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Remains proficient with Fiduciary processes including but not limited to Trusts, Estates, Power of Attorneys and other Fiduciary accounts along with Notary Public services. Nationwide Mortgage Licensing System (NMLS) registration.
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Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department.
$47,200 - $78,700 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance. Responsibilities: Sell consulting and fiduciary services in the retirement space Provide expert advice on plan governance Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
$90,000 - $130,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Insurance Underwriter is responsible for reviewing, underwriting, and rating broker submissions for new and renewal business. The Insurance Underwriter is responsible for reviewing, underwriting, and rating broker submissions for new and renewal business.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Relationship Manager, Broker Dealer, is responsible for new business development in the Western region for both the Independent Broker Dealer and Wirehouse Channels. Understanding of various broker-dealer platforms.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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The Relationship Manager, Broker Dealer, is responsible for new business development in the Midwest for both the Independent Broker Dealer and Wirehouse Channels. Minimum of 10 years in the investment management industry and 5 years as an external wholesaler.
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FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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T3 Trading Group, LLC is an SEC-registered broker-dealer & member of FINRA/SIPC. We are recruiting experienced proprietary traders and seasoned active trading professionals looking to make the next investment in their career.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Product Portfolio : Our carriers and their products are selected from the best in the industry and serve our primary markets of Mortgage Protection, Final Expense, Annuities, and Index Universal Life. Our top-rated carriers include Americo, United Home Life, Mutual of Omaha, Banner Life and American Amicable.
Part-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. TotalMed Staffing is seeking an experienced Operating Room Registered Nurse for an exciting Travel Nursing job in Los Angeles, CA. Shift: 4x10 hr days Start Date: 04/21/2024 Duration: 13 weeks Pay: $2869.56 / Week Registered Nurse - Operating Room | RN - OR | Los Angeles, California | $2869.56 Weekly Job Description TotalMed is seeking a Registered Nurse - Operating Room for a travel assignment in Los Angeles, California.
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Senior Tax Manager - Trusts and Estates POSITION SUMMARY Our firm is currently assisting a CPA Firm in West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.
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We work in the areas of Mortgage Protection, Final Expense Protection, Debt Elimination, retirement planning for our younger clients and retirement preparation for those clients ready to retire.
Full-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Community Mortgage Lending Officer is an experienced professional responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team.
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Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success.
$100,000 - $120,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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mortgage broker fiduciary jobs in Los Angeles, CA
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