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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Role is responsible for managing local interaction with Eclipse, Irby's Enterprise Resource Planning (ERP) tool, while monitoring Eclipse Queues, sales management tools, and other software resources.
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Advantis Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking an Investment Sales Assistant in the Portland, OR area. Under general supervision but following established procedures, the Investment Sales Assistant is responsible for working successfully with financial advisors to help grow their monthly revenue production.
$50,000 - $52,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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This team approach has helped Irby customers to succeed since our inception, and our investment in our people continues to translate into broader achievement - including a vast array of professional development and growth opportunities.
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Take pride in your career development with our three career tracks: Financial Professional, Sales Leadership and Investment Advisor. Jump in right away as an Insurance Sales Agent and start building your product knowledge and career momentum.
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Functions as the primary strategic business leader of the property with responsibility for all aspects of the operation, including guest and employee satisfaction, human resources, financial performance, sales and revenue generation and delivering a return on investment to both The Ritz-Carlton and property ownership.
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This is an exciting opportunity to join a fast growing business line within RBC Wealth Management-US. The Alternative Investments Consultant will be an integral member of alternative investment product team, responsible for accelerating advisor and client adoption of alternative investment strategies through training and education, marketing, and portfolio construction advice.
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Play a pivotal role in hotel sales efforts, including calling on top ten accounts, meeting clients, hosting luncheons and receptions, and meeting with on-site contacts on a daily, weekly and monthly basis.
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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required.
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The successful candidate is a fully registered sales assistant holding at least one or a combination of the following licenses: Life, Accident & Health Insurance License, FINRA Series 7 & 66 (or 63/65 combo) with 3 or more years in the investment industry.
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Non-sales positions have the opportunity to participate in a bonus program. The below licenses are required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63.
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You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC.
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Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles.
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Irby Utilities is one of the nation's largest utility distribution companies with over $2 Billion in annual sales and 900 associates across more than 45 branches. Formulate, develop, and execute account development on sales plans by count and submit reports as required.
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Tax issues associated with industries examined and involving Engineering support typically include: depreciable life, salvage value, investment tax credit, sales of property, research and experimental activity, casualty loss, contribution of property, valuation of intangible and tangible property in acquisitions, mergers, and liquidations, and other engineering determinations related to the assigned case.
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investment sales jobs in Vancouver, WA
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