Wealth Management Professional
3 weeks ago
We are seeking a Wealth Management Professional with exceptional organizational skills and attention to detail. The successful candidate will have experience in managing accounts, maintaining relationships with clients, and generating new business opportunities.
Responsibilities include:
- Maintaining accurate records and files
- Communicating effectively with clients and stakeholders
- Developing and implementing strategies to increase revenue
The ideal candidate will have a strong understanding of financial markets and instruments, excellent analytical and problem-solving skills, and the ability to work independently.
We offer a comprehensive compensation package including a base salary of $70,000 - $90,000 per annum, bonus potential, and opportunities for career advancement.
About UsAt Thriving Asset Management LLC, we pride ourselves on our commitment to delivering exceptional investment services and building long-term relationships with our clients.
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Wealth Management Consultant
3 days ago
Palo Alto, California, United States Disability Solutions Full timeJob OverviewThe Wealth Management Specialist role is an exciting opportunity to join our team at Disability Solutions as a key member of the Financial Advisor Team.About the JobIn this specialized position, you will be responsible for performing a variety of tasks such as Business Management, Business Development, Wealth Planning, Investment Management or...
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Wealth Management Advisor
3 days ago
Palo Alto, California, United States Disability Solutions Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Management Advisor to join our team. As a key member of our high net worth team, you will be responsible for working with affluent and high net worth clients to provide tailored and personalized advice, identify their needs, develop relationships, review investment goals, and prepare...
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Asset Management Professional
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Palo Alto, California, United States Thriving Asset Management LLC Full timeAbout the RoleAs a Financial Services Associate at Thriving Asset Management LLC, you will play a vital role in supporting our portfolio management team. This is an excellent opportunity for a detail-oriented individual with excellent communication skills to grow their career in the financial services sector.Your primary responsibilities will...
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Facilities Manager
2 weeks ago
Palo Alto, California, United States Planate Management Group Full timeJob SummaryWe seek a seasoned Construction Manager to lead and manage construction projects in Palo Alto, focusing on healthcare facility design and other commercial, institutional, and light industrial buildings.Duties:Plan and execute project activities, ensuring compliance with regulatory requirements.Develop and maintain relationships with architects,...
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Senior Building Services Manager
2 weeks ago
Palo Alto, California, United States Planate Management Group Full timeThis Construction Manager role offers an exciting opportunity to join a dynamic team at Planate Management Group. Based in Palo Alto, California, this position will involve overseeing and managing construction projects, ensuring compliance with all relevant regulations, codes, and standards.About the JobLead and manage construction projects, including...
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Senior Electrical Professional
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Palo Alto, California, United States Planate Management Group Full time**Job Overview**As a Senior Electrical Engineer at Planate Management Group, you will work on various projects, evaluating and coordinating with other disciplines to develop innovative solutions to complex engineering challenges.You will use advanced computer software to create drawings and virtual models, presenting design concepts to teams and clients,...
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Financial Planning Advisor
1 day ago
Palo Alto, California, United States Bank of America Full timeWe are seeking a highly skilled Financial Planning Advisor to join our team at Bank of America. In this role, you will be responsible for providing top-notch financial planning and investment services to our clients. As a Financial Planning Advisor, you will work closely with our experienced advisors to help individuals, companies, and institutions achieve...
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Commercial Property Management Professional
2 weeks ago
Palo Alto, California, United States Ascend Full timeJob Title: Commercial Property Management ProfessionalA leading commercial real estate developer and management company, Ascend, is seeking a highly skilled Commercial Property Management Professional to manage the building operations and property management team members. The successful candidate will be responsible for the fiscal and operational success of...
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Multifamily Property Leasing Professional
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Palo Alto, California, United States FPI Management, Inc. Full timeJob OverviewFPI Management, Inc. is seeking a highly skilled Multifamily Property Leasing Consultant to join our team. This role involves interacting with residents and potential clients to showcase our community's unique features and provide exceptional customer service.
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Facilities Safety Inspector
2 weeks ago
Palo Alto, California, United States Planate Management Group Full timeThe Planate Team:Planate Management Group is a Global company that serves as a premier trusted partner for planning, design, engineering, asset management, and professional service solutions worldwide.Job Description:As a Fire Extinguisher and Environmental Safety Technician, you will contribute to ensuring the safety and well-being of VAPAHCS employees and...
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IT Project Management Professional
3 hours ago
Palo Alto, California, United States City of Palo Alto Full timeAbout the PositionThe City of Palo Alto is seeking a highly skilled IT Project Manager to join its team. As a key member of the organization, this individual will be responsible for performing business process analysis, needs assessment, and design of IT solutions.This role will involve coordinating activities between IT and other internal departments or...
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Elite Financial Solutions Expert
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Palo Alto, California, United States Disability Solutions Full timeJob OverviewMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As an Elite Financial Solutions Expert, you will work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both...
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Building Management Professional
2 days ago
Palo Alto, California, United States Insight Global Full timeKey ResponsibilitiesThe successful candidate will have a proven track record of managing facilities projects, leading teams, and prioritizing tasks to meet deadlines. You will also be responsible for maintaining accurate records, reporting progress to senior management, and identifying areas for improvement.A strong understanding of construction processes,...
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Insurance Industry Development Specialist
6 hours ago
Palo Alto, California, United States Ladder Insurance Full timeAbout LadderWe identified a critical issue within the life insurance industry: lengthy application processes, excessive paperwork, and in-person sales agent interactions. Our CEO's personal experience with losing his father at a young age drove him to simplify the process for families. We leveraged AI to develop real-time underwriting, reducing the...
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Medical Equipment Management Professional
5 hours ago
Palo Alto, California, United States Page Mechanical Group, Inc. Full timeJob OverviewAs a Biomedical Clinical Engineer at Page Mechanical Group, Inc., you will play a vital role in ensuring the integrity and functionality of our medical equipment.About the PositionThis is a challenging yet rewarding opportunity for a seasoned biomedical engineer to utilize their expertise in managing our medical equipment program. You will be...
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Healthcare Professional
1 day ago
Palo Alto, California, United States Memorial Hermann Health System Full timeJob SummaryTo excel in your career and contribute to our mission of enhancing community health, Memorial Hermann offers a rewarding opportunity for healthcare professionals. Our organization prioritizes delivering exceptional care while fostering a culture of teamwork and collaboration among employees.Key ResponsibilitiesWe are seeking an experienced...
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Cafe Management Professional
3 weeks ago
Palo Alto, California, United States Moreno And Oberto Enterprises LLC Full timeSalary: $50,000 - $65,000 per yearJob SummaryWe are seeking a talented Team Lead to join our team at Coco Crepes Waffles and Coffee in Rice Village. The ideal candidate will be responsible for leading a team of retail sales workers and ensuring excellent customer service.Main Responsibilities:Lead a team of retail sales workers to achieve sales targets and...
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Palo Alto, California, United States Medical Solutions Full timeAbout the RoleWe're seeking a highly skilled Travel Healthcare Professional to join our team as a Case Manager, specializing in Utilization Review. This exciting opportunity allows you to provide healthcare management and utilization review services while traveling to various locations.This role offers significant flexibility along with competitive pay,...
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Investment Services Specialist
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Palo Alto, California, United States Bank of America Full timeWe are seeking an Investment Services Specialist to join our team at Bank of America. In this role, you will be responsible for providing expert investment advice and guidance to clients, as well as developing and implementing customized investment strategies.As an Investment Services Specialist, you will work closely with our experienced advisors to deliver...
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As Built Drafting and Design Professional
3 weeks ago
Palo Alto, California, United States Planate Management Group Full timeKey ResponsibilitiesProvide accurate and complete AS Built drawings for construction projects.Create detailed drawings reflecting all changes made during construction, including modifications to materials, location changes, and final project dimensions.Review and verify drawings to ensure they meet established standards and guidelines.Conduct thorough checks...