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estate planning in San Francisco Bay Area

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  1. SALES / MANAGEMENT

    BECOME A FINANCIAL PROFESSIONAL / MANAGER WITH AXA ADVISORS, LLC WHY AXA ADVISORS? AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This ...

  2. Outside Sales | Flown to Company Headquarters for On-Sight Training

    If you are coachable, have an infectious attitude or the ability to easily make friends, EPG may have a home for you! EPG is a national merchant services ISO for Vantiv (www.vantiv.com). We are seeking to grow our new business development team.   RECRUITING SCHEDULE Phone Screes / Video Interview: July 22 - July 29 Recruits that are selected will be flown to Salt Lake City, Utah on August 5 for training on August 6 & 7, 2014 New recruits that complete the training program will begin in the ...

  3. Site Acquisition Sales  Urgent 4 year degree location San Jose

    Site Development Associate San Jose, CA Telecommunications Services Sales / Marketing - Wholesale / Reselling Sales Full-time United States - California - San Jose - San Jose, CA The Compensation $30k plus commission Benefits - Full Relocation Assistance Available - No Commission Compensation - Yes Bonus Eligible - Yes Overtime Eligible - No Interview Travel Reimbursed - No Detailed Description Site Development Associate (SDA) is available for less those with less than 5 years of sales experience ...

  4. Estate Planning Paralegal - Top Global Law Firm - San Francisco

    My client, a top global law fjrm, is seeking an Estate Planning Paralegal with sophisticated estate planning for high net worth clients. Responsibilities include drafting and funding revocable trusts and irrevocable trusts (i.e. GRATs, life insurance trusts, credit trusts, crummey trusts, etc.) and formation of entities such as family limited partnerships and limited liability companies. Relevant experience would include positions as an estate planning or corporate paralegal or in private banking or ...

  5. Space Planner

    This position is based in San Jose, CA and does not offer relocation. Space Planner Role & Responsibilities: The purpose of this position is to support and assist in the management of global furniture inventories, space planning and scheduling for all moves, adds, and/or changes. Assists in the development and modification of new furniture purchasing contracts. Serves as a primary interface and point of contact with client team throughout the migration planning process. Assists in managing the ...

  6. Financial Services Professional - $60-$80K

    New York Life Insurance Company (NYLIC) is the largest mutual life insurance company in the United States, and one of the largest life insurers in the world2. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies3. Founded in 1845 and headquartered in New York City, New York Life maintains operations in all 50 states and eight overseas markets through a network of 17,000 employees and 104,000 licensed agents. New York Life’s family of ...

  7. FINANCIAL PROFESSIONAL- AXA ADVISORS

    WHY AXA ADVISORS? AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded ...

  8. Facilities Project Manager - 2012022974

    This is a direct hire position with CBRE. No relocation is offered.  Project Manager Role & Responsibilities: Manages all facets of project management (budget, schedule, procurement, quality & risk) for individual real estate projects including planning, design, construction, occupancy and closeout. Demonstrates capability to read, understand and apply standard to moderately complex documents affecting real estate projects, including but not limited to: agreements/contracts, leases, work letters, ...

  9. Program Manager - Change Management

    This position is based in San Jose, CA and does not offer a relocation package. As a member of the Change Management Center of Excellence and under the direction of the Change Management Program Lead (CMPM), the CMPM plays an important role in supporting and often leading change management engagements. This includes the successful on-selling of organizational mandates for change on behalf of client’s experiencing significant organizational and workplace transformation. The ideal candidate is ...

  10. Housing Programs Senior Associate

    Another Source’s client, Stanford University, is recruiting a Senior Housing Associate to join their team. Here's a little about Stanford University and the position they are seeking to fill: The Housing Programs Senior Associate will perform real estate program and property management duties under general supervision to help administer and support Faculty Staff Housing programs or functions. S/he will complete complex finance functions and/or activities requiring advanced knowledge and application ...

  11. NOW HIRING : Paid Travel  | National Sales | No Limit Commiss

    If you are coachable, have an infectious attitude or the ability to easily make friends, EPG may have a home for you! EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . We are seeking to grow our new business development team.   Outside Sales Executive EPG is seeking 3-4 Outside Sales Executives to add to our sales force. Outside Sales Executives (OSE) travel 2-3 weeks out of each month to pre-determined locations (of your choice) within the U.S. to ...

  12. Mortgage Loan Consultant

    Mortgage Loan Consultant San Jose   Role The Mortgage Loan Consultant is responsible for soliciting and originating residential loan requests from borrowers and other sources including referrals from real estate agents, financial planners, attorneys, and other centers of influence. All Mortgage Loan Originators are required to be licensed under the SAFE ACT. Essential Functions & Responsibilities   Soliciting, originating, and underwriting residential loan requests from borrowers and other ...

  13. Apartment Community Manager - Lease-Up

    The Community Manager’s primary focus is to drive the lease-up of this new community and ensure that revenue and profit targets are met, outstanding service levels are provided and asset value is protected and enhanced. The Community Manager is responsible for the successful day-to-day management of the property and will lead, guide and motivate property staff and monitor performance and results. The Community Manager will ensure that all property staff comply with company employment and safety ...

  14. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  15. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  16. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  17. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  18. Project Engineer DOE

    Project Engineer DOE Currently seeking a Project Engineer to join the Construction Services team located in San Francisco. General Duties & Responsibilities: Assist project managers with the planning and construction for the remodeling and tenant improvements of the existing corporate portfolio, assist project managers with the coordination of architecture and engineering for tenant improvement and other capital projects, assist with checking of plans as required by the project managers, assist in ...

  19. Traveling Sales Position No Cap On Commissions (SM617)

    EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . We are seeking to grow our new business development team and have an immediate need for 4-5 Outside Sales Executives (OSE). OSE's travel 2-3 weeks out of each month to pre-determined locations (of their choice) within the U.S. to meet with 3-5 prescheduled appointments per day. OSE's are expected to meet with business owners and convert those opportunities into new business for the firm. Average commission's ...

  20. Condo Desk Specialist

    POSITION OVERVIEW: As a Condo processor you will be responsible for review and analyzing documentation for all new and existing condominium, co-operatives, and leasehold estates to ensure compliance with FNMA and or FHLMC policies on limited reviews, procedures, Secondary Market Investors and CMG's Portfolio requirements as required.   ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to: Responsibility for completing detailed reviews on Condominium ...

  21. Sales Professionals To Close Preset Appointments (SM617)

    EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . We are seeking to grow our new business development team and have an immediate need for 4-5 Outside Sales Executives (OSE). OSE's travel 2-3 weeks out of each month to pre-determined locations (of their choice) within the U.S. to meet with 3-5 prescheduled appointments per day. OSE's are expected to meet with business owners and convert those opportunities into new business for the firm. Average commission's ...

  22. Technical Lead of Corporate Services

      Our Client's IT Application Development Department has an opening for a Technical Lead of Corporate Services (HRMS, WorkForce Management, Financials, Real Estate, and Risk Management) in the East Bay Area Position Purpose: This position will guide the Architecture, Design, Development & implementation of projects which deliver the vision & strategy supporting Safeway’s business and IT initiatives. In this role you will work as a part of an exciting and energetic team of professionals to deliver ...

  23. District Sales Manager

    District Sales Manager Company: Our company has over 15 years of experience in providing security solutions for residential and commercial real estate. We specialize in physical security and monitoring products for single family residences, retail complexes, commercial buildings, construction sites, government buildings. We are growing quickly and are seeking a highly dedicated Outside Sales Executive to join our Business Development team. You will be providing security solutions that are unique ...

  24. Executive Real Estate Assistant (SAN125)

    Our Client is a residential real estate sales team associated with Coldwell Banker (located in San Carlos). They are seeking a dynamic Real Estate Administrative Assistant to help build, maintain and run a strong marketing and lead generation machine while servicing their existing real estate buyer and seller clients with the highest level of customer service and support. For a busy, successful real estate agent, the salaried, licensed administrative assistant is their right hand, anchor and guide. ...