32 Results for

Brokerage Jobs in Stanford, CA

Jobs

San Francisco, CA22 days ago

$25–$35 Per Hour

This role is responsible for expediting all transactional work relating to the listing and sales of commercial real estate, training of new Agents and other personnel on company applications and software programs, as well as the performing of various administrative and marketing tasks related to the commercial real estate brokerage. Marcus & Millichap offers owners and investors the nation's most comprehensive real estate research and analysis for all types of income-producing property.

South San Francisco, California29 days ago

The duties include all tasks related to Customs clearance at the desk level, including Customs entry, clearance follow up with Customs & Border Protection (CBP), and other Partner Government Agencies (PGA), such as Food & Drug Administration (FDA), Consumer Product Safety Commission (CPSC), Department of Transportation (DOT), Environmental Protection Agency (EPA), and others as needed. Provide notification to Supervisors, Managers, and Corporate Trade Compliance Group (CTCG) as applicable for issues which require escalation such as Customs or PGA holds, CBP or PGA exams, and any written notices received from CBP or a PGA.

Palo Alto, CA10 days ago

$70,000–$85,000 Per Year

This role supports sales and leasing activities by preparing marketing materials, maintaining transaction data, coordinating client-related logistics, and assisting with internal processes in accordance with company Sales and Marketing operational policies and procedures. Data, Systems & CoordinationMaintain and update marketing and sales infrastructure, including CRM systems, prospect databases, transaction records, and web-based platforms.

South San Francisco, CA22 days ago

$25.37–$35.51 Per Hour
Full-time

They help customers of all sizes solve the intricacies of shipping goods globally by providing comprehensive international ocean and air freight forwarding, surface transportation and distribution, customs brokerage, trade and customs advisory services, and advanced e-commerce and trade facilitation solutions. To provide customers with the highest quality service by providing consistent customer service and resolution in order to ensure timely release and/or inbound or outbound movement of freight/cargo.

San Francisco, California30+ days ago

Intern

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

San Francisco, CA30 days ago

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics.

San Francisco, CA30 days ago

$72,000–$90,000 Per Year

At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

San Francisco, CA30 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

San Francisco, CA30 days ago

$150,000–$160,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

San Francisco, CA30 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

San Francisco, CA30+ days ago

Legal and Compliance is responsible for, among other things, overseeing regulatory matters; assisting with product development and structuring; preparing and updating relevant offering materials, shareholder communications and related risk disclosures, negotiating service provider and client contracts; providing ongoing legal advice to the business regarding new and existing products and strategies and establishing legal and compliance policies and procedures that meet applicable regulatory requirements and testing the operative effectiveness of those policies and procedures and conducting training. The candidate must be able to directly manage and coordinate across a wide variety of business and operations teams on regulatory, compliance and business issues and risks associated with the ongoing operations of the funds and the business; development of new products; key business initiatives and other special projects.

Oakland, CA13 days ago

Procedure Knowledge: Maintain in-depth knowledge of each step required to process the following Distributions transactions, including the experience from the client’s perspective: Cash and in-kind distributions, including Real Estate, Precious Metals, and other Alternative Assets. With an Entrust Self-Directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.

Campbell, California22 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

San Francisco, CA30+ days ago

The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Cupertino, CA30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

New!

San Jose, California1 day ago

Remote

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Behaviors: Ability to think critically, solve problems, plan and organize activities, serve clients, negotiate, effectively communicate verbally and in writing and embrace new challenges.

San Francisco, CA30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

San Mateo, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

San Francisco, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Redwood City, CA30+ days ago

Full-time

Alamo, CA11 days ago

Remote

$105,000–$125,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency.

Palo Alto, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

San Jose, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

Millbrae, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

New!

San Francisco, CA5 days ago

Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

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Brokerage Jobs in Stanford, CA

Administrative Assistant - Part Time (Brokerage Administrator) Marcus & Millichap

Compliance Brokerage Agent Kintetsu World Express (U.S.A.), Inc.

Brokerage Services Admin / Specialist NEWMARK

Customs Brokerage Specialist FedExGround

Internship - Real Estate Brokerage Matthews Real Estate Investment Services, Inc

Financial Advisor II Patelco Credit Union

Executive Assistant (San Francisco, CA) Oppenheimer & Co. Inc.

Operations Associate - Client Services Parallel Advisors

Investment Banking Analyst - Consumer & Retail (San Francisco, CA) Oppenheimer & Co. Inc.

Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc.

Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer & Co. Inc.

Corporate Counsel Regal Executive Search

Distributions Manager Entrust Administration, Inc

Financial Advisor Northwestern Mutual

Director, Farther Insurance Group Farther

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA JPMorgan Chase Bank, N.A.

Senior Claims Examiner - Complex General Liability Gallagher

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.

Operations Supervisor- Commercial Insurance (Remote) Insurance Office of America

J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

Regional Director - Wealth (Wholesaler) Wellington Insurance Group

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