Finance advisor jobs in Escondido, CA

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. * Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months' financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of Business completion. Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous. * Other Requirements: * A valid driver's licence and own car * A clear criminal and credit check Skills Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 30 January 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Job Description Investment Sales Opportunity Marcus and Millichap Del Mar is seeking a licensed commercial real estate professional who is motivated to learn to specialize in investment sales while earning rewarding commissions. With a respected national platform and a strong local presence, this opportunity provides structure, mentorship, and support for long-term success in the North County and coastal commercial markets. First year earning potential when hitting goals: $160,000+ In this opportunity, you will learn to work with private and institutional investors, identify acquisition and disposition opportunities, analyze property performance, and guide transactions from initial outreach through closing. Candidates with backgrounds in sales, finance, or real estate are encouraged to apply, particularly those seeking hands-on deal exposure and a clear development path within a proven model. You will be supported through direct collaboration with experienced producers, advanced technology, and structured mentorship. With access to robust research tools, organized data resources, and a defined onboarding plan, you will gain practical transaction experience and learn to build confidence in commercial investment sales. Added Value: Active focus within the North County and coastal commercial markets Broad investor data resources and research capabilities Direct mentorship from experienced investment brokers Hands-on transaction experience across multiple property types Access to CoStar MLS and Salesforce CRM MNET listing and marketing platform Research tools, including Lexis Nexis and proprietary analytics Ongoing training through Marcus and Millichap University Structured onboarding plan with defined ninety-day benchmarks If you are ready to learn to expand your commercial real estate career with the support of a respected national brokerage, we would like to connect. Compensation: $160,000 at plan Responsibilities: Gain trust with prospects to overcome objections and facilitate a signed contract Use market trends, comps, data research, site walks, and outreach to assess property value and condition Follow up on all leads and requests for information Perform due diligence on real estate market and geographical trends, partnership and investment models, and prepare contracts, letter of intent, and other business administration paperwork to ensure sales Utilize the CRM daily to track all necessary contact interaction details and monitor sales process Qualifications: Requires an enthusiastic passion for real estate asset sales and goal-oriented personality Must have exceptional written and verbal communication skills, and superior phone skills to set and close appointments About Company Marcus & Millichap Del Mar is a top-performing commercial real estate office, offering a fast-paced, professional environment for agents focused on building long-term success. With access to industry-leading tools, structured training, and daily mentorship from experienced advisors, this is a strong opportunity for both new and transitioning agents. Whether you're focused on investment sales, multifamily, retail, or net-leased properties, you'll be supported by a collaborative culture that values development, performance, and integrity. From the 5-month agent development program to ongoing coaching, you'll gain the skills, systems, and confidence to grow your business the right way. Backed by a national platform and a respected brand, Marcus & Millichap Del Mar is where driven agents come to thrive. Who you work with matters-and here, you're surrounded by professionals who are committed to your success.

Flexibility and Control. And a business partner who gives you the freedom to have both. You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms and tools Let's partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you Compensation & Benefits: High commission payouts on protection and investment products. Additional performance-based income structure to support first three years for inexperienced advisors. Transition packages for experienced advisors. Renewal commissions and recurring fee income. Bonus programs and expense allowances. Robust retirement package with up to 10% company contributions. Competitive and comprehensive medical, vision, and dental plans with subsidized premiums. Life Insurance and Disability Income Insurance. Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. Professional designation reimbursement programs. Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best. #LI-GF1

We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals. Responsibilities: - Build connections and establish relationships with new clients. - Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires. - Gather information that reflects clients' visions for the future. - Research and develop strategies to achieve those visions. - Implement financial and insurance products that support the client's overall objectives. - Periodically review progress with the client as needed. - Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives. Qualifications: Prior experience in insurance, investments, banking, finance, or related fields is essential. Proficiency in computer skills and various software programs is also required. A good understanding of different investment products and services is necessary. It is also essential to be able to build strong relationships with clients. Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.

Job Description Step Into Leadership - Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we're building something different - an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We're not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that's truly yours. What You'll Gain: A leadership track designed for professionals ready to grow a team or scale a firm Access to competitive products and advanced planning tools Mentorship from seasoned industry leaders and a high-performance peer network Marketing and training allowances, back-office support, and business-building resources Flexible, remote-first structure - you're in control of your time and growth Performance-based compensation, residuals, and incentive bonuses Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health) You're a fit if you: Have experience in financial services, insurance, or investment advising Possess a strong personal/professional network Are hungry for autonomy, ownership, and long-term growth Want to lead, mentor, and make an impact beyond personal production Are authorized to work in the U.S. If you've been looking for a place to grow, lead, and build your business, not just someone else's - this may be the opportunity you've been waiting for. Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings. Compensation: $250,000 at plan earnings Responsibilities: Follow a leadership advancement track with career growth opportunities. Develop client relationships and provide tailored financial strategies. Leverage company-provided marketing tools and industry resources. Offer solutions in insurance, asset accumulation, and retirement planning. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Excellent communication and relationship-building abilities. Highly motivated with a strong work ethic. Minimum 2+ years of experience in financial services, investment advising, or insurance Active licenses preferred: Life & Health Insurance License FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain - sponsorship available) Demonstrated success in: Client acquisition and retention Financial planning or investment strategy development Building and maintaining a book of business Strong personal/professional network with business development capability Entrepreneurial mindset with a drive to build and lead a team or practice High-level communication, interpersonal, and consultative skills Self-motivated, disciplined, and goal-oriented Tech-savvy - comfortable using virtual meeting tools, CRM platforms, and planning software Committed to high ethical standards and client-first principles Must be authorized to work in the U.S. About Company At Falcon PG, we believe in the power of entrepreneurship-driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges. We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We're looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we'd love to connect. Let's build something extraordinary-together!

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. 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. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Job DescriptionDescription: RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst (“Sr. P&E Analyst”) performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements: ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. Review benefit contribution data imports from PlanSource to Paylocity for accuracy. Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). Upload any changes to employees from Paylocity to E*TRADE. Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit Ensure compliance with SOX controls. Assist with annual external audit. Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Intermediate/Advanced MS Excel Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills Ability to prioritize assignments, meet critical deadlines and manage various projects Ability to review and understand federal and state laws as well as government regulations Ability to form positive and constructive relationships with managers and employees Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: Bachelor's degree in accounting or finance Minimum of 5 years' experience in Payroll and Equity Experience required Payroll certification is preferred but not required Must be flexible and adaptable to change Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently Ability to work professionally with all levels of management Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) Training to be completed in accordance with the training plan for this position as maintained in the document control system The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: ERP a plus MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.

What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Job Summary This is a high impact role supporting the Manager, Financial Planning and Analysis of the newly combined Advanced Diabetes Supply Group (ADSG) & Edgepark Direct-to-patient medical supplies businesses within Cardinal Health's at-Home Solutions business unit: The ideal candidate should demonstrate proficiency in financial budgeting, forecasting, and variance analysis. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity. ADSG & Edgepark's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of heath care by improving quality of care and facilitating a world class supply chain to enable growth. Responsibilities Assist with the budgeting and forecast process including managing key dates and deliverables with operational leaders, maintaining and standardizing templates for the newly combined business Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business Assist in preparing financial reports to be presented to operational leadership, translating complex data into clear, actionable insights Contribute to the on-going integration of ADSG and Edgepark businesses, including learning and standardizing reporting methods within different domains Develop Financial and Operational KPIs used to enhance reporting and measure profitability of the business Opportunity to improve self-service reporting tools to reduce ad hoc reporting requests from operational and executive leadership Leadership & Communication Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics Growth mindset and change/transformation capabilities Mentor junior analysts, providing guidance on budgeting, forecasting, and business partnering Problem-solving mindset with an orientation to work through challenging goals Qualifications BA or BS in Finance, Accounting, or related field is preferred, an Advanced Degree is a plus Intermediate to advanced Microsoft Excel skills, preferred Experience in Tableau and Alteryx is a plus Experience working in or supporting healthcare companies is a plus Previous experience in financial reporting, budgeting, forecasting, and long-term strategic planning Strong business acumen with the ability to translate financial data into meaningful insights to operational and executive leadership Anticipated salary range: $90,600 - $129,400 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 1/17/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Local natural market & strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-person Office

Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, "one stop" shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications * Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. * Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. * Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. * Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. * Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. * Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. * Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. * Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. * Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. * Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. * CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: * Generous Time Off: 15 paid holidays, vacation, and sick leave. * Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. * Health Coverage: Medical, dental, and vision options at low or no cost. * Education Support: CSU tuition fee waiver for employees and eligible dependents. * Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. * Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************. Advertised: Oct 17 2025 Pacific Daylight Time Applications close:

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical and financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem-solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements : Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type : Part-time, hourly, non-exempt Location : This position is based out of our office in San Diego. This is an in-office position. Salary : $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations. To better support our Finance Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well rounded Corporate FP&A Analyst or Senior FP&A Analyst. POSITION SUMMARY This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop their expertise in real estate finance. CORE ROLES & RESPONSIBILITIES: Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level. Lead the company's budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance. Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus. Provide financial performance presentations for internal stakeholders PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis) Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material Provide investment analysis on decisions related to leasing and capital expenditures Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture Update property cash flows in Argus to help inform how strategic decisions impact the business plan Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team Track historical performance of assets updating financial models and presenting findings and KPI's to the executive team and make recommendations on maximizing returns DESIRED SKILLS AND EXPERIENCE: BA/BS degree in Finance, Real Estate, Economics, Math, or related field Graduate degree, CFA, or CPA a plus Highly proficient in Argus Enterprise and Excel preferred Experience in Yardi Voyager and Elevate a plus. Experience in Power BI a plus 2-3+ years of commercial real estate, investment management, and financial analysis experience CORE VALUES Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times. Integrity: We behave ethically, honestly and respectfully. Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results. Teamwork: We are a group of people with diverse talents working to produce positive synergistic results. Balance: We work hard while embracing our commitment to family, friends and community. Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.

San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals. Key Responsibilities: Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention. Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment. Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives. Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning. Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources. Why Join Us? Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion. Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs. Professional Growth: Gain expertise in student financial services and financial literacy education. Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success. Position Information This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position. This position is designated as exempt under FLSA and is not eligible for overtime compensation. Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs. The individual hired into this role will work on campus at SDSU in San Diego. Department Summary Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: Generous Time Off: 15 paid holidays, vacation, and sick leave. Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. Health Coverage: Medical, dental, and vision options at low or no cost. Education Support: CSU tuition fee waiver for employees and eligible dependents. Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students. California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy. Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans. The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events. The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience. Former interns have gained exposure to areas such as: Commercial Banking Finance Real Estate Minimum Qualifications: Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter). Interests in business and banking/finance Broad application of general business practices Ability to meet deadlines, possess creative thinking and solve problems Self-confidence and willingness to make recommendations Intermediate knowledge of Windows and the Microsoft Office Suite Products Effective customer service and communication skills Local California candidates preferred Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November. This position is eligible to earn a base rate of $20/hr.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience * A minimum of Matric or equivalent * A minimum 12 months' financial services experience as a Financial Adviser * A minimum of Long-term Insurance Class of Business completion. * Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous. Other requirements * A valid driver's licence and own car * A clear criminal and credit check * Proven computer literacy * Excellent communication skills (written and verbal) * Sound planning and organising abilities * Ability to collate, analyse and synthesise information * Entrepreneurial mindset * Sound business acumen * Grit, resilience and tenacity * Excellent listening skills with the ability to translate customer engagements into sales. Skills Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 30 December 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300