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Financial Services Analyst 2 CX Davis, CA, Job ID 82479
University of California Agriculture and Natural Resources 3.6
Finance advisor job in Davis, CA
The analyst will be part of several teams supporting the units within ANR. The position requires detailed knowledge and understanding of UC and ANR accounting, purchasing, travel, and payroll policies and procedures. Incumbent interacts with all levels of personnel within the Division. Independent judgment is used daily to interpret policy and provide guidance to staff and academics. Work is performed autonomously within a broad scope of responsibility delegated by the Associate Director of the ANR Business Operations Center. Independent troubleshooting, research, and problem-solving is required. Under general direction, act as the primary point of contact to a group of ANR departments to provide substantive budget/financial administration, analysis and reporting, ledger reconciliation, and account management to the department head and other ANR managers. Use acquired job skills and apply policies and procedures to multifaceted complex assignments/projects/tasks while exercising independent judgment to determine appropriate action. This position is a career appointment that is 100% fixed. The home department for this position is the Business Operations Center. While this position normally is based in Davis CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $34.65/hour to $40.60/hour Job Posting Close Date: This job is open until filled. The first application review date will be 12/1/2025. Key Responsibilities: 35% BUDGET & FINANCIAL SERVICES ADMINISTRATION: Serve as Business Partner, fiscal officer and delegate, oversee and approve transactions for the state, revenue, OMP, extramural accounts, and federal appropriations (approx. 500 accounts). Analyze and reconcile base budget and current year budget commitments and requirements. Compare budget, revenue, and expenditures against current fiscal year and historical data. Assure compliance with all internal and external regulations as they pertain to BOC fiscal activities, Meets all government reporting and auditing requirements for related financial activities. In coordination with the BOC management team, provide direction to financial services staff for accounts payable operations. Provide comprehensive and accurate budget construction, projections, management, and summary reports. Communicate budget and financial information, through reports and other methods, to a wide range of people including Directors, staff, PIs, and others where necessary and appropriate. Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions / additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.). Act as a resource for travel policy and procedures. Review of all AggieTravel Reports as submitted by assigned population prior to routing to Department Head and UC Davis Travel Unit. Approval of Group Travel, Exceptional Entertainment routing, and assuring that all other supporting documentation as required by UC ANR Travel policies are included. Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc. Maintain and update customer requests and documents. Process customer requests in a timely manner. 25% FINANCIAL REPORTING & ANALYSIS: Provide analytical support for budget, financial, and resources analysis projects. Process budget allocations for selected units and maintain a unit chart of accounts and related business processes. Gather and analyze financial and resource data; prepare and summarize information and make recommendations to unit managers. Prepare financial and resource reports and analyses for constituents. As Business Partner, meet to review and discuss unit budgets with unit directors on a regular basis. Carry out monthly general ledger review. Analyze income and expenditures. Process supplemental instruction allocations, collecting / summarizing data / status of funds, and providing analysis as needed. 25% FINANCIAL SERVICES: Provide secondary review and approve both types of cash collections: various donor gifts / sponsorships and income-generated cash deposits. Act as a resource for travel and entertainment policy and procedures, including exceptional entertainment routing and approvals. Ensure that all Statements of Cash Collection documents adhere to UC/ANR policies and procedures. Provide guidance and mentoring to Office Managers, academics and staff regarding cash collection policies and procedures. Coordinate and identify unmatched deposits and aging gifts with UC Davis Accounting Unit. Review and approve credit card survey requests, participate in the Payment Card Industry (PCI) assessment for activities that involve credit card payments. Assist in managing purchasing card holders and purchasing card transactions. Audit transactions for compliance to UC policies, and work directly with card holders to insure compliance with UC policy. Act as a resource to ANR personnel regarding standard purchasing card policies and procedures. Prepare annual budgets for recharge activities and prepare monthly lists of recharges that require processing. Prepare annual budgets, and year-end summaries and monitor income and expense for income-generating activities. 5% PAYROLL & UCPATH: Serve as Business Partner/Fiscal Officer for review and approval of position management and funding requests and direct retros within assigned accounts. In coordination with the ANR Payroll Unit, monitor default accounts for earnings posted to incorrect account, generating Direct Retro cost transfers in UC Path. 5% CONTRACT & GRANT ADMINISTRATION: Working with UC ANR Contracts and Grants Accounting, assist with data for proposal submission and oversee award administration. Ensure creation of new extramural accounts, ensure recording of expenditures and cost transfers. Coordinate closing of accounts at projects' end, communicate with PIs and Grants and Contracts of unexpended funds or accounts in overdraft to determine the appropriate course of action. Initiate and track allocations & expenditures on awarded internal grants and federal appropriations. Initiate 'pull back' and reallocation of unexpended balances. 5% ADMINISTRATION AND SPECIAL PROJECTS: Serve as primary contact at the BOC for assigned ANR units including office personnel, advisors, PIs and office staff from select counties. Independently provide business operations guidance and mentoring to employees from assigned units. Perform problem investigation and resolution contacting offices, ANR and UCD administrative departments, and vendors as needed. Assist Business Operations Manager and BOC Associate Director with financial, analytical, and research projects as needed. Create analytical spreadsheets, queries, calculations, and financial reports as requested. Develop new systems to increase efficiency and organization of office. Along with Business Operations Manager, recommend changes and options to improve overall business services and programs. Provide problem solving alternatives for full range of administration inefficiencies or issues. Participate in the maintenance of Business Operations Center written procedures and forms, developing and presenting training materials for ANR units. Serves on various ANR committees representing the BOC, UCCE and administrative operations, including administrative policy/procedures and staff interview committees. Requirements: Bachelor's degree in related area and/or equivalent experience/training. Working knowledge of financial processes, policies and procedures. Strong knowledge of financial data management and reporting systems. Proficiency in the use of spreadsheet and database software. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. Ability to function effectively as a member of a team. Ability to adapt to changing priorities. Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Skills to provide coaching and mentoring to support staff. Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Preferred Skills: Experience with UC Davis on-line systems including Kuali Financial Systems, FIS Transaction Processing, FIS Decision Support, Payroll/Personnel Systems, UCPath, General Ledger Review, AggieBuy and AggieTravel. Working knowledge of University financial and payroll policies and procedures, personnel policies, FLSA provisions and labor contracts as related to payroll and leave activities. Experience with UCD and UC ANR payroll/personnel, purchasing, accounts payable transactions, travel and entertainment policies, gifts, income generation and ledger reconciliation. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. Restricted leave during the UC and federal fiscal year periods, early June/mid-July and mid-September/mid- October. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6853938&target URL=This job is open until filled. The first application review date will be 12/1/2025. Key Responsibilities: 35% BUDGET & FINANCIAL SERVICES ADMINISTRATION: Serve as Business Partner, fiscal officer and delegate, oversee and approve transactions for the state, revenue, OMP, extramural accounts, and federal appropriations (approx. 500 accounts). Analyze and reconcile base budget and current year budget commitments and requirements. Compare budget, revenue, and expenditures against current fiscal year and historical data. Assure compliance with all internal and external regulations as they pertain to BOC fiscal activities, Meets all government reporting and auditing requirements for related financial activities. In coordination with the BOC management team, provide direction to financial services staff for accounts payable operations. Provide comprehensive and accurate budget construction, projections, management, and summary reports. Communicate budget and financial information, through reports and other methods, to a wide range of people including Directors, staff, PIs, and others where necessary and appropriate. Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions / additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.). Act as a resource for travel policy and procedures. Review of all AggieTravel Reports as submitted by assigned population prior to routing to Department Head and UC Davis Travel Unit. Approval of Group Travel, Exceptional Entertainment routing, and assuring that all other supporting documentation as required by UC ANR Travel policies are included. Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc. Maintain and update customer requests and documents. Process customer requests in a timely manner. 25% FINANCIAL REPORTING & ANALYSIS: Provide analytical support for budget, financial, and resources analysis projects. Process budget allocations for selected units and maintain a unit chart of accounts and related business processes. Gather and analyze financial and resource data; prepare and summarize information and make recommendations to unit managers. Prepare financial and resource reports and analyses for constituents. As Business Partner, meet to review and discuss unit budgets with unit directors on a regular basis. Carry out monthly general ledger review. Analyze income and expenditures. Process supplemental instruction allocations, collecting / summarizing data / status of funds, and providing analysis as needed. 25% FINANCIAL SERVICES: Provide secondary review and approve both types of cash collections: various donor gifts / sponsorships and income-generated cash deposits. Act as a resource for travel and entertainment policy and procedures, including exceptional entertainment routing and approvals. Ensure that all Statements of Cash Collection documents adhere to UC/ANR policies and procedures. Provide guidance and mentoring to Office Managers, academics and staff regarding cash collection policies and procedures. Coordinate and identify unmatched deposits and aging gifts with UC Davis Accounting Unit. Review and approve credit card survey requests, participate in the Payment Card Industry (PCI) assessment for activities that involve credit card payments. Assist in managing purchasing card holders and purchasing card transactions. Audit transactions for compliance to UC policies, and work directly with card holders to insure compliance with UC policy. Act as a resource to ANR personnel regarding standard purchasing card policies and procedures. Prepare annual budgets for recharge activities and prepare monthly lists of recharges that require processing. Prepare annual budgets, and year-end summaries and monitor income and expense for income-generating activities. 5% PAYROLL & UCPATH: Serve as Business Partner/Fiscal Officer for review and approval of position management and funding requests and direct retros within assigned accounts. In coordination with the ANR Payroll Unit, monitor default accounts for earnings posted to incorrect account, generating Direct Retro cost transfers in UC Path. 5% CONTRACT & GRANT ADMINISTRATION: Working with UC ANR Contracts and Grants Accounting, assist with data for proposal submission and oversee award administration. Ensure creation of new extramural accounts, ensure recording of expenditures and cost transfers. Coordinate closing of accounts at projects' end, communicate with PIs and Grants and Contracts of unexpended funds or accounts in overdraft to determine the appropriate course of action. Initiate and track allocations & expenditures on awarded internal grants and federal appropriations. Initiate 'pull back' and reallocation of unexpended balances. 5% ADMINISTRATION AND SPECIAL PROJECTS: Serve as primary contact at the BOC for assigned ANR units including office personnel, advisors, PIs and office staff from select counties. Independently provide business operations guidance and mentoring to employees from assigned units. Perform problem investigation and resolution contacting offices, ANR and UCD administrative departments, and vendors as needed. Assist Business Operations Manager and BOC Associate Director with financial, analytical, and research projects as needed. Create analytical spreadsheets, queries, calculations, and financial reports as requested. Develop new systems to increase efficiency and organization of office. Along with Business Operations Manager, recommend changes and options to improve overall business services and programs. Provide problem solving alternatives for full range of administration inefficiencies or issues. Participate in the maintenance of Business Operations Center written procedures and forms, developing and presenting training materials for ANR units. Serves on various ANR committees representing the BOC, UCCE and administrative operations, including administrative policy/procedures and staff interview committees. Requirements: Bachelor's degree in related area and/or equivalent experience/training. Working knowledge of financial processes, policies and procedures. Strong knowledge of financial data management and reporting systems. Proficiency in the use of spreadsheet and database software. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. Ability to function effectively as a member of a team. Ability to adapt to changing priorities. Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Skills to provide coaching and mentoring to support staff. Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Preferred Skills: Experience with UC Davis on-line systems including Kuali Financial Systems, FIS Transaction Processing, FIS Decision Support, Payroll/Personnel Systems, UCPath, General Ledger Review, AggieBuy and AggieTravel. Working knowledge of University financial and payroll policies and procedures, personnel policies, FLSA provisions and labor contracts as related to payroll and leave activities. Experience with UCD and UC ANR payroll/personnel, purchasing, accounts payable transactions, travel and entertainment policies, gifts, income generation and ledger reconciliation. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. Restricted leave during the UC and federal fiscal year periods, early June/mid-July and mid-September/mid- October. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6853938&target URL=Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=82479&PostingSeq=1&SiteId=17&language Cd=ENG&FOCUS=Applicant Copyright ©2025 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-433834ac5a17c14ca5a4e9851bdd7e1d
$34.7-40.6 hourly 11d ago

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Financial Reporting Analyst (Onsite required)
LHH 4.3
Finance advisor job in Sacramento, CA
Financial Reporting Analyst (Onsite) About the Role We're hiring a Senior Financial Reporting Analyst for a newly created position with meaningful impact and clear room to grow. You'll lead property expense controls, own monthly reporting rhythms, and partner closely with operations to optimize costs and drive smarter decisions. What You'll Do Lead monthly property cost analysis; deliver variance reports vs. budget, prior year, and benchmarks (e.g., expense per square foot). Identify drivers of cost variances; collaborate with Property Management and Operations to investigate and resolve issues. Prepare and present financial and operational insights to leadership. Build and standardize reporting tools/models that improve timeliness and accuracy. Drive process improvements, including automation and AI‑enabled workflows for recurring financial reviews. Support tenant screening by evaluating financials (balance sheets, income statements, limited tax returns) to assess creditworthiness. Contribute to annual budgeting and forecasting at property and corporate levels. Operate as a self‑starter while partnering cross‑functionally as needed. Minimum Qualifications Bachelor's degree in Finance, Accounting, Economics, Business Administration or related field required. 3-4 years of hands‑on financial analysis experience, ideally in commercial real estate or property management. 3-4 years driving budgeting, variance analysis, and financial reporting. Advanced Excel proficiency (testing required prior to first interview). Comfort working in-and simplifying-large, complex workbooks (hundreds of tabs) and introducing automation. Work Location & Schedule 100% onsite. Candidates should be within a reasonable commute (~45-50 minutes) of the office. Remote/hybrid options are not available. Skills: Financial Reporting • Variance Analysis • Budgeting & Forecasting • Commercial Real Estate • Property Management Advanced Excel • Financial Modeling • Process Automation • AI in Finance • Yardi (or similar) • Operations Partnership “Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance”
$73k-102k yearly est. 3d ago
Financial Advisor II
Baylor Scott & White Health 4.5
Finance advisor job in Sacramento, CA
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$77.7k-120.4k yearly 60d+ ago
Financial Advisor
First Command Financial Services 4.7
Finance advisor job in Sacramento, CA
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4
$64k-103k yearly est. 18d ago
Entry-Level Investment Advisor
New York Life-Northern California 4.5
Finance advisor job in Roseville, CA
Job Description We are looking for individuals who want to make a meaningful and lasting impact on the financial well-being of individuals, families, and small businesses. This is a career opportunity for self-motivated professionals who value purpose, growth, and the ability to build long-term client relationships while helping people navigate important financial decisions such as retirement planning, education funding, and wealth management. As an Advisor, you will be part of a holistic wealth management practice offering comprehensive fee-based financial planning and sophisticated investment solutions through industry-leading partners. You will be positioned to provide trusted guidance and consultative advice while overseeing clients' financial futures. The strength of New York Life's platform allows you to differentiate your practice by offering a broad range of solutions supported by specialized teams and customized planning capabilities. New York Life provides a comprehensive training and development program that includes mentorship, marketing support, and proven systems to help you build your personal brand and grow a client base organically. This is a performance-based career with the ability to determine your own income through individual results. In 2024, the average income of our financial professionals was $120,555. Full-time agents are eligible for medical, dental, vision, life, disability insurance, and retirement benefits, including a 401(k) with a match and a cash balance pension. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC, a member of FINRA and SIPC. New York Life is an Equal Opportunity Employer. Ability to Commute: Roseville, CA 95661 Work Location: In-Person Compensation: $62,500 - $259,000 Responsibilities: Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: Relationship management skills are required Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Required to effectively network to identify potential new clients About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
$62.5k-259k yearly 11d ago
Advisor Configuration Management - Roseville, CA
Gainwelltechnologies
Finance advisor job in Roseville, CA
Be part of a team that unleashes the power of leading-edge technologies to help improve the health and well-being of those most vulnerable in our country and communities. Working at Gainwell carries its rewards. You'll have an incredible opportunity to grow your career in a company that values work flexibility, learning, and career development. You'll add to your technical credentials and certifications while enjoying a generous, flexible vacation policy and educational assistance. We also have comprehensive leadership and technical development academies to help build your skills and capabilities. Summary The Technical Release Delivery Coordinator will manage and oversee the release management lifecycle, ensuring timely and efficient releases across multiple environments. The ideal candidate will have expertise in ADO pipeline management, PowerShell scripting, and optionally AWS infrastructure management and Terraform. They will work closely with development, QA, and operations teams to implement and manage CI/CD pipelines, automate release processes, and ensure seamless integration and deployment. The role also involves identifying and mitigating release risks, ensuring compliance, and continuously improving release processes. Your role in our mission Release Planning & Coordination * Collaborate with engineering leadership and development teams to monitor progress toward release milestones. * Coordinate with Solutions Train Engineers and Product Support Project Managers to track client-specific release versions. * Maintain and update the Patch Calendar Wiki, including delivery dates, approval guidelines, and client release plans. Milestone Management * Ensure all stakeholders (e.g., database administrators, release packaging, documentation teams) are aligned with delivery timelines. * Escalate blockers and risks that may impact release schedules. * Track and communicate the status of incremental deliveries (patches) and off-cycle deliveries (hotfixes). Release Execution * Coordinate code freeze milestones and ensure repository snapshots are captured accurately. * Facilitate packaging of release artifacts including binaries, databases, configurations, and documentation. * Verify production implementations and ensure all components meet the Definition of Done. Communication & Documentation * Send official communications to stakeholders when releases are ready for deployment. * Maintain delivery notes and documentation for each release cycle. * Liaise with technical writers and documentation teams to support iterative delivery processes. Incident & Environment Management * Work with Incident Managers to monitor and resolve environmental issues in Azure/AWS that could impact release stability. * Ensure timely resolution of service requests and environmental incidents to avoid delivery delays. What we're looking for * 7+ years of experience in Software Release Coordination or Delivery Management. * Familiarity with Agile Methodologies, Sprint Planning, and PI Planning. * Strong understanding of DevOps practices and CI/CD Pipelines. * Proficiency in tools like Azure DevOps (ADO), GitHub, and SharePoint. * Excellent communication and stakeholder management skills. Preferred Certifications * ITIL, Certified Release Coordinator (CRC), or equivalent Release/Change Management Certifications What you should expect in this role * HYBRID ROLE: Considering applicants who live within a 70+ mile radius of Roseville, California who are able work onsite 2 days per week. May require additional onsite to attend meetings and collaborations in the office as needed. * Opportunities to travel through your work (0-10%) * Willingness to work a flexible schedule to accommodate business needs and travel as required. * Video cameras must be used during all interviews, as well as during the initial week of orientation. * The Deadline to submit applications for this posting is February 20, 2026. The pay range for this position is $97,300.00 - $139,000.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors. Put your passion to work at Gainwell. You'll have the opportunity to grow your career in a company that values work flexibility, learning, and career development. All salaried, full-time candidates are eligible for our generous, flexible vacation policy, a 401(k) employer match, comprehensive health benefits, and educational assistance. We also have a variety of leadership and technical development academies to help build your skills and capabilities. We believe nothing is impossible when you bring together people who care deeply about making healthcare work better for everyone. Build your career with Gainwell, an industry leader. You'll be joining a company where collaboration, innovation, and inclusion fuel our growth. Learn more about Gainwell at our company website and visit our Careers site for all available job role openings. Gainwell Technologies is an Equal Opportunity Employer, where all qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), age, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$97.3k-139k yearly 7d ago
J.P. Morgan Wealth Management - Private Client Advisor - Sacramento and Elk Gove, CA
JPMC
Finance advisor job in Sacramento, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$71k-143k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Career Transition Program
Golden Summit Wealth & Insurance Solutions a Massmutual Firm
Finance advisor job in Roseville, CA
If you've built a successful career in sales, leadership, or another client-facing role and you're ready to build something that's yours, we should talk. At Golden Summit Wealth, we help high achievers make the leap into financial advising with structured training, mentorship, and a clear path to independence. What You'll Be Doing: Building and managing your own book of business with guidance from our experienced leadership team. Helping individuals and families protect what matters most and plan for the future. Partnering with in-house specialists to offer insurance and investment solutions. Participating in our training and licensing program to earn your Life & Health and FINRA licenses. What Makes Someone a Great Fit: Track record of success in sales, leadership, or entrepreneurship. Self-starter with strong relationship-building skills. Eager to learn the financial industry and build a long-term career. Driven, coachable, and ready to build your own business-with support. Why Golden Summit Wealth: Structured training and mentorship to help you launch and grow quickly. Licensing support and ongoing professional development. A collaborative, growth-minded culture backed by one of the most respected firms in the industry. We're a world-class planning firm…. Come see for yourself. Golden Summit Wealth This is a commission-based role with access to a competitive benefits package and resources to help you succeed. #LI-MMNCA1
$45k-90k yearly est. 60d+ ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Sacramento, CA
This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. + Salary for the first five years as you begin to build your practice² + A firm-provided branch office in the community + Branch office support to help lighten the load so you can focus on your clients + A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. **You can also expect...** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Compensation:** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation (********************************************************************************* Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. **What characteristics would make you a successful financial advisor?** + An interest in financial services/markets and how they work + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Comfortable in your ability to think critically + Passion for new opportunities **Can you see yourself...** + Learning to be a financial advisor through our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking ownership of your business's growth and success? + Meeting professional and personal objectives as they relate to building your practice? + Working in and positively impacting your local community? **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-USFATA
$45k-100k yearly 41d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Sacramento, CA
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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$57k-100k yearly est. Auto-Apply 19d ago
Financial Advisor - Sacramento Metro and Surrounding area
Thrivent Financial 4.4
Finance advisor job in Sacramento, CA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$41k-68k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Sacramento, CA
**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 02/13/2026 *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. \#LI-Remote \#SP-1 _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 (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Portfolio Analyst
American AG Credit 4.4
Finance advisor job in Stockton, CA
Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: * Commitment to agriculture and the communities we serve * Family friendly work environment * Investment in employee development * Medical, Dental and Vision coverage * Outstanding 401k - automatic 3% employer contribution, plus match up to 6% * Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) * Competitive Incentive Compensation Plan * Disability & Life Insurance * Employee mental, physical, and financial wellness programs * The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans. ESSENTIAL DUTIES: * Interview loan applicants; prepare loan applications, financial statements and budgets. * Prepare spreadsheets of financial statements, e.g., balance sheets and income statements. * Input all required data into the loan origination and loan processing systems. * Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness. * Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority. * Determine and review legal documentation. * Verify financial statements, review credit reports, and collect relevant data. * Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services. * Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies. * Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance. * Conduct collateral inspections. * Represent the Association at public functions. * Conducts credit training and development programs for staff. * May serve as a member of the employee loan committee or participate in loan committee meetings. * Perform other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: * At least eight years progressively responsible banking or related agricultural lending experience. * BA/BS degree with emphasis on agribusiness, business administration, or equivalent. * Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. * Knowledge of FCA regulations, association, and district policies and procedures. * Demonstrated proficiency in organizing and prioritizing work to meet deadlines. * Strong written and verbal communication skills. * Strong persuasive and interpersonal skills. * Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. * Provides training to credit staff and may serve as a member of or participate in loan committee meetings. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $71,138.70 - Max $123,959.18 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. * Reflected is the national base pay range and title offered for this job at the current level. * Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. * Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.
$71.1k-124k yearly Auto-Apply 13d ago
Portfolio Analyst
Agloan
Finance advisor job in Stockton, CA
Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: Commitment to agriculture and the communities we serve Family friendly work environment Investment in employee development Medical, Dental and Vision coverage Outstanding 401k - automatic 3% employer contribution, plus match up to 6% Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) Competitive Incentive Compensation Plan Disability & Life Insurance Employee mental, physical, and financial wellness programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans. ESSENTIAL DUTIES: Interview loan applicants; prepare loan applications, financial statements and budgets. Prepare spreadsheets of financial statements, e.g., balance sheets and income statements. Input all required data into the loan origination and loan processing systems. Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness. Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority. Determine and review legal documentation. Verify financial statements, review credit reports, and collect relevant data. Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services. Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies. Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance. Conduct collateral inspections. Represent the Association at public functions. Conducts credit training and development programs for staff. May serve as a member of the employee loan committee or participate in loan committee meetings. Perform other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: At least eight years progressively responsible banking or related agricultural lending experience. BA/BS degree with emphasis on agribusiness, business administration, or equivalent. Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. Knowledge of FCA regulations, association, and district policies and procedures. Demonstrated proficiency in organizing and prioritizing work to meet deadlines. Strong written and verbal communication skills. Strong persuasive and interpersonal skills. Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. Provides training to credit staff and may serve as a member of or participate in loan committee meetings. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $71,138.70 - Max $123,959.18 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. Reflected is the national base pay range and title offered for this job at the current level. Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.
$71.1k-124k yearly Auto-Apply 14d ago
Investment Associate
Blue Forest
Finance advisor job in Sacramento, CA
Reports to: Director of Investments Salary: $100k to $110k depending on experience Travel: Approximately 10-20%; tailored to project responsibilities Priority Application Deadline: January 23rd, 2026 Preferred Start Date: March 15th, 2026 Employment Status: Full-time About Blue Forest Blue Forest is a conservation finance non-profit founded in 2015 that is focused on advancing ecosystem restoration through scientific research, financial innovation, and collaborative partnerships. Since 2018, Blue Forest has managed investor capital through its flagship financial product, the Forest Resilience Bond (FRB), which deploys private capital to finance forest restoration projects to reduce the risk of catastrophic wildfires. More recently, Blue Forest established Blue Forest Asset Management (BFAM), an investment management platform connecting investors to compelling, mission-aligned private equity and private credit investment opportunities. BFAM's first investment fund, the California Wildfire Innovation Fund, invests in emerging opportunities across the forest restoration and wildfire mitigation sectors. Building on the success of its first fund, Blue Forest now seeks to expand this impact investing model to support forest stewardship value chains more broadly. Blue Forest is made up of an interdisciplinary team of scientists, engineers, foresters, finance, and communications professionals committed to the mission: “To accelerate ecological restoration through conservation finance, enabling climate resilience for ecosystems and communities.” Employees at Blue Forest are: Committed to Continuous Learning Driven by Collaboration Thoughtful Innovators for Impact Grounded in Science Passionate about Restoring Earth's Ecosystems Position Summary We are seeking a dynamic Investment Associate to join our Blue Forest Asset Management team. The Investment Associate will support investment transactions, portfolio management, and new fund development. This role requires relentless attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include market research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. The primary goals of this position at Blue Forest include: (1) evaluating investment opportunities for BFAM, and (2) contributing to the growth of BFAM as a leading specialist investment platform. Job requirements Responsibilities & Duties Investment Due Diligence and Financial Modeling (50%) Perform detailed financial analysis of investment opportunities, including building and populating accurate and dynamic financial models in Microsoft Excel Screen potential investments and write concise analytical memos and present findings to internal audiences, primarily the Investment Committee Plan and lead investment due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly Coordinate Blue Forest's impact strategy for its investments, including impact quantification efforts Ongoing Investment Management (20%) Coordinate ongoing payment flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant) Monitor covenants and other operational elements of deals Build and maintain financial models as inputs into the Blue Forest portfolio management function Contribute to investor reports and other Blue Forest collateral Investment Product Development (20%) Explore new private markets investment products and opportunities via market research, landscape analysis, and stakeholder engagement Conduct fund financial modeling, prepare materials such as pitch decks and data rooms, and support investor relations for new fund development and capital raising processes Financial Systems and Processes (10%) Continuously improve BFAM Investment team policies, procedures, and playbooks Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management Create and maintain systems, trackers, and processes for the Investment team Desired Skills and Qualifications: Blue Forest will prioritize the following qualifications in the hiring process; however, we only expect candidates to fulfill some criteria and encourage all interested candidates to apply. Minimum 2 years in investments and/or financial analysis experience, with experience in some or all of the following areas required: Private equity, private credit, venture capital, structured finance, or project finance; Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors. Robust financial modeling and Excel skills are a must! Preference for experience with both investment and fund modeling Clear written and verbal communication; ability to translate complex analysis and financial information into concise memos and presentations Experience with investment transactions, including sourcing, due diligence, modeling, and closing Willingness and ability to travel throughout the Western US, including in rural and hard-to-reach areas Exposure to fixed-income investments and/or forestry and climate finance is a plus Demonstrated interest in and commitment to environmental conservation and climate resilience Benefits 100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents Access to a 401(k) retirement plan with a 5% employer match 4 weeks paid vacation and 17 paid holidays; paid sick time and volunteer time 3 months of paid family leave Employer-paid life and long-term disability insurance Access to Dependent Care FSA and Health FSA Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.) Monthly Home Office stipend or co-working space provided Dependent care costs are subsidized for business travel Additional stipends for health & wellness, home internet, and cell service Financial support for professional development Additional Information Blue Forest is a fully remote company with staff located across all four continental U.S. time zones. This job is remote; however, due to required travel around the Western United States, there is a preference for a candidate based in the Western US. Blue Forest also hosts an in-person team retreat each year. HOW TO APPLY To apply to this position, please submit a resume and cover letter for your application through Recruitee. People from historically underrepresented populations and candidates with non-traditional career paths are especially encouraged to apply. If participating in the interview process would require you to incur additional expenses to participate, such as childcare, please let us know, and we are happy to reimburse for reasonable expenses incurred up to $30/hour for twice the length of each interview in which you participate. There will be space to request this reimbursement upon offer of an interview. All done! Your application has been successfully submitted! Other jobs
$100k-110k yearly 29d ago
Financial Advisor - Vacaville
Navy Federal 4.7
Finance advisor job in Vacaville, CA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid Location: 2040 Harbison Drive Ste E, Vacaville, California 95687 Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate
$66.6k-75k yearly Auto-Apply 27d ago
Private Client Advisor- Agribusiness- Wealth Management Group
Direct Staffing
Finance advisor job in Sacramento, CA
Sacramento, CA Exp 5-7 yrs Deg Bach Relo Bonus Job Description We will consider candidates who reside between the Fresno and Sacramento market areas. Position Summary: The Senior Private Client Advisor is the first initial point of contact and the primary contact to our highest income/net worth clients' portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice to include a focus on estate/succession planning. Private Client Advisors are responsible for the Bank's highest-value Wealth Management clients. Position Accountabilities: Acts as the main point of contact for high net worth clients to be introduced into Wealth Management. Demonstrates strong business development skills by acquiring profitable high income/net worth client relationships for Wealth Management. Able to develop quality relationships within the Bank's Agribusiness Banking Division. Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, daily banking, credit or other relevant products, in connections with client's tax, legal, and estate planning professionals. Expands client portfolio through referrals to Trust Officers, Portfolio Managers, and Financial Advisors, Specialty Asset Managers, Wealth Strategists and Family Business Counselors. Responsible for following up to ensure all banking services provided to clients exceed their expectations. Expands and builds relationship with clients by proactively monitoring client's portfolio. Engages clients in the estate/succession planning process Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high net worth client. Ensures documentation is up to date and complete. Maintaining excellent and effective Client Relationships. Maintaining and continuing required license(s). SKILLS AND CERTIFICATIONS Does Candidate have a Bachelors' degree in Finance, Economics or Business/Other? Does candidate have active series 7, 63 or 65 or 66 & Life Insurance licenses Does candidate have experience selling Life Insurance products? Does candidate have experience with estate planning? Does candidate have experience with Trusts? Does candidate have experience working with high net worth Agribusiness clients? IDEAL CANDIDATE 2-5+ yrs. sales experience Experience as a Private Banker working with high net worth agribusiness clients Fully licensed- series 7, 65 or 66 & LIfe Insurance Experience selling Life Insurance Experience in estate planning IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Wells Fargo US bank Rabo Bank Northwestern Mutual NY Life Prudential Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
$68k-126k yearly est. 60d+ ago
Financial Solutions Advisor - Sacramento Region
Bank of America 4.7
Finance advisor job in Sacramento, CA
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday - Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Sacramento - 2861 DEL PASO RD - NORTH NATOMAS BC (CA3203), US - CA - Sacramento - 5744 Stockton Blvd - FRUITRIDGE MANOR BC (CA3135), US - CA - Woodland - 50 W Main St - WOODLAND BC (CA2108) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 18d ago
Commercial Lines Client Advisor
Transcendent LLC
Finance advisor job in Roseville, CA
Job Description Commercial Lines Client Advisor - Roseville, VA (ON-SITE) About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************ #hc212821
$85k-100k yearly Easy Apply 17d ago
Commercial Lines Client Advisor
Transcend Hire Talent Solutions
Finance advisor job in Roseville, CA
Commercial Lines Client Advisor - Roseville, VA (ON-SITE) About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************
$85k-100k yearly Easy Apply 45d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Folsom, CA?

The average finance advisor in Folsom, CA earns between $33,000 and $122,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Folsom, CA

$64,000

$33,00010%

$64,000Median

$122,00090%

What are the biggest employers of Finance Advisors in Folsom, CA?

The biggest employers of Finance Advisors in Folsom, CA are:

Edward Jones
MassMutual
Golden Summit Wealth & Insurance Solutions a Massmutual Firm

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Finance advisor jobs in Folsom, CA - 231 jobs

Financial Services Analyst 2 CX Davis, CA, Job ID 82479

Financial Reporting Analyst (Onsite required)

Financial Advisor II

Financial Advisor

Entry-Level Investment Advisor

Advisor Configuration Management - Roseville, CA

J.P. Morgan Wealth Management - Private Client Advisor - Sacramento and Elk Gove, CA

Financial Advisor - Career Transition Program

Financial Advisor

Financial Advisor

Financial Advisor - Sacramento Metro and Surrounding area

Advisor, Finance Operations

Portfolio Analyst

Portfolio Analyst

Investment Associate

Financial Advisor - Vacaville

Private Client Advisor- Agribusiness- Wealth Management Group

Financial Solutions Advisor - Sacramento Region

Commercial Lines Client Advisor

Commercial Lines Client Advisor

Learn more about finance advisor jobs

How much does a finance advisor earn in Folsom, CA?

What are the biggest employers of Finance Advisors in Folsom, CA?