Finance advisor jobs in Hesperia, CA - 214 jobs

Job Description As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life-from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement. Whether you're launching your career, expanding an existing practice, or transitioning from another profession, you'll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here. Competitive Advantages: Comprehensive training programs, dedicated mentorship, and clear pathways for professional growth Be part of a financially stable, respected industry leader built on strong ethical values Innovative tools and resources to expand your reach and strengthen client connections Sophisticated financial planning and analysis technology to support top performance Flexible work structure designed to promote work-life balance Attractive compensation package complemented by comprehensive benefits True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Compensation Package: Commission pay Ability to Commute: Riverside, CA Ability to Relocate: Riverside, CA: Relocate before starting work Work Location: Hybrid remote in Riverside, CA Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: Bachelor's Degree or equivalent in work experience. Excellent communication and relationship-building skills. Integrity and Strong Work Ethic. Business-minded Spirit. Confidence and Resilience. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

2+ to 5 years experience Provides retirement planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others. Essential Job Functions 1. Provides retirement strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement needs, and providing ongoing advice to the client as to what investment products are in the client's best interest. 2. Creates financial plans for customers. 3. Maintains an in-depth knowledge of the Bank's products and offerings, and promotes these products and offerings amongst clients as appropriate. 4. Provides training to and promotes products between bank branch personnel in conjunction with BWIS Regional Manager. 5. Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products. 6. Provides outstanding customer service by following up on any client service request. 7. Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations. 8. Collaborates with WMG and BOW partners. 9. Deepen relationships with existing book of business. 10. Responsible to grow IAS book of business to meet and exceed annual goal levels. 11. Must be able to develop / maintain cumulative IAS book of business of $ 0 - $9 SKILLS AND CERTIFICATIONS Does the candidate have an active series 7? Does the candidate have an active series 65 or 66? Does the candidate have an active Life Insurance license? Does the candidate have at least 2 years investment sales experience? Does the candidate have a clean FINRA record? Does the candidate have experience selling annuities and managed money products? IDEAL CANDIDATE * Professionalism and the WANT to be a part of the team * Think, dress, act with integrity * Academic background and professional background * Self-motivated * Hunger to be successful, driven to succeed * Why are you a financial advisor? Is it a passion or a need to have this type of position * Collaborative * Business partners, agreement for success * Reflecting communities we service * Ethnic and gender diversity * “Closers” needed * Ask for the business at the end of appointments, ask for referrals. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If you're interested please read on and send in your resume. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus. The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. The organizational structure provides direct access to executives within the firm. Providing financial advisory services to clients Working with clients to achieve their specific financial goals & objectives Managing investment portfolios and client relationships Assisting clients with specific needs and structuring client portfolios accordingly. Maintaining up-to-date knowledge of investment products, various financial markets and regulatory requirements WHAT YOU WILL NEED TO QUALIFY: Bachelors Degree highly preferred FINRA Series 7 & 63 Knowledge and passion for Finance industry Excellent communication skills

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. **Northrop Grumman Aeronautics Systems (NGAS)** is seeking a qualified Principal Financial Analyst to join our team of qualified, diverse individuals. This position will be located **on site** in **San Diego, CA, Palmdale, CA or El Segundo, CA** supporting the Air Dominance Division. The selected candidate will directly report to the Finance Manager and job responsibilities will include, but not be limited to, the following: **Essential Functions:** + Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting and analysis, and profitability analysis. + Supports development of consolidated program Long Range Strategic Plans (LRSP) and Annual Operating Plans. + Works with the business management teams to develop strategies to improve financial performance based on metrics and to support the management & reporting requirements for the program. + Support the management of program financials, including financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, unbilled analysis, and aged receivables analysis). + Supports review, analysis, and management of invoicing and collections. + Support Sarbanes-Oxley (SOX) compliance and documentation. + Coordinate with the functional business management teams to develop strategies to improve financial performance based on metrics. + Support the development of presentations for, and occasionally brief to, Program, Division, Sector, and Corporate leadership. + Supports initiatives and ad hoc requests from Program, Division, Sector, and Corporate leadership. + Interface with business, program, and corporate personnel. **Basic Qualifications:** + Bachelor's degree with 5 years of experience in Business Administration, Finance, or accounting, financial analysis, or industry related fields. Master's Degree with 3 Years Business Administration, Finance, or accounting, financial analysis, or industry related fields + Experience with Microsoft Office including Excel and PowerPoint. + Data and financial analysis skills, including use and understanding of spreadsheets. + **Active DOD Secret clearance with completed investigation in the last 6 years, and the ability to obtain special program access** . **Preferred Qualifications:** + Prior experience with Northrop Grumman financial planning, reporting and analysis. + Experience with IBM Cognos and Planning Analytics. + Experience with the Annual Operating Plan and Long-Range Strategic Plan processes. + Excellent verbal and written communication skills. + Excel experience including Macros, MS Excel (e.g., INDEXMATCH, Pivot tables), and MS PowerPoint skills preferable. + Understanding of US Government procurement and contracting, Cost Accounting Standards, and FAR. + **Active DOD Top Secret clearance with completed investigation in the last 6 years.** Primary Level Salary Range: $91,200.00 - $136,800.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

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.

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 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. Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred 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.

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.

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: Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desired: Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: Fullerton, CA Total Cash Compensation: Base Pay Range ($55,000-$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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 a diverse and 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. 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. 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. 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 Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days. Has three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Depth and breadth of relationship management product/solutions knowledge and experience Acts as a client advocate Is a self-starter who efficiently manages time and capacity 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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Ontario - 901 Via Piemonte (CA6540) Pay and benefits information Pay range$75,000.00 - $85,000.00 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.

7801 DEPARTMENT/ADMINISTRATION: Office of Business and Finance POSITION: Administrative, Exempt, Full-time (40 Hours) SALARY RANGE: $75,000-$85,000 HIRING RANGE: Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training. INTRODUCTORY PERIOD: Twelves (12) Months AVAILABLE: Immediately BENEFITS OVERVIEW: BROCHURE POSTING DATE: January 22, 2026 APPLICATION DEADLINE: Open Until Filled, Apply Immediately Definition of Classification: Under general direction, this position is responsible for providing analysis and support for various Department Managers, Deans, Cabinet members, Board Committees and the Institution. Reports to and receives direction from the Senior Budget Officer and Director of Financial Planning & Analysis. May also receive direction from the Budget Division Managers/Senior Financial Analysts. This position plays a key role in financial planning, analysis, and decision support to management. This position involves analyzing financial data, preparing forecasts and budgets, conducting variance analysis, assisting with timely month end closes, and providing actionable recommendations. This position requires flexibility to occasionally work evening and weekend hours as well as the ability to travel, as required. Travel is expected to be infrequent but may involve trips to other campuses; reporting location will be the Redlands campus. Duties and Responsibilities: The duties and responsibilities include, but are not limited to, the following: Developing and Maintaining complex Budget Models, including: Student Revenue Models Works with the Enrollment Team and others to develop projected enrollments over a multi-year period. Gains an understanding of each program, including how students flow through the program and unique aspects of the program including special fees, financial aid, etc. Routinely updates models and reconciles to actual results. Expenditure Models Program Expenditure Models for proposed, new and existing programs Non-Personnel Expenditure monitoring and analysis Provides Financial Analysis support to various divisions, departments and schools which include the following (subject to change depending upon changing needs): College of Arts & Sciences: Census Reconciliations (Includes reconciling all sources of net student revenue) Housing, Food Service & Residence Life Redlands Student Government San Francisco Theological Seminary Student Affairs Athletics Office of Career & Professional Development Counseling Center President's Office General Counsel General Institutional Budget Manager Training Includes on-boarding new budget managers Management of access to critical systems such as Colleague and Prophix Monitors, analyzes and assists in the negotiation of leases and purchase agreements for services and equipment. Must have the ability to undertake new initiatives and develop an appropriate approach and ask appropriate questions to develop comprehensive budget models. Prepares materials for presentations to the President's Cabinet, Board of Trustees and other audiences as needed. Evaluates the financial impact of proposed projects, strategic objectives, potential new programs, mergers, acquisitions, and assesses risks and opportunities. May include pro-forma financial reports for reporting to accreditors, auditors, and other internal and external audiences. Updates Budget Models in systems (Prophix, the University's Budget Software), develops and updates custom reports. Provides monthly budget monitoring reports for areas of responsibility. Meets regularly with Cabinet Members and other Budget Managers to identify cost savings, efficiencies and potential new sources of revenue. Gathers data from primary and secondary sources, maintaining databases and data systems. Provides assistance and training to budget managers/users and performs model maintenance tasks. Analyzes monthly/quarterly student revenue to properly accrue revenue by month in preparation of timely monthly and quarterly closes. Prepares other adjustments as needed for month and quarter-end closes. Performs other related duties as assigned. Qualification Guidelines Any combination equivalent to, but not limited to, the following: Experience/Training/Education: Required: Bachelor's degree in finance, accounting or related field. Master in Business Administration or Certified Public Accountant or relevant financial certifications preferred. Minimum of 3 years of financial management/analytical experience; higher education institution preferred. Advanced-level Microsoft Excel, including at least 2 years of experience in creating financial models and analyses, with demonstrable fluency in VLOOKUP, conditional formatting, macros, advanced charting, pivot tables, and pivot reporting. Advanced skills in Microsoft Office software including Word, PowerPoint and Outlook. Preferred Experience with Prophix Software Experience with Business Objects Experience with Data Warehouses Experience with Ellucian Colleague Knowledge and Skills: Fluency and confidence in discourse with senior and executive leadership and other key constituents. The ability to convey financial information to those who may or may not have a financial background. Aptitude to learn new and evolving technology and recommend ways to improve position's efficiency. Excellent technical, analytical, and critical thinking skills. Excellent organizational skills. Ability to prioritize tasks and manage multiple projects and deadlines. Ability to adapt to changing priorities. The ability to multitask and work under pressure in a fast-paced, dynamic environment with tight deadlines. Self-motivated and able to work toward problem solutions. Ability to operate standard office equipment. Ability to recommend appropriate courses of action within established guidelines. Ability to foster strong, positive relationships and align both internal and external resources to achieve university objectives. Ability to exercise discretion and work with confidentiality. Ability to work independently under general direction. Must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff. Physical Requirements/Working Conditions: Working Conditions: Standard office setting. Duties performed are primarily in an office environment while sitting at a desk or computer workstation or in meetings. At least minimal environmental controls to assure health and comfort. Physical Demands: Incumbents regularly sit for long periods; walk on a regular basis; travel to various locations to attend meetings and conduct work; use hands and fingers to operate an electronic keyboard or other office machines; reach with hands and arms; stoop or kneel or crouch to file; climb stairs; speak clearly and distinctly to answer telephones and to provide information; see to read fine print and operate computer; hear and understand voices over telephone and in person; and lift, carry and/or move objects weighing up to 20 pounds. TO APPLY: A resume/CV and cover letter are required. In compliance with The Americans with Disabilities Act, if selected for the interview process and accommodations are needed, please call **************. If you are unable to complete an application due to a disability, contact us at ************** to ask for accommodation or an alternative application process. HIRING RANGE: Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training. The University of Redlands is required to provide a reasonable estimate of the compensation range for this role. This range considers the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University reasonably expects to pay for this position is defined as the Hiring Range. Placement within the Hiring Range is determined by internal equity, and relevant qualifications. BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. The University will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current employee who was conditionally offered the position. DRIVER'S LICENSE CHECK: Possession of a valid Driver's License is required for certain positions. Employees in positions that require a valid Driver's License will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record. PHYSICAL AND PSYCHOLOGICAL EXAMS: For certain positions typically in Public Safety, Facilities, Athletics and Information Technology Services departments, employment is contingent upon a candidate passing a pre-employment physical exam with the ability to lift in excess of 50 lbs. Public Safety Officers, in addition to a pre-employment physical exam, will also be required to pass a psychological evaluation. FOR MORE INFORMATION VISIT Human Resources (redlands.edu) SUBMISSION OF A RESUME OR APPLICATION INDICATES AGREEMENT THAT THE UNIVERSITY MAY VERIFY ANY AND ALL INFORMATION CONTAINED THEREIN. MEMBERS OF UNDERREPRESENTED GROUPS ARE ENCOURAGED TO APPLY. AN EQUAL OPPORTUNITY EMPLOYER Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Arrowhead Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch located in Yucaipa, CA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches. Responsibilities: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * High school diploma or equivalent (Bachelor's Degree Preferred) * Minimum of two (2) years investment sales experience (preferably in a financial institution) * Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 * Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) * Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: * Demonstrated ability to sell products and services to investment clients; evidence of strong sales results * Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space * Excellent knowledge of investment/insurance products and financial planning Core Competencies: * Strong self-motivation and ability to work independently * Excellent verbal, written and interpersonal communication skills * Possess strong organization skills * Excellent customer service and business focus with a great attention to detail * Effective research and analysis skills #LI-Onsite Pay Range:68640 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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 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. Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred 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.

**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. + All licenses must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated Posting End Date:** 2026-02-28 Base Pay Range: $100,000/yr - $110,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Job Description As a Junior Financial Consultant at OSI, you will launch your career at the intersection of finance and technology, helping implement ERP solutions that transform client accounting and financial operations. Working closely with senior consultants, OSI teammates, and customer accounting leaders, you will play a critical role in ensuring that accounting and financial models are accurately designed, implemented, and adopted. This is an entry-level role tailored for ambitious graduates who want to grow beyond traditional accounting and into client-facing consulting, where structure, decisiveness, and collaboration are key Requirements Key Responsibilities: • Partner with OSI teammates and client accounting leaders to translate financial processes into ERP functionality, including budgeting, reporting, and compliance models. • Assist in the implementation of accounting workflows, ensuring that system configurations align with financial best practices. • Document requirements, map processes, and prepare detailed diagrams to guide successful implementation. • Test ERP financial modules to validate accuracy, completeness, and compliance with accounting standards. • Support change management by training client staff on new workflows and ensuring adoption of ERP-driven processes. • Communicate progress, risks, and issues clearly to both OSI project teams and client executives. • Develop consulting skills through exposure to executive decision-making, structured analysis, and client collaboration. Desired Traits & Skills • Structured & Organized: Able to break down accounting processes into actionable steps that fit ERP models. • Collaborative & Communicative: Works well with internal teammates and client executives, keeping all stakeholders aligned. • Resilient & Adaptable: Handles demanding schedules, shifting priorities, and client-facing challenges with composure. • Ambitious & Driven: Views this role as the first step in a consulting career, eager to learn and take on greater leadership. • Solid technical foundation in accounting principles and excellent Excel proficiency. • Integrity and professionalism in all interactions. Education and Experience • Bachelor's degree in Accounting or Finance (required). • Internship or early professional experience in accounting or finance preferred. • Proficiency with Microsoft Excel; exposure to ERP or financial software is a plus. • Demonstrated ability to manage multiple priorities with accuracy and accountability Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Flexible Time Off Short Term & Long Term Disability Training & Development

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management products can be sold. Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances. Advises the customer regarding the advantages, risks, and disadvantages of different financial products Markets, services, or promotes financial products. Develops internal referral resources to identify existing customers Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships. Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business. Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales. Ensures products sold are suitable for client's risk tolerance and other appropriate factors. Maintains all necessary licenses and registrations as required. Keeps abreast of product knowledge. Successfully completes all mandatory training assigned in a timely manner. Maintains superior and courteous service to promote products and expand customer relationships. Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards. QUALIFICATIONS • Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.• Experience: 2+ years of experience in financial related product sales, service, and advising.• Language: Fluency in English and Chinese (Mandarin or Cantonese).• Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment. OTHER DETAILS $68,640 + commission Pay determined based on job-related knowledge, skills, experience, and location.

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's degree in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-JH2

Eastern Municipal Water District (EMWD) is seeking two highly motivated individuals to fill two vacancies in our Finance Department for the positions of Financial Analyst I/II . If you meet the qualifications outlined below, and you are interested in joining a dynamic business environment working with a stellar team of professionals, we encourage you to apply for these excellent employment opportunities! Under general supervision (Financial Analyst I) or direction (Financial Analyst II), performs responsible, professional administrative, financial, budgetary, statistical and other management analyses in support of departmental or District-wide activities, functions and programs; performs a variety of technical and analytical duties associated with the preparation of reports, studies, and financial records; recommends action and assists in formulating policy and procedure related to financial planning, budgets, rates, charges, debt, investments, banking, and other financial activities; and performs related duties as assigned. CLOSING DATE & TIME: February 17, 2026, 4:00PM Pacific Time SALARY: Financial Analyst I: Range 215: $44.47 - $55.39 Hourly; $7,708.13 - $9,600.93 Monthly Financial Analyst II: Range 218: $51.48 - $64.11 Hourly; $8,923.20 - $11,112.40 Monthly The ideal candidate will have the following knowledge, skills, and abilities (Special Funding): 1. Analytical/Critical Thinking: Ability to analyze and interpret complex financial reports and models. The candidate should be comfortable and competent in Excel and able to work with large databases and locate and identify anomalies in databases, financial models, and banking or property tax data. 2. Coordination & Communication Skills: Ability to analyze complex financial data and communicate it to multiple parties. 3. Financial/Capital Markets Knowledge: Understanding of fixed income securities and related markets. Understanding terms and concepts such as bonds, par, coupon, amortization, debt service c coverage, etc. 4. Written Communication: This position requires correspondence and narratives to be written which will be distributed to outside resources and the public. The candidate should demonstrate the ability to articulate thought in a manner that is sufficient in representing EMWD. The ideal candidate will have the following knowledge, skills, and abilities (Treasury): 1. Treasury Operations & Cash Management: Process ACH/NSF returns, download and review daily bank reports, monitor cash positions, and ensure transactions flow correctly between the bank and financial system for reconciliation. 2. Payment Processing & Banking Platforms: Initiate and validate wires and ACH payments, follow dual control procedures, meet cut-off times, and work confidently within online banking systems. 3. Investment Trade Entry & Back-Office Support: Enter and verify fixed-income trades, confirm settlement details with brokers/custodians, maintain investment logs, and track maturities and policy limits. 4. Reporting, Reconciliation & Research: Prepare monthly treasury reports and other reports as needed by management, assist with bank reconciliations, investigate deposit/balance discrepancies, and perform basic Excel analysis (pivot tables, SUMIF, INDEX-MATCH, etc.). The purpose of this recruitment is to fill 2 vacancies. DISTINGUISHING CHARACTERISTICS Financial Analyst I: This is the entry-level class in the Financial Analyst series. Initially incumbents learn and perform routine financial, budgetary, statistical and other management analyses work. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Financial Analyst II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Financial Analyst II: This is the full journey-level class in the Financial Analyst series. Positions at this level are distinguished from the Financial Analyst I by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. SUPERVISION RECEIVED AND EXERCISED Receives general supervision (Financial Analyst I) or direction (Financial Analyst II) from assigned supervisory or management personnel. Exercises no direct supervision over staff. PLEASE NOTE: In-person, pre-employment interview and/or testing is part of the selection process for this position. BENEFITS: For an overview of EMWD's excellent benefits package please click on the following link: EMWD Benefits Summary To learn more about working at EMWD, view our Join EMWD video by clicking here. EMWD's mission is to deliver value to our diverse customers and the communities we serve by providing safe, reliable, economical and environmentally sustainable services. EMWD is a leader in sustainability efforts that provide long-term benefits to the environment and establishes EMWD as an industry front-runner in adapting to climate change. We have invested in solar energy programs that provide significant environmental benefits, are modernizing our fleet vehicles to be further reliant on clean energy, and have a long-term strategic priority to further reduce our carbon footprint while reducing financial impacts to customers. Required Skills Knowledge of: Positions at the Financial Analyst I level may exercise some of these knowledge and abilities statements in a learning capacity. Principles, practices and terminology of financial statement preparation. Budgeting principles and terminology. Cost accounting methods and procedures. Bond math, including amortization schedules and arbitrage calculations. Federal, state and local laws, codes and regulations in assigned areas of responsibility including professional standards and regulations relating to the financial administration of public agencies. County property tax levy process. Principles and practices of business data processing, particularly related to the processing of financial and statistical information and interpretation of input and output data. The District's Chart of Accounts and multiple District cost center coding structure. Basic principles and practices of cash flow and investment portfolio management. Policies and procedures related to debt administration. Principles, practice, and terminology of cost analysis and rate setting. District and mandated safety rules, regulations, and protocols. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and District staff. The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar. Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed. Ability to: Perform analytical and technical duties in the District's financial reporting, budgeting, investments, forecasting, debt administration, rates, and related areas. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed. Make calculations and tabulations and review fiscal and related documents accurately and rapidly. Understand and carry out written and oral instructions. Prepare clear and accurate financial records and reports. Make clear and concise oral presentations. Effectively represent the department and the District in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Presentations/Reports/Assignments for meetings to include: Student Surveys New Initiative Testing Research and review of specific items Review student documents General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and how to best help them. Job Requirements: Must currently be a registered student at La Sierra University Able to communicate both written and orally. Able to analyze, critique, and provide feedback. Wage: $25/hour

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Seeking Financial Analyst for strong, stable, growing organization Summary We are seeking a detail-oriented and forward-thinking Financial Analyst to support critical financial operations within our manufacturing environment. The ideal candidate brings strong analytical capability, excels in Excel-based financial modeling, and has the ability to communicate insights clearly across departments. This Financial Analyst must demonstrate diligence, approachability, and a proactive mindset in driving continuous improvement. Preferred Qualifications of the Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or related field Advanced degree (MBA, MSF, MAcc) is highly preferred Minimum 2+ years of financial analysis experience Prior experience in a manufacturing environment (required) Highly proficient in Microsoft Excel (advanced formulas, modeling, analysis) Strong communication skills and ability to present insights to multiple departments Demonstrated forward-thinking mindset with a diligent, approachable working style Financial Analyst's Primary Responsibilities Lead costing activities, including monitoring, analyzing, and reporting material and production cost trends Manage inventory reporting, ensuring accuracy, timeliness, and alignment with operational data Serve as backup for month-end close processes, including journal entries, accruals, and financial support Perform detailed account reconciliations and ensure compliance with internal controls Prepare and deliver reports and dashboards across departments; present findings clearly and concisely Collaborate with cross-functional teams to understand operational impacts and financial performance Make recommendations for process improvements, cost efficiencies, and performance optimization Support ad hoc financial analysis to guide strategic decision-making Key Attributes for the next Financial Analyst Forward-thinking and proactive Approachable and collaborative Highly diligent with strong attention to detail Clear, articulate communicator capable of partnering with all levels of the business Apply today and let's chat about your next great opportunity! Location: 100% on-site available to candidates within a commutable distance to company headquarters. Salary: $80,000 - $90,000 with bonus potential #LI-KE1 #INJAN2026 Click here to apply online