Investment Consultant- Indian Wells, CA
Finance advisor job in Indio, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Advisor
Finance advisor job in Hemet, CA
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. 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.
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
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.
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
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.
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.
Financial Solutions Advisor - Southern Inland Empire
Finance advisor job in Hemet, CA
Hemet, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
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. 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 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 this is a sourcing requisition there might not be an immediate opening for every location listed*******
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst | Full-Time | Acrisure Arena
Finance advisor job in Palm Desert, CA
Oak View Group
Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event industry. Offering an unmatched, 360-degree solution set for a collection of world-class owned venues and a client roster that includes the most influential, highest attended arenas, convention centers, music festivals, performing arts centers, and cultural institutions on the planet.
Overview
The Financial Analyst contributes to the accuracy and integrity of all aspects of financial and accounting activities for the Acrisure Arena. The ideal candidate is a detail-oriented, proactive, and a collaborative professional responsible for supporting the financial infrastructure of the Accounting and Financial Team. This position reports to the Vice President of Finance and Administration.
This role pays an annual salary of $70,000-$80,000 and is bonus eligible
Benefits for Full-Time roles: Health, Dental and Vision Insurance, 401(k) Savings Plan, 401(k) matching, and Paid Time Off (vacation days, sick days, and 11 holidays)
This position will remain open until November 7, 2025.
Responsibilities
Generate and distribute month-end, year-end, event and ad hoc reports.
Generate monthly balance sheet reconciliation reports.
Oversee the revenue recognition cycle.
Work directly with auditors.
Assist in budget creation.
Prepare journal entries for month-end closing process.
Prepare and adjust forecasts as events are booked.
Assist in monthly, quarterly, and year-end financial reports, prepare variance analysis.
Support facility goals and priorities relating to financial management, budget, accounting, audit, purchasing, and/or payroll in compliance with State and Federal law, and policies and procedures.
Track compliance with all provisions of the sponsorship and premium contracts.
Assists with event settlements, a minimum of one evening a month.
Manage Accounts Receivable processes.
Perform account reconciliations, analyze discrepancies, and suggest course of correction.
Other duties as assigned.
Qualifications
3-5 years of experience
Bachelor's Degree, Accounting or Finance preferred or equivalent combination of education and experience.
Experience with NetSuite is highly preferred.
Ability to summarize and analyze accounting information.
Ability to record and document financial transactions.
Knowledge of accounting concepts and practices including revenue recognition, accruals, deferred revenue and intercompany transactions.
Strong math aptitude and ability to attend to detail.
Advanced proficiency with Microsoft Excel.
Demonstrate sound organizational, coordinating, and personal interface skills.
Demonstrate excellent written and verbal communication skills, including the ability to successfully communicate with the public, other employees, and vendors.
Ability to multi-task and prioritize in a fast-paced environment.
Proven job reliability, diligence, and dedication.
Strengthened by our Differences. United to Make a Difference
At OVG, we understand that to continue positively disrupting the sports and live entertainment industry, we need a diverse team to help us do it. We also believe that inclusivity drives innovation, strengthens our people, improves our service, and raises our excellence. Our success is rooted in creating environments that reflect and celebrate the diverse communities in which we operate and serve, and this is the reason we are committed to amplifying voices from all different backgrounds.
Equal Opportunity Employer
Oak View Group is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis (“protected class”) including, but not limited to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
Auto-ApplyBOTTEGA VENETA, Client Advisor, Palm Desert
Finance advisor job in Palm Desert, CA
Inspiring individuality with innovative craft since 1966, creativity lies at the heart of Bottega Veneta. Born in Vicenza, the house is rooted in Italian culture yet maintains a global outlook. An inclusive brand with exclusive products, Bottega Veneta is as much a feeling as it is an aesthetic.
Job Description
We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Palm Desert.
How you will contribute:
* Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives
* Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales
* Establish and nurture strong relationships with all clients, routinely updating and maintaining client profile records
* Maintain an open, learning attitude by continuously seeking and receiving feedback from colleagues and management
* Sustain a high level of product knowledge (technical and inspirational) on all collections by utilizing various training resources provided by the Company
* Assist management with basic store opening and closing procedures such as cycle counts and/or light cleaning duties, maintain visual standards including merchandise presentation, signage, lighting, and general maintenance as requested
* Comply with all company policies and procedures
* Maintain an environment where all associates are treated fairly and with dignity and respect
Who you are:
* 1-2 years of previous retail sales experience in a customer service related field; preferably a luxury environment
* Ability to consistently achieve and exceed sales goals and KPI's
* Builds and maintains a loyal client following
* Has a genuine interest in fashion and follows industry trends/news
* Exhibits a strong work ethic, leadership skills, high energy level, and is team-oriented
* Possesses strong verbal and written communication
* Maintains a polished and well-groomed appearance at all times
* Luxury retail sales experience preferred
* Ability to be mobile on the sales floor for extended periods of time
* Available to work closing shifts a minimum of 3 times per week, minimum of 3 Saturdays per month and two Sundays per month, annual inventory and entire holiday season
* Ability to climb a ladder and lift packages weighing 5-8 lbs. on a regular basis
Salary Range- California:
* Salary range of $18.00-20.00/hr (plus overtime & commission eligibility)
Why work with us?
This is a fabulous opportunity to join the Kering adventure and to actively contribute to the development of the business by becoming part of a global Luxury Group that offers endless possibilities to learn and grow. Talent development is a managerial principle at Kering and we are committed to fostering internal mobility. Our common vision promotes leadership skills and helps every employee to reach their full potential in a stimulating and fulfilling workplace environment.
Kering is committed to building a diverse workforce. We believe diversity in all its forms - gender, age, nationality, culture, religious beliefs and sexual orientation - enriches the workplace. It opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to adapt to a changing world. As an Equal Opportunity Employer we welcome and consider applications from all qualified candidates, regardless of their background.
EOE M/D/F/V
Job Type
Regular
Start Date
2025-11-07
Schedule
Full time
Organization
Bottega Veneta Inc.
Auto-ApplyPlanning & Financial Analyst III
Finance advisor job in Coachella, CA
Job Details Coachella, CA Full Time Day Strategy - PlanningDescription
Develops, interprets, and implements complex financial and accounting concepts, or techniques for financial planning and control. Under the general supervision of the Director of FP&A, the person in this role is responsible for identifying opportunities to improve corporate performance by analyzing and optimizing all aspects of the casino operations and relevant areas including revenue, costs, forecasts, general operations, marketing, and gaming industry specific data (i.e. slot performance, volatility, and hold) among other related FP&A duties. This position will perform objective analysis of gaming operations, present findings & recommendations to Operations Management under the guidance of the Director of FP&A. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide outstanding customer service to guests and all other employees by exceeding our mission statement.
Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued.
Coordinates with all levels of management to gather, analyze, summarize and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements and operating forecasts.
Assists in the annual development of the forecasting and budgeting process and other business initiatives.
Analyzes financial information to determine present and future financial performance and identifies trends and recommends improvements accordingly.
Prepares a standard set of analytical reports, including ratio analysis, key metrics at month-end.
Provide statistical and analytical support in the development, implementation and evaluation of all operational department programs as assigned.
Provide analysis of labor and key business indicators and provide recommendations for efficiency.
Researches and prepares economic and statistical reports on subjects such as rate of return, depreciation, cash flow, profit margins, etc.
Analyze both the profitability of customer database marketing programs and special events.
Analyzes contracts or other financial obligations of the casino to ensure favorable agreement terms.
Develop decision models and reporting to help with decision making.
Partner with all levels of management on key business drivers to identify potential opportunities and risk.
Conducts ad hoc, cost/benefit analysis and/or breakeven analysis for various projects assigned.
Strong attention to detail with continuous improvement
Maintain positive working relationships.
Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS).
Present a positive image of the Tribal organization to its guests and vendors and to assist them as required.
Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment.
Perform any other duties that may be assigned from time to time.
WORKING CULTURE ENVIRONMENT:
Strong proactive skills
Ability to plan workload and manage multiple projects with competing priorities
Ability to work with a high level of independence and or with related departmental Team members.
Strong attention to detail with continuous improvement
Advanced analytical skills and ability to support business decision making using quantitative analysis
Excellent communication skills both verbal and written.
Effective communicator in framing and presenting a concept or hypotheses
Proven analytical and organizational skills to meet deadlines in an environment of often-changing priorities.
Highly driven and self-motivated, with an entrepreneurial spirit. Ability to flourish in a multi-cultural environment.
ADVANCED RESPONSIBILITIES & TOOLS
Basic knowledge of Microsoft 365, Oracle, SQL, and working knowledge of Power Business Intelligence tools is an asset or related query tools.
Collaborates with appropriate staff to gather input and feedback concerning system needs.
Resolves issues and problems related to system platforms.
Maintains or assists with maintenance of accounting information systems.
Reviews complex financial accounting work processes, systems, and procedures for efficient workflow and conformity with accounting principles.
Reviews the internal controls and security of all automated accounting applications to ensure conformity with auditing standards.
Gathers and compiles information on processes, organizational structure, computer technology, policies, and procedures.
Analyzes and reviews proposals for any system related to financial accounting methods, policies, and procedures; recommends improvements.
Analyzes system design alternatives and identifies potential improvements to existing systems and processes.
Administers and improves the company's corporate financial model including the company's cash and liquidity forecast
Ability to plan workload and manage multiple projects with competing priorities
Contributes to preparation of various analyses and corporate presentations for senior and executive management, the Board of Directors, investors, research analysts, and lenders.
OTHER REQUIRED SKILLS/ABILITIES:
Create collaboration tools for onboard teams and work to remove or reduce intra and interdepartmental communication barriers. Create a forum for revenue generating ideas.
Thorough understanding of generally accepted accounting principles (GAAP).
Thorough understanding of generally accepted auditing standards (GAAS).
Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
SUPERVISORY RESPONSIBILITIES:
This job does not require supervisory duties.
Qualifications
EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED):
Bachelor's degree (B.S. or B.A.) in Finance, Accounting or Mathematics or related field; MBA preferred, but not required.
CPA/CMA/CAP/CFA preferred, but not required.
Minimum 3-5 years of experience as a Financial Analyst, Accounting, or Finance role desirable.
Must be proficient in all Microsoft Office applications (must be comfortable with advanced level applications in Excel and Access plus data query tools); preferred experience in other computer applications includes Bally's slot accounting system, Infinium, MMS and Kronos timekeeping (or similar industry applications).
CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS:
Must pass periodic random drug screens.
Must be able to pass background suitability investigation.
Must obtain a Tribal Gaming License.
Must obtain all other applicable certifications and licenses.
Must provide proof of eligibility to work in the United States within 72 hours of employment.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Multiple locations.
Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours.
Must be available for emergency calls 24/7.
Must be available to work weekend and holidays.
Some enterprises are gaming facilities.
Some enterprises are not a smoke-free environment.
Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis.
INDIAN PREFERENCE ACT:
The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA:
1. Tribal Members
2. Other Native Americans
3. All other ethnic groups
Financial Analyst- Onsite- F/T (32590)
Finance advisor job in Rancho Mirage, CA
JOB DESCRIPTION SUMMARY - FINANCIAL ANALYST Reporting to the Manager of Budgeting and Analysis the Financial analysts will leverage a strong accounting and modeling background to review and report financial data, predict future results and drive process and policy improvements.
ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned)
* Assist with financial planning and modeling. Create in depth financial models using databases, Excel and other software.
* Apply statistical techniques to address practical issues in a casino environment.
* Create mathematical models that will improve analytical tools or provide advanced methods to research performance of games and promotions.
* Investigate methods to analyze slot play, table games and/or marketing and entertainment events
* Supports the annual budgeting process, assists with cost and variance analyses.
* Analyze performance of slot machines in casino environment.
* Analyze opportunities to improve profits.
* Use financial analyses, and the study of industry and market trends to compile data that will be used in planning meetings.
* Create executive level presentations.
* in preparing audit reports to assure compliance with company policies and standards.
* Maintain fiscal budget reporting and monitors monthly variances to actual monthly results.
* Assists departments with budget or G/L inquiries.
* Creates implements and oversees revenue and expense reports for the Marketing Department.
* Responsible for generating weekly reports that include casino revenues, response on mailers and coupon offers, revenue generation from concerts, promotions, tournaments, special events and other items as necessary.
* Assist Database Marketing with tracking of direct and electronic mail offers.
* Provides excellent guest service to both guest and internal clients.
* Must comply with all applicable ACCRS and SRC System of Internal Controls, Standard Operating Procedures and all Tribal Regulations.
Qualifications
QUALIFICATIONS - FINANCIAL ANALYST
* BA in Business Administration or equivalent preferred; MBA a plus.
* Financial Analyst experience in Gaming or Resort/Hospitality preferred; or a combination of education and experience.
* Must be competent in the preparation of financial statements and reports.
* SQL, Access or other database experience required.
* IGT Advantage player tracking system experience a plus.
* Proficiency in Microsoft Office programs preferred.
* Excel skills including vlookups, charting, pivot tables, and preferably PowerPivot required.
* Goal oriented with a strong desire to learn and implement best practices.
* Strong organizational and communication skills
SUPERVISORY RESPONSIBILITIES
None
WORKING CONDITIONS/PHYSICAL DEMANDS
Must be able to grasp, bend, lift and/or carry or otherwise move goods weighing a minimum of 25 lbs. on an intermittent basis, and sufficient dexterity of hand in order to use office equipment including, but not limited to: a computer keyboard, calculator, general office equipment and multi-line telephone.
To perform this job successfully, the individual must me able to stand, move and work throughout the office area and properties, including walking up to 1 ½ mile, climbing stairs and sitting at a desk/work station for the duration of the shift. Typically the individual will be housed in an office environment. The noise level in the work environment is usually moderate, but may escalate during times of renovation or repairs.
Client Advisor (Full-time), A|X Outlet
Finance advisor job in Cabazon, CA
As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience.
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service.
Our team mission is passionately conveying the vision of Giorgio Armani.
QUALIFICATIONS & SKILLS
* Preferred retail experience in a similar position
* High School diploma/GED preferred
* Excellent communication (verbal and written) skills and demonstrated passion for working as a team
* Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred
* While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset
* Able to work a flexible schedule, including holidays, nights and weekends
The appointed candidate will be offered a salary within the range of $17.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions.
Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience.
Compensation:
$17.00 - $17.00
Investment Consultant- Indian Wells, CA
Finance advisor job in Indian Wells, CA
**Your opportunity** _At Schwab,_ _you're_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What you have**
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
+ Bachelor's degree or equivalent work-related experience
+ A valid and active Series 7 license required
+ A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
+ A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
+ Certified Financial Planner (CFP) certification is preferred
+ Minimum of two years of experience in the financial services industry (required)
+ Financial business development experience (highly preferred)
+ Knowledge of brokerage/banking products and services
+ Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
Financial Solutions Advisor Registration Candidate - Hemet Financial Center
Finance advisor job in Hemet, CA
Hemet, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***********************************************************************************************************************************************
**Job Description:**
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 and 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!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
**We'll help you**
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications:**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills:**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
+ Trading
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Schedule:** Monday - Fridays and rotating Saturdays
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst | Full-Time | Acrisure Arena
Finance advisor job in Palm Desert, CA
Oak View Group
Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event industry. Offering an unmatched, 360-degree solution set for a collection of world-class owned venues and a client roster that includes the most influential, highest attended arenas, convention centers, music festivals, performing arts centers, and cultural institutions on the planet.
Position Summary
The Financial Analyst contributes to the accuracy and integrity of all aspects of financial and accounting activities for the Acrisure Arena. The ideal candidate is a detail-oriented, proactive, and a collaborative professional responsible for supporting the financial infrastructure of the Accounting and Financial Team. This position reports to the Vice President of Finance and Administration.
This role pays an annual salary of $70,000-$80,000 and is bonus eligible
Benefits for Full-Time roles: Health, Dental and Vision Insurance, 401(k) Savings Plan, 401(k) matching, and Paid Time Off (vacation days, sick days, and 11 holidays)
This position will remain open until November 7, 2025.
About the Venue America's hottest music festival destination finally has the world-class arena it deserves. Now open, the brand new Acrisure Arena provides the greater Palm Springs area of Southern California with a premiere 11,000+ capacity venue hosting the biggest artists and acts on the planet. We are #TheCoolestSpot in the desert, designed specifically for hockey and made for concerts, Acrisure Arena provides top-tier hospitality, artist amenities, and all of the benefits of a modern music and sports venue to the Coachella Valley. Responsibilities
Generate and distribute month-end, year-end, event and ad hoc reports.
Generate monthly balance sheet reconciliation reports.
Oversee the revenue recognition cycle.
Work directly with auditors.
Assist in budget creation.
Prepare journal entries for month-end closing process.
Prepare and adjust forecasts as events are booked.
Assist in monthly, quarterly, and year-end financial reports, prepare variance analysis.
Support facility goals and priorities relating to financial management, budget, accounting, audit, purchasing, and/or payroll in compliance with State and Federal law, and policies and procedures.
Track compliance with all provisions of the sponsorship and premium contracts.
Assists with event settlements, a minimum of one evening a month.
Manage Accounts Receivable processes.
Perform account reconciliations, analyze discrepancies, and suggest course of correction.
Other duties as assigned.
Qualifications
3-5 years of experience
Bachelor's Degree, Accounting or Finance preferred or equivalent combination of education and experience.
Experience with NetSuite is highly preferred.
Ability to summarize and analyze accounting information.
Ability to record and document financial transactions.
Knowledge of accounting concepts and practices including revenue recognition, accruals, deferred revenue and intercompany transactions.
Strong math aptitude and ability to attend to detail.
Advanced proficiency with Microsoft Excel.
Demonstrate sound organizational, coordinating, and personal interface skills.
Demonstrate excellent written and verbal communication skills, including the ability to successfully communicate with the public, other employees, and vendors.
Ability to multi-task and prioritize in a fast-paced environment.
Proven job reliability, diligence, and dedication.
Strengthened by our Differences. United to Make a Difference
At OVG, we understand that to continue positively disrupting the sports and live entertainment industry, we need a diverse team to help us do it. We also believe that inclusivity drives innovation, strengthens our people, improves our service, and raises our excellence. Our success is rooted in creating environments that reflect and celebrate the diverse communities in which we operate and serve, and this is the reason we are committed to amplifying voices from all different backgrounds.
Equal Opportunity Employer
Oak View Group is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis (“protected class”) including, but not limited to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
Auto-ApplyPlanning & Financial Analyst II - Travel Center Operations
Finance advisor job in Coachella, CA
Job Details Coachella, CA Coachella, CA Full Time Strategy - PlanningDescription
This position is responsible for supporting strategic and operational decision making across the retail and fuel business by delivering insightful financial analysis, reporting, and forecasting with a focus on fuel and merchandise sales performance, margin trends, operational costs, and other key metrics across multiple retail sites. The Analyst collaborates closely with operations, accounting, pricing, and procurement teams to identify performance drivers and recommend actions that improve profitability and efficiency. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide outstanding customer service to guests and all other employees by exceeding our mission statement.
Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued.
Coordinates with all levels of management to gather, analyze, summarize and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements and operating forecasts.
Develop and maintain financial models for fuel pricing, store profitability, and cost analysis.
Assists in the annual development of the forecasting and budgeting process and other business initiatives.
Analyzes financial information to determine present and future financial performance and identifies trends and recommends improvements accordingly.
Prepares a standard set of analytical reports, including ratio analysis, key metrics at month-end.
Provide statistical and analytical support in the development, implementation and evaluation of all operational department programs as assigned.
Provides analysis of labor and key business indicators and provide recommendations for efficiency.
Researches and prepares economic and statistical reports on subjects such as rate of return, depreciation, cash flow, profit margins, etc.
Provides analytical support for new site openings, capital investments, and other strategic initiatives.
Analyzes contracts or other financial obligations of the Travel Center to ensure favorable agreement terms.
Develop decision models and reporting to help with decision making.
Partner with all levels of management on key business drivers to identify potential opportunities and risk.
Conducts ad hoc, cost/benefit analysis and/or breakeven analysis for various projects assigned.
Strong attention to detail with continuous improvement.
Maintain positive working relationships.
Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS).
Present a positive image of the Tribal organization to its guests and vendors and to assist them as required.
Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment.
Perform any other duties that may be assigned from time to time.
WORKING CULTURE ENVIRONMENT:
Ability to plan workload and manage multiple projects with competing priorities
Ability to work with a high level of independence and or with related departmental Team members.
Strong attention to detail with continuous improvement
Advanced analytical skills and ability to support business decision making using quantitative analysis
Excellent communication skills both verbal and written.
Effective communicator in framing and presenting a concept or hypotheses
Proven analytical and organizational skills to meet deadlines in an environment of often-changing priorities.
Highly driven and self-motivated, with an entrepreneurial spirit. Ability to flourish in a multi-cultural environment.
ADVANCED RESPONSIBILITIES & TOOLS
Basic knowledge of Microsoft 365, Oracle, SQL, and working knowledge of Power Business Intelligence tools is an asset or related query tools.
Collaborates with appropriate staff to gather input and feedback concerning system needs.
Resolves issues and problems related to system platforms.
Maintains or assists with maintenance of accounting information systems.
Reviews complex financial accounting work processes, systems, and procedures for efficient workflow and conformity with accounting principles.
Analyzes system design alternatives and identifies potential improvements to existing systems and processes.
Administers and improves the company's corporate financial model including the company's cash and liquidity forecast
Ability to plan workload and manage multiple projects with competing priorities
OTHER REQUIRED SKILLS/ABILITIES:
Thorough understanding of generally accepted accounting principles (GAAP).
Thorough understanding of generally accepted auditing standards (GAAS).
Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
SUPERVISORY RESPONSIBILITIES:
This job does not require supervisory duties.
Qualifications
EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED):
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Minimum two (2) to four (4) years of experience as a Financial Analyst, preferably in the retail, fuel, or convenience store industry.
Proficiency with Gilbarco Passport and Comdata Smart Desk preferred.
Minimum two (2) years of experience using SSCS back office is required.
Experience with downstream fuel, retail fuel, or convenience store operations strongly preferred.
CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS:
Must pass periodic random drug screens.
Must be able to pass background suitability investigation.
Must obtain a Tribal Gaming License.
Must obtain all other applicable certifications and licenses.
Must provide proof of eligibility to work in the United States within 72 hours of employment.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Multiple locations.
Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours.
Must be available for emergency calls 27/7.
Must be available to work weekend and holidays.
Some enterprises are gaming facilities.
Some enterprises are not a smoke-free environment.
Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis.
INDIAN PREFERENCE ACT:
The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA:
1. Tribal Members
2. Other Native Americans
3. All other ethnic groups
Financial Analyst- Onsite- F/T
Finance advisor job in Rancho Mirage, CA
Job Details Agua Caliente Rancho Mirage - Rancho Mirage, CA Full Time - Exempt Accounting - Finance - ComplianceDescription
JOB DESCRIPTION SUMMARY - FINANCIAL ANALYST
Reporting to the Manager of Budgeting and Analysis the Financial analysts will leverage a strong accounting and modeling background to review and report financial data, predict future results and drive process and policy improvements.
ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned)
Assist with financial planning and modeling. Create in depth financial models using databases, Excel and other software.
Apply statistical techniques to address practical issues in a casino environment.
Create mathematical models that will improve analytical tools or provide advanced methods to research performance of games and promotions.
Investigate methods to analyze slot play, table games and/or marketing and entertainment events
Supports the annual budgeting process, assists with cost and variance analyses.
Analyze performance of slot machines in casino environment.
Analyze opportunities to improve profits.
Use financial analyses, and the study of industry and market trends to compile data that will be used in planning meetings.
Create executive level presentations.
in preparing audit reports to assure compliance with company policies and standards.
Maintain fiscal budget reporting and monitors monthly variances to actual monthly results.
Assists departments with budget or G/L inquiries.
Creates implements and oversees revenue and expense reports for the Marketing Department.
Responsible for generating weekly reports that include casino revenues, response on mailers and coupon offers, revenue generation from concerts, promotions, tournaments, special events and other items as necessary.
Assist Database Marketing with tracking of direct and electronic mail offers.
Provides excellent guest service to both guest and internal clients.
Must comply with all applicable ACCRS and SRC System of Internal Controls, Standard Operating Procedures and all Tribal Regulations.
Qualifications
QUALIFICATIONS - FINANCIAL ANALYST
BA in Business Administration or equivalent preferred; MBA a plus.
Financial Analyst experience in Gaming or Resort/Hospitality preferred; or a combination of education and experience.
Must be competent in the preparation of financial statements and reports.
SQL, Access or other database experience required.
IGT Advantage player tracking system experience a plus.
Proficiency in Microsoft Office programs preferred.
Excel skills including vlookups, charting, pivot tables, and preferably PowerPivot required.
Goal oriented with a strong desire to learn and implement best practices.
Strong organizational and communication skills
SUPERVISORY RESPONSIBILITIES
None
WORKING CONDITIONS/PHYSICAL DEMANDS
Must be able to grasp, bend, lift and/or carry or otherwise move goods weighing a minimum of 25 lbs. on an intermittent basis, and sufficient dexterity of hand in order to use office equipment including, but not limited to: a computer keyboard, calculator, general office equipment and multi-line telephone.
To perform this job successfully, the individual must me able to stand, move and work throughout the office area and properties, including walking up to 1 ½ mile, climbing stairs and sitting at a desk/work station for the duration of the shift. Typically the individual will be housed in an office environment. The noise level in the work environment is usually moderate, but may escalate during times of renovation or repairs.
Client Advisor (Part-time), A|X Outlet
Finance advisor job in Cabazon, CA
As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
As a Client Advisor you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience.
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service.
Our team mission is passionately conveying the vision of Giorgio Armani.
Qualifications & Skills
* Preferred retail experience in a similar position
* High School diploma/GED preferred
* Excellent communication (verbal and written) skills and demonstrated passion for working as a team
* Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. preferred
* While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset
* Able to work a flexible schedule, including holidays, nights and weekends
The appointed candidate will be offered an hourly rate within the range of $16.50, plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions.
Compensation:
$16.50 - $16.50
BALENCIAGA Sales & Client Advisor (Keyholder) | Cabazon Outlets
Finance advisor job in Cabazon, CA
We are currently seeking a Sales & Client Advisor (Keyholder) who will report to the Store Director. YOUR OPPORTUNITY The Sales & Client Advisor (Keyholder) is to aid management in ensuring opening and closing procedures are performed correctly according to company's policies. Provide customers with top quality service by meeting their needs and expectations.
Job Description
HOW YOU WILL CONTRIBUTE
GENERAL RESPONSIBILITIES
Achieve sales goals
Opening and closing of the store
Ensure stockroom is organized and is set up properly so staff can easily access merchandise
Assist management in overseeing day-to-day operations of store
Work towards balanced strengths in sales, operations, merchandising and personnel management
Maintain great interpersonal skills to ensure clear, effective communication with all Departments, stores, colleagues and staff
Ensure that Customer complaints and feedback are handled appropriately and in a timely manner
Support, follow, implement and enforce store operations manual at all times and provide feedback on any updates/changes that might become necessary
Enforce all sustainability policies that are implemented by the company both locally and globally
STOCK, INVENTORY & LOSS PREVENTION MANAGEMENT
Ensure store shrinkage by partnering with the Stock Associate / Operations Manager / Sales Team through sound operational execution
Cash Registers & Safe: Ensure that the registers and safe are functioning properly and enforce back of house standards for cash/change accuracy along with timely bank deposits
VISUAL MANAGEMENT
Assist with implementation of visual display and merchandising as directed by the SM/Direct Report according to company's standards
Ensure that all company information related to visual standards, received from Store. Manager and Corporate is communicated to the team as needed
STORE MAINTENANCE MANAGEMENT
Oversee daily cleaning and physical up-keep of the inside and outside the store
Fixtures, shelving, carpeting, lighting, and supplies: Maintain highest standards in the functioning, presentation and maintenance of store property
Ensure proper levels of supplies are on hand at all times
WHO YOU ARE
3+ years of experience in a similar role, preferably within other retail or fashion companies
Ability to manage multiple tasks in a fast-paced and dynamic environment through excellent communication skills (both verbal and written)
Proven ability to drive results in a selling role, exceeding individual and store goals
Commercial awareness and strong business acumen through a genuine passion for the fashion industry
Strategic vision in order to develop the business and high level of personal performance
COMPENSATION
For individuals assigned and/or hired to work in California, BALENCIAGA includes a reasonable estimate of the salary or hourly rate range for this role. This considers the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. In addition, where a candidate falls within the disclosed range estimate may be dependent on the applicable geographic differential associated with the location in which the position may be filled.
A reasonable estimate of the current hourly range is $18.00 USD to $22.00 USD.
WHY WORK WITH US?
This is an exciting opportunity to join Balenciaga's Cabazon Outlet team as a Sales & Client Advisor (Keyholder) who will drive the business and contribute to the brand philosophy. We invite you to become part of a team that offers possibilities to learn and grow. Balenciaga is committed to thriving your professional development within the House or in the Kering group. We empower leaders to create, build and sustain high performing teams that excel in execution. We guide every employee to reach their full potential in a stimulating and fulfilling workplace environment.
DIVERSITY COMMITMENT
Balenciaga is committed to fostering a diverse workforce. We believe that diversity in all its forms; race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, disability, protected veteran status, or other characteristics protected by applicable law, enriches the workplace and our client experience. As an Equal Opportunity Employer, we welcome all applications and select our talents based on competencies and in alignment with our brand behaviors. Setting people for success is what we live for, and it is part of our interview process to discuss with you how to excel in our company.
Job Type
Regular
Start Date
2025-10-24
Schedule
Full time
Organization
Balenciaga America Inc.
Auto-ApplyInvestment Consultant- Indian Wells, CA
Finance advisor job in Indian Wells, CA
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
* Bachelor's degree or equivalent work-related experience
* A valid and active Series 7 license required
* A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
* A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
* Certified Financial Planner (CFP) certification is preferred
* Minimum of two years of experience in the financial services industry (required)
* Financial business development experience (highly preferred)
* Knowledge of brokerage/banking products and services
* Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
Auto-ApplyFinancial Solutions Advisor - Southern Inland Empire
Finance advisor job in Hemet, CA
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. 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 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 this is a sourcing requisition there might not be an immediate opening for every location listed*
Shift:
1st shift (United States of America)
Hours Per Week:
40
BALENCIAGA Sales & Client Advisor (Keyholder) | Cabazon Outlets
Finance advisor job in Cabazon, CA
We are currently seeking a Sales & Client Advisor (Keyholder) who will report to the Store Director. YOUR OPPORTUNITY The Sales & Client Advisor (Keyholder) is to aid management in ensuring opening and closing procedures are performed correctly according to company's policies. Provide customers with top quality service by meeting their needs and expectations.
Job Description
HOW YOU WILL CONTRIBUTE
GENERAL RESPONSIBILITIES
* Achieve sales goals
* Opening and closing of the store
* Ensure stockroom is organized and is set up properly so staff can easily access merchandise
* Assist management in overseeing day-to-day operations of store
* Work towards balanced strengths in sales, operations, merchandising and personnel management
* Maintain great interpersonal skills to ensure clear, effective communication with all Departments, stores, colleagues and staff
* Ensure that Customer complaints and feedback are handled appropriately and in a timely manner
* Support, follow, implement and enforce store operations manual at all times and provide feedback on any updates/changes that might become necessary
* Enforce all sustainability policies that are implemented by the company both locally and globally
STOCK, INVENTORY & LOSS PREVENTION MANAGEMENT
* Ensure store shrinkage by partnering with the Stock Associate / Operations Manager / Sales Team through sound operational execution
* Cash Registers & Safe: Ensure that the registers and safe are functioning properly and enforce back of house standards for cash/change accuracy along with timely bank deposits
VISUAL MANAGEMENT
* Assist with implementation of visual display and merchandising as directed by the SM/Direct Report according to company's standards
* Ensure that all company information related to visual standards, received from Store. Manager and Corporate is communicated to the team as needed
STORE MAINTENANCE MANAGEMENT
* Oversee daily cleaning and physical up-keep of the inside and outside the store
* Fixtures, shelving, carpeting, lighting, and supplies: Maintain highest standards in the functioning, presentation and maintenance of store property
* Ensure proper levels of supplies are on hand at all times
WHO YOU ARE
* 3+ years of experience in a similar role, preferably within other retail or fashion companies
* Ability to manage multiple tasks in a fast-paced and dynamic environment through excellent communication skills (both verbal and written)
* Proven ability to drive results in a selling role, exceeding individual and store goals
* Commercial awareness and strong business acumen through a genuine passion for the fashion industry
* Strategic vision in order to develop the business and high level of personal performance
COMPENSATION
For individuals assigned and/or hired to work in California, BALENCIAGA includes a reasonable estimate of the salary or hourly rate range for this role. This considers the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. In addition, where a candidate falls within the disclosed range estimate may be dependent on the applicable geographic differential associated with the location in which the position may be filled.
A reasonable estimate of the current hourly range is $18.00 USD to $22.00 USD.
WHY WORK WITH US?
This is an exciting opportunity to join Balenciaga's Cabazon Outlet team as a Sales & Client Advisor (Keyholder) who will drive the business and contribute to the brand philosophy. We invite you to become part of a team that offers possibilities to learn and grow. Balenciaga is committed to thriving your professional development within the House or in the Kering group. We empower leaders to create, build and sustain high performing teams that excel in execution. We guide every employee to reach their full potential in a stimulating and fulfilling workplace environment.
DIVERSITY COMMITMENT
Balenciaga is committed to fostering a diverse workforce. We believe that diversity in all its forms; race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, disability, protected veteran status, or other characteristics protected by applicable law, enriches the workplace and our client experience. As an Equal Opportunity Employer, we welcome all applications and select our talents based on competencies and in alignment with our brand behaviors. Setting people for success is what we live for, and it is part of our interview process to discuss with you how to excel in our company.
Job Type
Regular
Start Date
2025-10-24
Schedule
Full time
Organization
Balenciaga America Inc.
Auto-ApplyFinancial Solutions Advisor Registration Candidate - Hemet Financial Center
Finance advisor job in Hemet, CA
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 and 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!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Currently holds FINRA Securities Industry Essentials (SIE)
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
* Client Experience Branding
* Client Solutions Advisory
* Investment Management
* Pipeline Management
* Referral Management
* Client Management
* Customer and Client Focus
* Portfolio Management
* Prospecting
* Referral Identification
* Business Acumen
* Executive Presence
* Oral Communications
* Risk Management
* Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
MCQUEEN Client Advisor, Cabazon Outlet
Finance advisor job in Cabazon, CA
Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992. In 2001, the house joined the Kering Group and, since December 2023, is under the creative direction of Seán McGirr. Alexander McQueen is distinctive for an expression of individuality, subversive strength and raw power. With a design studio and atelier based in London, the house is known for uncompromising quality and creative vision.
Job Description
At Alexander McQueen, we live and breathe a culture defined by our key Behaviours:
* Empowerment - We empower our team and peers, providing unwavering support to ensure everyone can thrive; this means giving support to your team and those you are working with to succeed.
* Teamwork - We put an emphasis on Teamwork; this means working together as a collective to achieve shared goals.
* Respect - We value respect, treating everyone with dignity and showing genuine appreciation for their efforts: this means treating everyone equally.
* Kindness - We believe kindness is integral to everything we do; this means demonstrating compassion and empathy towards others.
How will you contribute?
The Alexander McQueen Client Advisor will be a passionate brand ambassador and dedicated team player, promoting brand loyalty and transforming every Client visit into a memorable luxury shopping experience. With full accountability for meeting KPI's set through personalised client experience and cross selling of products, the Client Advisor will take full ownership of the exclusive relationships of the AMQ clientele.
* Provide exceptional client experience by greeting, listening and assisting clients in exceeding their needs, demonstrating an excellent knowledge of the products as well as of AMQ history and heritage
* Proactively seize all cross-selling opportunities, utilizing all product categories available in the store
* Maintain and develop Client relationships through a custom-made approach and with the support of CRM and digital tools to strengthen Client loyalty
* Engage with Clients on general trends in the fashion world and developments in luxury market, showing passion for fashion and luxury products
* Be driven to exceed individual financial targets and maximize own sales performances contributing to the success of the entire store
* Foster open and constructive communication with team members, taking a collaborative approach and proposing effective solutions when needed. Promote a positive working environment in line with the House Code of Behaviours.
* Maintain a continual learning mindset by actively seeking and embracing feedback from both colleagues and management.
* Maintain shopfloor standards and appropriate levels of products on the sales floor, in line with House policies and procedures, by utilizing various training resources provided by the Company
* Strengthen Client loyalty by participating in the Department or Store's clienteling initiatives
* Follow Company grooming, accordingly with AMQ standards and policies
* Act in compliance to Company procedures and guidelines on visual merchandising, operational guidelines and stock procedures, as well as cash activity, inventory, logistics and all main reporting activities requested by head office, ensuring that Company policies and procedures are proactively executed
Required Skills:
* You will be able to demonstrate the desired Alexander McQueen behaviours
* Proven experience in a similar role within fashion retail companies or customer service-related field
* Proven ability to drive and exceed individual and store KPIs
* Possesses genuine interest in fashion and follows industry trends/news
* Team-player mentality
* Strong verbal and written communication skills
* Strong selling skills and ability to overcome objections
* Client centric approach and an entrepreneurial spirit
* Ability to work in a fast moving and dynamic environment
* Luxury product knowledge with keen interest in fashion trends, luxury market, social media etc
* Ability to use digital retail tools and CRM
* Ability to be mobile for extended periods of time
* Ability to climb a ladder and lift packages weighing 10 lbs. on a regular basis
Salary Range: $18.00 - $20.00/hour
Kering is committed to building a diverse workforce. We believe diversity in all its forms - gender, age, nationality, culture, religious beliefs and sexual orientation - enriches the workplace. It opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to adapt to a changing world. As an Equal Opportunity Employer, we welcome and consider applications from all qualified candidates, regardless of their background.
Job Type
Regular
Start Date
2025-12-26
Schedule
Full time
Organization
Alexander McQ Trading
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