Finance Advisor Jobs in Lake Elsinore, CA

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits 1st Year Incentive Package Accelerated Commission Structure Renewable Income Formalized Bonus Program Expense Allowance Reimbursement for insurance licensing, SIE, Series 7, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: Bachelor's Degree Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship About Us For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company Forbes' Best Employers for Diversity Top 10 US Independent Broker-Dealers #1 Amongst Life Insurers Most Admired Companies for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index $224 billion (retail investment client assets held or managed)

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Director FP&A Consultant could be temp to hire 3+ months $70-$85/hr 4 days/week on site in Temecula Must have experience: manufacturing or distribution exposure to cost accounting Responsibilities: Lead the annual budget planning process, including revenue forecasting, expense budgeting, and capital expenditure planning. Develop and maintain financial models to support strategic initiatives, business planning, and investment decisions. Prepare and present monthly/quarterly financial reports, including variance analysis, key performance indicators (KPIs), and management dashboards. Analyze financial performance and provide insights to senior management to drive operational improvements and maximize profitability. Conduct ad-hoc financial analysis and special projects as required. Collaborate with cross-functional teams to understand business drivers and provide financial support for decision-making. Develop and implement financial policies and procedures. cost accounting standards will have to be developed eventually, work with CFO and Operations Analyze manufacturing costs, identify cost drivers, and recommend cost reduction strategies. Partner with operations to understand manufacturing processes and identify opportunities for efficiency improvements. Conduct detailed margin analysis for the company's 80 key SKUs, which represent 95% of revenue. Analyze product margins by SKU, product line, and customer segment. Collaborate with sales and marketing teams to understand market dynamics and pricing pressures. Leverage NetSuite ERP system to manage financial planning, budgeting, cost accounting, and reporting processes. Collaborate with IT to ensure NetSuite system integrity and data accuracy.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

*hybrid - onsite in Irvine 3 days per week* Must-haves - 2-5+ years of experience in investment banking, management consulting, and/or M&A - Bachelor's degree required - Proven strong numerical and analytical skills. - Excellent teamwork and team leadership skills. - Strong communication and interpersonal skills. - Project and time management ability. Plusses - Experience working in a large investment management firm -Experience working with PowerBI, Tableau and data visualization Day-to-Day This individual is expected to have deep industry expertise while providing strategic initiatives with internal stakeholders. They will be responsible for informing strategic product development. This may include evaluating existing products as well as assessing new business development opportunities. This person will also be responsible for building business cases to launch new products and initiatives. Additionally, they will develop long term strategies for business units. They will also be responsible for compiling data, producing presentations, and completing reports/analyses.

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is looking for a strong, detail-oriented Client Relationship Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! Minimum Requirements: 3-5 years of experience in a service advisory or similar role Bachelor's degree preferred Intermediate to advanced computer skills Insurance licensing required Series 65 required This position requires you possess the following skills: Strong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Excellent communication; both verbal and written Self-directed initiative Process driven Strong follow-through Responsibilities: Act as the primary point of contact for an assigned book of business, providing exceptional client service and building trust Conduct regular client meetings to review accounts, discuss strategies, and address financial goals Respond promptly to client inquiries and resolve issues efficiently, ensuring a positive experience Maintain and update client records, ensuring all information is accurate and compliant with industry regulations Proactively identify opportunities to enhance client portfolios and satisfaction Collaborate with internal teams to deliver a seamless client experience Salary: $70,000 - $100,000 Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Client Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Job Summary: As a Financial Consultant at our credit union, you will play a pivotal role in empowering our members to achieve their financial aspirations. You will provide personalized financial advice and solutions that align with their unique financial situations and long-term goals. Compensation: Forgivable draw of $66K + competitive commission Key Responsibilities: Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals and circumstances. Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly. Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. Keep referrers updated on client progress. Educational Initiatives: Design and deliver financial education seminars to enhance members' financial literacy and engagement with the credit union's services. Documentation and Compliance: Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards. Maintain compliance with all financial and ethical regulations. Additional Duties: Support overall team and credit union goals through effective teamwork and cross-functional collaboration. Promote and refer members to other credit union products and services that fit their needs. Uphold the highest ethical standards, actively fostering a culture of integrity and accountability within the organization. Required Education and Experience: Bachelor's degree or equivalent educational qualification. 2-4 years of experience in financial consulting or a similar role. Demonstrated success in financial planning and client management. Preferred Qualifications: Certified Financial Planner (CFP) or other advanced financial certifications. Extensive knowledge of financial markets and alternative investment products. Proven track record in a similar role prior to joining the credit union. Licenses and Certifications: FINRA Series 7 and Series 66 (or Series 63 & 65) licenses. California Life Insurance Agent license. Skills: Exceptional communication and interpersonal skills. Strong analytical abilities and proficiency in financial software. Join our team and contribute to a thriving community where we put our members' financial well-being at the forefront. At our credit union, we are committed to your professional growth and personal development in an inclusive and supportive environment. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Financial Professional - Proverbs Financial & Insurance Services Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job? Consider becoming a part of the Guardian Network as a Financial Professional where you can help people reach their financial objectives. You'll show clients where they are today and help guide their decisions tomorrow while providing the appropriate financial tools and support. This may sound exciting and scary all at the same time. Don't worry, we don't expect you to know everything from day one. That's why you'll receive in-depth ‘training and work with industry experienced professionals until you're ready to be on your own. We're looking to grow our team with those who share our passion and values. You Possess... • A Passion for helping others and making a positive impact in your community. • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. • A lifelong learner mentality with a desire to continue growing professionally • Self-motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing... • Working with clients to understand their goals, concerns, and current financial information. • Analyzing information to create a strategy with appropriate products and services. • Developing and maintaining a base of clients who value your input and guidance. • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide... • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Requirements • Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate licensing Who we are... Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Please visit our website to learn more about us: ********************************* The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Guardian is a registered trademark of The Guardian Life Insurance Company of America. Copyright © 2023 The Guardian Life Insurance Company of America Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, / SIPC. OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, Ph: **************. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Proverbs Financial and Insurance Services is not an affiliate or subsidiary of PAS or Guardian. 2024-180660 Exp 9/26

If you're excited about making an impact, shaping the future of Luna Grill, and growing your career in a fast-growing, dynamic environment, we want to hear from you! Apply today and let's create something amazing together. At Luna Grill, we're not just serving up bold Mediterranean flavors, we're on a mission to inspire better food choices and create an environment where people truly thrive. As a fast-growing, purpose-driven brand, we're building something special: a company that puts people first and makes an impact in the communities we serve. Ready to Make a Difference? Here's Your Moment. As Luna Grill's Financial Analyst, you will play a pivotal role in driving the future of our rapidly growing brand. You'll take charge of turning data into actionable insights that fuel smart decision-making, empower our leaders, and help us continue our growth trajectory. If you're a numbers enthusiast who thrives on making a real impact-this role is for you. Why You'll Love This Role: Be the Game Changer: Your expertise will influence critical decisions that drive our business forward, shaping the success of Luna Grill. Ride the Growth Wave: We're expanding fast, and you'll be at the center of it all, contributing to exciting new opportunities and challenges. Collaborate with a Rockstar Team: Work alongside a high-energy, passionate crew who loves to innovate and win together. Live Our Culture: We're all about being Social, Transparent, Positive, and Prideful. Every day, we embody our values to make Luna Grill a great place to work. Purpose-Driven Work: At Luna Grill, it's not just about numbers-it's about fueling growth with integrity, heart, and purpose. Competitive Pay: We value your skills-and we compensate accordingly. You'll love what you do and what you earn! What You'll Do: Turn Data into Strategy: Analyze performance trends, key metrics, and financial results to uncover actionable insights that steer our business forward. Guide Decisions with Confidence: Deliver detailed weekly and monthly financial insights to keep us aligned with our big-picture goals. Spot Opportunities: Dive deep into marketing campaigns, product tests, and new initiatives to find ways to maximize ROI and drive growth. Collaborate Across Teams: Work with departments across the business to provide the analytical support that fuels the expansion of Luna Grill. Support Strategic Growth: Be a key player in budgeting, forecasting, and the planning process that powers our continued success. What We're Looking For: We're seeking an ambitious, analytical thinker who is ready to dive in, solve problems, and turn numbers into meaningful strategies. You're the perfect fit if you: Thrive on Problem-Solving: You love tackling complex challenges with a strategic and sharp mindset. Communicate Clearly & Confidently: You can easily explain financial insights to all levels of the organization. Juggle Multiple Priorities: You can navigate a fast-paced, high-growth environment with ease. Excel with Financial Tools: You're highly skilled in Excel and financial modeling, with bonus points for experience with Business Intelligence tools! Understand the Industry: Experience in the restaurant or retail industry is a plus, but not a deal-breaker. We value fresh perspectives! What You Need to Succeed: Degree: A Bachelor's in Accounting, Finance, or a related field. Experience: 1-3 years as a Financial Analyst (preferably in multi-unit restaurants or retail). A Work Environment You'll Love: San Diego / Carlsbad HQ: Enjoy sunshine, ocean breezes, and a work environment that fosters collaboration and creativity. High-Growth Excitement: Every day brings new challenges and opportunities in a fast-paced environment. Innovative Culture: We believe in transparency, teamwork, and creating a workplace that empowers everyone to grow. Room to Grow: Luna Grill is expanding quickly, and we're offering you the chance to grow with us-both professionally and personally. Dog-Friendly Office: Bring your four-legged coworker! We love having pets around to keep the good vibes going.

The Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management. This position reports to the Director, Financial Planning & Analysis, Adventure Sports, and is based out of our Irvine office. As the Financial Analyst, you will have an opportunity to: Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform. Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team. Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management. Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed. Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting. Transformation & Integration: Lead reporting harmonization across multiple brands. You have: A Bachelor's Degree in Finance, Accounting or related field with 3+ years' experience in FP&A Advanced Microsoft Excel & PowerPoint skills Highest standards of accuracy and precision; highly organized Articulate with excellent verbal and written communication skills Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity Excellent analytical skills, experience managing large data quantities from multiple sources Ability to think and act strategically and develop operation and strategic plans Comprehensive business understanding of processes and structure Ability to operate cross-functionally with strong understanding of external business drivers You might have: Experience with SAP preferred

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. In this role, you will play a key part in supporting the organization's financial planning, forecasting, and budgeting processes. You will work closely with various departments to analyze financial data, prepare detailed reports, and help optimize the organization's financial performance. Responsibilities: Analyze current and past financial data and performance to make recommendations on profit enhancement Prepare and manage annual budgets, working closely with department heads to ensure alignment with business goals and priorities. Monitor and track budget performance against actual results, providing regular updates and insights to management. Analyze budget variances and recommend adjustments or corrective actions as necessary. Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience At least 1 year of financial analysis and modeling experience Advanced knowledge of Excel

Financial Analyst III or Financial Analyst II OM&S Ordnance Audit Remediation Support Audit background preferred. Communication skills necessary. Individual will lead quarterly touchpoints with headquarters Management Review Control (MRC) team for strategic alignment and consistency in delivery (Partner/Principal). Qualified candidates will lead and manage the following: Support for Fleet implementation, execution, and sustainment of the OM&S Ordnance MRC program and audit campaign plan. Support for existence and completeness baseline efforts Provide training and operational control support, assist with inputting results into the Measure of Performance (MOP) dashboard, conduct root cause/trend analysis over testing exceptions. Maintain communication with Fleet and headquarters to monitor progress and consistency across locations. Provide site visit support for maintaining site visit schedules, pre-visit preparations, physical inventory control training, auditor response, and support remediation of real-time issues during site visits. Requirements: Financial Analyst III Years of Experience: Candidate must have six (6) years of experience leading financial management services and related projects. Minimum Education: Bachelor's degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN Financial Analyst II Years of Experience: Three (3) years of progressive, relevant experience. Minimum Requirements: Four (4) year degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting “career changers” - these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is required; we have a robust training and development program. A successful applicant has experience in business development or sales, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures. The Financial Advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Maintain flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Requirements: BA or BS degree from a four year institution preferred 2+ years of Sales/ Business Development experience Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. Job Type: Full-time Pay: $80,000.00 - $200,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance Compensation Package: Bonus opportunities Commission pay Uncapped commission Schedule: Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 6 years (Preferred) Work Location: Hybrid remote in Carlsbad, CA

We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Compensation Package: W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) Requirements: Resident of Southern California (Orange County) College Degree (Bachelors) Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor Computer Savvy Networking Skills Financial Literacy Pass a Background Check Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. *Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities and apply today! Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust. From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.