Finance advisor jobs in Madera, CA - 42 jobs

Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Coastal Wealth Advisors is an independent financial services practice of Thrivent in Newbury Park, CA. We are growing and adding an Associate Financial Advisor to our team. As a team, we simplify people's financial lives and maximize their opportunities through holistic planning, advice, and consistent execution. Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love. This is a full time, onsite role. Job Description This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and implementing advice but may also rely on team members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice. As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Coastal Wealth Advisors, including: Maintain existing client relationships through processing client requests, resolving client questions, and making sure client information and documentation are up to date Work independently with minimal supervision servicing and maintaining strong relationships with existing clients Maintain contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests Assist Lead Advisors in the preparation and follow-up for client meetings Update and maintain client information in several planning tools, including Salesforce, Money Guide Pro, Morningstar, and others May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications Complete electronic and paper service forms and new business applications May accept and/or enter trade orders from clients, including unsolicited trade orders Seek to identify potential sales opportunities with new and existing clients Partner with Financial Advisors to help close the opportunity May sit second chair in meetings to take notes May handle all post meeting tasks Other responsibilities as assigned by the Lead Advisor You will be employed/contracted by Coastal Wealth Advisors. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is: Highly skilled in planning and organizing work to meet deadlines and priorities A strong analytical thinker who evaluates information and solves problems effectively Customer-focused, with a commitment to understanding needs and delivering quality service An effective communicator who conveys information clearly and professionally Strong in interpersonal skills, building positive relationships with diverse stakeholders A collaborative team player who works well across teams to achieve shared goals Adaptable and flexible, thriving in changing or fast-paced environments Requirements Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Previous financial services experience desired, 3-5 years preferred Demonstrated customer service orientation/experience, 3+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Compensation and Benefits The package will include a competitive salary of $80,000 - $110,000, splits for new business as well as potential bonuses, participation in a Simple IRA plan with employer match and option of medical stipend. Compensation will be market and situation-based. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Pay Transparency 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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: * Commitment to agriculture and the communities we serve * Family friendly work environment * Investment in employee development * Medical, Dental and Vision coverage * Outstanding 401k - automatic 3% employer contribution, plus match up to 6% * Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) * Competitive Incentive Compensation Plan * Disability & Life Insurance * Employee mental, physical, and financial wellness programs * The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: Responsible for the management of a designated loan portfolio typically consisting of large, complex commercial and mortgage loans, including loans participated/syndicated with other Farm Credit Associations or Commercial Banks. Key industries of focus for this position include Dairy and Protein. Analyzes new loan applications and other loan servicing requests through the thorough analysis of financial statements and other pertinent credit information, and develops credit packages. The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from start to finish. Will serve as a secondary point of contact for the customer. This position will make recommendations on loan and servicing requests based on the Association's Loan Underwriting Standards. Responsible for the approval/denial of credit actions through either the utilization of assigned delegated authority or recommendation to a higher level of delegated authority. ESSENTIAL DUTIES: * Assists the Relationship Manager in the gathering of information necessary to make appropriate credit decisions. This includes meeting with the customer and asking appropriate questions regarding the financial information submitted as well as all aspects of their operation. Able to call the customer directly for follow up questions on the application package submitted and lead additional conversations as needed. * Develops credit packages and loan servicing actions. * Responsible for larger and more complex credits in the portfolio * Reviews and analyzes credit information presented; determines the need for more thorough investigation or additional information. * Requests appraisal/field reports, obtain third party verifications, obtain credit reports, and request lien searches as necessary. * Completes loan analysis, including financial statements, cash flows, loan analysis forms, trend sheets, writing narratives, and offering opinions concerning credit worthiness, risks and mitigants, and other forms as required. Formulates projections using historical financial data, current budgets and other information. * Exhibits a strong understanding of sound credit administration practices with the ability to differentially analyze complex requests and accurately identify risks and inconsistencies. * Inputs all required financial information and data into the financial analysis, loan origination and other loan processing systems. * Makes approval recommendations on loan actions based on the Association's Loan Underwriting Standards while complying with regulatory requirements. Able to independently make approval recommendations on complex credits with limited oversight from organizational management. Participates in loan committee meetings as may be required. * Responsible for preparing information for Participation/Syndication partners as needed and participates in lender meetings as may be required. * Demonstrated analytical and statistical skills to effectively evaluate loan requests and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization. * Monitors assigned portfolio to determine potential servicing needs of the customer and to ensure customers stay in compliance with the terms and conditions of their loan(s). * Determines and reviews legal documentation. Coordinates with all credit and approval departments as well as with attorney's and title companies on loan closings, as needed. * Contribute to process improvement initiatives as assigned. * Represent the underwriting team in cross-functional projects and strategic planning efforts as assigned. * Performs other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Generally exercises no supervision but may serve as a mentor; makes independent decisions; works under general supervision of Director of Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: * BA/BS degree with emphasis on agribusiness, business administration, or equivalent. * Eight or more years of progressively responsible banking or related agricultural lending experience in the dairy or protein sector. * Demonstrated analytical and statistical skills to effectively evaluate loan request and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization. * Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. * Knowledge of Participation and Syndication credits. * Knowledge of FCA regulations, association, and district policies and procedures. * Demonstrated proficiency in organizing and prioritizing work to meet deadlines. * Strong written and verbal communication skills. * Strong persuasive and interpersonal skills. * Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and weekend and/or evening work. Some travel required. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $98,644.40 - Max $171,887.88 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. * Reflected is the national base pay range and title offered for this job at the current level. * Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. * Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Current Employees and Contractors Apply HereOsaic Careers Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies.” Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. Meet with clients to establish financial goals and communicate the VFG investment beliefs. Attend new client appointments and second closing meetings with President as assigned. Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. Maintain the highest level of confidentiality with all information obtained. Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. Participate in weekly staff meeting. On occasion, professionally represent VFG at community events. Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: Bachelor's Degree or equivalent work experience/licensure preferred. Ability to present and communicate ideas and concepts in public and private, verbally and in writing. Demonstrated accuracy and thoroughness to ensure the highest quality of work. Ability to demonstrate a positive customer service attitude and good personal skills. Experience using Microsoft Office and internet. Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. Excellent problem solving, strong organizational and communication skills. Strong analytical skills and attention to detail. Required: FINRA Series 7 and Series 66 licensure or CFP designation Current Employees and Contractors Apply Here

We will consider candidates who reside between the Fresno and Sacramento market areas. The Senior Private Client Advisor is the first initial point of contact and the primary contact to our highest income/net worth clients' portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice to include a focus on estate/succession planning. Private Client Advisors are responsible for the Bank's highest-value Wealth Management clients. Position Accountabilities: Acts as the main point of contact for high net worth clients to be introduced into Wealth Management. Demonstrates strong business development skills by acquiring profitable high income/net worth client relationships for Wealth Management. Able to develop quality relationships within the Bank's Agribusiness Banking Division. Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, daily banking, credit or other relevant products, in connections with client's tax, legal, and estate planning professionals. Expands client portfolio through referrals to Trust Officers, Portfolio Managers, and Financial Advisors, Specialty Asset Managers, Wealth Strategists and Family Business Counselors. Responsible for following up to ensure all banking services provided to clients exceed their expectations. Expands and builds relationship with clients by proactively monitoring client's portfolio. Engages clients in the estate/succession planning process Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high net worth client. Ensures documentation is up to date and complete. Maintaining excellent and effective Client Relationships. Maintaining and continuing required license(s). SKILLS AND CERTIFICATIONS Does Candidate have a Bachelors' degree in Finance, Economics or Business/Other? Does candidate have active series 7, 63 or 65 or 66 & Life Insurance licenses Does candidate have experience selling Life Insurance products? Does candidate have experience with estate planning? Does candidate have experience with Trusts? Does candidate have experience working with high net worth Agribusiness clients? IDEAL CANDIDATE 2-5+ yrs. sales experience Experience as a Private Banker working with high net worth agribusiness clients Fully licensed- series 7, 65 or 66 & LIfe Insurance Experience selling Life Insurance Experience in estate planning IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Wells Fargo US bank Rabo Bank Northwestern Mutual NY Life Prudential Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job Description Commercial Lines Client Advisor - Fresno, CA Hybrid About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************ #hc212855

Commercial Lines Client Advisor - Fresno, CA Hybrid About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************

Tracy, California;Stockton, California; Modesto, California; Merced, 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 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.

Job Title: Financial Analyst - Pricing & Tax About the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

Capitalizing on over 140 years of history and tradition in downtown Los Angeles, the University of Southern California (USC) is looking for skilled, motivated professionals to help forge the future of higher education. The USC Finance Division, Office of Budget and Planning is seeking a Financial Analyst II to join its team. Reporting directly to the Assistant Vice President of Financial Planning, the Financial Analyst II will perform key financial and planning duties by assisting the OBP with complex data analysis projects and serving in a support role in the understanding and production of the university's long-term capital plan and annual financial forecasting. Additionally, this unique position will have exposure to various aspects of the university's finances such as debt financing and the operating budget. In addition to interacting with finance and budget experts across the university, this role will work with individuals from academic, facilities, and auxiliary functions. The Key Accountabilities: The Financial Analyst II role is analytically demanding and detail-intensive, requiring strong financial modeling skills, disciplined data management, and the ability to identify issues that warrant follow-up with operating units and senior leadership. This position is central to sustaining the university's financial planning infrastructure and requires judgment, follow-through, and attention to detail. Overview of Duties Coordinates, organizes and completes strategic and complex projects of a financial or business nature requiring identification and extraction of data, evaluation, interpretation, analysis, and summation of findings. Presents results formally to senior management. Produces regular and ad-hoc financial and operating reports. Evaluates and analyzes reports and data. Develops conclusions and recommendations and communicates orally or in writing to management. Monitors financial operations for a large operating area of the university or for a significant financial activity. Identifies problems or trends and evaluates for solutions. Seeks resolution or brings to the attention of senior management for consideration. Capital Planning Maintain comprehensive capital project records and supporting documentation to ensure accuracy and auditability of the university's long-term capital plan. Track and manage capital project loan records, including balances, repayment schedules, and related reporting. Prepare meeting materials and presentation documents for capital planning committee meetings, translating complex project data into clear, decision-ready summaries. Financial Forecasting Assist with quarterly reviews of detailed financial projections submitted by operating units. Analyze forecast data to identify variances, inconsistencies, and potential risks, and flag items requiring follow-up or clarification. Support reconciliation of forecasts against historical results, budget assumptions, and institutional financial targets. Performs other related duties as assigned or requested. The university reserves the right to add or change duties at any time. The work schedule for this position is Monday through Friday from 8:30am - 5:00pm however, work schedules may change at any time to accommodate business needs. This is primarily a remote role with occasional on-site days based on business needs. Minimum Requirements Bachelor's degree in business, accounting, finance, or data analysis. Three or more years' experience in a financial role. Experience in financial analysis and reporting with knowledge of computer simulation and forecasting techniques. Proficient in Microsoft Excel. Preferred Requirements Master's degree in business, accounting, finance, or related degree. Five years' experience in a financial role. Strong financial modeling and analytical skills. Knowledgeable in Workday Finance, Anaplan, Microsoft Word, and PowerPoint. Directly related experience in a university environment with knowledge of university systems and procedures. Demonstrated attention to detail and ability to manage complex datasets accurately. Ability to meet tight deadlines, adapt to shifting priorities, and respond to ad-hoc leadership requests. Clear written and verbal communication skills. Ability to work well in a team environment. In addition, the successful candidate must also demonstrate, through ideas, words and actions, a strong commitment to USC's Unifying Values of integrity, excellence, community, well-being, open communication, and accountability. Employee Benefits USC offers a wide variety of benefits and programs that support our staff and their families. This support advocates work-life balance and employee well-being. USC employees are connected by the traditions and history that make us proud to be Trojans and the work culture thrives on mutual respect, trust, and synergy amongst all its members. Join us! The annual base salary range for this position is $94,229 to $105,198. When determining an offer, the University of Southern California considers factors such as the scope and responsibilities of the role, the candidate's experience, education, training, key skills, internal peer alignment, applicable laws, contractual requirements, grant funding, and market conditions. About USC Finance Division: USC Finance Division is a group of innovative and talented professionals who provide high quality services in support of education and research at USC. The Finance Division is comprised of the following departments: Office of the Chief Financial Officer, Financial and Business Services, Office of the Comptroller; Office of Budget and Planning, Treasury, and Health Plans; Facilities Planning and Management, Audit Services, Risk Management, and Information Technology Services. The University of Southern California (USC) Office of Budget and Planning (OBP) provides support to the university's central administration in resource planning, strategic planning, and guides the formulation of the annual operating budget. The OBP's goal is to ensure sufficient financial resources to meet the university's current and future needs for maintaining academic and patient care excellence, while propelling new research and discoveries to advance humankind. The OBP fulfills the university's budget and financial needs as efficiently and cost-effectively as possible in a collaborative manner, and delivers useful budget and financial guidance, assisting academic units, auxiliary units and senior leadership in making key financial decisions. Minimum Education: Bachelor's degree Minimum Experience: 3 years Minimum Field of Expertise: Business education or closely related field. Experience in financial analysis and reporting with knowledge of computer simulation and forecasting techniques. USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at **************, or by email at *************. Inquiries will be treated as confidential to the extent permitted by law. Notice of Non-discrimination Employment Equity Read USC's Clery Act Annual Security Report USC is a smoke-free environment Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: *************************************************************

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. Review, track, and support replacement reserve activity. Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. Monitor variances, identify trends, communicate important findings, and recommend actions to management. Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members. Complete ad-hoc assignments as needed by the executive team. Requirements Bachelor's degree in Finance or Accounting. Minimum of 1 to 3 years' experience in Finance or Accounting. Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. Produce complex documents, perform analysis and maintain databases. Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications Bachelor's degree in finance or accounting. 1-3 years of experience in finance.

Join our brand-new Longines boutique, opening inside of our longstanding Ben Bridge Jeweler multi-brand location at the Westfield Topanga Mall. As a Client Advisor, you will deliver unparalleled client experiences, embodying the essence of Longines and Ben Bridge Jeweler. Role Overview As a Longines Client Advisor, the position will be responsible for or demonstrating outstanding customer service as per Brand standards, generate sales, merchandise and safeguard company assets. You will be expected to help client outreach initiatives, build brand awareness, assist in daily operations of the store. All positions support and assists management team in achieving all customer service and sales goals initiatives. You will the brand, inside and outside the boutique. Primary Duties: * Provide personalized customer experience when hosting clients. * Achieve and exceed turnover targets set by the manager through effective sales of watches and related services. * Identify and create sales opportunities within and outside boutique environment leveraging personal networks to attract new clients. * Continuously innovate to exceed client expectations and enhance their overall experience. * Cultivate strong personal relationships with clients from diverse backgrounds and maintain these connections through meticulous CRM activities. * Handle customer service requests promptly and professionally. * Demonstrate comprehensive knowledge of Longines' history, product offerings and partnerships as well as deep knowledge of the watch and luxury industries. * Deliver exceptional client service to differentiate the boutique from competitors. * Serve as a brand ambassador for Longines, both within and outside the boutique. * Execute operational tasks with precision and attention to detail. * Maintain the boutique according to global Longines visual merchandising standards. * Collaborate closely with team members to support the overall organization of the boutique and foster teamwork. * Opportunity to cross-train and sell as needed on the multi-brand side. Required Minimum Qualifications * Minimum of High School Diploma or equivalent education; higher education preferred * 3 years of experience in sales or hospitality * Proficient in utilizing CRM technology for clientelling * Collaborative team player. * Excellent communicator with ability to cultivate strong networks. * Resourceful in generating sales leads. * Driven by results and exhibits a strong aptitude for sales. * Demonstrates accountability, reliability and strong organizational skills in managing diverse tasks. * Thorough understanding of client satisfaction and luxury experiences, with a keen awareness of etiquette and human behavior. * Adaptable approach tailored to individual client needs. * Open and outgoing personality that fosters positive interactions. * Displays eagerness and enthusiasm for continuous learning and growth. * Bilingual is a plus but not required. Pay Range: $18.00 - $21.00 per hour + a monthly sales bonus based on individual sales and store performance for the month Fluctuations in the job market may necessitate adjustments to pay ranges. Final pay determinations will depend on various factors, including, but not limited to experience levels, knowledge, skills, and abilities. The full-time hourly schedule is designed to provide flex staffing during key events and peak selling times. You will be eligible for health and welfare benefits (provided you meet the minimum work requirement of 20 hours/week) in addition to sales bonus, monthly incentives and SPIFFs. Other benefits include employee merchandise discounts, paid training and paid time off, such as: vacation, holidays, volunteer time and jury duty. Paid training includes certification from the Gemological Institute of America (following completion of one year service time). In addition to our medical, dental and vision insurance, Ben Bridge Jeweler also offers a 401(k) plan with a company match. Ben Bridge Jeweler is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender identity, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by applicable law.

Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: * Commitment to agriculture and the communities we serve * Family friendly work environment * Investment in employee development * Medical, Dental and Vision coverage * Outstanding 401k - automatic 3% employer contribution, plus match up to 6% * Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) * Competitive Incentive Compensation Plan * Disability & Life Insurance * Employee mental, physical, and financial wellness programs * The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans. ESSENTIAL DUTIES: * Interview loan applicants; prepare loan applications, financial statements and budgets. * Prepare spreadsheets of financial statements, e.g., balance sheets and income statements. * Input all required data into the loan origination and loan processing systems. * Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness. * Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority. * Determine and review legal documentation. * Verify financial statements, review credit reports, and collect relevant data. * Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services. * Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies. * Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance. * Conduct collateral inspections. * Represent the Association at public functions. * Conducts credit training and development programs for staff. * May serve as a member of the employee loan committee or participate in loan committee meetings. * Perform other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: * At least eight years progressively responsible banking or related agricultural lending experience. * BA/BS degree with emphasis on agribusiness, business administration, or equivalent. * Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. * Knowledge of FCA regulations, association, and district policies and procedures. * Demonstrated proficiency in organizing and prioritizing work to meet deadlines. * Strong written and verbal communication skills. * Strong persuasive and interpersonal skills. * Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. * Provides training to credit staff and may serve as a member of or participate in loan committee meetings. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $71,138.70 - Max $123,959.18 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. * Reflected is the national base pay range and title offered for this job at the current level. * Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. * Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.

Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies." Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: * Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. * Meet with clients to establish financial goals and communicate the VFG investment beliefs. * Attend new client appointments and second closing meetings with President as assigned. * Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. * Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. * Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. * Maintain the highest level of confidentiality with all information obtained. * Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. * Participate in weekly staff meeting. * On occasion, professionally represent VFG at community events. * Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: * Bachelor's Degree or equivalent work experience/licensure preferred. * Ability to present and communicate ideas and concepts in public and private, verbally and in writing. * Demonstrated accuracy and thoroughness to ensure the highest quality of work. * Ability to demonstrate a positive customer service attitude and good personal skills. * Experience using Microsoft Office and internet. * Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. * Excellent problem solving, strong organizational and communication skills. * Strong analytical skills and attention to detail. Required: * FINRA Series 7 and Series 66 licensure or CFP designation Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Fresno,CA $70,320.00 - $70,320.00; Bakersfield,CA $70,320.00 - $70,320.00

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Job DescriptionJob Title: Financial Analyst - Pricing & TaxAbout the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.