J.P. Morgan Wealth Management - Private Client Investment Associate - Encino, CA
Finance advisor job in Parksdale, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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.
Auto-ApplyPortfolio Analyst
Finance advisor job in Merced, CA
Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.
Benefits offered by American AgCredit:
* Commitment to agriculture and the communities we serve
* Family friendly work environment
* Investment in employee development
* Medical, Dental and Vision coverage
* Outstanding 401k - automatic 3% employer contribution, plus match up to 6%
* Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
* Competitive Incentive Compensation Plan
* Disability & Life Insurance
* Employee mental, physical, and financial wellness programs
* The position is bonus eligible based on association and personal performance
Position will be posted until filled.
BASIC FUNCTION:
The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans.
ESSENTIAL DUTIES:
* Interview loan applicants; prepare loan applications, financial statements and budgets.
* Prepare spreadsheets of financial statements, e.g., balance sheets and income statements.
* Input all required data into the loan origination and loan processing systems.
* Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness.
* Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority.
* Determine and review legal documentation.
* Verify financial statements, review credit reports, and collect relevant data.
* Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services.
* Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies.
* Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance.
* Conduct collateral inspections.
* Represent the Association at public functions.
* Conducts credit training and development programs for staff.
* May serve as a member of the employee loan committee or participate in loan committee meetings.
* Perform other duties assigned.
LEVELS OF SUPERVISION EXERCISED AND RECEIVED:
Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee.
TYPICAL EDUCATION AND EXPERIENCE:
* At least eight years progressively responsible banking or related agricultural lending experience.
* BA/BS degree with emphasis on agribusiness, business administration, or equivalent.
* Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures.
* Knowledge of FCA regulations, association, and district policies and procedures.
* Demonstrated proficiency in organizing and prioritizing work to meet deadlines.
* Strong written and verbal communication skills.
* Strong persuasive and interpersonal skills.
* Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software.
* Provides training to credit staff and may serve as a member of or participate in loan committee meetings.
JOB REQUIREMENTS:
Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work.
PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite.
PAY RANGE:
Minimum $71,138.70 - Max $123,959.18 Annual
This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
* Reflected is the national base pay range and title offered for this job at the current level.
* Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location.
* Salary offered, within the applicable range, is one component of the total rewards package offered to candidates.
All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants.
American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above.
If you need assistance or an accommodation due to a disability, you may contact us at ***************.
Auto-ApplyFinancial Professional
Finance advisor job in Fresno, CA
Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K 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.
Private Client Advisor- Agribusiness- Wealth Management Group
Finance advisor job in Fresno, CA
Fresno, CA
Exp 5-7 yrs
Deg Bach
Relo
Bonus
Job Description
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
J.P. Morgan Wealth Management - Private Client Advisor - Fresno and Bakersfield, CA
Finance advisor job in Fresno, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyClient Advisor, Contemporary - Topanga
Finance advisor job in Parksdale, CA
Inclusive Benefits
We offer an inclusive and comprehensive range of benefits to our valued associates, including:
Medical, Dental, Vision Benefits
Disability Benefits
Paid Parental Leave, Paid Family Leave, and Adoption Support
Paid Time Off
Retirement Savings Plan (401K) and Life Insurance
Financial Solutions
NMG Associates Core Discount of 30%
Personal and Professional Development Opportunities
For more information, please click “Our Benefits” section on our career site or reference the link here\: https\://**********************************
About Neiman Marcus Group
Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them.
We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.
We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************.
Other Compensation
This position is eligible for commission in accordance with the terms of the Company's plan.
Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.
Your Role
As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authority-both in person and digitally. This job is onsite at the specified location and will report to the Sales Manager.
What You'll Do
Maintain a customer-centric mentality.
Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing.
Understand how to showcase product differently based on if a client is remote or in-person
Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory
Achieve personal sales, client conversion and wardrobing goals
Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage
Utilize digital tools and social media to connect with clients and guide intentional traffic
Create a positive work environment through collaboration
What You Bring
Motivated with an ability to set and achieve sales goal
Experienced with technology and has experience selling to clients using digital tools
Styling, fashion, and fashion retail experience
Commission sales experience
High School Diploma / equivalency required
A flexible work schedule
Auto-ApplyClient Advisor with Sports Background
Finance advisor job in Madera, CA
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Loper District - Northwestern Mutual!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Loper District - Northwestern Mutual!
Why Current and Former Athletes Could Thrive Here:
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us:
Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA
Meet Our Local Team:
Rick Abell, Managing Director:
Time with NM: 29 years.
Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament.
Scott Loper, Financial Advisor:
Time with NM: 2 years.
Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard.
Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.
Gina Loza, Director of Training, Philanthropy & Events:
Time with NM: 23 years.
Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.
Toka Mwondela, Chief Development Officer:
Time with NM: 8 and a half years.
Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since.
Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Commercial Lines Client Advisor
Finance advisor job in Fresno, CA
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
Easy ApplyFinancial Solutions Advisor - San Joaquin Valley Area
Finance advisor job in Merced, CA
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
* 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
Financial Analyst (Atwater)
Finance advisor job in Atwater, CA
As a member of the Finance Department, prepare and analyze data/reports for various organization wide functions. Manage data from clinical systems, to accounting systems. Generate financial and regulatory reports, provide data and analytical overview to both internal and external customers.
This is a hybrid opportunity, and may be required to report to the Atwater site two to three times per month. Initial training period will require working at our Atwater Administration site.
Schedule is Monday - Friday, from 8:00am - 5:00pm
Compensation: $85,924.80 - $91,939.54 Annual Salary
Golden Valley Health Centers offers excellent benefits including Medical: (0 Deductible / $2,000 Individual; $4,000 Family Out-of-Pocket Max), excellent PPO coverages; Dental; Vision; 403(b) with match, FSA plans, gym discounts, and so much more!
Essential Duties and Responsibilities
Prepare and analyze monthly financial, statistical and budgeting reports.
Communicate across teams, providing analytical overviews on key metrics.
Evaluate and analyze results relative to expectations; understand, explain, and communicate variances; and adapt solutions to reflect emerging insights.
Propose ideas for process improvements.
Perform data analysis on financial, billing, payroll, and clinical data.
Research information related to contracts and grants.
Create ad-hoc and scheduled reports to pull data from the EHR, Accounting, and other systems.
Assist with preparing regulatory reports (State and Federal).
Understand and manage the data flow from the Practice Management System to the Accounting System.
Assist with analysis of charges, adjustments, and payments.
Provide support and resources to other members of the finance department.
Work with other GVHC departments to retrieve relevant data for analysis.
Complete special projects.
Perform other duties as assigned.
Min. Qualifications
Proficiency in operating a personal computer.
Experience utilizing software such as; MS Office Suite, Accounting & Payroll systems, and database management software.
Advanced Excel skills, particularly related to working with pivot tables and advanced formulas.
Quick learner, who can work independently and manage time efficiently.
Able to research and understand government rules and regulations.
Must be approachable, show respect for others and be able to present data with effective communication and presentation skills while explaining concepts.
Detail oriented, precise and well organized.
Work well in a team environment.
Able to meet short deadline projects with quality work.
Physical Demands
Must be able to lift up to 20 pounds occasionally and push up to 50 pounds (on wheels) on rare occasions.
Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff.
Must have vision with or without lenses that is adequate to read memos, a computer screen, personnel forms and clinical and administrative documents.
Must have high manual dexterity.
Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouching, reaching, kneeling, twisting/turning, fingering and feeling.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually average.
Education/Experience Requirements
High school diploma or equivalent.
Bachelor's degree in accounting, finance or business.
A minimum of two (2) years of hands-on accounting/finance or business analyst experience; preferably in a healthcare setting, coupled with experience working with governmental agencies and/or insurance companies.
Experience in a computer-oriented environment.
Financial Analyst
Finance advisor job in Fresno, CA
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.
Legal Financial Analyst
Finance advisor job in Fresno, CA
Job DescriptionFinancial Analyst ROLE We need a Financial Analyst for the United States Attorney's Office, Eastern District of California (USAO-EDCA). The USAO is responsible for prosecuting and defending cases for the federal government. Your role as a Financial Analyst for the USAO EDCA will be to conduct in-depth financial analysis to determine the financial standing of individuals and entities involved in federal cases. You will gather and interpret financial data from multiple sources to support legal actions, working closely with prosecutors and other legal staff to ensure accurate analysis is provided for debt recovery and enforcement. This is a full-time opportunity. We can offer a competitive salary, and a comprehensive benefits package.
RESPONSIBILITIES
Analyze financial data from tax returns, payroll, loan records, and financial statements
Use financial systems, databases, public records, and open sources for data collection
Reconstruct incomplete or destroyed financial records for asset investigations
Prepare reports and summaries for non-accountants on investigation findings
Provide legal and administrative support under the Federal Debt Collection Act
Assist AUSAs with litigation support and debt enforcement actions
Communicate with prosecution teams, courts, agencies, and defendants
Negotiate and secure voluntary payment agreements for debt recovery
Perform additional financial analysis and enforcement duties as needed
REQUIRED SKILLS / EXPERIENCE
Experience analyzing complex documents and records
Proficiency with automated systems, databases, and open-source research
Strong report writing and communication skills for non-accountants
Ability to manage multiple tasks in a fast-paced environment
Strong communication skills with legal teams and other stakeholders
REQUIRED EDUCATION / CERTIFICATIONS
Bachelor's degree, preferably in accounting or finance - preferred
AND 5 years of accounting, finance, or related experience
OR a Paralegal certificate
OR 5 years experience as a Paralegal
LOCATION
Fresno, CA 93721
CLEARANCE
U.S. Citizenship and ability to obtain adjudication for the requisite background investigation
CLIENT
Department of Justice (DOJ), United States Attorney's Office, Eastern District of California (USAO - EDCA)
TRAVEL
Travel may be required.
WORK HOURS
Full-time = 40 hours a week, 8 hours a day
BENEFITS
Comprehensive healthcare, vision, and dental.
Retirement (401k & Roth)
EMPLOYMENT CLASSIFICATION
Employment Classification Eligibility - W2 Non-Exempt
COMPENSATION
$70,000 - $80,000 commensurate with experience
RELOCATION
Not eligible for relocation benefits
West 4th Strategy is an Equal Opportunity/Affirmative Action (EEO/AA) employer. All qualified applicants will receive consideration for employment without regard to
race, color, creed, religion, gender, sexual orientation, ancestry, national origin, age, marital status, mental disability, physical disability, medical condition, pregnancy, political affiliation, military or veteran status, or any other basis prohibited by federal or state law.
Employment with West 4th Strategy is on an at-will basis. This means either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law.
Benefits include comprehensive healthcare (medical, vision, dental), retirement options (401k & Roth), and paid leave in accordance with California state law, including paid sick leave. Employees are also covered by California State Disability Insurance (SDI) and Paid Family Leave (PFL) programs.
Other Considerations:
applicants will be subject to a background investigation. Individual's primary workstation is in an office area. The noise level in this environment is low to moderate. Regularly required to sit for extended periods up to 80% of the time; frequently required to move about to access file cabinets and use office equipment such as PC, copier, fax, telephone, cell phone, etc. Occasionally required to reach overhead, bend, and lift objects of up to 10 lbs. Specific vision abilities required by this job include the use of computer monitor screens up to 80% of the time.
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Financial Analyst I (Fresno Regional Office)
Finance advisor job in Fresno, CA
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
$25 - $28 an hour
#IND3
Our Benefits:
Regular full-time US employees are eligible to participate in the following benefits:
* Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday)
* 401(k) plan options with a company match
* Various Comprehensive Medical, Dental, & Vision plan options
* Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution
* Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance
* Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions)
* Tuition Reimbursement program and continuous training and development opportunities
* Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options
* Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!)
* Flexible and/or Hybrid schedules are available for certain roles
* Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families
* To learn more, visit winnbenefits.com
Why WinnCompanies?
A job you can be proud of: WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives.
A job that challenges you: Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace.
A job you can learn from: We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development.
A team that cares: We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members.
About Us:
WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico.
Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day.
If you are a California Resident, please see our Notice of Collection here.
Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act.
Current Winn employees should apply through this internal link.
Longines Client Advisor
Finance advisor job in Parksdale, CA
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.
J.P. Morgan Wealth Management - Private Client Advisor - Fresno and Bakersfield, CA
Finance advisor job in Fresno, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Professional
Finance advisor job in Fresno, CA
Current Employees and Contractors Apply HereOsaic Careers
Veater Financial Group Opportunity in Financial Services
Finance Professional
Type: Full-time
Salary: $80K - $90K
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
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Fresno and Bakersfield, CA
Finance advisor job in Fresno, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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 $68,640.00 - $68,640.00; Bakersfield,CA $68,640.00 - $68,640.00
Financial Solutions Advisor - San Joaquin Valley Area
Finance advisor job in Merced, CA
Manteca, California;Stockton, California; Modesto, California; Tracy, 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 (*************************************************************************************************************************
**Job Description:**
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
*******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.
Financial Analyst
Finance advisor job in Fresno, CA
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.
Financial Analyst I (Fresno Regional Office)
Finance advisor job in Fresno, CA
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
#IND3
Our Benefits:Regular full-time US employees are eligible to participate in the following benefits: - Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) - 401(k) plan options with a company match - Various Comprehensive Medical, Dental, & Vision plan options - Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution - Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance - Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) - Tuition Reimbursement program and continuous training and development opportunities - Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options - Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) - Flexible and/or Hybrid schedules are available for certain roles - Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families - To learn more, visit winnbenefits.com
Why WinnCompanies?
A job you can be proud of
: WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives.
A job that challenges you
: Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace.
A job you can learn from
: We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development.
A team that cares
: We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members. About Us:WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico. Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day.
If you are a California Resident, please see our Notice of Collection here. Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act.
Current Winn employees should apply through this internal link.
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