Finance advisor jobs in Modesto, CA - 112 jobs

Provide operational Trade Compliance advice to diverse business groups, including supply chain, logistics, shipping, receiving, and sales operations, and work with cross-functional teams to drive program improvements. Import Operations (FTZ & Non FTZ) o Execution of U. S. import operations across FTZ and non FTZ shipments o Processing of inbound shipments in accordance with U. S. Customs, FTZ regulations, and internal import policies o Management of bonded shipping, bonded receiving, FTZ admissions, removals, and non FTZ consumption flows o Coordination with brokers, carriers, FTZ administrators, and warehouses to ensure accurate and timely import processing Import Data Analysis & Reporting o Collection and validation of import operations data from brokers, FTZ administrators, and third party providers o Monitoring of entry timeliness, inventory accuracy, exception trends, and duty exposure. o Development and maintenance of dashboards and KPIs supporting import performance, compliance, and cost visibility o Maintenance of import related SOPs, FTZ manuals, and work instructions for day to day execution o Documentation of end to end import processes, including broker interactions, inventory movements, and entry filing requirements o Support of import and FTZ process training through clear, repeatable work instructions Regulatory & Risk Management o Monitoring of customs entries, bonded filings, FTZ admissions, removals, and AES submissions o Identification and resolution of import discrepancies, errors, and data inconsistencies o Support of internal controls, audit readiness, and compliance risk mitigation related to import operations Bachelor's degree in International Business, Economics, Finance, or closely related field Five (5) years of experience in a similar role Licensed Customs Broker (LCB) or Certified Customs Specialist (CCS)

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

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: 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 ***************.

If you're passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice. What You'll Be Doing: Delivering sophisticated financial and investment planning solutions to clients. Leveraging in-house specialists in advanced planning, insurance, and investments. Expanding your book of business through firm-supported marketing initiatives. Building long-term client relationships rooted in trust and strategy. What Makes Someone a Great Fit: 3+ years of experience as a financial or wealth advisor. FINRA licensing (Series 7 & 66 or equivalent) and Life & Health license. Desire to expand services and access more planning tools and support. Collaborative mindset with a drive to grow. Why MassMutual Northern California: Full advisory platform including fee-based planning. Wealth management, insurance, and retirement planning divisions. Access to business succession support and equity opportunities.

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 ***************.

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 Pay Transparency details US - CA - Merced - 710 W Main St - MERCED BC (CA1108), US - CA - Modesto - 3416 Mchenry Ave - NORTH MCHENRY BC (CA2133), US - CA - Stockton - 1546 Saint Marks Plz - MARCH LANE BC (CA2154), US - CA - Tracy - 111 W 10th St - TRACY BC (CA2107) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Financial Services Professional JOB #74889 Job Description: Financial Services Professional Our client is seeking ambitious individuals in the Modesto, CA area to join their team as Financial Services Professionals. In this role, you will help clients achieve financial freedom through expert guidance and personalized strategies. Role Overview * Position: Financial Services Professional * Location: Modesto, CA * Employment Type: Full-time * Compensation: $40,000 - $65,000 a year plus an attractive commission package * Key Focus: Insurance sales, wealth management, and retirement planning Your Responsibilities * Relationship Building: Develop and maintain a client base by networking and offering solutions to help families reach their financial goals. * Financial Guidance: Use advanced software and product illustrations to help clients preserve retirement savings and grow wealth. * Continuous Learning: Participate in proprietary development training and sponsored coursework in areas like Investment Management. * Career Ownership: Master your craft and choose your path, whether it is managing client assets or leading your own team of agents. What Our Client Looks For * Communication: Ability to explain complex concepts clearly while maintaining honesty and integrity. * Motivation: A self-motivated, entrepreneurial spirit with strong time-management and prospecting skills. * Background: We welcome candidates from diverse backgrounds, including sales, athletics, military, or client-facing roles. * Requirements: Applicants must have a high school diploma or GED and must reside in the state of California. Support & Benefits * Award-Winning Training: Free pre-licensing training and ongoing coaching from successful field leaders. * Flexible Schedule: In-office training transitions to a flexible hybrid schedule once you are a producing agent. * Compensation Package: A commission structure designed to grow with you, plus bonus programs and a retirement savings program. * Career Advancement: Clear tracks to becoming a Financial Advisor or moving into benefit-eligible management positions. Location: Modesto, CA. Experience: 1 - 5 years in insurance, financial products or a related industry Work Hours: Monday - Friday 8:00 am - 5:00 pm (can vary) Compensation: $40,000 - $65,000 base salary (DOE) + commissions EEO: This company is an Employment Equity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex or national origin. Qualified minorities, women and veterans are encouraged to apply. California applicants: to see how we protect your data, visit our website 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.

OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY Salvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927. Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it's Italian house by providing a bold new cool perspective on elegance and luxury. From the uniqueness and exclusivity of our creations, along with the perfect blend of style, creativity and innovation enriched by the quality and superior craftsmanship of the 'Made in Italy' tradition, we continue to be household for all leather goods and ready to wear. With over 4,200 employees and a network of 650 mono-brand stores, the Ferragamo Group operates in Italy and worldwide through companies that allow it to be a leader in the European, American, and Asian markets. In the United States, the Company operates over fifty of its own retail stores and distributes its products through high end wholesale distribution channels. We are currently looking for a Senior Client Advisor at our San Francisco Outlet location. The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client relationships thorough personal connections and CRM initiatives; manages and drives sales by understanding client desires and creating a hand-crafted experience for the client to achieve the best sales performance; builds and maintains relationships with fellow advisors by instilling a sense of belonging and a positive, forward thinking mindset; is a mentor to the team by proactively offering insights, reflections and experiences to your colleagues. The Responsibilities Inclusive Leadership Demonstrate active leadership on the selling floor, to drive individual and team objectives and be accountable for sales results. Collaboration Collaborate with peers to drive results and pave the way for the team through authenticity, empathy, and best practices Actively creates a positive work environment through teamwork and collaboration. Assist operations team by maintaining stock of designated area on selling floor and in stock room Customer Centricity Transform each client experience into magical moments by creating a hand-crafted experience and engage in the selling ceremony. Cultivate a long-term authentic bond with clients through personalized connection by making them feel the experience is truly about them. Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every decision. Demonstrate expert styling and brand knowledge. Promote cross selling to increase UPT sales metrics. Capture customer data in the company's CRM database to connect with clients to maintain and develop relationships. Agility Thinking innovatively about how we can improve and generate new ways of creating tangible value and magic for the client. Sales-in person, telephone, email, etc.-which includes having the physical ability to wait on customers and fit them properly with shoes and ready to wear. Clearly understand company set KPI's and exhibits the ability to identify strategies to enhance performance standards. Takes an aggregate approach to identify and recommend merchandise across all channels. The Qualifications A caring and intuitive Senior Client Advisor with a passion for style Acting and thinking first of the client and their experience, having an in-depth knowledge of the desires, needs and expectations of luxury clients. Being a master of storytelling and the art of asking engaging questions. Computer knowledge to track inventory. Proficient English language skills; knowledge of second language preferred. Previous retail sales experience preferred, luxury retail experience a plus. Strong interpersonal and communication skills; ability to read, write, and interpret instructional documents. Ability to effectively communicate with customers, peers, and management. Ability to communicate on the telephone with proper etiquette. Ability to multi-task while being attentive to customers and remaining flexible to the needs of the business. Ability to work as part of a team and take initiative independent of direct supervision. Schedule Regular and reliable attendance, normally 5-days a week Full time schedule (37.5 hours); Part-time schedule (20-29 hours per week) Required to work a variety of hours, which may include mornings, evenings, and weekends, based on store needs Equal Employment Opportunity Statement Ferragamo USA Inc. and its subsidiaries is an Equal Employment Opportunity employer and provides equal opportunities to all employees and applicants without regard to an individual's age, race, creed, color, religion, national origin, sex (including pregnancy) or sexual orientation, gender expression, military status, marital status, genetic predisposition or carrier status, disability, or membership in any other protected class under applicable law. Disability Accommodation Ferragamo is committed to providing reasonable accommodation to applicants and employees with disabilities. Please tell us if you require reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. Vaccination Requirements Ferragamo USA Inc. d/b/a Salvatore Ferragamo is committed to maintaining a safe and healthy work environment for all our employees. As part of our ongoing efforts to prioritize the well-being of our staff and customers, we strongly encourage all staff to remain current with CDC-recommended vaccinations.

Job Description Welcome to the world of possibility at Paul Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour, plus the opportunity to make a meaningful impact on students' futures, this position offers more than just a job-it offers a fulfilling career. YOUR DAY As a Financial Aid Advisor, your days will be dedicated to helping students achieve their dreams in the beauty industry. You'll start by assisting students and parents in crafting financial plans tailored to their needs, guiding them through paperwork for grants and loans with expertise honed from your experience. Throughout the day, you'll provide personalized support and guidance, ensuring compliance with federal and state financial aid requirements while maintaining the utmost confidentiality. Your role is not just about crunching numbers-it's about empowering students to navigate the financial landscape with confidence and clarity, making a lasting impact on their educational journey. YOUR HOURS Your journey with us as a full-time Financial Aid Advisor will be a Monday to Friday adventure, with your days stretching from 8:30 am to 4:30 pm. It's a full-time commitment, but the rewards are endless! REQUIREMENTS Bachelor's degree or equivalent experience Computer and data entry skills Ability to multitask and coach others Excellent interpersonal and communication skills, both verbal and written Strong work history with verifiable references Passion for the beauty industry Honesty and professionalism Contracting experience is preferred. OUR MISSION At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it! READY TO APPLY? Are you ready to embark on a rewarding career journey with Paul Mitchell Schools? Take the first step towards joining our team by completing our initial 3-minute, mobile-friendly application today. Let's make dreams happen together! Apply now! Job Posted by ApplicantPro

Full-time position available on or after December 1, 2025 in University Budget Services. This position's responsibilities are carried out independently under general supervision. The incumbent is responsible for performing advanced budget analysis work by exercising lead oversight for most projects and responsibilities. Applies advanced budgeting job skills, detailed knowledge of budgeting policies and procedures, project management skills, and organizational and stakeholder acumen to complete substantive assignments, projects, and related work of significant technical scope and complexity. Exercises advanced discernment in selecting methods and techniques for obtaining solutions. In collaboration with management, oversees, assesses, formulates, and evaluates programs, policies, and procedures. Work is focused on ensuring alignment with overall objectives and may provide lead work direction with accountability for results. Job Duties Duties include but are not limited to: Performs advanced budget analysis work with lead oversight for most projects and responsibilities. Consults with and advises campus officials on budget requests, including projections, revenue costs, and budgetary controls. Analyzes position control, labor cost distribution, and budgetary control functions to ensure fiscal integrity. Leads campus preparation and submission of annual budget allocations and required Chancellor's Office reporting (e.g., FIRMS), ensuring accuracy and compliance. Provides consultative guidance to campus divisions on administering budgetary and financial policies in alignment with CSU and campus requirements. Identifies and recommends improvements to budget and labor cost distribution processes based on analysis of recurring issues and emerging needs. Surveys and researches complex budget matters, including comparative analysis using state databases, other institutions, and external financial sources. Provides input on financial system upgrades, including design considerations, testing, and verification of results. Conducts in-depth troubleshooting of financial system issues and recommends corrective actions. Performs advanced forecasting of revenues and expenditures across multiple funding sources, including student fees, self-support funds, and trust funds. Synthesizes large-scale financial data into actionable recommendations for campus leadership and budget committees. Analyzes and resolves complex or sensitive budget issues requiring discretion and coordination across divisions. Recommend and implement campus-level budget plans, initiatives, and process improvements. In collaboration with management, reviews, assesses, and evaluates programs, policies, and procedures to ensure effectiveness and compliance. Develops and refines campus budget processes, standards, and procedures to improve transparency and efficiency. Provides lead work direction, training, and mentoring to other analysts and staff to ensure consistency and accuracy in budget practices. Designs and implements advanced budget models, tools, and templates to support campus planning, scenario modeling, and decision-making. Represents the Budget Office on campus budget advisory committees and related meetings, presenting analysis and communicating budget implications. Collaborates with management to evaluate and recommend campus-level budget policies and initiatives. May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards. At the direction of appropriate administrator, may provide support to other areas within department as needed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, a logical assignment to this classification, or if it involves performing duties of a lower-level classification as required. Other duties as assigned. Minimum Qualifications Experience: Equivalent to four (4) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.) Education: Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.) Preferred Qualifications Experience in a higher education or university setting. Experience in CSU or higher education budgeting or finance. Experience working with data query and reporting tools. Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system. Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries). Experience supporting or coordinating financial system testing, upgrades, or integrations. Familiarity with position management processes in higher education or large organizations. Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting. Knowledge, Skills, Abilities Advanced knowledge of financial, budgetary, and accounting principles and practices. Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es). Thorough knowledge of the principles of position control and budgetary alignment. Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management. Advanced knowledge of research techniques and statistical principles and procedures. Knowledge of or ability to quickly learn the financial structure and financial procedures of the university. Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action. Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations. Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures. Ability to effectively mentor or lead the work of others. Salary Range Anticipated starting salary: $5,877 (step 1) - $6,361 (step 5) per month plus excellent paid benefits. Step placement will be determined based on relevant qualifications and professional experience. Future increases, including step advancement, are subject to contract negotiations. Full range: $5,877 (step 1) - $8,561 (step 20). Compensation & Benefits Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary How to Apply To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. Application Deadline OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER NOVEMBER 7, 2025. (Applications received after the screening date will be considered at the discretion of the university.) Criminal Background Clearance Notice Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Additional Information Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form. CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Rated in Forbes as one of America's Best Banks in 2024, Mechanics Banks proudly serves California, with branches reaching from the Imperial Valley to the Cascades, and from the coastal communities to the Sierra Nevada foothills. Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State. This role will require the employee to work on-site at the local bank branch located in Los Banos, Atwater, Merced, Turlock, or Newman, CA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * High school diploma or equivalent (Bachelor's Degree Preferred) * Minimum of two (2) years investment sales experience (preferably in a financial institution) * Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 * Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) * Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: * Demonstrated ability to sell products and services to investment clients; evidence of strong sales results * Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space * Excellent knowledge of investment/insurance products and financial planning Core Competencies: * Strong self-motivation and ability to work independently * Excellent verbal, written and interpersonal communication skills * Possess strong organization skills * Excellent customer service and business focus with a great attention to detail * Effective research and analysis skills #LI-Onsite Pay Range:$68,640 - $80,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching hybrid 8-10 week summer journey with our Internship Program in Livermore, CA, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! ????“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. ????About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. ????“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, economics, math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills ????“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience ????Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! ????Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid

GENERAL PURPOSE: Responsible for the preparation and analysis of all budget and forecasting responsibilities and will partner with the Sr. Manager over Office Operations to ensure that the department is aligned with the organizations objectives and goals. The Financial Analyst will report to the Sr. Manager over Office Operations and will interact frequently with the Allocation Sr. Vice President, the Allocation leadership team, and various cross functional partners. ESSENTIAL FUNCTIONS: Budget Forecasting and Reconciliation • Preparation and ongoing analysis of all budget & forecasting responsibilities to ensure that the dept is aligned with the organizations objectives and goals. Responsibilities include but not limited to the following\: o Monthly, quarterly, YTD and year end forecasting based on financial trends Monthly forecast changes (G&A and capital expenses) Create various forecast scenarioso Monthly close process Prepare monthly close reports Input accruals & re-classes in systemo Ensure all department expenditures are accurate, tracked and approved in a timely manner. Submit and code invoices Track, reconcile and report all monthly expenseso Preparation, processing & tracking of capital expenditures Create and submit CER's (Capital Expenditure Requests) Submit PO's Track and implement roll out of department hardware Reconcile and submit capital forecast changes each montho Provide financial support with account reconciliation and variance analysis.o Work with business partners to resolve any financial issues Analysis & Projects o Work on projects and tasks assigned by the Sr. Office Operations Managero Monitor department expenses and ensure that they are aligned with the department budget.o Provide reports, recaps, projections, etc. as scheduled/needed G&A expenses (i.e. travel, supplies, operating, etc) Payroll, headcount, attrition, etc. Complete weekly organizational chart updates Ad hoco Assist in creating standard documentation of financial processes and templates that will increase efficiency for the Allocation dept.o Coordinate and facilitate all department moves Budget Developmento Assist the Sr. Office Operations Manager in the creation of the Allocation Department annual budgets & 5 year plans Provide necessary metrics recaps, charts and other ad hoc reports Create various scenarios to achieve targets Input final plans into systemo Work with Sr. Office Operations Manager on project costs, forecast changes, invoice timing and project timelines COMPETENCIES: • Communication • Analysis and Judgment• Drive for Results • Interpersonal and Team Effectiveness• Business Acumen • Change Management QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: • Bachelor's degree in accounting or finance required• 2+ years relevant work experience; financial or operations planning and forecasting in a retail environment is highly desirable• Strong analytical skills - must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions.• Detail oriented• Strong organizational skills• Excellent written and verbal communication skills• Ability to multi-task and prioritize tasks• Adaptability - able to handle changing priorities• Ability to use discretion in handling confidential information• Reliability (attendance and timeliness) is important to ensure financial deadlines are achieved• Ability to work independently and exercise independent judgment• Advanced skills in MS Office (Excel, PowerPoint, Word & Visio) - emphasis on Excel formulas PHYSICAL REQUIREMENTS/ADA: Job requires ability to work in an office environment, primarily on a computer. Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc. Consistent timeliness and regular attendance. Vision requirements\: Ability to see information in print and/or electronically. DISCLAIMER This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion. Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.

Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand's values in the execution of their role. Reporting to a Client Advisor Manager or Store Manager/Director, this role delivers exceptional client experiences by creating a welcoming environment, discovering client needs and guiding them across the brand, and cultivating relationships, while achieving and exceeding individual and store goals. As a Major, this role is also responsible for supporting the store team and business with Visual Merchandising or Training needs. Your Impact Team Perform as a team player and participate in all activities contributing to the overall objectives of the store. Contribute to and maintain a positive and collaborative work environment. Client Welcome every client and provide the utmost client experience in accordance with the Moncler Client Promise and Client Experience standards. Develop and cultivate long-lasting client relationships through engaging conversation and active clientele management. Drive business and sales goals by proactively reaching out to existing clients and developing new clients. Business Achieve and exceed sales goals and key KPIs (Average Dollar Transaction - ADT, Units per Transaction - UPT, Data Capture, Repurchase Rate, etc. ). Review and analyze personal KPI achievement, actively proposing adjustment to sales approach to drive these KPIs and to exceed client expectations. Learn and master Brand and product knowledge. Operations Collaborate with operations and store leadership to ensure the adherence of all Company policies and procedures. Support in inventory preparation and execution as necessary. Proactively follow up with customer charge sends, repairs, and holds. Support and maintain visual merchandising standards. Respect Moncler Brand standards in terms of grooming and behavior. Qualifications Education N/A Work Experience Minimum 2 years of retail experience, preferably in a luxury environment. In lieu of retail experience, hospitality or other relevant client-oriented/service roles are acceptable. Special Skills and Personal Attributes Team-oriented with excellent interpersonal skills. Client-centric individual who thrives in a fast-paced and dynamic environment. Fashion-forward, with a passion for the Brand, and general interest in the fashion/luxury goods industry. Professional presentation; able to communicate effectively both verbally and in writing with all clients, employees, and management. Dependable, punctual, and flexible. Ability to communicate in English required (written and verbal), additional languages preferred, but not required (Spanish, Mandarin, or Cantonese). Technologically savvy with proficiency in Microsoft tools (e. g. MS Word, MS Excel, Outlook. Additional Information: All tasks are not limited and/or restricted to this job description. Employees must comply with any reasonable requests from management to perform any other duties to fulfill the role's requirements. Moncler Group is an equal employment opportunity employer. Pay Transparency statement: Moncler includes a reasonable estimate of the hourly rate range for this role. This takes into account the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. A reasonable estimate of the current base hourly range is $20 per hour to $21 per hour.

The specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching hybrid 8-10 week summer journey with our Internship Program in Livermore, CA, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! 🌟“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. 🏆About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. 📝“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, economics, math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills 🏢“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience 🎉Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! 🎓Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid