Finance advisor jobs in Modesto, CA

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. Deliver actionable insights via dashboards and KPI reporting to guide strategic decisions and continuous improvement. Collaborate cross-functionally to identify root causes of inefficiencies. Design and implement corrective actions and improvement initiatives to enhance compliance and reduce costs. Maintain and improve FTZ manuals, SOPs, and compliance documentation. Create clear work instructions to standardize trade operations. Provide foundational trade compliance training to FTZ sites. Lead the setup, optimization, and governance of FTZ procedures and site operations. Ensure shipments in and out of FTZs are processed efficiently, cost-effectively, and in compliance with U. S. Customs and FTZ regulations. Oversee bonded shipping, receiving, inventory control, and FTZ admissions with accuracy and timeliness. Bachelor's degree in International Business, Economics, Finance, or a closely related field with 8 years of related experience, or 6 years and a Master's degree, or a Ph. D. with 3 years of related experience. Demonstrated experience leading FTZ operations or trade compliance teams, with the ability to influence stakeholders and deliver results. Strong knowledge of U. S. customs and FTZ regulations; hands-on FTZ administration experience preferred. Proficient in data management, KPI reporting, and analytics to support strategic decisions. Works independently, sets objectives aligned with goals, and applies accurate judgment in selecting solutions. Familiarity with U. S. Customs ACE tool and SAP (ECC and S4/H); advanced Excel and reporting tools preferred. Exceptional verbal and written communication skills; able to engage effectively with all organizational levels. Passion for identifying opportunities, implementing best practices, and driving operational improvements. 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.

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

Paul Mitchell Schools in Modesto, CA, is currently seeking a full-time Education Finance Advisor to join our esteemed team. This pivotal role offers a competitive hourly rate ranging from $20 to $25/hour, coupled with the opportunity to contribute to our institution's mission of empowering students in the beauty industry. If you're an experienced professional looking to make a difference, we welcome your application. ABOUT THIS ROLE The Education Finance Advisor position is a full-time commitment, with a standard schedule of Monday to Friday, 8:30 am to 4:30 pm. This consistent timetable provides the stability necessary for you to excel in our supportive work environment. As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation for grants and loans, and ensuring strict adherence to federal and state regulations. Additionally, you'll conduct regular audits of financial files to maintain compliance and confidentiality, all while offering unwavering support to our students as they pursue their educational goals. OUR COMPANY 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! WHAT WE'RE LOOKING FOR IN AN EDUCATION FINANCE ADVISOR 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. If you're a seasoned professional seeking to leverage your expertise as an Education Finance Advisor, we invite you to take the next step in your career. Our initial application process takes just three minutes to complete and is accessible from any mobile device.

Private Wealth Management Advisor Reports To: Vice President, Private Wealth Management Platform Compensation Range: $85K-$120K Overview: We are seeking a seasoned Private Wealth Management Advisor to join our team, specializing in guiding high-net-worth clients through personalized financial strategies. This role is pivotal in delivering expert advice on investment planning, estate management, tax optimization, and comprehensive wealth management solutions to help clients realize their financial aspirations. Key Responsibilities: Client Relationship Management: Serve as the principal advisor for high-net-worth clients, fostering and sustaining enduring relationships. Conduct thorough consultations to discern clients' financial contexts, objectives, and risk appetites. Maintain regular communication to review strategies, update on portfolio progress, and navigate client inquiries. Financial Planning: Design and execute bespoke financial plans encompassing retirement, estate, and tax planning. Evaluate financial scenarios to suggest suitable asset allocations and investment methodologies. Collaborate with estate planners, tax experts, and legal advisors to align financial strategies with client objectives. Business Development: Expand client base through strategic networking, referrals, and partnerships with attorneys and accountants. Conduct seminars and participate in industry and community events to elevate the firm's wealth management profile. Manage a pipeline of prospective clients while monitoring development activities. Regulatory Compliance & Administration: Ensure adherence to all regulatory requirements and internal policies in client interactions. Maintain precise documentation for client accounts, transactions, and financial plans. Coordinate with operational staff to facilitate seamless administrative processes, including account management. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related discipline; a Master's or MBA is highly regarded. Professional certifications such as CFP or CFA are required. Possession of Series 7, Series 66, or equivalent licenses, alongside an Insurance License. 5-7 years of proven experience in wealth management or financial advising, with a focus on high-net-worth clients. In-depth knowledge of investment strategies, market dynamics, and tax and estate planning. Work Environment: Primarily office-based with a focus on computer-related tasks. Benefits: Comprehensive benefits package available.

We are looking for an experienced Banking Analyst to join our team in Turlock, California. In this position, you will play a critical role in managing banking activities and ensuring the accuracy of financial transactions across multiple entities. Ideal candidates are detail-oriented professionals with strong technical skills and a passion for maintaining efficient financial operations. Responsibilities: - Monitor daily banking activity through online portals and update cash projection worksheets with relevant data. - Process and document a variety of financial transactions, including wire transfers, internal transfers, and loan reconciliations. - Track account balances and initiate transfers to ensure optimal cash positioning. - Prepare weekly support documents for checks, payments, and payroll transfers while maintaining organized records. - Reconcile monthly loan balances, allocate interest payments, and ensure timely completion of financial obligations. - Submit monthly financial reports and update receivable balances with precision. - Handle quarterly loan payments and associated reconciliations to maintain accuracy. - Support automation initiatives and workflow improvements through testing and troubleshooting. - Collaborate with accountants to resolve discrepancies and provide banking-related assistance. - Maintain confidentiality and accuracy while managing sensitive financial information. For immediate consideration, contact Robert Half at 209-232-1991. Requirements - Proficient in Microsoft Excel, Word, Outlook, and Teams, with advanced Excel skills for financial analysis. - Strong organizational skills and attention to detail to handle sensitive financial information. - Ability to perform accurate bank reconciliations and manage banking transactions effectively. - Two or more years of experience in treasury, banking, or financial operations. - Proven ability to work with confidential information and maintain trustworthiness. - Excellent problem-solving capabilities and a proactive approach to resolving financial discrepancies. - Typing and data entry skills with a focus on accuracy and efficiency. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

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.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

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.

Job Description 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.

Crystal Creamery is currently looking for a Finance Analyst Crystal Creamery is seeking a highly motivated individual to be a part of the Crystal FP&A team and partner closely with our sales organization on pricing input, reporting and analysis. Analyst duties include understanding key financial systems, working collaboratively with end-users to understand inputs, and developing clear reporting and communication back to stakeholders. Requirements Requirements Duties/Essential Job Functions · Prepare pricing summaries for monthly & weekly updates (present to sales directors) · Support coordination and preparation of budget, forecasts, and management reporting deliverables · Prepare and send out daily and weekly sales metrics · Update customer price contracts and audit pricing updates · Learn key financial systems and drive efficiencies on manual processes like data entry and report generation. Lead development and improvement of key financial reports. · Analyze impacts of price changes and develop clear communication of the margin impacts to stakeholders. · Collaborate with team to help identify improve margins on commercial products and provide recommendations. · Generate recurring sales and P&L reporting to update Crystal leadership on business performance · Other duties as assigned by supervisor. Position Requirements · Education: A bachelor's degree in Business Administration or equivalent 1-3 years of experience in finance-related work, corporate and/or commercial finance. Preferred experience with SAP or business intelligence reporting tools Knowledge & Experience · Strong analytical and critical thinking skills · Ability to multitask, prioritize, and execute on assigned deliverables · Eagerness to grow and learn the business · Ability to work in a dynamic, fast paced environment to meet tight pricing deadlines · Advanced knowledge in Excel, Pivot tables and writing formulas · Ability to develop customer service and leadership skills Crystal Creamery is an Equal Employment opportunity and Affirmative Action Employer. We do not discriminate on the basis of race, traits historically associated with race, including but not limited to, hair texture and protective hairstyles (such as braids, locks, and twists), color, national origin, ancestry, creed, religion, physical disability, mental disability, medical condition as defined by applicable state law (including cancer and predisposing genetic characteristics in California), genetic information, marital status, familial status, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, sexual orientation (actual or perceived), transgender status, sex stereotyping, age, military or veteran status, domestic violence or sexual assault victim status, or any other basis protected by applicable law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Crystal Creamery is committed to providing reasonable accommodations for candidates with disabilities in our recruitment process. Salary Description 70,000 to 75,000

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Job Summary Comcast's Summer Internship Program offers an exciting opportunity to gain hands-on experience, build lasting connections, and grow professionally in a dynamic and inclusive environment. This paid, 11-week immersive experience places interns at the heart of our business, working alongside talented professionals on meaningful projects that contribute to real outcomes. As a trusted member of the team, you'll gain exposure to the inner workings of a global media and technology company while developing skills that will serve you well in any career path. Job Description Your experience will include: Hands-On Learning & Impactful Work: Tackle real business challenges, collaborate across teams, and contribute ideas that drive results from day one. Community, Connection & Giving Back: Build meaningful relationships through social events, peer engagement, and shared experiences. You'll also have the opportunity to give back through Team UP, Comcast's volunteer initiative, deepening your connection to both your community and your fellow interns. Mentorship & Support: Receive guidance from experienced professionals through our dedicated mentorship program, helping you navigate your internship and beyond. Professional Development: Participate in a custom onboarding experience, a curated learning series, and networking events designed to help you build new skills, explore career paths, and gain insights from professionals from across the organization. At Comcast, we're committed to investing in the next generation of innovators and leaders. Our Summer Internship Program is a transformative experience designed to help you grow, connect, and take the next step in your professional journey. Organization & Team Overview The California Region's Capital team oversees strategic investments that drive infrastructure growth, technology upgrades, and operational efficiency across the region. We manage the planning, allocation, and tracking of capital expenditures to ensure projects deliver measurable ROI. Acting as a bridge between finance, engineering, construction, business development, and field operations, the team ensures alignment on priorities, timelines, and expected costs. Our work supports long-term network reliability, customer experience improvements, and competitive positioning in the market. We are storytellers and truthtellers focused on helping the organization see beyond the day-to-day. Ultimately, the Capital team enables sustainable growth by turning financial resources into impactful business outcomes. The California Region Capital team is composed of a Sr. Manager of Business Operations, which this intern position will report to. The Sr. Manager has a Manager that leads our Invoicing Operations team which is made of internal and contract contributors. Additionally, there are multiple Senior Financial Analysts and one Financial Analyst that report into the Sr. Manager. Role Description Join the California Region Capital team as a Capital Finance Intern and play a key role in turning financial resources into impactful business outcomes. You'll support strategic investments that drive infrastructure growth, technology upgrades, and operational efficiency. In this role, you'll conduct operational research, analyze financial and operational performance against objectives, identify emerging trends, and maintain tracking systems for project status and resource utilization. You'll also provide clear, actionable insights to help leadership make informed operational and financial decisions. What You'll Gain: Hands-on experience in capital planning, ROI analysis, and cross-functional collaboration with various teams. You'll develop skills in variance analysis, data analysis, tying financial resources to operational outcomes, and executive reporting-while contributing to projects that shape the future of our network and customer experience. Additionally, you will develop planning, organizational, interpersonal, and time management skills in a corporate finance environment. Where can this student make an impact? You'll be working in the largest and most complex market in the enterprise during a year of exceptional growth. In this role, you'll help us deploy capital efficiently, provide actionable insights on projects and emerging trends, and enhance how we tell the monthly financial story. You'll also dive deep into the structure of our construction contracts, analyzing how they are deployed across multiple lines of business (Residential, Commercial, etc.), rate codes, and geographies-while contributing to process improvements that drive clarity and impact. Job Responsibilities Responsibilities include but are not limited to: Provides rationale behind reports and analysis and relays them in simple terms. Conducts ad hoc financial research, analyzes financial performance against objectives, and determines emerging financial trends Update and enhance tracking systems to monitor project status, funding utilization, and key performance indicators Assist in preparing ad hoc reporting and analysis to inform business decisions Other duties and responsibilities as assigned Preferred Skills Meticulous Attention to Detail: Ensure exceptional accuracy, organization, and a focus on quality throughout all aspects of the role. AI Knowledge: Experience with AI tools and techniques for data analysis and decision-making preferred. Growth-Oriented Mindset: Embrace continuous learning, demonstrate a creative and self-starting approach, and thrive in a fast-paced and evolving work environment. Collaborative Contributor: Be effective in a highly collaborative, cross-functional team environment, contributing effectively to shared goals while building strong working relationships across a broad base of stakeholders (Capital, Construction, Division, FP&A, etc.). Preferred Majors: Finance, Accounting, Business Administration, or related Strong skills in Word, Excel, PowerPoint Minimum Qualifications and Eligibility Requirements Currently pursuing a bachelor's degree from a United States-based college or university Rising Junior or Rising Senior only (must have a graduation date between Winter 2026- Spring 2028) Returning to degree-program (for at least a semester) after the completion of the summer internship (meaning, student must be returning to school for Fall 2026 semester before graduating) Available to work 40 hours per week over the course of the summer program- June 1 through August 14, 2026 Authorized to work in the United States with no current or future sponsorship needs Available to report in-person to the work location on the job posting (unless virtual offering) Skills Accountability, Communication, Professional Etiquette, Relationship Building, Resilience, Teamwork Compensation Base Pay: $30.00 Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary on our careers site for more details. The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later. Education Certifications (if applicable) Relevant Work Experience 0-2 YearsComcast is an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.

A Comprehensive Wealth Management Firm is actively seeking a detail-oriented, growth-minded Wealth Advisor, CFP with a passion for working with others, providing them with confidence and a plan to attain a secure retirement. This unique opportunity offers an intentional career path into leadership as a successor to the firm's owner, and will play an essential role in the future successes of the firm. This is a salaried position that offers the opportunity for bonuses and growth within the firm. The Advisor will work closely with a more Senior Advisor to manage new and existing client relationships by formulating and implementing advice. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with customized investment, retirement, and estate planning solutions. Key Responsibilities: Identify and own the client onboarding process Assist the Lead Financial Advisor with client's review schedule Document client interactions in CRM and provide team with time sensitive updates Execute on team service model Engage financial delivery team to ensure client's needs are addressed and requests are completed accurately Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in CRM and track all actions/activities to ensure highest level of client service Monitor and report on client satisfaction and manage the resolution of client escalations Represent the organization externally by attending and/or presenting at client and alliance events NO Sales Quotas or Expectations of Existing Book of Business to transfer Requirements: Minimum five years financial services industry experience Series 65, Insurance License, and CFP designation or similar designation preferred Possess and demonstrate strong written and verbal communication skills Detail oriented with strong organizational skills, and ability to manage multiple tasks with accuracy and priorities at once Personable with the ability to connect with clients Capability to lead through collaboration and influence with direct authority Thorough knowledge and understanding of the suite of firm services Ability to research escalated client issues for response/resolution Self-starter and aptitude to work with a sense of urgency Passion for building strong relationships Team player mentality- ability to jump in where needed As a small office, a Client First attitude must permeate in all associates This position does NOT require portable AUM Compensation & Benefits: This is a salaried position subject to current market demands and candidate experience that offers the opportunity for bonuses and includes a generous benefits package. Salaries are reviewed regularly to ensure they are competitive within the industry and geographic area.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Working at the Stanislaus County Office of Education (SCOE) is an enriching experience, driven by a commitment to educational excellence and community impact. SCOE provides a dynamic work environment where employees play a crucial role in providing services and managing programs benefitting families and the community. SCOE fosters a culture of innovation and collaboration, encouraging staff to contribute their ideas and expertise to initiatives that positively influence student success. SCOE's emphasis on professional development ensures that employees have ample opportunities for continuous learning and growth, supporting their career advancement. With a dedication to inclusivity and a supportive workplace culture, SCOE offers an ideal setting for individuals passionate about education to make a meaningful difference in the lives of students. See attachment on original job posting SCOE Ed-Join Application EDUCATION AND EXPERIENCE: Any combination equivalent to: bachelor's degree in accounting, business administration or a related field and two years experience in related accounting work. Experience of a closely related nature can be substituted for education. ADDITIONAL DOCUMENTS: The following documents are not required at the time of application but will be required of the selected applicant prior to employment: Department of Justice Fingerprint clearance, Tuberculosis Skin Test clearance & Pre-Employment Drug Screen clearance will be required prior to employment. Must be at least 18 years of age. Refer to the job posting for a list of required skills or if you have any questions or need further clarification, please contact the email address listed in the posting. SCOE Ed-Join Application EDUCATION AND EXPERIENCE: Any combination equivalent to: bachelor's degree in accounting, business administration or a related field and two years experience in related accounting work. Experience of a closely related nature can be substituted for education. ADDITIONAL DOCUMENTS: The following documents are not required at the time of application but will be required of the selected applicant prior to employment: Department of Justice Fingerprint clearance, Tuberculosis Skin Test clearance & Pre-Employment Drug Screen clearance will be required prior to employment. Must be at least 18 years of age. Comments and Other Information BENEFITS: A Benefit Entitlement for health, dental and vision coverage is available for positions that are at least 4 hours per day. The amount of the entitlement is based on the number of hours worked per day. EQUAL OPPORTUNITY/AFFIRMATIVE ACTION, AMERICANS WITH DISABILITIES ACT EMPLOYER

STOCKTON CA Default: Location : City STOCKTON 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. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

As a member of the Finance Department, prepare and analyze data/reports for various organization wide functions. Manage data from clinical systems, to accounting systems. Generate financial and regulatory reports, provide data and analytical overview to both internal and external customers. This is a hybrid opportunity, and may be required to report to the Atwater site two to three times per month. Initial training period will require working at our Atwater Administration site. Schedule is Monday - Friday, from 8:00am - 5:00pm Compensation: $85,924.80 - $91,939.54 Annual Salary Golden Valley Health Centers offers excellent benefits including Medical: (0 Deductible / $2,000 Individual; $4,000 Family Out-of-Pocket Max), excellent PPO coverages; Dental; Vision; 403(b) with match, FSA plans, gym discounts, and so much more! Essential Duties and Responsibilities Prepare and analyze monthly financial, statistical and budgeting reports. Communicate across teams, providing analytical overviews on key metrics. Evaluate and analyze results relative to expectations; understand, explain, and communicate variances; and adapt solutions to reflect emerging insights. Propose ideas for process improvements. Perform data analysis on financial, billing, payroll, and clinical data. Research information related to contracts and grants. Create ad-hoc and scheduled reports to pull data from the EHR, Accounting, and other systems. Assist with preparing regulatory reports (State and Federal). Understand and manage the data flow from the Practice Management System to the Accounting System. Assist with analysis of charges, adjustments, and payments. Provide support and resources to other members of the finance department. Work with other GVHC departments to retrieve relevant data for analysis. Complete special projects. Perform other duties as assigned. Min. Qualifications Proficiency in operating a personal computer. Experience utilizing software such as; MS Office Suite, Accounting & Payroll systems, and database management software. Advanced Excel skills, particularly related to working with pivot tables and advanced formulas. Quick learner, who can work independently and manage time efficiently. Able to research and understand government rules and regulations. Must be approachable, show respect for others and be able to present data with effective communication and presentation skills while explaining concepts. Detail oriented, precise and well organized. Work well in a team environment. Able to meet short deadline projects with quality work. Physical Demands Must be able to lift up to 20 pounds occasionally and push up to 50 pounds (on wheels) on rare occasions. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must have vision with or without lenses that is adequate to read memos, a computer screen, personnel forms and clinical and administrative documents. Must have high manual dexterity. Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouching, reaching, kneeling, twisting/turning, fingering and feeling. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually average. Education/Experience Requirements High school diploma or equivalent. Bachelor's degree in accounting, finance or business. A minimum of two (2) years of hands-on accounting/finance or business analyst experience; preferably in a healthcare setting, coupled with experience working with governmental agencies and/or insurance companies. Experience in a computer-oriented environment.