Finance advisor jobs in New Mexico

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. Participates in general accounting and financial reporting services of the Region and its affiliates. Month End close and reconciliation. Assists with completion of all required work papers for annual audit. May assist is the preparation of tax and government reporting Requirements MINIMUM QUALIFICATIONS: EDUCATION: Bachelor's degree in Accounting or four years of experience in accounting will substitute for degree. CERTIFICATION/LICENSES: CPA and/or MBA preferred. SKILLS: Thorough knowledge of Generally Accepted Accounting Principles Knowledge of electronic data processing systems Proficiency in electronic spreadsheet (Excel) and word processing programs Must have excellent analytical and problem solving skills Proactive, articulate, effective and positive communications skills are required. EXPERIENCE: At least four years accounting, including: Financial statement (along with financial indicators) preparation; GL Month End processes; account variance analysis, audit preparation; joint ventures, partnership and consolidation accounting; tax reporting experience; reimbursement exposure/experience helpful; experience in financial management of physician practices helpful. Five years experience in an acute health care setting preferred. NATURE OF SUPERVISION: -Responsible to: Accounting Manager and/or Controller ENVIRONMENT: - Bloodborne pathogen A No contact with any body fluids. Office environment with many and conflicting deadlines. Must be able to maintain composure and manage multiple priorities. PHYSICAL REQUIREMENTS: Extensive keyboard data entry using sound ergonomic principles. xevrcyc Requires knowledge of general safety standards.

Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: * Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. * Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. * Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. * Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. * Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart * A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. * Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. * The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. * Military experience or affiliation is strongly preferred. Required Experience Licensing & Certifications * Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license * Preferred: CFP, ChFC, or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong. #LI-LW1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Advance your business with the Principal Financial Network As a representative of the Principal Financial Network, you'll have the autonomy to expand your practice on your terms. We understand that each practice is unique and provide tailored support and resources to help you thrive. Your clients. Your business. Our support. Empowerment to run your own business within an open-architecture financial services company Access to a comprehensive product platform, drawing from Principal capabilities and a range of non-proprietary solutions tailored to your clients needs Independence to service your clients with no requirements to sell proprietary products, and no carrier or product minimums Flexible contracts to accommodate your business on your terms Industry-leading technology systems making business easier for you and your clients Concierge support - leadership consulting, marketing and business planning, new business processing, access to key business partners and case design assistance Dedicated local marketing consultants to launch your brand and execute your marketing objectives Respect for your unique perspective -- diversity, inclusion, and empowerment are at the core of our culture The Principal Financial Network can support financial professionals looking to manage an individual practice or those looking to join, form, or expand successful teams. Compensation and Benefits Commission structure - up to 95% gross dealer concession (GDC) payout Competitive transition package - you own your business/practice Licensing & registration support Competitive benefits package which includes, retirement plan, deferred compensation program, medical, dental, vision, group life and long-term disability Qualifications A passion for helping clients work toward their financial goals Meaningful work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans Life and health insurance licenses* FINRA Series 6 or 7 and Series 63 or 65, 66 securities registration* About Principal Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group . Principal Financial Group (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. Principal helps people and companies to build, protect and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio size. To learn more about us, please review our company profile. *License and registrations must be obtained prior to start date Contracting with the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions. Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion or religious creed, sex, gender, gender identity, gender expression, pregnancy, national origin, ancestry, citizenship status, mental or physical disability, medical condition, genetic information or characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, or any other characteristic protected by law. We also prohibit harassment on these bases. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company , and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC ************* Referenced companies are members of the Principal Financial Group , Des Moines, Iowa 50392. CD1598-01 | 3***********24 | ©2024 Principal Financial Services, Inc.

The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Sandia Area Federal Credit Union in Albuquerque, NM would allow you to join Sandia Area Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Robins Financial Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Sandia Area Federal Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union. Tracking # 1-05026674 Pay Range:48000 - 60000 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.

We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our new Albuquerque campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunity for growth and advancement. What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more! Some of the great work you'll do includes: Interview prospective students to determine financial aid eligibility. Review student files for completeness and accuracy for submission. Review and authorize students Financial Aid awards. * At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred. * Associates degree or comparable work experience required. Bachelors degree with coursework in math, business, finance, auditing or accounting preferred.

Responsible for the analysis and performance of Sunwards loan portfolio. Assists with the development of data-driven strategies and reporting to assess and enhance loan performance. Collaborates with various departments to provide insight into loan portfolio trends and performance metrics that align with the credit union's strategic goals to become the economic engine of the Southwest. Essential Job Duties: Portfolio Analysis: Analyze loan product performance, identifying trends related to performance, growth, profitability, and overall portfolio health. Evaluate portfolio segmentation (e.g., loan types, geographies, credit scores) to identify areas of strength and risk, providing data insights for lending strategy adjustments. Collaborate with Finance to ensure accurate forecasting of origination and loan growth calculations to support the annual budget and growth targets. Develop and maintain key risk metrics, including delinquency ratios, net charge-off ratios , profitability, loan portfolio performance and product trends. Build dashboards to monitor performance factors and present these insights to management and key stakeholders, enabling real-time decisions. Present portfolio performance insights and recommendations to relevant committees and Sunward Lending Leaders. Benchmark Sunward's portfolio performance against peers and competitors to identify performance gaps and propose actionable adjustments. Monitor borrower and portfolio trends in response to changes in economic conditions, including interest rate movements, unemployment trends, and housing market dynamics. Provide data-driven insights to support the review of underwriting guidelines, credit risk policies, and loan pricing strategies. Assist with the design and development of dashboards for lending and reporting, including interactive tools for loan portfolio visualization. Enhance scenario analysis and market forecasting tools to optimize business strategies and capital planning. Monitor portfolio concentration risk (e.g., geographic concentration, borrower segments) and recommend adjustments to mitigate exposure. Provide insights beyond profitability and product performance or production to include but not limited to member experience, workforce management, and competitiveness. Collaboration, Reporting and Project Management: Partner with business users to interpret data findings, providing insights and suggesting potential adjustments to business strategies. Support Lending with financial reporting and effectiveness metrics. Build and maintain a forecasting framework for portfolio performance metrics. Work with Project Management Officer (PMO) to facilitate the effective scoping, reporting, and management/implementation of the projects. Directly and indirectly supports cross-functional teams of business unit leaders, analysts, internal stakeholders, and external partners (vendors) to facilitate the on-time. Perform other duties as assigned. Requirements Experience & Education: Minimum six years' combined experience in financial portfolio analysis, consumer and commercial loan underwriting requirements, or a closely related field Minimum bachelor's degree in business administration, finance, accounting, data science or related field, or more than six years of related experience. Knowledge: Strong knowledge of regulatory requirements, including but not limited to Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) / Anti-Money Laundering (AML), UDAAP (Unfair, Deceptive, or Abusive Acts or Practices), Allowance for Credit Losses (CECL/IFRS9 standards) Familiarity with loan underwriting, loan origination, loan growth, and financial statement analysis. Strong financial acumen with experience in budgeting, forecasting, and P&L management. Familiar with statistical methods (e.g correlation, regressing, clustering, etc.) Knowledge of data visualization tools like Tableau or PowerBI, Oracle Business Intelligence, or similar tools. Required Skills/Abilities: Strong proficiency in Microsoft Office applications, particularly Word and Excel. Advanced analytical, quantitative, and problem-solving skills. Proven ability to analyze loan portfolio performance and communicate risks effectively. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 5 pounds at times. Salary Description $92,668.80 - $115,836.00

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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 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.

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Wealth Management Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position. Join the rest of our teammates and become eligible for a generous benefits package that we offer: • Medical, Dental and Vision Insurance • 401(k) Retirement savings program that includes employer match. • Paid time off with accrual starting from day one. • 11 Paid holidays off during the year! • Tuition Reimbursement for College Degrees • Employee Clothing Advance • Fitness Reimbursement Program • Employee Assistance Program • Short- and Long-Term Disability • Travel Assistance This is what we would like you to do: Serve the financial needs of KCU members utilizing a Total-Needs based selling approach. Help members identify their financial goals and objectives from a comprehensive financial analysis and identify appropriate insurance, securities, loans, deposit, and convenience products that meet the member's goals and objectives. Supports the Credit Union's mission, vision, strategic goals, quality objectives and service standards. Support and provide exceptional internal and external member service at all times. Primary Job Duties: • Assumes responsibility for the effective and professional performance of financial planning, investment/insurance functions, and marketing efforts. • Establish member relationships with continuous periodic reviews and by following account opening procedures. • Implement phases of the Marketing Plan, including the preparation and presentation of seminars for members and prospective members and outbound calls to existing and prospective members, to consistently generate member appointments to help meet or exceed annual goals. • Assumes responsibility for the accurate and efficient performance of department administrative functions. • Promote continual quality improvement; ensure all department policies are effective and responsive to member needs. • Wealth management services are efficiently and effectively provided in accordance with established Credit Union policies and standards and with applicable laws and regulations. Education/Certification: • Four-year college degree is preferred. Business or Insurance degree preferred. • Life/Health Insurance License required. • FINRA Registration: Series 7, Series 63 and Series 65, or Series 66 required. • LUTCF, CLU, ChFC, CRPC or CFP preferred or working towards the completion of one of these programs. Experience Required: • Two plus years of full-time successful financial services sales experience. • Minimum commission income history between $25,000 and $40,000 annually over the last 3 years. Required knowledge, skills and abilities: • Knowledge of Financial Planning principles, retirement accounts, and brokerage operations preferred. • Moderate knowledge of investment/insurance products that include: Mutual Funds, ETFs, Advisory Accounts, General Brokerage, Annuities and Life Insurance preferred. • Commitment to Total Needs Based Sales approach. • Available for all KCU operating hours. • Strong interpersonal skills with the ability to form and maintain positive relationships with employees, members, and insurance/investment companies . • Maintain professional appearance and conduct • Ability to work in a team environment as well as independently • Multi-task oriented • Good phone skills/etiquette • Excellent organizational skills and attention to detail • Strong communication skills both written and verbal. • Demonstrated talent in implementing quality principles. • Problem solving ability of high difficulty • Moderate to high level of skills in the use of the MS Office Suite. • Must have thorough knowledge of securities and insurance regulations. To apply for this exciting opportunity, visit our careers page at ************************** Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor with PNC's organization, you will be based in Farmington, MI. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

JobID: 210678854 JobSchedule: Full time JobShift: : 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 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.

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* 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 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! Work Schedule Monday-Friday +some Saturdays as required Example 8am-5pm 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 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: * Spanish Bilingual Strongly Desired (contingent upon location) * 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. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description JOB PURPOSE: Under supervision of the Career Services Coordinator, this position advises and counsels students and alumni concerning all areas of career planning, serve as a liaison for the office while providing career advisement and outreach to students, alumni, and faculty. The Career & Internship Advisor will also design and administer appropriate programs, services and activities to assist students and alumni with their career trajectory. The Career & Internship Advisor provides individual and group career counseling/job search coaching to students/alumni to help them make informed career decisions; explore occupational choices; prepare for an effective job search and connect with part-time, internship and full-time employment opportunities. As a key contributor to student success, the Career & Internship Advisor also develops and maintains detailed files and records of student and alumni internships along with services offered. This position description indicates in general the nature and levels of work, knowledge, skills, and abilities. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required or assigned to this position. JOB DUTIES & RESPONSIBILITIES: Maintain effective communication with academic departments to ensure successful career preparation for current students and alumni. Assist the Career Services Coordinator in developing and maintaining strong relationships with academic department chairs, department/program heads, and faculty; target key faculty for employment opportunities for students. Assess students' career aptitude using Kuder Navigator, LEAD NTU, or any other programs deemed appropriate or beneficial to students. Assist the Career Services Coordinator with career development and job search advisement to current students and alumni in both individual and group settings. Mentor and advise students and alumni on a variety of career development topics including but not limited to rsum development, letters of interest, interviewing, etc. Specific focus will be on helping students and alumni with their internship search and maintaining accurate data on student internships. Must become familiar with University internship policy and procedure as well as learning from peer University or College Career Services for constant improvement. Hold weekly office hours for students and alumni. Conduct regular outreach efforts including workshops and presentations to classes, student clubs/organizations, during campus events such as new student orientation, and more. Assist Career Services Coordinator in developing and maintaining an advertising and outreach strategy designed to attract more students to on-campus career events and online career services resources. Collect and disseminate employment and internship opportunities to appropriate faculty, staff, organizations, students, and alumni. Assist Career Services Coordinator in maintaining strong relationships with regional employers for employment and internship leads; build network of employment and internship opportunities. Participate in employer development activities including employer visitations, advisory boards and on-campus recruiting, and the development of job and internship leads with extensive documentation for data purposes. With approval and recommendation from the Career Services Coordinator, participate in various university committees and university-wide events to enhance awareness and visibility of the Office of Career Services. Encourage faculty to maintain equitable opportunities for students and alumni by sending job opportunities and internships to the Office of Career Services to be distributed widely. Provide advisement to departments in their development of major-specific career related events. Maintain ongoing professional development via involvement with relevant professional associations such as the National Career Development Association and others. Maintain active communication with Career Services Coordinator regarding project progress, new initiatives, and more. Coordinates data compilation, statistical reports and correspondence, depending upon the area of assignment or initiative at hand. Assist with general administrative tasks as needed by Career Services Coordinator. Other duties as assigned. MINIMUM QUALIFICATIONS/REQUIREMENTS: Bachelor's degree in counseling, education, or related field (equivalent work place experience also accepted). Relevant experience actively advising adults and young adults in secondary or post-secondary academic setting. University or college level professional experienced preferred. Enjoyment of and ability to work with people; good interpersonal skills. Willingness to learn new information. Excellent communication skills, both verbal and written. Attention to detail and accuracy/planning and organization. Self-motivated and driven; ability to carry through on projects independently. Technology skills: social media, word processing, inputting and organizing data. Excellent computer literacy and strong technology skills to support a high quality learning experience for students, to operate efficiently as part of a team, and the capacity to learn and utilize new online technologies as appropriate and necessary. Demonstrated commitment to equitable services and treatment of students regardless of gender, race, ethnicity, sexual orientation, and other unique identifiers and diverse populations. Strong customer service skills. Ability to establish and maintain professional relationships among peers, staff, faculty, administrators, and external partners. Ability to handle multiple tasks and meet deadlines. Valid state driver's license. Must be able to pass background check, with no prior convictions of any felonies. The Navajo Nation Preference in Employment Act applies to all hiring, promotions or transfers of individuals into this position. PHYSICAL/MENTAL DEMANDS: Continuous ability for speech communication and hearing in order to effectively communicate with students, staff, faculty, and the public. Vision for reading, recording and interpreting information. Continuous ability for both oral and written communication. Frequent problem solving and concentration; occasional analytical ability and creativity. Frequent hand/eye coordination to collaborate with peers and University personnel across campus and to operate computer and other office equipment. WORK ENVIRONMENT: Work is generally performed in an office setting with exceptions depending on the needs of the office. Must be able to balance multiple projects and demands. Must attend various trainings based on need and request.

What we are looking for... We are seeking a motivated Finance Intern to support our local accounting team in day-to-day operational activities. The intern will assist with BlackLine account reconciliations, preparation of monthly journal entries, expense analysis, and accrual calculations. This role will also support additional accounting tasks as needed. The ideal candidate is detail-oriented, eager to learn, and able to work collaboratively in a fast-paced environment. Typically, you will.... * Support the analysis of how company assets are being used, ensuring they are properly tracked, maintained, and utilized to maximize efficiency and accuracy in reporting. * Assist in identifying, classifying, and organizing various asset categories, ensuring each asset is correctly recorded and aligned with accounting and reporting standards. * Contribute to ensuring the accuracy and precision of asset-related data by reviewing records, validating information, and helping maintain clean and reliable asset documentation.

Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Full-Time Financial Consultant to join our 98th Street Branch who can work 37-40 hours per week, with open availability Monday-Saturday. As a Financial Consultant, you'll be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members' financial needs. You'll show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You'll identify opportunities to refer members to business services, mortgage services, home equity lending, and investment services as needed. What you'll do: * Assist members with their financial needs through a consultative needs-based approach. * Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services. * Refer members to specialized departments, as needed. * Support the Teller line, as needed. * Handle problem resolution with your authority level. * Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy. What you'll need: * Three to five years of similar or related experience * High School Diploma or GED Key skills and experience: * Knowledge of Teller and Platform Operations. * Ability to provide exceptional service. * Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments. * Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. * Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Garcia Automotive Group of Albuquerque is hiring! We are proud to be the largest, locally-owned, automotive group in New Mexico! We are scheduling interviews for Customer Service Advisors! We provide full training, no EXP necessary! We welcome all energetic people to apply. Hospitality (Servers/bartenders), customer service reps, retail sales all encouraged to apply! Expect to make$3500-$5000 a month! True Career Path offered! You will… Greet customers promptly Obtain customer and vehicle information Clearly report all vehicle symptoms as described by the customer Determine and recommend needed maintenance base on age, mileage and history of vehicle Prepare a complete and accurate estimate of cost for labor and parts Establish follow up time Monitor the progress of each vehicle throughout the day, and updating customers frequently Verify that the final invoice reconciles with the work performed on the repair order Explain all completed work and charges to customers You have… Proven record of achieving exceptional Customer Satisfaction Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must Above average energy level A desire for a long term career with a growing organization Personal and professional integrity Reynolds & Reynolds computer experience a plus We offer… Health, Dental, and Vision Insurance 401K Paid Vacation Paid Training

Peralta/College Information Berkeley City College Berkeley City College (BCC), one of California's 112 community colleges, is centrally located in downtown Berkeley, only 1-1/2 blocks from the U.C. campus. The college's mission is to contribute to the success of all students and to the well-being of the community by offering the best possible education which promises intellectual growth, social mobility, economic development and an understanding of diverse ideas and peoples. BCC is ranked second in the state in the percentage of students who transfer to U.C. Berkeley. BCC serves students who seek general education, transfer to four-year universities, associate degrees and certificates in liberal arts, the sciences, career/technical areas, or foundational skills. BCC students represent a diverse mix of ethnic, cultural and economic backgrounds. Many are the first in their families to attend college. The college is an active partner in local economic development and employment training endeavors and maintains a strong and unique collaboration with U.C. Berkeley. Berkeley City College's world-class faculty has created a student-centered learning community dedicated to academic excellence and student success. They have won distinction in the sciences, arts, English, humanities, multimedia arts, and the social sciences. Position Information Job Title Financial Aid Specialist - Berkeley City College (Temporary Position) Time Base Up to 40hrs/week as needed Compensation $24.48 - $31.23/hr Position Type Other Department Student Services-VP (841) City Berkeley State CA Job Description Summary Under direction of the Financial Aid Program Supervisor, performs professional level work assisting in the planning, development, implementation and coordination of the college's financial aid program to students. Duties & Responsibilities Any one position may not include all of the duties listed nor do listed examples include all tasks which may be found in positions of this class. To perform this job successfully, an individual must be able to perform each essential duty of the position satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions required for the position. Process student financial aid applications that include the Board of Governor's Fee Waiver (BOGFW), Federal Student Aid Application (FAFSA), Cal Grants, and federal student loan applications Analyzes and evaluates the financial needs of students using federal and state guidelines for Federal College Work Study, Federal Supplemental Education Opportunity Grant, Pell Grant, Cal Grant, and other financial aid programs Reviews and evaluates required documentation and packages awards in accordance with established guidelines; interprets and applies federal, state and institutional regulations to determine and certify student eligibility Informs and advises students and parents regarding eligibility and responsibilities of financial aid programs; interprets and explains policies, application procedures and availability of funding from various sources Uses and maintains complex computer programs to analyze, process, record, retrieve and verify statistical data; operates computers, computer terminal, peripheral equipment, calculator, copier and other office machines Operates the Electronic Data Exchange (EDE) software to download Institutional Student Information Records (ISIR) Generates, verifies and analyzes computer reports to ensure accuracy and compliance with established requirements; reconciles financial and statistical data Downloads from the SAFE system financial aid records and transmits electronic data corrections to financial aid applications using the federal Title IV WAN software system Identifies and resolves problems related to effective delivery of financial aid; coordinates activities and communication with other campus and District personnel lenders, and state and federal agencies Monitors satisfactory academic progress of financial aid and loan students, and the Ability to Benefit requirements in accordance with appropriate Federal, State and local regulations and guidelines Provides input in the preparation, presentation and dissemination of public information about student financial assistance, including participation in updating of the Financial Aid Handbook Participates in the compilation of data for State and Federal reports, including BFAP and FISAP Participates in the development of annual financial aid budgets for students and the overall financial aid program budget for the Financial Aid Office Maintains student files and other records; provides assistance with special projects; prepares reports as requested Researches national student financial aid history data via the U.S. Department of Education National Student Loan Data System (NSLDS); and uses NSLDS to record financial aid overpayments Prepares and presents a variety of oral and written reports Trains and provides work direction to student workers and other personnel as assigned Disseminates information to students on the loan application process and default management plan and loan policy Conducts financial aid and/or loan workshops on/off campus and provides support to outreach programs with various community organizations and high schools Reconciles Pell Grant Reports; transmits Pell Grant payment information electronically to the U.S Department of Education via the SAFE program Resolves problems related to overpayments and incorrect disbursements Maintains current knowledge of financial aid program changes in governmental regulations and procedures, software and eligibility requirements by attending meetings, workshops and State, regional and District conferences Performs other related duties as required. Minimum Qualifications 1. Bachelor's Degree from an accredited college or university in one of the social sciences, business or related fields and one year of professional experience involving planning, organizing, administering, coordinating or promoting programs or projects in financial aid; or an equivalent combination of training and qualifying experience which demonstrates the ability to perform the duties of the position. 2. Knowledge of current Federal and State financial Aid regulations and guidelines. 3. Demonstrated ability to interpret and apply Federal and State regulations pertaining to the financial aid process and eligibility. 4. Ability to communicate effectively, orally and in writing. 5. Demonstrated knowledge of, and proficiency in, the operation and use of personal computers utilizing word processing, spreadsheet and database management software programs (e.g., MS Office Suite, MS Word, MS Outlook, MS Excel, MS Access and PowerPoint) and the Internet browser, websites and E-mail. 6. Understanding of, sensitivity to and respect for the diverse academic, socioeconomic, cultural, disability and ethnic backgrounds of Peralta Colleges' students, faculty, staff and community. Desirable Qualifications Two (2) years of full-time experience providing financial aid assistance to students, applying appropriate Federal and State regulations and using appropriate financial aid documents. Experience working in a California Community College setting. Experience with processing student loan applications. Ability to work with students with special needs. Ability to demonstrate a student-centered orientation. Ability to handle numerous tasks simultaneously, meet deadlines and time limits. Ability to work independently with minimal direction. Ability to analyze situations accurately and adopt an effective course of action. Ability to read, interpret and apply financial aid policies and regulations. Ability to interpret U.S. Department of Education regulations as set forth in the Student Aid Handbook and Financial Aid Encyclopedia, and implement new guidelines set forth by the U.S. Department of Education. Possess strong organizational skills. Knowledge of Financial Aid SAFE System and Title IV WAN. Environmental Demands Occasional work performed alone Constant work around and with people Other Requirements Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs Occasional lifting and carrying up to 15 lbs. Occasional pushing and pulling up to 20 lbs. Occasional twisting of body Occasional use of manual dexterity Occasional use of tactile acuity Occasional use of visual acuity from a distance, with depth, and for color Frequent work at a rapid pace Frequent reaching, high, low, and level Frequent audio acuity at all ranges, including speech Frequent visual acuity for reading Constant sitting Constant use of clear oral communication Tools & Equipment Used Standard Office Equipment. Application Deadline Date Ongoing Open Date 04/11/2023 First Review Date Special Instructions to Applicants Benefits Information Benefits Information Benefits Information Part-time, temporary, non-academic employees are enrolled in a deferred compensation plan known as APPLE (Accumulation Program for Part-time and Limited-service Employees). Employees must make a 3.75% contribution each pay period, which is matched by a 3.75% contribution by the District. Mission Statement