Finance advisor jobs in Rancho Cordova, CA - 272 jobs

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.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 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

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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

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.

**_What Financial Planning & Analysis 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. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **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:** 1/21/2026 *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. _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 (***************************************************************************************************************************

Reports to: Director of Investments Salary: $100k to $110k depending on experience Travel: Approximately 10-20%; tailored to project responsibilities Priority Application Deadline: January 23rd, 2026 Preferred Start Date: March 15th, 2026 Employment Status: Full-time About Blue Forest Blue Forest is a conservation finance non-profit founded in 2015 that is focused on advancing ecosystem restoration through scientific research, financial innovation, and collaborative partnerships. Since 2018, Blue Forest has managed investor capital through its flagship financial product, the Forest Resilience Bond (FRB), which deploys private capital to finance forest restoration projects to reduce the risk of catastrophic wildfires. More recently, Blue Forest established Blue Forest Asset Management (BFAM), an investment management platform connecting investors to compelling, mission-aligned private equity and private credit investment opportunities. BFAM's first investment fund, the California Wildfire Innovation Fund, invests in emerging opportunities across the forest restoration and wildfire mitigation sectors. Building on the success of its first fund, Blue Forest now seeks to expand this impact investing model to support forest stewardship value chains more broadly. Blue Forest is made up of an interdisciplinary team of scientists, engineers, foresters, finance, and communications professionals committed to the mission: “To accelerate ecological restoration through conservation finance, enabling climate resilience for ecosystems and communities.” Employees at Blue Forest are: Committed to Continuous Learning Driven by Collaboration Thoughtful Innovators for Impact Grounded in Science Passionate about Restoring Earth's Ecosystems Position Summary We are seeking a dynamic Investment Associate to join our Blue Forest Asset Management team. The Investment Associate will support investment transactions, portfolio management, and new fund development. This role requires relentless attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include market research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. The primary goals of this position at Blue Forest include: (1) evaluating investment opportunities for BFAM, and (2) contributing to the growth of BFAM as a leading specialist investment platform. Job requirements Responsibilities & Duties Investment Due Diligence and Financial Modeling (50%) Perform detailed financial analysis of investment opportunities, including building and populating accurate and dynamic financial models in Microsoft Excel Screen potential investments and write concise analytical memos and present findings to internal audiences, primarily the Investment Committee Plan and lead investment due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly Coordinate Blue Forest's impact strategy for its investments, including impact quantification efforts Ongoing Investment Management (20%) Coordinate ongoing payment flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant) Monitor covenants and other operational elements of deals Build and maintain financial models as inputs into the Blue Forest portfolio management function Contribute to investor reports and other Blue Forest collateral Investment Product Development (20%) Explore new private markets investment products and opportunities via market research, landscape analysis, and stakeholder engagement Conduct fund financial modeling, prepare materials such as pitch decks and data rooms, and support investor relations for new fund development and capital raising processes Financial Systems and Processes (10%) Continuously improve BFAM Investment team policies, procedures, and playbooks Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management Create and maintain systems, trackers, and processes for the Investment team Desired Skills and Qualifications: Blue Forest will prioritize the following qualifications in the hiring process; however, we only expect candidates to fulfill some criteria and encourage all interested candidates to apply. Minimum 2 years in investments and/or financial analysis experience, with experience in some or all of the following areas required: Private equity, private credit, venture capital, structured finance, or project finance; Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors. Robust financial modeling and Excel skills are a must! Preference for experience with both investment and fund modeling Clear written and verbal communication; ability to translate complex analysis and financial information into concise memos and presentations Experience with investment transactions, including sourcing, due diligence, modeling, and closing Willingness and ability to travel throughout the Western US, including in rural and hard-to-reach areas Exposure to fixed-income investments and/or forestry and climate finance is a plus Demonstrated interest in and commitment to environmental conservation and climate resilience Benefits 100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents Access to a 401(k) retirement plan with a 5% employer match 4 weeks paid vacation and 17 paid holidays; paid sick time and volunteer time 3 months of paid family leave Employer-paid life and long-term disability insurance Access to Dependent Care FSA and Health FSA Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.) Monthly Home Office stipend or co-working space provided Dependent care costs are subsidized for business travel Additional stipends for health & wellness, home internet, and cell service Financial support for professional development Additional Information Blue Forest is a fully remote company with staff located across all four continental U.S. time zones. This job is remote; however, due to required travel around the Western United States, there is a preference for a candidate based in the Western US. Blue Forest also hosts an in-person team retreat each year. HOW TO APPLY To apply to this position, please submit a resume and cover letter for your application through Recruitee. People from historically underrepresented populations and candidates with non-traditional career paths are especially encouraged to apply. If participating in the interview process would require you to incur additional expenses to participate, such as childcare, please let us know, and we are happy to reimburse for reasonable expenses incurred up to $30/hour for twice the length of each interview in which you participate. There will be space to request this reimbursement upon offer of an interview. All done! Your application has been successfully submitted! Other jobs

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. * Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement * Conducts local seminars and member engagement events to grow book of business * Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity * Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products * Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations * Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings * Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures * Establish, maintain, and develop business relationships with members and internal/external sources * Execute customer and broker purchase/sales orders of securities for current/new clients * Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business * Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment * Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions * Monitor, track and report performance of individual sales plans and assigned strategies for leadership * Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies * Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits * Perform other duties as assigned or appropriate * Proven ability to prospect and grow and established book of business * Ability to generate GDC based on defined thresholds within a specified period of time * FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) * Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions * Effective interpersonal, verbal, and written communications skills * Effective planning, organizational, time management and problem-solving skills * Effective skill building relationships through rapport, trust, diplomacy, and tack * Effective skill exercising initiative and using good judgment to make sound decisions * Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely * Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes * Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm * Experience in business development to include market strategy, product demonstration and promoting products and services * Experience consulting with customers to assess their financial status and identify investment needs * Effective knowledge of investment and insurance products * Effective knowledge, to interpret industry related laws and government regulations * Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software * Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications * Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience * Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures * Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid Location: 2040 Harbison Drive Ste E, Vacaville, California 95687 Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.

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 and FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Vacaville - 633 ELMIRA RD - REGENCY CENTER (CA3209) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.

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

Job Description Commercial Lines Client Advisor - Roseville, VA (ON-SITE) About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************ #hc212821

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Roseville, CA office. We are seeking a student who can start in May 2026. The Impact You'll Make: Support various projects from Financial Advisors (i.e. review reports and conduct research) Prepare for client meetings and presentations Assist with financial planning and market research Handle admin tasks, calls and basic client questions Contribute to branch marketing initiatives Process paperwork and documents Perform other duties and project support as needed What You'll Bring to Baird: Pursuing a bachelor's degree in finance, business or related degree preferred Anticipated graduation date of December 2026 or later Interest in financial services and developing a career in private wealth management Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Prior experience in an office setting is preferred Compensation and Benefits: $18.00 hourly rate Paid holidays About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

About the RoleThe COS Spread Analyst is part of the BR Finance team, responsible for all non-merch product costs and distribution center operating expenses for BR Specialty and Factory stores in North America. Aside from working closely with the BR FP&A team, primary business partners are Global Production (GP), Global Merchandising, GIS Hub Finance, and Corporate Shared Services Center (CSSC) Finance.What You'll Do Manage monthly forecast and annual budget for COS Spread consisting of multiple P&L line items Partner closely with various to understand forecast variances and R&O; help to identify trends and opportunities Proactively strengthen current processes through tool functionality and other process optimization Own line-items for Other Cost of Sales line items partnering cross-functionally on forecast and close including: Managing monthly fabric liability and samples review with GP, working with Inventory Control on shrink and below-cost inventory, working with Logistics to understand inbound and outbound freight Maintaining effective relationships with a variety of business partners within GP and Merchandising, GIS Hubs, and CSSC Provide ad hoc analytics and special projects based on business results and cost variances Establish a track record of clear communication up, down and across the organization Who You Are Bachelor's degree in Finance, Accounting or related field 3-4+ years of work experience, preferably in financial analysis or related equivalent, retail industry experience a plus Strong analytical and problem-solving skills Demonstrated initiative and ability to work independently Strong sense of accountability and ownership; proven record of delivering to high standards of accuracy Team player with a positive attitude - must be flexible, open to cross-training and leaning in as needed across the team Expert in Excel functionality and modeling skills, knowledge of Essbase/Hyperion and Anaplan preferred

The Financial Analyst will support the Program Management Office in financial oversight and strategic planning, adhering to company policies and contract standards. This position involves effective collaboration between program finance and the program office, providing ongoing support that includes monitoring project financial status and addressing any financial issues. Responsibilities Analyze and validate project costs; assess project performance and identify financial risks. Conduct monthly and quarterly program forecast assessments. Perform budget variance analysis, including Estimate To Complete (ETC), Estimate At Complete (EAC), and baseline budget evaluation. Prepare and maintain sales forecasts. Assist in the reconciliation of contracts for revenue recognition, funding, completion percentages, customer billings, and Contract Data Requirements Lists (CDRLs). Develop presentations and lead Program Financial Review meetings with senior management. Participate in project cost review discussions. Support financial audits as necessary. Prepare ad hoc reports and analysis as required. Ensure daily availability, including evenings and weekends when needed to achieve goals and deadlines. Skills An individual should demonstrate the following competencies to perform this job successfully: Analytical Skills: Gathers and researches data; complements data with intuition and experience. Problem Solving: Identifies and resolves issues effectively; gathers and assesses information skillfully; collaborates well in group problem-solving situations. Technical Skills: Actively seeks training and development opportunities; focused on continuously enhancing knowledge and skills. Oral Communication: Communicates in a clear and persuasive manner; actively listens and seeks clarification; effectively participates in or leads meetings. Written Communication: Writes with clarity and depth; edits for spelling and grammar; adapts writing style to suit diverse needs; effectively presents numerical data; proficient in reading and interpreting written content. Teamwork: Encourages and accepts feedback; actively supports the success of team members. Initiative: Seeks additional responsibilities; proactively asks for and offers help when necessary. Innovation: Proposes suggestions for enhancing workflows. Qualifications To perform this job successfully, an individual must be able to meet each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities to perform essential functions. Experience Able to obtain a U.S. Government Clearance Bachelors degree in Accounting or Finance from an accredited four-year institution. Intermediate proficiency in Microsoft Excel, PowerPoint, and Word. Experience with Power BI is a plus. Ability to excel in a dynamic, changing environment. Strong communication skills, both verbal and written, with all levels of management. Proficient in solving problems using complex datasets. Skilled in managing multiple projects with strict deadlines. Demonstrates discretion and judgment for assignments of limited scope. Proven experience working autonomously and taking initiative. Experience collaborating within a team environment across various management levels. Strong critical thinking and analytical skills with keen attention to detail and effective time management. Salary Range $90,000-$123,000 We are an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit-based factors as prohibited by federal, state, or local laws.

About Us Sacramento Ultrasound Institute (SUI) is a private, post-secondary, accredited career college committed to preparing students for success in allied health professions. We provide hands-on learning, personalized support, and a student-first approach that empowers our graduates to thrive in their chosen fields. We're looking for a Financial Aid Advisor to join our dedicated team and help students navigate the financial aid process with care, accuracy, and integrity. Position Summary The Financial Aid Advisor plays a key role in helping students understand their educational funding options. This position supports applicants and current students throughout the financial aid process, from application and eligibility determination to award management and compliance monitoring. The ideal candidate is organized, detail-oriented, and passionate about helping students achieve their educational goals. Key Responsibilities Guide students and families through the financial aid process, including FAFSA completion, verification, loan counseling, and funding options. Review and process financial aid applications in accordance with federal, state, and institutional regulations. Accurately determine student eligibility and create award packages that align with program structure and compliance requirements. Maintain up-to-date and compliant student financial aid records in the student information system (Orbund). Counsel students regarding aid adjustments, repayment responsibilities, and satisfactory academic progress. Collaborate with Admissions, Registrar, and Student Accounts to ensure smooth student onboarding and funding disbursement. Monitor student eligibility and enrollment changes that affect aid awards, communicating any updates to students promptly. Support the Financial Aid Director with audits, and ongoing process improvements. Qualifications Associate's or Bachelor's degree preferred; equivalent experience considered. At least 1-2 years of financial aid experience in higher education, preferably in a private career school setting. Working knowledge of Title IV regulations, NSLDS, COD, and FAFSA processing. Proficiency with Microsoft Office and student information systems (experience with Orbund a plus). Excellent communication, organization, and customer service skills. Ability to maintain confidentiality and uphold federal compliance standards. Core Competencies Student Success Focus: Empowers students to understand their financial options and make informed decisions. Compliance & Accuracy: Ensures 100% accuracy in awarding and reporting through diligent review and documentation. Team Collaboration: Works cross-departmentally to improve efficiency and enhance the student experience. Continuous Improvement: Identifies opportunities to streamline financial aid processes and supports Financial Aid Department goals tied to efficiency and compliance.

Asher College is now hiring a Financial Aid Representative at our growing campus in Sacramento. If you have financial aid experience and a strong desire to help students make education a reality, this may be the career move for you. Essential Accountabilities Assists prospective or current students with the financial aid applications (FAFSA). Prepare an award letter based on the EFC received from the Department of Education. Conduct loan entrance and loan exit counseling. Communicate with Admissions Advisors throughout enrollment process regarding financial aid application status. Participate in the verification process for Free Application for Federal Student Aid (FAFSA) applications submitted to the Department of Education. Monitor (FAFSA) application process and follow-up with student with any inconsistencies. Prepare and transmit requests for disbursements to student tuition accounts. Monitor students for qualification for disbursements. Service and administrate financial aid and other funding sources for the campus. Use sound judgment when communicating with prospective students and applying appropriate policies and procedures. If you have interest in this position, please send your resume and a targeted cover letter in a reply to this advertisement. Job Requirements: *Federal Financial Aid and Title 4 experience required. Salary negotiable based on experience. Minimum of two years Financial Aid experience in postsecondary education VA/SCO experience preferred. Passion to help others succeed. Strong work ethic. Organizational skills and the ability to multitask in a busy environment. Ability to communicate effectively and confidently to individuals and groups. Commitment to success of students and college. A positive solution-oriented mindset, willing to pitch in when necessary to help the team. Knowledge of Microsoft Office.

Hybrid Telework Opportunity Employees in this classification, within the Department of Health Care Access and Information, shall receive a pay differential equivalent to 5% of their monthly base pay. Why Join HCAI? At HCAI, you'll be part of a team that makes a difference. We support California's health infrastructure by ensuring access to care through strategic financing and policy innovation. This is your opportunity to apply your financial expertise in a role that combines public service, community impact, and professional growth. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: * Experience in commercial credit analysis and loan underwriting. * Experience in credit risk management and accounting. * Experience in business financial statement analysis. * Knowledge in commercial real estate lending policies and procedures. * Knowledge of healthcare industry. * Experience with writing reports, communicating with customers, or building relationships with clients. * Excellent written, oral, and interpersonal communications skills. * Experience with Microsoft, Excel, and Word. * Ability to learn quickly, pay close attention to detail, work independently and be task oriented. * Ability to travel occasionally for business meetings and trainings. * Ability to present to small groups. As the Associate Health Facility Construction Financing Analyst you will perform the various phases of work involved in the review and analysis of applications for various Health Facility Financing programs for the acquisition, renovation, or construction of health facilities, including determining the need, financial feasibility, community benefit, and the potential risks of the issuance of loan insurance. The incumbent analyzes, reviews, and negotiates financial reports, construction plans, and legal documents, and participates in the loan closing; monitors construction progress, borrower financial performance, loan payments, and compliance with loan documents of insured projects; and develops appropriate courses of action in cases of financial default. Key Responsibilities * Independently manage a portfolio of more healthcare facility projects. * Analyze and underwrite health financing applications, which often include financial feasibility, market studies and appraisals, to make recommendations on project viability, community benefit, and potential risk. * Conduct financial statement analysis, review legal documents, assess construction plans, and negotiate terms with stakeholders. * Participate in loan closings and coordinate with legal, financial, and construction experts to ensure proper execution. * Monitor borrower financial performance, construction milestones, and compliance with loan terms. * Develop strategies and recommend corrective actions for projects at risk of financial default. * Present findings and recommendations to leadership and external stakeholders in both written and verbal formats. Take a 2-minute survey to tell us why you applied for HCAI! - ************************************* You will find additional information about the job in the Duty Statement. Working Conditions HCAI offers a hybrid telework schedule with a combination of remote and in-office work schedules for CA residents only. The telework policy is subject to change, and additional in-office days may be required and/or minimal notification may be given to report to the worksite if an urgent need arises. Telework schedules: The expectation is that all staff will work in office 4 days a week July 1, 2026. HCAI does not provide visa sponsorship and is not an E-Verify employer. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST * HEALTH FACILITY CONSTRUCTION FINANCING ANALYST Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-502621 Position #(s): ************-XXX Working Title: Account Manager Classification: ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST $6,031.00 - $7,547.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. Shall Consider: HEALTH FACILITY CONSTRUCTION FINANCING ANALYST $3,861.00 - $4,839.00 A $4,181.00 - $5,233.00 B $5,014.00 - $6,276.00 C # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information California's Department of Health Care Access and Information ensures healthcare access is provided to Californians where it is needed most. With offices in Sacramento and Los Angeles, we strengthen the state's healthcare system through facility construction, expanding the health workforce, and providing health information. Our diverse team upholds the values of professionalism, innovation, equity, and service. We can provide you with the tools to start, build, or transition your career while making an impact for all Californians. Are you a finance professional interested in joining a public sector team that has insured over 600 healthcare projects valued at over $8.7 billion since 1971? Then maybe the Cal-Mortgage Loan Insurance Program is the right fit for you! Cal-Mortgage provides loan guarantees for nonprofit healthcare facilities. Typical loans range in size from $5 million to $200 million and proceeds are used to finance the full spectrum of healthcare development needs. Begin building with us today! HCAI demonstrates a commitment to building an inclusive work environment that promotes diversity, where employees are appreciated, and comfortable as their authentic selves. We value our employees' skills, experience, and unique perspectives because they enrich our workforce and make us stronger. We embrace and support a culture providing equitable opportunities which empowers health care access and information serving diverse CA populations. To learn more about HCAI, visit: ******************* Special Requirements Candidates must meet the Minimum Requirements for both the Associate Management Auditor and Health Facility Construction Financing Specialist classifications. However, only the Associate Management Auditor examination is available, which can be found below. You will find the Minimum Requirements in the Class Specification. * ASSOCIATE MANAGEMENT AUDITOR * HEALTH FACILITY CONSTRUCTION FINANCING SPECIALIST Associate Management Auditor Exam: Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. There is also a Limited Examination & Appointment Program (LEAP) exam available for this classification. Information on the LEAP certification process is available on the Department of Rehabilitation LEAP Certification website. This position is subject to the Form 700 Statement of Economic Interests filing requirements, which requires disclosure of certain personal economic interests as determined by the Conflict of Interest Code of the Department of Health Care Access and Information. Pursuant to Government Code section 81008, Form 700 Statement of Economic Interests is public record and will be made available for public inspection. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 1/6/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Health Care Access and Information N/A Attn: Human Resources: Classification and Pay Unit 2020 West El Camino Avenue, Suite 1016 Sacramento, CA 95833 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Health Care Access and Information N/A Human Resources: Classification and Pay Unit 2020 West El Camino Avenue, Suite 1016 Sacramento, CA 95833 Drop off at 8th Floor Receptionist, Attn: Human Resources 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. * Resume is optional. It may be included, but is not required. * Statement of Qualifications - A Statement of Qualifications (SOQ) is required. The SOQ is a narrative no longer than two pages in length (Arial 11-point font) describing your education and experience as it pertains to the duties and desirable qualifications listed. Resumes do not take the place of the SOQ. Applications received without a clearly titled SOQ may not be considered for this position. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Benefits In addition to competitive public employee wages and a comprehensive benefits package, our employees enjoy meaningful and interesting work that supports access to healthcare. To learn more about benefits for State employees, visit the Salary and Benefits page on the CalHR website. HCAI is housed in a state-of-the-art building outside of downtown off Interstate-5. Enjoy a great work environment with many amenities, including FREE PARKING (2020 West El Camino Avenue, Sacramento, CA 95833) and fully equipped pay-per-charge electric vehicle charging stations. HCAI is close to many dining and shopping choices. University of California (UC) and California State University (CSU) employees may qualify to transfer their current and previous employment credit to State of California employment through CalPERS. Human Resources can help with this process upon employment or you can reach out to CalPERS for inquiries at **************. Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Joselyn Sandoval ************** ************************* Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Office ************** *************** California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Additional Application Requirements You must include: 1) the classification title you are applying for, 2) "JC-#502621", and 3) your source of eligibility (i.e. List Eligibility, Lateral Transfer, Reinstatement, SROA/Surplus) in the "Examination(s) or Job Title(s) for which you applying" section of your application. Applications received without this information may be disqualified. Applications received via email or fax will not be accepted. Examination Associate Health Facility Construction Financing Analyst Exam Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. Health Facility Construction Financing Analyst Exam Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.