Finance advisor jobs in San Diego, CA - 231 jobs

At Pacira, innovation meets purpose. Pacira BioSciences, Inc. is a pioneer in non-opioid pain management and regenerative health solutions. Today, we're building on that legacy with next-generation innovations for chronic, postsurgical, and musculoskeletal pain. Our culture is built on collaboration, innovation, and a shared commitment to helping patients recover faster. We are redefining what's possible in pain management-and we can't do it without talented people like you. Why Join Us? At Pacira, every career is more than a job. Our mission drives us, and every day, we challenge ourselves to achieve the extraordinary. Integrity is at the core of who we are. We value diverse perspectives and the collective strength of a unified team. Join the team in making better possible for patients everywhere. Internship Position: Finance Intern Duration: 9 weeks Compensation: $20 per hour, 30 - 35 hours per week Position Summary: We are seeking a talented and motivated intern to join our Finance team. The intern will assist with the ERP data cleanup/preparedness project. Activities include standardization of project nomenclature and user-defined fields, maintenance/correction of fixed asset tagging, location field updates, and other data management/maintenance activities. This is a great opportunity for a college student to gain hands-on experience and contribute to Pacira's success. Key Responsibilities: The intern will work closely with the Finance, Engineering, Facilities, Manufacturing, & R&D functions to identify and correct potential errors or missing information in our fixed asset register. They will have the opportunity to learn about how fixed asset accounting works at a publicly-traded life sciences company and will play an instrumental role in assisting the Site Controller to prepare for a prospective ERP implementation. They will also gain practical experience using Microsoft Excel to analyze business data, working cross-functionally to research, summarize, and present findings to management decision-makers, and have opportunities to tour Pacira's FDA-regulated commercial manufacturing facilities and learn how pharmaceutical products are developed and manufactured. Collaborate with team members to achieve department goals. Attend meetings and provide input on departmental initiatives. Present final project(s) to key stakeholders within department In addition to project work, the intern will have the opportunity to participate in lunch and learn activities, trainings and interactions with senior leadership Qualifications: Currently enrolled in a college or university program as a full-time rising Junior or Senior. Majoring in Finance, Accounting, Financial Accounting, Business Information Systems Experience with Microsoft Excel Maintain a cumulative minimum GPA of 3.0/4.0 Strong communication and interpersonal skills. Ability to work independently and as part of a team. Benefits: Hands-on experience in a corporate environment. Mentorship from experienced professionals. Networking opportunities with industry leaders. Application Deadline: January 30, 2026 Start Date: June 8, 2026 Note: This is a paid internship, and the intern must commit to a full-time schedule for the duration of the program.

Title: Cost Estimating Analyst Company: Technology Solutions Compensation: $80,000 to $95,000 base + discretionary bonus + strong benefits package This role plays a key part in shaping competitive bids and proposals. As a Cost Estimating Analyst, you will build clear, defensible financial models from complex technical inputs. You will work closely with cross functional teams to validate data, assess risks, and present well supported estimates to leadership. This is a collaborative, high visibility position where you will grow from managing smaller work packages to leading full proposal efforts with mentorship and exposure to senior leaders. Responsibilities: Develop, validate, and document cost estimating models aligned to work breakdown structures and project requirements Review and challenge inputs, evaluate assumptions, and ensure estimates reflect accurate scope, timing, and resource needs Translate RFPs, milestones, and risk documentation into financial deliverables including cash flow models, P and L supporting schedules, and review packages Partner with engineering, supply chain, program management, and contracts to gather and confirm cost data Participate in executive reviews and progressively take on presentation responsibilities Support continuous improvement by enhancing templates, tools, and estimating processes Qualifications: Three to five years of experience in cost estimating, pricing, or financial analysis, ideally with government RFP exposure Advanced Excel capability with experience building models from scratch Analytical mindset with a willingness to question data and dig deeper into details Strong communication and presentation skills with the ability to explain assumptions and rationale Bachelor's degree in Finance, Accounting, Engineering, or related field preferred, equivalent experience considered Ability to thrive in deadline driven and fast changing environments Experience with ERP or CRM systems such as NetSuite or Salesforce is a plus, international bid exposure is also beneficial Location: Remote role with occasional domestic travel for training and proposal work. Compensation and Benefits: Base salary range: $80,000 to $95,000, based on experience, location, and qualifications plus discretionary bonus and strong benefits package Comprehensive health benefits, flexible spending accounts, 401(k) with company match, and paid time off

Solvere is seeking a detail-oriented Senior Financial Analyst III to join our team. The Financial Analyst III will perform Lead Analyst functions. The Lead Analyst shall be responsible for the following: Performance of the work and have full authority to act for the contractor on all contract matters relating to daily operation of this contract. Shall be available between the hours of 8:00 a.m. to 4:00 p.m., Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons, as well as basic after hours travel support for bona fide emergency requirements. Qualifications: Bachelor's Degree, No specific discipline Experience: Recent (within the last 5 years) experience as a Financial Manager. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives. Recent Navy shipboard financial management experience including experience as OPTAR Financial Records keeper. Generating Budget OPTAR Report (BOR) and Financial Transmittal (TL) report; and other monthly financial reports IAW CNSP guidance; familiarity with Government-wide Commercial Purchase Card Program (GCPC) Approving Official (AO); GCPC Cardholder regulations and processes. Experience (at least 6 months) utilizing RSUPPLY, One Touch Supply (OTS) and other relevant Supply and Logistics systems and programs documenting familiarity with Military Standard Requisitioning and Issue Procedures (MILSTRIP) and Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP). Experience processing monthly Obligation Validation Report (OVR), formerly referred to as Unfilled Order Listing (UOL), and Difference Listings (DL) designed to emulate the Summary Filled Order/Expenditure Difference Listing (SFOEDL). 2 Years SABRS experience. The Navy considers "recent" experience to be experience acquired within the last 5 years. Clearance: Active Secret Clearance Salary Range: $95,000 - $110,000 Please note: The annualized pay range referenced is a general guideline. Solvere Technical considers factors such as (but not limited to) the following when determining base pay: scope and responsibilities of the position, candidate's related work experience, education/training/certifications, key skills, internal peer equity/external market competitiveness, as well as other business considerations. BENEFITS Solvere offers a comprehensive and generous benefits package. The Solvere benefits package includes medical, dental, and vision insurance for the employee and/or families. Solvere also includes basic life insurance plus short- and long-term disability for the employee. Employees may elect to enroll in our company's 401k plan. Employees will also accrue paid time off and holidays. Additional voluntary options include supplemental insurance plans. About the Company Visit: ************************ Solvere Technical Group is committed to non-discrimination and equal employment opportunity. All qualified applicants will receive consideration for employment without discrimination based on disability, protected veteran status or any other characteristics protected by law.

Job Description Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor, you'll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential-while making a real difference as you guide individuals through every phase of their financial lives. True Path Financial is a diversified financial services organization that offers access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Compensation Package: Commission pay Ability to Commute: Riverside, CA Ability to Relocate: Riverside, CA: Relocate before starting work Work Location: Hybrid remote in Riverside, CA Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: Bachelor's Degree or equivalent in work experience. Excellent communication and relationship-building skills. Integrity and Strong Work Ethic. Business-Minded Spirit. Confidence and Resilience. Competitive Advantages: Extensive professional development, training, and mentoring programs. Industry leader with excellent financial strength and impeccable integrity. Innovative market development tools. State-of-the-art financial analysis software. Flexibility to balance career and personal needs. Excellent compensation and benefits. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Job Description Step Into Leadership - Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we're building something different - an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We're not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that's truly yours. What You'll Gain: A leadership track designed for professionals ready to grow a team or scale a firm Access to competitive products and advanced planning tools Mentorship from seasoned industry leaders and a high-performance peer network Marketing and training allowances, back-office support, and business-building resources Flexible, remote-first structure - you're in control of your time and growth Performance-based compensation, residuals, and incentive bonuses Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health) You're a fit if you: Have experience in financial services, insurance, or investment advising Possess a strong personal/professional network Are hungry for autonomy, ownership, and long-term growth Want to lead, mentor, and make an impact beyond personal production Are authorized to work in the U.S. If you've been looking for a place to grow, lead, and build your business, not just someone else's - this may be the opportunity you've been waiting for. Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings. Compensation: $250,000 at plan earnings Responsibilities: Follow a leadership advancement track with career growth opportunities. Develop client relationships and provide tailored financial strategies. Leverage company-provided marketing tools and industry resources. Offer solutions in insurance, asset accumulation, and retirement planning. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Excellent communication and relationship-building abilities. Highly motivated with a strong work ethic. Minimum 2+ years of experience in financial services, investment advising, or insurance Active licenses preferred: Life & Health Insurance License FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain - sponsorship available) Demonstrated success in: Client acquisition and retention Financial planning or investment strategy development Building and maintaining a book of business Strong personal/professional network with business development capability Entrepreneurial mindset with a drive to build and lead a team or practice High-level communication, interpersonal, and consultative skills Self-motivated, disciplined, and goal-oriented Tech-savvy - comfortable using virtual meeting tools, CRM platforms, and planning software Committed to high ethical standards and client-first principles Must be authorized to work in the U.S. About Company At Falcon PG, we believe in the power of entrepreneurship-driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges. We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We're looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we'd love to connect. Let's build something extraordinary-together!

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Skills Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required) Closing Date 27 February 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals. Key Responsibilities: Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention. Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment. Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives. Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning. Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources. Why Join Us? Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion. Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs. Professional Growth: Gain expertise in student financial services and financial literacy education. Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success. Position Information This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position. This position is designated as exempt under FLSA and is not eligible for overtime compensation. Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs. The individual hired into this role will work on campus at SDSU in San Diego. Department Summary Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: Generous Time Off: 15 paid holidays, vacation, and sick leave. Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. Health Coverage: Medical, dental, and vision options at low or no cost. Education Support: CSU tuition fee waiver for employees and eligible dependents. Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at lpeeples@sdsu.edu.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Flexibility and Control. And a business partner who gives you the freedom to have both. You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms and tools Let's partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you Compensation & Benefits: High commission payouts on protection and investment products. Additional performance-based income structure to support first three years for inexperienced advisors. Transition packages for experienced advisors. Renewal commissions and recurring fee income. Bonus programs and expense allowances. Robust retirement package with up to 10% company contributions. Competitive and comprehensive medical, vision, and dental plans with subsidized premiums. Life Insurance and Disability Income Insurance. Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. Professional designation reimbursement programs. Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best. #LI-GF1

is to lead client relationships. Essential Functions: Wealth Advising Conduct client meetings, including ongoing strategy meetings and new client onboarding Oversee Financial Plan development, updates and presentation Conduct Investment Advisory discussions with clients Hold client discussions focused on personal and family objectives and vision Serve as primary advisory contact for client correspondence. Coordinate research, meeting preps & follow-up, and plan development with Advisory team Lead planning projects for clients relating to tax, estate, insurance, and employee benefits Support the Advisory team, including some management responsibilities Stay updated and educated on relevant technology resources Investment portfolio construction Basic investment trading Corporate Responsibilities Marketing Community Development Networking Contributing to educational content New Business Development Practice Management Adhere to operational processes/procedures Document notes and tasks within operational procedure Cross train staff as needed Client servicing and communication (where advisor is required) Support and adhere to compliance practices Assist with corporate projects Work toward corporate goals and metrics Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give Qualifications: Education/Certifications Bachelor's degree Certified Financial Planner™ (CFP ) designation Certified Kingdom Advisor designation (attained or willing to attain) Kingdom Advisors study group participation Future professional development, including continuing education and/or designations Experience 5+ years as Financial Planner/Investment Advisor or relevant experience Knowledge, Skills, and Abilities Ability to handle confidential and sensitive information Ability to work in a team environment with a client-centric focus Strong organizational and project management skills with ability to multi-task Ability to establish appropriate timelines and manage multiple deadlines Well-developed professional, interpersonal and communication skills Able to work with minimal supervision Knowledge and proficiency of PC applications, including MS Office Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab

Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, "one stop" shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications * Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. * Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. * Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. * Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. * Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. * Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. * Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. * Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. * Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. * Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. * CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: * Generous Time Off: 15 paid holidays, vacation, and sick leave. * Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. * Health Coverage: Medical, dental, and vision options at low or no cost. * Education Support: CSU tuition fee waiver for employees and eligible dependents. * Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. * Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************. Advertised: Oct 17 2025 Pacific Daylight Time Applications close:

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California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $21.0000 - $25.9562 Personal Financial Rep ll: $22.6756 - $28.3445 Personal Financial Rep lll: $25.2199 - $31.5249

San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals. Key Responsibilities: Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention. Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment. Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives. Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning. Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources. Why Join Us? Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion. Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs. Professional Growth: Gain expertise in student financial services and financial literacy education. Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success. Position Information This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position. This position is designated as exempt under FLSA and is not eligible for overtime compensation. Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs. The individual hired into this role will work on campus at SDSU in San Diego. Department Summary Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: Generous Time Off: 15 paid holidays, vacation, and sick leave. Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. Health Coverage: Medical, dental, and vision options at low or no cost. Education Support: CSU tuition fee waiver for employees and eligible dependents. Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************.

Job Description Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-Office

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $21.0000 - $25.9562 Personal Financial Rep ll: $22.6756 - $28.3445 Personal Financial Rep lll: $25.2199 - $31.5249

Solvere Technical Group is seeking a detail-oriented Financial Analyst I to join our team. Experience: Recent experience (within the last 5 years) in the use of various supply and financial systems such as N-ERP, SABRS, STARS-FL, Continuous Monitoring Program (CMP), Relational Supply (RSupply), and Command Financial Management System (CFMS). Recent experience with the various websites and tools such as Wide Area Workflow (WAWF), Federal Logistics (FEDLOG) Library, One Touch System (OTS) ,Web Visual Logistics Information Processing System (WebVLIPS) and Electronic Document Access (EDA) in order to accomplish the research and validation of obligations and disbursements. Clearance: Active Secret Clearance Salary Range: $75,000 - $85,000 Please note: The annualized pay range referenced is a general guideline. Solvere Technical considers factors such as (but not limited to) the following when determining base pay: scope and responsibilities of the position, candidate's related work experience, education/training/certifications, key skills, internal peer equity/external market competitiveness, as well as other business considerations. BENEFITS Solvere offers a comprehensive and generous benefits package. The Solvere benefits package includes medical, dental, and vision insurance for the employee and/or families. Solvere also includes basic life insurance plus short- and long-term disability for the employee. Employees may elect to enroll in our company's 401k plan. Employees will also accrue paid time off and holidays. Additional voluntary options include supplemental insurance plans. About the Company Visit: ************************ Solvere Technical Group is committed to non-discrimination and equal employment opportunity. All qualified applicants will receive consideration for employment without discrimination based on disability, protected veteran status or any other characteristics protected by law.

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. * Responsible for the procurement of new business * Expand sales of products and services with existing customers * Work mainly on own leads Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 January 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Flexibility and Control. And a business partner who gives you the freedom to have both. You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms and tools Let's partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you Compensation & Benefits: High commission payouts on protection and investment products. Additional performance-based income structure to support first three years for inexperienced advisors. Transition packages for experienced advisors. Renewal commissions and recurring fee income. Bonus programs and expense allowances. Robust retirement package with up to 10% company contributions. Competitive and comprehensive medical, vision, and dental plans with subsidized premiums. Life Insurance and Disability Income Insurance. Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. Professional designation reimbursement programs. Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best. #LI-GF1