Finance advisor jobs in Tracy, CA

Job Title: SAP FICO Techno-Functional Consultant Clearance Requirement: U.S. Citizen or Green Card Holder Employment Type: Contract Job SummaryLooking for Strong S/4 Hana FI resource with implementation exp. who must have worked with any Tier 1 companies (like Deloitte, Accenture, EnY etc),ready to work from PayPal SanJose office. Job details : • Minimum 8+ years of work experience in SAP FICO, including enhancement and support projects • Exposure to S/4HANA Simple finance and Migration process • Experience in implementation minimum of 2 projects • Profound understanding of Digital transformation and its impact on SAP • Exposure in New General ledger, Payables, receivables, Asset accounting, controlling and Integration with other modules • Extensive knowledge in Financial accounting and closing operations • Experience with working in custom developments and interfaces. • Strong knowledge in Business processes and best practices

**Please only apply if you are currently a Bay Area resident** Title: SAP Controlling (CO) Consultant Job Type: Contract - W2 Contract Length: 6+ Months About the Opportunity: Our client, a leader in the Autonomous Technology industry, is looking for a skilled SAP Controlling (CO) Consultant to join their team for a 6+ month engagement. This project involves designing, configuring, and implementing SAP CO solutions (focusing on Product Costing and CO-PA) to optimize controlling processes within a rapidly scaling manufacturing and automotive environment. This is a high-impact role that requires a self-motivated professional who can hit the ground running and deliver results quickly. Key Responsibilities & Deliverables: This role is focused on the successful completion of specific tasks and deliverables. Your responsibilities will include: Design and Implement CO: Lead the design, configuration, and implementation of core SAP CO modules, including Product Costing (Standard & Actual), Material Ledger, and Profitability Analysis (CO-PA). Integration & Process Optimization: Ensure seamless integration across SAP modules (FI, MM, SD, PP) and drive process optimization in areas like costing runs and variance analysis for automotive operations. Stakeholder Collaboration: Collaborate with finance, manufacturing, and supply chain teams to gather requirements, analyze processes, and deliver tailored SAP CO solutions. Functional Specifications: Conduct workshops, prepare functional specifications, and guide ABAP/technical teams during the development life cycle. Testing and Support: Perform system testing, support UAT, and act as a Subject Matter Expert (SME) for CO in post-go-live stabilization and new S/4HANA innovations. Required Skills & Experience: We are looking for someone with a proven track record of successful contract engagements. The ideal candidate will have: 7+ years of SAP CO functional experience with strong manufacturing domain knowledge. Deep expertise in Product Costing, Material Ledger, and CO-PA in manufacturing/automotive industries, along with a solid knowledge of S/4HANA Finance/CO. This isn't a learning role-you need to be a subject matter expert. Demonstrated ability to work autonomously and manage your own time effectively to meet project goals. Experience with at least 2 full-cycle SAP implementations, strong FI integration knowledge, and exposure to automotive costing models. Strong communication skills to provide clear and concise status updates to the project team, coupled with excellent problem-solving and stakeholder management skills.

Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR

About Arta At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology-relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives-and we believe we can have fun doing it. If you've ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you. The Role We are looking for a client-centred Investment Advisor to join our growing advisory team. You'll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance. You will partner closely with other product experts to design the right portfolio for members. What You Will Do Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation. Develop tailored financial plans and multi-asset portfolio construction strategies (including equities, fixed income, alternatives, structured products) aligned with client objectives Manage clients' portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals. Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content. Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations. Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience. Product Knowledge and Training: Have a deep understanding of Arta's offering and tools, while staying up to date on our training Who You Are Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration - such as Series 65, Series 7 + Series 66, or an approved designation like CFP , CFA , or ChFC . Able to register as an IAR within the first 3 months of employment if not already registered. Have no disqualifying criminal, regulatory, or securities-related history. Minimum 5 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations. Knowledge of life insurance and annuities a strong plus. Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable client recommendations. Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity.Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies. Ability to create strong relationships and trust through an online remote environment What We Offer A competitive salary and benefits package, with ample opportunities for growth and advancement A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance Robust health insurance offering for you and your family High deductible health plan available with health savings account contribution 20 weeks of parental leave 15 days PTO annually Arta's Compensation Philosophy We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation. IC I: $110,000-$180,000 IC II: $160,000-$230,000 IC III: $180,000-$300,000

Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area. Position Description Reports to: Alex Katz, President Benefits: Yes Status: Full Time/Exempt Date: Immediate Work environment: Hybrid (50%/month) Job Summary Senior Financial Advisors (SFAs) are the primary managers of the client relationship. SFAs are responsible for managing existing client relationships, and formulating and implementing advice, but may also rely on Portfolio Managers, Partners, and peer advisors to develop recommendations. SFAs are expected to partner with the business development team and develop new client and COI relationships. SFAs also lead Associate Financial Advisors in client service delivery. Duties and Responsibilities Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm's Business Development team Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions Serve as a primary liaison between client and Portfolio Management team Obtain and review clients' investment goals, time horizons and tolerance for market volatility With the support of Financial Advisors and Associate Financial Advisors, finalize financial plans designed to help clients achieve their goals, hold client meetings, and execute follow-up items Mentor teammates, help establish priorities and ensure the quality of others' work Qualifications Excellent communication, presentation, organizational, computer, and interpersonal skills Proven ability to cultivate strong relationships with HNW clients, prospects, and business partners A minimum of 5-7 years within the financial services industry with relationship management and business development experience Bachelor's degree CFP is required CFA, CPA, EA, MSA, JD a plus Knowledgeable in the areas of: Equity compensation - ISO, NQSO, ESPP, RSU, 10b(5)1, 83(b) Exchange Funds/options strategies for concentrated stock positions Employee benefits of Bay Area Firms Taxation Real estate transactions Estate Planning Insurance Highly proficient in MS Office; experience with eMoney, and Tamarac/AdvisorView/other CRM a plus Proactive contributing team player able to work in a fast-paced environment Must have mode of transportation for travel (prospect/client meetings) Salary and Benefits The expected base salary for this position will range from $150-225K plus eligibility for profit share and additional incentive compensation based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience. Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs) Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account, and 401K plan More details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc.): **************************** Summitry, LLC is an Equal Opportunity Employer

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're experienced in selling or leasing commercial real estate and have an active BRE license In the CRE industry, minimally 3-5 years with deal history reflecting multiple transactions We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will allow a seamless transition a successful, busy senior broker with track record into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: collaborating with others elevates everyone. We believe that scarcity mentality and sales makes for unfavorable careers. Platform: We've implemented world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support Advisors at NAI. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing listings, and in helping to close deals quickly and in the best interest of the client. NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space. NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture. As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae. BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We're seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform's subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Concord, CA. Responsibilities: * Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth. * Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings. * Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events. * Gain insights into advisors' businesses, clients, and challenges to recommend tailored solutions that address their specific needs. * Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space. * Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Knowledge, Skills, Abilities: * Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals. * Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. * Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients. * Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Education & Experience: * 5+ years of experience in field preferred * CFA or CAIA Certification Preferred (or currently enrolled). * Series 65? Active License * Bachelors Degree in Finance, Economics or similar and/or equivalent job experience * undefined Compensation: The Base Salary range for this position is between $175,000-$200,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned. We live to serve and guide successful people to financial wellbeing, and we are looking for Financial Advisors who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. The role is based in our Redwood City, CA office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit? You are passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you-it's all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years. Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership. We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Compensation Range: $90,000 to $107,000 Qualified candidates should apply at ****************************************

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Financial AdvisorSonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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.

Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. Key Responsibilities: Advise clients on budgeting, debt management, investment strategies, and retirement planning Create personalized financial plans that align with clients' short-term and long-term goals Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts Review clients' financial positions regularly and recommend adjustments to their financial plans Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long-term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal finance regulations Qualifications: Proven experience as a Personal Financial Advisor or in a similar advisory role Strong understanding of personal finance, including budgeting, saving, investing, and debt management Excellent communication and interpersonal skills, with a focus on providing personalized financial advice Proficiency in financial planning software and tools Must have reliable internet and a quiet, dedicated workspace CFP certification or similar credentials are preferred but not required Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $30 - $45 Paid training and ongoing professional development opportunities Flexible working hours, including evening and weekend shifts Career growth opportunities in financial advising A supportive and collaborative work environment

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking and technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT

JobID: 210683205 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $175,000.00-$225,000.00 Palo Alto,CA $175,000.00-$225,000.00 As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities * Develop content for strategic meetings with clients regarding M&A transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses * Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Associates and Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * 3 years prior work experience in an investment banking front office role * Minimum Bachelor's degree from a top tier educational institution * Strong financial modelling skills * Understands transaction cycle and the steps in the process and is execution oriented * Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. * Self-directed, highly motivated, and able to work independently

Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: * Develop and maintain predictive models to improve rolling sales forecasts. * Analyze historical and current sales/financial data to identify trends and insights. * Implement automation to streamline reporting and finance workflows. * Collaborate with cross-functional teams to gather requirements and support business solutions. * Document models, assumptions, processes, and results for transparency and reproducibility. * Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed * Strong analytical and problem-solving skills. * Hands-on experience with forecasting and predictive modeling. * Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. * Attention to detail and commitment to accuracy. * Ability to work collaboratively and communicate effectively with cross-functional teams. * Adaptability to navigate ambiguity and propose innovative solutions. * Understanding of sales finance, forecasting, and global consolidation processes. * Requirements * Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. * Ability to participate in a full-time internship from May-September. Technical and functional skills: * Data analysis and visualization (Excel, SQL, Tableau, Power BI) * Predictive modeling and statistical analysis (Python, R) * Financial and sales knowledge, including forecasting and consolidation * Process automation (VBA, Python, workflow tools) * Strong problem-solving and critical thinking * Effective communication and collaboration skills Expected Impact * Improved forecast accuracy and reliability. * Reduced manual effort in sales finance consolidation. * Enhanced ability to make data-driven business decisions. * Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.

xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role We are seeking a dynamic and driven Corporate Finance Analyst to join our high-performance finance team in the Bay Area. In this role, you will play a pivotal role in shaping xAI's financial strategy by building sophisticated operational models to support our rapid growth as a trailblazing AI company. You'll collaborate with cross-functional teams to drive financial discipline and deliver actionable insights that fuel our mission. The ideal candidate is a relentless, high-octane performer with exceptional analytical skills, a passion for tackling complex challenges, and the ability to thrive in a fast-paced, high-stakes environment. Responsibilities Lead financial analysis and forecasting to support xAI's global scaling efforts, ensuring precision and accuracy in all financial models. Design and maintain advanced operational models to monitor performance and drive strategic monetization initiatives. Partner with Engineering, Data Center, and Operations teams to ensure financial discipline and support complex, high-impact cross-functional projects. Tackle critical financial projects, including optimizing working capital, refining cost structures, and navigating strategic pivots under tight deadlines. Deliver clear, data-driven, and actionable recommendations to leadership, translating complex financial insights into compelling narratives that drive immediate impact. Act as a versatile team player, stepping in to address unfamiliar challenges with precision and adaptability. This is an in-person role based in Palo Alto, CA, with up to 25% travel required. Required Qualifications 2-4 years of experience as an Investment Banking Analyst or Associate, with proven expertise in complex financial modeling. Exceptional analytical skills with a track record of delivering high-quality results in high-pressure environments. Elite communication abilities, capable of distilling intricate financial data into clear, compelling narratives for diverse stakeholders. Self-motivated, proactive, and able to work both independently and collaboratively within a team. Comfortable thriving in a fast-paced, high-stakes, and hardcore environment that demands grit and resilience. Preferred Qualifications Strong sense of ownership, curiosity, and enthusiasm for tackling complex financial challenges with sound judgment. Passion for problem-solving and a proactive drive to deliver impactful results. High energy and resilience to excel in a dynamic, mission-driven organization. A sense of adventure and humor to navigate challenges with a positive mindset. Annual Salary Range $200,000 - $250,000 USD Benefits Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

This role is with eBay. eBay uses RippleMatch to find top talent. Looking for a company where you can help shape the future of global e-commerce and impact how millions of people buy, sell, connect, and share around the world? If you're interested in joining a purpose driven community that is dedicated to creating an ambitious and inclusive workplace, start your career at eBay! With regular social activities, an inspiring speaker series, and designated engagement partners to help you navigate your 12 weeks, you will have all the resources needed to ensure the first step in your internship is an amazing one! We hire brilliant students to come join eBay as interns, so we make sure they work on meaningful and important projects that directly impact eBay's business. (We don't want you just twiddling your thumbs!) As an intern you will actively participate in Innovation Week, National Intern Day, Intern Showcase, Finance Readout, along with various networking events. When you are not busy learning new things, you'll be making new friends at the many outings, events and adventures that will be planned to enhance your internship experience. Finance at eBay is offering several internship opportunities, below are some of the core finance functions: Opportunities: Accounting/Controllership - Ensure the integrity of internal and external financial statements while enabling business growth through tight product integration into Finance systems with effective internal controls, efficient processes around financial transactions. Business Performance Analytics - Understand historical performance, monitor site health and translate site health trends into financial implications, and work alongside FP&A and other teams to forecast future volume based on site performance trends, and use data and insights to better the business, along with ad-hoc analysis requests. FP&A - Work closely with business partners across the organization in setting financial targets for the company and maintaining that budget, forecast quarterly and full year outlook from a risk and operations perspective, along with reporting and closing final numbers on a monthly basis. FP&A Center of Excellence (CoE) - Partners with FP&A, Controllership, and Product and Engineering teams to provide strategic initiative support through scalable systems and processes, drive transformation programs, utilize emerging technologies such as AI, and deploy modern finance technology and data platforms to facilitate integrated planning, enable growth, and support business needs. Internal Audit/SOX - Evaluate and improve the effectiveness of risk management, controls and governance processes across the organization. Collaborate with our business partners to understand their organization's strategy and objectives to provide valuable insights, improve business operations and effectively manage risk through our audit analyses and recommendations. Risk - dedicated to safeguarding the integrity of eBay's marketplace by implementing advanced solutions to identify and prevent counterfeits, unsafe products, and illegal items. They work collaboratively across various departments to maintain high ethical standards and regulatory compliance, ensuring a secure environment for both buyers and sellers. Interns joining the Risk Team will gain valuable experience in risk management, contributing to impactful projects that enhance eBay's operational efficiency and customer satisfaction. Tax - Support business partners to plan and implement efficient tax strategies. Develop and maintain tax policies consistent with worldwide tax rules and requirements. The Tax team is responsible for income tax accounting and tax disclosures on 10Q and 10K filings. Treasury - Provide liquidity, protect & manage the capital & financial assets of eBay, while partnering with the business Requirements Currently enrolled as a U.S. University undergraduate student pursuing a degree in Finance, Accounting, Business Analytics, Statistics, Economics, Business Admin/Mgmt. or Int'l Business graduating December 2026 onwards Proficient in online platforms and enthusiasm for e‐Commerce Excellent logical, analytical, and conceptual skills Ability to work independently AI Tools, Excel & Presentation skills Some SQL knowledge for the Analytics position Skills Needed Passionate, Good Work Ethic Problem Solving, Self-Disciplined, Independent Versatile and Coachable Results Driven, Action Orientated, with a Creative and Innovative mindset "The pay range for this position at commencement of employment in California is expected in the range below: $2,400-$2,960 bi-weekly (Every two weeks). Pay offered may vary depending on multiple individualized factors, including location, skills, and experience. eBay is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, veteran status, and disability, or other legally protected status. If you have a need that requires accommodation, please contact us at ***************. We will make every effort to respond to your request for accommodation as soon as possible. View our accessibility statement (*************************************** to learn more about eBay's commitment to ensuring digital accessibility for people with disabilities. For more information see: EEO is the Law Poster and EEO is the Law Poster Supplement"

NOTE: Along with your resume, please include the following: * Duration of internship availability (Ex: 2, 3, 6 months) * Date you are available to begin the internship Equal Opportunity Employer/Veterans/Disabled PROGRAM OVERVIEW: Our summer Internship Program is a well-rounded, practical 3 month (summer) or 6month (full semester) learning-based experience in the field of safety and hazard risk management in the field of heavy civil marine construction. Dutra Construction is a California based Marine Construction Company with a challenging workload of interesting projects. Study and gain an understanding of safety practices in the worksite while facilitating the maintenance of a safe, accident-free and healthy work environment. You will assist on project sites and in the office in the day-to-day activities associated with our safety program. Through our mentoring program our safety professionals will teach you new skills and you will learn about construction activities such as scheduling, planning, hazard assessments and implementing corrective actions as necessary. We hope to provide a rich experience which fosters growth in the field of Occupational safety. Please view the Dutra Group website ****************** to see the projects and locations we are working on now. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. * Inspects and tours all facilities and mobile equipment to detect existing or potential accident and health hazards and recommends and follows up on corrective or preventative measures where necessary. * Enforce all safety rules and policies. Provide recommendations to Safety Department and field management for disciplinary actions. * Assist Safety Manager with coordinating and implementing safety program training and testing, i.e., CPR/First Aid, respiratory and audiometric. * Makes studies and analyses of industrial accident causes and hazards to health for use by company or plant personnel in compliance with local, state and federal Occupational Safety and Health Administration (OSHA) and MSHA rules and regulations. * Consults with all departments on design and use of equipment, shops, fire prevention and overall H&S program. * Keeps managers and employees alerted as to the hazards of working with toxic fumes, dangerous chemicals and any other hazardous substances. * Participates in the investigation of safety-related accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, law-suits, and insurance investigations. * Assists in conducting pre-hire and random drug testing in field. * Assists local safety representatives with field Hazardous Materials Audits in preparation of County Hazmat business plan inspections. * Performs field record-keeping audits. * Assists project managers with field AHAs, safety plans, and procurement of safety equipment and repairs. * Attend Safety Managers daily safety meetings and Safety department meetings. * As requested by Manager, attend various agency audits and inspections. * As requested by Manager attends OSHA/MSHA training and other safety seminars. COMPETENCIES: * Communications: ability to produce clear status reports, writes clearly, communicates tactfully and candidly, exhibits clear verbal skills and an excellent listener. * Problem Solving: Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Able to resolve difficult or complicated challenges. * Attention to Detail: Diligently attends to detail and pursues quality in accomplishing tasks. Checks work to ensure accuracy and completeness. * Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. * Time Management: ability to manage competing priorities effectively, to be resourceful and to use time as a resource. * Environmental, Health and Safety Management: Understand and know how to comply with all regulations; implement a positive attitude toward health and safety in the design and execution of the project. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education/Experience: Upper division student from four-year college or university in Occupational Safety and Health program or pursuing their Certified Safety Professional Certification. * Language Ability: strong written and verbal communication skills in order to effectively present information and respond to questions from managers, clients and customers. * Reasoning Ability: ability to solve practical problems and interpret a variety of instructions given in written, oral, diagram or schedule form. * Computer Skills: to perform this job successfully, an individual should have knowledge of and experience with Excel. SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job, the employee is required to frequently inspect the project and may be exposed to ongoing construction and various weather conditions. The noise level in the work environment may range from moderate to loud. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * The employee must occasionally lift and/or move 25-50 pounds. * Specific vision abilities required by this job include close vision and color vision. * While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. * The employee is occasionally required to use hands to finger, handle or feel. * The employee is occasionally required to reach with hands and arms. * The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. PAY RANGE (DOE): $26 per hour PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS AND EMPLOYEES The Dutra Group and its affiliates and subsidiaries ("Dutra," "we," "us," and "our") adopts this Privacy Notice ("Notice") pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"). This Notice explains our online and offline practices regarding the collection, use, and disclosure of "personal information" of job applicants and employees who reside in California. Please read this Notice carefully so you understand our practices regarding your information. For more information about the types of information we collect and use in connection with your general access and use of our website, please review our general Privacy Policy for Dutra's Website found here: https://******************/privacy/. How Dutra Collects Your Information * Website Visitors: Dutra collects personal information from visitors to our website when voluntarily provided. For instance, we collect personal information when someone contacts us through our contact form. * Website Navigational Information: As you navigate the Website, Dutra may gather information through common tools like cookies, which are small data files stored on your computer. This may include standard browser information, IP addresses, and your actions on the Website (e.g., pages viewed, links clicked). Cookies are used for administrative purposes, such as storing preferences. Cookies do not contain information allowing direct contact and can be managed via your browser settings. * Job Applications: Dutra uses Paycor, a third-party HR service provider, to manage our job application process. When you apply for a position with Dutra through our Website, you will be directed to a Paycor-hosted application portal. All personal information submitted during the job application process is collected and stored by Paycor. Dutra does not control or direct how Paycor stores or uses any personal information submitted through this application portal. As Paycor manages the collection and processing of your personal information during the job application process, we strongly encourage you to review Paycor's Privacy Policy. You can access Paycor's Privacy Policy at: ************************************** * Third Parties: Your current, prospective, or former employer or a similarly affiliated entity may provide personal information to Dutra to facilitate the processing of hiring, benefits management, payroll services, tax compliance, scheduling and timekeeping, onboarding, data analytics, or other related human resources-related services. Information Dutra Collects and the Purpose of Use * Identifiers. Examples include: real name, alias, postal address, Internet Protocol address, email address, account name, social security number, driver's license number, passport number, or other similar identifier necessary to make employment decisions and manage employment relationships. * Sensitive Personal Information. Examples include: a social security number, driver's license information, state identification card, passport information, or racial or ethnic origin. * Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). Examples include: name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, medical information, or other information necessary to provide health insurance and other benefits, including dependents, and emergency contact information. * Geolocation data. Examples include: physical location or movement of certain equipment in possession of our employees. * Legally protected classification characteristics under California or federal law. Examples may include: age, race, color, national origin, citizenship, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), veteran or military status. * Internet or other similar network activity. Examples include: cookies and IP addresses. * Sensory data: Examples include: voicemails. * Professional or employment-related information. Examples may include: Information regarding prior job experience, positions held, names of prior supervisors. * Non-public education information. Examples include: Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records. No Sale of Personal Information Dutra does not sell your personal information or your sensitive personal information, nor do we share it with third parties for cross-context behavioral advertising. Use and Disclosure of Personal Information We collect and use your personal information for the following business purposes, consistent with and only as permitted by applicable law: * To consider job applicants for current and potential future employment opportunities and assess their skills, qualifications, and interests against our career opportunities. * To schedule job applicants for interviews and communicate with them about their application and employment opportunities. * To evaluate a job applicant's employment application, corroborating the information contained in the application and any supporting documents, and (where applicable) conducting employment related screening and background checks. * To manage the employment relationship with Dutra, facilitate employment administration, processing, and maintenance, such as providing benefits to employees and their beneficiaries, processing payroll, and general office administration. * To manage the employment relationship with Dutra and facilitate a safe work environment. * To facilitate IT and equipment safety, functionality, and maintenance. * To comply with local, state, and federal laws and regulations. * For any other purposes that we disclose to you at the time of collection. Pursuant to this Notice, Dutra may disclose some of the personal information to a third-party vendor as necessary for our hiring practices. For example, such vendors could include the agencies we use to conduct pre-employment screening (such as background checks) and conduct drug testing. Dutra may use or disclose information provided if required by law, to protect its rights, comply with legal processes, comply with government authorities, or safeguard users, employees, or the public. Except as described in this Privacy Policy, we do not share your personal information with unknown or unaffiliated third parties, nor cross-reference your personal information for cross-context behavioral advertising. Unless otherwise stated in this Privacy Policy, Dutra will not share, sell, rent, or trade your information without prior consent. Retention of Your Personal Information Dutra will retain your personal information for the time period reasonably necessary to achieve the purposes described in this Notice, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements under applicable law. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you, (ii) as required by a legal obligation to which we are subject, and (iii) as necessary to resolve any disputes or enforce our legal agreements with you. Our Commitment Not to Discriminate Dutra will not discriminate or retaliate against a job applicant for exercising their rights under the CCPA, including by denying you benefits or services that we make available, charging you different prices or rates for services or benefits, providing a different level or quality of services or benefits, or suggesting that you may receive a different price or level of quality of services or benefits. Your Rights Under CCPA California residents have the following rights under the California Consumer Privacy Act ("CCPA") and Consumer Privacy Rights Act ("CPRA") with regard to their personal data: * Right to know which personal information is collected and processed; * Right to delete their personal information; * Right to opt-out of the sale of personal information to third parties; * Right to opt-out of the sharing of personal information with third parties; * Right to limit use or disclosure of personal information with third parties; * Right to non-retaliation for exercising any of the rights concerning personal data; * Right to data portability; and * Right to correct any inaccurate personal information. Exercising Your Rights To exercise the rights described above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Please be aware that the CCPA provides certain limitations and exceptions to the foregoing rights. Pay Transparency Nondiscrimination Provision Pursuant to 41 CFR 60-1.35(c), as a federal contractor, Dutra shares the following provision with all job applicants and employees: The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Changes to Notice Dutra continues to evaluate its practices and records in relation to the CCPA to ensure compliance with all requirements. Accordingly, Dutra may update this Notice from time to time. Please review our Privacy Policy periodically for updates. Contact Information Reasonable accommodation requests for job applicants can be made at ******************* To exercise the rights described in CCPA above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Know Your Rights Poster **********************************************************************

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.

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking experience required. Preference for technology and/or software industry experience. Our Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. On a day-to-day basis our analysts: Create financial models including forecast models, retention analyses, and other key analytical models to support transactions Conduct financial valuations, including comparable company analysis, discounted cash flow analysis, and comparable transaction analysis Create and maintain industry-specific business development presentations Conduct industry- and company-specific research Create buyer lists, and support deal execution processes Interact with clients and senior bankers A successful candidate will possess the following characteristics: Minimum one year of investment banking or related financial experience Bachelor's degree from a top tier school Demonstrated history of strong academic performance Demonstrated passion for finance and technology Commitment to hard work and enthusiasm for creative thinking Candidates must be able to handle multiple projects at once and learn quickly Team player who is able to effectively interact with a variety of internal groups and clients Previous experience with financial modeling or formal training Analyst Career Path: Top performers will have the opportunity for a direct promotion to Associate #LI-AQT