Finance advisor jobs in Tulare, CA - 35 jobs

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

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

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description *Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: Are Scrappy Obsessively Serve Live Stronger United Believe Excellence Wins In addition, you will be a resource to the senior advisors, delivering a unique client experience through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. You will sit in on client meetings with the franchise advisor. This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. You'll be provided with plenty of opportunities for growth, including full or senior advisor roles. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned. Job Duties Prepare for client meetings focused on planning discussions Perform case analysis and develop recommendations that will fit the client's risk tolerance, goals, and time frame Conduct and/or participate with senior advisors in client meetings to present recommendations and deliver advice Answer client questions as it relates to servicing their accounts Conduct transactions on behalf of clients Implement key marketing activities Assign and delegate work to other practice team members when appropriate Support the growth of the practice and perform other duties as assigned Key Traits of a Successful Financial Advisor Ability to meet with clients and present planning strategies Ability to source prospective clients High level of interpersonal skills Initiative in business development Entrepreneurial perspective and desire to grow the business Ability to recommend suitable investment products and services Success at planning and managing resources Ability to adhere to rules and regulations Positive attitude and sincere willingness to constantly learn and grow Required Qualifications 2+ years of similar experience preferred Fully licensed, including Series 7, Series 66, and State Life, Accident and Health Job Type: Full-time Pay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Current Employees and Contractors Apply HereOsaic Careers Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies.” Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. Meet with clients to establish financial goals and communicate the VFG investment beliefs. Attend new client appointments and second closing meetings with President as assigned. Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. Maintain the highest level of confidentiality with all information obtained. Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. Participate in weekly staff meeting. On occasion, professionally represent VFG at community events. Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: Bachelor's Degree or equivalent work experience/licensure preferred. Ability to present and communicate ideas and concepts in public and private, verbally and in writing. Demonstrated accuracy and thoroughness to ensure the highest quality of work. Ability to demonstrate a positive customer service attitude and good personal skills. Experience using Microsoft Office and internet. Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. Excellent problem solving, strong organizational and communication skills. Strong analytical skills and attention to detail. Required: FINRA Series 7 and Series 66 licensure or CFP designation Current Employees and Contractors Apply Here

We will consider candidates who reside between the Fresno and Sacramento market areas. The Senior Private Client Advisor is the first initial point of contact and the primary contact to our highest income/net worth clients' portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice to include a focus on estate/succession planning. Private Client Advisors are responsible for the Bank's highest-value Wealth Management clients. Position Accountabilities: Acts as the main point of contact for high net worth clients to be introduced into Wealth Management. Demonstrates strong business development skills by acquiring profitable high income/net worth client relationships for Wealth Management. Able to develop quality relationships within the Bank's Agribusiness Banking Division. Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, daily banking, credit or other relevant products, in connections with client's tax, legal, and estate planning professionals. Expands client portfolio through referrals to Trust Officers, Portfolio Managers, and Financial Advisors, Specialty Asset Managers, Wealth Strategists and Family Business Counselors. Responsible for following up to ensure all banking services provided to clients exceed their expectations. Expands and builds relationship with clients by proactively monitoring client's portfolio. Engages clients in the estate/succession planning process Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high net worth client. Ensures documentation is up to date and complete. Maintaining excellent and effective Client Relationships. Maintaining and continuing required license(s). SKILLS AND CERTIFICATIONS Does Candidate have a Bachelors' degree in Finance, Economics or Business/Other? Does candidate have active series 7, 63 or 65 or 66 & Life Insurance licenses Does candidate have experience selling Life Insurance products? Does candidate have experience with estate planning? Does candidate have experience with Trusts? Does candidate have experience working with high net worth Agribusiness clients? IDEAL CANDIDATE 2-5+ yrs. sales experience Experience as a Private Banker working with high net worth agribusiness clients Fully licensed- series 7, 65 or 66 & LIfe Insurance Experience selling Life Insurance Experience in estate planning IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Wells Fargo US bank Rabo Bank Northwestern Mutual NY Life Prudential Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

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

Job Description Commercial Lines Client Advisor - Fresno, CA Hybrid About the Role We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You'll Do Manage and service a commercial book generating $4-5M in premium Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 - $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to ************************ #hc212855

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Fresno,CA $70,320.00 - $70,320.00; Bakersfield,CA $70,320.00 - $70,320.00

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

Primary Accountability The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports. Description of Primary Responsibilities Responsible for preparing the annual operating and capital budgets. Coordinates activities for formulation, monitoring and presentation of budgets. Prepares budgets based on statistical studies and analysis of past and current years. Conducts follow-up analysis comparing projected budget analysis with actual performance. Responsible for preparing documents and reports for federal, state and local government agencies. Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.) Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities. Participates in the audit process as required by federal, state, or local agencies Assists in the month-end and year-end close activities and reporting. Reviews journal entries. Analyzes account balance variances to assess accuracy of general ledger. Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation. Prepares schedules and analysis for the annual financial audit.Performs detailed analysis to assist with internal decision-making. and year-end close activities and reporting. Performs detailed analysis to assist with internal decision-making. Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties. Prepares profitability and feasibility studies to access new opportunities for the organization. Assembles and summarizes data, presents findings, and makes recommendations to management. Performs detailed analysis to assist with internal decision-making Performs other duties as assigned. Description of Primary Attributes Professional & Technical Knowledge: Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and; Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred. Technical Skills: Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents. Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks. Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements. Licenses & Certifications: None required. Communications Skills: Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation. Duties require preparation and execution of presentations to large groups. Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds. Pay Scale: Min Salary Rate: $71,552.23 Max Salary Rate: $114,483.56

Pay: $75,000-$80,000 + full benefits Industry: Agriculture A well-established agriculture company in Tulare County is seeking a Financial Analyst to support reporting, budgeting, and operational decision-making. This role is perfect for someone who enjoys digging into data, improving processes, and partnering with leadership to drive profitability. Why You'll Love This Opportunity Stable, reputable agriculture organization Collaborative, supportive team environment Opportunities for growth and cross-functional exposure What You'll Do Prepare financial reports, dashboards, and KPIs for management Support budgeting, forecasting, and variance analysis Analyze cost trends, labor, production, and operational performance Assist with month-end close and financial modeling Provide data-driven insights to operations and finance leadership Help identify opportunities for efficiencies and cost savings Maintain accuracy of financial data and support special projects What You Bring Bachelor's degree in Accounting, Finance, or related field 2-5 years of experience in financial analysis or corporate accounting Strong Excel and financial modeling skills Experience in agriculture or manufacturing is a plus Detail-oriented with excellent analytical and communication skills #INDEC2025

Job Title: Financial Analyst - Pricing & Tax About the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. Review, track, and support replacement reserve activity. Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. Monitor variances, identify trends, communicate important findings, and recommend actions to management. Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members. Complete ad-hoc assignments as needed by the executive team. Requirements Bachelor's degree in Finance or Accounting. Minimum of 1 to 3 years' experience in Finance or Accounting. Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. Produce complex documents, perform analysis and maintain databases. Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications Bachelor's degree in finance or accounting. 1-3 years of experience in finance.

Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies." Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: * Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. * Meet with clients to establish financial goals and communicate the VFG investment beliefs. * Attend new client appointments and second closing meetings with President as assigned. * Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. * Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. * Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. * Maintain the highest level of confidentiality with all information obtained. * Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. * Participate in weekly staff meeting. * On occasion, professionally represent VFG at community events. * Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: * Bachelor's Degree or equivalent work experience/licensure preferred. * Ability to present and communicate ideas and concepts in public and private, verbally and in writing. * Demonstrated accuracy and thoroughness to ensure the highest quality of work. * Ability to demonstrate a positive customer service attitude and good personal skills. * Experience using Microsoft Office and internet. * Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. * Excellent problem solving, strong organizational and communication skills. * Strong analytical skills and attention to detail. Required: * FINRA Series 7 and Series 66 licensure or CFP designation Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

JobID: 210698262 JobSchedule: Full time JobShift: Base Pay/Salary: Fresno,CA $70,320.00 - $70,320.00; Bakersfield,CA $70,320.00 - $70,320.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job DescriptionJob Title: Financial Analyst - Pricing & TaxAbout the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.