Finance advisor jobs in Visalia, CA - 34 jobs

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

**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.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

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

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Loper District - Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Loper District - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Scott Loper, Financial Advisor: Time with NM: 2 years. Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard. Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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

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

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 ************************

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

If you are an enthusiastic self-starter with a passion for selling and you enjoy working with customers and Sales Consultants, then we want you to be part of our team as a Finance Manager. The Finance Manager is extremely knowledgeable about our vehicles and services, the industry, and our market, including vehicle service contracts, accessories, and financing options for both new and used vehicles. He or she provides superior customer service by understanding the financing options that lead to the delivery of vehicles. The ideal candidate has a positive attitude, a confident and outgoing personality, a professional appearance, great communication skills, and the ability to deliver world class customer service. Sales or Finance Management experience is highly preferred, but not required. Candidates must be self-motivated with a willingness to continuously prospect to sell a minimum quota (or more!) on an ongoing basis. Responsibilities * Qualifies buyers by understanding buyer's requirements and interests and then matching requirements and interests to various finance and insurance options * Updates job knowledge by participating in educational opportunities, reading professional publications, and completing OEM Training Modules * Closes sales for Sales Consultants by overcoming objections, asking for sale, negotiating terms, completing sale, delivering automobile, and following up after the sale * Provides upper management information by completing reports * Develops business by maintaining relationships with captive and third party lenders * Supports all Sales Consultant Training Activities including Sales Process, CRM, and Product Knowledge * Performs other duties as assigned Qualifications * Must be at least 21 years old * Sales or Finance Management experience preferred * Valid California driver's license with satisfactory driving record * Strong desire to meet sales goals * Able to work a flexible schedule * Strong telephone, texting, email, and social media communication skills * Active listening skills The Finance Manager Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $0.00. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. The position also may also pay a production bonus based on individual performance that may range from $0.00 (if baseline benchmarks are not met) to $3,200.00 fixed upper limit.

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

We are looking for an experienced Financial Consultant to join our team in Fresno, California. In this long-term contract role, you will play a key part in analyzing financial data, developing models, and providing insights to support decision-making processes. This position offers a dynamic opportunity to contribute to the financial health and strategic growth of the organization. Responsibilities: - Conduct comprehensive financial analysis to identify trends and drive business decisions. - Develop and maintain financial models to forecast and evaluate company performance. - Perform variance analysis to compare actuals versus forecasts and budgets. - Provide insightful ad hoc financial analysis to address specific business needs. - Utilize data mining techniques to extract and interpret complex financial information. - Manage cash flow by analyzing, forecasting, and modeling financial activities. - Prepare detailed cash flow forecasts to support strategic planning. - Collaborate with cross-functional teams to ensure accurate reporting and alignment with financial goals. - Leverage advanced Microsoft Excel skills to organize and analyze large datasets. - Utilize Sage Accounting Software for efficient financial management and reporting. Requirements - Bachelor's degree in Finance, Accounting, or a related field REQUIRED. - Minimum of 5 years of experience in financial analysis or consulting roles. - Expertise in financial modeling, variance analysis, and cash flow management. - Proficiency in ad hoc financial analysis and data mining techniques. - Advanced skills in Microsoft Excel for data organization and modeling. - Strong analytical and problem-solving skills with attention to detail. - Ability to effectively communicate financial insights to stakeholders. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available including medical, vision, dental, life and disability insurance. Employees hired for our FTEP Program are also eligible to enroll in our company's 401(k) or deferred compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week. A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year. Learn more at roberthalfbenefits.com/Resources. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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.

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

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

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 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.