Finance analyst jobs in Bakersfield, CA - 39 jobs

DirectHire We are seeking an experienced Controller to direct the financial affairs of the organization and prepare financial analyses of operations, including monthly and annual financial statements with supporting schedules for the guidance of management. This role is responsible for financial planning and policies, accounting practices, banking and financial relationships, maintenance of fiscal records, tax planning, and preparation of financial reports. The position includes supervision over general accounting, property accounting, internal controls, cost accounting, and budgetary controls. Strong knowledge of GAAP and relevant FASBs is required. Key Responsibilities Direct financial operations, ensuring accurate accounting practices and internal controls. Prepare timely financial reports and statements with supporting schedules. Oversee budgeting, forecasting, and cost control activities. Manage relationships with lending institutions and the broader financial community. Lead tax planning and coordination with external providers. Supervise and develop accounting staff while implementing best practices. Provide strategic financial guidance to leadership. Qualifications Bachelor's degree in Accounting or Finance required. Minimum of 10 years of progressive accounting/finance experience. Previous Controller or Director-level leadership strongly preferred. Strong knowledge of GAAP and FASB standards. Proven track record in financial analysis, reporting, and compliance. Effective communication and leadership skills. Experience in professional services or similar industries is a plus. Compensation & Benefits Salary range: $120,000 - $140,000 annually (based on experience, skills, and qualifications). Comprehensive health insurance (medical, dental, vision) for employees and dependents. 401(k) plan with employer contribution. Paid Time Off, sick days, and paid holidays. Continuing education and professional development opportunities. Wellness programs, mental health support, and Employee Assistance Program (EAP). Employee recognition and rewards program. Team-building events and a modern, collaborative work environment Commitment to Diversity: As an equal opportunity employer committed to meeting the needs of a multi-generational and multicultural workforce, Key Staffing recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to knegrete@hirekeystaff.com 140000.00

Job Description Meet Our Partner Our client is a respected and established agriculture company, known for their commitment to quality, integrity, and operational excellence. With a strong focus on employee development and a family-friendly work environment, they have cultivated a supportive, collaborative, and flexible workplace where team members are empowered to succeed and grow. What Our Partner Offers 50% paid healthcare benefits for employees 3 weeks of paid vacation 1 week of paid sick leave 4% 401k match Family-oriented and supportive team environment Great work/life balance Stable, long-term opportunity with a company that values loyalty and dedication About the Role As the Controller, you will serve as a key financial leader, overseeing and managing all accounting and financial reporting activities. This includes budgeting, forecasting, financial planning, internal controls, and compliance with GAAP. You will work closely with leadership to provide strategic financial insights, support decision-making, and optimize overall business performance. The ideal candidate has at least 7-10 years of progressive accounting and finance experience, preferably within agriculture, manufacturing, or similar industries. Strong analytical skills, strategic thinking, and the ability to collaborate effectively in a fast-paced environment are essential. Key Responsibilities Oversee and maintain the general ledger, ensuring accurate and complete financial records Prepare, review, and analyze monthly, quarterly, and annual financial statements Lead budgeting, forecasting, and long-term financial planning processes Ensure compliance with GAAP and applicable tax and regulatory requirements Manage month-end and year-end close processes, including journal entries and reconciliations Supervise accounts payable, accounts receivable, payroll, and related accounting functions Oversee prevailing wage payroll and related reporting requirements Provide financial insights and recommendations to leadership to support strategic decision-making Support external audits by preparing schedules, reports, and documentation Identify opportunities to improve processes, internal controls, and operational efficiency Collaborate cross-functionally with operations, farm management, and executive leadership to optimize financial performance

The Assistant Controller will play a key role in supporting the Controller with day-to-day accounting operations, financial reporting, and internal controls for a growing agriculture company. This position is ideal for a hands-on accounting professional who thrives in a fast-paced, multi-entity environment and is eager to grow into a leadership role. Key Responsibilities of the Assistant Controller Support month-end and year-end close processes, ensuring timely and accurate financial reporting Prepare and review journal entries, account reconciliations, and financial statements Assist with budgeting, forecasting, and variance analysis Maintain and strengthen internal controls and accounting policies Support audits, tax filings, and regulatory compliance Oversee or assist with AP, AR, and general ledger functions Collaborate cross-functionally with operations and leadership teams Assist in process improvements and system enhancements Provide guidance and mentorship to accounting staff as needed Qualifications of the Assistant Controller Bachelor's degree in Accounting or Finance 4-7 years of progressive accounting experience Experience in agriculture, manufacturing, or multi-entity environments preferred Strong knowledge of GAAP and financial reporting Advanced Excel skills and experience with accounting systems Detail-oriented, organized, and able to manage multiple priorities Strong communication and problem-solving skills Benefits & Perks Full benefits package (medical, dental, vision) 4% 401(k) match 3 weeks of vacation 1 week of sick time Paid holidays Stable company with a collaborative and supportive culture $100,000 - $135,000 a year #GHJSS #LI-Sl1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAssistant Controller The Assistant Controller will play a key role in supporting the Controller with day-to-day accounting operations, financial reporting, and internal controls for a growing agriculture company. This position is ideal for a hands-on accounting professional who thrives in a fast-paced, multi-entity environment and is eager to grow into a leadership role.Key Responsibilities of the Assistant Controller Support month-end and year-end close processes, ensuring timely and accurate financial reporting Prepare and review journal entries, account reconciliations, and financial statements Assist with budgeting, forecasting, and variance analysis Maintain and strengthen internal controls and accounting policies Support audits, tax filings, and regulatory compliance Oversee or assist with AP, AR, and general ledger functions Collaborate cross-functionally with operations and leadership teams Assist in process improvements and system enhancements Provide guidance and mentorship to accounting staff as needed Qualifications of the Assistant Controller Bachelor's degree in Accounting or Finance 4-7 years of progressive accounting experience Experience in agriculture, manufacturing, or multi-entity environments preferred Strong knowledge of GAAP and financial reporting Advanced Excel skills and experience with accounting systems Detail-oriented, organized, and able to manage multiple priorities Strong communication and problem-solving skills Benefits & PerksFull benefits package (medical, dental, vision)4% 401(k) match3 weeks of vacation1 week of sick time Paid holidays Stable company with a collaborative and supportive culture#GHJSS #LI-Sl1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Assistant Controller will play a key role in supporting the Controller with day-to-day accounting operations, financial reporting, and internal controls for a growing agriculture company. This position is ideal for a hands-on accounting professional who thrives in a fast-paced, multi-entity environment and is eager to grow into a leadership role. Key Responsibilities of the Assistant Controller Support month-end and year-end close processes, ensuring timely and accurate financial reporting Prepare and review journal entries, account reconciliations, and financial statements Assist with budgeting, forecasting, and variance analysis Maintain and strengthen internal controls and accounting policies Support audits, tax filings, and regulatory compliance Oversee or assist with AP, AR, and general ledger functions Collaborate cross-functionally with operations and leadership teams Assist in process improvements and system enhancements Provide guidance and mentorship to accounting staff as needed Qualifications of the Assistant Controller Bachelor's degree in Accounting or Finance 4-7 years of progressive accounting experience Experience in agriculture, manufacturing, or multi-entity environments preferred Strong knowledge of GAAP and financial reporting Advanced Excel skills and experience with accounting systems Detail-oriented, organized, and able to manage multiple priorities Strong communication and problem-solving skills Benefits & PerksFull benefits package (medical, dental, vision)4% 401(k) match3 weeks of vacation1 week of sick time Paid holidays Stable company with a collaborative and supportive culture#GHJSS #LI-Sl1

Join Renewell to drive innovation at the cutting edge of the energy storage and well remediation sectors. Our breakthrough technology tackles the climate crisis by converting inactive oil and gas wells into gravity-based energy storage systems-providing reliable renewable power while cleaning up millions of idle wells across the U.S. This is a rare opportunity to be one of the early hires at a mission-driven startup that is entering a promising growth phase with ~$15M raised to-date (VCs, US DOE (ARPA-E), CEC, etc.), regulations recently changed in 3 states, and deployment poised to 5-11x in the next 2 years. If you're excited by hands-on engineering, creative problem-solving, and scaling a revolutionary technology in a high-paced environment, let's talk. Role:We're scaling rapidly from pilots into multi-site deployment and are hiring a Finance & Operations Lead to help reshape the energy industry by converting idle oil and gas wells into gravity-based energy storage. In this high-impact role, you'll own financial planning, forecasting, and deployment-level economics, translating operational activity into clear insights that inform executive and board decisions. You'll partner directly with the CEO on strategic planning, fundraising, and business operations, while overseeing an external accounting firm to ensure accurate, audit-ready financials. This role also carries end-to-end ownership of $6.4M in awarded grant reimbursements, corporate compliance, and core people operations, ensuring Renewell scales with financial discipline and regulatory rigor. You'll work with modern tools (QuickBooks Online, Gusto, Ramp, Carta) and step into a clear growth path as Renewell expands multi-site deployments - a rare opportunity to build the financial backbone of a venture-backed climate tech company at an inflection point. Responsibilities: Strategic Finance & FP&A (Primary) ● Own and continuously refine Renewell's financial model, including deployment-level unit economics, capital planning, and investor-facing analyses. ● Lead budgeting, forecasting, and variance analysis, providing clear insight into actuals vs. plan. ● Maintain a 13-week cash flow forecast and longer-range runway scenarios to support capital allocation and fundraising decisions. ● Partner directly with the CEO on board materials, fundraising diligence, and strategic planning, translating operational complexity into financial clarity. Accounting Oversight & Financial Controls ● Oversee the external accounting firm to ensure accurate, timely, and audit-ready financials, including monthly close and reconciliations. ● Own internal financial controls across accounts payable (AP), expenses, and reimbursements, leveraging Ramp (online payment platform) and vendor workflows. ● Maintain equity records and compliance in Carta (online equity management platform), including option grants and cap table support. ● Coordinate with CPAs on tax filings, reviews, and audits, serving as Renewell's primary internal point of contact. Grants Management & Corporate Compliance ● Own end-to-end management of $6.4M+ in awarded grants, including reimbursement strategy, documentation, and agency interactions. ● Prepare and submit grant reimbursement applications, gathering payroll data, invoices, and engineering time logs. ● Maintain audit-ready grant documentation and ensure timely, accurate submissions with minimal rework. ● Track and manage Renewell's corporate compliance calendar, including entity filings, board governance requirements, and 401(k) testing. People Operations & Internal Infrastructure ● Run payroll and benefits administration through Gusto (online payroll and benefits platform); liaise with benefits brokers and providers. ● Lead onboarding and offboarding, including systems access, compliance paperwork, and process documentation. ● Maintain employee handbook and HR policies; ensure compliance with state and federal employment regulations. ● Support company culture through all-hands, team events, and offsites as the team scales. Special Projects ● Lead or support cross-functional projects related to systems upgrades, process improvements, compliance clean-up, or operational scaling. Requirements ● 3-5 years of experience in finance, business operations, or accounting, ideally within a product-driven, capital-intensive, or field-operational environment (energy, industrials, agriculture, or startups). ● Strong foundation in financial planning, forecasting, and cash flow analysis, with the ability to translate data into strategic insight. ● Experience overseeing external accounting partners and maintaining financial rigor without needing to do all transactional work personally. ● Hands-on familiarity with QuickBooks Online, Gusto, Ramp, and Carta (or equivalent tools). ● High judgment, ownership mindset, and comfort operating with ambiguity in a fast-moving startup environment. ● Organized, detail-oriented, and proactive - able to manage complex workflows while keeping an eye on the big picture. Location This job will be based in Bakersfield, with the possibility of bringing the entire team into an office as early as the end of 2026. The location of that office has not been finalized, but it will probably be the greater Los Angeles area or Denver, CO. Benefits Renewell Energy values collaborative, growth-minded, innovative thinking and finding ways to have fun while maintaining a culture of excellence. We offer competitive compensation and benefits including: ● Salary range for this position (depending on experience and skillset): $80k to $115k + equity ● Silver-level family health coverage (medical, dental) ● Employer 401(k) contributions, up to 5%, full match ● Life insurance and disability coverage Renewell Energy is an equal opportunity employer and we welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, veteran status, disability, or any other classification protected by law.

Job TitleVP - Senior Financial Analyst IIJob Description Passionate about Agriculture and building relationships? Join us in growing a better world. We are looking to add to our team of dedicated analysts. This position provides significant support to our customer relationship team in providing products and solutions aimed at helping our clients feed the world. Our Shared Future: "I'm extremely proud to represent and work for the largest food and agricultural bank to deliver the financing needs to helps families and producers live out their passion and dream to feed the world every day. It's a rewarding and satisfying feeling building relationships and working together towards the same goal.” - VP - Senior Financial Analyst I You and Your Job As a Senior Financial Analyst II, you will analyze and assess a client's credit worthiness while monitoring and servicing a dedicated portfolio within the Major Agri Clients(MAC) segment, working as part of the MAC West team located in California. SAF-IIs are responsible for complete underwriting of new requests and servicing actions, such as renewals, Annual Reviews, partial releases, and covenant monitoring for relationships within an assigned area, sector, or market segment. Job Responsibilities: • Analyze & assess the (potential) client's credit & operational risk using multiple sources of information (e.g., customer's credit and operating risks, current and historical financial statements, cash flows, tax returns, and financial trend analyses). • Accompany Relationship Managers (RMs), when requested, on customer farm visits/evaluations. • Contribute to a full understanding of the client's business. • Recommend the structure of credit products based on company policies through thorough analysis. • Assist the RMs in all aspects of managing their portfolio. • Work effectively within the Customer Team (e.g., Credit Officer, RM, and Customer Relationship Specialist) to meet customer expectations. • Execute various (financial/administrative) servicing activities (e.g., partial release, modifications, assumptions). • Monitor loan compliance (e.g., covenant compliance, delinquencies). • Assist in the analysis and preparation of annual reviews and loan strategy reports. • Discuss and propose solutions on how to serve clients optimally. • Support RM(s) in growing their portfolios. • Stay abreast of relevant developments in the market. • Manage & liaise with all stakeholders of the Team (e.g. CRT, Loan Support, Credit Dept., and Client) with respect to loan compliance, loan servicing and the support process. • Assist with other duties & tasks assigned by manager. Your Promise to Us: To be considered for the Senior Financial Analyst II role, you must have: • Bachelor's Degree • 7+ years of relevant experience. • Knowledge of short and long term agricultural credit. • Skilled in written and oral communication. • Ability to travel regionally, up to 15% • Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on three main components: • Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. • Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. • Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $110,000.00 - $145,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid

Passionate about Agriculture and building relationships? Join us in growing a better world. We are looking to add to our team of dedicated analysts. This position provides significant support to our customer relationship team in providing products and solutions aimed at helping our clients feed the world. Our Shared Future: "I'm extremely proud to represent and work for the largest food and agricultural bank to deliver the financing needs to helps families and producers live out their passion and dream to feed the world every day. It's a rewarding and satisfying feeling building relationships and working together towards the same goal." - VP - Senior Financial Analyst I You and Your Job As a Senior Financial Analyst II, you will analyze and assess a client's credit worthiness while monitoring and servicing a dedicated portfolio within the Major Agri Clients(MAC) segment, working as part of the MAC West team located in California. SAF-IIs are responsible for complete underwriting of new requests and servicing actions, such as renewals, Annual Reviews, partial releases, and covenant monitoring for relationships within an assigned area, sector, or market segment. Job Responsibilities: * Analyze & assess the (potential) client's credit & operational risk using multiple sources of information (e.g., customer's credit and operating risks, current and historical financial statements, cash flows, tax returns, and financial trend analyses). * Accompany Relationship Managers (RMs), when requested, on customer farm visits/evaluations. * Contribute to a full understanding of the client's business. * Recommend the structure of credit products based on company policies through thorough analysis. * Assist the RMs in all aspects of managing their portfolio. * Work effectively within the Customer Team (e.g., Credit Officer, RM, and Customer Relationship Specialist) to meet customer expectations. * Execute various (financial/administrative) servicing activities (e.g., partial release, modifications, assumptions). * Monitor loan compliance (e.g., covenant compliance, delinquencies). * Assist in the analysis and preparation of annual reviews and loan strategy reports. * Discuss and propose solutions on how to serve clients optimally. * Support RM(s) in growing their portfolios. * Stay abreast of relevant developments in the market. * Manage & liaise with all stakeholders of the Team (e.g. CRT, Loan Support, Credit Dept., and Client) with respect to loan compliance, loan servicing and the support process. * Assist with other duties & tasks assigned by manager. Your Promise to Us: To be considered for the Senior Financial Analyst II role, you must have: * Bachelor's Degree * 7+ years of relevant experience. * Knowledge of short and long term agricultural credit. * Skilled in written and oral communication. * Ability to travel regionally, up to 15% * Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on three main components: * Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. * Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. * Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $110,000.00 - $145,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid

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

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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

TITLE: Finance Manager DEPARTMENT: Finance SALARY: $70,000 DOE CALSSIFICATION: Full-Time/Salary/Exempt BENEFITS: Medical/Dental/Vision/Flexible Spending Account/HealthiestYou 401(K)/Life Insurance/Employee Assistance Program/PTO/Holiday Pay REPORTS TO: Executive Director POSITION SUMMARY: The primary purpose of this position is to oversee all financial operations of Tule River Indian Housing Authority (TRIHA). Plans, organizes, and coordinates the centralized accounting and financial reporting for assigned grant portfolio, including preparing annual and project budgets, forecasting revenue, estimating any carryover of funds from one year to the next. Make sure all financial transactions related to grants are properly accounted for and reported in accordance with relevant laws and regulations. This position also oversees the Procurement and Finance Staff by providing assistance and support. DUTIES AND RESPONSIBILITIES: 1. Plan, organize, and execute financial tasks and projects for the organization. 2. Directs the Finance Department staff in providing direction, procedures and computer application systems necessary to maintain proper records and to afford adequate accounting controls and services. 3. Coordinates tax reporting programs and investor relation activities. 4. Make estimates of funds required for the short and long-term financial objectives of the organization. 5. Complete financial reports, lead the month-end closing process and conduct monthly financial forecast. 6. Develop and implement plans for budgeting, forecasting, and reporting. Provide reports to auditor upon request. 7. Achieve a proper mix of equity and debt to minimize cost and maximize operational profit. 8. Strategize on fund procurement through banks and other financial institutions. 9. Prudently make investments on assets that maximize returns. 10. Evaluate the financial performance of the organization, monitor cash flow to identify problems with collections or disbursements, and measure returns on investments. 11. Advise management of insurance coverage for protection against property losses and potential liabilities. 12. Provide management with timely reviews of organization financial status and progress in the various program activities. 13. Organizing and maintaining accounting records such journals, ledgers, and bank reconciliations. 14. Calculate payroll taxes and filing tax forms with state and federal agencies. 15. Code and process transactions into the accounting system. 16. Enter payroll into the accounting system, including ledger account and grant accounts. 17. Enter employees' 401k contributions and matches into online service and accounting system. 18. Maintain Confidentiality in accordance with established policies and laws in order to help maintain the integrity of the organization. 19. All other duties as assigned. Requirements MINIMUM QUALIFICATIONS: 1. BA or BS in economics, finance, accounting or related field 2. 5 years' work experience as a Finance Manager 3. Prior experience working with Tribal Grant funding sources/ programs 4. Sufficient knowledge of Tribal Law, applicable Federal Law, applicable State Laws, codes and regulations including Non-Profit and For-Profit Accounting, GASB, FASB, and OMB Super Circular 5. Proficient in Microsoft office, QuickBooks and other accounting software 6. Sufficient experience working with a Board of commissioners, auditors, and tribal members 7. Must complete/pass Pre-Employment Drug & Alcohol screen. 8. Must complete/pass Pre-Employment Background Check. 9. Must have valid California Driver License throughout employment in this position and be insurable through company insurance. 10. Must be able to create financial policies and procedures for the department and business. 11. Must have the ability to provide critical thinking skills to make a financial decision. 12. Ability to travel to attend to trainings required for this position. 13. Ability to stay up-to-date on developments to keep skills relevant and maintain a competitive advantage in the workplace. 14. Ability to identify potential risks and develop strategies to mitigate them. 15. Ability to develop relationships with other professional who specialize in risk management such as company insurance brokers. PREFERRED QUALIFICATIONS: 1. Degree in finance/accounting or related or Certified Public Accountant (CPA) license 2. Analytical thinker with strong conceptual and problem-solving skills 3. Meticulous attention to detail with superb organizational skills 4. Ability to work under pressure and meet tight deadlines 5. Ability to work independently and as part of a team 6. Ability to understand and comply with laws and regulations governing Indian Housing Programs 7. Knowledge of: Diverse needs of Native American families including socio-economic issues relating to the Native American population; Native American values, customs, and traditions; TRIHA policies and regulations 8. Thorough understanding of GAAP, Federal financial guidelines, federal reporting requirements, payroll, internal controls, fund accounting, audit requirements and other financial aspects of grant accounting and sound financial management. INDIAN PREFERENCE: As provided by Section 9(b) of the Indian Self-Determination and Education Assistance Act 25 USC 450e (b), preference and opportunities for training and employment shall be given to Indians. Applicants claiming Indian Preference must submit verification of certified Tribal Affiliation or other acceptable documentation of Indian heritage. Salary Description $70,000 Annually DOE Exempt

Job DescriptionSenior Financial Analyst The Senior Financial Analyst (SFA) plays a key role in supporting financial planning, analysis, and strategic decision-making within a growing manufacturing environment. This role partners closely with operations, accounting, and leadership to provide insightful analysis, improve financial performance, and support business initiatives. The ideal candidate is analytical, collaborative, and thrives in a fast-paced, hands-on manufacturing setting.Key Responsibilities of the Senior Financial Analyst Lead monthly and quarterly financial analysis, including variance analysis, trend analysis, and management reporting Support budgeting, forecasting, and long-range planning processes Partner with operations and production teams to analyze costs, margins, inventory, and manufacturing efficiencies Develop and maintain financial models to support business decisions and capital investments Analyze product costing, labor, overhead, and standard cost variances Assist with month-end close by preparing journal entries, accruals, and reconciliations as needed Prepare executive-level dashboards and presentations with actionable insights Identify opportunities for process improvements and financial efficiencies Support audits and ensure compliance with internal controls and company policies Mentor junior analysts and collaborate cross-functionally across the organization Qualifications of the Senior Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or a related field5+ years of financial analysis experience, preferably within manufacturing or operations-driven environments Strong understanding of cost accounting, inventory, and manufacturing metrics Advanced Excel skills; experience with ERP systems and financial reporting tools preferred Strong analytical, problem-solving, and communication skills Ability to work independently while collaborating with cross-functional teams Benefits & PerksFull benefits package (medical, dental, vision) - company covers 50% of premiums3% 401(k) match2 weeks of vacation1 week of sick leave10 paid holidays Opportunity for advancement and professional growth Friendly, collaborative work environment Company-sponsored holiday parties and team events#GHJSS #LI-SL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Senior Financial Analyst (SFA) plays a key role in supporting financial planning, analysis, and strategic decision-making within a growing manufacturing environment. This role partners closely with operations, accounting, and leadership to provide insightful analysis, improve financial performance, and support business initiatives. The ideal candidate is analytical, collaborative, and thrives in a fast-paced, hands-on manufacturing setting. Key Responsibilities of the Senior Financial Analyst Lead monthly and quarterly financial analysis, including variance analysis, trend analysis, and management reporting Support budgeting, forecasting, and long-range planning processes Partner with operations and production teams to analyze costs, margins, inventory, and manufacturing efficiencies Develop and maintain financial models to support business decisions and capital investments Analyze product costing, labor, overhead, and standard cost variances Assist with month-end close by preparing journal entries, accruals, and reconciliations as needed Prepare executive-level dashboards and presentations with actionable insights Identify opportunities for process improvements and financial efficiencies Support audits and ensure compliance with internal controls and company policies Mentor junior analysts and collaborate cross-functionally across the organization Qualifications of the Senior Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or a related field5+ years of financial analysis experience, preferably within manufacturing or operations-driven environments Strong understanding of cost accounting, inventory, and manufacturing metrics Advanced Excel skills; experience with ERP systems and financial reporting tools preferred Strong analytical, problem-solving, and communication skills Ability to work independently while collaborating with cross-functional teams Benefits & PerksFull benefits package (medical, dental, vision) - company covers 50% of premiums3% 401(k) match2 weeks of vacation1 week of sick leave10 paid holidays Opportunity for advancement and professional growth Friendly, collaborative work environment Company-sponsored holiday parties and team events#GHJSS #LI-SL1

The Senior Financial Analyst (SFA) plays a key role in supporting financial planning, analysis, and strategic decision-making within a growing manufacturing environment. This role partners closely with operations, accounting, and leadership to provide insightful analysis, improve financial performance, and support business initiatives. The ideal candidate is analytical, collaborative, and thrives in a fast-paced, hands-on manufacturing setting. Key Responsibilities of the Senior Financial Analyst Lead monthly and quarterly financial analysis, including variance analysis, trend analysis, and management reporting Support budgeting, forecasting, and long-range planning processes Partner with operations and production teams to analyze costs, margins, inventory, and manufacturing efficiencies Develop and maintain financial models to support business decisions and capital investments Analyze product costing, labor, overhead, and standard cost variances Assist with month-end close by preparing journal entries, accruals, and reconciliations as needed Prepare executive-level dashboards and presentations with actionable insights Identify opportunities for process improvements and financial efficiencies Support audits and ensure compliance with internal controls and company policies Mentor junior analysts and collaborate cross-functionally across the organization Qualifications of the Senior Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or a related field 5+ years of financial analysis experience, preferably within manufacturing or operations-driven environments Strong understanding of cost accounting, inventory, and manufacturing metrics Advanced Excel skills; experience with ERP systems and financial reporting tools preferred Strong analytical, problem-solving, and communication skills Ability to work independently while collaborating with cross-functional teams Benefits & Perks Full benefits package (medical, dental, vision) - company covers 50% of premiums 3% 401(k) match 2 weeks of vacation 1 week of sick leave 10 paid holidays Opportunity for advancement and professional growth Friendly, collaborative work environment Company-sponsored holiday parties and team events $85,000 - $105,000 a year #GHJSS #LI-SL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Bakersfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **Job Description:** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:FDIC, Safe Act/Loan Originators and FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** - Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. - Get training and one-on-one coaching from Academy managers who are invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. - Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. - Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. - Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** **Schedule:** Monday - Fridays and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210698474 JobSchedule: Full time JobShift: Base Pay/Salary: Northridge,CA $70,320.00-$70,320.00; Granada Hills,CA $70,320.00-$70,320.00; Stevenson Ranch,CA $70,320.00-$70,320.00; San Fernando,CA $70,320.00-$70,320.00; Newhall,CA $70,320.00-$70,320.00; Porter Ranch,CA $70,320.00-$70,320.00; Santa Clarita,CA $70,320.00-$70,320.00; Valencia,CA $70,320.00-$70,320.00; Chatsworth,CA $70,320.00-$70,320.00; Canyon Country,CA $70,320.00-$70,320.00; Saugus,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 * 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. Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred 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.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.