ENL Finance & Business Anlys Exempt Compensation range: $39.46 - $53.27 Your rate of pay will be based on applicable experience Shift: Days Shift length: 10 Hours Days off: Fixed If fixed, days off: Saturday & Sunday Hours per pay period: 80 Enloe Health is a Level II Trauma Center located in beautiful Northern California. We offer a full array of medical services, and our mission is to elevate the health of the communities we serve. As a Planetree organization, we place high value on hiring the right team to care for our patients and their families-care that is steeped in compassion, human connection, and mutual support. If you feel called to make a meaningful impact through empathetic, person-centered care, and thrive in a culture that values collaboration and purpose, we welcome you to join our team.
POSITION SUMMARY:
The Finance & Business Analyst works under the direction of the Director of Finance. The position will work in collaboration with various Directors as well as other leaders for services related to implement and maintain the financial and business goals and objectives to ensure fiscally viable and optimal service delivery in the assigned areas. The position is instrumental in driving performance metrics, value-based care and lean principles related to designated service areas for operational and growth goals. The position will maintain a working knowledge of current information technology utilized in the hospital. This knowledge will allow the incumbent to incorporate data across systems for the use and support of program improvement and long-range strategic planning. The incumbent will plan and coordinate data collection and analysis activities for selected services and projects. The position is responsible for providing management with operational and financial data analysis, working with department leaders to monitor bi-weekly productivity and monthly financial performance, design and implement selected projects that will impact business operations and other analysis as required. The position will assist department leaders in developing and updating capital assets, opportunities for improving capital asset management, including but not limited to capital asset needs, capital planning, and review and processing of capital requests. This position is also responsible for the planning, coordinating, and developing the rolling forecast process. This position will maintain operational and financial metrics, design and implement selected projects that will impact business operations. The position will review and ensure patient reimbursement process and procedures are set up and reviewed. Communicate effectively both orally and in writing with diverse groups and individuals. Work effectively with administration, employees and medical staff. Identify and analyze complex departmental (and patient care) issues. Make independent decisions and provide recommendations to Administration, Director, employees and medical staff. Exercise good judgment and tact in providing leadership, guidance and assistance. The position must be able to work independently with minimal supervision while consistently demonstrating the core values of Enloe Medical Center and serves as a role model to other employees.
EDUCATION / TRAINING / EXPERIENCE:
Minimum:
* Bachelor's degree in Business Administration or related OR MBA or graduate degree OR CPA or CMA
* Three years' experience in finance, business analysis, information technology, healthcare or related field OR one year experience in finance, business analysis, information technology, healthcare or related filed AND 3 months successful performance as a Finance & Business Specialist at Enloe.
Desired:
* MBA or graduate degree
* Healthcare experience
* Understanding of procedures and clinical service lines. Familiar with industry standards related to best practice and associated metrics that drive efficiency. Process mapping, workflow design, and Project management skills.
* Experience with relational databases - SQL
* Advanced excel skills and data management
SKILLS / KNOWLEDGE / ABILITIES:
The candidate must have excellent written and verbal communication skills. Must possesses analytical skills necessary to gather and interpret quantitative and qualitative data relevant to the effective and efficient operation of the Emergency and Ancillary services departments. Understanding of operative procedures and clinical service lines. Familiar with industry standards, and associated metrics that drive efficiency in the clinical setting. Process mapping, workflow design, and Project management skills. Strong formal and informal presentation skills are required in order to communicate complex financial concepts and information to non-financial constituents. Strong analytical skills are required to provide assistance with departmental financial performance review, budget preparations, and other special projects. The ideal candidate will collaborate with multiple departments to develop initiatives and strategies that optimize costs and improve overall efficiency and profitability of the hospital. Must be knowledgeable and have the ability to develop and interpret financial, statistical and operational data. Must have strong computer skills and experienced with spreadsheet, word processing, and data base applications. Behavior should be reflective of Enloe Medical Center's core values. Must be able to fulfill the essential functions of the position.
Must display the following abilities: Take Ownership: Knowledge of the current situation or issue at hand; ability to take full personal responsibility or ownership for assignments, activities, decisions and results. Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Accuracy and Attention to Detail: Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis and the ability to meet the customer needs. Design reports that are easy to use. Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business and financial performance data; ability to analyze financial data to help justify and drive future business planning decisions. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities: Knowledge of effective self-management practices and ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Benefits Information
Enloe offers a comprehensive and competitive benefits package to all eligible employees, including, but not limited to:
* $0 premium medical plan to include vision insurance
* Prescription and dental group insurance
* Retirement with employer match
* Generous paid time off (PTO) plan that starts accruing immediately and can be used as it's earned
* Extended Sick Leave
* Flexible Spending Accounts for unreimbursed medical expenses and dependent care
* Employee Assistance Program
* Educational Assistance
Please visit the employee benefits page at ***************************** to get more in-depth benefits and coverage information or email ******************* to receive a full summary of benefits.
$39.5-53.3 hourly Auto-Apply 3d ago
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Plant Controller
3P Partners
Finance analyst job in Chico, CA
Job Description
Lead plant financials for a category-leading, vertically integrated food manufacturer
Strategic partner to operations and corporate finance teams
near Chico, CA - $140-160k base salary + benefits
Join a high-growth food manufacturing business with advanced processing capabilities. As Plant Controller, you'll be the financial leader at the plant, driving cost visibility, process efficiency, and operational performance in partnership with the leadership team.
Responsibilities
Serve as the primary financial business partner to plant and corporate teams.
Prepare and analyze financial reports to identify cost drivers and performance trends.
Lead annual and quarterly budgeting for labor, overhead, product costing, and inventory.
Drive process improvements and develop operational KPIs for visibility and accountability.
Oversee capital expenditure requests, project tracking, and spending analysis.
Partner with supply chain and warehousing to improve inventory management and accuracy.
Participate in ERP implementation, ensuring data integrity and actionable reporting.
Support month-end close, compliance, and continuous improvement initiatives.
Contribute to leadership meetings and plant strategy discussions.
Requirements
Bachelor's degree in Accounting, Finance, or related field.
5+ years of plant accounting or controller experience, ideally in food manufacturing or CPG.
Strong cost accounting and ERP experience.
Advanced Excel skills.
Proven ability to influence at all organizational levels and drive cross-functional collaboration.
Highly organized, detail-oriented, and proactive in identifying process opportunities.
Experience on a plant leadership team preferred.
$140k-160k yearly 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Chase 4.4
Finance analyst job in Chico, CA
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.
$72k-140k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
JPMC
Finance analyst job in Chico, CA
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.
$71k-142k yearly est. Auto-Apply 60d+ ago
Finance and Operations Analyst
Butte College District 4.3
Finance analyst job in Oroville, CA
FINANCE AND OPERATIONS ANALYST Click here for the full Job Description/Classification Specification MSC Range 13; Full-time/Exempt; 40 hours per week; 12 months per year Projected Recruitment Timeline Tentative Interviews: Week of March 23rd, 2026 (In Person) Anticipated Start Date: May 1st, 2026 POSITION HIGHLIGHTS Butte College is seeking a detail-oriented and collaborative Finance and Operations Analyst to join our Fiscal Services team. Under the general direction of the Director of Fiscal Services, this position plays a key role in district-wide financial planning, budget development, and operational analysis. The analyst will lead the development and oversight of annual and multi-year financial plans, including capital and facilities planning, and partner with departments across the District to assess and support program needs. This position is also responsible for implementing and maintaining financial software tools to enhance budgeting, forecasting, and reporting capabilities, while helping to streamline internal processes and ensure data accuracy. Candidates with a strategic mindset, strong technical and analytical skills, and experience in financial operations are encouraged to apply and make a meaningful impact at Butte College. Apply now to join a team committed to innovation, integrity, and service excellence! Work Schedule The work schedule is Monday through Thursday, 7:30 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 12:00 p.m. Over the summer the schedule changes to Monday through Thursday, 7:00 a.m. to 5:00 p.m. with Friday off. As an exempt position, hours may vary based on departmental needs. Minimum Qualifications *
Bachelor's degree* in Finance, Business Administration, Economics, Mathematics, Information Systems or related discipline; AND * Three (3) years of experience in accounting and finance or business analytics; OR * Any combination of education and experience which would provide the required qualifications for the position. * Bachelor's Degree education equivalency is a 1 to 1 equivalency, one year of responsible work experience related to the classification for each full year (24-30 units) of college. Desired Qualifications * Master's Degree, Business Administration/Finance/Accounting or Certified Public Accountant. * Advanced Excel skills, including VBA programming and macro development. * Highly proficient in SQL for data extraction, transformation, and analysis. * Experience with SyntellisAxiom Financial Suite. * A minimum of 2 years working with Ellucian Colleague, Integrated ProcurementSystemsor other similar financial information systems. Diversity Qualifications Sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity and sexual orientation and ethnic backgrounds of community college students and staff. APPLICATION INSTRUCTIONS All applicants, including current Butte College employees, must complete and submit an online application with all required attachments to move forward. All fields within the application should be completely and thoroughly filled out. Do not skip application fields by inputting "see resume." Required Attachments * Resume or Vita: Attach a resume that aligns with the information provided in your application. * Diversity Essay: The Butte-Glenn Community College District has a very diverse staff and student population with respect to academic, socioeconomic, cultural, disability, gender identity, sexual orientation and ethnic backgrounds. In your Diversity Essay, please describe your skills, education, professional development, community involvement, and professional experience working with these diverse groups. REQUIRED UPON HIRE Transcripts of academic work are not a required attachment with the application but may be required upon hire. * Offers of employment are contingent upon the submission of official transcripts showing completion of the degree, and proof of other requirements of the position, that minimally qualified the applicant. * If the position has an education equivalency component within the minimum qualifications and the applicant qualified under equivalency, transcripts may not be required upon hire. * Foreign transcripts must include a U.S. evaluation and translation. For list of agencies that provide this service, click here. PRE-EMPLOYMENT REQUIREMENTS * The successful applicant will be required to complete a medical history questionnaire and must agree to undergo and pass a pre-employment physical examination, based on the physical requirements of the position, prior to employment. The physician will be selected and paid for by the District. Disabilities not related to the essential physical job requirements will not preclude the applicant from being hired. * Education Code § 87408.6 states that no person shall be initially employed by a community college district in an academic or classified position unless the person has submitted to an examination within the past sixty (60) days to determine that they are free of active tuberculosis. * As a condition of employment, the District requires that you provide fingerprints prior to beginning work. You may be fingerprinted at Butte College Human Resources by appointment, or you may be fingerprinted at another agency. Should you be fingerprinted at another agency, the rolling fee charged by the Department of Justice (DOJ) for the fingerprint report is the employee's responsibility at the time of printing. ADDITIONAL RESOURCES FOR APPLICANTS Application Tips for Success For helpful tips and guidance on navigating our application submission and recruitment process, please refer to the document below. * Application Tips for Success Travel and Relocation Accommodations For candidates traveling more than 80 miles to attend an onsite interview at Butte College, you may be eligible for travel reimbursement. And if hired, consider our relocation incentives below. * Travel Reimbursement for Interviews * Relocation Incentive * Housing Resources Butte Glenn Community College District (BGCCD) IS AN EQUAL OPPORTUNITY EMPLOYER: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Butte Glenn Community College District is committed to creating a diverse workforce focused on equity, inclusion, and accessibility for all faculty, staff, administrators, managers, and students. The District is dedicated to building an environment that supports our diverse student populations providing opportunities to mentor, encourage, and prepare our students to be successful in the world and expose them to global perspectives. Our District community of professionals is devoted to enriching our students' lives by bringing to light a variety of ways to engage and discover their individual and collective paths through education. BGCCD is committed to the principles of equal employment opportunity. It is the District's policy to ensure that all qualified applicants for employment and employees have full and equal access to employment opportunities and are not subject to discrimination in any program or activity of the District on the basis of ethnic group identification, race, gender, color, language, accent, citizenship status, ancestry national origin, age, sex, religion, sexual orientation, gender identity, parental status, marital status, veteran status, physical or mental disability or medical condition, or on the basis of these perceived characteristics. The eligible list established from this recruitment will be used to fill the current vacancy and possibly future vacancies for positions with the same class specification. The District reserves the right to modify, rescind or re-advertise this announcement without notification or to delay indefinitely the employment of a person for the position.
$93k-130k yearly est. 5d ago
Finance & Operations Manager
Morrison 4.6
Finance analyst job in Chico, CA
Job DescriptionOverview: A Chico-based nonprofit organization is seeking a Finance & Operations Manager to provide leadership and management for the agency's fiscal and personnel functions, including grant administration, accounting, human resources, and organizational performance. This individual will foster an agency culture that embodies the organization's values.
Responsibilities:
Financial Oversight
Monitor and maintain accurate financial recordkeeping, ensuring compliance with accounting standards and internal controls.
Oversee accounts receivable/payable and biweekly payroll processing.
Coordinate quarterly and year-end payroll taxes and reporting.
Coordinate the annual agency audit.
Ensure accuracy and efficiency of the automated accounting system (QuickBooks).
Oversee all aspects of grant administration, maintaining a thorough understanding of awarded grants.
Monitor programmatic fiscal compliance with grant and agency policy requirements.
Operations & Human Resources
Manage staff onboarding, new hire paperwork, and personnel records.
Serve as liaison with insurance carriers/brokers for employee benefits.
Oversee staff timekeeping, timesheet review, and expense reimbursement forms.
Track staff completion of required in-service trainings.
Recruit, train, supervise, and evaluate related program staff.
Maintain a safe, clean, and supportive working environment.
Executive & Organizational Support
Support the Executive Director in development, implementation, and evaluation of programs.
Contribute to the agency's strategic planning process.
Compile and submit narrative and statistical reports, including grant and board reports.
Provide leadership in scheduled program and administrative team meetings.
Demonstrate and reinforce commitment to the agency's mission and values.
Represent the organization at community networking meetings as appropriate.
Service Preparedness
All staff complete a 65-hour Domestic Violence/Sexual Assault training to gain a foundational
understanding of the organization, preparing them to provide support in direct services in rare
situations as needed, including-but not limited to-crisis intervention (phone/drop-in), resource
and referral, emergency transportation, and shelter screening and intake.
Qualifications:
College degree in business, public administration, or a related field (accounting degree preferred) and/or five years of program administration experience in a related field.
Three years of administrative, human resource and accounting experience.
Supervisory experience with proven ability to support and lead staff.
Competency in Word, Excel, Adobe Acrobat, and QuickBooks.
Experience with federal grant reporting (HUD, OVC) and online funder portals.
Knowledge of contract and grant monitoring.
Strong communication and organizational skills, with the ability to prioritize multiple responsibilities and work collaboratively.
Ability to pass DOJ background check and DMV record check (post-offer).
Reliable transportation, valid driver's license, and proof of insurance.
Compensation:
This position offers a competitive salary ($79,000-$85,000) depending on experience and qualifications. The organization provides an outstanding benefits package, including 100% employer-paid premiums for employee medical, dental, vision, and life insurance. Additional benefits include paid vacation, sick leave, and holiday pay.
All offers of employment are contingent on a background check. EOE. Please note that Morrison does not recruit from client personnel
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$79k-85k yearly 21d ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Jpmorganchase 4.8
Finance analyst job in Chico, CA
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.
$75k-141k yearly est. Auto-Apply 21d ago
Financial Advisor - Redding, CA
Corebridge Financial
Finance analyst job in Chico, CA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
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#LI- KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance analyst job in Chico, CA
**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.
ENL Finance & Business AnlysExempt
Compensation range:
$39.46 - $53.27
Your rate of pay will be based on applicable experience
Shift: Days Shift length: 10 Hours Days off: Fixed If fixed, days off: Saturday & Sunday Hours per pay period: 80
Enloe Health is a Level II Trauma Center located in beautiful Northern California. We offer a full array of medical services, and our mission is to elevate the health of the communities we serve. As a Planetree organization, we place high value on hiring the right team to care for our patients and their families-care that is steeped in compassion, human connection, and mutual support. If you feel called to make a meaningful impact through empathetic, person-centered care, and thrive in a culture that values collaboration and purpose, we welcome you to join our team.
POSITION SUMMARY:
The Finance & Business Analyst works under the direction of the Director of Finance. The position will work in collaboration with various Directors as well as other leaders for services related to implement and maintain the financial and business goals and objectives to ensure fiscally viable and optimal service delivery in the assigned areas. The position is instrumental in driving performance metrics, value-based care and lean principles related to designated service areas for operational and growth goals. The position will maintain a working knowledge of current information technology utilized in the hospital. This knowledge will allow the incumbent to incorporate data across systems for the use and support of program improvement and long-range strategic planning. The incumbent will plan and coordinate data collection and analysis activities for selected services and projects. The position is responsible for providing management with operational and financial data analysis, working with department leaders to monitor bi-weekly productivity and monthly financial performance, design and implement selected projects that will impact business operations and other analysis as required. The position will assist department leaders in developing and updating capital assets, opportunities for improving capital asset management, including but not limited to capital asset needs, capital planning, and review and processing of capital requests. This position is also responsible for the planning, coordinating, and developing the rolling forecast process. This position will maintain operational and financial metrics, design and implement selected projects that will impact business operations. The position will review and ensure patient reimbursement process and procedures are set up and reviewed. Communicate effectively both orally and in writing with diverse groups and individuals. Work effectively with administration, employees and medical staff. Identify and analyze complex departmental (and patient care) issues. Make independent decisions and provide recommendations to Administration, Director, employees and medical staff. Exercise good judgment and tact in providing leadership, guidance and assistance. The position must be able to work independently with minimal supervision while consistently demonstrating the core values of Enloe Medical Center and serves as a role model to other employees.
EDUCATION / TRAINING / EXPERIENCE:
Minimum:
Bachelor's degree in Business Administration or related OR MBA or graduate degree OR CPA or CMA
Three years' experience in finance, business analysis, information technology, healthcare or related field OR one year experience in finance, business analysis, information technology, healthcare or related filed AND 3 months successful performance as a Finance & Business Specialist at Enloe.
Desired:
MBA or graduate degree
Healthcare experience
Understanding of procedures and clinical service lines. Familiar with industry standards related to best practice and associated metrics that drive efficiency. Process mapping, workflow design, and Project management skills.
Experience with relational databases - SQL
Advanced excel skills and data management
SKILLS / KNOWLEDGE / ABILITIES:
The candidate must have excellent written and verbal communication skills. Must possesses analytical skills necessary to gather and interpret quantitative and qualitative data relevant to the effective and efficient operation of the Emergency and Ancillary services departments. Understanding of operative procedures and clinical service lines. Familiar with industry standards, and associated metrics that drive efficiency in the clinical setting. Process mapping, workflow design, and Project management skills. Strong formal and informal presentation skills are required in order to communicate complex financial concepts and information to non-financial constituents. Strong analytical skills are required to provide assistance with departmental financial performance review, budget preparations, and other special projects. The ideal candidate will collaborate with multiple departments to develop initiatives and strategies that optimize costs and improve overall efficiency and profitability of the hospital. Must be knowledgeable and have the ability to develop and interpret financial, statistical and operational data. Must have strong computer skills and experienced with spreadsheet, word processing, and data base applications. Behavior should be reflective of Enloe Medical Center's core values. Must be able to fulfill the essential functions of the position.
Must display the following abilities: Take Ownership: Knowledge of the current situation or issue at hand; ability to take full personal responsibility or ownership for assignments, activities, decisions and results. Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Accuracy and Attention to Detail: Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis and the ability to meet the customer needs. Design reports that are easy to use. Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business and financial performance data; ability to analyze financial data to help justify and drive future business planning decisions. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities: Knowledge of effective self-management practices and ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Benefits Information
Enloe offers a comprehensive and competitive benefits package to all eligible employees, including, but not limited to:
$0 premium medical plan to include vision insurance
Prescription and dental group insurance
Retirement with employer match
Generous paid time off (PTO) plan that starts accruing immediately and can be used as it's earned
Extended Sick Leave
Flexible Spending Accounts for unreimbursed medical expenses and dependent care
Employee Assistance Program
Educational Assistance
Please visit the employee benefits page at ***************************** to get more in-depth benefits and coverage information or email ******************* to receive a full summary of benefits.
$39.5-53.3 hourly Auto-Apply 5d ago
J.P. Morgan Wealth Management - Private Client Advisor - Yuba City, CA
JPMC
Finance analyst job in Yuba City, CA
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.
$71k-143k yearly est. Auto-Apply 60d+ ago
Finance & Operations Manager
Morrison 4.6
Finance analyst job in Chico, CA
A Chico-based nonprofit organization is seeking a Finance & Operations Manager to provide leadership and management for the agency's fiscal and personnel functions, including grant administration, accounting, human resources, and organizational performance. This individual will foster an agency culture that embodies the organization's values.
Responsibilities:
Financial Oversight
Monitor and maintain accurate financial recordkeeping, ensuring compliance with accounting standards and internal controls.
Oversee accounts receivable/payable and biweekly payroll processing.
Coordinate quarterly and year-end payroll taxes and reporting.
Coordinate the annual agency audit.
Ensure accuracy and efficiency of the automated accounting system (QuickBooks).
Oversee all aspects of grant administration, maintaining a thorough understanding of awarded grants.
Monitor programmatic fiscal compliance with grant and agency policy requirements.
Operations & Human Resources
Manage staff onboarding, new hire paperwork, and personnel records.
Serve as liaison with insurance carriers/brokers for employee benefits.
Oversee staff timekeeping, timesheet review, and expense reimbursement forms.
Track staff completion of required in-service trainings.
Recruit, train, supervise, and evaluate related program staff.
Maintain a safe, clean, and supportive working environment.
Executive & Organizational Support
Support the Executive Director in development, implementation, and evaluation of programs.
Contribute to the agency's strategic planning process.
Compile and submit narrative and statistical reports, including grant and board reports.
Provide leadership in scheduled program and administrative team meetings.
Demonstrate and reinforce commitment to the agency's mission and values.
Represent the organization at community networking meetings as appropriate.
Service Preparedness
All staff complete a 65-hour Domestic Violence/Sexual Assault training to gain a foundational
understanding of the organization, preparing them to provide support in direct services in rare
situations as needed, including-but not limited to-crisis intervention (phone/drop-in), resource
and referral, emergency transportation, and shelter screening and intake.
Qualifications:
College degree in business, public administration, or a related field (accounting degree preferred) and/or five years of program administration experience in a related field.
Three years of administrative, human resource and accounting experience.
Supervisory experience with proven ability to support and lead staff.
Competency in Word, Excel, Adobe Acrobat, and QuickBooks.
Experience with federal grant reporting (HUD, OVC) and online funder portals.
Knowledge of contract and grant monitoring.
Strong communication and organizational skills, with the ability to prioritize multiple responsibilities and work collaboratively.
Ability to pass DOJ background check and DMV record check (post-offer).
Reliable transportation, valid driver's license, and proof of insurance.
Compensation:
This position offers a competitive salary ($79,000-$85,000) depending on experience and qualifications. The organization provides an outstanding benefits package, including 100% employer-paid premiums for employee medical, dental, vision, and life insurance. Additional benefits include paid vacation, sick leave, and holiday pay.
All offers of employment are contingent on a background check. EOE. Please note that Morrison does not recruit from client personnel
(
click here for details
).
$79k-85k yearly Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Jpmorgan Chase 4.8
Finance analyst job in Chico, CA
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**
Chico,CA $70,320.00 - $70,320.00; Marysville,CA 70,320.00 - $70,320.00
$70.3k-70.3k yearly 60d+ ago
Financial Advisor - Red Bluff, CA - Market 03, Region 227
Edward Jones Careers 4.5
Finance analyst job in Red Bluff, CA
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Company Description
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.
Awards and 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
Position Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself…
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
ENL Finance & Business AnlysExempt
Compensation range:
$33.90 - $55.06
Your rate of pay will be based on applicable experience
Shift: Days Shift length: 8 Hours Days off: Fixed If fixed, days off: Saturday & Sunday Hours per pay period: 80
Enloe Health is a Level II Trauma Center located in beautiful Northern California. We offer a full array of medical services, and our mission is to elevate the health of the communities we serve. As a Planetree organization, we place high value on hiring the right team to care for our patients and their families-care that is steeped in compassion, human connection, and mutual support. If you feel called to make a meaningful impact through empathetic, person-centered care, and thrive in a culture that values collaboration and purpose, we welcome you to join our team.
POSITION SUMMARY:
Reporting directly to the Controller, the Payment Operations Manager provides strategic oversight for daily cash management, offering key recommendations on investment opportunities, and managing the Accounts Payable function. This role is crucial for fostering a collaborative and high-performing team, requiring the provision of guidance, training, and development to the Accounts Payable team members. Responsibilities span from ensuring the timely processing of invoices and disbursements to providing investigative support for vendor and departmental inquiries.
Candidates for this position must possess exemplary organizational skills and thrive in a dynamic, fast-paced environment, adept at juggling multiple priorities effectively. The manager is responsible for overseeing compliance with strict accounts payable and general ledger closing deadlines, which includes reviewing monthly accruals and reconciliations. Additionally, the role involves generating necessary monthly reports and financial analyses, ensuring adherence to all accounting policies, implementing strong internal controls, and resolving complex discrepancies. Key compliance duties also include preparing and issuing 1099 reporting per IRS guidelines and providing assistance during financial audits. The ideal candidate will consistently demonstrate the core values of Enloe Health and serve as an active role model to colleagues.
EDUCATION / TRAINING / EXPERIENCE:
Minimum:
Three years' experience in accounts payable or related accounting roles.
Understanding of the AP close and related system functionality.
Advanced proficiency in MS Excel.
Desired:
Bachelor's degree (preferred concentration in Business, Accounting, or Finance).
Two years supervisory experience in a healthcare setting.
Experience and familiarity with Infor CloudSuite Financial Solution applications including accounts payable, purchasing and general ledger.
SKILLS / KNOWLEDGE / ABILITIES:
The ideal candidate must demonstrate comprehensive knowledge of the accounts payable lifecycle, from requisition and procurement to general ledger posting. This includes a deep understanding of Generally Accepted Accounting Principles (GAAP), meticulous oversight of accruals, and the ability to perform financial reconciliations. Beyond technical accounting, the Payment Operations Manager must demonstrate advanced computer skills to identify and implement innovative technological solutions that maximize departmental efficiency.
Operating within a fast-paced environment requires the ability to deliver high-precision work under pressure while managing competing priorities with exceptional organizational and multi-tasking skills. Strong communication is vital; the candidate must be able to articulate financial information clearly and effectively, both in writing and verbally.
Benefits Information
Enloe offers a comprehensive and competitive benefits package to all eligible employees, including, but not limited to:
$0 premium medical plan to include vision insurance
Prescription and dental group insurance
Retirement with employer match
Generous paid time off (PTO) plan that starts accruing immediately and can be used as it's earned
Extended Sick Leave
Flexible Spending Accounts for unreimbursed medical expenses and dependent care
Employee Assistance Program
Educational Assistance
Please visit the employee benefits page at ***************************** to get more in-depth benefits and coverage information or email ******************* to receive a full summary of benefits.
$33.9-55.1 hourly Auto-Apply 5d ago
Fiscal Analyst
Morrison 4.6
Finance analyst job in Chico, CA
Job DescriptionOverview: A Chico-based nonprofit organization is seeking a Fiscal Analyst to join its fiscal team. The Fiscal Analyst will support financial operations, grant management, budgeting, and external audits. This role is critical in maintaining strong fiscal systems, ensuring compliance, and providing strategic financial insight to leadership. The successful candidate will initially work with close guidance for 6 to 12 months, with the opportunity for advancement as experience grows.
Requirements/Job Duties:
Prepare, analyze, and present accurate and timely financial reports, including bank reconciliations, grant reporting, and financial statements.
Lead the annual audit process and liaise with external auditors and the finance committee of the board of directors.
Oversee and lead the annual budgeting and planning process in conjunction with the CEO and Fiscal Accountant.
Manage organizational cash flow and forecasting.
Implement a robust contracts management and financial management/reporting system.
Update and implement necessary finance policies and accounting practices.
Effectively communicate and present critical financial matters to the CEO and board of directors.
Work closely and transparently with all external partners, including third-party vendors and consultants.
Oversee administrative functions and facilities to ensure efficient and consistent operations.
Process accounts receivable (AR) tasks, banking and bank relations, cash receipts, and deposits.
Process all aspects of the role, including serving as back-up for attendance processing.
Qualifications:
Bachelor's degree preferred; MBA or CPA a plus.
7 to 10 years of professional experience, with at least 6 years of broad financial and operational management; nonprofit and grant management experience strongly preferred.
Experience with accounting software (including Financial Edge).
Commitment to training programs that maximize individual and organizational goals.
Excellent communication and relationship-building skills.
Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data analysis.
A multi-tasker with the ability to wear many hats in a fast-paced environment.
Personal qualities of integrity, credibility, and dedication to the organization's mission.
Desire for growth and opportunities for advancement.
Compensation:
This position offers a competitive hourly range of $40.00 to $45.00, depending on experience and qualifications. The organization provides an outstanding benefits package, including 100% employer-paid premiums for employee medical, dental, and vision insurance. Additional benefits include a retirement plan, as well as paid vacation, sick leave, and holiday pay.
All offers of employment are contingent on a background check. EOE. Please note that Morrison does not recruit from client personnel
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$40-45 hourly 5d ago
Financial Advisor
Edward Jones 4.5
Finance analyst job in Red Bluff, CA
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch 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.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**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 (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
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**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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.
\#LI-USFATA
$45k-100k yearly 10d ago
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
Jpmorgan Chase & Co 4.8
Finance analyst job in Canyondam, CA
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.
$70.3k-70.3k yearly Auto-Apply 20d ago
Fiscal Analyst
Morrison 4.6
Finance analyst job in Chico, CA
A Chico-based nonprofit organization is seeking a Fiscal Analyst to join its fiscal team. The Fiscal Analyst will support financial operations, grant management, budgeting, and external audits. This role is critical in maintaining strong fiscal systems, ensuring compliance, and providing strategic financial insight to leadership. The successful candidate will initially work with close guidance for 6 to 12 months, with the opportunity for advancement as experience grows.
Requirements/Job Duties:
Prepare, analyze, and present accurate and timely financial reports, including bank reconciliations, grant reporting, and financial statements.
Lead the annual audit process and liaise with external auditors and the finance committee of the board of directors.
Oversee and lead the annual budgeting and planning process in conjunction with the CEO and Fiscal Accountant.
Manage organizational cash flow and forecasting.
Implement a robust contracts management and financial management/reporting system.
Update and implement necessary finance policies and accounting practices.
Effectively communicate and present critical financial matters to the CEO and board of directors.
Work closely and transparently with all external partners, including third-party vendors and consultants.
Oversee administrative functions and facilities to ensure efficient and consistent operations.
Process accounts receivable (AR) tasks, banking and bank relations, cash receipts, and deposits.
Process all aspects of the role, including serving as back-up for attendance processing.
Qualifications:
Bachelor's degree preferred; MBA or CPA a plus.
7 to 10 years of professional experience, with at least 6 years of broad financial and operational management; nonprofit and grant management experience strongly preferred.
Experience with accounting software (including Financial Edge).
Commitment to training programs that maximize individual and organizational goals.
Excellent communication and relationship-building skills.
Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data analysis.
A multi-tasker with the ability to wear many hats in a fast-paced environment.
Personal qualities of integrity, credibility, and dedication to the organization's mission.
Desire for growth and opportunities for advancement.
Compensation:
This position offers a competitive hourly range of $40.00 to $45.00, depending on experience and qualifications. The organization provides an outstanding benefits package, including 100% employer-paid premiums for employee medical, dental, and vision insurance. Additional benefits include a retirement plan, as well as paid vacation, sick leave, and holiday pay.
All offers of employment are contingent on a background check. EOE. Please note that Morrison does not recruit from client personnel
(
click here for details
).
How much does a finance analyst earn in Chico, CA?
The average finance analyst in Chico, CA earns between $53,000 and $123,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.