Finance associate jobs in Carlsbad, CA

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: * Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. * Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. * Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. * Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. * Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: * 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. * Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). * Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. * Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. * Excellent communication, collaboration, and decision-making skills. * Upholds the highest standards of ethics and integrity. * Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Department Traders Employment Type Full Time Location California Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

Launch Your Finance Career-Join Hologic's Summer Internship Program! Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter. What you'll be up to during your 10-12 week adventure: Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit Analyze data, solve problems, and help drive smart business decisions Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement) Collaborate with teammates and learn how finance powers innovation in healthcare Present your work, ideas, and recommendations to leadership (don't worry, we love questions!) Who we're hoping to meet: You can work full-time during the summer (May/June - August/September). You're currently working on your Bachelor's degree, with at least one semester left after the internship. Your major is in Accounting, Finance, or Economics. You're heading into your senior year. You know how to get your point across, whether you're writing or speaking. You have strong organizational, problem-solving, and analytical skills. You're a natural leader and make smart decisions independently. You're friendly, enjoy working with others, and can build relationships easily. Location, pay & other important details: You can work onsite at our San Diego, CA campus. Heads up: intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out. Pay range: $23 - $25 per hour, based on your class standing and operational function. The chance to work with a team that's genuinely invested in your growth. Networking, mentorship, and skill-building opportunities-all designed to help you thrive. Take your internship to the next level at Hologic! On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans. #LI-EK1

Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations. To better support our Finance Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well rounded Corporate FP&A Analyst or Senior FP&A Analyst. POSITION SUMMARY This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop their expertise in real estate finance. CORE ROLES & RESPONSIBILITIES: Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level. Lead the company's budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance. Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus. Provide financial performance presentations for internal stakeholders PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis) Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material Provide investment analysis on decisions related to leasing and capital expenditures Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture Update property cash flows in Argus to help inform how strategic decisions impact the business plan Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team Track historical performance of assets updating financial models and presenting findings and KPI's to the executive team and make recommendations on maximizing returns DESIRED SKILLS AND EXPERIENCE: BA/BS degree in Finance, Real Estate, Economics, Math, or related field Graduate degree, CFA, or CPA a plus Highly proficient in Argus Enterprise and Excel preferred Experience in Yardi Voyager and Elevate a plus. Experience in Power BI a plus 2-3+ years of commercial real estate, investment management, and financial analysis experience CORE VALUES Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times. Integrity: We behave ethically, honestly and respectfully. Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results. Teamwork: We are a group of people with diverse talents working to produce positive synergistic results. Balance: We work hard while embracing our commitment to family, friends and community. Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.

BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: * Lead financing draw down processes, including reporting packages and lender submissions * Lead new bank account processing, including KYC and compliance reporting * Prepare quarterly reporting packages, including detailed financial close packages * Lead monthly corporate expense processing and approval * Analyze financial statements and results * Prepare revenue stream reconciliations and segmented analysis * Assist with tax compliance and tax returns * Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. * Perform ad hoc assignments, as needed Accounting: * Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers * Ensure complete and accurate books for all management entities within Yardi, including general partner entities * Ensure accuracy and effectiveness in all corporate accounting tasks * Oversee the verification, allocation, and posting of accounts payable and receivable * Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP * Oversee maintenance of fixed assets processes and GL subledger * Perform ad hoc assignments, as needed The Qualifiers: * Bachelor's degree in Accounting, Business Administration, Finance or related degree * 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. * Advanced Excel capabilities, including cash flow modeling. * Knowledge of departmentalized / segment accounting & consolidation * Strong organizational skills with a keen attention to detail * Motivated and results-driven with strong work ethic * Yardi Voyager experience desired The Perks: * Competitive Pay * Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance * Paid Time Off * 401k Plan + Match * Professional Development Resources * Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Job Description BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: · Lead financing draw down processes, including reporting packages and lender submissions · Lead new bank account processing, including KYC and compliance reporting · Prepare quarterly reporting packages, including detailed financial close packages · Lead monthly corporate expense processing and approval · Analyze financial statements and results · Prepare revenue stream reconciliations and segmented analysis · Assist with tax compliance and tax returns · Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. · Perform ad hoc assignments, as needed Accounting: · Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers · Ensure complete and accurate books for all management entities within Yardi, including general partner entities · Ensure accuracy and effectiveness in all corporate accounting tasks · Oversee the verification, allocation, and posting of accounts payable and receivable · Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP · Oversee maintenance of fixed assets processes and GL subledger · Perform ad hoc assignments, as needed The Qualifiers: · Bachelor's degree in Accounting, Business Administration, Finance or related degree · 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. · Advanced Excel capabilities, including cash flow modeling. · Knowledge of departmentalized / segment accounting & consolidation · Strong organizational skills with a keen attention to detail · Motivated and results-driven with strong work ethic · Yardi Voyager experience desired The Perks: · Competitive Pay · Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance · Paid Time Off · 401k Plan + Match · Professional Development Resources · Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.

We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals. Experience Description: Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance. Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.) Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership. Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications. Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls. Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments. Utilize tools such as Navy ERP Requirements: 3 years' experience support Navy with financial management Secret clearance or ability to obtain clearance Education: Bachelor's degree in any discipline Benefits: Health insurance (Medical, Dental, Vision) 401(k) Paid time off Life Insurance

Job Title: Intern, Finance and Accounting Reports to: Senior Director, Finance and Accounting , LLC Tang Capital Management, LLC (Tang Capital) is an investment firm with offices in San Diego and New York. Position Summary The Finance & Accounting Intern is responsible for supporting the Finance and Accounting team with a variety of projects, data entry, financial reporting, and month-end close responsibilities. This role provides the opportunity to gain hands-on experience in accounting, financial analysis, and investment operations, with direct exposure to Tang Capital's real estate tax lien certificates investment portfolio and broader asset portfolio. Essential Duties and Responsibilities Assist with the month-end close process, including preparing journal entries and reconciliations under supervision Create and maintain financial models to support portfolio and transaction analysis Support preparation of internal financial statements and related schedules Research accounting guidance and assist in determining appropriate treatment of transactions Help account for public and private capital transactions Manage and track cash flow between internal entities Assist with treasury activities, including monitoring cash movements and maintaining records Support annual financial statement audits and other compliance requests Collaborate with internal teams on ad hoc projects and reporting requests Demonstrate proficiency with Microsoft Excel and contribute to data organization and reporting Execute other duties as assigned Qualifications Actively pursuing a Bachelor's Degree in Accounting, Finance, or related field with intent to obtain CPA license Minimum 3.5 GPA preferred Strong academic foundation with coursework in accounting and/or finance Highly organized with strong attention to detail and accuracy Proficiency in Microsoft Excel; familiarity with Word, PowerPoint, and Access a plus Excellent written and verbal communication skills Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines Willingness to learn and adapt in a fast-paced environment Interest in pursuing a career in accounting, finance, or investment management

Job Description La Jolla LASIK Institute Business/Accountant/Finance Intern Un-paid Internship La Jolla LASIK Institute - La Jolla, California Un-paid Internship Description HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL! Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD. "As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO At La Jolla LASIK Institute, we are committed to our core values: World Class Results Personalized Care Professionalism Sincerity These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.” For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you. • Do you love numbers and metrics? • Do you live by the expression “Say what you are going to do and do what you've said?” • Can you balance listening and understanding with the need to be firm? • Are you comfortable and confident in a high-profile role within the organization? • Is it more important for others to respect you than to necessarily be your friend? • Do you hate office politics as much as we do? • Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability? • Are you professional and results driven? • Are you committed to win? • Do you exceed people's expectations on a regular basis? • Do you have a passion to succeed? • Do you want to make a big mark on the success of our company that can clearly be seen by everyone? • Do you want to work at a company that is driven to reshape its industry? If you answered "yes" to these questions, we want to meet you! Our Company: La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year. The Position: La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility. Learn to take on the following Responsibilities: Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators. Ensure all electronic and paper filing systems are current and well organized. Create a new budgeting process that also tracks actual expenses. Analyze current software, recommend any changes and implement recommendations. Work with bookkeeper to ensure accuracy of financial statements. Complete special projects and additional duties as required. The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management. Assist clinic with administrative tasks, eg. organizing patient ledgers At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria: Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred. Strong ability in Excel Experience with Quickbooks a plus but not required Previous experience in accounting Great communication skills Excellent analytic skills and strong attention to detail. Strong computer skills, specifically with GSuite programs Location: La Jolla, California ID: 844406 Employer: La Jolla LASIK Institute Posting Date: September 14th, 2018 Expiration Date: September 14th 2019 Division: Ophthalmology, Optometry, Health Care, Medicine Organization Description: La Jolla LASIK Institute Desired Major(s): Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science Desired Minor(s): Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics Job Function: Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing Duration: 1 year minimum Approximate Hours Per Week: 10 Desired Start Date: October 10th, 2018 Salary Level: Unpaid Contact Information Apply through hiring portal only. Phone calls and emails are not accepted. Additional Documents Cover Letter, Unofficial Transcript, Other Documents Documents Required Cover Letter, Unofficial Transcript, Other Documents Requested Document Notes cover letter, transcript, resume, and a joke Travel Percentage No Travel Important Dates Posted On: September 14th, 2018 Application Deadline September 14th, 2019 Apply through hiring portal only. Phone calls and emails are not accepted.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

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

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job Description We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals. Experience Description: Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance. Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.) Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership. Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications. Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls. Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments. Utilize tools such as Navy ERP Requirements: 3 years' experience support Navy with financial management Secret clearance or ability to obtain clearance Education: Bachelor's degree in any discipline Benefits: Health insurance (Medical, Dental, Vision) 401(k) Paid time off Life Insurance

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

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

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339