Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 1d ago
Looking for a job?
Let Zippia find it for you.
Investment Grade Credit Trader
Pacific Asset Management, LLC
Finance associate job in Newport Beach, CA
Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**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 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.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
#J-18808-Ljbffr
$62k-103k yearly est. 2d ago
Financial Analyst
RETS Associates
Finance associate job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 3d ago
Relationship Banker - Riverside West Market
Bank of America 4.7
Finance associate job in Riverside, CA
Chino, California;Fontana, California; Riverside, California; Chino Hills, California; Riverside, California; Eastvale, California; Corona, California; Riverside, California; Corona, California; Fontana, California; Corona, California; Eastvale, California; Riverside, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description** :
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Responsibilities:**
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
**Required Qualifications:**
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
- Bilingual in Spanish Preferred
**Skills:**
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:**
- High School Diploma / GED / Secondary School or equivalent
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 2d ago
Investment Grade Credit Trader
Pacific Life 4.5
Finance associate job in Newport Beach, CA
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.
$61k-105k yearly est. Auto-Apply 60d+ ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance associate job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
$62k-85k yearly est. Auto-Apply 26d ago
Finance Associate
BENQ America Corp 3.8
Finance associate job in Costa Mesa, CA
Job Description
Join the BenQ Team!
Are you ready to be a part of a globally trusted brand, where cutting-edge technology meets exceptional talent? BenQ is an award-winning display solutions provider for lifestyle and business including; gaming monitors, projectors, and even interactive displays like BenQ Board for education. Our core values focus on “Bringing Enjoyment ‘N' Quality to Life”.
We are hiring a Finance Specialist to work with our Accounts Receivable Collections team.
Duties & Responsibilities:
• Conduct collection calls to resolve outstanding balances
• Manage and update collection efforts for a high-volume portfolio of past due accounts
• Monitor aging reports and maintain accurate records of collection activities
• Research and resolve customer discrepancies, deductions, and short payments
• Perform other related duties as assigned
Qualifications:
• Proven experience in Collections or a similar role
• Resolution-minded with effective negotiation skills
• Relationship builder with effective oral and written communication
• Excellent time management, with a strong attention to detail, and a high level of accuracy
• Proficient business software skills (Microsoft Suite, Outlook, SharePoint, and OneDrive) and Power Automate
• Intermediate to advanced-level mastery of Excel
Education:
Bachelor's degree in Finance, Accounting, or Business Administration
Compensation:
Based on experience
Position Type:
• Full-Time
• Office-Based
$51k-85k yearly est. 3d ago
Associate, Finance, Risk & Compliance
Alliance Resource Group 4.5
Finance associate job in Irvine, CA
Our client is a Growing Investment Firm in Orange County and this is a newly created role reporting to the CIO. We are looking for an ambitious Accountant, Auditor or Analyst with 3-5 years of professional experience. This is a great opportunity to expand your experience and take on special projects. The successful candidate will possess strong attention to detail and organization skills with excellent communication and technical skills. This individual must have the ability to work well under pressure and balance multiple priorities and assignments to meet deadlines.
Essential Duties and Responsibilities
Assist with monthly financial reporting and quarterly investor reporting
Assist with credit analysis
Assist with balance sheet reconciliations
Prepare variance analysis
Assist in the preparation of the annual budget.
Prepare annual reporting for third party entities and yearly tax compliance.
Knowledge/Experience
3-5 years of general accounting or finance experience including financial reporting, budgeting, balance sheet reconciliations and credit.
Degree in Accounting, Economics or Finance
Knowledge of MS Office Suite, including Word, Excel, and Outlook
Industry experience is a plus ( investment, real estate, outsourced accounting, family office).
Solid Excel
$40k-62k yearly est. 60d+ ago
Financial Analyst - Corporate Development
Esri 4.4
Finance associate job in Redlands, CA
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's degree in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
#LI-JH2
$71k-95k yearly est. Auto-Apply 6d ago
Private Client Banker - Seacliff - Huntington Beach CA
Jpmorganchase 4.8
Finance associate job in Huntington Beach, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$72k-133k yearly est. Auto-Apply 24d ago
Summer Intern, Finance & AI Process Automation
Arrowhead Pharmaceuticals 4.6
Finance associate job in Pasadena, CA
Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing.
Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates.
Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need.
The Position
We are seeking a highly motivated intern to support Finance, Treasury, and Accounting by identifying, analyzing, and helping implement opportunities to improve and automate financial processes using AI, agentic capabilities and other technologies. This role will work closely with Finance and Accounting stakeholders to define use cases, document requirements, and partner with Information Systems & Informatics (IS&I) to design and pilot potential solutions.
This internship offers hands-on exposure to strategic finance, accounting, valuation, and emerging AI-enabled automation in a collaborative, cross-functional environment.
This is an 11-week Summer Internship Program paying $26.00 per hour for students pursuing a Master's Degree. This role requires full-time, onsite work five days per week at the designated location.
Responsibilities
Process Improvement
Partner with Finance and Accounting teams to identify processes that could be improved, streamlined, or automated.
Analyze current-state processes, identify inefficiencies, and document requirements and proposed future-state solutions.
Collaborate with IS&I and vendors to help design, test, and support implementation of AI-enabled solutions and proof-of-concepts.
Develop clear documentation, business cases, and presentations for proposed improvements.
Finance, Treasury & Accounting Project Support - support Teams with various projects some of which are -
Support the formalization of the Company's Weighted Average Cost of Capital (WACC) methodology for:
Audit Committee review
Deal evaluation and strategic decision-making
Evaluate and recommend efficient and effective methods for R&D cost tracking and reporting.
Assist in developing valuation methodologies for:
Key product and program lines
Business development and deal support
Accounting and financial reporting needs
Share price and enterprise value evaluation
Analysis & Communication
Perform financial modeling, data analysis, and scenario analysis as needed.
Translate complex financial and technical concepts into clear, actionable insights for stakeholders.
Prepare supporting materials for leadership discussions and governance forums.
Requirements
Currently enrolled in or recently completed a Master's degree (MS)
Strong foundation in finance, accounting, or economics (coursework or experience).
Technical aptitude with interest or experience in AI, automation, data science, or advanced analytics.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to document processes clearly and communicate effectively with both technical and non-technical stakeholders.
Proficiency in Excel and/or financial modeling tools.
Preferred
Experience with Python, SQL, data visualization tools, or automation platforms.
Exposure to AI, machine learning, or agent-based systems.
Understanding of valuation methodologies (DCF, comparables, etc.).
Prior internship or project experience in finance, consulting, analytics, or technology-enabled roles.
California pay range $11,440-$11,440 USD
Arrowhead provides competitive salaries and an excellent benefit package.
All applicants must have authorization to work in the US for a company.
California Applicant Privacy Policy
$38k-56k yearly est. Auto-Apply 5d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Rialto, CA
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Seeking Financial Analyst for strong, stable, growing organization Summary
We are seeking a detail-oriented and forward-thinking Financial Analyst to support critical financial operations within our manufacturing environment. The ideal candidate brings strong analytical capability, excels in Excel-based financial modeling, and has the ability to communicate insights clearly across departments. This Financial Analyst must demonstrate diligence, approachability, and a proactive mindset in driving continuous improvement.
Preferred Qualifications of the Financial Analyst
Bachelor's degree in Finance, Accounting, Economics, or related field
Advanced degree (MBA, MSF, MAcc) is highly preferred
Minimum 2+ years of financial analysis experience
Prior experience in a manufacturing environment (required)
Highly proficient in Microsoft Excel (advanced formulas, modeling, analysis)
Strong communication skills and ability to present insights to multiple departments
Demonstrated forward-thinking mindset with a diligent, approachable working style
Financial Analyst's Primary Responsibilities
Lead costing activities, including monitoring, analyzing, and reporting material and production cost trends
Manage inventory reporting, ensuring accuracy, timeliness, and alignment with operational data
Serve as backup for month-end close processes, including journal entries, accruals, and financial support
Perform detailed account reconciliations and ensure compliance with internal controls
Prepare and deliver reports and dashboards across departments; present findings clearly and concisely
Collaborate with cross-functional teams to understand operational impacts and financial performance
Make recommendations for process improvements, cost efficiencies, and performance optimization
Support ad hoc financial analysis to guide strategic decision-making
Key Attributes for the next Financial Analyst
Forward-thinking and proactive
Approachable and collaborative
Highly diligent with strong attention to detail
Clear, articulate communicator capable of partnering with all levels of the business
Apply today and let's chat about your next great opportunity!
Location: 100% on-site available to candidates within a commutable distance to company headquarters.
Salary: $80,000 - $90,000 with bonus potential
#LI-KE1
#INJAN2026
Click here to apply online
$80k-90k yearly 1d ago
Farmers Financial Sales Rep
Joseph McCain Farmers Insurance
Finance associate job in Newport Beach, CA
Job Description
Don't stay stuck in the same place, continue to grow with us!
Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent. If you are determined and have amazing relationship-building skills, then this is your opportunity for a rewarding career with
excellent income and growth potential
. As a Financial Services Agent, you will be giving back to your community every day by assisting customers with the coverage to fit their unique needs. Whether you are experienced in sales, or just looking to begin your career in our amazing industry, we can help you launch your career to new heights.
No previous experience? No problem!
If you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. If you are looking for the chance to learn new skills and grow your career, this may be the role for you. Entry-level applicants will begin with a base salary and an opportunity to earn additional compensation during their first year.
Are you an experienced Financial Services Agent? Amazing!
Experienced applicants start with a base salary and top performers benefit from a competitive commission structure. You will also benefit from additional training and development opportunities, making this a great opportunity to transfer your skills and grow your career. If you're interested in taking your skills to the next level in a constantly evolving industry,
apply today!
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Flexible Schedule
Career Growth Opportunities
Paid Time Off (PTO)
Responsibilities
Meet new business production goals and objectives as established.
Develop insurance quotes, make sales presentations, and close sales.
Develop new Financial Services opportunities.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Contact businesses and private individuals by telephone to promote products, services and/or referral programs.
Work independently and as part of a team.
Requirements
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Be a great self-starter with a sense of urgency.
Career minded vision.
Great Customer Service Skills.
Successful sales background.
Bilingual, fluent in both English and Spanish is beneficial.
$49k-80k yearly est. 10d ago
Analyst - Financial
NBS 4.5
Finance associate job in Temecula, CA
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.
$65k-100k yearly 60d+ ago
Finance Internship - Summer 2026
Viant Technology 4.3
Finance associate job in Irvine, CA
WHAT YOU'LL DO
Viant is looking for a Finance Intern to support budgeting, forecasting, and financial analysis activities. This role offers exposure to financial operations within a public technology company.
THE DAY-TO-DAY
Assist with financial reporting and analysis
Support budgeting and forecasting processes
Help prepare presentations and financial summaries
Collaborate with Finance and Accounting teams
Analyze trends and variances
GREAT TO HAVE
Currently pursuing a degree in Finance, Economics, or related field
Strong analytical and Excel skills
Interest in corporate finance
Experience with financial modeling
Familiarity with accounting principles
Strong attention to detail
LIFE AT VIANT
Investing in our employees' professional growth is important to us - including our interns. At Viant, interns work on meaningful projects, receive mentorship from experienced engineers, and gain exposure to cutting-edge technology in programmatic advertising. Viant offers a collaborative, inclusive culture where curiosity and impact are valued.
$25-30/Hr
In accordance with California law, the range provided is Viant's reasonable estimate of the compensation for this role. Final title and compensation for the position will be based on several factors including work experience and education.
Not the right position for you? Check out our other opportunities! Viant Careers
#LI-SK1 #LI-Hybrid About Viant
Viant Technology Inc. (NASDAQ: DSP) is a leader in CTV and AI-powered programmatic advertising, dedicated to driving innovation in digital marketing. Viant's omnichannel platform built for CTV allows marketers to plan, execute and measure their campaigns with unmatched precision and efficiency. With the launch of ViantAI, Viant is building the future of fully autonomous advertising solutions, empowering advertisers to achieve their boldest goals. Viant was recently awarded Best AI-Powered Advertising Solution and Best Demand-Side Platform by MarTech Breakthrough, Great Place to Work certification and received the Business Intelligence Group's AI Excellence Award. Learn more at viantinc.com.
Viant is an equal opportunity employer and makes employment decisions on the basis of merit. Viant prohibits unlawful discrimination against employees or applicants based on race (including traits historically associated with race, such as hair texture and protective hairstyles), religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, reproductive health decision making, gender, gender identity, gender expression, age, military status, veteran status, uniformed service member status, sexual orientation, transgender identity, citizenship status, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Viant also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. By clicking “Apply for this Job” and providing any information, I accept the Viant California Personnel Privacy Notice.
$25-30 hourly Auto-Apply 3d ago
Community Banker
Provident Savings Bank 4.3
Finance associate job in Riverside, CA
Title: Community Banker
Division: 06 - Retail Banking
Branch: RBC 13 - Orangecrest
Located at: 19348 Van Buren Blvd, Suite 119, Riverside, CA 92508
Job Type: Non-Exempt/Prime-Time (32-38/hours/week)
Hourly Range: $19.00- $22.00per hour
About Provident Savings Bank
Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community.
Overview:
The Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank.
This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time.
Your potential work schedule will be as follows:
Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m.
Friday: Approximately 8:30 a.m. to 6:30 p.m.
Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift)
The hourly pay for this position is $20.00
Reports to / Supervision Received
Manager: Branch Service/Operations Manager
Next-Level Manager: Community Banking Manager
Senior Manager: Senior Vice President, Retail Banking
Essential Functions:
Will meet or exceed all established goals and objectives for this position.
Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC.
Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions.
Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required.
Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions.
Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations.
Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline.
Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts.
Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers.
Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager.
Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary.
Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval.
Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner.
Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals.
Supervisory Responsibility
This position generally does not supervise other staff members.
Required Education and/or Experience
High school diploma or equivalent.
Successful completion of in-house training program or other approved training program.
Skills
Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed.
Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills.
Sales skills a plus.
Certificates, Licenses, Registrations
Must have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV.
$19-22 hourly 53d ago
Private Client Banker - La Mirada Mall - La Mirada, CA
JPMC
Finance associate job in La Mirada, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-80k yearly est. Auto-Apply 60d+ ago
Financial Representative
National Life Group-Northern California Agency
Finance associate job in Irvine, CA
Job Description
Financial Representative - Bilingual in English and Chinese is a plus
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
•Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Participate in structured coaching and mentorship programs.
Offer solutions in insurance, asset accumulation, and retirement planning.
Leverage company-provided marketing tools and industry resources.
Develop client relationships and provide tailored financial strategies.
Follow a leadership advancement track with career growth opportunities.
Qualifications:
Must be authorized to work in the US.
Demonstrated leadership or a proven track record of success.
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior experience in finance is required-comprehensive training is provided.
Bilingual in English and Chinese is a plus
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$28k-46k yearly est. 20d ago
Bank Security - El Monte/Rosemead
Customized Guard Services & Systems
Finance associate job in Rosemead, CA
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future!
Job Skills / Requirements
We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security.
Responsibilities:
Customer Service:
Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere.
Assist customers with general inquiries, providing information about bank services, products, and policies.
Offer support and address customer concerns or questions promptly and courteously.
Direct customers to the appropriate bank personnel for further assistance when necessary.
Access Control and Door Monitoring:
Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas.
Check identification of customers and visitors, verifying their credentials before granting access to secured areas.
Open doors for customers and assist individuals with disabilities or special needs.
Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access.
Bank Outlay Monitoring:
Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment.
Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel.
Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere.
Patrolling:
Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches.
Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies.
Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures.
Collaborate with local law enforcement agencies as needed, providing necessary assistance and information.
General Security Duties:
Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment.
Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives.
Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank.
Participate in ongoing training and professional development to stay updated on security practices and procedures.
Certification Requirements (All)
Guard Card
Additional Information / Benefits
Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work.
Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours.
Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed.
Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team.
Benefits: Medical Insurance, Dental Insurance, Vision Insurance
This is a Full-Time position
How much does a finance associate earn in Colton, CA?
The average finance associate in Colton, CA earns between $37,000 and $130,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.