Finance consultant jobs in Fresno, CA - 48 jobs

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Current Employees and Contractors Apply HereOsaic Careers Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies.” Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. Meet with clients to establish financial goals and communicate the VFG investment beliefs. Attend new client appointments and second closing meetings with President as assigned. Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. Maintain the highest level of confidentiality with all information obtained. Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. Participate in weekly staff meeting. On occasion, professionally represent VFG at community events. Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: Bachelor's Degree or equivalent work experience/licensure preferred. Ability to present and communicate ideas and concepts in public and private, verbally and in writing. Demonstrated accuracy and thoroughness to ensure the highest quality of work. Ability to demonstrate a positive customer service attitude and good personal skills. Experience using Microsoft Office and internet. Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. Excellent problem solving, strong organizational and communication skills. Strong analytical skills and attention to detail. Required: FINRA Series 7 and Series 66 licensure or CFP designation Current Employees and Contractors Apply Here

Job TitleSenior Financial Restructuring ManagerJob Description Rabobank is the world's leading specialist in food and agribusiness banking. As a Financial Restructuring Manager you will develop and implement workout strategies on an assigned portfolio of highly complex problem loans. One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients. At Rabobank our culture is unique, because every day our people work knowing that we are all playing our part in supporting our farmers to feed the world. Our Shared Future: “The position provides opportunities to collaborate with our Clients in overcoming whatever challenges have brought them to Financial Restructuring and to work together to find the best path forward for both the Client and Rabo.” You and Your Job As a Senior Financial Restructuring Manager you will be successful by establishing and building strong working relationships with clients and colleagues to manage risk for the bank and coach clients to help them succeed. The position contributes to the departments goal of a smooth and accurate process in the Financial Restructuring & Recovery operation for Rabo Agri Finance LLC, the rural lending arm of Rabobank in the US. Working for the Rabobank Group demands special competencies from the individual employee, who must have a natural tendency to collaborate with customers, members and colleagues. This requires employees to have a personality which is clearly "actively focused on other people", and for employees to make careful consideration between risks and results in the performance of work duties, with the objective to increase and maintain customer confidence in the entire value chain of product development, product distribution and customer advice. Job Responsibilities Coordinates the semi-annual Loan Strategy Report cycles and ensures that all LSR's are prepared and presented timely. Be familiar with and comply with laws, regulations and internal policies and procedures that are applicable to required job duties within the Financial Restructuring group. Financial Restructuring Managers work directly with RAF Legal and outside counsel to ensure timely and quality results. Coordinate the loan closing activities of Financial Restructuring loans. And work directly with Closing and Legal staff to achieve timely and quality results. Coach and counsel colleagues on matters relative to Financial Restructuring loans and issues. They may act in an advisory role with the Business on loans classified OLEM or Early Warning. Understand the loan relationship, assessing the issues that caused the classification downgrade, and working with the Business and possibly the customer, to devise and implement a plan that effectively rehabilitates the credit and ultimately results in an upgrade in the loan classification. Your Promise to Us: To be considered for the Senior Financial Restructuring Manager role, you must have: Bachelor's degree in a related field. 7+ years of experience in loan restructuring and risk management. Strong negotiation skills and the ability to solve complex problems. Ability to analyze simple to complex financial statements to evaluate the financial stability of an entity or individual. Establish and build strong working relationships with clients and others that may be challenging to work with. Ability to travel regionally, up to 50% Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on three main components: Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $130,000.00 - $155,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Title: Financial Analyst - Pricing & Tax About the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 3 out of 4 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Coastal Wealth Advisors is an independent financial services practice of Thrivent in Newbury Park, CA. We are growing and adding an Associate Financial Advisor to our team. As a team, we simplify people's financial lives and maximize their opportunities through holistic planning, advice, and consistent execution. Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love. This is a full time, onsite role. Job Description This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and implementing advice but may also rely on team members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice. As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Coastal Wealth Advisors, including: Maintain existing client relationships through processing client requests, resolving client questions, and making sure client information and documentation are up to date Work independently with minimal supervision servicing and maintaining strong relationships with existing clients Maintain contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests Assist Lead Advisors in the preparation and follow-up for client meetings Update and maintain client information in several planning tools, including Salesforce, Money Guide Pro, Morningstar, and others May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications Complete electronic and paper service forms and new business applications May accept and/or enter trade orders from clients, including unsolicited trade orders Seek to identify potential sales opportunities with new and existing clients Partner with Financial Advisors to help close the opportunity May sit second chair in meetings to take notes May handle all post meeting tasks Other responsibilities as assigned by the Lead Advisor You will be employed/contracted by Coastal Wealth Advisors. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is: Highly skilled in planning and organizing work to meet deadlines and priorities A strong analytical thinker who evaluates information and solves problems effectively Customer-focused, with a commitment to understanding needs and delivering quality service An effective communicator who conveys information clearly and professionally Strong in interpersonal skills, building positive relationships with diverse stakeholders A collaborative team player who works well across teams to achieve shared goals Adaptable and flexible, thriving in changing or fast-paced environments Requirements Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Previous financial services experience desired, 3-5 years preferred Demonstrated customer service orientation/experience, 3+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Compensation and Benefits The package will include a competitive salary of $80,000 - $110,000, splits for new business as well as potential bonuses, participation in a Simple IRA plan with employer match and option of medical stipend. Compensation will be market and situation-based. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Tyler Houk (Practice Director) with Robert Half is looking for an experienced Senior Financial Analyst to join our team in Fresno, California. In this role, you will work closely with plant and finance teams to enhance operational efficiency, reduce costs, and optimize resources. Your expertise will contribute to developing accurate cost estimates, analyzing variances, and improving financial reporting processes. Responsibilities: - Prepare detailed financial reports, including spending results, variance analysis, and key performance indicators, on a weekly, monthly, and annual basis. - Conduct cost reduction analyses to identify opportunities for lowering plant-wide operating expenses. - Review standard costs, product structures, and analyze variances to ensure financial accuracy. - Collaborate with operations to enhance cost estimates for production lines and reduce annual operating variances. - Participate in budget planning processes, preparing cost center spending reports, and engaging with cost center owners. - Support the development of operating models and plans to optimize plant capacity and resource allocation. - Assist in improving labor reporting systems and identifying opportunities for operational improvements. - Ensure the accuracy of physical inventory and investigate discrepancies between book and physical results. - Analyze excess and obsolete inventory items for financial impact. - Document operational workflows and evaluate internal controls in collaboration with corporate financial management. Requirements - Proficiency in cost accounting, accrual-based accounting, and fixed asset accounting. - Strong analytical and organizational skills with the ability to manage multiple tasks effectively. - Self-motivated and detail-oriented with a hands-on approach to problem-solving. - Excellent communication skills, including written, verbal, and presentation abilities. - Familiarity with financial systems and data analysis tools is highly desirable. - Advanced proficiency in Office 365, particularly Excel (e.g., X-lookups and pivot tables). - Bachelor's degree in Accounting or Finance is required. - Minimum of 3 years of experience in financial analysis, modeling, and variance analysis. For confidential consideration apply directly or message Tyler Houk on LinkedIn! Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. Review, track, and support replacement reserve activity. Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. Monitor variances, identify trends, communicate important findings, and recommend actions to management. Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members. Complete ad-hoc assignments as needed by the executive team. Requirements Bachelor's degree in Finance or Accounting. Minimum of 1 to 3 years' experience in Finance or Accounting. Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. Produce complex documents, perform analysis and maintain databases. Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications Bachelor's degree in finance or accounting. 1-3 years of experience in finance.

Senior Financial Analysts ensure that California Dairies, Inc. makes sound financial decisions. As a Senior Financial Analyst, your work, whether it's tracking performance metrics or modeling business scenarios, is used by our leaders to make strategic company decisions. While working on multiple projects at a time, you are focused on the details while finding creative ways to solve big picture challenges. As a Senior Financial Analyst, you will work with the Sales and Operations teams to track and analyze all aspects of the manufacturing process and the performance of all product line sales volume and margin. As support for the Sales team, this position leads portions of the monthly forecasting, annual budgeting, and financial variance analysis processes, while owning finance and business intelligence reporting tools. You will demonstrate insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results. Essential Functions Prepare and analyze weekly, monthly, and annual sales reports and dashboards tracking product line performance of volume, price, product mix, and overall revenue management. Prepare materials for Board of Directors meetings and Executive Leadership Team meetings and assist in the evolution and enhancement of monthly reporting packages. Forecast growth and contribute to goal setting and monthly forecasting processes. Provide insights on key business dimensions: products, regions, customer segments, customers, product mix. Analyze drivers of business performance as part of business reviews and ad-hoc projects. Collecting and analyzing quantitative data from the manufacturing process paths. Build and manage divisional reporting platforms (e.g., PowerBI, Workday, Vena, etc), ensuring alignment with business needs, and maintaining data integrity. Support financial components of business cases. Define and track meaningful metrics to support decision-making. Partner with other Financial Analysts to contribute to annual budget. Perform other ad hoc reporting and duties as assigned. Supervisory Responsibilities:N/A Qualifications (Knowledge, Skills, and Abilities) To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Excellent data analysis skills with a focus on problem solving. Flexible and positive in a fast-paced and ever-changing environment. Advanced computer skills, specifically in Excel and PowerPoint. Strong organizational and time management skills. Strong written and verbal communication skills with the ability to articulate financial results & issues to management and non-financial audiences. Perform tasks with a high level of confidentiality. Strong analytical and financial modeling skills Self-starter and highly motivated. Works well in teams. Working knowledge of GAAP. Displays optimism, energy, and enthusiasm Must demonstrate good judgement when carrying out duties as assigned. Education and/or Experience Bachelor's degree in business with an emphasis in Accounting or Finance, MBA or CPA preferred. Minimum 2 years of relevant experience. Experience with budgeting. Experience with PowerBI, and/or Microsoft D365 a plus. Language Skills English is required as the written and spoken language. This job requires frequent communication with personnel in other CDI locations. Certificates, Licenses, Registrations Advanced certification in finance or accounting preferred. CPA preferred. Driving Requirements: N/A Equipment Personal protective equipment including, but not limited to hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees will be subject temperatures associated with an air-cooled room. Proper lifting techniques must be employed at all times. ADA/FEHA The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California's Fair Employment and Housing Act. EEO The Company is an equal employment opportunity employer. Physical Demands The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization. Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork,answer emails, etc. Lifting/Carrying: May lift boxes weighing 20 pounds on an occasional basis. Pushing/Pulling: Some pushing or pulling is required on an occasional basis. Bending/Stooping: Bends and stoops on an occasional basis. Squatting/Kneeling/Crawling: May squat or kneel on an occasional basis. Twisting/Turning: Assumes any combination of these positions on an occasional bas. Climbing/Balancing: May go up and down stairs on an occasional basis. Reaching: Reaches at or above shoulder level on an occasional basis. Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.

Primary Accountability The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports. Description of Primary Responsibilities Responsible for preparing the annual operating and capital budgets. Coordinates activities for formulation, monitoring and presentation of budgets. Prepares budgets based on statistical studies and analysis of past and current years. Conducts follow-up analysis comparing projected budget analysis with actual performance. Responsible for preparing documents and reports for federal, state and local government agencies. Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.) Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities. Participates in the audit process as required by federal, state, or local agencies Assists in the month-end and year-end close activities and reporting. Reviews journal entries. Analyzes account balance variances to assess accuracy of general ledger. Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation. Prepares schedules and analysis for the annual financial audit.Performs detailed analysis to assist with internal decision-making. and year-end close activities and reporting. Performs detailed analysis to assist with internal decision-making. Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties. Prepares profitability and feasibility studies to access new opportunities for the organization. Assembles and summarizes data, presents findings, and makes recommendations to management. Performs detailed analysis to assist with internal decision-making Performs other duties as assigned. Description of Primary Attributes Professional & Technical Knowledge: Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and; Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred. Technical Skills: Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents. Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks. Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements. Licenses & Certifications: None required. Communications Skills: Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation. Duties require preparation and execution of presentations to large groups. Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds. Pay Scale: Min Salary Rate: $71,552.23 Max Salary Rate: $114,483.56

Industry: Accounting / Auditing Job Category: Finance / Accounting - Financial Planning / Advising Compensation Base Salary - USD $85,000 to $95,000 Full-time Benefits - Full Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details 7+ to 10 years experience Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally Security Clearance Required: No Visa Candidate Considered: No Job Duties and Responsibilities: Provide month end support under tight deadlines as well as year-end accounting closing activities. Backup accounts receivable, accounts payable, and invoicing functions. Ensures financial statements are accurately stated before closing the accounting period. Perform general ledger reconciliations and account analysis. Perform sales revenue by state as needed by the tax dept. Responsible for assisting the integrity of the closing process for Oracle and JDE systems. Prepare and ensure that all journal entries are prepared in accordance with GAAP and company policy. Assist with gathering data to help support with the forecast and the budget. Generate reports and analysis on both the P&L and balance sheet daily and weekly and track that against the forecast. Provide analytical support in order to help drive business decisions: Product Margin Analysis, Working Capital Assessment, Risks & Opportunities, etc. Support the financial forecasting, annual planning and bridging activities. Gathering data and preparing reports for key personnel as requested. Complete company self-assessment testing for compliance adherence. Assist with analysis and reporting from corporate productivity tracker. Basic Qualifications: Bachelors degree in finance or accounting from an accredited institution. 5 years of experience in Finance or Accounting. Experience in manufacturing environment. Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at time of hire. Visa sponsorship is not available for this position. Ideal Candidate Manufacturing experience is needed-this is non negotiable Bachelors degree in accounting and Finance-We will not consider other degrees Excel skills-Hyperion is preferred-macros Needs to work in early in the morning. Need a 6 AM start time and cant guarantee that they will be done after 8 hours. (9hours a day is the norm right now until the Heavy in compliance reporting-internal audit experience is preferred or good to have JD Edwards experience will be at the top of the list Oracle is used as well. Succession plan position. Will move into a management position after a period of time-No direct reports right now.

Job Description *Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: Are Scrappy Obsessively Serve Live Stronger United Believe Excellence Wins In addition, you will be a resource to the senior advisors, delivering a unique client experience through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. You will sit in on client meetings with the franchise advisor. This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. You'll be provided with plenty of opportunities for growth, including full or senior advisor roles. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned. Job Duties Prepare for client meetings focused on planning discussions Perform case analysis and develop recommendations that will fit the client's risk tolerance, goals, and time frame Conduct and/or participate with senior advisors in client meetings to present recommendations and deliver advice Answer client questions as it relates to servicing their accounts Conduct transactions on behalf of clients Implement key marketing activities Assign and delegate work to other practice team members when appropriate Support the growth of the practice and perform other duties as assigned Key Traits of a Successful Financial Advisor Ability to meet with clients and present planning strategies Ability to source prospective clients High level of interpersonal skills Initiative in business development Entrepreneurial perspective and desire to grow the business Ability to recommend suitable investment products and services Success at planning and managing resources Ability to adhere to rules and regulations Positive attitude and sincere willingness to constantly learn and grow Required Qualifications 2+ years of similar experience preferred Fully licensed, including Series 7, Series 66, and State Life, Accident and Health Job Type: Full-time Pay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits

Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies." Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: * Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. * Meet with clients to establish financial goals and communicate the VFG investment beliefs. * Attend new client appointments and second closing meetings with President as assigned. * Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. * Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. * Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. * Maintain the highest level of confidentiality with all information obtained. * Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. * Participate in weekly staff meeting. * On occasion, professionally represent VFG at community events. * Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: * Bachelor's Degree or equivalent work experience/licensure preferred. * Ability to present and communicate ideas and concepts in public and private, verbally and in writing. * Demonstrated accuracy and thoroughness to ensure the highest quality of work. * Ability to demonstrate a positive customer service attitude and good personal skills. * Experience using Microsoft Office and internet. * Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. * Excellent problem solving, strong organizational and communication skills. * Strong analytical skills and attention to detail. Required: * FINRA Series 7 and Series 66 licensure or CFP designation Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

JobID: 210698262 JobSchedule: Full time JobShift: Base Pay/Salary: Fresno,CA $70,320.00 - $70,320.00; Bakersfield,CA $70,320.00 - $70,320.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job DescriptionJob Title: Financial Analyst - Pricing & TaxAbout the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000