Finance consultant jobs in Santa Barbara, CA - 64 jobs

Job DescriptionDescription: Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Learn and master investment philosophy and evidence-based investing. Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings Create and update financial plans using MoneyGuide Planning Software Support day-to-day client needs and collaborates with team members Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews Maintain Redtail CRM by updating notes and contact information Provide operational support Interact with back-office support to facilitate completion of forms and account creation What we look for: 1+ years of financial services experience Core knowledge of financial industry, financial products, and financial planning concepts Bachelor's Degree Series 65 is required within 120 days of employment. Clean U4 Progress towards, ambition to attain CFP preferred, other financial certifications/licensing helpful Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise. Strong attention to detail and accuracy Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus Self-motivated with the ability to work independently Coachable, resourceful, and team player are some of your attributes Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education Requirements:

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 Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients towards their short and long-term financial aspirations. Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios. Educate Participants: Provide financial planning and education to retirement plan participants. Build Networks: Develop relationships with referral sources, centers of influence, and external partners. Travel: Be prepared to travel as needed. Qualifications Education: 4-year college degree preferred but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential. Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL). Compensation Long term and unlimited based on production! To start, salary range $90,000 to $100,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry - including equity ownership. Come build your business within the CAPTRUST framework! Also interested in advisors with books of business and willing to grow. Compensation relative to experience. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date. #excutive

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.

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. * 9 out of 10 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

**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.

Requirements Bachelor's degree in finance, business administration, or related field 4+ years of finance/accounting experience Strong understanding and practical application of Generally Accepted Accounting Principles and industry standard practices Experience producing cost proposals and supporting information for various types of contracts (CPFF, T&M, FFP) Must be detail-oriented and capable of communicating effectively across varying project teams and all levels of management Earned Value Management System (EVMS) experience preferred WE OFFER AN EXCEPTIONAL EMPLOYEE BENEFITS PACKAGE! Competitive Industry Pay 100% Employer-Paid Medical Insurance Premium HSA with Employer Contributions Dental and Vision Coverage Options Paid Holidays Paid Vacation and Sick leave Company Funded 401(k) and Profit Sharing Plans Employee Stock Ownership Plan (ESOP) Life and Disability Insurance Paid Parental Leave Discretionary Bonus Eligibility The annual pay range for the Financial Analyst position is $90,000 to $150,000. The posted pay range values provide the candidate with guidance on annual base compensation for the position, at a full time level of effort, exclusive of overtime, bonus, and benefits-related compensation, over a range of qualifications that may fit hiring objectives. Toyon Research Corporation will consider the individual candidate's education, work experience, applicable knowledge, skills and training, among other factors, when preparing an offer of employment. Pay Transparency Nondiscrimination Provision Equal Opportunity Employer including Disability and Veterans Applicant Privacy Notice Learn more about our company in our latest video, We are Toyon. The application window for this posting will remain open until the position is filled. Ref #2630-N

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. 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. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. 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. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. 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 $179 billion in assets under management/advisement (as of 12/31/23). 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. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. 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. 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.

Description We are looking for a skilled Financial Analyst to join our team on a long-term contract basis in Goleta, California. In this role, you will provide critical financial insights and analysis to support business decision-making. Your expertise in financial modeling and data analysis will play a key role in driving success for our organization. Responsibilities: - Create detailed financial models to support budgeting, forecasting, and strategic planning processes. - Analyze financial data and trends to provide meaningful insights and recommendations. - Conduct ad hoc financial analyses to address specific business questions and challenges. - Perform variance analysis to identify discrepancies and provide actionable solutions. - Utilize data mining techniques to extract valuable information from complex datasets. - Collaborate with cross-functional teams to ensure alignment on financial objectives and outcomes. - Prepare comprehensive reports and presentations to communicate findings to stakeholders. - Continuously refine financial processes to improve efficiency and accuracy. - Monitor key performance indicators and track financial progress against objectives. Requirements - Proven experience in financial analysis and modeling. - Strong proficiency in variance analysis and ad hoc financial reporting. - Demonstrated ability to use data mining techniques effectively. - Advanced knowledge of Excel and other financial analysis tools. - Excellent problem-solving and critical-thinking skills. - Ability to communicate complex financial concepts clearly to non-financial stakeholders. - Bachelor's degree in Finance, Accounting, or a related field. - Detail-oriented with a commitment to accuracy and high-quality work. 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) .

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Arroyo Grande - 200 W Branch St (CA0268), US - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Goleta - 5892 Calle Real (CA6118), US - CA - Moorpark - 730 New Los Angeles Ave (CA7132), US - CA - Newbury Park - 2345 Borchard Rd - NEWBURY PARK BC (CA6133), US - CA - Ojai - 205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA - Oxnard - 1855 N Oxnard Blvd - OXNARD MAIN OFFICE (CA6152), US - CA - San Luis Obispo - 1102 Higuera St - San Luis Obispo FC (CA0274), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Maria - 300 Town Ctr E (CA0264), US - CA - Santa Paula - 715 E Main St - SANTA PAULA BC (CA6105), US - CA - Thousand Oaks - 1440 N Moorpark Rd - THOUSAND OAKS BC (CA6149), US - CA - Ventura - 1130 S Victoria Ave - Ventura Main (CA6101) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

This position is located within Ventura County Health Care Agency Ambulatory Care department, which is a system of primary and specialty care medical clinics located throughout Ventura County. In alignment with the Ventura County Health Care Agency's mission, Ambulatory Care is dedicated to setting the standard in health care excellence. Under the general direction of the Administrative Services Director, the Clinic Financial Analyst role will be proficient in extracting, manipulating, and analyzing financial and operational data, but also have a proven track record of preparing comprehensive fiscal and budget reports, developing critical Key Performance Indicators (KPIs), and performing detailed service line analysis as well as pro forma development to inform leadership decisions. WHAT WE OFFER The County of Ventura offers an attractive compensation and benefits package. In addition to the annual salary, an employee within these positions may also be eligible for the following: * Bilingual Incentive - Incumbents may be eligible for bilingual incentive depending upon operational needs and certification of skill. * Educational Incentive - Incumbents may also be eligible for an educational incentive of 2.5% for completion of an associate degree, 3.5% for completion of a bachelor's degree, or 5% for completion of a graduate degree for educational attainments not specifically required by the position. * Deferred Compensation - Eligible to participate in the County's 401(k) Shared Savings Plan and/or the Section 457 Plan. * Health Plans - Full-time employees are afforded a flexible credit allowance for purchasing medical, dental, and/or vision insurance from a group of authorized plans. * Flexible Spending Accounts - Choice of participation in the Flexible Spending Accounts which increase spending power through reimbursement of pre-tax dollars for IRS approved dependent care and health care expenses. * Pension Plan - Both the County and employees contribute to the County's Retirement Plan and to Social Security. If eligible, reciprocity may be established with other public retirement systems, such as PERS. * Holidays - 12 paid days per year which includes a scheduled floating holiday. PAYROLL TITLES and APPROXIMATE SALARIES: Program Administrator I: $2,771.07 - $3,879.87 biweekly Program Administrator II: $3,103.84 - $4,345.81 biweekly AGENCY/DEPARTMENT: Health Care Agency - Ambulatory Care Program Administrator I/II are Management/Confidential classifications and are not eligible for overtime compensation. Incumbents in these classifications are eligible for benefits at the MB4 level. The eligible list established from this recruitment may be used to fill current and future Regular (including Temporary and Fixed-Term), Intermittent, and Extra-Help vacancies. There is currently one (1) Regular vacancy. TENTATIVE SCHEDULE OPENING DATE: October 21, 2025 CLOSING DATE: Continuous and may close at any time; therefore, the schedule for the remainder of the process will depend upon when we receive a sufficient number of qualified applications to meet business needs. It is to your advantage to apply as soon as possible. (Previously: November 4, 2025 at 5:00 p.m.) Duties may include, but are not limited to the following: * Executes data extractions from electronic health record databases (i.e. Cerner) for completion of data analysis to establish key performance indicators (KPIs), service line analysis, pro forma, and other fiscal and budget reporting needs. * Prepares required reports; compiles and analyzes financial information and statistical data to improve fiscal operations, identify program needs and/or change service delivery methods. * Plans, organizes, coordinates, and implements financial operational improvements within the Ambulatory Care Clinics. * Confers with managers on policy matters and work problems; interprets policies and procedures and explains their application within the financial context for the Ambulatory Care Clinics. * Enhances financial operational systems and manages conformance in daily operation; designs financial tools and implements methods to monitor financial performance improvement. * Represents the County in contacts with other governmental or community agencies and/or the public; confers and cooperates with others on policies and procedures as well as organizational, personnel, budget and operational issues with regards to the Ambulatory Care department. * Performs other duties as required. Any combination of education and/or experience that would provide the required knowledge, skills, and abilities. This can be demonstrated by: Bachelor's degree in finance, health care, business administration or related field and Program Administrator I: Three (3) years of recent experience in fiscal management in private or public sector, which includes at least two (2) years in a healthcare setting. Program Administrator II: Four (4) years of recent experience in fiscal management in private or public sector, which includes at least two (2) years in a healthcare setting. Necessary Special Requirements Advanced skill level in Excel Desired * Experience with Power BI, Tableau and/or similar products Knowledge, Skills, and Abilities: Working knowledge of: * The principles and techniques of program management, * budgetary preparation and analysis, * fiscal management, * organization and staffing, * administrative application of data processing, * public relations, * personnel administration as applicable to allocated level and program, and * principal techniques and methods applicable to developing ProForma financial statements, services line and other fiscal analysis programs. Ability to: * analyze administrative and fiscal problems, * prepare a variety of reports and recommendations, and * speak effectively in public. Continuous and may close at any time; therefore, the schedule for the remainder of the process will depend upon when we receive a sufficient number of qualified applications to meet business needs. It is to your advantage to apply as soon as possible. (Previously: November 4, 2025 at 5:00 p.m.) To apply on-line refer to web site: ********************* If you prefer to fill out a paper application form, please call **************, for application materials and submit them to County of Ventura Human Resources, Health Care Agency, 646 County Square Dr., Ventura, CA 93009. INFORMATION FOR TRANSFER CANDIDATES If presently permanently employed in another "merit" or "civil service" public agency/entity in the same or substantively similar position as is advertised, and if appointed to that position by successful performance in a "merit" or "civil service" style examination, then appointment by "Lateral Transfer" may be possible. If interested, please click here for additional information. APPLICATION EVALUATION - qualifying: All applications will be reviewed to determine whether or not the stated requirements are met. Those individuals meeting the stated requirements will be invited to continue to the next step in the screening and selection process. SUPPLEMENTAL QUESTIONNAIRE - qualifying: All applicants are required to complete and submit the questionnaire for this examination at the time of filing. The supplemental questionnaire may be used throughout the examination process to assist in determining each applicant's qualifications and acceptability for the position. Failure to complete and submit the questionnaire may result in the application being removed from consideration. TRAINING & EXPERIENCE EVALUATION: A Training and Experience Evaluation (T&E) is a structured evaluation of the job application materials submitted by a candidate, including the written responses to the supplemental questionnaire. The T&E is NOT a determination of whether the candidate meets the stated requirements; rather, the T&E is one method for determining who are the better qualified among those who have shown that they meet the stated requirements. In a T&E, applications are either scored or rank ordered according to criteria that most closely meet the business needs of the department. Candidates are typically scored/ranked in relation to one another; consequently, when the pool of candidates is exceptionally strong, many qualified candidates may receive a score or rank which is moderate or even low resulting in them not being advanced in the process. It is highly recommended that the supplemental questions within the application are completed with care and diligence. Responses such as "See Resume" or "Refer to Resume" are not acceptable and may disqualify an applicant from further evaluation. ORAL EXAMINATION - 100%: A job-related oral examination may be conducted to evaluate and compare participating examinees' knowledge, skills, and abilities in relation to those factors which job analysis has determined to be essential for successful performance of the job. Examinees must earn a score of seventy percent (70%) or higher to qualify for placement on the eligible list. NOTE: The selection process may consist of an Oral Exam, which may be preceded or replaced with the score from a Training and Experience Evaluation (T&E), contingent upon the size and quality of the candidate pool. In a typical T&E, your training and experience are evaluated in relation to the background, experience and factors identified for successful job performance during a job analysis. For this reason, it is recommended that your application materials clearly show your relevant background and specialized knowledge, skills, and abilities. It is also highly recommended that the supplemental questions within the application are completed with care and diligence. Responses such as "See Resume" or "Refer to Resume" are not acceptable and may disqualify an applicant from further evaluation. If there are three (3) or fewer qualified applicants, a T&E or an Oral Examination will not be conducted. Instead, a score of seventy percent (70%) will be assigned to each application, and each applicant will be placed on the eligible list. Applicants successfully completing the exam process may be placed on an eligible list for a period of one (1) year. BACKGROUND INVESTIGATION A thorough pre-employment, post-offer background investigation, which may include inquiry into past employment, education, criminal background information and driving record, may be required for this position. EQUAL EMPLOYMENT OPPORTUNITY The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation. For more information about this recruitment, please contact Rhiannon Flores by e-mail at ********************************* or by telephone at **************.

**About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. + Deepening existing relationships and developing new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team approach. + Working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate clients and prospects about a wide range of issues and potential problems that are important to their wellbeing. + Where appropriate, coordinate the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. + May be asked to coach, mentor, or train others and teach coursework as subject matter expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes personal initiative and is a positive example for others to emulate. + Embraces our vision to become "Business Bank of Choice" + May perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and wealth management, required. + Excellent relationship management, networking, and business development skills. + Extraordinary talent for driving business. + Ability to serve as a subject matter expert in Estate planning and taxation. + Extensive knowledge of Columbia Banking, Trust Services, Taxation planning, Asset Allocation concepts and Investment related products and services. + Ability to partner with colleagues to identify and service unique clients' needs. + Well-developed analytical and problem-solving skills. + Excellent writing, speaking, and presentation skills. + Ability to make critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel The pay range for this role is $100,000.00 to $180,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. **Evergreen:** This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations. **Our Benefits:** We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. **Our Commitment to Diversity:** Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ (**********************) . **To Staffing and Recruiting Agencies:** Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Finance Analyst Job Description: The Finance Analyst is responsible for managing and analyzing financial data to support the companys financial decision-making processes. The role involves preparing financial reports, performing variance analysis, forecasting financial trends, and providing recommendations to enhance business performance. Key Responsibilities: Financial Analysis & Reporting: Analyze financial statements (income statement, balance sheet, cash flow) to assess the companys financial health. Prepare monthly, quarterly, and annual financial reports and presentations. Conduct variance analysis to identify discrepancies between actual performance and forecasted data. Forecasting & Budgeting: Assist in preparing annual budgets and financial forecasts. Track and evaluate financial performance against budgets and forecasts, providing insights for corrective actions. Develop financial models to forecast future financial outcomes. Data Management & Interpretation: Gather, organize, and validate financial data from various sources. Provide detailed financial analysis to support business strategies and investment decisions. Assist in evaluating new business opportunities, projects, and investments. Risk Management: Identify and analyze financial risks and recommend strategies to mitigate them. Support senior management in making informed decisions by providing accurate financial data. Compliance & Regulation: Ensure financial reporting complies with company policies and relevant financial regulations. Support audits and other financial reviews. Process Improvement: Recommend improvements to internal financial processes and systems to increase efficiency and accuracy. Monitor and track financial performance metrics to suggest actionable improvements. Required Qualifications: Bachelors degree in Finance, Accounting, Economics, or related field (Master's preferred). Proven experience (typically 2+ years) in financial analysis, accounting, or a similar role. Strong knowledge of financial modeling and reporting tools (e.g., Excel, financial software). Solid understanding of financial regulations, accounting principles, and financial analysis techniques. Ability to work with large data sets and derive actionable insights. Strong attention to detail and analytical skills. Skills & Competencies: Analytical thinking and problem-solving skills. Excellent communication skills to present findings to senior management. Proficiency in Microsoft Excel, PowerPoint, and financial analysis tools. Time management and the ability to meet deadlines. High level of integrity and ability to maintain confidentiality. Preferred Skills: Experience with financial software like SAP, Oracle, or QuickBooks. Certification (e.g., CFA, CPA) is a plus.

About the role: We are looking for a high impact FP&A Analyst to help scale our financial planning, forecasting, and decision support capabilities as the business grows. This role sits at the intersection of finance, strategy, and operations and will partner closely with leaders across the company to drive insight, accountability, and disciplined growth. The ideal candidate is analytical, business minded, and comfortable operating in an evolving, fast-paced startup environment. This role will play a key part in shaping how financial insight drives execution as the company continues to scale. You'll have visibility into the full business, meaningful ownership, and the opportunity to grow alongside a high performing finance team. What you'll do: * Build P&L/department level quarterly forecasts * Review month end budget variances and work cross functionally with department leads to dig into variance drivers and segment based margin analytics * Be the 'go-to' financial resource for strategic and analytical financial requests * Own and evolve core financial models, forecasts, and budgets to support short and long term planning * Develop clear, actionable financial and operational insights for leadership and cross functional partners * Partner with teams across the business to support planning, performance tracking, and decision making * Analyze trends, variances, and key drivers to help explain business performance and inform next steps * Support strategic initiatives through scenario modeling, ROI analysis, and ad hoc analysis * Build and maintain reporting frameworks, dashboards, and KPIs that scale with the company * Help improve financial processes, data quality, and tooling as the organization matures * Contribute to executive, board, and investor-level materials as needed * Act as a thought partner to finance leadership on ways to improve visibility, rigor, and execution What you need to have: * 2-4 years experience in FP&A, strategic finance, investment banking, or similar * Expert Excel modeling and analytical skills with ability to translate data into insights * Experience working cross functionally in a high growth / ambiguous environment * High ownership mindset with the ability to operate independently Bonus points for: * Experience in a venture backed startup or fast scaling environment * Exposure to SaaS, marketplace, or operations heavy business models * SQL expertise * Able to work in person at HQ Ventura What's in it for you: * You will have the opportunity to work for a fast-growing start-up on a diverse team where you can make a huge impact by doing meaningful work. * Significant and meaningful responsibilities from Day 1. The possibilities are limitless and depend on you. * Work in a remote environment with a flexible schedule. We don't micromanage and want to help you do great work. * There is no work/life-there is only life and want your time at Curri to be life-giving and foster the best version of you. We care about family and your own personal development and don't expect you to be always engaged with work * We offer competitive pay, and benefits including, but not limited to, health, dental, vision, and 401K. Who are we? We are Curri and our mission is to be the way the world delivers construction and industrial supplies. Curri provides on-demand, last-mile logistics for construction and adjacent industries with our nationwide fleet of cars, trucks, and flatbeds. Curri was founded in 2018 and was a part of the YC S19 Batch. We are a fast-growing start-up with over 100+ employees located all across the United States working in a remote environment. We're solving a massive, global problem of inefficiency in the construction industry. Find out more at *************

We are seeking a Risk Analyst to monitor and investigate merchant's processing activities, offer customer support to our active merchants, and conduct investigations regularly to ensure risk is managed and activity is compliant. Why PayJunction? PayJunction is relentless and emphatical about helping others. We exist to drive the success of our partners. Specifically, the developers who connect to us, businesses who process payments through us, and all of our team members who work with us at PayJunction. We believe dreams inspire people to start a business, and others to partner with them. While building dreams, entrepreneurs and business professionals will face many challenges along the way. We believe great partners can make all the difference. We are your dream partner. Your success is our success. Our dream is to help you realize yours. We exist to drive the success of our partners. We do this by fundamentally changing the way you transact with others. We just happen to make great payment systems. If you love helping others succeed, in a culture that celebrates perfecting your craft, consider partnering with us. Location PayJunction takes a Flex First approach to work environments. This means that our team members can choose to work from our Santa Barbara office or remotely from home. We ensure that everyone has the resources and equipment to work where they feel most productive. We trust our teams to make the best decision for their work environment. All PayJunction employees must reside in one of the following states: CA, CO, CT, GA, IL, MA, MN, NY, TX. Mission Our Risk/Underwriting team's mission is to assess the risk (credit, fraud, compliance) of a merchant customer (new, existing) and make sound decisions that support the company's growth while minimizing exposure effectively and efficiently. Vision Our Risk/Underwriting team's vision is to become a leading merchant services underwriting & risk team that proactively identifies and manages risks, empowers growth, and delivers value to PayJunction and its partners through sound and efficient decision-making. Responsibilities Risk Monitoring and Investigation: Utilize risk tools to monitor and investigate merchant processing activities, respond to customer inquiries, and verify transactions. Maintain a quality assurance rate of 95%+ in audit activities, detect and prevent fraud, and analyze transaction data for risk assessment. Documentation and Reporting: Concisely document risk assessment findings, maintain accurate investigation records, and prepare clear summaries. SLA Management: Maintain phone coverage during core hours and ensure underwriting reviews are completed within stated policies. Ensure compliance with various alert / ticket SLA (set by ticket type). Loss Mitigation: Collaborate with the team to keep annual losses are within plan Collaboration and Support: Collaborate with internal teams to support merchant success. Stay current on industry trends. Compliance Management: Ensure merchant adherence to regulatory requirements, company policies, and bank guidelines. Additional Responsibilities: Perform merchant account maintenance tasks. Provide support to the Credit team on merchant account reviews and underwriting. Qualifications Bachelor's degree required - field of study in accounting, economics or finance preferred Minimum 2 years experience in fraud prevention or risk management, with at least 1 year spent in the merchant services/payments industry Experience working with various transaction & risk monitoring tools/systems Experience using LexisNexis or a comparable tool to conduct KYC/KYB searches for business and signer information Strong math skills for financial analysis, risk exposure calculation, processing trend evaluation, and assessing merchant risk profiles Proficiency in Microsoft Excel for organizing and analyzing data from various sources, including financial statements, merchant processing statements, and bank statements Detail oriented coupled with a high level of curiosity and risk awareness Solid written and verbal communication skills Able to juggle multiple tasks and deliver consistent high performance Ideally able to work an 8 am - 5 pm PT, Monday - Friday schedule About PayJunction Founded in 2000 by three UCSB graduates, PayJunction has grown from a bootstrapped startup to a recognized and respected leader in the payments industry. PayJunction processes more than $12 billion dollars annually for thousands of businesses with solutions that make it easy to accept credit and debit card payments in-store, online, and on-the-go. Our people-first culture values long-term relationships over short-term profits. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired, and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive friends who are committed to your growth. Total Rewards Plan Health, dental, and vision paid 100% by company for you and your dependents 401k with 6% match FSA and Dependent Care FSA Long-term & short-term disability coverage for you paid 100% by company 8 paid company holidays per year 2 paid floating holidays per year 1 paid volunteer day per year Paid Time Off Home office equipment stipend Annual Learning Stipend Quarterly “fun budgets” for team bonding events Opportunity to be part of a company that is changing a whole industry Opportunity for growth within the company Opportunity for remote, in-office, or hybrid work Office Environment The opportunity to choose the work environment that best suits you - remote, in-office, or hybrid. All remote & hybrid team members can enjoy: Company-provided equipment for your home office An equipment allowance for home office essentials The opportunity to work at one of Glassdoor's Top 30 Best Places to Work in the US, 2020! Those who choose to come into the office can look forward to: Bright and open offices in downtown Santa Barbara Stocked snack kitchens Collaborative work spaces with Herman Miller chairs, height-adjustable desks, and a large 32-inch monitors Dog-friendly office Company Values Build the Dream Put People First Value Long Term Relationships Over Short Term Profit Make it Simple Be Data Driven Own It The base salary range for this role is $27 - $30/hour, supplemented by an additional performance-based variable bonus. Actual base salary offered will vary depending on factors including but not limited to: location, education, experience, skills and qualifications. PayJunction is an equal opportunity employer. We strive to create a work environment where people from all backgrounds and identities thrive. We firmly believe that more diversity and inclusion in our workforce creates a stronger team, product, and culture. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. PayJunction reserves the right to conduct background and/or credit checks on all of its potential employees.

Edwards Label is a rapidly growing, innovative packaging printer specializing in pressure-sensitive labels and flexible packaging for retail, commercial, and industrial markets. Known for our quick turnaround times, ingenuity, and unmatched customer service, we're a trusted partner for clients across multiple industries. As an employer, Edwards Label fosters a collaborative, team-driven culture that empowers employees to grow and reach their full potential. We operate in a unique niche of the printing industry and are committed to training and promoting from within to support long-term career success. We also offer a comprehensive benefits package that includes: 401(k) Medical, dental, and vision insurance Paid holidays and vacation Opportunities for advancement and internal promotion. For more information about our company, please visit our website: ********************* Job Description Job Summary The Cost Analyst evaluates production costs, labor efficiency, material usage, and overhead to improve cost accuracy and support better business decisions. This role works closely with Order Engineering, Estimating, Production, the Controller, the CEO, and the President to strengthen quoting inputs and identify cost saving opportunities across the company. What You Will Do Collect and analyze cost data related to labor, materials, scrap, overhead, and production efficiency. Prepare cost reports, dashboards, and monthly variance analyses and support budgeting, forecasting, and month end close. Maintain and update cost models and standard costs and provide cost feedback to Estimating to improve quoting accuracy. Review cost variances with cross functional teams and explain material, labor, and overhead differences. Track material pricing changes, supplier fluctuations, and component usage and communicate cost impacts. Analyze scrap, waste, yield, and equipment efficiency and report cost implications to leadership. Develop cost models for new products, materials, and customer requirements. Review cost data from Production, Order Engineering, and Procurement to confirm costing accuracy. Support month end reconciliation by validating cost data and reviewing cost impacts. Participate in cost deviation reviews, root cause analysis, and process improvement initiatives. Prepare profitability and margin analysis by customer, product line, or material group. Build and maintain cost tracking dashboards and validate cost data in ERP systems. Work directly with the CEO and President on cost saving opportunities across Ventura and Skokie and support improvements in the estimating process. Provide cost awareness support or training to teams involved in quoting and production planning. Maintain accurate cost documentation and prepare reports and summaries for leadership. Knowledge and Skills Strong understanding of standard costing, variance analysis, and inventory costing. Ability to analyze cost trends and understand how materials, labor, and overhead affect total cost. Strong analytical, problem solving, and data interpretation skills. Clear written and verbal communication skills. High attention to detail and strong time management. Ability to adapt to changes in production and material pricing. Ability to communicate findings clearly and support leadership decision making. Strong confidentiality, accountability, and ethical judgment. Physical Requirements Sit for long periods while working on a computer. Stand or walk during production reviews. Lift or move office documents or materials up to 20 pounds. Perform repetitive typing or data entry. Maintain near vision for reviewing spreadsheets and cost data. Work Environment Office space inside an active manufacturing facility. Requires walking through production areas with moderate to loud noise. Exposure to temperature changes, dust, dirt, fumes, or odors near manufacturing areas. Chemicals may be present that the State of California identifies as potential causes of cancer or reproductive harm. Must follow all plant safety rules and posted warnings. Qualifications Bachelor's degree in Finance, Accounting, Business Administration, or related field. Two to five years of experience in cost accounting or manufacturing financial analysis. Experience using ERP or cost accounting systems. Strong Excel skills including pivot tables, lookups, and financial modeling. Experience working with production, engineering, or estimating teams is preferred. CPA or CMA is preferred but not required. Additional Information Edwards Label is an Equal Opportunity Employer. Equal access to programs, services and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. Work Environment Fast-paced, production-driven environment with moderate to loud noise levels. Frequent standing, bending, and lifting up to 35 lbs unassisted (and up to 40 lbs with equipment or assistance). Exposure to inks, solvents, and chemicals in accordance with OSHA and Illinois safety standards. Chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm may be present at the worksite. In accordance with OSHA and Illinois safety regulations, employees must follow all Hazard Communication and SDS procedures. ⏰ Overtime Policy Overtime authorization is required in advance. Repeated refusal to work overtime or working overtime without prior approval is considered a violation of company policy.

Senior Financial Analyst Reports To: Controller Company Size: $500M-$750M Annual Revenue Industry: Pharmaceuticals | Government Contracting | Repackaging & Wholesale Distribution Company Overview Built on strong core values, our mission is simple: to improve health and the quality of care of the patients we serve. GSMS is the leading provider of generic pharmaceuticals to the US Federal Healthcare system, representing the largest portfolio of VA and DoD National Contract awards. the generic pharmaceuticals distributed to the U.S. Department of Veterans Affairs and the Department of Defense. The Senior Financial Analyst supports financial planning, reporting, and decision-making across the organization. This role delivers insight into business performance through forecasting, modeling, variance analysis, and management reporting. The analyst partners closely with accounting, operations, procurement, commercial and leadership to improve profitability, working capital, and operational efficiency. Key Responsibilities Financial Planning & Analysis Support monthly, quarterly, and annual budgeting and forecasting processes, including revenue, margin, and operating expenses. Develop and maintain financial models for forecasting, scenario analysis, and investment evaluation. Perform variance analysis on actual results versus forecast and budget, identifying key drivers. Support the month-end actual vs. budget reporting process, collaborating with department managers Manage data inputs and models within the Acterys FP&A platform. Develop KPI dashboards, monthly reporting packages, and ad hoc analyses. Assist with automation and process improvements in reporting and analytics. Operational & Strategic Support Analyze expense trends, logistics costs, and supplier performance in partnership with operations and procurement. Support capital expenditure and ROI analysis. Identify margin improvement opportunities and cost efficiencies. Collaborate with accounting and IT to ensure data accuracy and system integrity. Provide analytical support for strategic initiatives, including acquisitions, system implementations, and process improvements. Qualifications Education Bachelor's degree in Finance, Accounting, or Economics. Experience 3-5 years of experience in financial, FP&A, or accounting. Experience in consumer products, retail, wholesale distribution, manufacturing, or supply-chain-driven businesses preferred (>$300M revenue) preferred. Strong understanding of financial statements, inventory and cost accounting, and margin analysis. Experience with FP&A systems and data visualization tools (e.g., Acterys, Power BI, Tableau) preferred. Skills Advanced Excel and financial modeling capabilities. Strong analytical and business judgment skills. Clear written and verbal communication. Detail-oriented, organized, and proactive. Ability to manage multiple priorities in a fast-paced environment. Performance Measures Forecast accuracy and timeliness of reporting. Quality and clarity of financial and variance analysis. Impact on margin improvement and cost optimization. Contribution to reporting automation and process enhancements. Effectiveness of cross-functional collaboration. The hiring range for this position in Camarillo, CA is $65,000 to $85,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills and experience among other factors. A bonus may be provided as part of the compensation package, in addition to a full range of other health and welfare benefits.

Job Description As a Member Financial Specialist, you'll help UNIFY's credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will Listen to understand members' needs. Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.). Provide solutions based on training and available resources. Build upon concepts and become a trusted expert. Have passion to help and compassion to understand. Work in various platforms within the branch. What you will get from us: Competitive pay: Base wage starts at $25 per hour. A clearly defined career path with promotion opportunities based on your performance. Three weeks of job-preparedness training A leadership team committed to motivation and a positive environment. A culture of inclusivity, belonging and fairness Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives What we need from you: Passion for helping people and an empathetic ear to our member's needs. Thirst for knowledge and desire to grow. Ability to build relationships with credit union members and teammates. Willingness to make outbound follow-up calls to credit union members. Ability to change in daily tasks, procedures, and workspace. High school diploma or equivalent Computer experience, including ability to type documentation while listening and engaging. ____________________________________________________________________ Overview: UNIFY Financial Credit Union is one of the nation's largest 100 credit unions with a reputation for being financially sound and growth-oriented. We're expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS's will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis. Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting. Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans. Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines. Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines. Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members' future needs by conducting financial needs analysis. Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results. Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales. Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards. May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business. Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately. Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed. Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements. Participates in the opening and closing of the branch and may oversee operations in the absence of the manager. Is an advocate and subject matter expert on digital banking options for members. Becomes a Notary Public to service member needs. Performs other duties, as assigned. Required Skills: Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs. Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs. Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service. Strong customer/member service skills. Ability to analyze member's financial needs and provide related information and/or data to demonstrate the benefits. Work under intensive and competing deadlines. Qualifications: Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution. Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications. Requires lending certification or the willingness and aptitude to gain certification within three months of hire Requires Notary Certification or the willingness and aptitude to gain certification within three months of hire See the UNIFY Difference! At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical, Prescription, Dental, Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts 401(K) Plan with employer match Education reimbursement for approved programs Banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at **************** #IND123