Finance planner jobs in Clovis, CA

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

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

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

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

We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Fresno campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement. What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more! Some of the great work you'll do includes: Interview prospective students to determine financial aid eligibility. Review student files for completeness and accuracy for submission. Review and authorize students' Financial Aid awards. Your qualifications include: At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred. Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.

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:Series 07 - FINRACategory:Sales

Technology Services is dedicated to providing a broad range of technology-based planning, resources and services to the students, faculty and staff of California State University, Fresno. Technology Services will be a leader in providing effective technology and quality services and support that are integrated into the daily activities of the university community, advance teaching and learning, enhance productivity and safeguard information. Deadline & Application Instructions Applications received by October 12, 2025 will be given full consideration by the search committee. * Applications received after that date will be forwarded at the request of the Hiring Manager and/or search committee. Please click "Apply Now" to complete the employment application for California State University, Fresno. Interested applicants must complete the application and attach the following: 1) their most recent resumé/vitae, 2) a cover letter that addresses their specific qualifications and interest, and 3) contact information for three professional references. Fresno State California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to boldly educate and empower students for success through our values of Discovery, Diversity and Distinction. The current student population is more than 25,000, including a large percentage of students with diverse and culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and across the globe. Metropolitan Fresno, with a multi-ethnic population of over 527,000, is located in the heart of the San Joaquin Valley. The campus is within driving distance of Yosemite, Kings Canyon and Sequoia National Parks, San Francisco, Los Angeles, the Monterey Peninsula, beaches, sailing, lakes, and numerous ski resorts. Fresno boasts one of the most reasonable housing markets in California and offers a wide array of locally grown fruits and produce. Equal Employment Opportunity Information California State University, Fresno is committed to maintaining and implementing employment policies and procedures in compliance with applicable state and federal equal employment opportunity laws and regulations. Executive Orders 1096 and 1097 prohibit discrimination, harassment, and retaliation on the basis of a protected status: race, color, religion, national origin, ancestry, age, sex (including gender identity), sexual orientation, marital status, pregnancy, mental disability, physical disability, medical condition and covered veteran status. Fresno State's commitment to diversity informs our efforts in recruitment, hiring, and retention. We are proud to be an affirmative action and equal opportunity employer. COVID19 Vaccination Policy Per the CSU COVID-19 Vaccination Policy, it is strongly recommended that all employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Questions may be sent to ****************. Supplemental Information Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with California State University, Fresno. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Fresno State has identified as sensitive. The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" under the California State University's Conflict of Interest Code. This will require the filing of a Statement of Economic Interest on an annual basis and the completion of training within six (6) months of assuming office and every two (2) years thereafter. Fresno State is a tobacco-free, smoke-free and vapor-free campus. Fresno State is not a sponsoring agency for staff or management positions. (e.g. H1-B Visas) Advertised: Sep 26 2025 Pacific Daylight Time Applications close:

This is your opportunity to become a member of an extraordinary organization and a dynamic team. The City of Fresno has an outstanding career opportunity for experienced fiscal professionals as a Principal Budget Analyst. The Principal Budget Analyst plays a vital leadership role in the City's financial planning and budget development process. This position is responsible for performing high-level analytical, budgetary, and fiscal administration duties that support the City's long-term financial health. Principal Budget Analysts lead the development and oversight of citywide revenue and expenditure forecasts, supervise budget staff, and serve as trusted advisors to City Administration. This role requires advanced expertise in financial analysis, budget systems management, and process improvement. Principal Budget Analysts are responsible for configuring and maintaining budget tools, setting standards for financial systems, and ensuring the accuracy and efficiency of budget operations. The position also involves extensive collaboration with departments to guide budget preparation, monitor performance, and ensure alignment with City priorities. Key Responsibilities: * Lead the development of citywide revenue and expenditure forecasts to support long-term financial planning. * Supervise, train, and mentor budget analysts and support staff in budget preparation, documentation and presentation. * Oversee the configuration and maintenance of budget and financials systems, ensuring tools and processes meet operational needs. * Conduct complex financial analyses and scenario modeling to inform decision-making and policy development. * Evaluate and streamline budget processes to improve efficiency, accuracy, and transparency. * Provide technical guidance and support to departments in preparing and managing their budgets. * Monitor departmental and citywide budget performance, identifying variances and recommending corrective actions. * Prepare and deliver clear, concise reports and presentations to City Administration and other stakeholders Full Job Description available to view at: ********************************************************************************* If you're results driven, fiscally responsible and possess a high aptitude for completing analytical projects in the interest of public service, we invite you to apply. This is an unclassified position in which the incumbent serves at the will of the Department Director. Evening and weekend work is required during annual Citywide budget preparation to meet legislatively mandated timelines for Citywide budget adoption. The current vacancy exists in the Finance Department. However, the City of Fresno may choose to utilize the applications received through this recruitment for future vacancies. Pay,Benefits, & Work Schedule UNIT 2 Classification: Management Confidential - Unrepresented HEALTH INSURANCE: The City contributes toward monthly premiums for PPO medical, dental and vision for employee and dependents. FLEXIBLE SPENDING ACCOUNT: IRS 125 Plan for health and dependent care expenses. DEFERRED COMPENSATION: Voluntary 457 plan with Fidelity Investments to increase your retirement savings. City contributes up to $75 per month. HOLIDAYS: Ten (10) City-observed annual holidays plus birthday and two (2) personal days. MANAGEMENT LEAVE: 60 hours per fiscal year for only exempt employees. BILINGUAL PREMIUM: PAY: $100 per month ANNUAL LEAVE: Accrue (15.5) hour per month of Annual Leave, with cash out provisions. SUPPLEMENTAL SICK- 40 hours per fiscal year. 80 hours lifetime maximum LIFE INSURANCE: Benefit equal to annual salary; premium paid by the City. LONG-TERM DISABILITY: Benefit equal to 66.66% of monthly salary up to $7,500 per month after 30 days of disability; premium paid by the City. HEALTH REIMBURSEMENT ARRANGEMENT: Eligible retirees can use remaining Sick Leave balance at 80% of hourly rate and other leave balances, if applicable, to reimburse medical insurance and qualified medical expenses, tax free. RETIREMENT: City of Fresno Retirement Systems, one of the best funded public systems in the state. Reciprocity with other CA public agencies. Vested in Retirement benefits after 5 years of service. City employees do not participate in Social Security. DROP (Deferred Retirement Option Program): an optional, voluntary program that allows an employee to deposit retirement benefits in a special savings account within the Retirement System while continuing to work for the City of Fresno for up to 10 years. Participation minimum is age 50 and vested. Benefits includes ownership of accumulated funds, compound interest earnings, and alternative distribution options. Additional information regarding the City of Fresno benefits is available at *************************************************************** The Requirements Applicants must meet the minimum qualifications on or before the posted filing deadline in order to qualify for further consideration in the recruitment process. Graduation from an accredited college or university with a Bachelor's Degree in Business Administration, Public Administration, Economics or closely related field. AND Three (3) years of experience in professional budget development or administration. A copy of degree or college transcripts must be uploaded and included in your on-line application for verification of requirement. Applicants lacking the documentation will be rejected. The selected eligible candidate will be required to successfully pass a Department interview and a Department of Justice fingerprint prior to employment with the City of Fresno. ADDITIONAL INFORMATION: INSTRUCTIONS TO ATTACH DOCUMENTS 1. Scan, save and upload your certificate to your personal drive. 2. Log back into your online profile on the City of Fresno Website @ ******************* 3. Under "Career Tools", click on Cover letters and Attachments. 4. Click on "Add attachments". 5. Choose "Attachment Type". 6. For "Attachment Purpose", enter the name of the document 7. Click on "Add attachment". 8. Click on '"Save" then "Return" How To Apply APPLICANTS MUST COMPLETE AN ON-LINE APPLICATION. PLEASE VISIT ******************* TO APPLY. For information on how to complete an on-line application, please view "Instruction Guide" on the City's website, Personnel Services Career Opportunities page, or call ************** for assistance. Resumes will not be accepted in lieu of a completed employment application. ALL CORRESPONDENCE regarding this recruitment will be sent via e-mail. All applicants will acknowledge such understanding when completing the on-line application. Verify your correct e-mail address is listed prior to submitting your application. It is an applicant's responsibility to check their email frequently to ensure they receive all pertinent communication from the Personnel Services Department on a timely basis. Applicants will receive an automatically generated confirmation e-mail upon a successful application submittal. The e-mail is the only proof of submittal. It is an applicant's responsibility to check their email account and to ensure it is set up to accept emails from the City of Fresno. Dependent upon your settings, notices from the City of Fresno may be directed to the "junk mail" or "spam" folders. It is the applicant's responsibility to check these folders as well. Applications must be submitted by midnight on the filing deadline or they will not be accepted for any reason. Selection Process Interested and qualified applicants must submit an official City of Fresno application on-line. Applications may be submitted at *******************. For information on how to complete an on-line application, please view "Instruction Guide" on the City's website, Personnel Services Career Opportunities page, or call ************** for assistance. Resumes will not be accepted in lieu of a completed employment application. A select group of candidates will be invited to interview. This recruitment is open until it is filled and can close at any time. Inquiries should be directed to: Leshea Tarver, Sr HR/Risk Analyst Email: ************************ Equal Opportunity Employer The City of Fresno is an Equal Opportunity Employer. Should you need a special accommodation due to a qualifying disability, please contact the Personnel Service Department at **************.

Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here\: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************. Other Compensation This position is eligible for commission in accordance with the terms of the Company's plan. Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authority-both in person and digitally. This job is onsite at the specified location and will report to the Sales Manager. What You'll Do Maintain a customer-centric mentality. Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing. Understand how to showcase product differently based on if a client is remote or in-person Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory Achieve personal sales, client conversion and wardrobing goals Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage Utilize digital tools and social media to connect with clients and guide intentional traffic Create a positive work environment through collaboration What You Bring Motivated with an ability to set and achieve sales goal Experienced with technology and has experience selling to clients using digital tools Styling, fashion, and fashion retail experience Commission sales experience High School Diploma / equivalency required A flexible work schedule

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

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

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities * Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. * Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. * Review, track, and support replacement reserve activity. * Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. * Monitor variances, identify trends, communicate important findings, and recommend actions to management. * Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. * Identify notable issues and orchestrate resolutions with team members. * Complete ad-hoc assignments as needed by the executive team. Requirements * Bachelor's degree in Finance or Accounting. * Minimum of 1 to 3 years' experience in Finance or Accounting. * Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. * Produce complex documents, perform analysis and maintain databases. * Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. * Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. * Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. * Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. * A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications * Bachelor's degree in finance or accounting * 1-3 years of experience in finance $25 - $28 an hour #IND3 Our Benefits: Regular full-time US employees are eligible to participate in the following benefits: * Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) * 401(k) plan options with a company match * Various Comprehensive Medical, Dental, & Vision plan options * Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution * Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance * Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) * Tuition Reimbursement program and continuous training and development opportunities * Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options * Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) * Flexible and/or Hybrid schedules are available for certain roles * Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families * To learn more, visit winnbenefits.com Why WinnCompanies? A job you can be proud of: WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives. A job that challenges you: Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace. A job you can learn from: We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development. A team that cares: We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members. About Us: WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico. Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day. If you are a California Resident, please see our Notice of Collection here. Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act. Current Winn employees should apply through this internal link.

Financial Analyst ROLE We need a Financial Analyst for the United States Attorney's Office, Eastern District of California (USAO-EDCA). The USAO is responsible for prosecuting and defending cases for the federal government. Your role as a Financial Analyst for the USAO EDCA will be to conduct in-depth financial analysis to determine the financial standing of individuals and entities involved in federal cases. You will gather and interpret financial data from multiple sources to support legal actions, working closely with prosecutors and other legal staff to ensure accurate analysis is provided for debt recovery and enforcement. This is a full-time opportunity. We can offer a competitive salary, and a comprehensive benefits package. RESPONSIBILITIES Analyze financial data from tax returns, payroll, loan records, and financial statements Use financial systems, databases, public records, and open sources for data collection Reconstruct incomplete or destroyed financial records for asset investigations Prepare reports and summaries for non-accountants on investigation findings Provide legal and administrative support under the Federal Debt Collection Act Assist AUSAs with litigation support and debt enforcement actions Communicate with prosecution teams, courts, agencies, and defendants Negotiate and secure voluntary payment agreements for debt recovery Perform additional financial analysis and enforcement duties as needed REQUIRED SKILLS / EXPERIENCE Experience analyzing complex documents and records Proficiency with automated systems, databases, and open-source research Strong report writing and communication skills for non-accountants Ability to manage multiple tasks in a fast-paced environment Strong communication skills with legal teams and other stakeholders REQUIRED EDUCATION / CERTIFICATIONS Bachelor's degree, preferably in accounting or finance - preferred AND 5 years of accounting, finance, or related experience OR a Paralegal certificate OR 5 years experience as a Paralegal LOCATION Fresno, CA 93721 CLEARANCE U.S. Citizenship and ability to obtain adjudication for the requisite background investigation CLIENT Department of Justice (DOJ), United States Attorney's Office, Eastern District of California (USAO - EDCA) TRAVEL Travel may be required. WORK HOURS Full-time = 40 hours a week, 8 hours a day BENEFITS Comprehensive healthcare, vision, and dental. Retirement (401k & Roth) EMPLOYMENT CLASSIFICATION Employment Classification Eligibility - W2 Non-Exempt COMPENSATION $70,000 - $80,000 commensurate with experience RELOCATION Not eligible for relocation benefits West 4 th Strategy is an Equal Opportunity/Affirmative Action (EEO/AA) employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, gender, sexual orientation, ancestry, national origin, age, marital status, mental disability, physical disability, medical condition, pregnancy, political affiliation, military or veteran status, or any other basis prohibited by federal or state law. Employment with West 4th Strategy is on an at-will basis. This means either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law. Benefits include comprehensive healthcare (medical, vision, dental), retirement options (401k & Roth), and paid leave in accordance with California state law, including paid sick leave. Employees are also covered by California State Disability Insurance (SDI) and Paid Family Leave (PFL) programs. Other Considerations: applicants will be subject to a background investigation. Individual's primary workstation is in an office area. The noise level in this environment is low to moderate. Regularly required to sit for extended periods up to 80% of the time; frequently required to move about to access file cabinets and use office equipment such as PC, copier, fax, telephone, cell phone, etc. Occasionally required to reach overhead, bend, and lift objects of up to 10 lbs. Specific vision abilities required by this job include the use of computer monitor screens up to 80% of the time.

Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money Management" by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit us at *************************** to learn more. MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and agricultural mortgages, as well as real estate equities. Agricultural Investments group sources investments through five regional field offices in the U.S. and consulting offices in Mexico and Brazil. In addition to sourcing and managing these investments, the groups are responsible for developing and maintaining relationships with key industry contacts and referral sources. MetLife's Agricultural Investments group is the largest non-GSE agricultural mortgage lenders in the United States. Our agricultural investments are an important part of MetLife's asset-liability matching program. The long-term nature of these investments makes them a good match for the long-term liabilities the company writes. MetLife's agricultural portfolio is approximately $23 Billion. This position will provide an excellent introduction to the various aspects of an insurance company's agricultural mortgage platform. The selected candidate will have an opportunity to develop analytical capabilities in the institutional agricultural lending and investment management fields, while significantly enhancing personal credentials and building relationships with borrowers and professionals across Agricultural Finance as well as other business units within MetLife Investments. Key Responsibilities: * Support mortgage originations, servicing actions and portfolio management in a MetLife Agricultural Finance field territory. Travel to borrower locations and/or MetLife Agricultural Finance offices may be required. * Support the relationship managers in the development of mortgage recommendations including but not limited to: financial analysis; security analysis; borrower/industry analysis; and other mortgage underwriting due diligence. * Provide periodic monitoring of regional mortgage portfolio exposure tied to risk management objectives, and assist in the process of updating internal mortgage portfolio guidelines and measures. * Support regional professional associates in development of creative and unique regional marketing campaigns. * Coordinate and complete special projects as assigned. Essential Business Experience and Technical Skills: Required: * 3 + years of agricultural finance knowledge and skills. * Ability to deliver exceptional customer service with the highest of ethical standards to a large client base. * Ability to earn the trust of internal and external stakeholders, prospective customers and industry leaders. * Candidate should be an innovative thinker with excellent analytical, project management and problem-solving skills. * Ability to communicate clearly and concisely both orally and in writing with all levels of management. * Team player; ability to work well with others and teams within a large, diverse corporation. Preferred: * Bachelor's degree in Agriculture, Business Administration, Finance, as well as any other related field of expertise. * Experience in production agriculture At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. #MIM Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $90,000 - $115,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. $90,000 - $115,000

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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Fresno,CA $68,640.00 - $68,640.00; Bakersfield,CA $68,640.00 - $68,640.00

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

Budget Analyst (Administrative Analyst/Specialist II) Compensation and Benefits Anticipated Hiring Salary Range: $5,274 - $5,488 per month Full CSU Classification Salary Range: $5,274 - $7,684 per month This is a full-time, probationary, exempt position. The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here. Job Summary Working independently under the general supervision of the Vice President for Information Technology/CIO in Technology Services, the Division Budget Analyst performs diverse and complex administrative budget duties. The incumbent is responsible for the reporting and timely completion of department and division related budgets and other fiscal duties in Technology Services. The Division Budget Analyst will prepare, monitor, and reconcile the various departmental budgets and various sets of accounts to ensure transactions are properly classified and spending follows appropriate procedures and are maintained within the budgeted plan. Assignments include independently: coordinating tasks requiring timely and accurate planning, organizing, prioritizing, interpreting and decision-making skills; as well as applying, interpreting and abiding by university and division level policies, procedures, and guidelines. This position may be assigned a variety of other tasks including requirement's analysis, documentation and quality assurance testing. Other duties as assigned. The incumbent will provide monthly budget and actual reports, coordinate the Technology Services spending plan for each department within the Division, and provide consultation to the management team and interpret results. The Division Budget Analyst also will work on budget and strategic forecasting scenarios, long-range planning and analysis. This position monitors the fiscal performance of the Division and recommends budget adjustments, as necessary. Assignments will require independent coordination of tasks, timely and accurate planning, organization, prioritization, interpreting and decision-making skills, and discretion. In addition, the incumbent must apply, interpret and abide by university and division level policies, procedures, and guidelines. This position may be assigned a variety of other tasks including requirements analysis, documentation and quality assurance testing. The incumbent will reconcile position information and work collaboratively with others across campus, including managers. On occasion, the incumbent will participate and receive information that is considered confidential due to timing and planning of budgets. This position monitors the fiscal performance of the Division and recommends budget adjustments, as necessary. All Technology Services professionals protect confidentiality and integrity of data and electronic information from incidental, intentional or preventable misuse or loss to the University. All Technology Services professionals will consider and implement standard practices and protocols to support digital accessibility best practices to support Executive Order 1111 and CSU ATI efforts. At the Administrative Analyst/Specialist II level, occasional evening and weekend work will be expected. Key Qualifications Knowledge of: Working knowledge of the principles and practices of fiscal analysis and budgeting techniques. Research techniques and statistical principles and procedures. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Skills: Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations. Ability to : Monitor and maintain a large financial budget including collecting data, performing preliminary analyses and making appropriate recommendations. Analyze and review budget and financial practices to provide recommendations to management. Communicate clearly and present complex budget information in a clear, concise and professional manner. Be detail oriented in preparation of reports for review by managers and executives. Provide accurate information and data for review regarding program service delivery and activities in meeting programmatic goals and enhancing processes. Review documents for accuracy, completeness, validity, and adherence to standards. Assign transaction codes and prepare documents for processing. Compile, verify, reconcile, analyze, and summarize information. Maintain records of invoices, requisitions, orders and other financial related documents. Prepare invoices, enter data, and prepare billings and past due notices. Review data extracts and reports and make necessary corrections. Prepare statements, reports and trial balances for review with managers. Read, explain and apply university policies and regulations to students, faculty/staff, external agencies and the public. Resolve difficult and unusual problems. Compose detailed reports and correspondence of a technical nature regarding financial matters. Prioritize and organize tasks and projects including handling multiple priorities. Maintain effective working relationships with others. Interpersonal, and communication skills, including ability to work effectively with people of diverse backgrounds. To view the full list of qualifications and job responsibilities, please click the Position Description button above. Education and Experience Bachelor's degree from a regionally accredited college or university, and/or equivalent training and work experience involving budget and financial transaction management and analysis. Two years of professional experience in analyzing, monitoring or preparing budgets or similar relevant experience. Preferred Skills: Experience with an electronic signature application or tool, including creating templates for various documents to capture signatures. Bachelor's degree or advanced degree in finance, accounting or similar field. Experience maintaining a large financial budget, preferably one that is $10M or larger, including collecting data, performing preliminary analyses and making appropriate recommendations. Six years of experience within public entity fund accounting environment or similar relevant experience. Advanced knowledge and experience with Excel or a similar spreadsheet application. Experience with Information Technology budgeting and reconciliation of complex accounting situations. Understanding and applicable knowledge of a university organization and operations. Department Summary Technology Services is dedicated to providing a broad range of technology-based planning, resources and services to the students, faculty and staff of California State University, Fresno. Technology Services will be a leader in providing effective technology and quality services and support that are integrated into the daily activities of the university community, advance teaching and learning, enhance productivity and safeguard information. Deadline & Application Instructions Applications received by October 12, 2025 will be given full consideration by the search committee. Applications received after that date will be forwarded at the request of the Hiring Manager and/or search committee. Please click “Apply Now” to complete the employment application for California State University, Fresno. Interested applicants must complete the application and attach the following: 1) their most recent resumé/vitae, 2) a cover letter that addresses their specific qualifications and interest, and 3) contact information for three professional references. Fresno State California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to boldly educate and empower students for success through our values of Discovery, Diversity and Distinction. The current student population is more than 25,000, including a large percentage of students with diverse and culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and across the globe. Metropolitan Fresno, with a multi-ethnic population of over 527,000, is located in the heart of the San Joaquin Valley. The campus is within driving distance of Yosemite, Kings Canyon and Sequoia National Parks, San Francisco, Los Angeles, the Monterey Peninsula, beaches, sailing, lakes, and numerous ski resorts. Fresno boasts one of the most reasonable housing markets in California and offers a wide array of locally grown fruits and produce. Equal Employment Opportunity Information California State University, Fresno is committed to maintaining and implementing employment policies and procedures in compliance with applicable state and federal equal employment opportunity laws and regulations. Executive Orders 1096 and 1097 prohibit discrimination, harassment, and retaliation on the basis of a protected status: race, color, religion, national origin, ancestry, age, sex (including gender identity), sexual orientation, marital status, pregnancy, mental disability, physical disability, medical condition and covered veteran status. Fresno State's commitment to diversity informs our efforts in recruitment, hiring, and retention. We are proud to be an affirmative action and equal opportunity employer. COVID19 Vaccination Policy Per the CSU COVID-19 Vaccination Policy, it is strongly recommended that all employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Questions may be sent to ****************. Supplemental Information Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with California State University, Fresno. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Fresno State has identified as sensitive. The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" under the California State University's Conflict of Interest Code. This will require the filing of a Statement of Economic Interest on an annual basis and the completion of training within six (6) months of assuming office and every two (2) years thereafter. Fresno State is a tobacco-free, smoke-free and vapor-free campus. Fresno State is not a sponsoring agency for staff or management positions. (e.g. H1-B Visas)

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. Review, track, and support replacement reserve activity. Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. Monitor variances, identify trends, communicate important findings, and recommend actions to management. Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members. Complete ad-hoc assignments as needed by the executive team. Requirements Bachelor's degree in Finance or Accounting. Minimum of 1 to 3 years' experience in Finance or Accounting. Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. Produce complex documents, perform analysis and maintain databases. Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications Bachelor's degree in finance or accounting 1-3 years of experience in finance #IND3 Our Benefits:Regular full-time US employees are eligible to participate in the following benefits: - Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) - 401(k) plan options with a company match - Various Comprehensive Medical, Dental, & Vision plan options - Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution - Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance - Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) - Tuition Reimbursement program and continuous training and development opportunities - Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options - Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) - Flexible and/or Hybrid schedules are available for certain roles - Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families - To learn more, visit winnbenefits.com Why WinnCompanies? A job you can be proud of : WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives. A job that challenges you : Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace. A job you can learn from : We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development. A team that cares : We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members. About Us:WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico. Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day. If you are a California Resident, please see our Notice of Collection here. Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act. Current Winn employees should apply through this internal link.