Finance Planner jobs in South Whittier, CA

Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions. Summary The Senior Analyst/ Associate will provide direct assistance to the various members of the Investment Team in supporting both Asset Management and Acquisition functions in the following areas: providing analytical support for existing assets including lease and financing analyses, business plan development, reporting and valuation updates, and other analytical support as may be needed. The candidate will also assist in the Acquisition process by providing analytical support for evaluating new investments and assisting in the due diligence process. In both functions, the candidate will also assist in drafting internal, investor and lender presentations while also assisting in the compilation of white papers on new potential investment strategies for both existing and new investments within DivcoWest's portfolio and/or target investment markets. This role requires 5 days in the office at our Beverly Hills, Los Angeles, CA location. Interested candidates should send their resumes to ************************. Responsibilities Participate in the creation of monthly, quarterly, and annual reporting for investors and senior management. Participate in the valuation process of each asset on a quarterly basis, working with analytics team and consultants. Provide regular written and oral status reports and ad hoc reports on request. Evaluate potential new investment opportunities and build financial models using Argus Enterprise and Excel. Participate in the drafting and implementation of strategic business plans that will govern an asset's daily operations, position in the market, and ultimate disposition. Assist in creating investment memoranda and other written reports for our investments, both existing and new. Assist with transaction due diligence responsibilities, which include supporting the acquisitions team to abstract leases, verify underwriting, review historical financials, conduct CAM reconciliations, and review property due diligence reports, and assist in closings and financings. Qualifications At least 1-3 years of relevant experience. Strong financial modeling skills. Exposure and/or knowledge of real estate accounting and financial statement analysis a plus Strong skills in Excel, Word, and PowerPoint. Ability to effectively work and communicate with team members. Exceptional quantitative and analytical skills. Exceptional business writing ability. A strong interest in real estate investment. Self-managed, able to work well independently and within a small team. High level of initiative, strong work ethic and willingness to work across teams. Creative and entrepreneurial spirit. The person in this position must be able to: Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings. Occasionally move about the office to access file cabinets, office technology, and attend meetings etc. Compensation Base salary: $100,000- $120,000 Annual bonus opportunity Full benefits Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Please review our company Privacy Policy regarding the use of any personal information you provide us at: ***************************************** This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself... * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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. #LI-USFATA

Emerge is actively recruiting for an Operations Finance Analyst for our dynamic client company on the outskirts of Pasadena, CA. Our client is a progressive and growing manufacturer operating in one of the most vital and fast-paced segments of today's economy. They are known for exceptional customer service and commitment to quality. The Operations Finance Analyst located near Pasadena, CA will play a key role in maintaining the accuracy and integrity of the company's financial data, supporting effective financial planning, analysis, and operational decision-making. What We're Looking For: Our ideal candidate is analytical, highly detail-oriented, and capable of processing and interpreting large volumes of data to identify trends and support strategic insights. ESSENTIAL DUTIES AND RESPONSIBILITIES Financial reporting and controls: Assist in preparing financial statements and reports, monthly reconciliations, end of year reporting, budgets, and forecasts. Close books timely, efficiently, and accurately Reconciliations, ERP closing, Journal Entries, Audit Support Inventory Control analytics and reporting Year-end physical inventory support Monitor and track production variances Material Usage variances Labor variances Purchase Price variances Collaborate with production, supply chain, engineering, and finance teams to identify and implement process improvements. Identify opportunities for improvements and calculate gross and net productivity Track and estimate site level cost savings projects Work with other sites to learn how to leverage capacity and capabilities within the USA production network Support preparation of annual budgets and quarterly forecasts Work cross functionally to submit weekly forecasts for the USA sites: Revenue & EBITDA Orderbook Assist in ad-hoc financial projects and analysis as needed. Cost reviews for new product bids New item Part Costing Become a local ERP Subject matter expert (support and resolve issues) Collaborate with departments to optimize financial operations and information systems. QUALIFICATIONS Bachelor's degree: Finance, Accounting, Economics, or Business (MBA or CPA/CMA is a plus) 5+ years' experience in Accounting and Corporate Finance Experience in a fast-paced, data-driven, or manufacturing environment is highly valued Thorough knowledge of basic accounting procedures In-depth understanding of GAAP Experience with general ledger functions and the month-end/year-end close FAR, DFAR Regulations Knowledge of supply chain, manufacturing and logistics Ability to link financial outcomes with operations drivers (KPI's, process efficiencies, etc.) Strategic thinking and commercial awareness Support for decision-making and performance improvement Financial Planning Software / Tools ERP Knowledge (Epicor/Kinetic experience a plus) Research Skills - Analyzing Information Deadline-Oriented and thoroughness Advanced MS Excel skills (VLOOKUP, PivotTables, Power Query, etc.) Experience with ISO / AS9100 quality management systems

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients\ Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Assist with drafting acquisition strategies, RFPs, and program execution documents (i.e., for milestone reviews) Manage business operations for contract execution (e.g, CDRL review, assist with drafting PCO letters) Develop and coordinate review of briefings and other products to support Program Executive Officer (PEO) Program Reviews, Program Objective Memorandum, Staffer Days, Congressional Reporting Requirements, and Requests for Information) Manage communications with Program Element Monitor, PEO Staff, and external stakeholders Required: Background in Program Management and Acquisitions Minimum of 10 years of experience with DoD acquisition Experience with Space Systems Command PPBE process Experience with Stakeholder Management and Senior Leader engagement Excellent interpersonal skills interfacing with a wide variety of stakeholders Desired 10 years of experience in space systems acquisition Experience on PEO or equivalent staff STEM bachelor's degree or higher Salary range for the position is $160,000 - $190,000 per year. Specific compensation will be determined by several factors including experience, education, skills, and knowledge. We also offer medical/dental/vision benefits and 401k contribution. Blue Sky Innovators, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are a qualified job seeker with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access ******************************** as a result of your disability. To request an accommodation, please email us at ***************************** and provide your name and contact information. Please note: this is only for job seekers with disabilities requesting an accommodation.

Job Description Sr. Acquisition Analyst Company: ACT1 Federal About ACT1: ACT1 Federal advances our Nation’s and Allies’ missions by taking ACTION! We provide mission operations support, technical services, and innovative solutions by leveraging our talented workforce. By doing so, we are making the world a better, safe and more productive and inclusive place. ACT1 FEDERAL provide systems acquisition and program management support on various development programs that are intended to protect and defend the Nation's most valuable space assets. Our team is at the forefront of advising and assisting the Government throughout the full lifecycle of systems acquisition processes that enable rapid fielding of complex systems to meet warfighter needs. **THIS POSITION IS CONTINGENT UPON CONTRACT AWARD** Responsibilities: Expert in acquiring highly classified ACAT-like space control systems Expert in developing and coordinating all activities and documentation required to support ACAT-like Defense Acquisition Boards (DABs) Expert in developing and coordinating all activities and documentation required to support a major source selection Highly knowledgeable in the fields of Air Force contracting and Air Force financial management Expert in Federal, DoD, Air Force, and SSC contracting processes and procedures Demonstrated ability to lead all aspects of any contract action required by the program office, including but not limited to solicitations, change proposals, funding modifications, and award or incentive fee management Prior PCO or Buyer experience preferred Requirements Requirements: Active Top Secret (TS/Sci) Eligible Benefits · Medical/Dental/Vision Insurance · ACT1 Employee Stock Ownership Plan (ESOP) · Company Paid Life and AD&D Insurance · Company Paid Short-Term Disability · Voluntary Long-Term Disability · Flexible Spending Accounts (FSA) · Health Savings Account (HSA) · 401K with employer match · Paid Time Off · Paid Holidays · Parental Leave · Military Leave · Education, Training & Professional Development · Voluntary Accidental Injury/Critical Illness/Hospital Care · Voluntary Pet Insurance, Legal Resources, and Identity Protection ******************************** Salaries are commensurate with experience and qualifications, as well as market and business considerations. California Pay Transparency Range: $147k-$172k All qualified applicants will receive consideration for employment without regard to disability, status as a protect veteran or any other status protected by applicable federal, state, local or international law.

DescriptionWe are seeking a detail-oriented Financial Reporting Senior to assist with the financial reporting process within our organization. The ideal candidate will be responsible for assisting in the preparation of internal and external financial statements in adherence to US Generally Accepted Accounting Principles (GAAP) and Securities and Exchange Commission (SEC) regulations. The candidate will ensure the timely completion of our processes, coordinate with internal departments and external auditors, and maintain compliance with relevant laws and regulations. Our Values: Put Patients First Empower Entrepreneurial Provider and Care Teams Operate with Integrity & Excellence Be Innovative Work As One Team What You'll Do Assist in the preparation and review of internal and external financial statements following US GAAP and SEC guidelines. Ensure the timely completion of quarterly and year-end closing processes, meeting all financial reporting deadlines. Assist with internal and external auditor requests. Collaborate with various internal departments to collect, analyze, and report information necessary for internal and external financial reports. Prepare schedules and perform analytics required for reporting and management review. Maintain and organize financial databases to ensure accuracy and accessibility of financial information. Uphold compliance with Sarbanes-Oxley Act (SOX) regulations. Assist management with ad-hoc procedures and special projects as needed. Assist in the consolidation process by ensuring accurate elimination of intercompany balances. Prepare monthly journal entries and ensure we maintain complete records of these transactions. Qualifications Bachelor's degree in Accounting, Finance, or a related field; CPA certification preferred. 2+ years of experience in financial reporting or accounting Understanding of US GAAP and SEC regulations. Advanced knowledge of MS Excel. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Effective communication and interpersonal skills for coordinating with both internal and external stakeholders. Ability to multitask in a dynamic work environment. Environmental Job Requirements and Working Conditions Our organization follows a hybrid work structure where the expectation is to work both in office and at home on a weekly basis. The office is located at 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801. The total compensation target pay range for this role is: $95,000 - $110,000. This salary range represents our national target range for this role. Astrana Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. If you require assistance in applying for open positions due to a disability, please email us at ************************************ to request an accommodation. Additional Information:The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Job Description Responsible for the preparation of both internal and external reports including regulatory and SEC filings. Responsibilities Complete regulatory reporting filings such as call reports, FR Y-9LP, FR Y-9C, FR Y-6, FR Y-10 etc. assist in implementing solutions for process improvement, and maintain documentation of process and procedures Prepare monthly/quarterly risk-based capital ratios and support all aspects of compliance of regulatory capital rules Prepare monthly stock-based compensation entries and support all aspects of stock-based compensation accounting Participate in all aspects of quarterly/annual SEC filings, including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process. Provide audit, accounting, and compliance support by satisfying all requests timely and accurately with requested information Independently research accounting and disclosure-related matters and incorporate new GAAP/SEC reporting requirements into filings and recommend improvements to existing disclosures to ensure compliance and effectiveness Communicate with external and internal auditors regarding financial reporting matters Prepare various schedules for internal reporting requirements including the monthly Board package Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes Perform and complete ad-hoc analyses and projects as needed Qualifications Bachelor's degree (B.A.) from four-year college or university; and at least 4 years public accounting and/or financial reporting experience. CPA license or MBA preferred Banking/financial institution experience is preferred. Experienced in banking risk-based capital preparation is a plus Solid knowledge of generally accepted accounting principles and concepts Strong analytical, organizational, and problem-solving skills; including research skills regarding current and prospective updates to SEC disclosure requirements and regulatory reporting Demonstrated strong attention to detail and accuracy Ability to establish priorities, work independently, and proceed with objectives without supervision Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements Excellent team player who can build and leverage working relationships Experience with PeopleSoft GL and Workiva software Proficient in Microsoft Excel Many of our job openings can be viewed at **********************************************

Job DescriptionDescription: The Budget Analyst with NetSuite works under the direction of the Senior Budget Analyst and Director of Finance and will be responsible for reviewing and monitoring, collections and reporting on assigned government (Federal, State, County, City etc.) and foundation grants. The Budget Analyst must work with the responsible department/program staff to ensure grant spending is appropriate according to grant contract and be familiar with all laws and regulations including the Uniform Grants Guidance as well as nonprofit accounting principles such as restricted funds accounting. The Budget Analyst is gaining or attaining a full proficiency in a specific area of discipline within the job and is responsible for the day-to-day input for the Grants billing Department. ESSENTIAL DUTIES AND RESPONSIBILITIES Review and be familiar with assigned contracts - especially the financial section. Prepare reports for assigned departments’ grant budgets and ensure they are updated in the accounting system and any other designated locations. Prepare grant budget actual report each month, monitor variances, and present information to program staff regularly. Prepare departments’ grant billings by established deadlines and ensure that billing is accurate, timely, and adheres to contractual and regulatory requirements. Support supervisor by maintaining staff allocations data in collaboration with other finance staff and programs. Reconcile deferred revenue, grant receivable accounts and support with collections to minimize old outstanding items. Prepare monthly financial analysis reports according to required timelines. Prepare budget modifications and new grant budget preparation as applicable. Support with grant audit and fiscal compliance as assigned by funding portfolio. Keep abreast of laws and regulations that impact the assigned work. Adhere to department and organizational standards, policies and procedures. Be a team member of the finance department and support other departments’ staff as needed. Uphold CRCD’s Mission Statement and 5 Year Strategic Plan Requirements: MINIMUM QUALIFICATIONS Four-year college degree in accounting, business, or related field. In lieu of degree, substantial applicable experience may be substituted. Must have recent NetSuite experience. 3 - 5 years’ experience or education in accounting or related field Self-starter with demonstrated ability to work on multiple projects simultaneously, and the ability to meet tight deadlines. Proficiency in the use of software applications, databases, spreadsheets, and word processing Understanding of accounting processes, procedures, and internal controls Strong research and analytical skills Advanced proficiency in Microsoft Office Suite with ability to create formulas in excel. PREFERRED QUALIFICATIONS Advanced College courses in accounting or related field of studies 3 - 5 years’ experience in the Non-Profit Industry SALARY RANGE $68,640 - $75,000 BENEFITS CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including: 14 Paid Holidays On-Demand training memberships to bolster professional development Dental/Vision/ 85% employer-paid & 40% dependent paid Medical Insurance 401k eligibility from day one & up to 3% matching after one year 529 Educational Savings Plan from Principle Flexible Spending Account (FSA) Short & Long Term Disability Accident & Hospital Indemnity Whole life insurance with cash benefits Identity Theft Protection and Legal Services Discount pet insurance through ASPCA Generous work/life balance All candidates are subject to a criminal history check and meet CRCD’s criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or the Equal Employment Opportunity for the position (s) to the EEO/ADA Coordinator. EEO/ADA Coordinator contact: Stacey Cabling **************.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. * Conduct detailed analysis and due diligence for new opportunities in North America and LatAm in the power, natural resources and infrastructure sectors * Reviewing market studies, engineering reports, financial models, financial statements, customer financial information, project contracts, and legal analyses * Review information about project assets, development plans, and commercial arrangements * Model complex financial projections in Microsoft Excel, including cash flows, debt financing, and tax structures * Analyze credit documentation, term sheets, and work with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds) to meet client needs and objectives * Analyze, understand, and negotiate covenants in financing documentation, including those pertaining to maintenance of financial ratios, financial reporting of financial and operating results * Prepare detailed documentation summarizing opportunity analysis, including expected financial results and risk analysis for senior management and control functions * Support Project Finance deals and transactions from origination and diligence through to closing and liaising with the Portfolio Group by applying in-depth knowledge of the project finance market, credit analysis and administration * Advise clients on matters pertaining to commercial and financial structure, and operating requirements in order to achieve suitability for non-recourse debt financing * Preparing marketing materials using Microsoft Powerpoint and Word relevant to opportunities in the power, natural resources and infrastructure sectors * Analyzing new transactions and preparing credit applications to be delivered to the internal credit team that include analysis of financial conditions and projections for review and approval * Oversee and manage internal processes required for compliance and execution, including KYC, profitability analysis, committee approvals, legal due diligence, and closing checklists Requirements: * A Bachelor's Degree in Accounting, Economics, Business Administration, Commerce, Finance, Engineering, or another relevant field * Accounting or Financial Services work experience (minimum 3 years for Associate); preferably with specific experience in project finance * Experience with project finance transactions in the power, natural resources, energy or transportation infrastructure sectors * Strong quantitative skills focused on financial analysis, credit risk and experience developing project finance models with Excel * Success working collaboratively in a team-based environment, strong communication skills and individual accountability The typical base pay range for this role is between $110k-190k (analyst through associate) depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. * MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

JobID: 210586005 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$110,000.00; Chicago,IL $100,000.00-$110,000.00; New York,NY $100,000.00-$110,000.00 If you are ambitious and looking to apply what you've learned to real-world financial experience, then this is the role for you. In ever-changing global markets you'll spend your time exploring the sophisticated financial solutions we deliver across asset classes. The skills you develop and the professional network you build will serve as a solid foundation for your career. What to expect Our global Markets teams are active in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems. Globally, we hold leadership positions across all major financial markets. This approach means you'll be part of a dynamic team, helping to solve a range of challenging and interesting business issues and will be challenged in your work. As an intern, you will join one of four tracks within Markets: Sales, Trading, Structuring & Origination or Digital Markets: * Sales helps corporate and institutional clients navigate the breadth of J.P. Morgan product offerings across Markets and Platform Services. They build relationships with clients and package tailor-made solutions that meet the needs of a wide array of clients. A salesperson typically has excellent communication skills, an analytical mind, is a capable multi-tasker, and team oriented. * Trading at J.P. Morgan is a unique insight into global markets - we provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e-trading platforms. A trader's role is to respond to and encourage client enquiries, manage the resulting risk, and respond to market-moving events. Trading is detail-focused, intellectually stimulating and requires logical and quick decision-making. * Structuring & Origination is a hybrid group inclusive of Sales, Trading and / or Banking. The teams offer a broad range of innovative investor products, liability management and hedging solutions. J.P. Morgan is one of the world's leaders in derivatives offering a wide range of products to institutional investors, distributors, corporates and private investors. * Digital Markets is a strategic group focused on preparing our businesses for future transformations. The group drives the development of new digital distribution strategies for clients & optimizes business efficiency through automation of markets. Digital Markets teams work across the full spectrum of client types, clients are both external as well as internal stakeholders. Across all tracks, you'll support senior colleagues with important research, analysis and preparatory work. You will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Your work and contributions will be valuable to the team from the start. Expert instructors and J.P. Morgan professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We'll teach you technical and practical skills that will help you hit the ground running. The program is an opportunity to take your career to the next level through hands-on experience, relevant skills training and valuable professional networking. Based on your individual achievements, those who successfully complete the program may receive offers of full-time employment. About You A strong interest in global financial markets is essential, as are analytical and quantitative skills, flexibility, teamwork, excellent attention to detail, and the ability to handle pressure and enjoy a collaborative environment. A well-rounded academic background is important in your undergraduate studies. You certainly don't need a degree in Economics or Finance, but a good level of numeracy is required. But beyond that, what we're most interested in are the things that make you, you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the perspective you could bring to the team. If you've got initiative and the vision to come up with strategies and plans, then this is the role for you. Key skills include: * Excellent analytical, quantitative (e.g., algebra, statistics, probability) and interpretative skills * Ability to thrive in a dynamic, collaborative work environment * Being adaptable, flexible and resilient * Fluency in English * Coursework in finance or economics a plus * Attend college/university in the U.S. * Graduation date of December 2026 - June 2027 from a Bachelor's or Master's program * If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree. * Minimum preferred cumulative GPA of 3.2 on a 4.0 scale * Authorization to work in the U.S. * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit except optional practical training (OPT) or curricular practical training (CPT.) Additional skills: * Excellent verbal and written communication skills. * Confidence and initiative to take on responsibility and manage your own projects. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2025 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Financial Analyst Intern Duration: 3 months to 6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself... * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 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. #LI-USFATA

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

JobID: 210635894 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $110,000.00-$110,000.00; Chicago,IL $110,000.00-$110,000.00; San Francisco,CA $110,000.00-$110,000.00; Los Angeles,CA $110,000.00-$110,000.00; New York,NY $110,000.00-$110,000.00 Work alongside the top professionals in the business to come up with solutions that shape the global economy. Our investment bankers are focused on long-term relationships and developing strategies that help our government, institutional, and corporate clients grow and innovate. We do this by providing sound advice, helping them access funds, and making connections, all while helping clients manage the many risks in today's complex environment. Job Summary: As an Analyst in the 2026 Commercial & Investment Bank Global Investment Banking Full Time Analyst Program, you will join amongst the collaboration of our industry, advisory, and capital markets teams, working together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. Working here means joining a collaborative, supportive team - we want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills. This full-time program offers hands-on experience with extensive training; you'll spend weeks with our leaders and top consultants learning about our products, services, and business practices through interactive learning tools, case studies and modeling sessions. We provide extensive pre-training coursework to build your financial and economic expertise as well as dedicated Series 79 and 63 preparation. Job Responsibilities: * Performing valuation analyses * Working on mergers and acquisitions * Building detailed financial models and executing transactions from pitch to close * Analyzing market data, building detailed financial models and preparing client presentations * Coming up with innovative and creative ways to solve complex, real-world business challenges * Learning how we help clients and communities grow, no matter their needs, * Sharpening your technical skills * Building your professional network with mentors, senior executives and others Required Qualifications, Capabilities and Skills: * Fluency in English * Fluency includes the ability to easily read, write, speak, and comprehend spoken English. * Expected graduation date of December 2025 - June 2026 * If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree * Minimum cumulative GPA of 3.2 on a 4.0 scale * Authorization to work in the U.S. (Candidates must be authorized to work in the U.S) * JPMorgan Chase will provide assistance with F-1 STEM optional practical training (OPT) and curricular practical training (CPT). Preferred Qualifications, Capabilities and Skills: * Excellent analytical, quantitative and communication skills * Expertise in finance or economics a plus * Excellent leadership and collaborative skills * Knowing your way around Excel, PowerPoint and Word Locations you may join: * New York City (apart from Latin America Advisory; please apply separately) * Boston * Chicago * Dallas * Houston * Los Angeles * San Francisco We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself... * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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. #LI-USFATA

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Commercial & Specialized Industries (C&SI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. There are two program tracks to choose from within C&SI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader C&SI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting 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. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.