Finance representative jobs in Los Angeles, CA - 644 jobs

Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************

Leveraged Finance - Los Angeles The Firm & Opportunity An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation. Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion. Hiring Profile The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy. Additional qualifications include: Elite academic credentials; Juris Doctor from an ABA-accredited law school Training at a top-tier BigLaw platform California Bar admission preferred, or eligibility to sit for the California Bar Why This Role This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group. Why This Firm The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family. Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being. Interested? For a confidential discussion, please contact Cole Evarts at *********************************. About Sonder Consultants Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.

Title: Bilingual Japanese Programmatic Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands. We are looking for a Bilingual Japanese Programmatic Trader * based in LA * amenable to work following Japan office hourse (GMT+9) * Fluent in Japanese (Native/N1/N2 levels) and also speaks English * Open to training in programmatic advertising WHO YOU ARE YOUR PERSONALITY We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below. * Passion - We love and live what we do. * Determination - We always find a way to 'figure it out'. * Unity - We hold each other accountable. We win and lose as a team. * Agility - We anticipate the unexpected, embrace and adapt to change. * Courage - We dare to think unconventionally. WHAT YOU'LL BE DOING * Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities * Managing a portfolio of clients and ensuring that all are performing & pacing optimally. * Setup campaigns to succeed from day 1. * Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals . * Troubleshoot campaign challenges. * Implementing campaign optimizations within the DSPs. * Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc. * Client Reporting & optimization commentary. * Delivery & incremental forecasting. * Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones * Provide avails, pricing, and strategy recommendations for new campaigns. * Partnering with the other members of the trading team to enhance internal tools & processes. * Feedback & test new Trading products to help drive future enhancements * Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions * Building great relationships with the sales & account management team on your commercial pod * Working with other commercial teams to deliver custom client solutions * Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes * Explaining strategy & optimizations to internal & external partners * Articulating to clients how MiQ's Trading technology & expertise sets us apart. * Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working. * Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals. * Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms YOUR QUALIFICATIONS Hard skills * Analytical skills are essential * Experience with large datasets in Excel and BI tools * Experience with Xandr, DV360, The Trade Desk, or any DSP preferred * 1+ years' experience running programmatic campaigns preferred Soft skills * A start-up mind-set * Attention to detail * Accomplished communicator * Ability to work both independently and collaborate within a team environment * Great time management skills * Motivated - You bring an entrepreneurial mindset to the table * Determined - You always find a way to 'figure it out' * A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions. * Energetic - You enjoy building relationships and bring passion to whatever you do * Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new. * Alignment with MiQ's core values * A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm * A dream to grow your career as the company scales WHO WE ARE We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places. Our business keeps growing and our company keeps getting better because we keep hiring smart new people. People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us. If that sounds like you, we'd love to hear from you. WORKING AT MIQ OUR COMMITMENT TO INCLUSION AND DIVERSITY Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team. If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce. Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential. BENEFITS & PERKS - US MARKET * Health benefits - covering medical, dental, vision with HSA and FSA options * Company paid basic life, long-term disability plans and variable life insurance program * 401k Matching Program * An Employee Assistance Program (EAP) * Paid maternity and paternity leave * A Nursing Mother's Program * Generous PTO policy in addition to paid holidays * Tax Free Benefits (Commuter/Health/Dependent Care) * Continuous education and training * Flexible remote working policy with optional office use for those who need it during 2022 Apply Today Equal Opportunity Employer E-Verify Employer

The Trader will be responsible for the trading of investment grade corporate bonds on behalf of a diverse base of client investment vehicles including mutual funds, UCITs, ETFs, and separately managed institutional accounts. The Trader will work in close collaboration with Portfolio Managers and Credit Analysts to ensure alignment of trading strategies with portfolio objectives and credit views. Job Functions Trading Ensure best execution, routing, and fair allocation Ensure compliance with all portfolio guidelines Allocate and ticket all trades Maintain records (blotter & best execution) Work with settlement team on unresolved trade issues Collaboration with Portfolio Manager Track and manage cash positions across portfolios Deliver concise market intelligence updates to inform trading and portfolio decisions Identify/generate trade ideas Alert any changes in restricted trading lists Collaboration with Credit Analysts Track and manage primary calendar Provide information & recommendation on corporate actions Monitor/Alert market news and trends Monitor/Alert market movements, especially outliers External Relationships Develop and maintain formal, strategic relationships with broker-dealer trading, sales, and syndicate teams to enhance market access, liquidity, and trade execution quality. Undertake ad-hoc projects as necessary Qualifications Bachelor's Degree At least 2 years of investment grade bond trading experience required, preferably on the sell side Proficiency in Bloomberg Credit training is a plus Demonstrated attention to detail and collaborative Base Salary Range The estimated base salary range for this position is $100,000 - $150,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.

Title: Bilingual Japanese Programmatic Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands. We are looking for a Bilingual Japanese Programmatic Trader - based in LA - amenable to work following Japan office hourse (GMT+9) - Fluent in Japanese (Native/N1/N2 levels) and also speaks English - Open to training in programmatic advertising WHO YOU ARE YOUR PERSONALITY We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below. Passion - We love and live what we do. Determination - We always find a way to ‘figure it out'. Unity - We hold each other accountable. We win and lose as a team. Agility - We anticipate the unexpected, embrace and adapt to change. Courage - We dare to think unconventionally. WHAT YOU'LL BE DOING Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities Managing a portfolio of clients and ensuring that all are performing & pacing optimally. Setup campaigns to succeed from day 1. Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals . Troubleshoot campaign challenges. Implementing campaign optimizations within the DSPs. Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc. Client Reporting & optimization commentary. Delivery & incremental forecasting. Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones Provide avails, pricing, and strategy recommendations for new campaigns. Partnering with the other members of the trading team to enhance internal tools & processes. Feedback & test new Trading products to help drive future enhancements Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions Building great relationships with the sales & account management team on your commercial pod Working with other commercial teams to deliver custom client solutions Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes Explaining strategy & optimizations to internal & external partners Articulating to clients how MiQ's Trading technology & expertise sets us apart. Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working. Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals. Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms YOUR QUALIFICATIONS Hard skills Analytical skills are essential Experience with large datasets in Excel and BI tools Experience with Xandr, DV360, The Trade Desk, or any DSP preferred 1+ years' experience running programmatic campaigns preferred Soft skills A start-up mind-set Attention to detail Accomplished communicator Ability to work both independently and collaborate within a team environment Great time management skills Motivated - You bring an entrepreneurial mindset to the table Determined - You always find a way to ‘figure it out' A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions. Energetic - You enjoy building relationships and bring passion to whatever you do Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new. Alignment with MiQ's core values A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm A dream to grow your career as the company scales WHO WE ARE We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places. Our business keeps growing and our company keeps getting better because we keep hiring smart new people. People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us. If that sounds like you, we'd love to hear from you. WORKING AT MIQ OUR COMMITMENT TO INCLUSION AND DIVERSITY Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team. If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce. Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential. BENEFITS & PERKS - US MARKET Health benefits - covering medical, dental, vision with HSA and FSA options Company paid basic life, long-term disability plans and variable life insurance program 401k Matching Program An Employee Assistance Program (EAP) Paid maternity and paternity leave A Nursing Mother's Program Generous PTO policy in addition to paid holidays Tax Free Benefits (Commuter/Health/Dependent Care) Continuous education and training Flexible remote working policy with optional office use for those who need it during 2022 Apply Today Equal Opportunity Employer E-Verify Employer

JOB TITLE: Trader EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Investment Services REPORTS TO: Managing Senior Partner SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills. DUTIES AND RESPONSIBILITIES: Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines. Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs. Monitor market conditions, trading workflows, and best execution practices. Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues. Maintain trading logs, compliance documentation, and detailed transaction records. Support the creation and maintenance of investment models and portfolio implementation processes. Communicate with the advisor team regarding trade status, timing, constraints, and market impacts. Performs other related duties as assigned by management. QUALIFICATIONS: Bachelor's degree in Finance, Economics, or a related field preferred. 1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage. Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows. Experience with RIA custodians (Schwab, Fidelity) preferred. Exceptional attention to detail, accuracy, and organizational skills. Ability to work collaboratively with advisors and internal teams. Strong ethical standards and commitment to a fiduciary environment. COMPETENCIES: Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Job Description This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Role Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans. Major Duties and Responsibilities Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services. Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system. Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans. Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination. Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned. Knowledge and Skills Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required Education: A high school diploma or GED. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator. Hours & Location: St. Francis Express Office 3628 E. Imperial Hwy. STE 106 Lynwood, CA 90262 Hours: Monday - Friday: 8:00 a.m. - 4:00 p.m. Closed daily: 11:30 a.m. to 12:00 p.m. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $27.30/Hr. Salary Maximum USD $40.96/Hr.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-Office

Essential Duties and Responsibilities: This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues. Duties will include, but are not limited to the following: Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures. Greeting customers and facilitating a welcoming and customer- focused environment. Responding to customer inquiries and concerns; researching and identifying solutions. Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual Building customer loyalty by developing relationships and always offering exceptional service. Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions. Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities. Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary. Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms. *This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. As a Float Concierge Banker, a designated banking center will be assigned at the location stated. This posiion requires the flexibility to drive to and from different branches with the region. Employee will be required to have a reliable transportation to drive to various banking locations and as such, will receive mileage reimbursement. Required Skills: Minimum of 2 years of cash handling responsibilities Excellent customer-service skills, including oral and written communication Ability to effectively contribute to a positive team environment and work toward achieving goals Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations Strong work ethic and high integrity Strong computer and 10 key skills Outgoing, assertive, confident, and enthusiastic personality Preferred Skills: Knowledge of banking products and procedures Successful sales record in a sales or banking environment Proficiency with all Microsoft applications (Word, Outlook, Excel etc.) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Salary Range: $22.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Employee discounts Flexible schedule Paid time off Training & development Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Simple IRA Requirements Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Ability to assess customer needs and conduct effective interviews Knowledge of financial services products Ability to explain complex financial issues in understandable terms Bilingual - Mandarin preferred Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education Bachelor's degree required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Review, and file patient account files for new registration; collate and match billing documents with patient account files; pull files for patients; and collect billing activity data. Review patient account files to ensure accuracy and completeness, determine appropriate billing distributions and process statements, monitor outstanding accounts; process refunds for overpaid accounts, receive and answer billing-related inquiries. Review past due bills and follow-up documents, and obtain other information on past due accounts. Contact patients and/or third party pay or organizations to secure payments or arrange alternative settlement plans, identify problem delinquencies and recommend disposition. Minimum Education: High School Diploma or GED Minimum Experience/Knowledge: Knowledge of basic computer operation. Required License/Certification: AB 508 Certification. If no card upon hire, one must be obtained within 30 days of hire or transfer into the department, and maintained by renewal before expiration date As part of Keck Medicine of USC, USC Verdugo Hills Hospital is the only community hospital in the Foothills area of Los Angeles backed by an academic medical center. With its 40-year legacy of personalized care from expert physicians, experienced nurses and a dedicated staff the community has come to know and trust, USC-VHH brings patients the latest medical advancements and 24/7 emergency services. Join this world-class team providing highly-specialized care, up-to-the-minute research and innovative clinical trials. The hourly rate for this position is $28.01. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at **************, or by email at *************. Inquiries will be treated as confidential to the extent permitted by law. Notice of Non-discrimination Employment Equity Read USC's Clery Act Annual Security Report USC is a smoke-free environment Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: *************************************************************

A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr

JOB TITLE: Trader EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Investment Services REPORTS TO: Managing Senior Partner SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills. DUTIES AND RESPONSIBILITIES: Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines. Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs. Monitor market conditions, trading workflows, and best execution practices. Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues. Maintain trading logs, compliance documentation, and detailed transaction records. Support the creation and maintenance of investment models and portfolio implementation processes. Communicate with the advisor team regarding trade status, timing, constraints, and market impacts. Performs other related duties as assigned by management. QUALIFICATIONS: Bachelor's degree in Finance, Economics, or a related field preferred. 1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage. Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows. Experience with RIA custodians (Schwab, Fidelity) preferred. Exceptional attention to detail, accuracy, and organizational skills. Ability to work collaboratively with advisors and internal teams. Strong ethical standards and commitment to a fiduciary environment. COMPETENCIES: Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.