Finance representative jobs in Salinas, CA - 198 jobs

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Application Deadline: 03/30/2026 Address: 50 W. San Fernando St. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though the sales of managed products and services. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences. Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Supports the development and promotion of a business/group program. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience. Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. Implements a relationship management plan in collaboration with the lead relationship manager. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives. Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Identifies and recommends ways to enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance Producer's License. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry. In-depth experience working with managed products and providing fee-based advice. In-depth understanding of deposit and loan (including mortgage) products and banking services. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)

Etched aims to build the hardware for superintelligence. As we hit the limits of speed, cost, and scale on GPUs, specialized chips are inevitable and we aim to be on the forefront of this movement. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep chain-of-thought reasoning. About the Role As the first hire on our finance team you will be a key financial architect behind our most critical initiatives. From deciding pricing, SKUs, and unit economics to accounting, financing strategies, cash flow and supply chain management, we are looking for a driven and talented FP&A partner to execute on our day-to-day financial operations. You will work closely with the executive team to build and implement the financial infrastructure that allows Etched to scale. This is a high-trust role that will require end-to-end ownership over key strategic projects. A successful candidate will be the type of individual that is constantly looking to improve existing processes and automate tasks to free themselves up to work on higher leverage projects. This role reports directly to our Head of Strategic Finance. Representative projects Create monthly, quarterly, and annual P&L, Cash Flow, and HC models Establish an accounting, invoice, and spend management system Analyze and recommend pricing strategies and payment plans in partnership with the GTM team Analyze unit economics and identify opportunities for improvement in supplier selection Model financing options including line-of-credit usage with suppliers and trade finance solutions for customers Build and optimize our working capital position to maximize our growth prospects Prepare our quarterly board packets and investor materials Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or advanced certification is a plus. 3-5+ years in FP&A, corporate finance, or strategic finance roles, preferably within a startup or high-growth environment. Banking, Private Equity, and Consulting experience is also welcomed. Advanced financial modeling, cash flow forecasting, and proficiency in Excel and Google Sheets; experience with financial planning software and data visualization tools like Power BI and Tableau Strong quantitative skills with the ability to synthesize complex data into actionable insights. Excellent verbal and written communication skills; proven ability to work collaboratively across functions. Entrepreneurial spirit, proactive, adaptable, and aligned with our mission-driven, high-energy team environment. This role will be a high impact role and requires an individual who can operate independently and is excited by the opportunity to help push the company forward We encourage you to apply even if you do not believe you meet every single qualification. Strong candidates may also have experience with: Prior exposure to supply chain finance, equipment financing, or vendor financing. Deep understanding of AI, hardware, and/or semiconductors Deep understanding of the AI research field and broader market Deep understanding of the unit economics of GPU and hyperscale clouds

Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Training & development 321 S Monroe St San Jose, CA 95128 Full-time | In-office About Me: Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. Position Overview: I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills. Key Responsibilities: Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities Prospect new business through financial conversations and relationship-building Manage and support new and existing clients financial portfolios Collaborate with the financial team to maintain a professional and enjoyable work environment Utilize financial discussions to prospect, retain, and grow the client base Stay current on financial products and industry regulations Ensure compliance with licensing requirements and company policies Required Qualifications: Securities Industry Essentials (SIE) license Series 6 and Series 63 licenses Experience in retail sales with clients placing IRAs, 529 plans, or similar products Strong interpersonal and communication skills Ability to work effectively in an in-office, client-facing setting Preferred Qualifications: Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required Licensing and training for P/C and L/H insurance will be provided Compensation & Benefits: Starting minimum base salary (dependent on experience): $52,000 Expected annual income (base + commission + bonus): $75,000$95,000* Additional income potential based on ability to increase sales across all product lines Medical, Dental, Vacation, Paid Time Off (PTO), Holidays 401(k) plan with company matching Our Core Values: Integrity Mutual Respect Transparency Compassion Accountability Exceptional Customer Interaction Commitment to Work Together

Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. Key Responsibilities: Advise clients on budgeting, debt management, investment strategies, and retirement planning Create personalized financial plans that align with clients' short-term and long-term goals Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts Review clients' financial positions regularly and recommend adjustments to their financial plans Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long-term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal finance regulations Qualifications: Proven experience as a Personal Financial Advisor or in a similar advisory role Strong understanding of personal finance, including budgeting, saving, investing, and debt management Excellent communication and interpersonal skills, with a focus on providing personalized financial advice Proficiency in financial planning software and tools Must have reliable internet and a quiet, dedicated workspace CFP certification or similar credentials are preferred but not required Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $30 - $45 Paid training and ongoing professional development opportunities Flexible working hours, including evening and weekend shifts Career growth opportunities in financial advising A supportive and collaborative work environment

About Us: At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally. Our Culture: We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities. About the Role: We are seeking an experienced Legal Billing Specialist with 2+ years of experience managing invoicing, payments, and reconciliation for law firms. The ideal candidate is highly accurate, detail-oriented, and familiar with legal billing software and compliance standards. Key Responsibilities: Prepare and send invoices to clients, ensuring accuracy and compliance with firm policies. Track payments, follow up on outstanding balances, and resolve billing discrepancies. Maintain accurate financial records in case management and accounting systems. Generate billing reports for management and attorneys. Assist with audits and ensure compliance with financial regulations. 2+ years of experience in law firm billing or accounting. Proficiency in legal billing software (Clio, Timeslips) and Excel. Excellent attention to detail and numerical accuracy. Strong organizational and communication skills. Ability to manage multiple accounts and meet deadlines consistently.

Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

You've got your Life & Health license. You've passed the SIE and maybe even the Series 7, 66, or 6/63/65. Now you're ready to level up-and that's where we come in. At MassMutual Northern California, we give ambitious advisors the structure and resources to build thriving, sustainable practices. What You'll Be Doing: Expanding your practice with access to comprehensive insurance and investment solutions. Leveraging a built-in support team across planning, marketing, and technology. Collaborating with seasoned advisors and leaders to grow your book of business. Delivering personalized strategies that help clients plan for their future. What Makes Someone a Great Fit: 1-3 years of experience as a financial advisor or insurance producer. Current Life & Health license and SIE; Series 7 & 66 or 6/63/65 preferred. Entrepreneurial spirit with a passion for client relationships. Looking for more growth, mentorship, and resources. Why MassMutual Northern California: Hybrid model combining entrepreneurial freedom with big-firm resources. Dedicated planning, marketing, and tech support teams. A community of high-performing advisors who collaborate-not compete.

Job Description The Role: Are you interested in a hands-on finance/ accounting internship with an industry leading Agriculture Company? Join the Tanimura and Antle finance team as a summer intern and grow your career. You will gain valuable hands-on work experience rotating through several areas of our financial functions such as: controllership, operations, farming and diversified businesses. You will experience working with a high functioning team that values people, team work, collaboration, partnering, technical ability and fun. You will be paired with a mentor in Finance to help ensure your experience is valuable and productive. You can expect a range of experiences including operational tours, networking opportunities and exposure to senior leaders across our Company. This full time paid position located onsite in Salinas, CA will start in May/June 2026. Starting and ending dates flexible to accommodate your school calendar. Location(s): Salinas, CA Areas of Responsibility: Work on special finance and accounting projects. Analyze data and the general ledger to support and drive business decisions. Assist with audit support related to master file, equipment, fixed asset, and material audits. Perform general ledger reconciliations, including researching and resolving discrepancies. Provide testing support for system upgrades. Enhance Excel models and reports to improve efficiency and accuracy. Preferred Qualifications: Currently enrolled as a Junior or Senior in college, pursuing a degree in Finance, Accounting, or a closely related degree. Mid-level proficiency with Microsoft Office Suite (Word, Excel, PowerPoint). Strong written and verbal communication skills. Ability to work independently while also collaborating effectively in a team environment. A self-starter who can plan and follow through on tasks to completion. Ideal Candidate: Ability to have fun while working hard and contributing to a positive team culture. Strong analytical mindset with a proactive approach to solving problems and finding opportunities for improvement. Eagerness to learn, adapt, and take on new challenges in a fast-paced environment. Job Posted by ApplicantPro

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Looking for a career defining opportunity? Want to help fulfill one's financial hopes and dreams? Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Financial Advisor. Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. The Financial Advisor filling this position will work as an integral team member with one or more advisors, associate advisors, and client service associates to empower our clients to secure better financial futures by strategically aligning tax, planning and investment needs and tactically managing their assets. The Financial Advisor in this position will network internally and externally gaining referrals from professional networks as well as clients. Baker Tilly supports Financial Advisors by offering competitive base pay and a business development bonus. The person who fills this position will have an immediate opportunity to serve clients and contribute to the growth of the firm. Responsibilities: * Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment. * Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance * Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business. * Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them. * Financial Advisors will work to actively seek referrals from current clients and your professional and personal network * Mentoring and supporting the development of associate advisors and client service associates on their team Qualifications: * Bachelor's degree in a related field required * Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required; Insurance knowledge preferred * CFP preferred or CFA maybe be considered * Excellent communication, organizational, and client relationship skills * Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions * Ability to function as part of a regional team * Thinking critically on a strategic level, take initiative and problem-solve * Building beneficial relationships in appropriate community, business, and professional organizations * Ability to comfortably maintain poise and diplomacy amongst both client and company personnel. The compensation range for this role is $115,000 to $182,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Job DescriptionBenefits: 401(k) Competitive salary Paid time off Training & development Wellness resources ROLE DESCRIPTION: As an Insurance Account Representative for Willette Jones Agency you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

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: **************************************************************************

Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting Role Expectations Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews. Build and optimize dashboards and predictive models to support business and growth tracking. Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows. Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes. Document processes and provide recommendations for efficiency improvements. Support ad-hoc analysis and data visualization for leadership presentations. What We're Looking For Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field. Skills: Strong analytical and problem-solving abilities Proficiency in Excel, Power BI, and data visualization tools Basic knowledge of Python/R and SQL Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants. Communication: Ability to present insights clearly and collaborate effectively. Teamwork: Comfortable working independently and in cross-functional teams. Complementary Skills Experience with Business & financial modeling and forecasting techniques. Exposure to cloud-based analytics platforms and automation tools. Strong attention to detail and ability to manage multiple priorities. ..

The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision. Responsibilities Essential Duties Performs a wide variety of banking transactions with minimal supervision. May participate in offsite business development events, such as Member Company wellness fairs and community activities, and activities, such as phone campaigns. May attend networking events, business development sales calls to increase the visibility of the Tech CU Brand. Opens new member accounts and processes loan applications in person and via Virtual Branch. Delivers exceptional member service, ensuring requests and/or issues are researched and resolved in a timely manner. Meets or exceeds sales goals ethically and in compliance with regulatory requirements. Enters qualified sales referrals into designated tracking system. Receives and dispenses various denominations of coin and currency. Processes all transactions accurately and efficiently, while maintaining member confidentiality. Opens, closes and balances cash drawer daily, ensuring proper handling of cash and negotiables. Occasionally travels to and works in branches outside of home branch as directed by leadership. Maintains current knowledge of Tech CU products/services and competitive landscape. Participates in Tech CU training as guided by manager, including compliance, product knowledge and soft skills. May attends staff and company-wide meetings. May deliver Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Work Schedule Full-time; typically 37-40 hours/week 8:45am-5:15pm, M-F, rotating Saturdays 9:30am-2:30pm, local time Occasional overtime Flexibility to occasionally work early or late hours, and extended weekend hours, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: High School diploma or equivalent; college degree preferred. Experience: 1+ years' experience in related disciplines, including sales, customer service or financial services preferred. Knowledge/Skills/Abilities: Strong sales, service and team orientation Strong organization and verbal/written communication skills Effective interpersonal skills Detail-oriented, with solid basic mathematical skills Basic Microsoft Office and keyboarding skills Solid ability to navigate multiple software applications Solid ability to work independently, utilizing tools to find information Strong ability to participate, sustain performance and thrive on a high-energy team Highly adaptive and open to changes as the organization grows and its needs evolve Understanding of financial products/services and industry regulations preferred Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: May be required to travel occasionally to Tech CU locations outside of home branch, typically with advance notice. May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely. Holds a clear & valid Drivers' License. Possesses current automobile insurance. Willing to travel as required and to drive one's own auto to conduct Tech CU business. Typical Working Conditions: Office environment with direct member interaction. May participate in outside business sales activities. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Sight to distinguish between various denominations of coin and currency Speaking and listening to interact with members and team in person, via phone, or video conference Standing for up to 4 hours per day Reading a computer screen and perform keyboarding tasks for up to 70% of the day Occasional bending or stooping to reach lower drawers Occasional lifting (25 pounds or less) may be necessary EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 102 Salary Range: minimum-$55,500, midpoint-$64,000, maximum-$72,500 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 5% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

Title: Senior Relationship Banker Hiring salary range: $28.56 - $37.36 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Senior Relationship Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position may spend a portion of time handling cash transactions Role and Responsibilities Customer Experience: * Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service. * Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools. * Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services. * Resolve client issues and handle client requests in a timely, consistent, and professional manner. Relationship Building: * Explain, promote, and refer Fremont Bank products and services to current and prospective clients. * Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable. * Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management. * Conduct internal and prospective client telemarketing and follow-up duties when assigned by management. * Regular participation in outside business development activities, including individual and collaboration in person business cold calling, as well as applicable community-based business networking events. * Understand and be able to accurately communicate consumer and business deposit and lending products. * Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion. * Open new accounts and service existing accounts, including business customers. Operations: * Follow and explain bank policies and procedures as directed by management. * May conduct cash handling and other deposit or payment related transactions. * Responsible for compliance with applicable State and Federal Regulations and laws. * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling. * Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch. * May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient * Fund (NSF) items, and processing night deposits and cash shipments. * Actively prepare for and participates in branch meetings and training workshops. * Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classes. * Accountable for staying current on business-related activities in other areas of the Bank. * Maintain a flexible work schedule, to include weekends. * Other additional duties as assigned. Minimum Qualifications * 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred. * Signing Authority preferred. * Proven success demonstration of success in building relationships with clients and achieving banking sales and lending objectives. * Knowledgeable in small business deposit and lending products. * Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities. * Knowledge of bank products and services and proven success of effective sales techniques * Understanding of banking regulatory compliance issues. * Excellent listening and presentation skills. * Minimum 1 year of cash handling experience recommended. * Must be able to lift at least 25 lbs. * Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office. * Strong time management and organizational skills. * Vision and hearing must be sufficient to interact with clients over the phone and in-person. * Verbal communication must be clearly spoken and understood. * Ability to walk and stand for outside business development activities. * Willingness to perform telemarketing duties as assigned. * Must possess excellent verbal and written communication skills. * A professional appearance is required. * High school diploma or GED required; College degree preferred. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.56 - $37.36 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: **************************************************************** 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** San Jose,CA $25.00 - $32.69 / hour

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III. Provides the highest quality member experience, for both internal and external members. Required: High school diploma or equivalent Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current. Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. Must be fingerprinted and pass FINRA's background checks. Must sign Broker-Dealer's Registered Representative Agreement 2-6 years of licensed experience in securities Preferred: Completion of Associates, Bachelors, or Master's degree in Finance, Business Administration, Economics, Accounting, or a related field 4-6 years of licensed experience in securities may be considered in place of a degree. Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred. Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) Bi-lingual, Spanish preferred Strong knowledge of investment products, financial planning concepts, and regulatory requirements Excellent communication, interpersonal, and relationship-building skills Sales and business development experience with a focus on financial solutions Ability to analyze financial data and present recommendations to member/clients Proficiency in financial planning software and CRM systems Annual Base Pay Range The pay range for this position is $70,336.00 - $70,336.00. This position is eligible for incentive pay opportunities based on sales performance. Benefits Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation) Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO) Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account) Health Savings Account Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan) Life Insurance Accidental Death & Dismemberment Insurance Disability Benefits Defined Benefit Plan - Pension Defined Contribution Plan - 401K Additional Benefits Employee Assistance Program California Commuter Benefit Program Tuition reimbursement Career growth through internal job postings Management Development Program: formal mentoring and training Opportunities to help improve and build the CEFCU of tomorrow through process teams Opportunities to personally contribute to corporate financial literacy and community initiatives Casual days to support local charities Employee discounts on entertainment, cell phone plans, theme park tickets, and more On-site fitness center, fitness classes, and wellness program It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.