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Bankers Life 4.5
Finance representative job in Los Angeles, CA
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: **************
$55k-91k yearly est. 2d ago
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Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance representative job in Los Angeles, CA
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.
$46k-80k yearly est. 4d ago
Financial Reporting Associate
Dailylook 3.3
Finance representative job in Los Angeles, CA
Los Angeles, CA, USA (on-site, not hyrbid or remote)
DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being acquired in December 2022, is seeking a Financial Reporting Associate to join the finance and accounting team.
Qualifications for the Position
Bachelor's degree in Accounting, Finance, or a related field
CPA preferred
At least 2+ years of relevant experience is a must
Knowledge of SOX 404 compliance & internal controls preferred
Strong knowledge of GAAP and financial reporting.
Experience with ERP systems (NetSuite preferred).
Advanced proficiency in Microsoft Office and other financial tools.
Excellent analytical, organizational, and leadership skills.
Exemplary interpersonal communication skills both verbal and written
Highly motivated, collaborative
Experience in a Startup or Retail industry is an extra plus!
An intellectually curious team player with a no-compromises approach to work quality, attention to detail, organization, and the ability to manage multiple priorities and projects in a fast-paced environment
Self-motivated, detail-oriented, hands-on go-getter with the ability to build and overhaul processes, take initiative, work independently and proactively, multi-task, and remain flexible with changing priorities
“I'll find a way!” mindset where you can leverage your autonomy within your role to think outside the box
Demonstrated ability to communicate and collaborate effectively across global teams by adapting to diverse cultural norms, respecting time zone differences, and leveraging digital collaboration tools to maintain alignment and productivity
Skilled in building trust and fostering inclusive communication styles that support clarity, empathy, and shared goals in international work environments
Ability and willingness to work on-site at our office in Downtown LA office 5x a week.
Responsibilities
Play a key role in the month end financial statement close process by preparing month end journal entries and account reconciliations.
Coordinate with internal & external auditors as needed
Prepare the monthly, quarterly and annual financial statements and supporting financial reporting packages.
Ensure compliance with GAAP and other financial regulations.
Prepares the budgeting, forecasting, and variance analysis.
Prepares various scenarios for forward looking finance requests as needed
Implement and improve financial reporting processes and internal controls.
Other responsibilities (i.e. special projects, ERP enhancements, system uplift procedures, internal controls, and ad hoc analyses as requested.)
Collaborate with other departments and provide necessary financial information to help monitor KPI performance
Prepare monthly KPI results
Reports to Senior Accounting Manager
Compensation & Benefits
The base /pay for this position ranges from $85,000-$100,000. This is an exempt position. Pay is based on a number of factors including job-related knowledge, skills, and experience.
In addition to base compensation, Adore Me offers employees the following benefits:
401(k)
Access to virtual health and wellness support
Medical, dental, and vision
Paid holidays
Sick time
Paid parental leave for new parents
Paid prenatal leave
FSA
Access to virtual family-building care platform
Commuter Benefits
Supplemental Life Insurance
Voluntary Short & Long Term Disability Insurance
DailyLook is proud to provide equal opportunity to all employees and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law.
By applying for this position, the applicant authorizes DailyLook to check all references list on your application and/or resume.
$85k-100k yearly 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in Santa Clarita, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for 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 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
$32k-38k yearly est. 3d ago
Bilingual Japanese Programmatic Trader
MiQ 4.6
Finance representative job in Los Angeles, CA
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
$59k-92k yearly est. Auto-Apply 9d ago
Trader - Investment Grade Credit
Doubleline Group LP
Finance representative job in Los Angeles, CA
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.
$100k-150k yearly 11d ago
Trader
Signature Estate & Investment Advisors, LLC
Finance representative job in Los Angeles, CA
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.
$63k-105k yearly est. Auto-Apply 59d ago
Bilingual Japanese Programmatic Trader
MiQ Digital
Finance representative job in Los Angeles, CA
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
$63k-105k yearly est. Auto-Apply 11d ago
Programmatic Trader
Daviselen Advertising 3.7
Finance representative job in Los Angeles, CA
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)
$57k-90k yearly est. Auto-Apply 60d+ ago
Finance Intern, Summer 2026
The Walt Disney Company 4.6
Finance representative job in Burbank, CA
About the Role & Program:
FX Financial Planning & Analysis (FP&A) team is seeking a highly motivated undergraduate intern to provide comprehensive financial support across the FX suite of networks-FX, FXX, and FXM-as well as FX original content on Hulu. This internship offers an excellent opportunity to contribute to critical financial processes, including the Annual Operating Plan (AOP), Forecasting, and Long-Range Planning (LRP). This internship is a full-time, three-month commitment in the Burbank, CA area from May/June - August 2026.
What You Will Do:
Support the preparation and maintenance of FX Networks' financial models and files used for budgeting, forecasting, and Long-Range Planning (LRP).
Contribute to the preparation of the Marketing forecasts, Annual Operating Plans (AOP), and LRP by preparing Marketing-related analysis and supplemental schedules.
Prepare and assist in overhead Profit & Loss statements for budgeting and forecasting. Develop detailed supplemental schedules for overhead and labor to support senior management decision-making.
Conduct ad-hoc financial analyses and special projects as requested by senior leadership. Prepare clear, insightful decks and presentations for executive-level meetings and reviews.
Required Qualifications & Skills:
Intermediate to advanced level proficiency in Microsoft Excel, as well as fluent working knowledge of Outlook, Power Point & Word
Strong relationship-building skills, clear and effective communication, and sharp analytical abilities
Demonstrated proficiency with financial systems
Excellent time management and an acute attention to detail to thrive in a fast-paced environment.
Education:
Junior or Senior year preferred
Major or previous coursework in Finance, Accounting, Economics, Business, or related area
Eligibility Requirements & Program Information:
Candidates for this opportunity MUST meet all of the below requirements:
Be enrolled in an accredited college/university pursuing a degree taking at least one class at time of application OR currently participating in a Disney College Program or Disney Internship.
Current Disney Interns, College, International, or Culinary Program Participants: You may only work for ONE consecutive year (12 months) in any combination of an internship and/or program.
Be at least 18 years of age
Possess unrestricted work authorization
Additional Information:
Available to work full time (40 hours per week) during traditional business hoursfor the duration of the internship
Provide own housing and transportation in the Burbank, CA area
The pay rate for this role is $22.50 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************
Job Posting Segment:
DEFIN
Job Posting Primary Business:
DETV Finance
Primary Job Posting Category:
Other
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Burbank, CA, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-11-03
$22.5 hourly Auto-Apply 57d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Thousand Oaks, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$58k-101k yearly est. Auto-Apply 18d ago
Senior Financial Planner
Virtus Investment Partners 4.1
Finance representative job in Los Angeles, CA
Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquarters in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $56 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.
KAR is actively seeking to expand its financial planning team and is looking to hire a Senior Financial Planner who is passionate about working with high-net-worth and ultra-high net-worth clients. This individual will work primarily with the firm's Director of Financial Planning and secondarily with the firm's Wealth Advisors to help design personalized financial plans, estate reviews, and tax analyses primarily for clients above $15 million in net worth. This role offers a unique opportunity to engage directly with sophisticated clients, providing tailored solutions that address complex financial needs and goals. The candidate will lead in delivering financial planning recommendations for the firm's clients and prospective clients utilizing various financial planning software platforms. Responsibilities include analyzing, creating, and developing financial plans, running tax analyses, reviewing estate reviews, and summarizing client financial documents. The Senior Financial Planner will also collaborate on strategic opportunities with the Wealth Advisors and assist in closing new business. Additionally, the candidate will be expected to help Wealth Advisors monitor clients' progress in meeting their plan goals and manage follow-up meetings. The ideal candidate will possess strong analytical skills, effective time management, and excellent communication and interpersonal abilities to thrive in this client-focused environment.
DUTIES & RESPONSIBILITIES:
Create personalized financial plans, estate reviews and tax analyses for the firm's clients and prospective clients, supporting the Director of Financial Planning, utilizing the firm's various financial planning software platforms.
Partner with Wealth Advisors in the delivery of their clients' financial plans and join meetings to help discuss plan results and recommendations.
Assist Financial Planner(s) to make updates to client's financial plans, running various planning analyses, and helping research new and changing planning topics.
Assist the Director of Financial Planning in development of internal and external projects for clients, marketing, or to expand firm's financial planning capabilities.
Review client deliverables prepared by Financial Planner(s).
Conduct research related to planning strategies, tax law, and regulations as needed by the Director of Financial Planning.
Track client progress and help create analytic reports on planning progress.
Provide continued education of current tax law as applicable to individuals, trusts, and small businesses to the advisors.
KEY QUALIFICATIONS:
Certified Financial Planner (CFP) designation required; additional credentials such as CPA, EA, or MBA are preferred.
Bachelor's degree from an accredited university, with a strong background in accounting, finance, or economics.
5-8+ years of experience delivering financial plans and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate, investment, insurance, and retirement planning.
Demonstrated expertise in financial planning and wealth management in a client-facing role.
Experience preparing taxes for HNW and UHNW clients is preferred.
Outstanding oral and written communication skills, including effective presentation abilities.
Proven relationship-building skills with high-net-worth individuals, both in-person and online, to present financial planning concepts and provide client advice.
Ability to collaborate constructively within a team-oriented environment and manage priorities to meet established goals for financial planning deliverables.
Strong desire to thrive in a dynamic, entrepreneurial small company setting, taking initiative and embracing diverse responsibilities.
High ethical standards, financial planning expertise, investment skills, and sound judgment; advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and familiarity with eMoney and Holistiplan software is a plus.
This role is based in Century City, CA with up to 20% travel.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
The starting base salary is $100,000 to $121,0000 plus applicable bonuses and incentives.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data
.
At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:
Competitive Pay
Medical, Dental, and Vision Insurance (starting day 1)
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Company Background:
Philosophy
KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm's extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.
Team Approach
The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.
Culture and Awards
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
Ranked #3 on Barron's top 100 investment advisors.
Ranked #7 of RIA firms by Forbes in 2024
Wealth for Good Awards - Best Corporate Social Responsibility program
$100k-121k yearly Auto-Apply 10d ago
Summer Intern, Finance & AI Process Automation
Arrowhead Pharmaceuticals 4.6
Finance representative job in Pasadena, CA
Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing.
Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates.
Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need.
The Position
We are seeking a highly motivated intern to support Finance, Treasury, and Accounting by identifying, analyzing, and helping implement opportunities to improve and automate financial processes using AI, agentic capabilities and other technologies. This role will work closely with Finance and Accounting stakeholders to define use cases, document requirements, and partner with Information Systems & Informatics (IS&I) to design and pilot potential solutions.
This internship offers hands-on exposure to strategic finance, accounting, valuation, and emerging AI-enabled automation in a collaborative, cross-functional environment.
This is an 11-week Summer Internship Program paying $26.00 per hour for students pursuing a Master's Degree. This role requires full-time, onsite work five days per week at the designated location.
Responsibilities
Process Improvement
Partner with Finance and Accounting teams to identify processes that could be improved, streamlined, or automated.
Analyze current-state processes, identify inefficiencies, and document requirements and proposed future-state solutions.
Collaborate with IS&I and vendors to help design, test, and support implementation of AI-enabled solutions and proof-of-concepts.
Develop clear documentation, business cases, and presentations for proposed improvements.
Finance, Treasury & Accounting Project Support - support Teams with various projects some of which are -
Support the formalization of the Company's Weighted Average Cost of Capital (WACC) methodology for:
Audit Committee review
Deal evaluation and strategic decision-making
Evaluate and recommend efficient and effective methods for R&D cost tracking and reporting.
Assist in developing valuation methodologies for:
Key product and program lines
Business development and deal support
Accounting and financial reporting needs
Share price and enterprise value evaluation
Analysis & Communication
Perform financial modeling, data analysis, and scenario analysis as needed.
Translate complex financial and technical concepts into clear, actionable insights for stakeholders.
Prepare supporting materials for leadership discussions and governance forums.
Requirements
Currently enrolled in or recently completed a Master's degree (MS)
Strong foundation in finance, accounting, or economics (coursework or experience).
Technical aptitude with interest or experience in AI, automation, data science, or advanced analytics.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to document processes clearly and communicate effectively with both technical and non-technical stakeholders.
Proficiency in Excel and/or financial modeling tools.
Preferred
Experience with Python, SQL, data visualization tools, or automation platforms.
Exposure to AI, machine learning, or agent-based systems.
Understanding of valuation methodologies (DCF, comparables, etc.).
Prior internship or project experience in finance, consulting, analytics, or technology-enabled roles.
California pay range $11,440-$11,440 USD
Arrowhead provides competitive salaries and an excellent benefit package.
All applicants must have authorization to work in the US for a company.
California Applicant Privacy Policy
$38k-56k yearly est. Auto-Apply 5d ago
Private Client Banker - Marina Del Rey - Marina Del Rey, CA
Jpmorganchase 4.8
Finance representative job in Marina del Rey, CA
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
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: **************************************************************************
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.
$72k-134k yearly est. Auto-Apply 5d ago
Financial Services Research Participant - Flexible Schedule
Maxion Research
Finance representative job in Vernon, CA
This gig is perfect for those looking for temporary, remote, part-time work. The hours are flexible and no previous experience is needed. Participants will have the option to choose particular studies based on their ability to participate either online, in person or over the telephone.
Participants are needed on a wide range of topics such as:
Health Issues (Research for cures and new medications to treat ailments)
Consumer Products (Your experience with consumer products)
Shopping (Shopping experiences)
Internet Usage (How you use the internet)
Vehicles (recreational vehicles and automobiles)
Employment (Various types of jobs or career fields)
Food & Beverages (the consumption of various foods and beverages)
Entertainment (About TV, movies or video games)
Social Media (the use of different social media platforms)
Financial (Banking and investing)
Retirement (Planning what, when and how)
Gender (studies based on your gender)
Housing (Renters or Homeowners)
Compensation:
Up to $250+ (Per 1hr. Focus Group Study Session)
Up to $3000+ (Multi-Session Studies)
Benefits:
Flexibility to take part in discussions online or in-person.
No commute needed if you choose to work from home.
No minimum hours. You can do this part-time or full-time
Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
You get to review and use new products or services before they are launched to the public.
Qualifications:
Speak and/or read English
Must be 18yrs old or older
Must have either a phone, computer or tablet with internet connection
Experience:
No prior study experience is required
Education:
Varies by study (GED or High School Diploma recommended but not necessary)
Application Steps
Follow the steps below to get started.
STEP 1: Apply
We accept all applications that meet the minimum requirements
STEP 2: Complete
Complete the optional steps for your best chance of acceptance to a paid study.
STEP 3: Verify
Some steps require an email verification in order to complete the study approval process.
STEP 4: Be Patient
Some studies require manual review to be sure you meet specific criteria before acceptance.
STEP 5: Earn
Upon successful completion of the research study your compensation will be issued via a Check, Paypal, Visa gift card or other form of compensation.
RequiredPreferredJob Industries
Accounting & Finance
$43k-74k yearly est. 60d+ ago
Financial Service Representative II
Southland Credit Union 3.7
Finance representative job in Lynwood, CA
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.
$27.3-41 hourly Auto-Apply 18d ago
Financial Advisor
Ameriprise Financial 4.5
Finance representative job in Los Angeles, CA
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all
work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
$66,640 - $70,300
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$66.6k-70.3k yearly Auto-Apply 22d ago
Financial Advisor - Los Angeles
Navy Federal 4.7
Finance representative job in Los Angeles, CA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired: Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desired: Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 8985 Venice Boulevard Unit C-1A, Los Angeles, CA 90034
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
$55k-75k yearly Auto-Apply 3d ago
Financial Services Representative
First Fertility
Finance representative job in Thousand Oaks, CA
If you have a great personality, love talking to people, and are ready to kickstart a career that actually matters, this is your shot. We're not just looking for someone to process paperwork; we need a natural communicator who can bring clarity and compassion to one of life's biggest journeys: helping people build their families.
At Fertility & Surgical Medical Associates of California, you will be the expert voice of calm and clarity for patients during a sensitive time.
How You'll Shine (and Talk to People All Day!):
This role is built for someone who thrives on interaction and problem-solving. You are the go-to person, the guide, the reassuring voice that our patients rely on.
Be the Compassionate Voice: You'll be the primary point of contact for patients, spending your day demystifying the complex world of insurance coverage and payment plans. If you love connecting with people and explaining things clearly, you'll excel here.
Master the Process: You'll quickly become the expert in insurance verification and prior authorizations, ensuring treatments stay on track. You'll use your organizational skills to remove financial hurdles.
Drive Teamwork: You'll collaborate daily with doctors, nurses, and billing specialists. You're part of a dynamic team, ensuring everyone is on the same page for a seamless patient experience.
Champion Integrity: You'll handle sensitive patient information, strictly adhering to HIPAA rules. Trust and privacy are everything here.
Empower the Team: You'll help train new colleagues and ensure our high standards of care never drop. Your reliability keeps the whole operation running smoothly.
Qualifications and Experience:
Minimum of 2 years' experience in a medical setting preferred
PPO & HMO Billing experience required
Strong computer skills; Strong written and verbal (phone) communication skills
Neat and professional appearance
High School Diploma or higher education
Why You Belong Here:
You're a people person. You're organized. You understand that behind every phone call and financial form is a person reaching for a dream.
We offer more than just a competitive wage.
We offer you a seat at the table in a mission-driven organization where your ability to connect with people has a profound, life-changing impact every single day.
If you're ready to launch your career, talk to people, and help turn dreams into reality, we want to meet you.
$33k-53k yearly est. 16d ago
Construction Finance - Summer Internship
Boston 4.7
Finance representative job in Los Angeles, CA
We are looking for college students (rising Juniors and Seniors) seeking internships for the summer of 2026 in LA. Shawmut Design and Construction is looking for an intern to work within our Finance Team, helping to support our clients. We are looking for somebody who would thrive in a fast-paced environment and wants to learn more about Corporate Finance and how we work with other departments throughout the company.
At Shawmut Design and Construction, we take pride in the culture we've built as a 100% employee-owned company-one that's been recognized with more than 85 Best Place to Work awards. We've been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America's Best Employers by Forbes-along with numerous regional recognitions across our 11 offices nationwide.
If you decide to join Shawmut as a full -time employee in the future you will have the opportunity to own your career and deliver impact within our culture of ownership and innovation focused around providing the gold standard of client service for the world's most recognizable and elite brands and institutions.
Responsibilities
Work closely with the Project Accountants to ensure daily tasks are complete
Learn the systems and imaging software used including CMiC and Kofax
Learn about the different workflows in the Finance department
Interact with other departments such as Group Finance to ensure projects are running smoothly and vendors are paid timely when properly compliant
Support our internal clients on Accounting needs
Transition between departments to understand how we interact and work together
Assist Corporate Accounting in reconciliations
Qualifications
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field
Rising Junior or Seniors preferred
Excellent organizational and time management skills
Strong written and verbal communication skills
Ability to meet deadlines
Demonstrated ability to work efficiently under pressure and meet tight deadlines while maintaining high-quality standards
EEO Information
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to offer sponsorship.
Shawmut prohibits discrimination against any staff member or applicant on the basis of race, color, sex, sexual orientation, gender identity/expression, age, religion, national origin, marital status, veteran status, pregnancy, physical or mental disability, genetic information, disability, creed, citizenship status, or any other legally protected characteristic.
Salary Range Information
California Hourly Pay Rate: $22 - $25/hour The range stated is specific to LA. Placement within the listed range depends on many factors, including, but not limited to, years of experience, project size capability (for Construction & Field roles), and internal company equity.
How much does a finance representative earn in Santa Clarita, CA?
The average finance representative in Santa Clarita, CA earns between $22,000 and $57,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Santa Clarita, CA