Finance representative jobs in Watsonville, CA - 389 jobs

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels. #J-18808-Ljbffr

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

We are seeking a motivated MBA Finance Intern to join our Finance team for the summer. This role offers hands-on experience in financial analysis and modeling, providing insights into the value creation of internal programs that support our cutting-edge technology. Develop and enhance financial models to track and quantify the value of internal R&D programs. Analyze cost structures, ROI, and long-term financial impact of strategic initiatives. Collaborate with cross-functional teams (Engineering, Operations, and Product Management) to gather data and validate assumptions. Prepare presentations and reports for senior leadership to support decision-making. Enable Strategic Decision-Making: The intern's financial models will provide leadership with clear insights into the ROI and cost-benefit analysis of internal programs, guiding resource allocation and investment decisions. Currently enrolled in an MBA program with a concentration in Finance or related field. Strong analytical and quantitative skills with proficiency in Excel and financial modeling. Familiarity with valuation techniques (NPV, IRR, ROI) and corporate finance principles. Excellent communication and presentation skills. Interest in technology and semiconductor industry is a plus. Experience with data visualization tools (Power BI, Tableau) is a plus. Knowledge of ERP systems or financial planning tools is desirable.

NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. As a Finance AI Intern, you will join a team at the intersection of financial strategy and cutting-edge technology. NVIDIA's Finance organization is more than just a support function; it is a critical engine that leverages data-driven insights to fuel our global innovation. In this role, you will help bridge the gap between complex technical solutions and business strategy, utilizing the power of AI and intelligent automation to transform how we understand and predict the future of our business. If you are a curious problem-solver with a passion for data science, finance, and building efficient, automated systems, this is your opportunity to drive real-world impact in a dynamic, high-growth environment. What you'll be doing: * You will partner with Finance and business leaders to provide business insight and support within a dynamic growth environment. Your responsibilities may include retrieval augmented generation (RAG), machine learning, automation, AI agents, data engineering, and/or business intelligence with structured or unstructured data. * Collaborate with finance analysts and managers, as well as data engineers and data scientists, to build and deploy models that drive meaningful business results. * Translate technical solutions into business language, communicating with technical and nontechnical stakeholders to make sure solutions are understood by all involved and meet business needs. What we need to see: * Pursuing a Bachelor's degree in Finance or Economics and a technical minor / second degree / concentration is preferred * Proficiency in Python and SQL. * Creative and innovative standout colleague with a positive approach and a focus on business resolution. * Excellent communication and interpersonal skills, with desire to build successful partnerships within all levels of the company. Ways to stand out from the crowd: * Experience applying machine learning or AI to business problems. * Experience in finance or business operations. * Background with LLM's, Databricks / Snowflake, software version control (Git), RPA, or BI tools. * Extraordinary organizational skills, encompassing a very high attention to detail, a strong ownership ethic and intense focus on accuracy and accountability. Ability to plan and implement work priorities effectively. * Energy and real passion for delivering results in a dynamic growth environment. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.

About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.

Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * San Francisco, Menlo Park: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Build a Career That Truly Matters Are you ready to turn your ambition into impact? At New York Life, you'll build a meaningful career helping individuals and families secure their financial futures-while creating one of your own. We are currently seeking a Bilingual Financial Professional to join our growing team in Santa Clara, CA. We welcome candidates fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese, who are passionate about serving diverse communities. Why New York Life? Competitive Compensation Enjoy a robust earnings structure with performance-based incentives that reward your success. Flexible Schedule Design a work-life balance that aligns with your personal priorities and professional goals. Career Growth & Development Advance with confidence through clear, structured career pathways in insurance and financial services-backed by industry-leading training and support. As a Financial Professional, you'll guide clients through a comprehensive range of financial and investment solutions, helping them make informed decisions at every stage of life. Your Impact You'll create personalized financial strategies that empower individuals to reach their long-term goals-protecting what matters most and building lasting relationships along the way. Join New York Life and start making a difference today-for your clients, your community, and your future. Create Lasting Impact as a Bilingual Financial Professional in Santa Clara Empower Your Community: Provide trusted financial guidance in both English and other languages, helping families and individuals achieve stability and growth Grow as a Leader: Strengthen your leadership skills and advance your career in a rewarding, dynamic financial services environment Balance and Flexibility: Enjoy the freedom to design a career that supports both your personal and professional well-being Earn with Purpose: Unlock the potential for significant income, including long-term residual earnings that grow with your success Clear Career Path: For qualified candidates, managerial opportunities are available within two years Full Company Support: Access comprehensive training, mentorship, and sponsorship for insurance and investment licensing Required Languages: English and fluency in one of the following: Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese Core Values: Strong commitment to the concept of “seeds” (reflecting growth, nurturing, and long-term development-both personal and professional) A caring attitude and a genuine desire to help others Ideal Candidate Traits: Dedicated, open-minded, and success-driven Excellent interpersonal and communication skills Compassionate and empathetic in working with clients Self-motivated with a strong desire for learning and career growth Strong relationship-building abilities and exceptional people skills Eligibility Requirements: Must have a U.S. passport, green card, or Immigrated EAD (excluding OPT - F1 Visa holders)

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.

At Inceptive, you will drive development forward that could help billions of people. To accomplish this, you will be part of a collaborative, antedisciplinary team building our biological software. We're looking for a dynamic finance generalist who's eager to roll up their sleeves, thrives in a fast‑moving environment and wants to own a wide range of responsibilities within finance and ops. You'll work directly with the Head of Finance and become a trusted partner across the organization. In this role you'll get to dive into finance, accounting, reporting, managing vendor relationships, supporting planning, and ensuring our Palo Alto office runs smoothly. Your mission, should you choose to accept it Support the daily backbone of our finance function, including managing payables, expenses, vendor workflows, and the systems that keep everything running smoothly Collaborate closely with accounting to review monthly close packages, flag issues, and maintain clean, audit-ready records across all of our entities Be a key contributor in the annual audit by preparing materials, coordinating with auditors, and helping manage timelines and deliverables Contribute to ongoing planning and reporting processes such as forecasts, budgeting, scenario modeling, and team-level insights Help shape how we work with vendors across the company, including sourcing, onboarding, managing contracts, payments, and relationships Work alongside lab ops to keep everything running smoothly at our Palo Alto site by handling purchasing, deliveries, and whatever else pops up to keep operations flowing Take on new projects across finance, operations, and beyond, in a role that offers room to grow and rewards initiative, problem-solving, and a strong bias toward action Qualifications 4-7 years of experience in finance and accounting roles with real ownership Strong working knowledge of core finance and accounting concepts, with the ability to apply them across a range of business needs Comfortable navigating financial systems and open to learning new tools quickly Strong communicator with sharp organizational skills and a bias toward problem-solving Comfortable working independently in a fast-moving environment where priorities shift Motivated by impact, not afraid to ask questions, and always looking for ways to improve how things work What we offer A competitive compensation package 30 days paid vacation per year Comprehensive health insurance and 401K with company match for US based Beginners, with comparable benefits for those based in other countries Quarterly company-wide retreats Monthly wellness benefit Budget for multiple visits per year to our offices in Berlin, Palo Alto or Switzerland Learning & Development budget to attend conferences, take courses, or otherwise invest in your professional growth, as well as access to the Learning & Development platform EdX and Hone A buddy to help you get settled *Varies by country At Inceptive, we are creating tools to develop increasingly powerful biological software for the rational design of novel, broadly accessible medicines and biotechnologies previously out of reach. Our team brings together vast expertise in molecular biology, machine learning, and software engineering, and we are all working towards becoming antedisciplinary, meaning we deepen the knowledge we have in our area of expertise while also expanding our knowledge of completely new fields. We approach our goals with a Beginner's mind, humbly and with fresh eyes, and aim to become the pioneers of a new discipline rooted in biology as much as in deep learning, whose impact will be realized together with out-of-the-box thinkers in business and entrepreneurship, defying established categorizations. We are building a company culture centered around growth, learning, and discovery. We believe in humility and open-mindedness in how we approach each other, as well as problems we don't yet have solutions for. It is the policy of Inceptive to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Inceptive prohibits any such discrimination or harassment. Inceptive is also committed to welcoming and providing accommodations to people with disabilities. Please let us know if you need any accommodations throughout your application process.

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

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.

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.

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. ..

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.