Financial Advisor
Covina, CA job
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Santa Clarita, CA job
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Technology Account Executive | Uncapped Commission!
Los Angeles, CA job
Technology Account Executive
Pay: $69,000 to $80,000/year plus uncapped commission
Experience: Previous experience in a technology "hunting" sales position, including prospecting for new business required; previous experience working in a service industry OR staffing industry is a plus!
Type: Full-time; Direct Hire
Schedule: Monday - Friday
Conde Group is seeking a Technology Account Executive to join a growing and dynamic team!
Job Description:
Conduct a high volume of selling company services
Strategically allocate your time to activities that will best accomplish set goals
Conduct effective discovery meetings with clients that uncover pain points
Formally present/pitch/propose services as solutions to established problems
Maintain accurate data and notes in a CRM or other similar database
Negotiate contracts to maximize long-term and immediate value
Forecast closed deals (sales, recruiting, etc.)
Educate users, clients, and prospects about services, providing relevant and accurate information
Position Requirements:
Effective communication skills with people at all levels of an organization
Documented success selling to technology leaders
Ability to build relationships and accomplish many detail-oriented tasks simultaneously
Conduct sound business decisions analytically in a fast-paced environment
Excellent follow-through skills and time management
Able to work independently and in a team environment
Possess excellent phone sales skills with a strong sense of urgency
Ability to take feedback from managers and peers as a learning experience
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Cybersecurity GRC Specialist
Irvine, CA job
Who We Are
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement.
We Take Care of Our People
Along with competitive pay, as an employee of HCA, you are eligible for the following benefits:
Medical, Dental and Vision plans that include no-cost and low-cost plan options
Immediate 401(k) matching and vesting
Vehicle purchase and lease discounts plus monthly vehicle allowances
Paid Volunteer Time Off with company donation to a charity of your choice
Tuition reimbursement
What to Expect
The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards.
What You Will Do
1. Cybersecurity Governance and Risk Management
Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes.
Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures.
Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments.
2. Cybersecurity Risk Assessment
Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments.
Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment.
Cybersecurity Governance and Risk Reporting
Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps.
Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization.
Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics.
Qualifications
What You Will Bring
Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems.
Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field
Master's degree a plus.
Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable.
Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting).
Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161).
Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations.
Basic understanding of financial regulatory frameworks and cybersecurity best practices.
Ability to communicate complex security concepts to business leaders and technical teams.
Work Environment
Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment.
The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range.
California Privacy Notice
This notice only applies to our applicants who reside in the State of California.
The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”).
If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.
Primary Location: United States-California-Irvine
Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612
Job: Information Security
Job Type: Regular
Overtime Status: Exempt
Schedule: Full-time
Minimum Salary: $92,500.00
Maximum Salary: $143,500.00
Client Relationship Specialist- Newport Beach, CA
Newport Beach, CA job
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Associate General Counsel
El Segundo, CA job
The Associate General Counsel will join a legal team of highly experienced lawyers who have corporate, litigation, broker‑dealer, and investment advisory practice backgrounds. This position offers an excellent opportunity for long‑term professional growth and development of a sophisticated and rewarding legal practice supporting the retail investment advice profession that is vital to the well‑being of our clients.
This position reports to the Deputy General Counsel and is located in El Segundo, California.
What you will do:
The Associate General Counsel will serve as a senior legal advisor within the legal department, providing strategic legal support to both the Registered Investment Advisory (RIA) and Broker‑Dealer arms of the firm. This role requires deep expertise in securities law, investment advisory regulations, and broker‑dealer compliance frameworks. The successful candidate will collaborate closely with business leaders, compliance, risk, and operations teams to ensure legal and regulatory alignment across all business activities.
Your responsibilities will include:
Provide legal counsel on matters related to investment advisory services, brokerage operations, and financial product distribution.
Advise senior leadership on regulatory developments, risk mitigation strategies, and legal implications of business initiatives.
Legal support to various departments including drafting and negotiation of documentation, research and legal advice (business, finance, accounting, tax, compliance, operations and supervision).
Ensure compliance with SEC, FINRA, and state securities laws and regulations.
Interpret and implement changes in laws and regulations affecting RIA and broker‑dealer operations.
Draft, review, and negotiate a wide range of contracts including client agreements, vendor contracts, and partnership arrangements.
Collaborate with outside counsel and manage legal risks proactively.
Supervise junior attorneys and legal staff.
Partner with compliance, risk, and business units to develop integrated legal solutions.
Assist with Mergers & Acquisition due diligence, transition, and integration.
What you need to have:
Juris Doctor (JD) from an accredited law school.
Active member in good standing with the California state bar or other state bar with in‑house registration in California.
Minimum of 13+ years of legal experience at law firms and/or in‑house legal departments, with significant exposure to investment advisory and broker‑dealer matters.
In‑depth knowledge of federal securities laws, FINRA rules, and state regulatory frameworks.
Experience working in‑house at a financial institution and/or with a law firm specializing in financial services.
Strong leadership, communication, and organizational skills.
Ability to manage multiple priorities in a fast‑paced, evolving environment.
What will really catch our eye:
Familiarity with insurance regulations and alternative investment structures.
Experience with digital platforms and fintech‑related legal issues.
Strategic thinker with a proactive approach to problem‑solving.
High ethical standards and commitment to integrity.
Experience in employment law
Compensation:
The salary range for this role is $230,000 - $260,000 plus competitive performance‑based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Cetera Financial Group "Cetera" is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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Project Manager
Los Angeles, CA job
Cooperative LA is disrupting the construction management space and growing rapidly - taking on some of the region's most meaningful civic, cultural, institutional, and development projects ranging from $5m to $2b in value. As a young, diverse, technology-driven and forward-thinking team, we're redefining what owner representation can be: more rigorous, more creative, more technically-focused, and more impactful.
We're committed to building a truly exceptional group of professionals who share our values and approach:
Project First - putting communication, clarity, and forward progress above ego.
Progress, Always - staying curious, learning relentlessly, and improving how we work every day.
People Focused - building trust, fairness, and strong partnerships across the entire project team.
Prosperity Throughout - aligning financial success for clients, partners, and our team, so everyone moves forward together.
As we expand quickly, we're looking for the industry's top emerging talent - entrepreneurial construction professionals who want to help shape a growing company, elevate the standard of our profession, quantify their impact and help shape the future of owner representation in Los Angeles. We are most interested in self-motivated candidates who understand the importance of urgency, efficiency, time management and prioritization to meet challenging goals.
ROLE DESCRIPTION
We are seeking a Project Manager with 6-10 years of experience who brings deep technical understanding, strong team leadership, and the ability to guide complex projects from early design through construction. General Contractor or Architect experience is preferred.
With oversight and training from a Project Executive or President, the Project Manager will oversee and coordinate all aspects of challenging construction projects, including planning, scheduling, budgeting and managing resources to ensure successful project completion and satisfied clients. The projects include multifamily (including modular), sports arenas, historic, public-private partnerships, utility infrastructure, hospitality, industrial and more.
This is a full-time, on-site role based in Los Angeles, CA with offices located in Pasadena and Culver City. Projects are located throughout Los Angeles County.
The team is currently working 2-3 days per week in the office and 2-3 days per week from home or project sites.
RESPONSIBILITIES
True Builder
Manage medium-to-large projects across design, permitting, bidding, contracting and construction.
Quickly identify interdisciplinary conflicts in drawings and consultant deliverables.
Oversee schedule reviews, delay/acceleration planning, and change-order negotiations.
Apply lessons learned and constructability knowledge to guide team decisions.
Maintain strong technical fluency across trades and building systems.
Share construction lessons learned with teammates in monthly staff meeting presentations.
Mentor teammates on specific trade expertise to elevate the company's overall technical ability.
Team Leadership
Assume responsibility for project and team success, including that of external partners.
Lead multidisciplinary consultant and contractor teams with clarity, accountability and a Project First mindset.
Create and update project schedules, permit logs, utility matrices, issues list and any other tools to surface critical issues and focus the team on priorities.
Build strong relationships with clients, public agencies, and project partners.
Navigate and resolve inter-consultant conflicts swiftly and diplomatically.
Push teams toward best practices and elevate the performance of the entire project ecosystem.
Mentor Assistant Project Managers and support their career development.
Represent Cooperative LA with professionalism, authority, and reliability.
Meeting Leadership
Lead structured, efficient meetings that produce decisions, commitments, and forward motion.
Properly prepare for meetings and guide discussions toward resolution in meeting or by specific due dates.
Capture and distribute meeting notes within 24 hours that are accurate, action-oriented, and governed by due dates.
Push for clear deadlines informed by project targets and ensure follow-through across all participants.
Create spin-off coordination sessions when technical issues require deeper focus.
Quality Deliverables
Produce and oversee high-quality schedules, budgets, reports, logs, risk trackers, and other project documentation.
Tailor deliverables to meet client needs while maintaining firm-wide standards.
Provide detailed feedback and quality control on APM deliverables.
Develop improved tools, templates, GPTs or processes when existing ones aren't sufficient.
Ensure all reporting surfaces risks and drives timely decision-making.
Integrity
Serve as a trusted advisor to clients and a stabilizing force for the team.
Communicate difficult truths with diplomacy and professionalism.
Hold yourself and others to high ethical standards.
Practice authenticity and courage with sharing ideas, stating limitations and flagging concerns.
Diligently and urgently protect the client's budget and schedule as if it was your money.
Demonstrate humility, fairness, and accountability, especially under pressure.
Model Cooperative LA's values in every interaction.
Technologies
We use Smartsheet, OpenAI, Bluebeam, Procore, Primavera, EOS, Pipedrive, Microsoft Suite and more.
Those with a curiosity around new technologies and finding better ways to work do exceptionally well here.
What We're Looking For
6-10 years of experience in development, construction management, architecture, engineering, or similar fields. General Contractor or Architect experience is preferred.
Strong technical expertise across major trades and building systems.
Proven ability to lead interdisciplinary teams and manage complex workflows.
Excellent communication, meeting leadership, and conflict-resolution skills.
Ability to mentor junior staff, organize large efforts, and deliver high-quality work under tight timelines.
Alignment with Cooperative LA's values and commitment to excellence.
Experience managing projects in Los Angeles is preferred.
Ability to work three times a week at our main office in Pasadena.
Salary & Benefits
The annual salary range for this role is $145,000 to $162,000.
Annual performance based bonuses.
Clarity and support for upward mobility using C.LA's Competency Ladders.
Remote workdays 2 days a week.
AI training and immersion.
6% 401k Employer Match.
100% medical coverage for employees on base plans.
Profit Interest Units (PIUs) Program Eligibility.
Flexible PTO Policy.
Professional development allowances for ULI, AIA, etc.
Weekly lunches and quarterly team building events.
Beautiful offices in Pasadena and Culver City working alongside AEC & Development firms as co-tenants.
How to Apply
If you're interested in this role, email your resume or CV to
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with the subject line: “Project Manager - [Your Name]”
IT Security Analyst
Buena Park, CA job
The IT Security Analyst is responsible for developing, implementing, and managing security measures across multiple functional areas including core infrastructure, data, network, systems, and web applications. This role supports the creation and enforcement of security policies and procedures, monitors for threats and vulnerabilities, and assists in incident response and risk analysis. The analyst will collaborate with IT and business units to ensure the organization's security posture aligns with strategic goals and regulatory requirements.
DUTIES
Monitor and analyze security threats including viruses, malware, phishing attempts, and suspicious system activity across firewalls, IDS, VPN, email filters, and web filters.
Reports adverse security events and risk assessments to the Information Security Officer and Chief Information Officer
Administer and enforce security policies by managing user access, reviewing violation reports, investigating anomalies, and maintaining documentation of security controls.
Provide end-user support for security-related issues including malware infections, phishing attempts, and safe browsing practices.
Evaluate and recommend security tools, technologies, and procedures to improve protection and operational efficiency.
Educate IT staff and business units on security policies and best practices; consult on security implications of user-managed systems and applications.
Participate in IT projects to ensure the security requirements are integrated into system design and implementation.
Support the organization's IT strategic plan by delivering secure technology solutions that meet the business objectives.
Ensures compliance with internal policies, regulatory requirements, and industry standards.
QUALIFICATIONS
EDUCATION: Bachelor‘s Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience.
EXPERIENCE: 3 to 5 years of combined IT and security experience with a broad range of exposure to systems analysis, application development, database design and administration; one to two years of experience with information security.
SKILLS/ABILITIES
Strong understanding of security principles, technologies, and practices across diverse platforms.
Hands-on experience with configuring and securing workstations, laptops, mobile devices, servers, printers, switches, and other peripherals.
Familiarity with banking applications such as Fiserv, Jack Henry, or FIS.
Excellent verbal and written communication skills with the ability to convey complex technical concepts to non-technical audiences.
Demonstrated problem-solving, analytical thinking, and decision-making skills.
Strong customer service orientation and interpersonal skills.
Security certifications (e.g. CompTIA Security+, CEH, GCIH) are a plus.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses.
We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Data Engineer
Irvine, CA job
Thank you for stopping by to take a look at the Data Integration Engineer role I posted here on LinkedIN, I appreciate it.
If you have read my s in the past, you will recognize how I write job descriptions. If you are new, allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions, Inc and I have been recruiting technical talent for more than 23 years and been in the tech space since the 1990s. Due to this, I actually write JD's myself...no AI, no 'bots', just a real live human. I realized a while back that looking for work is about as fun as a root canal with no anesthesia...especially now. So, rather than saying 'must work well with others' and 'team mindset', I do away with that kind of nonsense and just tell it like it is.
So, as with every role I work on, social fit is almost as important as technical fit. For this one, technical fit is very very important. But, we also have some social fit characteristics that are important. This is the kind of place that requires people to dive in and learn. The hiring manager for this one is actually a very dear friend of mine. He said something interesting to me not all that long ago. He mentioned, if you aren't spending at least an hour a day learning something new, you really are doing yourself a disservice. This is that classic environment where no one says 'this is not my job'. So that ability to jump in and help is needed for success in this role.
This role is being done onsite in Irvine, California. I prefer working with candidates that are already local to the area. If you need to relocate, that is fine, but there are no relocation dollars available.
I can only work with US Citizens or Green Card Holders for this role. I cannot work with H1, OPT, EAD, F1, H4, or anyone that is not already a US Citizen or Green Card Holder for this role.
The Data Engineer role is similar to the Data Integration role I posted. However, this one is mor Ops focused, with the orchestration of deployment and ML flow, and including orchestrating and using data on the clusters and managing how the models are performing. This role focuses on coding & configuring on the ML side of the house.
You will be designing, automating, and observing end to end data pipelines that feed this client's Kubeflow driven machine learning platform, ensuring models are trained, deployed, and monitored on trustworthy, well governed data. You will build batch/stream workflows, wire them into Azure DevOps CI/CD, and surface real time health metrics in Prometheus + Grafana dashboards to guarantee data availability. The role bridges Data Engineering and MLOps, allowing data scientists to focus on experimentation and the business sees rapid, reliable predictive insight.
Here are some of the main responsibilities:
Design and implement batch and streaming pipelines in Apache Spark running on Kubernetes and Kubeflow Pipelines to hydrate feature stores and training datasets.
Build high throughput ETL/ELT jobs with SSIS, SSAS, and T SQL against MS SQL Server, applying Data Vault style modeling patterns for auditability.
Integrate source control, build, and release automation using GitHub Actions and Azure DevOps for every pipeline component.
Instrument pipelines with Prometheus exporters and visualize SLA, latency, and error budget metrics to enable proactive alerting.
Create automated data quality and schema drift checks; surface anomalies to support a rapid incident response process.
Use MLflow Tracking and Model Registry to version artifacts, parameters, and metrics for reproducible experiments and safe rollbacks.
Work with data scientists to automate model retraining and deployment triggers within Kubeflow based on data freshness or concept drift signals.
Develop PowerShell and .NET utilities to orchestrate job dependencies, manage secrets, and publish telemetry to Azure Monitor.
Optimize Spark and SQL workloads through indexing, partitioning, and cluster sizing strategies, benchmarking performance in CI pipelines.
Document lineage, ownership, and retention policies; ensure pipelines conform to PCI/SOX and internal data governance standards.
Here is what we are seeking:
At least 6 years of experience building data pipelines in Spark or equivalent.
At least 2 years deploying workloads on Kubernetes/Kubeflow.
At least 2 years of experience with MLflow or similar experiment‑tracking tools.
At least 6 years of experience in T‑SQL, Python/Scala for Spark.
At least 6 years of PowerShell/.NET scripting.
At least 6 years of experience with with GitHub, Azure DevOps, Prometheus, Grafana, and SSIS/SSAS.
Kubernetes CKA/CKAD, Azure Data Engineer (DP‑203), or MLOps‑focused certifications (e.g., Kubeflow or MLflow) would be great to see.
Mentor engineers on best practices in containerized data engineering and MLOps.
Senior Sound Designer
Irvine, CA job
About the Hiring TeamWelcome to Lightspeed LA, the first U.S.-based, AAA game development studio for Tencent Games. Lightspeed LA is focused on building open-world games that emphasize an ambitious living world, sophisticated player-driven gameplay, and mature, thoughtful storytelling. We are developing the first in a series of genre-defining titles.
Why join Lightspeed LA?
For us, it's not only about the exciting, new AAA open world game we're developing but also about team values and studio culture. We foster an open and transparent environment where everyone feels comfortable providing constructive feedback about all aspects of our games.
● We encourage the showing of work that's still in progress.
● We don't attack or question unfinished work, we celebrate its promise.
● We have a No Blame Culture where we blame the problem, not the person.
This is a safe place to fail, and we don't view failure as a negative, but as the natural result of pushing boundaries and trying new things. We create together. We face Challenges Together. We succeed together.What the Role Entails
About this position at Lightspeed LA
This is an exciting opportunity for an experienced, passionate, creative and technical Senior Sound Designer to join our in-house audio team and help create world-class audio on a new and exciting open-world AAA game. We are seeking someone who will bring passion to the role, collaborating with sound and other disciplinary teams, creating sonically rich, high-quality AAA audio. Your primary focus will be on sound design, sound systems and implementation. Below is an outline of responsibilities and some of the qualities we look for in the ideal teammate.
Responsibilities
Design, edit, mix, master and implement immersive, next-gen audio content and systems to engage players and enrich game narrative with the goal to raise the bar in game audio.
Create and edit new sound effects and record real-world sounds using various recording techniques, professional audio editing tools, plug-ins, hardware and props both in the field and in the studio.
Implement and author interactive, real-time sound using middleware, scripting tools and/or in-engine to bring soundscapes to life.
Collaborate with audio engineers, other sound designers and departments to design and document audio systems, own and deliver on audio features.
Sound design and mix cinematic audio content to blend seamlessly with gameplay audio.
Who We Look For
Preferred Qualifications
Understand emotion and tension in storytelling, and be able to design immersive, narrative-driven audio.
5+ years of professional experience in AAA game audio with a minimum of one AAA title shipped as Senior Sound Designer or equivalent.
Expert in at least one DAW (preferably Nuendo or Reaper, with ProTools as a secondary option)
Imaginative and creative use of audio production tools, foley performance and capture, props, and recording techniques to create high quality original content.
Expertise in interactive audio, sound design, recording and post production techniques.
Understanding of, and experience in creating and authoring real-time, parameter-controlled sounds such as vehicle engines, weather systems, ambiences.
Proven experience with the Wwise middleware tool (or proficiency in similar middleware).
A grasp of logic and simple scripting methods for interactive audio implementation within a game engine.
Experience working with other departments and understanding their workflow.
Excellent communication, interpersonal and organizational skills.
Desirable Skills & Experience
Experience working on environmental audio, sound propagation and 3D audio
Familiarity and experience with the Unreal Engine.
Experience with music editing and implementation of interactive music.
Experience with dialogue/VO editing, mastering, implementation and localization.
If the above sounds like you, or if you'd like to know more about the role, we'd love to hear from you to see if we might be a good fit for each other! Contact us for more information about this exciting opportunity.
Why Join Us?
Location State(s)
US-California-IrvineThe expected base pay range for this position in the location(s) listed above is $93,100.00 to $216,700.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Auto-ApplyD365 Field Service Consultant + Sap Integration
Los Angeles, CA job
Dynamics 365 Field Service Support: Provide technical support, issue resolution, and system maintenance for Dynamics 365 Field Service systems.
Customer Interaction: Engage with U.S. clients to understand their Field Service requirements and communicate effective solutions.
Problem Solving: Diagnose and resolve technical issues related to Field Service operations efficiently.
Customization and Enhancement: Utilize JavaScript, CSS, and HTML to enhance the user interface and functionality of Dynamics 365 Field Service.
PowerApps Utilization: Create custom business apps and automation within Dynamics 365 Field Service using PowerApps.
SAP Integration: Facilitate seamless integration and support for clients using SAP alongside Dynamics 365 Field Service (knowledge desirable).
Collaboration: Work closely with internal teams and developers to address complex Field Service issues and ensure timely resolutions.
Training and Guidance: Provide end-user training to ensure effective utilization of the Field Service system.
Proactive Approach: Anticipate and address issues, make system improvements, and help other support teams resolve issues within SLA. Qualifications:
5-8 years of experience in supporting and administering Dynamics 365 Field Service.
Technical Skills: Strong expertise in Dynamics 365 Field Service, including customization, configuration, and troubleshooting.
JavaScript, CSS, HTML: Proficiency in customizing and enhancing Dynamics 365 Field Service user interface and functionality.
PowerApps: Hands-on experience with PowerApps for app development and automation.
SAP Knowledge: Desirable understanding of SAP for integration and support.
Communication Skills: Effective communication with U.S. clients and internal stakeholders.
Time Zone Experience: Experience working in the Pacific and Central Time Zones is an advantage.
Certifications: Microsoft Dynamics 365 Field Service certifications are preferred.
Problem-Solving: Ability to diagnose and resolve technical issues in the Field Service domain.
Documentation: Strong documentation skills to maintain records of support activities.
Proactive Mindset: Initiative to proactively address issues and contribute to system improvements.
Team Player: Collaborative attitude to work effectively with cross-functional teams.
Flexibility in working in shifts/holidays/weekends based on roster created by Delivery Manager is a must Onsite Offshore coordination experience is a must Additional Information:
SAP Field Service Management with SAP S/4HANA Service A PLUS
Required Certifications:
MB-240 Microsoft Dynamics 365 FIELD SERVICE
PL-200
Base Monthly Salary
Competitive ++
Annual Performance Bonus
Performance Marketing Manager - Creative Optimization
Los Angeles, CA job
As a Performance Marketing Manager, you play a pivotal role in shaping and optimizing paid social and display campaigns, creative testing, and digital strategy. You use your analytical mindset and creative instincts to drive learning agendas, evaluate ad performance, and continually push for higher impact across digital channels. Your strong collaboration with creative teams and agencies allows you to unlock new opportunities in paid social, using actionable insights and A/B testing to enhance business results.
About the Role
Drive performance marketing creative testing and strategy, with a primary focus on paid social and display channels
Analyze and interpret ad performance data across social and display platforms to identify areas for improvement and growth
Develop and manage learning agendas that fuel creative development and optimization
Work closely with performance creative teams, providing strategic direction for asset creation and enhancement
Collaborate with external agencies to execute, test, and improve paid social and display campaigns
Provide actionable insights and guidance to creative teams, leveraging data-driven findings and successful creative trends
Present regular updates and recommendations regarding creative performance and campaign strategy to internal and external stakeholders
About You
Minimum Qualifications
2 years of performance media marketing experience with strong emphasis on paid social and creative testing
Demonstrated experience generating ROI-based results in paid social, display, and programmatic media
Expertise in interpreting marketing data and analytics; skilled in developing creative testing (including A/B testing) strategies
Strong presentation skills and ability to translate data into actionable, strategic recommendations
Experience partnering across teams, agencies, and creative functions to drive campaign results
Preferred Qualifications
Proficiency in data analysis tools and advanced Excel skills, including Pivot Tables
Familiarity with leading social media and display advertising platforms (e.g., Google, Meta, TikTok, YouTube, DSPs)
Experience developing and leading learning agendas and creative testing roadmaps
Demonstrated creative problem-solving, intellectual curiosity, and strategic thinking
Bachelor's degree in Marketing, Communications, Business, or related field; leadership potential
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage , which was founded in 1985. Today, we're a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
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.
Colorado, New York City, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $57,000.00-$121,500.00. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found
here
. The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
Auto-ApplyFinancial Advisor
Torrance, CA job
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Los Angeles, CA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-Apply30 Hour Teller - Irvine
Irvine, CA job
Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
* Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
* Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
* Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
* Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
* Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
* Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
* Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
* Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
* Helping coach Banking Specialist I on products, services, policies and procedures.
* Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
* Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
* Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
* Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
* High School Diploma or Equivalent
* Minimum of 12 months previous client service experience preferred
* Previous cash-handling experience required
* Previous banking experience strongly preferred
* NLMS registration preferred
* Developed customer service skills, including written and verbal communication
* Ability to use a PC and alpha/numeric keyboard
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment (for roles other than our branch/retail positions) which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.
Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $20.00 to $25.00
Technology Account Executive | Uncapped Commission!
South Gate, CA job
Technology Account Executive
Pay: $69,000 to $80,000/year plus uncapped commission
Experience: Previous experience in a technology "hunting" sales position, including prospecting for new business required; previous experience working in a service industry OR staffing industry is a plus!
Type: Full-time; Direct Hire
Schedule: Monday - Friday
Conde Group is seeking a Technology Account Executive to join a growing and dynamic team!
Job Description:
Conduct a high volume of selling company services
Strategically allocate your time to activities that will best accomplish set goals
Conduct effective discovery meetings with clients that uncover pain points
Formally present/pitch/propose services as solutions to established problems
Maintain accurate data and notes in a CRM or other similar database
Negotiate contracts to maximize long-term and immediate value
Forecast closed deals (sales, recruiting, etc.)
Educate users, clients, and prospects about services, providing relevant and accurate information
Position Requirements:
Effective communication skills with people at all levels of an organization
Documented success selling to technology leaders
Ability to build relationships and accomplish many detail-oriented tasks simultaneously
Conduct sound business decisions analytically in a fast-paced environment
Excellent follow-through skills and time management
Able to work independently and in a team environment
Possess excellent phone sales skills with a strong sense of urgency
Ability to take feedback from managers and peers as a learning experience
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Bilingual Loan Specialist
Torrance, CA job
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyFraud Prevention Analyst
Santa Ana, CA job
works from the Santa Ana, CA corporate office. It is not a remote opportunity .
Exciting Opportunity at Orange County's Credit Union
Fraud Prevention Analyst
CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit.
CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun
Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing.
Generous benefits include:
Anthem HMO/PPO, Delta Dental, Unum options - from day one
Life insurance at no cost to employees.
401(k) - We match up to 6% of the employee's contribution (dollar for dollar)
Vacation hours - 13 days per year and rolls over year to year, and increases with tenure
Sick hours - 7 days per year and paid holidays
Annual performance merit increases
Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities
Annual discretionary bonus
Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.
POSITION SUMMARY:
The Fraud Prevention Analyst is responsible for identifying high-risk transactions, researching and resolving suspicious activities, with a focus on reviewing Digital Banking activities (including Zelle payment transactions). Requires a strong understanding of various payment solutions and software functionalities, as well as adherence to regulatory compliance. Maintains current knowledge of the Fraud Prevention area's unique attributes and Member needs. Assists with implementation of fraud detection, prevention, and mitigation analytics, tools, techniques, and controls, and recommends correction items in response to loss or high-risk events. Performs investigations and collaborates with appropriate business partners and local, state, and federal authorities.
ESSENTIAL FUNCTIONS:
Reviews reports, systems and correlating data to identify potentially fraudulent transactions and emerging threats and places appropriate account restrictions or adopts other mitigating measures to ensure the Credit Union's loss is minimized.
Tracks financial industry fraud trends and recommends mitigating solutions.
Acts as point of contact for fraud mitigation issues, problems, questions directly related to Fraud Mitigation and services. Assists members and staff with resolving issues with quick turnaround and accuracy.
Conducts thorough research and analysis of payment related fraud and fraud trends, delivering detailed reports for resolution and update the department supervisor.
Utilizes tact and good judgment to resolve issues and supports associates with difficult situations.
conducts special studies, collects a variety of data and information, analyzes and summarizes such information, makes recommendations and provides statistical reports.
Develops profiling and trending of fraud losses and recommendations to mitigate losses. Elevates critical fraud cases to management for further review.
Identifies high risk transactions and responds timely to mitigate potential losses by placing holds, restricting accounts, and recommend account closures.
Maintains a working knowledge of the BSA/AML program with emphasis on CIP and money laundering.
Complies with State and Federal laws and regulations (including but not limited to BSA, AML, OFAC, Regulation CC, D, E and Z) in performing day-to-day functions.
Manage payment-related cases on confirmed fraud events, while complying with applicable procedures (including, but not limited to, Zelle operating rules).
Protects the confidentiality of all financial data relating to Credit Union operations and its members.
QUALIFICATIONS:
Experience/ Training/ Education:
High school education or related field or equivalent knowledge.
Two to five years' financial institution/credit union experience. Experience must include direct contact/interaction with customers/members, processing transactions, and identifying red flags. Knowledge in Jack Henry application suites (such as, Symitar, Synapsis, Defender, etc.) preferred.
Zelle payment review experience preferred.
Subject matter expert (SME) and be able to demonstrate skills/experience supporting all products.
Knowledge/ Skills/ Abilities:
Strong investigative and analytics skills
Knowledge of financial Institutions anti-fraud processes and experience.
Knowledge of credit union applicable rules and regulations, policies, and procedures.
Excellent communication/influence skills both verbally and in writing and excellent telephone manner, with strong presentation skills to be able to produce reports, conduct presentations and group facilitations.
Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level.
Able to manage and execute multiple complex projects within required timelines and expectations.
Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills.
Ability to accurately perform mathematical calculations.
Ability to interface with others in a positive and professional manner.
The targeted hourly rate range is $28.00 to $35.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background and credit checks. EOE
Auto-ApplySenior Lead Commercial Banking Business Development Representative
Irvine, CA job
**About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the Orange County market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* .
**In this role, you will:**
+ Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity
+ Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking
+ Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
+ Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues
+ Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships
+ Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect
+ Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects
**Required Qualifications:**
+ 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
+ Completion of formal credit training program
+ Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B
+ Demonstrated experience working collaboratively to deliver the organization to clients and prospects
+ Demonstrated experience generating new client relationships, building and retaining long-term client relationships
+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ _Travel_ : Ability to travel
\#commercialbanking
**Location:**
+ 2030 Main Street, Irvine, CA 29614
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$191,000.00 - $305,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
30 Dec 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-506167
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
Los Angeles, CA job
Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you!
We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role
(depending on experience)
supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans.
This position will be based in Los Angeles, where the team is working in the office 4 days a week.
What you can expect:
Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US.
Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.
Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks.
Analyze economic, market, legal, and political conditions within an investment's geography.
Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team.
Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.
Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers.
What you will bring:
Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting
Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types.
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
Advanced knowledge of Microsoft Excel and Argus.
Experience underwriting stabilized and proforma cash flows across property types.
What will set you apart:
Strong writing and quantitative skills and demonstrated analytical ability.
Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously.
Self‐motivated with perseverance, and a hands‐on, proactive style.
*We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-Apply