Financial Consultant - Top Flight Finance

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• Charles Schwab

  

  VP, Financial Consultant - Century City, CA

  hace 1 día

  LOS ANGELES

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ 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

• Charles Schwab

  

  VP, Financial Consultant - Los Angeles, CA (Downtown)

  hace 1 día

  LOS ANGELES

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ 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

• Zurich Insurance Company Ltd.

  

  Associate Degree Apprenticeship Program - Underwriting Associate - Los Angeles, CA (Summer 2026)

  hace 4 días

  Los Angeles

  Zurich North America’s Apprentice Program Zurich is accepting resumes for our 2026 Apprentice Program, apply today! The program launches at the beginning Summer 2026 as early as June 16th through July 20th. About the program: Our innovative General Insurance Apprentice Program allows participants to simultaneously gain their first-time higher education and the experience to launch a rewarding career in commercial insurance. In our Los Angeles office Apprentices will support our Large Property - Underwriting Account Service Associate Team with: • Servicing accounts through our end-to-end process, • Accessing and evaluating underwriting processes while implementing best practices, • Following instructions from underwriters in areas of policy rating and pricing, • Reviewing application of mandatory policy forms in relation to accounts The two-year program offered in Los Angeles, CA combines targeted virtual coursework at Harper Community College with relevant work rotations at Zurich North America’s Los Angeles office. The ideal candidate is seeking a first-time associate degree and has minimal college credits completed. Apprentices who successfully complete this two-year program will: • Work in a paid, benefit-eligible full-time position at Zurich, • Work 3 days a week, School 2 days a week, paid for all 40 hours/week, • Earn a tuition-free Associate in Applied Science degree in:, • Business Administration with a concentration in Insurance (Virtually at Harper College), • Receive a Department of Labor Certificate of Apprenticeship, • Possess credentials and skills for today’s ever-changing marketplace Basic Qualifications: • High School Diploma or equivalent., • Professional work experience not required., • Must be enrolled and validated as college ready by Harper Community College Admissions. This is a separate application process that can take place concurrently to Zurich's application process. Preferred Qualifications: • 1 or more years of work experience and/or leadership role in student activities and/or significant voluntary community service, • Interest in pursuing a career in the insurance industry, • Ability to balance multiple priorities between work and school deadlines, • Strong customer service skills, • Collaboration and problem-solving skills, • Ability to communicate with impact, • High degree of self-discipline and focus, • Attention to detail, • Ability to collaborate and work successfully in a team environment, • Intermediate computer skills, specifically Excel, • Ability to navigate learning and interactions in an online environment At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click ___. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed hourly rate for this position is $22.12, with short-term incentive bonus eligibility set at 5%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-

• Zurich Insurance Company Ltd.

  

  National Accounts Casualty Underwriting Manager (AVP or VP)

  hace 4 días

  Los Angeles

  Zurich North America is currently looking for an experienced National Accounts Casualty Underwriting Manager for our Los Angeles Region. This position will be based in our Los Angeles Office. The National Accounts Casualty Underwriting Manager will be responsible for developing and driving the success of our Large Casualty book of business. This is a critical leadership position, and we are looking for a strong market leader that will manage the LA Region’s financial plan, growth strategy, cultivate client and broker relationships, retention and managing the overall health of our P&L. Responsibilities Include: * Establishing key performance targets and financial budgets to optimize business performance in line with underwriting objectives to meet or exceed the financial plan with a focus on rate and retention for Large Casualty National Accounts in the LA Region * Managing and mentoring a team of underwriters by acting as a technical resource and shepherding the referral process * Helping the team manage the new business pipeline * Managing relationships with key internal stakeholders to identify opportunities for service improvement to ensure commercial viability and customer satisfaction * Participating in leadership team meetings to provide specialist guidance and enable the implementation of policies, projects and change initiatives to produce profitable results * Contributing to the business strategy to align underwriting strategy with wider business goals * Overseeing development plans for underwriters to ensure the capability exists to drive business results * Recommending and implementing action plans after reviewing broker book of business profit, growth results and trends * Developing and maintaining relationships with distributors (agents and brokers) in support of business retention and new business and work with customers and distributors (agents and brokers) to determine their insurance-related needs and provide solutions This role will be filled at either the National Accounts Casualty Underwriting Manager (AVP or VP) level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. AVP Level Required Qualifications: * High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR * High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR * Zurich Certified Insurance Apprentice including an associate degree and 5 or more years of experience in the Underwriting or Market Facing area AND * 2 or more years of management experience OR VP Level Required Qualifications: * Bachelor’s Degree and 10 or more years of experience in the Underwriting, Market Facing, Broker, Carrier, or Risk Management area within the Commercial Insurance industry OR * Bachelor’s Degree with 20 or more years of experience in Claims or Underwriting Support area within the Commercial Insurance industry AND * Experience in Large Casualty Lines of Business * 2 or more years of people management experience Preferred Qualifications: * Advanced knowledge and practice of Large Casualty lines of business * Advanced knowledge of Loss Sensitive Plans, including SIRs, retros and deductibles * Strong managerial, team building, collaboration and organizational skills * Established broker relationships in the region * Strong relationship, presentation skills, negotiation and leadership skills * Ability to interact with the C-Suite * Knowledge in risk selection and assessment, along with the ability to manage complex portfolios * Technical knowledge of insurance industry operations and processes * Knowledge of loss trends, triangles and ratemaking * Bachelor's degree At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $130,000.00 - $280,000.00. The proposed salary range for the AVP is $130,000.00- $215,000.00, with short-term incentive bonus eligibility set at 20%. For the VP is $198,000.00- $280,000.00, with short-term incentive bonus eligibility set at 25%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-EXECUTIVE

• Jobot

  

  Senior Accountant

  hace 4 días

  Los Angeles

  Job DescriptionLeading financial services company in Woodland Hills, CA needs a Sr. Accountant to manage premiums, claims, product accounting, and month-end close. 5+ years accounting experience required. Experience in financial services and with MS Dynamics 365 desired. This Jobot Job is hosted by: Ray Madden Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact. Why join us? Be part of a specialized team focused on innovative insurance products Opportunity to work with complex, high-volume financial data Hybrid work environment offering balance and flexibility Collaborative culture that values accuracy, initiative, and innovation Job Details We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports. Responsibilities: Oversee operational and accounting aspects of specialty insurance products, including: Understanding agreements with third-party providers Weekly/monthly reporting of product activity to third-party partners Timely funding of premiums and reconciliation of payments Adjusting premium payments for refunded or compensated claims Prepare and post monthly journal entries related to: Premium payments and associated adjustments Cash claims and product vouchers Product costs and expense reconciliations Other daily accounting activities (cash, prepaids, accruals, etc.) Support month-end close and preparation of financial documentation Analyze large data sets to ensure accuracy and compliance Qualifications: Bachelor’s degree in Accounting, Finance, or related field 5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas) Ability to work independently and exercise judgment in problem-solving Detail-oriented, organized, and able to meet deadlines Strong analytical and communication skills Experience with Microsoft Dynamics 365 is a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

• Jobot

  

  Staff Accountant

  hace 7 días

  Los Angeles

  Job DescriptionStaff Accountant to support LA This Jobot Consulting Job is hosted by: Shezad Allaudin Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $25 - $35 per hour A bit about us: This 501(c)(3) non-profit organization was established two decades ago with the mission of promoting animal welfare and securing safe, loving forever homes for all animals under its care. The organization operates as a rescue/shelter hybrid, managing a local animal shelter while running additional rescue programs supported by its foundation. Each year, it cares for an average of around 400 animals. Why join us? Hybrid schedule Flexible Hours Great Mission Benefits available through Jobot, while on contract Job Details Job Details: We are currently seeking a dynamic and highly-motivated Staff Accountant to join our team. Our ideal candidate is a proactive, solution-oriented professional who thrives in a fast-paced and collaborative environment. Responsibilities: As a Staff Accountant, your primary responsibilities will include: 1. Preparation and review of journal entries and account reconciliations to ensure accurate reporting and ledger maintenance., 2. Analyzing and reviewing financial statements and reports, ensuring all calculations and data entries are correct., 3. Reconciling balance sheet and income statement accounts to ensure compliance with accounting standards., 4. Assisting with monthly, quarterly, and annual financial and operational audits., 5. Providing detailed analyses and explanations of all transactions, as well as collaborating with the accounting team to improve financial processes., 6. Consulting with clients to understand their accounting needs and to offer solutions., 7. Working closely with the team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable, and manage invoices and tax payments. Qualifications: To be considered for the Consulting Staff Accountant position, candidates should possess the following: 1. Bachelor's degree in Accounting, Finance, or a related field., 2. A minimum of 3years of experience in accounting or related field, with a strong emphasis on journal entries and account reconciliation., 3. Proficiency in major accounting software packages for both general ledger and statutory accounting., 4. Strong understanding of Generally Accepted Accounting Principles (GAAP)., 5. Excellent analytical skills with an attention to detail., 6. Ability to work independently, as well as part of a team, on multiple projects., 7. Exceptional problem-solving skills and ability to provide useful and efficient financial information., 8. Excellent verbal and written communication skills, with the ability to effectively interact with and provide recommendations to clients and team members. If you are a passionate, dedicated professional with a love for accounting and problem-solving, we want to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

• Data Annotation

  

  Remote Finance Director - AI Trainer

  hace 4 días

  Los Angeles

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Data Annotation

  

  Remote Senior Financial Analyst - AI Trainer

  hace 4 días

  Los Angeles

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.