Accounting & Finance jobs in Costa Mesa, CA - Page 7Create job alerts

Harbinger Motors is seeking a skilled Senior Financial Analyst to lead budgeting and forecasting for the Bill of Material (BOM), Engineering NRE and Tooling. Prepare and present financial reports to senior leadership, providing clear and concise summaries of BOM costs and impacts. Partnering closely

The Senior Financial Analyst II will support the financial planning, forecasting, and performance reporting activities for Pacific Life Investments (PLI). We're actively seeking a talented Senior Financial Analyst II to join our Pacific Life Investments - Finance team in Newport Beach, CA. This role

Part-Time Position In Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through va

Expert knowledge of Desktop Underwriter (DU) & Loan Prospector/Loan Product Advisor (LP/LPA). As an Underwriter, your primary mission is to evaluate and decision borrower qualification for mortgage loans to ensure creditworthiness, ensure compliance with company, agency, and investors standards and

The Senior Financial Analyst will be based in our headquarters office located in Tustin, California. Build and maintain advanced financial models for forecasting, budgeting, scenario planning, and long-range strategic initiatives. Analyze financial results, identify key trends, and perform variance

Finance Data Infrastructure: Owns finance data and builds systems to deliver critical financial insights and support decision-making for finance stakeholders. Finance Operations (and Data Systems) Manager to join our rapidly growing team in Costa Mesa, California, to lead and own the finance data in

Archipelago Companies is actively seeking a highly motivated Financial Analyst to support budgeting, forecasting, and reporting across a portfolio of consumer brands, with a focus on revenue, expenses, pricing, and tracking omni-channel performance. The role blends advanced Excel analysis, financial

Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree.

All candidates are encouraged to apply and depending on prior experience the position could be an Underwriter I or II. The Underwriter I (U/W I) along with the other credit support staff, works closely with the Credit Administrator and the Director of Credit Administration to evaluate basic loan app

Passionate about finance? Your next role could help our industry-leading team deliver and maintain large-scale operations on time and on budget. Based in our modern Irvine office, you'll have the opportunity to work with our US Finance team on ad-hoc analysis and preparing financial reports, making

The Senior IT Auditor manages multiple assignments concurrently, makes subjective judgment calls for areas that are moderately complex, writes clear and effective audit findings with limited supervision and assistance and maintains good working relationship with all staff to foster an open dialogue

Financial Data Analyst Conduct fin'l data analysis on various investment portfolios.

Assist Underwriters/Brokers with reviewing, analyzing, and underwriting renewal and new business accounts; determine premiums and terms, analyze exposures, and issue written indications, quotes, and binders. Partner with Underwriters/Brokers to market services, meet with retail agency clients, and c

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success.We believe people are our most valuable asset and we proudly foster growth and development empowering y

May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit reports prepared by other underwriters to ensure a high level of report quality prior to submission for approval; findings to be captured via a standardized Quality Control (QC) Checklist

Part Time Universal Banker (20 Hours)- Fountain Valley Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

As a Financial Analyst, you will collect, analyze and interpret data, quantifying financial opportunity and risk, and communicating the optimal business decisions. The Financial Analyst aids operations by analyzing Key Performance Indicators (KPIs) to uncover opportunities and supports the creation

Job Opportunity at JLM Strategic Talent Partners.JLM Strategic Talent Partners partners with national and international prime contractors to provide them with qualified talent they can trust.We accomplish this by sourcing and vetting high-level career-seeking candidates in the industry and matching

Experience with assisting with financial planning and budgeting processes, process financial transactions and reimbursements, and analyzing financial statements and reports. The role of the Finance Analyst (FA) is to perform financial analysis to aid in the financial planning and strategic managemen

Knowledge of CPT, HCPCS, modifiers, diagnosis codes and revenue codes.

I can succeed as a Global Finance Associate Manager - Strategic Analysis at Capital Group. As an Associate Manager, you will work on intellectually challenging and diverse initiatives collaborating within our finance department and across Capital Group.

In this role, you will be responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. Continuously evaluate and enhance financial processes, reporting methodologies, and tools to st

We are looking for a detail-oriented and driven Junior Financial Data Analyst to join our finance team with a focus on pricing, accounting, and ad hoc financial projects. Financial Modeling & Reporting. Help create and present financial performance reports for internal stakeholders including managem

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Proficiency in the use of spreadsheet and database software. Strong knowledge of financial data management and reporting systems. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors.

Job Description Production Assistant Hours: 8:30-5:00 Local Time Location: Remote or hybrid, depending on your area Compensation: $22.00 - $31.25 / hour Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States: • California: Irvine, • Florida: Tampa, • Idaho: Sandpoint, • Illinois: Chicago, • Louisiana: Covington, • Minnesota: Shoreview, • Pennsylvania: Canonsburg Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success. The Role Itself: A Production Assistant at USG plays a crucial role in our companies’ growth and success by supporting new business development, maintaining client relationships, and ensuring efficient administrative processes. This is the second level of the production career path here at USG. Your attention to detail, strong organizational skills, and ability to work in a fast-paced environment will contribute to the efficient functioning of this company. In this position, you will be assisting with various tasks related to sales, client management, and administrative functions. Responsibilities include: • Requesting and reviewing application specifications from retail agents, summing up completed applications along with exposures, loss history, target pricing, and submitting to brokerage carriers for quotation., • Review all solicited quotations and negotiate final pricing, terms, and conditions for identified carriers., • Prepare and submit final quotations for recommended carriers to the retail agent., • Handling the binding and invoicing of accounts, • Record renewal progress and final dispositions., • Prepare and record all the required information needed to bind and invoice accounts., • Review and process all mid-term endorsement, cancellation, and audit requests., • Provide timely and accurate customer service to retail agents., • Provide new business marketing and quote assistance as needed., • Review and approve the final policy issuance for MGA renewal accounts., • Request, review, and approve all loss control reports for renewal business per company guidelines., • Communicate and confirm with the retail agent the compliance of any actions pursuant to the findings of the loss control report per the carrier's requirements., • Perform in a manner that will prevent errors and omissions., • Consistently demonstrate a professional, positive, team-oriented attitude while performing job duties., • At least 2 years of prior insurance experience, prior experience should include either wholesale brokerage/MGA, retail insurance agency, or insurance company experience., • Knowledge of Windows-based software applications and basic typing skills., • Knowledge of basic P&C insurance, forms, endorsements, rating methods, and terminology, • Ability to calculate figures and amounts such as annual and short-term premiums, additional and return premiums related to endorsement and audit activities, commissions, policy fees, taxes, etc., • Ability to handle multiple tasks and prioritize effectively., • Comprehensive Benefits Package including:, • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • Producer Savings Bonus Plan, • A week of hands-on, in-person training to meet our corporate team, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR hN1EKgLEOl

Job Description A prestigious national law firm is looking to add a Billing & Client Relations Coordinator to join its dynamic team. This role will support the firm's billing team and report directly to the Director of Billing & Client Relations. Responsibilities: Billing: • Assist with client invoice processing, including submission to various e-billing systems., • Support day-to-day billing and invoicing activities, ensuring accurate and timely processing., • Utilize Aderant Expert billing and iTimeKeep timekeeping software to manage billing functions., • Troubleshoot billing system-related issues and escalate as needed., • Assist attorneys and management with specialized billing arrangements for various clients., • Perform full cycle billing functions, including generating, logging, and tracking pre-bills and finalized invoices., • Input and modify time entries using Aderant EA Pro Billing Workspace., • Create and deliver invoices to clients via mail or electronic means., • Set up and manage accounts on third-party e-billing platforms., • Provide billing, accounts receivable, and payment analysis to partners and clients., • Work with internal teams to resolve billing discrepancies and ensure efficient invoice processing., • Assist with training new hires in billing processes and timekeeping systems. New Business Intake: • Assist with client and matter intake processes, ensuring compliance with firm policies and procedures., • Review and validate client/matter data for accuracy in Aderant and other firm databases., • Coordinate with attorneys and administrative staff to ensure proper documentation and approvals for new matters., • Maintain and update client and matter records, ensuring accurate reporting and compliance with firm guidelines., • Provide support and guidance on conflict and risk management processes. Collections: • Monitor and track outstanding accounts receivable, ensuring prompt follow-up on past-due invoices., • Coordinate with attorneys and clients to facilitate timely payments and resolve outstanding balances., • Generate and distribute collections reports for attorneys and firm leadership., • Assist in developing and implementing strategies to improve collections and reduce aged receivables., • Communicate with clients regarding payment status and resolve disputes, as necessary. Requirements: • 2-3 years of legal billing experience preferred., • Knowledge and/or experience in electronic billing required., • Proficiency in Microsoft Outlook, Excel, and report-writing software necessary., • Experience with Aderant EA Pro Billing required., • Strong organizational skills with attention to detail., • Ability to work independently while collaborating with attorneys, staff, and clients. Many of our job openings can be viewed at IND-1

Job DescriptionFinancial Professional, Financial Advisor GoldBook Financial Orange County, California, United States (On-site) Make an impact – starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us. Beginning as a Financial Services Professional, and growing your career into a Financial Advisor or Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path with unlimited growth that integrates education with mentorship and teaming opportunities, • Benefit from a culture of innovation that embraces growth and the changes that come with it, • Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership, • Have a voice – your contributions and input matter, • Experience the power of flexibility – and the freedom to design your work and your life the way you envision How will you build your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A connector of people, • A dedicated worker: independent, self-motivated and goal oriented, • Excellent time-management skills, • Entrepreneurial ambitions to be a business owner, • Bachelor’s degree or equivalent professional work experience, • Legal authorization to work in the US without sponsorship Compensation & Benefits • High performance-based earnings and revenue., • Additional income structure to support first three years., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more., • Professional designation reimbursement programs. Contact us today to discuss a change to work that can have great impact - for you, your family and the clients you serve. #LI-GF1

Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses. We can only consider applicants authorized to work in the United States. Responsibilities: • Participate in structured coaching and mentorship programs., • Offer solutions in insurance, asset accumulation, and retirement planning., • Leverage company-provided marketing tools and industry resources., • Develop client relationships and provide tailored financial strategies., • Follow a leadership advancement track with career growth opportunities.Qualifications:, • Must be authorized to work in the US., • Demonstrated leadership or a proven track record of success., • Self-motivated, coachable, and driven to succeed., • Excellent communication and relationship-building abilities., • No prior experience in finance is required—comprehensive training is provided., • Bilingual in English and Chinese is a plusAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Why Apply? Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors: • Marketing & Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth® television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals., • Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning., • Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc., • Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!, • Must have a CFP® credential plus 5 years of industry experience., • Ability to assess a prospective client’s needs and financial goals., • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management., • Effective with communication skills., • Ability to deliver comprehensive financial plans to clients., • Previous experience teaching classes or presenting is a plus

Job Description At New York Life, you have the opportunity to take charge of your career journey. Backed by a Fortune 100 company and an industry leader in financial services, you can grow your practice with the strength and stability of one of the most respected names in the business. As the largest mutual life insurance company in the United States, New York Life holds the highest financial strength ratings awarded to any life insurer. We are also proud to have more MDRT members than any other company, reflecting our proven ability to help financial professionals succeed. What we offer... Wide ranges of products to address clients’ needs. With New York Life, you’ll have access to a wide range of products and services to meet clients’ protection and financial planning needs—including life insurance, annuities, long-term care, disability income, and investment solutions through NYLIFE Securities LLC (member FINRA/SIPC), our broker-dealer affiliate and licensed insurance agency. You’ll also be able to offer workplace benefits through our Business Solutions division, as well as non-proprietary products such as group health insurance through sponsored marketing agreements. For those who wish to broaden their wealth planning expertise, the opportunity exists to become a Financial Advisor with Eagle Strategies LLC, our Registered Investment Adviser, while agents also benefit from the resources of our Advanced Planning Group, which provides support for large and complex case designs. Flexibility in managing your practice: With New York Life, you have the flexibility to build your career in the way that best aligns with your goals—whether working from one of our 100+ offices nationwide or from a remote location. You can also choose how to market your practice, either under the strength of the New York Life brand or by operating with your own professional identity under a DBA, giving you the freedom and support to grow in the way that fits you best. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2024 was $120,555. In that same year, the average income of the top 50 of those agents was $1.93M. Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link: . About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion in life insurance protection in force (includes term, whole, and universal life) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Compensation: $100,000+ at plan Responsibilities: • Reach your production goals, • Engage fully in training, • Use digital tools effectively, • Commit to continuous learning and growthQualifications:, • Strong work ethic, • Financial acumen, • Integrity-driven, • Persuasive and confident, • Business mindset, • Resilient under pressure, • Goal-oriented, • Coachability, • Natural relationship builderAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for clients.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $82,000 - $119,000 at plan Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professionalQualifications:, • Ability to successfully network to prospect new potential clients is a must, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Relationship management skills are required, • Must live in California About Company At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024 Apply Today!

Job DescriptionSalary: $63,000-$78,000 WE ARE TITANIUM HEALTHCARE Titanium is a healthcare company that puts heart and compassion above all else. Millions of Americans just arent getting the medical care they need. Were on a mission to change that. For patients that means exceptional support and better care. For providers it means better support and time to focus on patients, and for partners that means higher quality and lower cost. Join us in our mission! POSITION SUMMARY The Staff Accountant will maintain the general ledger and prepare monthly financial statements; reconcile bank and all other balance sheet accounts; prepare assigned journal entries; respond to manager inquiries; and complete special projects. WHERE YOULL WORK This position is hybrid. Standard business hours are Monday through Friday from 8:30 am to 5:00 pm. WHAT YOULL DO • Ensure proper and timely recording of financial transactions in the general ledger in accordance with GAAP, Titanium Healthcare policies, and internal control standards, • Ensure general ledger and sub-ledger are reconciled and reconciling items are resolved, • Ensure automated interfaces to the general ledger are functioning as intended, • Prepare schedules, supporting documents, account reconciliations, and variance analyses for management, • Identify and communicate accounting adjustments to management, • Prepare reports and deliver recommendations for balance sheet and statement reviews, • May be accountable for the coordination, compilation, and verification of financial reports and analyses, • Participate in the development, maintenance, and monitoring of policies and procedures, • Identify and communicate opportunities for change to improve performance, • Utilize system queries and download, including Excel functions (pivot tables and VLOOKUP), • Participate in month end close activities including preparation of journal entries, • Perform variance analysis, • Research and resolve questionable entries (includes standard monthly data and ad-hoc requests), • Prepare monthly account reconciliations and ensures that general ledger and sub-ledger are reconciled with resolution to reconciling items, • Research and resolve outstanding reconciling items in a timely manner, • Create adjusting journal entries required to correct balances of general ledger accounts, • Provide requisite supporting documentation to substantiate journal entry, • Perform other duties and projects as assigned WHO YOU ARE • Have working knowledge of GAAP, internal controls, and accounting procedures, • Knowledge and ability to translate data into accurate financial and management reports, • Aptitude for numbers, organization skills, and strong attention to detail, • Flexibility to perform a variety of detailed accounting functions and meet established deadlines, • Ability to build good internal relationships, work cross-functionally with multiple departments across the organization, and external third parties, • Ability to perform moderately complex special projects, • Proficiency with computer programs (Microsoft Outlook, Excel, Word, and NetSuite), • Strong analytic and problem-solving skills, • Strong communication, presentation, and facilitation skills, • Experience researching solutions for moderate to difficult accounting issues WHAT YOULL NEED • Bachelors degree with emphasis in business, finance, or accounting, • Minimum 2-4 years of related experience in financial analysis and preparing financial reports, • Distraction-free home workspace with a secure internet connection NICE TO HAVES • Audit experience a plus, • Healthcare or managed care experience preferred WHAT YOULL ENJOY • Make an impact: an organization who cares about its employees, communities, and the future of healthcare, • Inclusivity: be a part of a workplace where you not only belong but also can be the best version of yourself, • Growth: opportunities to develop and grow your career with us, • Community: you are encouraged to have a voice, share your opinions, and have an individual impact on the business, • Paid Time Off: 12 holidays and up to 15 days of accrued PTO to rest and recharge plus additional time for sick, jury duty, bereavement, reproductive loss, and therapy, • Work Life Balance: enjoy flexibility to maximize your well-being and success with our hybrid work model, • Medical, Dental, & Vision Benefits: we cover up to 100% of your premium and 50% of your dependents depending on the plan, • Prioritize your mental health with unlimited therapy sessions funded 100% by Titanium Healthcare, • Flexible Spending, Health Savings & Dependent Care Accounts, • Life/AD&D insurance funded 100% by Titanium Healthcare, • Supplemental Short-Term Disability, • Employee Assistance Programs, • Protect your pet(s) with Pet Insurance, • 401(k) plan EEO Statement At Titanium Healthcare, our mission is to fearlessly reengineer the way healthcare works to reduce costs, ensure better outcomes, and provide everyone, everywhere, with the kind of compassionate and coordinated care they deserve. We believe that achieving this mission starts with a diverse and inclusive workforce. Titanium Healthcare is an equal opportunity employer. We are committed to promoting and celebrating all backgrounds and encourage all applicants, regardless of race, religion, gender, sexual orientation, disability, age, marital status, parental status, military or veteran status, or any other legally protected status, to apply. We believe that diversity and inclusion drive innovation and equity in healthcare, enabling us to better serve our communities and make a lasting impact.

Job Description JOB OVERVIEW The Junior Accountant is responsible for ensuring the accounting records for all entities are accurate and complete, document scanning, PO processes, student textbook sales, and assisting accountant with collections. The position reports directly to the Direct of Finance and is responsible for supporting all functions of the finance/accounting department. DESCRIPTION OF DUTIES Responsibilities: • Create deposit slips for each entity from received checks, • Create and process PO’s, • Maintain textbook inventory with assistance of the Training Department, • Scan all accounting records into PSIGen-safe document repository, • Assisting Training Department with textbook sales and distribution, • Take credit card payments via merchant services accounts, • Maintain accurate SE status report for Training department, • Provide accounting assistance to Director of Finance; respond to financial questions/concerns that support the accounting/finance department overall, • Assist with phone calls, • Monitor spending for adherence to budget, identify variances for discussion, • Evaluate existing processes and make recommendations to improve efficiency and accuracy, • Support Subscribing Employers and Members with State and federal compliance requirements, • Must be proficient in QuickBooks and Excel, • Must have a solid mathematics foundation, • Ten key by touch and good typing skills Qualifications: • Bachelor’s degree in Finance or Accounting or;, • Equivalent 2+ years in Accounts Payable/Accounts Receivable experience, • Organized with effective time management skills, • Self-motivated and administratively self-maintaining, • Demonstrable capability for strategic thinking, • General business understanding

Job Description This position reports on-site. Summary: This position is responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. The position requires a thorough understanding of various client needs, and transactions, effective communication skills and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: • Working knowledge and understanding of all bank products and services, • Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.), • Generate new business to assist in meeting established production and profitability goals of the branch, • Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client’s financial needs, • Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients, • Refers client opportunities to internal and external sales partners to meet client financial needs, • Provides ongoing relationship servicing with existing clients, • Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism, • Responds to clients’ inquiries and requests regarding accounts, • Works closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc., • Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc., • Notary Commission - serve as one of the branch team Notaries, • Regular and consistent attendance required Geographic Location: Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High School Diploma or equivalent required; Associate/Bachelor’s Degree preferred, • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community, • Working knowledge and understanding of all bank products and services required, • General Mathematics and Accounting, • Must be able to assess any given situation, make decisions and bring to a successful resolution, • Must be experienced in the effective use of one or more core banking deposits and new account software 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Sales/Client Service, Lobby Management Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Financial Sales Advisor - Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: • Ideally, 1-2+ years of sales or business development experience, • Local natural market & strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Job Type: Full-time Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-person, • Office

Job Description This is an on-site position. Summary: This position is responsible for leading and pioneering the bank's commercial banking efforts in emerging markets. The Regional Commercial Banking Manager will develop and implement strategic plans to achieve loan and deposit production goals while managing the credit quality of the assigned loan portfolio. This role involves identifying new business opportunities, establishing key relationships, and driving market growth. The Regional Commercial Banking Manager will also oversee regional marketing initiatives, provide advanced training to commercial banking teams, and ensure compliance with all regulatory requirements. Duties and Responsibilities: • Understand and comply with requirements of all laws and regulations applicable to the position, • Responsible for leading a team of commercial bankers and selling FFB products and services to build strong relationships with commercial and industrial customers, including both deposit and loan products, • Responsible for recruiting, managing, and developing commercial bankers, • Partner with commercial deposit teams, retail branches, operations, and treasury management to cross-sell and service all bank clients, • Work with all bank and advisory departments to provide exceptional service to bank and advisory firm customers by referring business and accepting referrals, • Perform due diligence on commercial loan requests. This includes reviewing loan requests to ensure compliance with the Bank’s policies, guidelines, and procedures, • Performs credit analysis on commercial loan requests and reviews the banking team’s commercial loan analysis to ensure accuracy. This includes analysis of the business, industry, and financial statements to determine risk, structure loan requests appropriately, and price loan requests by type of loan and risk to the Bank, • Make decisions regarding commercial loan pricing, structure, and servicing within designated authority, seeking secondary approval as directed, • Prepare pre-flight packages as directed by the Chief Credit Officer (CCO), Chief Lending Officer (CLO), and Commercial Banking Executive (CBE), • Actively partner with the Commercial Loan Underwriting team to complete, review, and endorse all commercial loan credit approval recommendations for both new and renewing loans, • Responsible for ensuring accurate commercial loan application packages are delivered to commercial loan underwriters and documentation processors, • Responsible for booked loan files and fully executed loan documents for boarding funded loans with commercial loan servicing, • Maintain commercial loan files in partnership with assigned commercial documentation analysts and commercial loan servicing to ensure documentation is organized and complete in electronic files for third-party reviewers, • Responsible for accurate data entry in commercial loan origination system to build customer, guarantor, and affiliated entity relationships in the loan system, • Accountable for providing details regarding business, industry, management, requested structure, and site inspections to provide commercial loan underwriters the necessary detail to properly underwrite and approve commercial loan requests, • Responsible for managing commercial loan documentation specialists as assigned to ensure accuracy in all commercial loan and deposit files as assigned. This includes scanning and uploading all customer, guarantor, affiliated entity, and loan documentation in the electronic filing system, • Responsible for ordering third-party reports (or partnering with assigned Commercial Documentation Analyst) as assigned in commercial work processes to ensure compliance with FFB policies, guidelines, procedures, and all regulatory compliance, • Partner with commercial loan underwriting and assigned Commercial Documentation Analyst to ensure financial ticklers and covenants are accurate and supporting documentation is collected from customers on time, • Responsible for covenant and portfolio management to ensure accuracy in commercial loan risk ratings, • Develop a calling program individually and with an assigned team of bankers to build loan and deposit portfolios and expand commercial and industrial relationships, • Review and resolve a variety of customer problems/issues regarding bank products and services including (but not limited to); deposits, treasury management, online banking, and loan-related services, • Must maintain a complete understanding of the Bank’s loan documentation policies, procedures, and guidelines, • Review findings and decisions with the Chief Underwriter, draft the loan write-up including any conditions that underwriting is imposing on the closing or funding of the loan, review the write-up with the Chief Underwriter, and distribute to processing and servicing members, • Participate in the training/cross-training of department employees as directed, • Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external customers, • Provide support in the acquisition of new clientele and the maintenance of existing relationships, • Understand and can speak knowledgeably about the various loan programs, loan procedures, and loan forms., • Community Reinvestment Act (CRA) and excellent client service are an important responsibility of First Foundation Bank Officers. Commercial Bankers are encouraged to seek out, promote, and participate in CRA-related opportunities, • Develop and implement strategic plans to penetrate and grow market share in emerging markets., • Identify and capitalize on new business opportunities within the region to drive loan and deposit growth., • Establish and maintain relationships with key community leaders and business influencers to enhance the bank's presence and reputation., • Lead market research and analysis to identify emerging trends and opportunities in the region., • Oversee the development and execution of regional marketing and business development initiatives., • Provide mentorship and advanced training to commercial banking teams to enhance their skills and performance., • Collaborate with senior management to set regional performance goals and develop strategies to achieve them., • Ensure regional compliance with all regulatory requirements and internal policies., • Represent the bank at regional industry events, conferences, and networking functions. Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: • Los Angeles, CA: $230,000 – $280,000 (Annually) Education and/or Experience: • Bachelor’s degree in Business, Accounting, Finance, or related field required; or a combination of education and experience, • Strong individual business development and lead generation skills with experience in commercial lending and commercial deposit management, • Consultative relationship-building skills (listening, questioning, negotiating, closing, and networking) to provide a knowledgeable commercial banker and trusted advisor experience for commercial client relationships, • Strong analytical skills and experience analyzing, underwriting, structuring, and approving commercial loan requests, • Proven written and verbal communication skills, • Knowledge of commercial and consumer loan documentation, including loans secured by real property, UCC Filings, titled vehicles, equipment, pledged assets, and contracts. The applicant is required to have working knowledge and experience with business entity documentation, including partnership agreements, trust agreements, corporate documentation, and limited liability companies, • Expertise in dealing with borrowers, escrow, and title and strong customer service ethics and team-building skills, • Must be able to prioritize, organize, and produce in a high-volume, deadline-driven production workgroup, • Detail-oriented and self-motivated with the ability to work independently While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to walk. The employee is occasionally required to stand, climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Join Our Team, Shape Your Future At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact. About New Omni Bank We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs. Creativity, innovative thinking, and above all – attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters. Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their financial service needs. Each Senior Personal Banker is knowledgeable about banking solutions and provides excellent customer service by opening accounts, processing clients transactions, and servicing requests efficiently. Essential Job Functions and Responsibilities (Duties not limited to those provided here) • Present bank products and services with in-depth knowledge to internal and external customers., • Provide banking services to new and existing customers including customer transactions, opening accounts, and account maintenance in accordance with standard procedures and excellent customer experience standards., • Introduce and demonstrate digital and self-service options to customers., • Establish, maintain, deepen, and broaden customer relationships by providing personalized financial service by following up with customers on a regular basis., • Listen to and communicate with customers to understand and meet individual customer needs. Optimize positive relationships with customers, prospective customers, and co- workers., • Maintain and control the security of a cash drawer. Balance cash drawer and transactions processing in accordance with Bank procedures., • Obtain a notary license on behalf of the institution and act as a notary for customer documents., • May be responsible for bank opening and/or closing procedures., • Review assigned operations reports, certification, and other transaction activities., • Work as a team and contribute to the overall achievement of the bank’s objectives., • Meet expectations for attendance and punctuality., • Comply with Bank policy and procedures and banking regulations., • Participate in on-going training, • Comply with and adhere to all applicable regulatory requirements, policies, and procedures., • College degree required., • Previous experience in financial service required., • Notary license preferred. Alternatively, willingness to obtain notary license required., • Bilingual required. Mandarin preferred., • Excellent customer service skills, attentive and professional in dealing with both customers and co- workers., • Effective selling, cross-selling, and referral skills., • Strong mathematical skills., • Strong communication and organization skills., • Detail oriented. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures. New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Irvine Seniority Level: Mid-Level Employment Type: Full Time Salary: $50,000.00 - $70,000 a year. Exact compensation may vary based on experience, skills, knowledge, and education. Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.

Job Description JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products. DUTIES AND RESPONSIBILITIES: • Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management., • Analyze clients' financial information to determine strategies for meeting their financial goals., • Develop and present customized financial plans and investment strategies., • Monitor clients' financial status and provide regular updates and recommendations., • Build and maintain strong client relationships through regular communication and follow-up., • Stay informed about market trends, economic conditions, and new financial products., • Comply with all regulatory requirements and company policies., • Provide exceptional customer service and ensure client satisfaction., • Participate in networking and community events to attract new clients. SUPERVISORY RESPONSIBILITIES: • This job may be supervising Associate Advisor. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university., • At least 2-3 years of related experience and/or training., • Certificates, licenses, and registrations required: Preferred FINRA licenses Series 7 and 66., • Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College, • FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65), • Continual adherence to the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Southern California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance Licenses (Preferred)

Job Description Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms, • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise, • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice, • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations, • Being heard: because your voice matters, because you matter, • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership, • High performance-based earnings and revenue., • Additional performance-based income structure to support first three years for inexperienced advisors., • Transition packages for experienced advisors., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. #LI-GF1

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Utilize marketing tools and resources to grow your client base., • Provide guidance on insurance, investments, and retirement planning., • Engage in structured coaching, mentorship, and training programs., • Attend virtual and in-person training to enhance financial expertise., • Attend hybrid meetings, including in-person team collaboration, as required.Qualifications:, • Strong interpersonal and communication skills., • Demonstrated leadership or a proven track record of success., • No prior experience in finance is required—comprehensive training is provided., • Highly motivated with a strong work ethic., • Must be authorized to work in the US.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Financial Advisor Mass Mutual, a Fortune 125 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Mass Mutual offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions. Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Mass Mutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Training, Support, and Professional Development: Mass Mutual offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Mass Mutual Insurance Company provides the resources and ongoing support you would expect from a Fortune 125 company, with the freedom and autonomy of running your own career. You will be in business for yourself, but never by yourself. Qualifications: We require highly motivated, enterprising individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: Mass Mutual is among the strongest and most respected financial companies in America today. Mass Mutual has earned some of the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best, Standard and Poor's, Moody's Service, and Fitch. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Financial Advisors offer investment advisory services. Mass Mutual Insurance Company, A Licensed Insurance Agency - Equal Opportunity Employer. Apply today! Compensation: $80,000 - $120,000 at plan yearly Responsibilities: • Obtaining a CA State Life and Health License - required part of the program, • Educating potential clients on the products and services we offer at Mass Mutual, • Growing a Network and Attending Community Events, • Prospecting for new Clients in various social and Networking groups, • Customizing strategies for Clients, • Using social media and other marketing tools to Prospect (FB Business and LinkedIn), • Building long-term relationships with clients and keeping relationships strong through consistent correspondence, • Use the CRM database to organize your business and do a Relationship Marketing program through digital mailersQualifications:, • Social nature, with the ability to form long-lasting relationships, • Networking Mentality and Creative Marketing Strategies, • Great Communication Skills - both verbal and written, • Will Learn Recruiting of Advisors, • Works well independently and as part of a Team, • Sales or Business experience is a definite plus, but not required, • Integrity and the Motivation to Help People and make their lives better, • Disciplined to attend weekly meetings and classes, • Strong focus on sticking to an organized Calendar, • Bilingual and Cultural Experience is a definite plusAbout Company Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Job Description Welcome to Shahin Chear's State Farm, where your financial expertise meets opportunity. Located in Costa Mesa, California, our agency offers a hybrid remote work environment that allows flexibility while maintaining a strong local presence. As a Licensed Financial Services Representative, you will become an integral part of our team, helping clients achieve financial success and security. Embrace the chance to work positively and collaboratively in a supportive setting that values your skills and ambition. In this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Your role will not only impact individual lives but contribute to a team collectively committed to fostering financial literacy and empowerment. If you aspire to make meaningful contributions in a dynamic setting, Shahin Chear's State Farm invites you to apply and grow along with us. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Hands on Training Career Growth Opportunities Retirement Plan Bonus opportunities quarterly and annual Paid Holidays Disability Insurance Responsibilities Customer Interaction: Engage with customers to understand their financial goals and provide tailored recommendations on various financial products. Portfolio Management: Develop and manage individual financial plans that align with customers future financial goals. Product Offering: Recommend appropriate insurance and investment products tailored to customers needs. Compliance: Ensure all customers communications and transactions comply with State Farm policies and regulatory requirements. Continuous Improvement: Stay informed about market trends, financial regulations, and new product offerings to provide the most current information to customers. Relationship Building: Foster long-term relationships with customers through regular follow-ups and exceptional service. Collaboration: Work closely with team members to ensure seamless service delivery and share best practices. Requirements Licensing: Active FINRA Series 6, 63 and 65 or 7 or ChFC licenses are required. Education: Bachelor's degree in finance, business administration, or a related field preferred. Experience: Proven experience in financial advisory or a similar role. Analytical Skills: Strong ability to analyze financial data and provide comprehensive insights. Communication: Excellent verbal and written communication skills to articulate complex concepts. Client-Focused: Strong dedication to understanding customer needs and offering tailored solutions. Adaptability: Ability to thrive in a hybrid remote work environment. Teamwork: Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges. Regulatory Knowledge: Understanding of financial regulations and compliance.

Job DescriptionSalary: $80,000 - $110,000 annually Who We Are: Archipelago Companies, a portfolio of highly successful consumer lifestyle brands, is seeking a talented and passionate individual with an entrepreneurial mindset to join our team. Our brands, including OluKai, Kaenon, Melin, Roark, and Tradewind Services are leaders in their respective markets, offering high-quality products and authentic marketing stories direct to consumers. At Archipelago Companies, we pride ourselves on our commitment to integrity, and we strive to create a culture of excellence in everything we do. If you are a driven and innovative individual with a passion for consumer brands, we invite you to apply for our open position and become a part of our dynamic and growing team. About The Role: The Accounts Payable Manager will oversee AP for all Archipelago entities. This includes: OluKai, Roark, Kaenon, Melin, Tradewinds, Ama OluKai Foundation, OluKai Ltd, Archipelago BV, Tradewinds and Amble. Responsibilities include but are not limited to: • Manage the AP workflow process performed by IQ Back Office., • Manage and support offshore team members., • Manage AP month-end close., • Process bank credit card statements, including Advertising Spend, T&E expenses, Distribution, and E-Pay, and reconcile in ERP system., • Process all American Express credit cards and reconcile in ERP system., • Generate freight reports for multiple 3PLs and send GL coding to AP team for processing invoices., • Manage SAP Concur for expense reporting, including process expenses, staff support, maintenance, and T&E Reporting., • Conduct Zoom SAP Concur training for newly onboarded employees as needed., • Manage Vendor Setups and Maintenance through IQ Backoffice., • Manage heavy volume of emails for IQ Backoffice invoice exceptions, vendor maintenance, approval routing and other requests., • Run weekly aging reports for multiple brands., • Issue high volume of weekly ACH, wire and check payments for all vendors and employee expenses., • Login to V-Payo system to process all credit card payments., • Login to portals to retrieve invoices and pay insurance, freight, rent, and other monthly recurring bills., • Assist/Lead the upcoming implementation of new payment processing flow-TBD., • Pay monthly tax payments through bank portal and assist VP of Accounting in issuing tax payments via check and wires., • Other responsibilities as assigned. Qualifications, Skills, Experience: • Bachelors degree in Accounting, • 5-7 years of proven work experience in accounts payable, • Knowledge of accounting principles, • Management experience, • Excellent attention to detail and organizational skills, • Ability to multi-task in a high volume environment, • Strong analytical and problem-solving skills, • Proficiency in Excel, • Ability to work independently and as part of a team, • Excellent communication and interpersonal skills Location & Office Structure: This is an in-office hybrid position, mandatory 4 days per week in office Monday through Thursday at our Irvine, CA location and option to work from home on Fridays. Subject to change without notice as per company guidelines. Standard hours are from 8 a.m.-5 p.m., however the role may require occasional overtime during peak periods, such as month-end, year-end, audit. This role will involve working with vendors and other members of the companies. Compensation: The salary range for this position is $80,000 to $110,000 plus opportunity for annual bonus; salary is based on the experience that you bring to the position. Benefits and Perks: • Complimentary chef prepared breakfast and lunch provided Monday - Thursday, • Generous product gift program and all brand discounts, • Growth opportunities within the Archipelago family of brands: OluKai, Kaenon, Melin, Roark, • Company bonus program, • 5 year and 10 year Anniversary gifts to Hawaii and other desirable destinations, • Wellness program, including but not limited to in-office gym and group fitness classes, • Medical, Dental, Vision insurance in accordance with plan guidelines, • Company paid life insurance, • 401k with employer match in accordance with plan guidelines, • 15 Days of PTO plus one additional day of PTO every year on your anniversary and 3 Floating Holidays per year, • Paid beach and giveback days, bi annual team building events and other in person celebrations, • Work with talented and great people who share a love of the ocean lifestyle, • OluKai is a Certified B Corporation with paid company service days, • Dog friendly office Archipelago Companies values a diverse, inclusive, and entrepreneurial workforce and culture, and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individuals race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. If you are unable to submit your application because of incompatible assistive technology or a disability, please contact us at . Archipelago will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description About Our Partner Our client is one of the world's largest suppliers in a niche market, serving the biggest retail and food manufacturing companies around the globe. With a vast supply chain and customer network. They bring sellers and buyers together in fair market negotiations. What Our Partner Offers Join a company that values its people by offering comprehensive support and benefits. Their commitment to employee well-being is reflected in a robust compensation and benefits package designed to support every stage of life and career. Comprehensive Benefits:Access medical, dental, and vision coverage to support your health and that of your family. Secure Your Future:Take advantage of a 401(k) retirement plan with company match, helping you build long-term financial stability. Paid Time Off:Recharge with paid time off that supports a healthy work-life balance. Peace of Mind:Benefit from life and disability insurance, providing added security when it matters most. People-First Culture:Thrive in a workplace that prioritizes your well-being, values your contributions, and supports your professional journey. How You'll Contribute to Our Partner's Success As a Produce Accounting Manager with 5+ years of experience in the fresh produce industry, you will play a critical role in maintaining accurate financial records, managing inventory cost, and supporting regulatory compliance across a fast-paced perishable goods environment. In this hybrid role, youll oversee produce-related accounting functions and collaborate closely with sales, logistics, and operations teams. Your deep understanding of cost accounting, produce inventory, and compliance with PACA and food safety regulations will help drive operational accuracy and financial transparency. This role is ideal for someone with deep knowledge of produce liquidation, PACA law, and international produce regulations, particularly between Mexico and the U.S. Your efforts will help protect the companys financial interests and ensure best-in-class compliance practices as the business continues to scale. • Maintain clean financial records, monitor produce inventory and COGS, and ensure compliance with produce-specific accounting regulations, • Experience with liquidation practices, especially produce brokerage and consignment sales, • Strong knowledge of PACA regulations, especially understanding rejections and protecting company assets, • Familiarity with Mexico-U.S. cross-border regulations, • Perform daily journal entries, reconciliations, and month-end close processes related to produce sales, purchases, and freight, • Monitor and reconcile inventory by item, lot, and location, while tracking spoilage, write-offs, and cold storage costs, • Process vendor invoices and manage customer receivables, chargebacks, deductions, and credits, • Perform investigations into discrepancies or claims in coordination with the sales team, and protect the company in line with PACA and contract law, • Lead 3PL invoice auditing and vendor billing validation, • Use ProducePlan (a hybrid system combining Famous and ProducePro) for produce operations, • Work cross-functionally with sales, logistics, and warehouse teams to ensure accuracy of transaction data, • Support audits and maintain compliance with PACA, FSVP, and food safety documentation requirements

Job Description Assists the Corporate Controller with various accounting functions. Requirements: • Associates or higher degree in Accounting or Finance, • Strong understanding of accounting theory, • CPA designation preferred, • 3+ years accounting /finance experience, • 2+ years hospital / healthcare accounting experience, • Highly detail oriented and organized in work, • Ability to meet assigned deadlines, • Excellent communication and interpersonal skills, • Ability to act and operate independently with minimal daily direction from manager to accomplish objectives, • Proficiency with email and Microsoft Office applications, • Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results. Benefits: • Medical, dental and vision coverage is provided for all full time and part time employees*, • Medical is 100% employer paid including dependents*, • Basic Life and AD&D, • 401k plan with company match, • Generous PTO plan*, • Pet Insurance Discount Program*