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Job Description Financial Advisor - Newport Beach, CA 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, • 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 Expected Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job DescriptionDescription: Following established policies and procedures and under limited direction of the Vice President/CFO, the Senior Financial Analyst provides broad-based finance assignments requiring advanced knowledge of finance theory and accounting principles. Main responsibilities include budgeting, forecasting, ALM (Asset/Liability Management), liquidity, investment, branch/product profitability analysis, peer reporting, cost center budget variance reporting, and ad-hoc analysis. Provide management with information necessary for decision-making. Ensure complete, accurate, and timely completion of financial records for the Credit Union Essential Duties and Responsibilities: • Support the CFO in day-to-day cash management and liquidity analysis, planning and reporting., • Analyze overall investment portfolio for performance improvement and risk analysis. Proactively identify opportunities for enhancement while balancing risk/reward. Create various monthly investment reports/analyses. Perform due diligence on approved investment brokers and financial analysis on (Federal Home Loan Bank of San Francisco) FHLB and Corporate Credit Union (Catalyst). Ensure investment broker/brokerage files are complete and accurate., • Prepare data for Asset-Liability Management (ALM) quarterly reporting with a focus on accuracy, internal controls, and process improvement. Act as an initial liaison with ALM vendor for questions relating to assumptions and results. Summarize results and create ALM quarterly reports for the ALCO Committee., • With the CFO direction, leads the preparation of the Credit Union’s annual budget process. Coordinate and communicate with management to provide assumptions, information, and feedback. Develop and maintain the budget consolidation model. Create appropriate management and Board of Directors review materials for the annual budget. Develop and prepare monthly cost center budget variance reporting., • Work closely with management to prepare and develop financial forecast and risk analyses as needed for the Leadership Team. Work closely with the CFO to assimilate and develop economic and industry information for integration into the forecasting process., • Responsible for the development and maintenance of branch and product profitability for the Credit Union., • Perform financial modeling and/or relevant financial analysis projects that will enhance the Leadership Team’s understanding of financial performance., • Analyze and prepare all credit union peer group related data and reporting., • Responsible for developing, documenting, maintaining, and improving processes and internal controls related to finance-related functions. Ensure process documentation and desktop procedures are accurate and are updated timely., • Serve as a back-up for the NCUA 5300 Call Report, streamline and improve the data collection and reporting process., • Act as a super-user for accounting and finance systems, develop reports to assist management and lead integration of systems as planned., • Maintain effective communication and coordination with Credit Union personnel and with management., • Other duties as assigned.Requirements:, • A Bachelor’s Degree from an accredited college or university, with a concentration in finance., • Five to seven years of finance-related experience for financial institution is preferred., • Advanced spreadsheet skills are required. High level of proficiency in data analysis. Strong personal computer skills, including Microsoft Office (Word and PowerPoint)., • Professional written and verbal communication skills., • Excellent collaborative skills and the ability to develop and maintain positive working relationships. Work involves extensive personal contact with others and is usually of a personal or sensitive nature., • A high degree of organization and the ability to handle multiple projects and deadlines. A high level of motivation and initiative., • Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.

Job DescriptionSalary: Depends on Experience Happy Summer of 2024! Are you a residential real estate agent seeking a different, exciting, challenging, and dynamic position at a great real estate company? Do you want to close more sales and do less paperwork? Do you hope to work in a diverse and inclusive company culture? This could be your opportunity then! Park Metro Realty is a residential and commercial real estate and property management company that started in January of 2020, and we are currently seven team members strong and seeking two more experienced residential agents. As weve grown, each team member has had input on new hires to insure we maintain our unique and progressive company culture. We call team members who work here Metros! Metros believe in a team that enjoys, appreciates, helps, and respects each other. Metros always seek win-win situations and strive to create a work environment where folks feel supported, appreciated, and heard. Since we spend so much of our lives at work, Metros strive to eliminate any and all unnecessary stress. We don't want to be the biggest companywe want to be the best! Job duties include, but are not limited to, the following: -Assist buyers and sellers who wish to purchase or list for sale residential real estate, up to four dwelling units -Work alongside our sensational Broker who is very accessible to you -Work in the office, in the field, and at home, depending on what each day brings -Take and respond to property inquiry calls and emails -Show properties to agents, buyers, and tenants -Ensure all marketing materials are up to date and correct -Perform financial analyses for clients -Research zoning, land development, and building requirements -Create and distribute contracts -Coordinate with the office manager and runner to schedule vendors and on-site contractor meetings Park Metro Realty pays the following for agents: -Lockboxes -All marketing and advertising for listings -Business cards -Full-time marketing person, full-time office manager, and part-time runner at the disposal of all agents -Much, much more! We want you to be able to focus your time and energy on your work and not on minuscule details! Weve even put our uniqueness all in writing: Mission: Park Metro Realty provides expert real estate sales and property management services to members of the community who wish to buy, sell, lease, or property manage real estate. Vision: Be the real estate company with the happiest team and the highest quality clients. Culture Act honestly and ethically Love life Be a fiduciary Negotiate well Communicate effectively Stay ahead of the curve Be diverse and inclusive Support sustainability Dont be an A-hole An active California real estate license in good standing is required. We will teach you how to bring in the business! Agents pay the following for themselves: -REALTOR dues -MLS dues -Sentrilock and Supra dues -Marketing and advertising fees beyond what Park Metro pays -For sale and open house signs -Health insurance -Your own database/book of business -Reliable transportation -Clean driving record -Ability to read and understand English fluently -Legal ability to work in the United States -High school diploma or higher education -Ability to workseven days a week, including nights and weekend, while scheduling time off when possible and at your own discretion -Experience with Microsoft and Google products -Experience with email -Experience with calendars -Positive, outside of the box, forward thinking mindset -Initiative to problem solve -Willingness to sometimes fail, knowing that there are sometimes losses and failures on the way to great accomplishments Any of the following would be a plus but not a requirement: -Willingness to specialize in an area of San Diego County where we dont already have an agent -Willingness to specialize as a luxury agent -Fluency in another language -College degree(s) We are ready for you to start immediately! Compensation shall be commission only and performance-based, depending on your level of experience. You also have company property investment options with your fellow Metros. We must hire two new agents by the end of May, so please act promptly if you have interest. We will review applicants as they contact us. Please do not phone or show up at our office without an invitation. Email your application to . Park Metro Realty strives to maintain a very exciting, unique company culture; it is different from every other real estate company. If youre interested in joining our cutting-edge, positive team environment, please email us your resume. Thank you very much for your interest, and we look forward to hearing from you!