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At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Primary Responsibilities: • Full oversight of the specialty sale to achieve health plan market sales goals and maintain profitability, • Advocate for specialty voluntary products to support increase in enrollment and size of sale and negotiate based on broker/customer feedback with underwriting; leveraging rate bank, product discount programs and packaged savings to leverage the best value to the customer, • Consult with broker and health plan sales teams on strategy calls related to specialty products and process and develop and/or deliver finalist and large broker presentations as specialty subject matter expert, • Conduct in-depth presentations in market, • Create and drive strategies for top specialty producing agencies and Brokers, • Collaborate with Sales Management and/or Health Plan leadership regarding pipeline, persistency, market objectives and develop competitive strategies with specific Brokers / General Agents, • Work collaboratively with AE/RAC/SAE to support sales, product and process education, and training on employer paid and voluntary specialty products. This position works collaboratively with Generalist AE on external sales calls representing ancillary product offerings, • Conduct for communication on specialty topics including marketing initiatives that AE/RAC/SAE should be promoting (i.e. product updates, bonus programs, rate cards, drip marketing, etc), • Educates sales support on quoting plan designs & product pre-implementation, • Develop business relationships with AE/RAC/SAE as a subject matter expert and trusted advisor in order to increase specialty sales, • Assisting AE/RAC/SAE in developing sales proposals, including anticipating competing products and distinguishing UHC's products from those competing products You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • Sales insurance license(s) must be maintained as required by state law in residential and non-residential states in your territory, • Demonstrated understanding and 3+ years of experience with ancillary coverages, • Working with/managing a territory of Brokers, • Demonstrated success in meeting or exceeding sales goals with specialty products, • Demonstrated solid presentation skills, • Proven ability to understand underwriting, financial and analytical details as necessary, • Proven ability to negotiate and close sales Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #UHCPJ #programmatic

Job Overview This job posting is anticipated to remain open for 30 days, from 26-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in the Construction industry. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at . Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at . What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job DescriptionOverview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States.

Job DescriptionOverview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States.

Job Description Position Summary: Reporting into the Chief Executive Officer, the Director of Quality is responsible for developing, coordinating, and implementing quality and regulatory strategies and quality programs required for the development, regulatory approval, successful manufacture, commercialization, and post-market surveillance of its products. Responsible for interacting, influencing, and collaborating with all levels of the organization. This position serves as the company’s senior advisor, implementer and administrator for regulatory strategies and regulatory compliance. Also serves as the Management Representative, Person Responsible for Regulatory Compliance 21 CFR Part 111 and 117. Provides leadership and development to assigned teams and staff. Key Accountabilities · Establishes, implements, and manages the overall regulatory, quality assurance, quality control, and complaint handling functions to ensure the quality, safety, and reliability of all company products. This includes monitoring the complete manufacturing and QA/QC process to ensure conformance and compliance, as well as management of the Quality System, ensuring compliance with applicable local and federal regulatory requirements and/or programs including but not limited to the regulatory requirements of the U.S. · Provides sound advice and guidance regarding the impact of regulatory and quality issues on overall corporate strategy and operations. · Continuously identifies opportunities to improve the Quality System, product quality, simplify processes and/or reduce of the costs of quality. · Manages the quality and regulatory staff and departmental resource needs. · Provides leadership and management to ensure that the mission and core values of the company are put into place. · Creates and leads a high-performing, innovative, management team that attracts, recruits, develops, and retains exceptional staff. Competencies · People Manager competencies: Building talent, Driving for results, Customer focus, Driving for innovation, Emotional intelligence. · Strategic thinking · Leadership, coaching, and mentoring · Communication and influence · Business acumen · Financial management · Technical Capacity · Analysis and problem solving Education, Experience, Skills, and Knowledge · Bachelor’s degree in life sciences or related field required, advanced degree or certification in Quality or Regulatory preferred. · 10 plus years of experience in the Nutraceutical industry, including management experience required. · Quality, regulatory and dietary and supplement industry experience required, with extensive knowledge of strategic planning of the USA and worldwide regulations, quality and regulatory processes, and experience interfacing with regulatory bodies, such as FDA, Notified Bodies and Competent Authorities required. · Excellent knowledge of Quality Systems Regulations, cGMP, and 21 CFR Part 11, 111, and 117 regulations as they apply to nutraceutical manufacturing required. · Extensive experience interfacing with FDA and/or regulatory auditors required. · Excellent working knowledge of statistics, teamwork environments, workplace safety and complaint handling systems required. · Outstanding verbal and written skills, utilizing critical thinking and organizational talents are required. · Track record of success at building and leading high-performing, complex teams. Work Environment: · The work environment characteristics described here are representative of those employee encounters while performing 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 occasionally exposed to work near moving mechanical parts, fumes, or airborne particles and risks of electrical shock. · The noise level in the work environment is usually moderate. · While in the plant, the employee must utilize the required personal protective equipment. Physical Demands: · An employee must meet the physical demands described here to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. · Physical demands require sitting for extended periods, walking, bending, reaching, carrying, and occasionally lifting and/or moving objects up to 25 pounds. While performing the duties of this job, the employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.

Job Description Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients' financial plans, all while upholding the high-quality standards to which our clients are accustomed. Key Responsibilities · Support the advisors in managing client relationships. · Prepare detailed financial plans, including client-ready reports, proposals, and presentations. · Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions. · Provide dedicated support for clients regarding their existing accounts. Core Competencies · Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance · Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner. · Superior attention to detail · Effective listening skills with ability to quickly process information. · Ability to prioritize and meet deadlines in a fast-paced environment. · Excellent critical thinking and problem-solving skills. · Ability to work effectively independently as well as in a team environment. · Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors. · Continually seek to expand and enhance personal knowledge. Experience, Education & Licenses · Financial Services: 3 years (Preferred) · Insurance License (Required) · Series 7 (Required) · Series 63 (Required) · Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®) Benefits · 401k + match · Healthcare · Vision · Life · Disability · PTO · Holidays

Job Description About Us: VOALA Helping Our Most Vulnerable Change Their Life Stories Volunteers of America is a non-profit human services organization committed to serving people in need, strengthening families, and building communities. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans’ services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation. Learn more at . PAY RATE: $17.78 - $18.72 Per Hour BENEFITS: VOALA offers competitive medical, dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Academic Tutor supervises academic tutoring sessions to help program participants develop the skills required to master academic course material in specific subjects such as Math, English, Science, etc. as stated by the Lead Tutor. Provide individual and small group tutoring to students after-school through homework help and/or class material review. The Academic Tutor will also help develop and implement enrichment activities to enhance the participant's academic and social development. Other assistance might include; creating engagement activities and leading math and/or college preparatory workshops. DUTIES AND RESPONSIBILITIES • Lead academic tutoring sessions to help participants develop the skills required to master academic material, • Coordinates daily homework assistance and tutoring program for students, • Develop lesson plans and tutor in accordance with California Content Standards, • Assist in the creation of learning activities and other department objectives, • Complete tutorial log daily and complete monthly reports, • Monitor the use of tutoring resources (laptops, calculators, books, etc.) during tutoring session, • Set up materials and prepare the classroom for the day's activities., • Keep written logs of students' and observations and progress, • Communicate with Lead Tutor, Project Advisor, and Director concerning the participants, • Mentor students about the college experience, • Present and lead workshops on topics around college/careers/financial literacy/leadership development as needed, • Monitor and supervise students during field trips when needed, • Coordinates daily homework assistance and tutoring program for students, • Develop lesson plans and tutor in accordance with California Content Standards, • Assist in the creation of learning activities and other department objectives, • Complete tutorial log daily and complete monthly reports, • Keep written logs of students' and observations and progress, • Prepares the classroom for the day's activities and programs by setting up materials REQUIREMENTS: • Current college freshman or higher with a mastery of target subject This employer participates in E-Verify as required by the federal government and will provide the federal government with your Form 1-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (OHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Application Deadline: 12/30/2025 Address: 4501 E. La Palma Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: • Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success., • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs., • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! • This is a licensed position requiring the SIE, Series 6, 63, Life and Health, • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies., • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions., • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan., • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Executes quality customer review meetings for retention and relationship expansion purposes., • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies., • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity., • Monitors individual exception reports and takes action to remove exceptions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required., • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability., • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • Excellent understanding of brokerage and insurance products., • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required., • Excellent understanding of personal trust and investment management – required., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description UEI College is a leader in post-secondary career education. Our mission is to drive personal and community transformation by empowering students to make a positive and enduring life change. We are consistently searching for like-minded compassionate professionals who strive to be the best in their respective fields. Our top candidates share our commitment to helping students build the skills to create a future of which they can be proud. We are currently seeking a Student Finance Advisor to join our team at our Garden Grove Campus. In this position, you will provide exceptional customer service and help students access to their financial aid. You will interview prospective students to determine financial aid eligibility. You will also review student files for completeness and accuracy for submission. Some of the great work you’ll do includes: • Review and authorize students' Financial Aid awards, • Provide exceptional customer service to both internal and external customers, • Knowledge of Title IV eligibility, awarding and disbursement regulations and processes., • Ability to make professional judgment decisions as it relates to Title IV awarding and processing., • Works with a sense of urgency and responsiveness to students and co-workers., • Achieves a consistent 90% accuracy rate in file review submission, • Demonstrate the willingness and ability to complete additional training opportunities as assigned by the Student Finance Advising leadership team., • Collect and maintain confidential student documentation in accordance with Federal, State, accrediting agencies, and institutional policies., • Review and authorize student’s FA award., • Prepare and explain Cost Summary Addendum and Enrollment Agreement to students and parents Your qualifications include: * At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred. * Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred. * 1 year of customer service experience. * Ability to prioritize responsibilities in order to achieve deadlines. What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!

Job Description Senior Audit & Assurance Manager Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services Position Summary Reporting directly to the Audit & Assurance Partner and working across departments, the Senior Audit & Assurance Manager will bring strong technical expertise, leadership, and a client-first mindset. This individual will lead process improvements, technology adoption (including AI), and cross-functional integration, while helping to fuel firm growth by leveraging Talley’s full suite of services. The Senior A&A Manager thrives in a fast-paced, entrepreneurial environment, embraces challenges with agility, and quickly assumes the role of Client Service Manager (CSM)—responsible for designing and delivering A&A and consulting engagements, while proactively identifying additional client needs. Essential Functions Strategic Priorities • Integration & Collaboration: Boost cooperation between A&A and other departments (Tax, Legal, CAS, Consulting, Wealth Management, Project Management Office) and seek cross-selling beyond standard A&A services., • Tax Compliance Integration: Align A&A deliverables with tax compliance and CAS processes., • AI Integration: Use AI and affordable resources to streamline workflows for individuals and teams., • Client: Engage clients and prospects, collaborate, take on technical tasks as needed, deliver quality, and apply cost-effective strategies. Contribute unique skills, maintain a strong professional network; client portfolio is preferred but not required., • Process: Review workflows for best practices, combine CAS–Audit and Audit–Tax projects, and use advanced technology and AI. Practice effective time and project management daily., • People: Mentor staff beyond routine tasks and encourage ongoing learning, especially in AI., • Plan, execute, and document the A&A lifecycle—planning, fieldwork, and reporting., • Develop audit/assurance programs that balance interim and year-end phases., • Innovate by deploying best practices, advanced software, and AI-driven tools., • Tailor approach to each client’s risk environment., • Design and test controls; integrate internal procedures into overall plans., • Prepare and review financial statements, disclosures, and reports., • Draft reports for non-standard opinions when necessary., • Research authoritative guidance to resolve technical issues., • Review workpapers to confirm accuracy, compliance, and completion., • Understand client operations, strategies, and financial systems., • Monitor external industry factors and advise clients on implications., • Earn client trust and serve as a resource for inquiries., • Cultivate and grow long-term relationships., • Respond promptly to client requests and resolve issues efficiently., • Identify cross-selling opportunities across Tax, CAS, Consulting, and Legal., • Oversee engagements from planning through completion., • Manage multiple projects and staff simultaneously., • Delegate effectively and monitor staff performance against objectives., • Anticipate staffing needs and adjust as circumstances change., • Monitor progress against budget; report variances to Partner., • Ensure timely completion of deliverables and Partner review notes., • Delegate strategically to encourage professional growth., • Provide coaching, technical training, and constructive reviews., • Offer timely, balanced feedback and mentorship., • Model professionalism and accountability., • Uphold and enforce departmental policies., • Evaluate and implement new software, AI tools, and process improvements., • Lead departmental meetings, after-action reviews, and training., • Assist Partner with budgeting, variance monitoring, and peer review. Preferred Attributes • Minimum 8–10 years of audit/assurance experience (including 5+ years in management)., • Active CPA (CA) required., • Bachelor’s degree in accounting or a related field is required., • Strong project and time management skills., • Advanced financial/accounting expertise with creativity and autonomy., • High client-service orientation., • Collaborative, tactful, and flexible interpersonal style., • Independent, entrepreneurial, and profit-focused mindset., • Strong analytical and reasoning skills., • Excellent written and verbal communication skills., • High energy, able to manage multiple priorities., • Familiarity with CCH Engagement, Knowledge Coach, and ARM preferred, but not required. Travel Must be willing and able to travel to client offices. Compensation Competitive and commensurate with experience. Powered by JazzHR TFRgoAc7VB

Job Title: Finance Manager Location: Santa Ana, CA Position Overview: Our rapidly growing client in OC is seeking to bring on a Finance Manager to their team. This position is responsible for leading the FP&A function, will oversee financial analysts, and serve as a trusted advisor to senior leaders. This is a great opportunity to expand your finance and leadership skills while making a direct impact to a fast-scaling organization! Key Responsibilities: • Prepare and deliver financial summaries and business performance insights to inform executive decision-making on a recurring basis., • Guide the planning and forecasting cycle, aligning strategic goals with operational plans across business functions., • Supervise and develop a high-performing finance team, ensuring quality output in analysis, reporting, and business support., • Analyze key financial metrics and provide guidance to support business cases, operational efficiency, and profitability initiatives., • Collaborate with functional leaders to assess organizational health, uncover opportunities, and support strategic goals., • Support system enhancements and reporting capabilities by partnering with technology stakeholders and cross-functional teams. Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or a related field required, • 6+ years of experience in financial analysis, planning, and reporting within a large sized organization required, • 1+ years of experience leading or managing a team required with a proven leadership style, • Proficiency with financial systems and tools, • Strong understanding of financial statements, variance analysis, budgeting, and P&L analysis, • Ability to communicate effectively across different levels of the organization, • Organized, detail-oriented, and able to manage multiple priorities, • Strong problem-solving abilities and critical thinking skills, • Comfortable working with large datasets and ensuring accuracy Salary and Benefits: • The compensation range for this role is $120K - $140K depending upon relevant experience and skills, • This position is eligible for medical, dental, vision, 401(k), bonus, and PTO also included IND2

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in m

Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR TYy4TCg46E

Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. Recommends financial advice and guidance that align with clie

Pay Transparency details US - CA - Anaheim - 1701 E Katella Ave - ANAHEIM INDUSTRIAL BC (CA7164) Pay and benefits information Pay range $28.

Job Description We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $100,000 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Valid FINRA Series 6, 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Job Description As a Financial Advisor with New York Life, you will build your own practice within the company, advising individuals and businesses on financial strategies and solutions. You will help clients assess their financial goals, recommend appropriate insurance, investment, and retirement products, and guide them toward long-term financial health. You’ll be in business for yourself—but supported by the resources, training, and infrastructure of a Fortune 100 company. Compensation: $80,000 - $120,000 Responsibilities: • Prospecting & Networking: Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts., • Needs Assessment: Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance., • Solution Design: Crafting tailored strategies using New York Life’s insurance and investment products. Qualifications: While no direct finance degree is required, successful advisors typically have: • Business mindset, • Self-discipline and goal orientation, • Licensing:, • State Life & Health Insurance License (required before selling insurance), • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York LifeAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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 of clients. • Human Rights Campaign: 2022 Corporate Equality Index, Forbes., • 2022: America’s Best Employers for Diversity., • Latino Leaders 2022 Best Companies for Latinos to Work For., • We’re proud of the help we’ve provided and continue to provide to clients., • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE., • Includes term, whole, and universal life.

Job Description Position Summary The Client Support Associate is an entry-level support role that provides day-to-day assistance with client communications and notice management. This position serves as a front-line assistant by helping with incoming calls, supporting the shared tax team inbox under the direction of the Client Support Specialist (CSS), and assisting with IRS/State notice intake and resolution. This is a training role with direct mentorship from the Senior Advisor and ongoing guidance from the Client Support Specialist. The Assistant will rotate weekly between the Artesia and Irvine offices for hands-on training, particularly in notice resolution and live client interactions. Key Responsibilities 1. Client Communication & Call Support · Answer and direct incoming client calls in a professional, confident manner. · Provide basic assistance, take messages, and ensure timely follow-up. · Support the Client Support Specialist by helping manage the shared inbox (forwarding, categorizing, or logging emails when requested). 2. Notice Intake & Tracking · Assist with the review and logging of IRS and State notices. · Enter notices into the central tracking log with client details, deadlines, and notes. · Provide initial acknowledgment emails to clients within 24–48 hours. · Support preparation of letters, documentation, or call notes as assigned. 3. Training & Development · Weekly on-site shadowing in both Artesia and Irvine offices to: o Learn notice resolution directly from the Senior Advisor. o Observe and practice handling client and agency calls. o Gain familiarity with tax notices, deadlines, and resolution steps. · Progressively build confidence and independence in managing notices over 6–12 months. 4. Collaboration & Support · Work closely with the Client Support Specialist to stay aligned on inbox priorities. · Support preparers, reviewers, processors, and scheduling staff when emails or notices need routing. · Escalate complex or urgent issues to the Manager first, then the Senior Advisor, following the escalation process. Must-Have Qualifications · Previous experience in customer service, administrative support, or financial services. · Proficiency with Microsoft Outlook and Office 365. · Strong organizational skills and attention to detail. · Clear, professional communication (phone and written). · Reliability, accountability, and ability to follow structured processes. Preferred Qualifications · Familiarity with IRS or State tax notices (not required – full training will be provided). · Experience handling multi-line phones or scheduling in a professional office setting. · Demonstrated ability to learn quickly and adapt in a fast-paced environment. Performance Expectations · All incoming calls answered promptly and routed correctly. · Client emails or notices acknowledged within 24–48 hours. · All logged notices tracked accurately until resolution. · Consistent participation in weekly office rotations and training sessions. · Demonstrated growth toward independent handling of notice-related tasks within 6–12 months. Growth Path · Start as Client Support Services Assistant, focusing on support for calls, shared inbox tasks, and notice intake. · Develop notice resolution expertise under mentorship of the Senior Advisor. · Potential to advance to Notice Resolution Specialist or broader Client Services role as the firm grows.

Job Description About the job Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients’ financial plans, all while upholding the high-quality standards to which our clients are accustomed. Key Responsibilities • Support the advisors in managing client relationships., • Prepare detailed financial plans, including client-ready reports, proposals, and presentations., • Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions., • Provide dedicated support for clients regarding their existing accounts. Core Competencies • Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance, • Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner., • Superior attention to detail, • Effective listening skills with ability to quickly process information., • Ability to prioritize and meet deadlines in a fast-paced environment., • Excellent critical thinking and problem-solving skills., • Ability to work effectively independently as well as in a team environment., • Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors., • Continually seek to expand and enhance personal knowledge. Experience, Education & Licenses • Financial Services: 3 years (Preferred), • Insurance License (Required), • Series 7 (Required), • Series 63 (Required), • Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®) Benefits • 401k + match, • Healthcare, • Vision, • Life, • Disability, • PTO, • Holidays

Job Description Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:30am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace! We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow! If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference! The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet, • Accurately performs mathematical calculations. Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking plus consumer lending experience) Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 8% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus

Job DescriptionAbout the Firm Talley, LLP, and its affiliated entities, Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”) and Talley Client Accounting Services, LLC (“TCAS” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners. Talley looks to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business. Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur: • Assurance and assurance services, including traditional financial reporting, • Tax compliance, • Tax planning and proactive advice, • Business consulting, • Estate planning, business planning, M&A and tax law services delivered through TLG, • Outsource accounting, controller and CFO services, delivered through TCAS, • Mergers & acquisition, growth through acquisition and operational consulting delivered through TCGWorking in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, Talley expects its professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and 20-30 offshore and outsourced team members. Talley’s office is located in Orange, CA. Talley has grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals. Position Summary Talley seeks motivated Tax/Audit Interns who bring curiosity, a positive attitude, and critical thinking to a fast-paced, entrepreneurial environment. We welcome well-rounded candidates eager to grow into future leaders of the firm. Program Structure & Commitment • Duration: 8-week, in-person only program (June–July), • Rotation: 4 weeks in Tax and 4 weeks in Audit , providing broad technical exposure, • Schedule: 20 hours/week on Tuesdays, Wednesdays, and Thursdays, • Junior/Senior standing; graduating between May–Summer preferred, • Pursuing Bachelor’s in Accounting; minimum 3.0 major GPA, • Completed Intermediate Accounting course by start of internship preferred, • Capable and willing to learn more about the firm and profession, • Ability to work independently and in a team while managing multiple tasks, • Strong verbal/technical written communication and teamwork skills, • Relevant work experience a plus but not required, • Hands-on client work in both Tax and Audit, • Entrepreneurial environment with meaningful contributions, • Deeper insight into the world of public accounting across multiple disciplines, • Pathway to join the Talley team post-internship Talley, LLP and its affiliated entities (Talley Law Group, Talley Capital Group, and Talley Client Accounting Services) provide full-service financial, tax, legal, and consulting solutions tailored to entrepreneurially driven businesses and high-net-worth individuals. Founded in 1989, Talley has grown into a leading boutique firm with over 50 U.S.-based team members, serving clients with a culture of accountability, results, and trusted advisory. Apply Submit resumes online at Powered by JazzHR gZKhgGx7WC

Job Description Job Summary Directs and coordinates the activities of manufacturing/operations/production department within a business unit of the company. Oversees the cost-effective utilization of the manpower, capital equipment, and other resources required to manufacture products in a manner that meet business targets for profitability, on-time delivery, productivity, and quality. Coordinates with sales, inspection, purchasing and other functions of the business unit to plan and maintain optimal output, customer satisfaction, and new product production. Has responsibility for operating budgets, product shipments, earned standard hours/productivity continuous improvement, manpower planning and customer satisfaction. Fully engages workforce and promotes personal accountability by identifying goals, empowering employees to drive decision making, fostering innovation and continuous learning, by providing ongoing feedback. Primary Responsibilities • Directs and manages the work activities of the manufacturing function including molding, assembly, various engineering support functions, and production control for a business unit major product group., • Maintains production reporting, accurate inventory counts and analysis of variances in order to keep yield, repair and scrap to a minimum., • Analyzes costs, expenses, operating efficiency and losses for their business segment and ensures that profitability is managed., • Oversees the cost-effective utilization of the manpower, capital equipment, and other resources required to manufacture products in a manner that meet business targets for profitability, on-time delivery, productivity, and quality., • Reviews production orders or schedules to ascertain product data such as types, quantities, and specifications of products and scheduled delivery dates in order to plan department operations., • Oversees the status of all work in process to meet manufacturing work schedules or re-schedules., • Plans production operations pursuant to master schedule, establishing priorities and sequences for manufacturing of products. Coordinates manufacturing activities to ensure production and quality of products meets specifications., • Reviews production and operating reports and resolves operational, manufacturing, and maintenance problems to ensure minimum costs and prevent operational delays. Monitors machines and equipment to ensure specific operational performance and optimum utilization., • Prepares annual review of maintenance, improvement of manufacturing capital equipment and alternative in the areas of equipment and processes and makes recommendations for capital plan., • Ensures that proper tooling is available for all production machines and product lines; or that material is on hand for the creation or modification of necessary jigs and tooling., • Accountable for the maintenance of good morale, job satisfaction, and productive employees in the workforce under position authority in order to optimize human resources, maintain an effective work climate, and ensure that company policies and procedures are followed., • Supervisory Responsibilities: Manages subordinate supervisors/managers who supervise a total of approximately 60 -150 employees in various molding, assembly and product support departments., • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems., • Supports the development, organization, implementation, and evaluation of a successful continuous improvement/lean manufacturing program that drives aggressive business results. Introduce standardized Lean techniques and concepts including: value stream mapping, 5S, Kaizen, Visual Controls, Pull/Kanban systems, standardized work, line balancing, etc., • Achieves stated metrics to include, but not limited to, safety, quality, service and cost. Assesses and addresses team's performance to metrics., • Prepares and submits capital expenditure requests considered feasible to operations management for consideration and possible allocation of funds, based on overall financial analysis., • Drive solutions to assigned tasks utilizing a proactive approach to problem solving. Build capability within site leadership by asking impactful questions and challenging current practices., • Implements performance management, progressive discipline, attendance practices, policies, staffing and terminations. Provides training, coaching and feedback to associates., • Specific manufacturing knowledge of production control, manufacturing processes and tooling used in a business unit., • Demonstrated cost management in functional areas such as assembly, manufacturing engineering, materials, etc., • Strong consulting & coaching skills; effective advisor to management and employees across a variety of business issues. Exceptionally good listening skills; able to present complex or new ideas with clarity and simplicity., • Power user in ERP systems and/or other financial and operational software systems., • Strong working knowledge of quality standards (i.e. ISO/AS9100)., • Results-oriented, strong analytical skills, and demonstrated process improvement success in managing large teams in a continuous improvement culture., • Must possess excellent problem solving, organizational and verbal & written communication skills., • Solid, overall business acumen and a strong mindset for continuous improvement., • Work requires verbal communication and interpersonal skills. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects., • High energy level and ability to work flexible hours., • Ability to work in a team-oriented environment., • Strong computer skills (e.g. MS Word, MS Excel, MRP)., • Strong attention to detail., • Customer Focus - Knows and understands the needs of internal and external customers. Is results oriented and works hard to consistently provide exceptional service., • Ethics and Values - Adheres to an effective set of core values and beliefs and acts in accordance. Rewards the right values and disapproves of others., • Problem Solving - Looks beyond the obvious to find effective solutions., • Integrity and Trust - Widely trusted and seen as direct and truthful., • Functional/Technical Skills - Possesses the skills to be effective in the job. Has the skills to perform the job at a high level of accomplishment., • Listening - Practices active and attentive listening, able to hear others., • Action-oriented - Full of energy, willing to take action., • Composure - Cool under pressure, not knocked off balance by the unexpected, is a settling influence., • Values Diversity - Supports fair and equal treatment for all. Education/Previous Experience Requirements • BS/BA in Engineering, Business or related field., • Previous management level experience. 5+ years of progressively responsible management experience in an engineering or manufacturing environment; preferably in the aerospace or defense industry, • Lean or Six Sigma preferred. Kirkhill, Inc. is proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. All successful candidates must submit to post offer pre-employment physical examination, drug/alcohol screen and background check as a condition of employment. Job Posted by ApplicantPro

Job Description About Talley Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes. Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success. Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients. Our Services • Audit & Assurance – Traditional financial reporting with a strategic approach, • Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs, • Business Consulting – Helping businesses scale efficiently and sustainably, • Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG, • Outsourced Accounting, Controller, and CFO Services – Provided by TCAS, • Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms. We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success. Position Summary The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement. The tax staff will interact with various service departments and the administration team. This position involves direct client interaction throughout the year and offers the opportunity to quickly advance to a Client Service Manager (CSM) role. As a CSM, you will develop and implement tax services for clients and identify additional ways to assist with their needs. Essential Functions of the Position Qualities • Time Management, • Exceptional Organization Skills, • Strong Communication skills, • Responsiveness to time-sensitive items, • Attention to Detail, • Focus on client, • Ability to work independently, • Team Collaboration, • Strong Leadership skills, • Transparency, • Strong Work Ethic, • Being professional and respectful to others, • Positive Attitude Technical Skills, • Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc., • Ability to review less complex tax returns prepared by staff and outsourced providers., • Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities, • Ability to perform fundamental tax research, • Address government agency's tax notifications, • Ability to prepare Trust Tax returns Client Service, • Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices, • Ability to review and identify tax planning opportunities, • Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation, • Provide superior service to our clients such that the clients provide referrals to their friends and colleagues. Training and Personnel, • Participate in recruiting tax department staff and interns., • Provide technical on-the-job (OTJ) training to tax preparers and outsource providers., • Provide informal mentoring to staff members., • Participation in department activities as a team player on behalf of the department and the firm., • Demonstrate an ability to interact and work as a team member., • Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel, • Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program. Department, • Follow department policies and procedures., • Identify and look for process improvement ideas., • Participate in weekly department meetings., • Active CPA preferred, • Bachelor’s Degree in Accounting is required., • Strong project management and time management skills are necessary, • Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation., • Customer service focus, • Ability to get along well with diverse personalities; tactful, mature, and flexible., • Ability to operate independently and “self-manage” projects., • Result-and profit-oriented, with the ability to balance other business considerations., • Strong analytical and reasoning abilities., • High energy level, comfortable performing multifaceted projects in conjunction with everyday activities., • Superior numeric skills., • Excellent written and verbal communication skills. zU9RhbPLXJ

Job DescriptionDescription: About Us Family-owned and operated since 1970, we are an industry-leading gas distributor founded on unparalleled customer service. Our industrial, medical, food, and specialty gas products support a variety of industries that work daily to improve the world we live in, and our ongoing commitment to serve spans the southwestern United States with 16 locations across California and Arizona. Discover the most interesting industry you’ve never heard of! Position Overview The Account Manager is responsible for developing long-term relationships with assigned customers’ portfolios and connecting with key business executives within the territory. The Account Manager acts as a liaison between customers and cross-functional internal teams, working jointly to ensure timely and successful delivery of our solutions according to customer needs. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Operate as the lead point of contact for any matters specific to your customers., • Build and maintain strong, long-lasting customer relationships, • Improves the profitability of existing accounts by fully understanding value propositions, • Supports and implements marketing plans, promotions, and new product launches, • Secures long-term relationships by negotiating product supply agreements, • Accountable for providing complete and accurate account set-up and pricing data, • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors, • Ensure the timely and successful delivery of our solutions according to customer needs and objectives, • Knowledge of gases, including pure gases, gas blends, hydrocarbon blends, reactive gas blends, industrial cylinder gases, bulk atmospheric gases, and hardgoods, • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders, • Responsible for gross profit improvement and securing new business, • Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment, • Actively review and manage existing customer Accounts Receivable balances to help minimize working capital investment and financial risk, • Assist with high-severity requests or issue escalations as needed, • Contacts existing accounts and make cold calls to potential targetsRequirements:, • Bachelor’s degree or equivalent experience preferred, • 3+ years of B2B sales and sales management experience, • Industrial Gas industry experience a plus, • A demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level, • A “Hunters” mentality with an ability to find qualified opportunities with substantial top-line revenue and gross profit, • Ability to effectively organize, prioritize, multi-task, and manage time., • Successful track record of managing a sales territory, • Excellent listening and interpersonal communication skills to identify critical core, • Excellent leadership, verbal and written communication skills, • Strong persuasion, negotiation, and customer presentation skills, • Valid driver’s license, • Solid computer skills and using Microsoft Office Products, including Word, Excel Supervisory Responsibility This position has no supervisory responsibilities Physical Demands The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing this job, the employee must stand for long periods, talk, hear, and use hands and fingers to operate a computer and telephone, keyboard reach, stoop, and kneel. This person must be able to lift, carry, or set down up to 15 pounds. Specific vision abilities required by his job include close vision requirements due to computer work. Travel 50-75% territory travel Position Type and Expected Hours of Work This is a full-time exempt position. Compensation and Benefits • Base rate with performance-based incentives, • Comprehensive benefits package, including medical, dental, vision, and life, 401k match, • Professional development opportunities and ongoing training, • Healthy work/life balance and a collaborative and inclusive company culture This job description is not intended to be all-inclusive. An employee may perform other related duties as negotiated to meet the organization’s ongoing needs. WestAir Gases and Equipment, Inc. is an Equal Opportunity Employer.

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Recommends financial advice and guidance that align with client financial goals and needs. Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an e

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with clien

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Bank Of America Financial Advisor. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with financial center leaders, performance managers, and market le

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Experience with financial information, spreadsheets and financial skills. Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial service