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Job Description Exciting Career Opportunity: Financial Services Professional ( For California Residents Only) Are you ready to make a meaningful impact while building a rewarding career? If you’re competitive, creative, receptive to feedback, an exceptional communicator, committed, and authentic, you may have exactly what it takes to thrive as a Financial Services Professional with New York Life. At New York Life, a Fortune 100 company with over 180 years of history, you’ll have the opportunity to help individuals and families achieve financial security—while shaping your own professional future. Work Environment Our offices are conveniently located in both Los Angeles County and Orange County. Team members enjoy a hybrid work schedule, with the flexibility to work from home or in the office depending on personal preferences and client needs — promoting a true work-life balance. Career Path & Growth Opportunities • Career Development to Financial Advisor — grow your expertise and client relationships., • Fast Track to Management — transparent advancement structure with clear milestones., • Develop and execute a personal business and marketing plan., • Build and maintain strong client relationships and referral networks., • Understand clients’ financial goals and concerns to design tailored strategies., • Provide personalized financial and investment solutions utilizing a wide range of tools and products., • Bachelor’s degree or higher., • Bilingual is a plus, • Must have legal authorization to work in the United States., • FINRA SIE, • FINRA Series 6 or 7, • Competitive base salary plus bonuses, commissions, stipends, and licensing incentives., • Comprehensive health, dental, and vision insurance., • 401(k) retirement savings plan., • Licensing education materials and exam reimbursement., • Highly motivated, competitive, and entrepreneurial., • Strong communication and interpersonal skills., • Self-disciplined with a passion for continuous learning., • Open-minded, coachable, and eager to grow within a structured development system. Company DescriptionNew York Life is one of the nation’s oldest and most respected financial institutions. As a mutual company, we answer only to our policyholders—not Wall Street. Our mission is to help clients protect their loved ones and achieve long-term financial success. We’re proud to be recognized by leading organizations, including: Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America’s Best Employers for Diversity Seramount 2024: Best Companies for Multicultural WomenNew York Life is one of the nation’s oldest and most respected financial institutions. As a mutual company, we answer only to our policyholders—not Wall Street. Our mission is to help clients protect their loved ones and achieve long-term financial success.\r\n\r\nWe’re proud to be recognized by leading organizations, including:\r\n\r\nFortune 2024: World’s Most Admired Companies\r\n\r\nHandshake 2025: Early Talent Award\r\n\r\nForbes 2024: America’s Best Employers for Diversity\r\n\r\nSeramount 2024: Best Companies for Multicultural Women

Job Description The following description is not intended as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Management retains the discretion of adding or changing the duties of the position at any time. Key Responsibilities: • Draft, review, and negotiate complex customer facing commercial agreements (MSAs, purchase agreements, SOWs, amendments, and government contracts), with a focus on enabling revenue while protecting the company's long-term interests., • Provide expert redline review of commercial terms, benchmarking against industry standards and customer expectations to support competitive positioning., • Lead commercial contract strategy from early pursuit through execution, including support of bids, RFPs, and strategic customer programs across public- and private-sector accounts., • Release commercial guides by setting up pricing models, payment structures, delivery and acceptance frameworks, and risk-adjusted deal structures., • Support development and negotiation of cost and price proposals, ensuring consistency between commercial assumptions, contractual commitments, and financial models., • Partner cross-functionally with Sales, Finance, Legal, Engineering, and Operations to align contractual terms with program execution, cost structure, and delivery commitments., • Evaluate contractual and commercial risks, recommend mitigation strategies, and clearly communicate trade-offs and escalation options to supervisors., • Own commercial change management, including negotiation of change orders and amendments that protect margin and schedule as program scope evolves., • Act as a trusted advisor to leadership and internal stakeholders on complex contractual, commercial, and customer-specific issues., • Build and maintain effective relationships with customer contracting representatives to facilitate negotiations and advance strategic partnerships., • Contribute to the development of commercial guidelines, negotiation frameworks, and deal-desk best practices that scale revenue growth. Qualifications: • Bachelor's degree in Business, Finance, Legal Studies, Engineering, or a related field., • 7+ years of experience in commercial contracting, deal desk, contract strategy, or commercial operations within an OEM, manufacturing, infrastructure, transportation, or technology environment., • Demonstrated experience supporting sales-side contracts and complex, non-standard deals with material revenue and risk exposure., • Strong understanding of commercial terms impacting revenue and margin, including pricing structures, payment milestones, delivery and acceptance, warranties, liquidated damages, and liability., • Proven ability to assess contractual and commercial risk, develop mitigation strategies, and communicate trade-offs clearly to senior leadership., • Experience partnering cross-functionally with Sales, Finance, Legal, Engineering, and Operations to influence deal outcomes., • Excellent negotiation, analytical, and written communication skills. Preferred: • Experience with government, public-sector, or regulated-industry contracts (e.g., transit agencies, state or federal customers)., • Familiarity with cost and price proposal development, RFPs, and competitive bid processes., • Experience in EV, automotive, advanced manufacturing, or capital equipment OEMs., • Knowledge of contract lifecycle management (CLM), ERP, or CRM systems., • Ability to operate independently in a fast-paced, growth-oriented environment with executive-level stakeholders. Pay Range: $90,000-$120,000 Location: Pasadena, CA RIDE is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, gender identity, pregnancy, childbirth or related medical condition, religious creed, physical disability, mental disability, age, medical condition, marital status, veteran status, sexual orientation, genetic information or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.

Job Description Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success. About The Wilshire Group The Wilshire Group, a renowned boutique consulting firm in Los Angeles, specializes in revenue cycle optimization and fostering effective collaboration between operational and IT facets. With a robust track record of aiding over 100 healthcare systems nationwide, our team thrives on professionalism, efficiency, and adaptability. Our core values- professionalism, efficiency, and flexibility- underscore our commitment to creating an inclusive and dynamic workplace. We embrace diverse narratives and believe in offering opportunities to exceptional individuals who bring their best to the table. Senior Patient Access & Revenue Cycle Consultant (Epic) Contract Length: 6 Months Employment Type: W2 Contract Compensation: $100.00 per hour Benefits: None Location: Remote (with potential on-site support as needed) Position Overview We are seeking a Senior Patient Access & Revenue Cycle Consultant to provide strategic and operational leadership across front-end revenue cycle functions. This consultant will operate at a senior advisory level, supporting patient access optimization, scheduling efficiency, eligibility, authorization workflows, and Epic-based process improvement initiatives. This role is ideal for a consultant with deep Epic experience who understands both operational and IT perspectives, and who can lead complex, multi-site initiatives with measurable financial and operational impact. Key Responsibilities * Serve as a senior advisor supporting Patient Access, Scheduling, Registration, Eligibility, and Authorization functions * Lead initiatives focused on reducing patient access–owned denials, including COB and authorization-related denials * Optimize scheduling efficiency, patient movement, and front-end registration workflows * Partner with operational and IT stakeholders to design and implement Epic-based improvements aligned to best practices * Support implementation and optimization of: * Real-Time Eligibility * Authorization workflows * Registration edits and decision trees * Workqueues and operational reporting * Act as project management lead for complex, multi-hospital initiatives, including change management and stakeholder coordination * Develop dashboards, reports, and performance metrics to support operational and financial goals * Provide subject matter expertise across Epic Patient Access applications * Mentor analysts and operational teams on optimization strategies and best practices * Support business development, assessments, and follow-on remediation initiatives as needed Required Qualifications * 10+ years of progressive experience in Patient Access and Front-End Revenue Cycle * Extensive experience working with Epic in both implementation and optimization environments * Proven expertise in: * Scheduling optimization * Front-end registration efficiency * Insurance eligibility and authorization workflows * Patient access–owned denials reduction * Ability to function as a strategic advisor, not limited to build-only or task-based work * Strong project management, communication, and stakeholder engagement skills * Experience working with large health systems, academic medical centers, and multi-hospital organizations Preferred Qualifications * Prior consulting experience in healthcare revenue cycle environments * Experience serving as an operational liaison between IT and business teams * Epic certifications in Patient Access modules strongly preferred, including: * Cadence * Prelude * ADT / Grand Central * Welcome * MyChart * Background in Real-Time Eligibility vendor implementation or optimization Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.

Job DescriptionDescription: About the company Ardmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (luxury seating). About the Role This position will be a key member of the Senior Executive Leadership team. This person will report to the CEO (a co-founder) with close interaction with both co-founders, Board, C-Suite, and all departments. In addition to managing the Accounting/Finance team, including Inventory Control, and its processes, the CFO will play a key role in collaborating and leading across the organization on strategic initiatives and opportunities. Other operational business units (real estate LLCs, etc.) will also be under the oversight of this individual. The ideal professional loves to own and drive projects through to completion by mentoring, coaching and influencing teams effectively. This individual is highly results-oriented, with grit and determination to thrive in a fast-paced environment, has a strong work ethic and is strong at multitasking, prioritizing, and communicating/aligning with ownership and others on priorities. This is an individual who is both strategic and a “do-er”: enjoys and excels working both at the 30,000-foot level as well as rolling up their sleeves to get into the details. These individual embraces and supports our in-person/on-site work culture and embodies our company values of Ownership, Collaboration and Respect. Responsibilities · Lead and execute annual budgeting and reforecasting process by collaborating and supporting colleagues · Prepare, present and manage reports and analyses related to budgets, forecasts, financial plans, cash flow projections, and business forecasts · Develop recommendations for tax strategy among and between the company’s various entities (C-Corp, S-Corp, LLCs) for owners in partnership with external tax advisors · Identify opportunities to and drive the implementation of technology to automate and improve processes (e.g., cash reconciliation, reporting etc.) · In partnership with the Controller, develop, implement and document accounting controls, policies and procedures; work with the team to ensure compliance with any/all tax/licensing/retirement plans applicable to AHD and other related entities · Manage and maintain external relationships (banks, accounting firms, legal, brokers etc.) with an elevated level of service consistent with our elevated brand · Manage all entities’ accounting/financial statements thoroughly, timely and proactively, and present to and inform Owners/Board on a regular cadence · Nurture, mentor and develop the Accounting/Finance and Inventory Control teams; develop a talent and organizational plan to identify and fill gaps and invest in the team to achieve business goals and meet deadlines · Be a strong and effective company influencer to successfully accomplish projects and initiatives and drive them to the finish line · Evolve the Accounting/Finance team into a service-driven department that will provide excellent service, support, training and guidance to other AHD departments in need of financial or accounting help Requirements: · BS degree in Finance, Accounting or another relevant major · CPA and/or MBA preferred · 20+ years of Accounting/Finance and leadership experience · Experience with M&A and business transactions at high scales · Proven track record in operational and financial leadership at $100M+ organization and also a strong interest in working for a founder-led business · Experience with warehouse inventory accounting and processes (wholesale and/or retail) required · Proven experience as a leader and advisor to the CEO and/or founders · Thorough understanding of practices, theories, and policies involved in accounting and finance · Experience of excelling in - and preference for - a fast paced, high growth environment · Strong grit and determination to get to the finish line even when there are competing priorities or barriers (entrepreneurial mindset) · Stellar analytical, decision-making, judgment and problem-solving skills Compensation Starting annual salary: $250,000-300,000. Exact compensation may vary based on skills, experience, and location.

Job Description JOB SUMMARY AGSE is seeking a strategic and results-driven Chief Financial Officer to lead the financial operations of our global organization. The CFO will be a member of the executive team, responsible for overseeing financial reporting, planning, and risk management. This role requires both high-level strategic thinking and hands-on financial management experience in a dynamic and growing environment. JOB DUTIES AND RESPONSIBILITIES Strategic Financial Leadership • Develop and execute financial strategies aligned with the company's goals and objectives., • Serve as a strategic advisor to the CEO, President and COO on financial planning and business operations., • Participate in key decisions as a member of the executive leadership team. Financial Planning & Analysis • Provide timely and accurate financial analysis, performance metrics, and business insights., • Monitor financial performance and proactively recommend corrective actions., • Supporting M&A opportunities as may be required including analysis. Accounting, Reporting, and Risk Management • Ensure accurate and timely financial statements in accordance with GAAP and regulatory standards along with compliance with all legal, tax, and regulatory requirements., • Oversee internal and external audits., • Maintain a strong internal control environment., • Identify and mitigate financial and operational risks. Cash Flow & Treasury Management • Manage cash flow and banking relationships and provide input to ownership on investment strategies., • Oversee financing, capital structure, and risk management initiatives. Operational Efficiency • Evaluate and optimize financial systems, tools, and processes for scalability and efficiency., • Partner with department heads to drive financial discipline across the organization. Team Leadership • Lead, mentor, and develop a high-performing finance and accounting team., • Foster a culture of continuous improvement, accountability, and collaboration. JOB REQUIREMENTS AND MINIMUM QUALIFICATIONS • Bachelor’s Degree in accounting required., • 10+ years of progressive financial leadership experience, including at least 3–5 years in a CFO or senior finance role, • Strong understanding of manufacturing industry related accounting principles (ASC) accounting standards codification., • Understanding of principles of corporate and partnership taxation and regulatory requirements., • Strong understanding of financial management, budgeting, and business operations, • Proven ability to build relationships and influence stakeholders at all levels, • Excellent communication, analytical, and leadership skills, • Proficiency with financial software and systems (e.g., ERP, Excel, BI tools, tableau) PREFERRED EXPERIENCE • CPA/CMA or MBA., • M&A or capital investment project experience, • Scaling manufacturing operations or transitioning through growth phases, • Familiarity with international operations, trade compliance, or multi-entity reporting., • Experience with lean manufacturing and continuous improvement initiatives., • Prior experience with Epicor ERP software. What We Offer Advanced Ground Systems Engineering (AGSE) offers an excellent benefits package, which includes healthcare, a 401(k) plan, and tuition reimbursement. To learn more about AGSE and our products or services, please visit us on the internet at . Pay: Salary $225,000-$275,000 per year PLUS discretionary bonus up to 35% of base. This role is considered exempt and an “ONSITE” role only. AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that AGSE considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case. Benefits • 401(k), • 401(k) matching 100% up to 5% of compensation, • Dental insurance, • Employee assistance program, • FSA “Flexible Spending Account”, • Health insurance, • Life insurance, • Paid time off., • Tuition reimbursement, • Vision insurance PHYSICAL REQUIREMENTS & WORKING CONDITIONS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. The work environment characteristics described here represent those employee encounters while performing this job's essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Employees work under typical office conditions, and the noise level is usually quiet to moderate. However, in certain assignments, an employee may work near moving equipment and be exposed to toxic or caustic chemicals, biological hazards, airborne fumes, outdoor weather conditions, and loud, prolonged noise.

Job Description JOB SUMMARY AGSE is seeking an Associate Director of Projects and Growth Initiatives to drive and ensure the successful implementation of strategic projects. This hands-on role offers a unique chance to make a significant impact by leading projects, fostering innovation, and achieving business goals established by the COO. This is a hands-on role requiring personal attention to meeting timelines for global growth initiatives. Cross value stream JOB DUTIES AND RESPONSIBILITIES b) Global Entity Corporate Maintenance for the entire business enterprise that may include up to 30 entities. c) Support initiatives and projects related to manufacturing expansion in Europe and service centers globally. 2. Merger and Acquisition and Joint Venture: a) Merger and Acquisition support efforts, including lead generation, interfacing with brokers, PE firms, support functions with IOI and LOI, SPA or APA, and due diligence. b) Support functions and projects related to joint venture arrangements. 3. Special Projects / Cross-Value Stream / Operational Efficiency Initiatives: a) Support the COO and executive management team on oversight of cross-value stream projects, including updates on ERP implementation, supply chain arrangements, and operational efficiency initiatives. b) Perform cost estimates, budget control, and critical path scheduling. c) Identify and provide potential resolutions to problems, project changes, and resource constraints, escalating to senior management as necessary. d) Communicate planning project status, issues, and risks to the executive team to maintain clear visibility and roadmap to delivery timelines. e) Partner with all stakeholders to ensure seamless cross-functional execution. f) Supporting any projects as may be established. JOB REQUIREMENTS AND MINIMUM QUALIFICATIONS • A bachelor’s degree in accounting or finance., • 7+ years of progressive experience in technical accounting, finance, or operational roles, including at least 2 years in a project management role., • Strong background in cross functional corporate and operational environment., • Ability to operate without any direct reports. This is a hands-on role., • Proven ability to build relationships and influence stakeholders at all levels, • Excellent communication, analytical, and leadership skills., • Proficiency with financial software and systems (e.g., ERP, Excel, Power BI tools), • Travel requirements, both domestic and internationally, up to 8%. PREFERRED EXPERIENCE 1. Master's degree / MBA., 2. Cross-functional experience, corporate, operations, and M&A., 3. Familiarity with international operations, trade compliance, or multi-entity reporting and corporate formation structures., 4. Experience with the manufacturing industry and continuous improvement initiatives., 5. Prior Experience with Epicor ERP software. Job Type: Full-Time Employment Pay: Base Salary $150,000-$160,000 per year, PLUS discretionary bonus up to 15% of base. The Total Compensation package, including the discretionary bonus program, can be up to $184,000. This role is considered exempt and an “ONSITE” role only. Benefits 401(k) 401(k) matching 100% up to 5% of compensation Dental insurance Employee assistance program FSA “Flexible Spending Account” Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance What We Offer Advanced Ground Systems Engineering (AGSE) offers an excellent benefits package, which includes healthcare, a 401(k) plan, and tuition reimbursement. To learn more about AGSE and our products or services, please visit us on the internet at . AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that AGSE considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case. PHYSICAL REQUIREMENTS & WORKING CONDITIONS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. The work environment characteristics described here represent those employee encounters while performing this job's essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Employees work under typical office conditions, and the noise level is usually quiet to moderate. However, in certain assignments, an employee may work near moving equipment and be exposed to toxic or caustic chemicals, biological hazards, airborne fumes, outdoor weather conditions, and loud, prolonged noise.

Job Description Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success. About The Wilshire Group The Wilshire Group, a renowned boutique consulting firm in Los Angeles, specializes in revenue cycle optimization and fostering effective collaboration between operational and IT facets. With a robust track record of aiding over 100 healthcare systems nationwide, our team thrives on professionalism, efficiency, and adaptability. Our core values- professionalism, efficiency, and flexibility- underscore our commitment to creating an inclusive and dynamic workplace. We embrace diverse narratives and believe in offering opportunities to exceptional individuals who bring their best to the table. Senior Revenue Cycle Consultant – Revenue Integrity / HIM Contract Position | W2 | $100.00/hour | 6+ Months Position Overview We are seeking a Senior Revenue Cycle Consultant with deep expertise in Revenue Cycle, Revenue Integrity, and Middle Revenue Cycle operations to support hospital and physician billing optimization initiatives. This role sits above the build layer, partnering with operational and technical stakeholders to guide strategy, workflow optimization, automation, and performance improvement across Hospital Billing (HB), Professional Billing (PB), Coding, and Health Information Management (HIM) functions. The ideal consultant understands Epic build concepts and downstream impacts but is primarily focused on solution design, validation, governance, and operational outcomes rather than hands-on configuration. Key Responsibilities * Serve as a senior advisor for Revenue Integrity and Middle Revenue Cycle initiatives, ensuring alignment across HIM, Coding, HB, PB, and Revenue Cycle leadership * Lead analysis, design, and optimization of revenue cycle workflows related to coding, charging, documentation, and claim readiness * Partner with operational and technical teams to evaluate current-state workflows, identify gaps, and recommend scalable, compliant solutions * Provide oversight and guidance on Epic-related initiatives, ensuring build decisions align with best practices and enterprise revenue strategy * Support initiatives related to: * Coding automation and prioritization * Charge capture and revenue integrity workflows * Documentation improvement and deficiency management * Claim accuracy, denials prevention, and compliance readiness * Translate complex technical concepts into clear operational guidance for non-technical stakeholders * Participate in discovery, validation, testing, and go-live support as needed * Mentor analysts and junior consultants, providing knowledge transfer and best-practice guidance * Collaborate with Compliance, Privacy, Patient Financial Services, and Clinical stakeholders to support regulatory and organizational goals Required Qualifications * 8+ years of progressive experience in Revenue Cycle, HIM, or Revenue Integrity within a healthcare environment * Strong working knowledge of: * Middle Revenue Cycle workflows * Hospital Billing (HB) and Professional Billing (PB) * Coding operations (facility and professional) * HIM processes including documentation, deficiencies, and release of information * Epic experience with a solid understanding of build concepts, dependencies, and downstream impacts (hands-on build not required) * Proven ability to operate at a strategic and consultative level, guiding decisions rather than executing configuration * Experience leading or supporting large-scale optimization, automation, or compliance initiatives * Excellent analytical, communication, and stakeholder management skills * Ability to work independently in a fast-paced, client-facing environment Preferred Qualifications * Epic certification(s) * Experience with coding automation, assisted charging, or revenue integrity programs * Prior consulting experience supporting multi-hospital or integrated delivery systems * Familiarity with regulatory requirements impacting HIM and Revenue Cycle operations Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.

Job Description Job Description: We are seeking a seasoned and driven Senior Homecare Sales Representative to spearhead our sales efforts in the senior homecare services sector. In this role, you will be instrumental in expanding our client base and promoting our range of senior homecare solutions to key decision makers at various healthcare institutes (hospitals, skilled nursing facilities, hospices, and etc.). Your expertise will play a pivotal role in driving business growth and ensuring that seniors receive the highest quality of care in the comfort of their homes. Responsibilities: • Develop and implement a strategic sales plan focused on increasing market penetration and revenue growth within the senior homecare services market., • Cultivate and maintain strong relationships with key referral sources, including physicians, hospitals, assisted living facilities, and community organizations., • Conduct comprehensive assessments of client needs and preferences to tailor customized homecare plans that meet individual requirements., • Act as a trusted advisor to clients and their families, providing guidance on available services, care options, and financial considerations., • Collaborate with internal teams to ensure seamless coordination of care delivery, including scheduling, staffing, and ongoing support., • Stay abreast of industry trends, regulatory requirements, and best practices in senior homecare services to provide informed recommendations and solutions., • Attend networking events, conferences, and trade shows to promote our services and build brand awareness within the community., • Bachelor's degree in business, healthcare administration, or related field (preferred but not required)., • Proven track record of success in sales, with a focus on senior homecare services or related healthcare sectors preferred., • Deep understanding of the unique needs and challenges facing seniors and their families in the homecare setting., • Exceptional communication and interpersonal skills, with the ability to establish rapport, inspire trust, and negotiate effectively., • Strong organizational and time management abilities, with a results-driven approach to achieving sales targets and objectives., • Self-motivated and proactive, with a passion for making a difference in the lives of seniors and their caregivers., • Ability to work independently and collaboratively in a fast-paced, dynamic environment., • Competitive commission comp plan with performance-based incentives, • Year 1 base case target comp of $55K but possible to achieve up to $85K for outstanding performance (year 2 target comp of $150K to over $250K, assuming similar pace of growth and high customers retention), • Position would be mostly commission driven (10% of company's revenue), • There will be a stipend of ~$500/month (paid bi-weekly) to assist with year 1 ramp in building book of business, • Ongoing training and professional development opportunities. Who we are? Since 2002, Senior Helpers® is the nation's premier provider of in-home senior care, with locations all across the country. Our services range from specialized care for those with chronic diseases to companion services for seniors looking for assistance with daily activities. Senior Helpers is proud to be the first national in-home care provider to receive certification as a Great Place to Work. Our caregivers and staff are treated with respect in an inclusive environment, enjoy employee pride and camaraderie, and recognize that the work they do makes a real difference for our clients This position will be based out of our Monterey Park office in CA. Visit our website below to learn more:

Job Description GENERAL FUNCTION / SUMMARY RIA Operations Manager plays a critical leadership role in directing the firm's regulatory compliance, advisor registration, training programs, reporting processes, and overall operational support. This position ensures strict adherence to SEC, FINRA, and state regulatory requirements while serving as a vital resource for Investment Adviser Representatives (IARs), clients, and internal teams. Success in this role demands exceptional organizational acumen, meticulous attention to detail, and the capacity to seamlessly manage multiple compliance and operational priorities in a dynamic environment. MAJOR DUTIES AND RESPONSIBILITIES Compliance & Reporting • Oversee annual renewal filings and direct year-end calculations of Assets Under Management (AUM) and firm positions, ensuring precision and regulatory compliance., • Coordinate annual distribution to all clients, guaranteeing accuracy, transparency, and timely delivery., • File annual state reports in partnership with the tax department to maintain compliance across jurisdictions., • Coordinate and oversee annual compliance training with external compliance consultants, monitor and document staff participation., • Collect and review quarterly transactions and gift reports from Investment Adviser Representatives (IARs) and staff., • Develop, review, and approve marketing materials, weekly market updates, and social media communications to ensure compliance and brand consistency., • Maintain proactive communication with compliance consultants to stay informed of evolving SEC, FINRA, and state regulations., • Support SEC audits by preparing documentation, managing requests, and delivering timely responses., • Prepare and issue annual compliance fee invoices to Investment Adviser Representatives (IARs) and coordinate collections with Accounting., • Coordinate bookkeeping activities with Accounting, including making payments to service providers and submitting invoices for processing. Administer annual renewal fees and other firm payments, ensuring accuracy, compliance, and timely forwarding of all documentation to Accounting., • Analyze and review financial statements, including balance sheets, income statements, and cash flow reports., • Validate client fee calculations, commission structures, and agent compensation for accuracy and compliance., • Conduct quarterly reviews of management fee collections and invoice distributions to ensure consistency and transparency., • Audit monthly AUM calculations to confirm accuracy and regulatory alignment., • Supervise daily trading operations, approve trades, and perform quarterly reviews of trade blotters., • Execute monthly portfolio and cash rebalancing trades to maintain investment strategy alignment., • Manage structured notes transactions, including reviewing SN selections, vendor communications, order submissions, and compliance oversight., • Review and authorize client agreements (IMA, IPS) and related documentation to ensure compliance and accuracy. Client & Employee Support • Respond promptly to inquiries from clients and IARs, delivering accurate information and professional support., • Facilitate and coordinate meetings between clients and portfolio managers to discuss investment strategies and options., • Manage hotline communications, ensuring efficient handling of calls and resolution of client concerns., • Maintain daily communication with clients and staff regarding account openings, transfers, commissions, and rate inquiries., • Resolve complex compliance and operational issues, escalating matters beyond assistant scope and ensuring timely resolution., • Train and onboard new employees in compliance protocols and operational procedures, fostering consistency and regulatory adherence. Monitoring & Vendor Management • Perform comprehensive due diligence on third-party vendors, including investment products, compliance partners, and operations software providers, to ensure reliability and regulatory alignment., • Oversee and monitor daily communications within the operations team to remain informed of activities, identify issues proactively, and maintain workflow transparency. BASIC QUALIFICATIONS • Bachelor's degree in Finance, Business Administration, or related field., • 3+ years of experience in compliance, operations, or financial services., • Excellent organizational, communication, and problem-solving skills., • Proven ability to manage multiple priorities and meet critical deadlines in a fast-paced environment., • Strong knowledge of SEC, FINRA, and state regulatory requirements., • Preferred to have one of the following – SIE, Series 6, Series 7, or Series 65. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • H-1B sponsorship available., • Pay starts at $70K - $100K/year based on experience.

Job Description About Million Dollar Baby Co. Million Dollar Baby Co. started in 1990 and is proudly family-owned and operated in Los Angeles. Since then, MDB has grown to 7 distinct brands of children's furnishings ranging in style, aesthetic, and price, while carrying some of the industry's most eco-conscious and award-winning designs. We can be found in retailers like Target and Amazon, and specialty retailers like Pottery Barn Kids and Crate & Barrel. Under the Million Dollar Baby Co. parent company are our family of brands: Babyletto, daVinci, Nursery Works, and Namesake. We're proud to offer the most Greenguard Gold–certified cribs on the market and to use FSC-certified sustainable wood across our brands whenever possible. We've also pioneered Styrofoam-free packaging for several of our best-selling collections — an innovation that reduces waste while protecting our products during shipment. At Million Dollar Baby Co., our team members are our #1 priority, and we partner with exceptional partners and retailers around the world who share our core values: • Treat Your Team Like Family — lead with respect, gratitude, empathy, and kindness., • Make an Impact, Drive Results — focus on meaningful work that moves families forward., • Deliver a "Wow" Customer Experience Every Time — every detail matters., • Strive for Continuous Improvement & Learning — keep growing, keep getting better., • Cultivate Quality Conversations — communicate honestly and thoughtfully to build trust. Over the years, our commitment to people, innovation, and a positive workplace culture has earned us five consecutive "Best Place to Work" awards, one of the best workplaces by "Built in LA", a 4.6 rating on Glassdoor, and 13 years on the Inc. 5000 Fastest Growing Companies list — recognitions that reflect the heart of who we are and the community we're proud to build. We'd love to talk to you! About the Family Office We are a privately held, Los Angeles–based family office overseeing a growing portfolio of commercial real estate assets and related operating entities. Our work is hands-on, detail-driven, and long-term focused. We value trust, follow-through, and strong relationships with partners, tenants, and advisors. This is a small, high-trust environment where discretion matters, ownership is expected, and doing things the right way matters more than doing them fast. We're looking for an Operations Coordinator to help keep the day-to-day running smoothly across properties, advisors, documentation, and reporting. This role sits at the center of everything and is critical to keeping operations organized, compliant, and moving forward. The Role This is not a traditional executive assistant role and not an investment analyst position. It's an operations-focused role for someone who likes structure, follow-through, and being the person who makes sure things actually get done. You'll work closely with principals, external advisors, property managers, and vendors to ensure nothing slips through the cracks. What You'll Be Doing Family Office Operations & Administration • Manage calendars and coordinate meetings for principals and key stakeholders, • Prepare agendas, take detailed notes, and track follow-ups from quarterly and ongoing meetings, • Maintain organized records across entities, advisors, compliance items, and documentation, • Build and maintain a clear advisor and vendor contact map, • Support compliance documentation for city, state, and banking requirements, • Track permits, inspections, regulatory filings, and critical deadlines, • Maintain lease abstracts, property records, and renewal timelines, • Serve as a professional point of contact for tenant questions or issues, • Track issues through resolution and coordinate next steps with the appropriate parties, • Assist with financial summaries, cash flow tracking, and property reporting, • Support basic performance analysis and reporting for management review, • Help track accounts payable and receivable as needed, • Use Excel for tracking, summaries, and reporting, • Use Word and Outlook for documentation and communication, • Experience with property management tools like Yardi or MRI is a plus What You Bring to the Table • 2+ years of experience in operations, executive support, office administration, or property management, • Strong organizational skills and attention to detail, • Clear and professional communication style, • Comfort handling confidential information with discretion, • Ability to manage multiple priorities without needing constant direction, • A proactive mindset and strong follow-through California pay range$70,000—$85,000 USD Our Benefits: • 100% of your health, dental and vision insurance monthly premiums paid by us!, • Flexible PTO because we respect the need for work/life harmony, • Company matching 401(k), • Vacation reimbursement and health & wellness subsidy programs, • Tuition reimbursement, • Matching charitable donations to the nonprofit organization of your choice, • Company-wide monthly celebrations - lunch is on us!, • Dog-friendly workplace, yes! You can bring your best friend to work Million Dollar Baby Company is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and/or recruitment process.

Job Description f you are energetic, love to work with members/customers, and thrive in a service-based atmosphere, then you will find a tremendous opportunity with First Financial. When you join First Financial Credit Union as a Full Time Member Service Representative in our Pasadena branch, you are joining a team of dedicated, self-motivated individuals who enjoy helping others and working in a collaborative and progressive environment. We don't shy away from our success and work hard each day to make great things happen for our members/customers, our teams, and ourselves. As a Member Service Representative, you will be able to use your prior success in new accounts and loan products to help members of the educational community meet their financial goals. This is a great opportunity for experienced Personal Bankers, Financial Service Representatives and Banking Specialists. You will provide information to members and prospective members on all credit union accounts, services, and products. Learn and grow your experience with new accounts and loan products such as consumer, auto and real estate products. Consult with clients on the telephone to resolve challenges and promote services and products. Support branch operations through back-up teller (cash-handling) activities. Job Responsibilities • Provides information to members and prospective members on all Credit Union accounts, services and products; promotes and cross-sells products and services as able, meeting any applicable sales targets or goals., • Interviews Credit Union members to obtain accurate, complete documentation for loans and other Credit Union services; assigns account numbers, completes forms to open new accounts of various types., • Processes loan disbursements; prepares and assembles loan (consumer, auto, real estate, etc.) documents; forwards completed, funded loan package to Loan department in a timely manner., • Prepares audits, as needed, on member's accounts including necessary correcting journal entries., • Meets with members to resolve problems; researches accounts and ensures quick resolution., • Prepares and assembles DMV paperwork; forwards completed package to DMV department in a timely manner., • Performs various clerical duties including answering telephone, receiving visitors, copying and collating documents, faxing, preparing routine correspondence, and ordering office supplies., • Operates computer terminal to open/close accounts, verifies balances, and resolves related member issues., • Develops and maintains sales, member service and product skills through active participation in, and successful completion of, on-line training programs, with goal of completing all modules as scheduled, • Meets or exceeds goals as detailed in the Member Services' Sales and Service Report., • Consults with members on the telephone by conducting outbound Teleconsulting calls, resolving problems and promoting the Credit Union's services and products., • Profiles members to determine their current and future financial product and service needs., • Performs all duties in compliance with laws, regulations, Credit Union policies and procedures, • Must comply with all BSA and OFAC regulations, • Performs all other duties as assigned Qualifications, capabilities and skills • High School graduate or equivalent. College degree preferred., • The position requires at least two years of prior banking experience or minimum of six months in New Accounts and Consumer Loan experience within or in the banking industry. Real Estate experience preferred, but not required., • Minimum six months of customer service and cash handling experience, • Ability to work a schedule that may include weekends, • Effective verbal and written communication skills, • Ability to work independently and in a team environment, • Ability to exercise good judgment to make sound decisions and take initiative, • Ability to navigate multiple screens, PC applications, and adaptable to new technology, • Ability to multitask and strong organizational skills, • Basic knowledge of Microsoft Office: Word, Excel, and Outlook calendar/email We offer the following exceptional benefits • Medical, Dental, Vision, Flexible Spending Accounts and Employee Assistance Program, • Company-sponsored Life insurance, Short and Long term disability, • Voluntary Benefits with Colonial Life and Guardian, • Vacation time for Union employees, • Additional Vacation Service award for every 5 years of service, • 401(k) with 3% Safe Harbor Employer Contributions, • Incentives and Recognition based on performance, • Special Product Pricing (discounted loan rates and interest on accounts with no minimum balance), • Employee appreciation and recognition events, • Opportunity to win trips, • Opportunities for gain sharing Our Culture At the very heart of who we are is doing what is in the best interest of our members, employees, and the California educational community. By listening to, and knowing the needs of our membership, we have become their trusted advisor. We focus on our members' end-to-end experience (journey) and employees are empowered to help members make their financial dreams a reality. To that end, we focus on hiring for talent and the right fit for our culture. We are in business to serve the educational community, and our internal members our talented staff with the same respect and extraordinary service expectations. At the credit union, we believe that talent and attitude count as much as skill and experience. As a result, we are looking for talented people who share our vision, our passion for the educational community, and for delivering exceptional service with the right attitude. We believe in a good work/life balance and retaining our employees. We hire motivated people who we train to expertly perform and excel in their position--all in an environment where you can flourish and advance. Employer of Choice Our dedication to the educational community sets us apart from other financial institutions. Our dedication to employees sets us apart from other employers. First Financial is an organization where your voice matters and your contributions are rewarded. The most important asset at First Financial is our people. That's why we offer an exception benefits program-from a competitive salary and 401(k) plan to comprehensive medical benefits. Community Minded, Like You Involvement/volunteerism with our local schools, educational community and more! Supporting local schools, teachers and students is at the core of our mission. History Over 90 years ago, First Financial was founded by educators for educators. Since that time, we have proudly championed the California educational community. It's a role we take seriously and a mission to which we are just as committed to today as were in 1933! Job Posted by ApplicantPro

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Client Services Representative to join our team in Pasadena, CA! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager. Primary Responsibilities: • Handling customer relation issues to assist in both the retention and acquisition of assets under management., • Prioritizing client/prospect contacts to maximize sales efforts., • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors., • Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services., • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards., • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc. Basic Qualifications: • Education: High school diploma or GED., • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP., • Previous administrative assistance preferably within the financial services industry. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

Job Description W2 Employment • Comprehensive Corporate Benefits • Industry-Leading Training • Unlimited Growth Potential Are you driven by the opportunity to make a meaningful impact in people’s lives while building a long-term, rewarding career? New York Life—one of the most respected and enduring companies in the financial services industry—is seeking motivated individuals to join our team as Financial Advisors / Financial Professionals. About the Role As a New York Life Financial Advisor, you will help individuals, families, and businesses create financial strategies that protect what matters most and build a more secure future. You’ll receive exceptional training, professional development, and ongoing support designed to help you succeed at every stage of your career. What Sets This Opportunity Apart ✔ W2 Employment with Full Corporate Benefits Enjoy the stability of being a corporate employee—not a contractor. New York Life offers: • Health, dental, and vision insurance, • 401(k) with company match, • Pension eligibility, • Paid training and development, • Group life and disability coverage New York Life is widely recognized for providing some of the best training in the financial services industry. From day one, you’ll receive: • Comprehensive onboarding & licensing support, • Ongoing coaching and mentorship, • Advanced planning and product training Whether your goal is to become a top-producing advisor, specialize in advanced planning, or move into leadership, New York Life provides clear pathways and the support to help you achieve it. Growth opportunities include: • Management & leadership tracks, • Agency development programs, • Professional designations and continuing education, • Build and maintain strong client relationships, • Provide personalized financial guidance and strategies, • Help clients with life insurance, retirement planning, business planning, asset accumulation, and more, • Continuously develop your professional knowledge, • Collaborate with a team of experienced professionals Ideal candidates are: • Motivated and goal-oriented, • Strong communicators, • Entrepreneurial in mindset but eager for the support of a leading company, • Passionate about helping others, • Open to continuous learning and development For nearly 180 years, New York Life has built a reputation of trust, financial strength, and commitment to service. When you join our team, you become part of a company that invests in your success and empowers you to build a meaningful and lasting career. Company DescriptionAbout New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 long-term success for our clients. Awards & Accolades... We’re proud of our financial strength.4 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Training Magazine 2021: Top Companies for Learning and Development, • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized, • LATINA Style 2019: Company of the Year, • Forbes 2019: America’s Best Employers for Diversity, • 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies), • $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products), • Over 29,000 professionals hired (includes company employees along with contracted financial professionals) New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender IdentityAbout New York Life...\r\nNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping\r\ngenerations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only\r\nto our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.\r\nAwards & Accolades...\r\nWe’re proud of our financial strength.4\r\n• A++ Superior (A.M. Best)\r\n• AAA Exceptionally Strong (Fitch)\r\n• Aaa Exceptional (Moody’s)\r\n• AA+ Very Strong (Standard & Poor’s)\r\nWe’re proud of our position in the industry.5\r\n• Training Magazine 2021: Top Companies for Learning and Development\r\n• Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for\r\nInsurance: Life and Health.6\r\n• JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings\r\nWe’re proud to be recognized by organizations that also value diversity.\r\n• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized\r\n• LATINA Style 2019: Company of the Year\r\n• Forbes 2019: America’s Best Employers for Diversity\r\n• Diversity Inc 2018: Top 50 Companies for Diversity\r\nWe’re proud of the help we’ve provided and continue to provide our clients.7\r\n• 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies)\r\n• $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying\r\npolicy dividends paid)\r\n• $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products)\r\n• Over 29,000 professionals hired (includes company employees along with contracted financial professionals)\r\n\r\nNew York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description THE ORGANIZATION The Fuller Foundation is a Christian philanthropic services organization that supports Fuller Seminary through charitable giving and investment management. We offer donor-advised funds, charitable trusts, estate planning, and investment services to individuals and families who seek to align their financial lives with their faith and values. POSITION SUMMARY We are seeking a mission-aligned, entrepreneurial Associate Investment Advisor to join our growing team. This role is ideal for a Certified Financial Planner (CFP) candidate with experience in investment management or financial advisory services who is passionate about values-based investing and charitable giving. The Associate Investment Advisor will play a key role in client development, relationship management, and the delivery of holistic, faith-aligned financial solutions. KEY RESPONSIBILITIES • Proactively generate new client leads through referrals, networking, outreach, and targeted prospecting, • Drive new business and achieve annual AUM growth targets, • Serve as a relationship manager for assigned clients, ensuring an excellent experience and building lasting trust, • Educate clients and prospects on charitable giving vehicles (DAFs, CRTs, CGAs, etc.) and values-based investing, • Present and close investment management solutions for individuals, families, churches, and nonprofits, • Bachelors degree, • Licensed/registered Series 65, CAP, or willingness to obtain within 12 months preferred., • Certified Financial Planner (CFP) candidate; CFP course completion preferred 2+ years of experience in investment management and/or financial advisory services, preferably with a registered investment adviser, • Familiarity with charitable giving vehicles and estate planning., • Interest in working successfully in an entrepreneurial, small-company environment, • Ability to work both independently and collaboratively as part of a team, • Strong organizational skills and ability to manage multiple competing priorities with accuracy and timeliness, • Proficiency in Microsoft Office; experience with financial planning, CRM, portfolio management, and document management software, • Excellent interpersonal and communication skills, • Candidates must be eligible to work in the United States without sponsorship or restrictions, • This is a full-time, hybrid position; weekly to bi-weekly meetings in the office., • Background check required., • Anti-harassment training for employees and supervisors is mandatory upon hire., • Number of new client relationships initiated and converted., • Contribution to the organizational AUM goal and charitable commitments secured., • Share a commitment to our mission and purpose., • Make quality service a top priority., • Must contribute to an organizational culture based on collaboration, commitment to excellence, and curiosity., • Be a team-player who also works independently.

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Meet Strategic Fortune Wealth Management Strategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team. Responsibilities • Develop your client base by building lasting, meaningful relationships., • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals., • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives., • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives., • Master the fundamentals of financial planning, risk management, and investment management services., • Utilize your firm’s team of specialists to successfully run your practice. Desired Characteristics, Skills, & Experience · Bachelor’s degree · Licensure & Registrations (Life, Accident & Health, Series 7 & 66) · Leadership and demonstrated track record of success · Great communication skills (verbal, written, body language/empathy) · Team player (inter-dependent) · Strong market/well connected · Very high ego drive and confidence · Service orientation and strong code of personal ethics · Committed to and appreciation for improving technical skills · Stable financial background

Job Description Location(s): Oakland Practice/Department: CEQA/NEPA Internal Title: CEQA/NEPA Project Manager II Work Environment: Hybrid Compensation: $130,000-$180,000 annually* Dudek’s journey began in 1980 with a vision to serve Southern California’s water and wastewater agencies. Today, we are a 100% employee-owned firm supporting clients nationwide and delivering projects that improve and protect the built and natural environments of communities throughout the United States. Our work has been recognized by leading industry organizations, and we’ve been honored with multiple national Top Workplace Awards. Our employee-owners are unified by a singular commitment to supporting projects that address key societal issues, such as the transition to renewable energy, infrastructure hardening and repair, environmental protection, and community resilience. Learn more about our award-winning culture, the benefits and perks of being a Dudekian, and the projects you will have the opportunity to shape.Who You AreAs an employee-owner, you embrace accountability, working safely, and collaboration while thinking resourcefully and independently. Like all Dudekians, you are curious and solution-oriented, with the ability to adapt quickly to changes and approach challenges with a spirit of innovation.How You’ll Make an ImpactWe are seeking a highly experienced, strategic, and results-driven senior environmental planning leader to join Dudek’s CEQA/NEPA Team. This role is intended for an advanced professional who operates independently on large, complex, multidisciplinary projects and plays a key role in client relationships, financial performance, and business development. The individual selected will work collaboratively with Dudek’s environmental team across northern, central, and/or southern California to manage and prepare CEQA/NEPA documents for programmatic planning documents (public and private sector), infrastructure, energy, educational, residential, commercial and industrial development. This position may be based out of various office location, including but not limited to Oakland, Bakersfield, Santa Barbara, or Pasadena.Duties and Responsibilities Project Management and Technical Leadership • Independently serve as Project Manager for CEQA/NEPA document preparation on large-scale and complex projects, overseeing the environmental component of projects program-wide., • Provide strategic guidance, recommendations, document review, contract management, and schedule oversight for all environmental clearance documents and processes., • Oversee and manage project scope, schedule, and budget, ensuring deliverables meet client standards, regulatory requirements, and Dudek quality expectations., • Apply advanced professional judgment to resolve complex technical, regulatory, and project delivery challenges.Client Relationships and Satisfaction, • Strengthen and maintain relationships with senior-level public agency and private-sector client representatives., • Serve as a trusted advisor to our clients and maintain our reputation and professional standards on all deliverables and interactions ., • Represent Dudek at stakeholder working groups, public hearings, and outreach activities as a senior project and client representative.Leadership and Mentorship, • Supervise, train, and mentor staff in project management fundamentals, technical skill development, budgeting, financial awareness, and work product review., • Promote a culture of teamwork, engagement, quality service, and accountability across project teams.Financial Performance, • Drive strong financial performance across an expanding portfolio of projects, clients, and on-call contracts., • Track and manage key project-related financial metrics, including utilization, revenue generation, and project profitability.Business Development, • Consistently serve as a proposal champion and play a lead role in winning new work., • Lead complex, multidisciplinary proposals and interview teams., • Identify and pursue new client services, project opportunities, and market sector growth aligned with Dudek’s strategic goals., • Enhance Dudek’s professional reputation through creative, innovative, and professional representation of the firm.Safety, • Execute and ensure compliance with Dudek’s EHS policies and procedures., • Implement required safety protocols and ensure safety standards are followed across all projects and contracts.Minimum Qualifications, • Bachelor’s degree in environmental planning, environmental sciences, urban and regional planning, geography, or a closely related field., • 15 or more years of professional experience in environmental impact assessment, including demonstrated success in CEQA and/or NEPA document preparation., • Extensive project management experience overseeing complex contracts, budgets, schedules, multidisciplinary teams, and subconsultants., • Strong leadership, communication, organization, writing, and presentation skills., • Proficiency in Microsoft PowerPoint, Word, and Excel., • Ability to travel regionally for business as needed., • Must possess a valid driver’s license and have active personal automobile liability insurance by the first day of employment.Preferred Qualifications, • Master’s degree in environmental planning, environmental sciences, urban and regional planning, geography, or a closely related field., • Deep understanding of financial management, revenue forecasting, and profitability in a consulting environment., • Advanced experience leading competitive proposals and client interviews with a strong win rate., • Established relationships with key public agencies or private-sector clients in California., • Demonstrated success expanding client portfolios, on-call contracts, or market sector presence., • Experience mentoring senior-level staff and developing future project managers and leaders.Compensation: $130,000-$180,000 annually*, • This job operates in a remote or office-based environment and this role routinely uses standard office equipment such as computers, phones, printers, etc., • This job requires occasional project site visits, based outdoors which can include excessive noise, uneven walking surfaces, extreme weather, and moving vehicles and equipment.Physical RequirementsThe physical demands described here are representative of those that must be met to successfully perform the essential functions of the job. This job requires the following:, • Working on a computer, sitting, or standing for long periods of time in an office or remote office setting., • Attending meetings, both in person and virtually, and speaking on the phone with peers, clients, etc. Powered by JazzHR ZXwcO2NlZd

Job Description Executive Assistant Frederich Family Wealth A Private Wealth Advisory Practice of Ameriprise Financial Pasadena, CA | Full-Time Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness. This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support. Position Overview The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality. This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor’s time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued. Key Responsibilities Executive & Administrative Support • Manage inbound email and communications, prioritizing and escalating as appropriate, • Manage the Advisor’s calendar, including client meetings, internal meetings, and travel coordination, • Proactively anticipate needs and independently manage administrative workflows, • Maintain documentation, CRM data entry, and task tracking, • Oversee operational workflows, including task prioritization, project support, and client-service coordination, • Support phone coverage by answering and routing calls/messages, • Assist with client communications and administrative follow-up, • 5–7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services, • Previous experience with Ameriprise Financial is highly preferred, • Bachelor’s degree preferred but not required, • Exceptional organizational skills and strong attention to detail, • High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred, • Strong analytical, problem-solving, and independent judgment skills, • Excellent written and verbal communication, • Pleasant, professional, and personable demeanor; team player, • Highest levels of discretion, integrity, and confidentiality, • Comfortable supporting both business and limited personal administrative tasks, • Salary: $85,000–$100,000 annually, depending on experience (Exempt), • Comprehensive benefits package, including:, • Paid Time Off (PTO), • 10 Paid Holidays, • 401(k) with employer match (4% employer match when employee contributes 5%), • Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact. Our Mission At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received. How to Apply Please submit the following for consideration: • Resume Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.

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