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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

If you are interested, please apply online and send resume to . POSITION SUMMARY The purpose of the Case Manager position supports the physician and interdisciplinary team in facilitating patient care, with the underlying objective of enhancing the quality of clinical outcomes and patient satisfaction while managing the cost of care and providing timely and accurate information to payors. The role integrates and coordinates the functions of utilization management, care progression and care transition. The Case Manager is accountable for a designated patient caseload and plans effectively to meet patient needs, manage the length of stay, and promote efficient utilization of resources. Specific functions within this role include: • Facilitation of precertification and payor authorization processes, • Facilitation of the collaborative management of patient care across the continuum, intervening as necessary to remove barriers to timely and efficient care delivery and reimbursement, • Application of process improvement methodologies in evaluating outcomes of care ESSENTIAL DUTIES AND RESPONSIBILITIES Assessment: • Completes a comprehensive assessment to identify opportunities for intervention that are appropriate and realistic for the patient/family's psycho-social, cultural, spiritual, and physical plan of care., • Assess the patient's healthcare needs and goals; specifically targeting the physical, functional, psychosocial, environmental and financial status., • Completes and documents timely clinical reviews based on assessment of medical necessity and documented clinical findings in accordance with Hospital policy and payer requirements., • Communicates with attending physician regarding appropriateness of patient admissions, resource utilization, and when documentation does not support continued stay., • Demonstrates an understanding of medical necessity and intensity of service, and incorporates payer requirements into the development of a safe, effective, and timely discharge plan., • Demonstrates an understanding of the patient's clinical condition, social, and financial resources to determine the most appropriate care setting, practice standards for evaluation, treatment delivery options (Home, SAR, SNF,, • LTACH, Acute Rehabilitation, Assisted Living, Board/Care, Recuperative Care, Shelter), and resources required to support safe transition of care., • Incorporates risk of readmission and socio-economic factors in the creation of a safe and individualized transition plan., • Engages the patient and family/support network in developing the transition plan., • Collaborates actively with the interdisciplinary team throughout the patient's stay to re-assess and adjust the plan for care progression and transition according to the patient's clinical condition., • Coordinates the progression of care to ensure that the ongoing needs of the patient and family are adequately addressed., • a.Identifies psychosocial and financial barriers, (e.g. substance abuse, homelessness, unsafe or abusive living arrangement) and collaborates with or delegates to Clinical Social Work colleagues., • b.Identifies discharge planning needs and facilitates transfers to acute and post-acute venues., • c.Demonstrates working knowledge of the clinical requirements, individual payer networks and coverage, and impact of patient's living environment and support network in creating a transition plan., • d.Identifies and facilitates home care and durable medical equipment needs at the time of discharge., • e. Facilitates palliative or hospice care when needed, • Works collaboratively and maintains active communication with physicians, nursing and other members of the interdisciplinary care team to ensure timely and effective care progression and achievement of desired outcomes., • Oversees discharge planning and facilitates safe transitions to community settings., • Addresses/resolves system problems impeding diagnostic or treatment progress. Proactively identifies and resolves delays and obstacles to discharge., • Seeks consultation from appropriate disciplines/departments as required to expedite care and facilitate discharge., • Develops and evaluates case management plans and protocols in collaboration with the interdisciplinary team., • Evaluates actions taken to assure cost-effective care including physician length of stay, diagnostic related groups cost reporting, morbidity and mortality reports and monitoring of readmissions., • Serves as a liaison between members of the interdisciplinary care team, community providers, payers, and patient/family to ensure safe and effective plans and smooth transitions between internal and external levels of care., • Ensures consistent and timely communication with Patient Financial Services and HIM as needed to confirm patient status and/or authorization to support the billing process., • Collaborates with medical staff, nursing staff, and ancillary staff to eliminate barriers to efficient delivery of care., • Collaborates with attending physicians and consultants to review and discuss patient care, progress and identified outcomes. Defines and manages deviations from the plan of care., • Participates in and or facilitates patient care conferences and family meetings., • Provides support and clinical expertise for nursing/ancillary personnel related to patient care issues., • Maintains communication with Nurse Managers and other Case Managers relative to individual patient care and/or system problems., • Assures prompt reporting of medical/legal issues to Risk Management and appropriate Administrative parties., • Facilitates peer to peer discussions between attending physicians, Case Management Consultants, and Physician Advisor in cases requiring evaluation and justification of medical necessity for admission by the payer., • Within the nursing scope of practice, the care manager continuously assesses self-knowledge and competencies to assure job performance., • Actively participates in departmental meetings and shares knowledge related to the practice of case management, • Demonstrates understanding of Medicare Conditions of Participation as related to discharge planning, patient/family engagement, and communication of financial responsibility., • Maintains respect for the dignity of every person by addressing issues and concerns with workers directly, with a positive problem-solving approach, and the observance of the right to patient privacy and confidentiality., • Demonstrates concern, respect, and caring for all customers, both internal and external, regardless of their diagnosis or socioeconomic status., • Maintains positive interpersonal relations., • Performs other related job duties as assigned. POSITION REQUIREMENTS A. Education • Minimum of one (1) to three (3) years of hospital or related experience required. Internals with at least 18 months acute care case management/coordination experience will be considered in lieu of nursing clinical experience., • Bilingual language skills preferred (Spanish) Basic computer skills, • Current California Nursing license, • Current Basic Life Support (BLS), • Certification in Case Management preferred., • ED Care Managers: Must complete annual Workplace Violence Prevention Program/Certificate, per hospital policy, during initial training/orientation but not to exceed 90 days from hire/transfer. #LI-YD1

Be part of an amazing story \n Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. \n Job Overview \n As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. \n You’ll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You’ll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. \n By combining genuine hospitality, strong product knowledge, and a passion for beauty, you’ll help every customer leave feeling confident, cared for, and excited to return. \n How our Beauty Colleagues spend their day… \n\n • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they’re fully informed and ready to engage, educate, and sell with confidence.\n, • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back.\n, • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer’s name. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products.\n, • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.

Be part of an amazing story \n Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. \n Job Overview \n As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. \n You’ll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You’ll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. \n By combining genuine hospitality, strong product knowledge, and a passion for beauty, you’ll help every customer leave feeling confident, cared for, and excited to return. \n How our Beauty Colleagues spend their day… \n\n • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they’re fully informed and ready to engage, educate, and sell with confidence.\n, • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back.\n, • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer’s name. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products.\n, • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.

Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Why are you a financial advisor? Is it a passion or a need to have this type of position. Financial Advisor- Bilingual English/Mandarin. Provides retirement strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement n

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide

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

The Financial Aid Leader creates and implements a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to joi

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Your expertise will support a wide range of clien

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

The Senior Relationship Manager is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is accountable for prospecting ne

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. The expected pay range

The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policie

The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policie

The Financial Aid Advisor administers financial aid programs to prospective and active students. The Financial Aid Advisor reports to the Campus Director and has accountability to the Corporate Director Of Financial Aid. Explain Financial Aid plans to students and parents; review their rights and re

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 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 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 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 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 * Access to top-tier technology and resources ✔ Industry-Leading Training & Development 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 * Leadership development programs ✔ Unlimited Career Growth 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 * Increased compensation potential as you build your practice What You’ll Do * 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 * Positively impact your community through education and service Who We’re Looking For 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 * Licensed or willing to pursue required licensing (we provide support) Why New York Life? 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 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 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.

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Gra

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Gr

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

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Gr