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If you are interested, please apply online and send resume to yadeleon@mlkch.org. 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, • Coordinating communication with physicians. The role reflects appropriate knowledge of RN scope of practice, current state requirements, CMS Conditions of Participation, EMTALA, The Patient Bill of Rights, AB1203 and other Federal or State regulatory agency requirements specific to Utilization Review and Discharge Planning. The Care Manager partners with the medical staff, utilizes scientific evidence for best practices, and relevant data to manage the care of the patient over the continuum of their hospitalization. These activities include admission, continued, extended and discharge reviews in all reimbursement categories to determine medical necessity, assure high quality of care and efficient utilization of available healthcare resources, facilities and services. This position requires the full understanding and active participation in fulfilling the Mission of Martin Luther King, Jr. Community Hospital. It is expected that the employee will demonstrate behavior consistent with the Core Values. The employee shall support Martin Luther King, Jr. Community Hospital's strategic plan and the goals and direction of the quality and performance improvement process activities. 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., • Assesses readmission risk based on established Hospital criteria. Planning: • 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., • Advocates for the patient with the payer and/or IPA to ensure the most effective care progression and transition plan for the patient. Implementation: • 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., • Coordinates and monitors scheduling of tests/procedures of patients and reports results to other healthcare members when appropriate. Identifies recurrent problems and recommends strategies for resolution. Evaluation • 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., • Utilizes avoidable day reporting tool to identify sources of barriers to patients' progression of care. Communication/Collaboration: • 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., • Utilizes advanced conflict resolution skills as necessary to ensure timely resolution of issues. Professionalism: • 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 • Bachelor of Science degree in nursing preferred B. Qualifications/Experience • 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., • Able to navigate and connect successfully with outside provider networks (Health Plans, IPA's, and FQHC's). C. Special Skills/Knowledge • 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

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types Full-time Schedule Monday to Friday Work Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Financial Advisor (CFA or CFP).

Personal Financial Advisor (Private Wealth). Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs. Certified Financial Advisor (CFA).

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., • Prepare and deliver compelling presentations, proposals, and reports to prospective clients and stakeholders. Qualifications: • 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., • Proficiency in Microsoft Office suite and CRM software. Compensation: • 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., • Supportive team environment with opportunities for career advancement. Join our team and help us empower seniors to live with dignity and independence in their own homes! Training on industry-specific knowledge will be provided for you to ensure great success. 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: https://www.seniorhelpers.com/ca/monterey-park/

Job Description The Mission At Zak Dental, we are redefining healthcare through our Wellness32 model. We believe that by taking care of our patients’ oral health, we enhance their overall wellness. By centralizing our complex technical diagnostics and billing at our headquarters, we empower our local General Managers to focus on what matters most: Leading people, growing the business, and delivering a world-class patient experience. The Role We are seeking a high-energy leader to run one of our premier multispecialty locations. You do not need prior dental experience. We have a centralized team of experts to handle clinical technicalities, allowing you to focus on the "human" side of the business. We need a leader who can manage a small team, optimize a busy schedule, and help patients navigate their treatment and financial options. What You’ll Do • Team Leadership: Mentor and hold a team of 5+ clinical and administrative staff members accountable to high service standards and our core values., • Patient Consulting: Act as the primary advisor for patients, explaining treatment plans provided by our doctors and coordinating financial solutions to ensure patients get the care they need., • Operational Growth: Analyze office performance data to maximize productivity, minimize wait times, and manage labor costs., • Patient Advocacy: Resolve patient issues with benevolence and ensure every patient leaves as an advocate for the Zak Dental brand. Why You’ll Love It • Professional Transition: We provide a 90-day "Executive Residency" to teach you the dental industry from the ground up., • Centralized Support: You aren't alone. You have a virtual diagnostic team and a corporate billing hub supporting your office daily., • Quality of Life: Enjoy a stable, professional Monday–Friday schedule with competitive salary and performance-based bonuses. Qualifications • 2+ years of experience as a Store Manager, Hotel Manager, General Manager, or similar leadership role., • Direct experience managing a team of 5 or more people., • Proven track record in a high-volume, "customer-centric" sales or service environment., • Strong communication skills and the ability to solve problems "on the fly.", • A passion for mentorship and driving personal and professional growth.

Job Description Are you ready to take your career to the next level? As a Controller with expertise in just-in-time manufacturing and governmental accounting, you have the chance to make a lasting impact within a company that values both financial integrity and regulatory compliance. If you’re looking for a role that challenges you and allows you to showcase your skills in a fast-paced, high-impact environment, this is the opportunity you’ve been waiting for. Why This Role is Perfect for You: • Shape the Future: Lead financial operations in a growing, high-quality manufacturing company, where your expertise will directly influence business performance and regulatory success., • Make a Real Impact: Play a pivotal role in ensuring compliance with complex governmental regulations and milestone payments, positioning yourself as a trusted advisor within the company., • Career Growth: Expand your career in an environment that offers ongoing professional development, mentorship, and the opportunity to elevate your leadership abilities., • Work with Industry Leaders: Collaborate with senior leadership, operations, and project teams to ensure financial strategies align with the company’s growth and vision. Key Responsibilities: • Lead Financial Strategy: Oversee financial accounting and reporting, ensuring timely, accurate statements and compliance with GAAP, governmental regulations, and industry standards., • Expertise in Governmental Accounting: Manage complex governmental accounting processes, including milestone payments and FAR compliance, ensuring smooth interactions with federal, state, and local agencies., • Drive Compliance & Mitigate Risk: Navigate complex compliance issues, including audits and government regulations, ensuring contracts and financial processes are compliant and efficient., • Financial Planning & Forecasting: Lead budgeting and forecasting efforts to guide strategic business decisions, using your insights to influence the company’s financial trajectory., • Optimize Operational Profitability: Direct cost accounting initiatives, analyze cost structures, and provide recommendations to improve profitability and operational efficiency., • Audit Liaison: Coordinate with external auditors and government agencies to ensure timely audits and continued regulatory compliance., • Cross-Functional Collaboration: Partner with senior management and project teams to align financial processes with business objectives and project goals. What You Bring: • Experience: 8-10 years of experience as a Controller, with 5+ years specifically in manufacturing and managing governmental accounting and compliance., • Expertise: In-depth knowledge of financial management in manufacturing, with a strong foundation in governmental accounting practices, including milestone payments and FAR compliance., • Leadership: Proven ability to lead and mentor teams, driving high performance and fostering a collaborative, results-driven environment., • Analytical Prowess: Strong ability to interpret complex financial data and provide actionable insights that support strategic decisions., • Attention to Detail: Exceptional organizational and problem-solving skills with a keen eye for accuracy and compliance., • Technical Proficiency: Experience with ERP systems (SAP, Oracle), financial reporting software, and advanced skills in Microsoft Excel. Why Join Us? • Impactful Work: Your contributions will be integral to the company’s financial success and regulatory adherence. You'll have the opportunity to shape key financial strategies., • Career Growth: We invest in your professional development, offering training and leadership opportunities that allow you to advance your career., • Collaborative Culture: Join a supportive team where your expertise is valued, and your ideas are heard. Innovation and continuous improvement are at the heart of our work., • Competitive Compensation: We offer a competitive salary and benefits package, ensuring you’re well-compensated for your hard work and dedication. Ready to Make a Difference? If you’re an experienced Controller looking for a challenging, rewarding role in a company committed to excellence and reside local to the area, apply now. Take the next step in your career and join a team where your expertise will make a lasting impact! Company DescriptionSuper, Team oriented environment with a customer-centric focus and a great reputation.Super, Team oriented environment with a customer-centric focus and a great reputation.

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 • Global Growth Project Initiatives: a) Serve as a strategic advisor and support team members to the COO on global expansion, including, but not limited to, entity formations, entity registrations, and related treasury relationship establishments. 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. 1. 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. 1. 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 www.agsecorp.com. 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 DescriptionDescription: JOB SUMMARY AGSE is seeking a results-driven Vice President of Accounting to lead the financial team across our global organization. The VP Finance 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. Work Location & Travel Requirements This is a fully onsite position based at the company’s facility. Regular in-person collaboration is required to support daily activities, and manufacturing operations. Relocation assistance or sponsorship is not available for this position. Candidates must be able to reliably commute to the worksite. JOB DUTIES AND RESPONSIBILITIES Strategic Financial Leadership • Exemplify, retain, and communicate “up to date” ASC, GAAP, IFRS, and related accounting pronouncements in accurate financial reporting for domestic and international business units and affiliated entities., • Develop and execute financial strategies aligned with the company's goals and objectives., • Serve as a strategic advisor to the COO on financial planning and business operations., • Participate in key decisions as a member of the executive leadership team. Accounting, Reporting, and Risk Management • Ensure accurate and timely financial statements in accordance with ASC, GAAP, and IFRS pronouncements to ensure meeting regulatory reporting standards., • Oversee statutory audit requirements with international operations., • Oversee cost accounting and related functions., • Maintain a strong internal control environment., • Identify and mitigate financial and operational risks., • Oversee tax compliance and reporting requirements. Tax and Compliance. • Have a knowledge and understanding of tax compliance and reporting requirements for an international company. 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, include due diligence and analysis. 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., • Lead commercial insurance and risk management. Understanding of insurance requirements for a multi-entity international 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 • You MUST have a bachelor’s degree in accounting., • You MUST have significant up-to-date knowledge in ASC, GAAP,, • You MUST have significant knowledge of cost accounting in a manufacturing setting., • Must be comfortable working ONSITE only., • 8 to 10 years of progressive financial leadership experience., • Minimum 4 years of experience in the manufacturing industry., • 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 • MBA or Master's Degree, • CPA License preferred, • 3 years of prior experience as a Vice President of a sizable/complex organization., • 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. Job Type: Full-Time Employment Pay: Base Salary Range $240,000 to $260,000 per year, discretionary bonus up to 35% of base. This role is considered exempt and an “ONSITE” role only. • Four weeks of Paid time off, • 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, • 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 www.agsecorp.com. 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. Education: • Bachelor's (Required) Location: • Santa Fe Springs, CA 90670 (Required) Benefits: • 401(k), • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Tuition reimbursement, • Vision insurance Work Location: In person Requirements:

Job Description Job Title: Director, Global Cost Accounting for AI Infrastructure Leader Compensation: $185-235K Benefits: Healthy bonus + equity; full array of benefits (medical/dental/vision, 401K match, executive perks Work Schedule: Hybrid Work model: 4 days onsite at a CA-based facility (Bay Area or Los Angeles region) Addison Group SoCal is partnering with a high-growth, publicly traded technology manufacturer that is helping power the next gen of AI and hyperscale infrastructure. With double-digit Y-o-Y growth, this organization sits at the center of one of the most important tech buildouts of our time. Our client is seeking a Director of Global Accounting -- a strategic, hands-on, systems-savvy leader ready to elevate cost visibility, drive operational excellence, and influence decision-making at the executive level of the business. The Opportunity You will own and shape the global cost accounting function in a sophisticated SAP environment -- spanning raw materials through finished goods across multiple manufacturing sites. You'll report to the VP of Finance and partner directly with Operations, Engineering, FP&A & Supply Chain leaders, delivering insights that drive margin, efficiency and growth. What You'll Do Strategic Cost Leadership: • Architect and continuously refine enterprise-wide costing standards and methodologies (materials, labor, OH), • Provide executive-level insights to GM, COS, inventory trends and production performance, • Act as trusted advisor to manufacturing and business leaders on cost optimization and operational efficiency Financial Integrity & Reporting • Oversee inventory accounting, reconciliations, and reserve strategies, • Ensure accurate, timely close processes & audit-ready financials, • Own & strengthen SOX internal controls Operational Partnership • Lead deep-dive analysis on production & purchasing variances, driving root-cause resolution, • Guide make-vs.-buy decisions, cost reduction strategies, and new product costing, • Partner cross-functionally to enhance inventory accuracy & risk management Systems & Process Excellence • Champion key modules in SAP, ensuring data integrity & scalability, • Drive process improvements, automation, and system enhancements, • Oversee cost allocations, activity rates, and planning cycles with precision Leadership & Influence • Lead & develop a high-performing global cost accounting team, • Build a culture of accountability, continuous improvement & collaboration What You Bring • Bachelor's degree with CPA, CMA or MBA highly preferred, • 12+ years of progressive cost accounting & experience with ramping up/transforming plant operations, • Proven success in a complex, multi-site manufacturing environment (computer/electronics manufacturing a major win), • Deep expertise in SAP, • Strong executive communication skills -- you can turn complexity into clarity -- liaison effectively with Engineers and Manufacturing Operations leaders, • Experience in a public company/SOX-regulated environment Why this role? You will step into a company that is peaking right now. This is an opportunity to: • Influence global manufacturing operations & financial strategy, • Collaborate with top-tier executive leaders, • Build & optimize systems that will scale with significant growth This is the time to join this highly-respected high-tech company. The VP of Finance is eager to meet top talent. Please email your resume to valerie.rodriguez@addisongroup.com Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Job Description THRIVE Academy – Manson Northwest Webster CSD Grades Served: Middle School & High School Position Type: Full-Time Teaching Position Location: THRIVE Academy – Manson, Iowa Reports To: Principal / Building Administrator THRIVE Academy is a therapeutic, trauma-informed educational program serving students with academic, behavioral, social-emotional, and mental health needs. The Future Ready Teacher provides practical, real-world instruction focused on preparing students for adulthood, independent living, employment, relationships, and responsible decision-making. Position Summary The Future Ready Teacher is responsible for developing and delivering applied instruction that equips middle school and high school students with the skills necessary to function successfully as independent, productive, and responsible adults. This position blends components of life skills, employability, financial literacy, personal development, career readiness, parenting awareness, and independent living into a comprehensive "Adulting 101" style curriculum. Instruction is aligned to multiple State SCED course areas including Life Skills, Personal and Career Readiness, Career Exploration, Employability Skills, Consumer Economics/Personal Finance, Personal Development, Child Development/Parenting, and Food Preparation & Health Management. This position emphasizes relationship-building, mentorship, social-emotional support, and real-world application of skills through highly engaging, hands-on instruction. Teachers also serve as Homeroom Advisors, providing ongoing guidance, accountability, and support for a small group of students. Essential Duties & Responsibilities Instruction & Curriculum • Plan and deliver engaging, practical instruction focused on preparing students for adult life and future success., • Develop and implement curriculum aligned to State SCED course standards and student transition needs., • Teach and facilitate instruction in areas including:, • Life Skills & Independent Living, • Career Exploration & Employability Skills, • Financial Literacy & Budgeting, • Consumer Awareness & Personal Finance, • Decision-Making & Problem-Solving, • Goal Setting & Self-Advocacy, • Time Management & Responsibility, • Communication & Interpersonal Skills, • Child Development & Parenting Basics, • Basic Cooking Skills & Meal Preparation, • Wellness, Healthy Habits, & Personal Responsibility, • Utilize hands-on, project-based, experiential, and community-connected learning opportunities whenever possible., • Connect instruction to real-world situations, workplace expectations, independent living, and post-secondary readiness., • Differentiate instruction to meet varying academic, behavioral, developmental, and emotional functioning levels., • Integrate social-emotional learning, executive functioning supports, and trauma-informed practices into daily instruction. Student Support & Advisement • Serve as a Homeroom Advisor, building positive, consistent relationships with assigned students., • Monitor student academic, behavioral, social-emotional, and personal growth., • Support students in developing independence, self-confidence, accountability, and resilience., • Reinforce workplace readiness skills, including attendance, communication, teamwork, initiative, and professionalism., • Support students in developing coping strategies, self-regulation skills, and positive decision-making habits., • Utilize de-escalation, co-regulation, and restorative practices during times of student dysregulation. Classroom Environment & Behavioral Support • Create a structured, safe, supportive, and engaging learning environment., • Maintain clear expectations, routines, and procedures that support student success., • Apply MTSS, restorative, and trauma-informed frameworks to support student growth., • Collaborate with support staff and special education teams to implement accommodations, modifications, and intervention plans., • Support students with behavioral plans, IEP goals, transition goals, and individualized learning needs. Collaboration & Communication • Collaborate closely with paraprofessionals, counselors, student support staff, special education staff, administrators, families, and partner districts., • Participate in IEP meetings, intervention planning meetings, transition planning, and multidisciplinary collaboration., • Maintain regular communication regarding student progress, concerns, and successes., • Support school-wide initiatives focused on student engagement, resilience, independence, and post-secondary readiness. Assessment & Documentation • Maintain accurate grades, documentation, progress monitoring, and student records., • Monitor student progress toward academic, behavioral, transition, and independent living goals., • Utilize student performance data to guide instructional planning and interventions., • Assist in documenting accommodations, modifications, and progress toward individualized student goals. Professional Responsibilities • Participate in ongoing professional development related to trauma-informed care, SEL, transition planning, employability skills, and therapeutic education., • Demonstrate professionalism, flexibility, collaboration, and relationship-centered practices., • Maintain confidentiality and comply with district, state, and federal requirements.Qualifications Required • Valid Iowa Teaching License, • Strong communication, classroom management, and collaboration skills, • Ability to build positive relationships with students experiencing academic, behavioral, emotional, or mental health challenges, • Commitment to relationship-based, trauma-informed educational practices Preferred • Experience teaching life skills, career readiness, transition services, FCS-related courses, at-risk education, or alternative education, • Knowledge of SEL, restorative practices, PBIS, executive functioning supports, and trauma-informed instructional strategies, • Experience supporting students with disabilities, behavioral challenges, or social-emotional needs, • Ability to create engaging, applied, real-world learning experiencesPhysical Requirements, • Ability to actively supervise students in classroom, community-based, and school environments, • Ability to participate in hands-on instructional activities and demonstrations, • Ability to respond appropriately during behavioral or crisis situationsWork Environment THRIVE Academy is a therapeutic, trauma-informed educational environment serving students from multiple partner districts across Iowa. Future Ready classrooms maintain small class sizes with dedicated paraeducator support to provide individualized instruction, relationship-building, and behavioral support. Mission Alignment The Future Ready Teacher plays a vital role in helping students develop the practical, emotional, behavioral, and independent living skills necessary for adulthood. This position supports THRIVE Academy's mission of helping students build resilience, confidence, healthy habits, and meaningful futures through individualized, relationship-centered educational practices.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. East West Bank is seeking a highly experienced Enterprise Data Architect to lead the design, modernization, and governance of the bank’s enterprise data architecture strategy and AI-ready data ecosystem. This role is designed for a hands-on enterprise architect with deep expertise in regulated financial services environments, modern cloud data platforms, enterprise data lifecycle management, and scalable AI/data-driven architectures. The ideal candidate combines strong technical depth with practical implementation experience and the ability to drive enterprise alignment across business, technology, data, risk, compliance, and governance stakeholders. The role will lead architecture strategy and standards supporting enterprise analytics, AI/ML enablement, governance, regulatory reporting, operational intelligence, and modern data product delivery across the bank. Key Responsibilities • Define and lead the enterprise data architecture strategy, target-state roadmap, and modernization initiatives aligned to business priorities, AI enablement, and regulatory requirements., • Design scalable and secure enterprise data architectures supporting analytics, AI/ML, governance, regulatory reporting, and operational intelligence use cases., • Establish enterprise standards for data modeling, metadata management, lineage, reference architecture, semantic layers, integration patterns, and data lifecycle management., • Lead architecture design for Azure-native and cloud-based enterprise data platforms including Databricks, Azure Data Lake, Synapse, Microsoft Fabric, Azure Data Factory, and Power BI ecosystems., • Define reusable integration patterns across APIs, streaming platforms, operational systems, cloud platforms, and analytical environments., • Partner with data governance, cybersecurity, risk, compliance, and legal teams to ensure architecture controls support data quality, privacy, retention, lineage, auditability, and regulatory compliance., • Drive AI-ready architecture initiatives including lakehouse design, semantic modeling, vectorized data architectures, metadata-driven frameworks, and scalable AI data pipelines., • Partner with engineering, analytics, and business teams to operationalize scalable data products and enterprise data domains., • Evaluate and implement modern data architecture tooling including metadata/catalog platforms, observability solutions, orchestration frameworks, and governance technologies., • Lead enterprise architecture reviews and governance processes to ensure alignment with approved standards, security controls, and target-state architecture principles., • Serve as a senior advisor to executive leadership, translating complex architecture concepts into actionable technology and business strategies. Required Qualifications & Skills • 8+ years of progressive experience in enterprise data architecture, large-scale data platform modernization, data engineering, or solution architecture within financial services, fintech, insurance, or other highly regulated industries., • Strong hands-on experience designing and implementing enterprise data architectures in production environments, not solely strategy or governance roles., • Deep expertise in enterprise data lifecycle management including data modeling, integration architecture, metadata management, lineage, master/reference data management, retention, and governance., • Strong experience with Azure-native and modern cloud data ecosystems including Azure Databricks, ADLS Gen2, Synapse, Microsoft Fabric, Azure Data Factory, Spark, and distributed data platforms., • Strong understanding of AI/ML and advanced analytics architecture requirements including AI-ready data pipelines, semantic modeling, feature engineering support, and scalable analytical data environments., • Hands-on experience with enterprise data architecture tooling including Erwin, ER/Studio, Collibra, Microsoft Purview, Alation, Visio, Lucidchart, or equivalent platforms., • Strong understanding of modern architecture patterns including lakehouse architecture, event-driven systems, APIs, data mesh, data fabric, and distributed processing frameworks., • Practical experience implementing enterprise controls supporting data quality, security, privacy, access governance, auditability, and regulatory compliance., • Strong understanding of banking regulatory expectations including BCBS 239, SR 11-7, CCAR, CECL, AML/BSA, and enterprise risk reporting principles., • Demonstrated ability to influence senior stakeholders and drive alignment across engineering, analytics, infrastructure, governance, cybersecurity, and business teams., • Excellent communication and executive presentation skills with the ability to simplify complex technical concepts for non-technical stakeholders., • Bachelor’s degree in Computer Science, Information Systems, Engineering, Data Architecture, or related technical discipline. Differentiating Experience (Highly Preferred) • Direct experience building enterprise AI/ML or GenAI-ready data platforms within banking or highly regulated industries., • Experience designing vectorized data architectures, semantic search platforms, feature stores, or AI-enabled data product ecosystems., • Strong expertise in enterprise metadata, cataloging, governance, and lineage frameworks supporting regulatory transparency and audit readiness., • Experience leading enterprise-wide cloud data transformation or modernization initiatives at scale., • Hands-on experience with Kafka, event streaming platforms, API gateways, microservices, and real-time data processing architectures., • Architecture certifications such as Azure Solutions Architect Expert, Databricks Professional Architect, TOGAF, or equivalent., • Master’s degree in Data Architecture, Computer Science, Engineering, or related quantitative discipline., • Proven ability to operate as a highly autonomous enterprise architect balancing strategy, governance, and hands-on technical leadership. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $130,000.00/Yr. - USD $200,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Windsor is a dynamic, customer-focused fashion retailer driven by an entrepreneurial spirit, a passion for innovation, and a commitment to delivering exceptional experiences. Our culture is fast-paced, collaborative, and rooted in continuous learning, where team members are empowered to challenge the status quo, move with agility, and make meaningful contributions. As we continue to grow and evolve, Windsor has embraced transformation across every aspect of the business—from enhancing the customer journey and strengthening our digital capabilities to modernizing operations and leveraging data-driven decision-making. We view change as an opportunity to innovate, continuously improving how we serve our customers, support our teams, and operate our business. By combining creativity, technology, and operational excellence, we are building a future-ready organization positioned for long-term success while staying true to our values and the unique culture that defines Windsor. Job Summary The Vice President, AI Transformation & Strategic Initiatives will report to our CEO & President and serve as a trusted advisor to our Executive Leadership Team, leading Windsor's company-wide AI transformation journey. This highly visible role will be instrumental in shaping the future of the business by reducing costs, increasing sales, enhancing customer experience, and strengthening decision-making across the organization. They will work with leaders across all functions—including Marketing, Creative, Merchandising, Planning, Stores, Ecommerce, Finance, Operations, Customer Service, Human Resources, and Technology—to evaluate opportunities, build business cases, align stakeholders, and help drive implementation. The ideal candidate combines visionary thinking with a hands-on, player-coach leadership style. They are intellectually curious, have strong business acumen, exceptional communication skills, and a passion for continuous improvement. Most importantly, this leader will embody and champion Windsor's values while helping shape the next chapter of growth through the power of AI and strategic innovation. Essential Job Functions & Responsibilities: • Develop Windsor’s AI strategy in alignment with the business strategy, • Identify and prioritize AI opportunities and use cases across all areas of the business., • Partner with executives and department leaders to understand business challenges and uncover opportunities for automation, optimization, and innovation., • Evaluate and prioritize potential initiatives based on ROI opportunity, financial impact, operational benefits, implementation complexity, and organizational readiness., • Facilitate executive updates, steering committees, and decision-making processes., • Establish success metrics and measurement frameworks. Track project outcomes and ensure expected benefits are realized., • Lead cross-functional teams through discovery, planning, testing, implementation, and adoption of our AI initiatives., • Establish governance and best practices for responsible AI usage., • Work closely with IT to make sure Windsor has the data capability and technology/systems to enable AI effectiveness • Stay current on emerging AI technologies, tools, and best practices., • Lead education initiatives to raise AI fluency at Windsor Key Qualifications & Requirements: • 5-10 years of professional experience in consulting, strategy, business operations, transformation, technology, or a related field., • Strong analytical and financial modeling skills., • Proven ability to manage complex cross-functional initiatives., • Outstanding communication, presentation, and stakeholder management abilities., • Demonstrated experience influencing senior leadership., • Demonstrated capability to develop AI GPTs. Skills, and / or Agents to support business improvement., • Strong organizational skills and attention to detail., • Ability to balance strategic thinking with hands-on execution., • Passion for learning and applying AI technologies to real business problems Preferred: • Management consulting experience (McKinsey, Bain, BCG, Accenture, Deloitte, EY-Parthenon, LEK, Oliver Wyman, or similar)., • Experience leading digital transformation or AI-related initiatives., • Retail, ecommerce, consumer, or fashion industry experience a plus., • Familiarity with AI platforms, workflow automation tools, analytics platforms, and enterprise software ecosystems. What Success Looks Like Within the first six months this leader will: • Understand how the business operates and what drives success, • Develop firm-wide AI strategy, governance framework, and LLM tool management., • Establish a company-wide framework for evaluating AI opportunities., • Build a prioritized portfolio of high-impact AI initiatives., • In addition to developing a framework to measure benefits, understand the cost implications of AI usage across the business., • To the degree practical, understand best practices for AI across the retailing, Ecom, and fashion industries and maintain a process for keeping this current. Within the first twelve months, this leader will: • Start to deliver measurable productivity and efficiency gains across multiple departments, • Increase organizational adoption and understanding of AI tools. Not first six months?, • Create measurable financial value through cost savings, productivity improvements, and revenue growth initiatives., • Become a trusted advisor to executives and business leaders across the organization. Who Will Thrive at Windsor This role is ideal for someone who: • Is energized by building and creating rather than maintaining the status quo., • Can influence without formal authority., • Thinks like an owner and acts with urgency., • Is comfortable working in a fast-paced environment with evolving priorities., • Enjoys being both strategic and hands-on., • Embodies Windsor's culture of continuous improvement, accountability, teamwork, and value creation. Physical/Environmental Demands and Overtime & Availability: Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances. Sedentary work. Exerting up to 10 pounds of force occasionally and/or a small amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Adequate movements (motions) of the wrists, hands, and/or fingers. Team members are required to have close visual acuity to perform activities such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. *Job descriptions are merely a summary of the position. Duties and responsibilities are subject to change and may include any other that management finds necessary to successfully maintain business operations. WINDSOR EQUAL OPPORTUNITY EMPLOYER

Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assign

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing main

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! The Loan Review Department (LRD) is a second line of defense function, and part of Cathay Bank's Risk Division, and as such is independent of all credit granting, adjudication, and operations by the first line of defense. LRD's mandate is to independently assess and opine upon the overall credit risk and effectiveness of credit risk management processes of the Bank. LRD also serves as an internal advisor to lending units, loan administration, and credit administration/risk management to identify, recommend and effect process changes regarding credit risk management activities, regulatory issues related to credit risk, credit policy, and general credit underwriting guidelines; identifies current or potential problems regarding the assessment of credit risk and the administration of Bank credit/loan exposure; analyzes and monitors the quality of various and commercial credits that represent the wide range of non-retail credit products offered by the Bank. Evaluates Credit Policies/Credit Process and assures that proper credit controls are in place to fully satisfy safety and soundness standards established by Bank regulators; monitors adherence to such policies and validates that exceptions are adequately identified, fully justified and properly approved. May lead credit review examinations, prepare final reports, and conduct overall meetings with Bank departments. • Scope, lead and manage examinations of various types of credit portfolios and credit processes., • Performs risk based independent reviews of all types of CB loan portfolios to identify current or potential problems, as well as positive elements, regarding the assessment of credit risk and the administration of Bank credit/loan exposure., • Determines the accuracy of assigned internal credit risk ratings, non-compliance with CB policies and procedures, loan weaknesses so that timely corrective actions can be taken, violations of laws and regulations and inadequate credit/collateral documentation., • Identifies, recommends and effects process changes as related to credit risk management activities, regulatory statutes, credit policy and general credit underwriting guidelines., • Interprets and evaluates Bank Credit Policy and assures that proper credit controls are in place to appropriately manage credit risk. Monitors adherence to such policies and validates that exceptions are adequately identified, fully justified and properly approved., • Acts as internal advisor/partner to CB's line units regarding loan and credit matters and provides guidance in areas that require further development., • Maintains awareness of the current regulatory/industry trends impacting the Bank's credit areas., • Promotes teamwork within the department to ensure that knowledge and experience is shared among team members., • Prepares departmental reports and other portfolio reporting as requested by management., • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)., • Completes all required training and special projects as requested., • Education: Bachelor's degree in accounting, business administration, finance, or economics., • Experience:, • Minimum 5-7 years of credit examination experience as a commercial lender, regulator or credit review officer., • Experience leading teams of examiners in the successful completion of credit risk review activities and related projects., • Experience in specialized lending such as asset-based lending (ABL), energy (including oil & gas), shared national credits (SNC). and syndicated lending is a plus., • Skills/Ability:, • A thorough understanding of analyzing various types of commercial and middle market credits is required, along with understanding of high net worth and private client lending and retail loan products is desired., • Must be able to work successfully in a client focused, consultative work environment., • Excellent interpersonal skills, verbal and written communication skills, strong project management skills., • Previous experience in leading teams responsible for credit analysis and assessment is desirable., • Thorough knowledge and operational skills in the use of personal computers and various software packages, including Excel and Word. VP, Loan Review Officer: $110K $135K / year VP, Sr. Loan Review Officer: $115K $150K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training Get registered and licensed and learn how to be a financial advisor with the industry's top training program., • Salary for the first five years as you begin to build your practice, • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • A support network that extends from your branch office to your region to the home office You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives the best of both worlds, • A culture of continuous improvement and professional development Key responsibilities • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results., • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Passion for new opportunities Can you see yourself • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice?, • Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • Professional and/or military career progression Licensing: • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Alliant University is a professional practice University committed to excellence in four areas: Education for Professional Practice, Scholarship, Multicultural and International Competence and Community Engagement. The University provides students with the highest quality of education through excellence and innovation in academic scholarship, applied training and research, and community service, particularly to underserved populations. Through its Mission, the University's goal is to equip students with the competencies they need to provide public benefit and make an impact in their communities by addressing major contemporary social issues. Core competencies of the University's training programs include cultural diversity, which is infused in courses and field placements and is manifest in the diversity of its students, faculty. Our Mission: Alliant University prepares students for professional careers of service and leadership, and promotes the discovery and application of knowledge to improve the lives of people in diverse cultures and communities around the world. Our Vision: An inclusive world empowered by Alliant alumni. Our IMPACT Values: Inclusion: We value and engage the rich diversity of the Alliant community. Mentoring: We provide guidance and create enabling environments for success. Passion: We bring enthusiasm, creativity, and authenticity to our work. Accountability: We act with integrity and responsibility in all we do. Communication: We are responsive, transparent, and respectful in our interactions. Teamwork: We collaborate to develop innovative solutions for our community. Position Summary: Under the guidance of the Associate Vice President, or their designee, the campus director plays a pivotal role in supporting the campus's recruitment and admissions initiatives. This role also leads the student services functions to enhance the overall candidate experience, bolster student retention, and drive graduation success. Key responsibilities encompass Recruitment, Admissions, Student Advising, Campus Operations, Accessibility Services, International Student Advising, Tutoring, Military/Veterans Affairs, Orientation, Commencement & Community Activities, and resolving student issues. The Campus Director will oversee daily operations and serve as the primary decision-maker for local management and overseeing campus activities. This position may also supervise onsite IT, facilities and other support roles and shares a reporting relationship with other campus staff, including those in Admissions and Financial Aid, within a matrix environment. Salary Range: $76,000 - $80,000 annualized exempt position. Benefits Plans Include: Medical/Prescription, Dental, Vision, Health Care & Dependent Care Flexible Spending Accounts, Voluntary Life and AD&D, Voluntary Benefit Plans: Accident, Critical Illness, or Hospital Indemnity Insurance, Legal Plan, Transportation Spending Account, Employee Tuition Waiver. Minimum Qualifications: Education: Master's degree in Education, Counseling, Management, or a related field, or an equivalent combination of education and professional experience. Experience: Five (5) years of progressively responsible higher education or closely related professional experience, preferably in graduate or professional education. Supervision experience of professional staff required. Demonstrated success in leading teams of diverse employees as well as experience with enlivening and fostering a climate that values and embraces all forms of human diversity. Certifications, Licenses, etc.: None. Skills: Proficient computer skills with Microsoft Office applications (especially Word & Excel), CARS, CX integrated database or equivalent databases. Supervision skills needed as well as advanced advising skills, effective organization and written and oral communication skills, substantial teaching and advising skills. Demonstrated ability to communicate effectively (both in writing and verbally) with a diverse student, faculty and community is essential Sensitivity to cultural diversity and ability to communicate and interact effectively with people of all ages and diverse backgrounds. The position requires multi-tasking abilities, exceptional interpersonal/cross-cultural communication skills, A high degree of multicultural and international competency, The ability to organize and plan work, and the ability to complete tasks with accuracy and meet deadlines. Proven ability to work effectively as a team player. Highly motivated, focused and results oriented. Ability to exercise discretion and tact in all interpersonal contacts, and to maintain confidentiality at all times. Ability to manage multiple tasks according to required deadlines and maintain composure under high stress conditions. Ability to be optimistic, positive and supportive in all interactions with others. High level of accuracy and attention to detail. Duties & Responsibilities: Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. The Campus Director is responsible for the operational effectiveness, growth and successful day-to-day operation of the assigned campus, provides leadership, oversight, and management for IT and facilities. Provide leadership, oversight and management for developing programs and services which support the University's vision of the recruitment, enrollment, retention, and graduation of students. Help to facilitate seamless integration of the student experience from the point of admission through transfer assessment and registration, course enrollment, and course/degree completion. Serves as the key person for the delivery of academic and student support services including student Advising, Accessibility Services, International Student Advising, Tutoring Military/Veterans Affairs, Orientation, Commencement, and student issue resolution. Serves as the Student Advisor for students enrolled at the Campus and uses independent judgement to monitor students' academic success through ongoing outreach, advising meetings, and daily monitoring of attendance list, non- financially cleared (NFC) list, and non-registered list. Assist students with registration, study plans, degree audits, transfer evaluation, advancement to candidacy, tuition payments, and financial aid resources. Develop, implement, and monitor a proactive advising and appreciative advising model to support student success. In partnership with the campus community, implement and execute the Net Promoter Score action plan to improve student success (i.e., retention, persistence, and graduation rates) and enhance student satisfaction. Problem solving student issues and concerns. May serve as the student services liaison to SERC (Student Evaluation and Review Committee). Responsible for the implementation of student conduct procedures. Lead and facilitate a customer-centered environment that is responsive and provides high-quality, timely services to students; Assist program directors and faculty in the ongoing improvement of program related operating processes, procedures, and protocols, to operationalize and maintain academic standards. Ensure Human Resources policies and procedures are upheld to assure compliance with the federal and state regulations, university policies, and collective bargaining agreements. Perform other related tasks, duties and responsibilities as required, assigned or directed. Supervisory Responsibility: Direct Reports: Advisor(s), IT/Facilities Coordinator, Campus Resource Coordinator, Security, Student Assistants and other campus support roles. Indirect Reports: The following campus positions report to the Campus Director, Student Advisor in a matrix relationship with the functional leadership of the University: Admissions and Financial Aid. Consults with and provides support to library staff. Contact Responsibility: Internal: Interacts with supervisor to receive direction and instructions and/or review of work results. This position with work closely with colleagues in multiple departments including Academic Deans, campus-based Program Directors, Associate Provosts, Human Resources and IT Departments as well as other University Campus Managers/Directors to support both students and colleagues in achieving student success and Department goals. Consults with and provides support to library staff. External: Interacts with other academic institutions and members of the local community. Primary Work Location, Hours & Travel Requirements: Office Location: LA Campus - 1000 S Fremont Ave Building A7, Alhambra, CA 91803 Work Hours: Standard office hours, with required evening and weekend hours to support events and campus operations. Travel: Occasional travel to support events and campus needs. Background Check Requirements: Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current University employees who apply for the position. Additional Information: Anti-Discrimination Policy: Alliant University prohibits unlawful discrimination, harassment or retaliation in its educational programs, services and activities, and in employment practices, including but not limited to internal promotions, training, opportunities for advancement, terminations, relationships with outside vendors, use of contractors and consultants, and in its admission or access thereto, on the basis of race, ethnicity, national origin or descent, color, creed, religion, sex, age, marital status, disability (including physical, disease, psychiatric or psychological disability), medical condition, pregnancy, veteran status, sexual orientation, gender identification or expression, hair style or texture associated with race, or any other characteristics protected by applicable law. Alliant University is an Equal Opportunity Employer, committed to ensuring a high quality of education through the diversity of the University community and the curriculum. Women, people of color, people with disabilities and people from other underrepresented groups are encouraged to apply, as we actively seek to increase diversity at all levels. The University will conduct its programs, services and activities consistent with applicable federal, state and local laws, regulations and orders. Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. Applicants with disabilities and applicants who require assistance completing an application may contact Office of People & Culture (Human Resources) at peopleandculture@alliant.edu or 858-635-4509. The California Consumer Privacy Act (CCPA) requires that we provide you with this Notice at Collection for California Employees and Applicants . This notice is about the collection

A Restaurant Manager is generally responsible for providing strong, positive leadership to their team to deliver great and friendly guest experiences, to maintain operational excellence and to help build profitable top line sales of a single restaurant. They are responsible for the overall operation of the restaurant according to Dunkin' standards, franchisee policies and procedures, and in compliance with all applicable laws. Responsibilities Include: • Able to perform all responsibilities of restaurant team members., • Recruit, hire, train and supervise restaurant team members, including shift leaders, team members, bakers and other support staff., • Foster a positive work environment by promoting teamwork, providing coaching and feedback and resolving conflicts., • Implement training programs to enhance team member skills and performance., • Lead by example, demonstrating a strong work ethic, professionalism, and adherence to company values., • Oversee day-to-day operations, including opening and closing procedures, cash management, inventory control, and following of brand standards and systems., • Ensure compliance with health and safety regulations, food handling guidelines, and sanitation standards., • Create and maintain a guest focused culture in the restaurant, • Review guest feedback results and implement action plans to drive improvement, • Develop and implement operational strategies to increase efficiency, reduce waste, and enhance overall productivity., • Ensure exceptional customer service by providing a welcoming and friendly atmosphere., • Monitor customer feedback and reviews, taking necessary steps to improve service quality and address any recurring issues., • Monitor and control food and labor costs, inventory levels, and waste to maximize profitability., • Engage with the local community, build relationships, and explore opportunities for partnerships or sponsorships., • Stay updated with industry trends and technology, competitor activities, and customer preferences to identify new business opportunities., • Communicate restaurant priorities, goals and results to restaurant team members, • Execute new product roll-outs including training, marketing, and sampling, • Completion of DCP and other vendor orders to ensure all products are fully stocked, • Conduct self-assessments and corresponding action plans for food safety and brand standards, • Ensure restaurant budget is met as determined by Franchisee, • Engage with Dunkin' and Inspire Brands Field Operations team as appropriate Education/Experience: • Basic computer skills, • Fluent in spoken and written English or the predominant language in your market, • Basic math and financial management, • Previous leadership experience in retail, restaurant or hospitality preferred or ability to show leadership, • College Degree preferred. Key Competencies • Strong analytical skills and business acumen, • Works well with others in a fun, fast-paced team environment, • On time, demonstrates honesty and a positive attitude, • Willingness to learn and embrace change, • Ability to train and develop a team including giving positive and constructive feedback, • Guest focused, • Time Management, • Ability to manage conflict, • Problem solving, • Motivating others Physical Demands/Working Conditions: • Standing on feet, • Repetitive motion including bending, stooping and reaching, • Lifting packages (if applicable), • Wearing a headset (if applicable), • Working in a small space Each franchise organization is an independent employer and thus responsible for making its own recruiting, hiring, and employment-related decisions. These materials and resources are optional for franchisees, and nothing in these materials and resources should be construed as the franchisor being involved in or having control over a franchise employee's essential terms and conditions of employment. Specific employment-related questions should be directed to your franchise organization's legal counsel or other professional advisor.

When joining PerkinElmer, you select an experienced and trusted leader in scientific solutions, with the support of a global service network and distribution centers, providing the right solution, at the right time, to meet critical customer needs. With over an 80+ year legacy of advancing science and a mission of innovating for a healthier world, our dedicated team collaborates closely with commercial, government, academic and healthcare customers to deliver our broad portfolio of analytical solutions, and OneSource services. This is a full-time salaried position with Project Farma, a PerkinElmer company. The successful candidate can reside in any of the Project Farma Regional Markets, but must be willing to travel domestically, in order to meet client project requests. Project Farma's key markets include: Boston, Philadelphia, DMV, Northern New Jersey, Chicago, Indianapolis, St Louis, Raleigh-Durham, Houston, Dallas, Boulder, San Francisco, San Diego, and Los Angeles. Project Farma's purpose is to improve patient lives by accelerating the delivery of life-changing therapies. We accomplish this through the successful execution of high-quality life sciences projects across the full project lifecycle. Project Farma (PF) team members collaborate with cross-functional teams to build trusted client relationships, deliver an exceptional customer experience, and contribute to business growth by identifying opportunities and applying data-driven insights to support project planning, cost, schedule, and performance management. This role contributes to organizational success by supporting financial performance, operational efficiency, and continuous improvement, while also investing in people through mentorship, knowledge sharing, and professional development. All team members are expected to embody Project Farma's values by being curious, personable, and unselfish, while maintaining a strong commitment to a Patient Focused and People First mindset. This Managerial role is responsible for leading a team and overseeing the execution of work aligned to either a project, client, or business objective. This role balances people leadership with operational accountability, including coaching, performance management, resource planning, and ensuring high-quality delivery within a defined scope, timelines, and budget. • Final Job Title may vary, based on candidate experience, • Serve as a trusted advisor to senior stakeholders, including Vice Presidents of Engineering and Operations, and Site and Quality Leaders., • Provide strategic leadership in developing and executing Operational Readiness Plans and Assessments, either in-house or as a consultant., • Lead large, complex capital facility projects with budgets exceeding $5M., • Demonstrate deep understanding of Operational Readiness stage-gate processes and clearly articulate these to stakeholders and clients., • Lead cross-functional Operational Readiness teams in both internal and consulting environments., • Possess end-to-end knowledge of capital project execution, from design through start-up, including effective handoffs between Capital Project Execution and End User Operational Readiness teams., • Lead cross-functional teams (Engineering, Operations, Quality, Supply Chain) from Operational Qualification (OQ) completion through initiation of PPQ batches., • Maintain strong knowledge of biopharmaceutical manufacturing facilities, including Drug Substance and Drug Product/Packaging operations., • Lead and manage all start-up readiness elements, including consumables and raw material planning, engineering asset induction, and CMMS configuration and implementation., • Demonstrated Leadership skills running large (10-20 people) cross-functional teams in a start-up environment, either in-house or as a consultant., • Ability to prioritize and set key milestone targets for the Operational Readiness Team, then drive to achieve those milestones., • Ability to work in a fast paced team environment with rapidly changing scope and priorities., • Excellent Planning and Organizational skills to manage large complex facility start-ups, • Technical Delivery: Applies advanced technical knowledge and professional expertise, • Innovation & Continuous Improvement: Seeks better ways, adapts to change and champions new ideas., • Customer Focus & Professionalism: Represents PF with consistent professionalism, appropriate escalation and respect for internal stakeholders, even during high stress delivery situations, • Integrity & Humility: Demonstrates self-awareness and puts PF mission above ego, • Collaboration & Communication: Communicates clearly and proactively and drives transparent alignment with clients., • Project Execution: Delivers reliably, manages priorities and drives for high quality outcomes, • Growth Mindset: Shows openness to new ideas, feedback and change, • Bachelor's Degree (and/or Masters) in Life Sciences, Engineering, Regulatory or related discipline OR a combination of equivalent experience in quality assurance, cGMP facility start-up, regulatory assurance, relevant military and/or professional services., • 8-14+ years directly relevant experience required, • Minimum 7+ years' Bio-Pharmaceutical industry experience, • Capital Projects experience in a GMP pharmaceutical environment, • Operational experience moving from capital execution to true facility start-up, • Willingness to travel as required to support project and business needs., • Black Belt certification in Operational Excellence or Six Sigma preferred. Project Farma is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, or veteran status or any other characteristics protected by applicable law. PerkinElmer is committed to a culturally diverse workforce. Applicants must be authorized to work in the United States on a full-time basis. We will not sponsor applicants for current or future work visas for this position. This position may require significant travel to support project and business needs. We cannot employ anyone with an invalid driver's license. The annual compensation range for this full-time position is $110,000 - 155,000. The final base pay offered to the successful candidate will be determined by factors including internal equity, work location, as well as individual qualifications, such as job-related skills, experience, and relevant education or training.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

19 Things to Cut When Money Gets Tight - Make the Most of Your Income!!Everyday Expenses That Add Up Small daily purchases can quietly drain your budget over time. Common examples include: Daily coffee runs Bottled water Premium gas for cars that don’t require it Lottery tickets and impulse spending Cutting back on just one or two of these habits can free up hundreds — or even thousands — of dollars each year without making major lifestyle sacrifices. Review Subscriptions and Recurring Costs Many people continue paying for services they rarely use, including: Gym memberships Storage units Subscription services Taking time to review recurring charges can help eliminate unnecessary monthly expenses and simplify your budget. Reduce High-Interest Debt High-interest debt can make it difficult to get ahead financially, especially when large portions of payments go toward interest instead of principal. Some strategies that may help include: Consolidating debt into lower-interest loans Using balance transfer credit cards with introductory 0% APR offers Refinancing existing balances Lowering interest payments can create more breathing room in your monthly budget and help accelerate debt repayment. Make Everyday Spending Work for You Certain financial tools can provide additional value when used responsibly, such as: Cash back credit cards Travel rewards programs High-yield savings accounts Online shopping tools that automatically apply discounts For people who already spend regularly on groceries, gas, dining, or travel, these benefits can add up over time. Build a Simple Financial Plan Having a basic financial plan can help improve confidence and long-term decision-making. Helpful areas to review include: Monthly spending habits Emergency savings Retirement goals Debt repayment priorities Even simple planning can make financial goals feel more manageable and less overwhelming. Prepare for Unexpected Expenses Large surprise expenses can quickly disrupt a budget. Some people use tools like: Pet insurance Home warranties Emergency savings accounts Paycheck advance apps These resources may help reduce the financial impact of unexpected repairs, medical bills, or emergencies. Explore Smarter Borrowing Options Homeowners may have alternatives to high-interest personal loans through options like home equity lines of credit (HELOCs). Comparing rates and repayment terms before borrowing can help reduce long-term costs and avoid unnecessary fees. Be More Intentional With Online Shopping Online spending can become expensive without realizing it. Browser extensions, cash back programs, and price comparison tools may help shoppers: Find discounts automatically Compare prices across retailers Avoid overpaying for everyday purchases Protect Long-Term Financial Goals Inflation, market volatility, and investment fees can affect retirement savings over time. Reviewing advisor fees, diversifying investments, and regularly evaluating financial goals may help strengthen long-term financial security. The Bottom Line Improving your finances doesn’t always require drastic changes. Often, the biggest impact comes from: Cutting unnecessary recurring expenses Lowering interest payments Using financial tools more strategically Building small, sustainable habits over time Starting with one or two manageable changes can make budgeting feel less stressful and more achievable.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • Bilingual in Mandarin and English a plus, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience

Location: SANTA FE SPRINGS, CA 90670 Department: SALES Division: Corporate Job Status: Full-Time Work Shift: 7:00 AM - 5:00 PM Days Worked: Mon., Tue., Wed., Thu., Fri. Hour Per Week: 50 Position Description We are seeking an accomplished and driven Corporate Account Executive (Field Sales) to be a key player in expanding our Chicagoland market presence and driving revenue growth. This role is ideal for a sales professional who thrives in face-to-face, relationship-driven selling. You will leverage your industry knowledge and sales expertise to secure new business, build long-term client partnerships, and deliver value through our comprehensive logistics solutions. This is more than a sales role - it's an opportunity to shape your success in one of the nation's most dynamic transportation markets, backed by a company that invests in your growth and rewards your achievements. This is an in-the-field sales position requiring direct, in-person customer engagement. This is not a remote position. What You'll Do Drive Revenue Growth: Proactively identify and pursue new business opportunities through market research, cold outreach, and strategic networking. Build a robust pipeline and convert prospects into long-term clients by demonstrating the value of our comprehensive logistics solutions. Close Deals with Impact: Develop and implement targeted sales strategies that meet and exceed revenue goals. Confidently negotiate contracts, address client needs, and differentiate our services in a competitive market. Own the Client Relationship: Serve as the primary point of contact for your clients face-to-face, building strong, lasting partnerships. Consistently deliver exceptional service, exceed expectations, and position yourself as a trusted logistics advisor. Collaborate for Success: Work cross-functionally with Operations, Customer Service, and Account Management teams to ensure smooth onboarding and seamless service delivery. Clearly communicate client commitments and expectations internally to drive customer satisfaction. Track, Analyze, and Optimize: Leverage CRM tools and sales reports to monitor performance, track market trends, and identify areas for improvement. Use data-driven insights to refine sales strategies and maximize results. (ZoomInfo & Zoho) Investing in Your Growth & Success Industry-Leading Training: Receive comprehensive logistics training across departments to sharpen your skills and expand your industry knowledge. Sales Seminars Twice a Year: Participate in one-week sales seminars focused on expert insights and cutting-edge sales strategies. Direct Mentorship from Leadership: Receive hands-on coaching from the VP of Sales, CXO, and Founder/Owner - industry leaders who have shaped the logistics space. Career Advancement: We are committed to your long-term success and support your growth as you expand your book of business and strengthen your role as a trusted advisor. Unmatched Support System Dedicated Team Behind You: Focus on selling while your Account Manager and Customer Service team handle execution and day-to-day service. Proven Reputation & Legacy: Join a trusted brand with nearly 40 years of excellence, recognized for delivering quality, reliability, and results. Community Involvement: Participate in charitable events, golf outings, feeding families in need during Thanksgiving, and more. Why Custom? For nearly 40 years, The Custom Companies, Inc. has set the standard in full-service logistics, providing tailored solutions including: • Less Than Truckload (LTL), • Full & Partial Truckload, • Ground & Air Expedited, • Specialized Transportation, • Warehousing & Value-Added Services Backed by decades of experience and direct access to transportation assets, we deliver smarter, faster, and more reliable solutions - earning the trust of clients nationwide. Additional Information What We Offer We take care of our people the way they take care of our customers. Our benefits and rewards are designed to support your health, family, and future. • Competitive Base Salary & Uncapped Commission - Your earning potential grows with your success., • Comprehensive benefits-medical, dental, vision, and life insurance; details on coverage and shared costs are reviewed during the interview process, • 401(k) with company match to help you plan for long-term financial security, • Paid vacation and holidays-including your birthday!, • Supplemental insurance options such as disability, voluntary life, and legal coverage, • Employee recognition and referral incentives that reward performance and teamwork, • Career growth and training opportunities for those who want to learn and advance, • Proudly 100% Veteran-owned, built on respect, reliability, and shared success (Benefits are offered as a shared-cost program to balance affordability with sustainable, high-quality coverage.) Equal Employment Opportunity Statement We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. We are committed to creating an inclusive workplace that respects and celebrates the diverse backgrounds, perspectives, and talents of all employees.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Associate Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. Client Support Provide service coverage for a Financial Advisor/Private Wealth Advisor/team including: • Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor/team, • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit), • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team, • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance), • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor/team, • Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance), • Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures, and new platforms, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Administrative Support • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed), • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials), • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing, and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor Education and/or Experience • High School Diploma/Equivalency, • College degree preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Detail oriented with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint), • Exceptional writing, interpersonal, and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multitask, • Goal oriented, self-motivated, and results driven Reports To: • Business Service Officer What You Can Expect From Morgan Stanley: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions. This position will offer: • The ability to build a strong client base with the Bank's exceptional referral system, • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals, • The opportunity to find new clients via the bank's client base, • The opportunity to create client solutions without proprietary products, • The ability to grow your business with LPL's combination of tools, technology, and support, • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs, • The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: • Access to our proprietary technology and a suite of customized services, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: • Series 7 and 66 (63/65) required, • Insurance license required, • Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with BMO Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Pay Range: 100,000 - 140,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

At J.P. Morgan Chase, we are enthusiastic about helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications, Capabilities, and Skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred Qualifications, Capabilities, and Skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and Insurance Products Are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Join the Clean Energy Revolution Become a Senior Advisor, Customer Service Performance Management at Southern California Edison and help shape the future of customer operations at one of the nation's largest energy companies. In this highly visible role, you will lead performance management strategies that drive operational excellence, elevate customer experience, and influence key business decisions across the organization. We are seeking a strategic, data-driven leader who thrives in fast-paced environments, can translate insights into action, and is passionate about continuous improvement, accountability, and delivering measurable results. Join a team committed to innovation, collaboration, and building a cleaner energy future for the communities we serve. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. Employees will participate in an on-call rotation (approximately every four to six weeks), to support IMT activations during emergency events. IMT assignments may differ from an individual's regular responsibilities. As a Senior Advisor, Customer Service Performance Management, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future? Responsibilities + Ensures the forecasts incorporate new distributed energy resource (including energy efficiency, demand response) forecasts, and policies. + Drives key studies to determine the financial and operational impact of changes in company assets or the business environment. + Delivers applied economic analysis and reporting on overall market performance and efficiency, the impact of proposed revisions to market rules, and market participant behavior. + Participates in the design of the framework to identify and quantify consumer detriment in relation to pricing. + Uses benchmarking model to identify examples of disproportionate pricing and how we can address them. Suggests appropriate options for preventing or resolving potential market design problems, inefficiencies, gaming, market manipulation or non-compliance with market rules. + Collaborates with internal stakeholders regarding forecast methodology and analysis and ensures our deliverables meet their needs. + Assesses the viability of new investments and the attractiveness to investors; conducts economic analyses of alternative approaches to energy and/or environmental policies. + Sets up and executes in-house software and prediction tools to translate the long-term resource into energy production for a wide variety of equipment configurations. + Collaborates with forecasters to understand how load and price forecasts can be improved to meet new challenges. + A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity. Minimum Qualifications + Ten or more years of experience performing modeling, forecasting or economic analysis and reporting. Preferred Qualifications + Bachelor's degree in Business, Analytics, Operations, or related field + Experience developing KPIs, dashboards, and operational reporting + Strong analytical, problem-solving, and communication skills + Experience partnering with cross-functional teams and senior leadership + Proficiency in Excel, Power BI, SQL, SAS, or similar tools + Utility or regulated industry experience Additional Information + This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.? Unless otherwise noted, employees are required to work and reside in the state of California.? Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs + Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! + Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. About Southern California Edison The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world. Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at AskHR@sce.com or (626) 302-3456 and select option 2.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuits policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • Bilingual in Mandarin and English a plus, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Irvine California United States Primary Location Full Time Salary Range: $83,920.00 - $125,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future. Company Overview: Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services, MedInsight is making an impact on healthcare by helping to drive better outcomes for patients while reducing waste. Over 300 leading healthcare organizations have come to rely on MedInsight analytic solutions for healthcare cost and care management. MedInsight has been ranked #1 for Payer Quality Analytics by clients for the last three years in the Best in KLAS report. MedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions. We are seeking a high-performing and client-focused Senior Enterprise Account Manager to join our growing team. This individual will be responsible for managing and growing strategic client relationships with large healthcare organizations, with a specific focus on health plans and other payer entities. The ideal candidate will bring deep industry experience, a strong understanding of healthcare analytics, and a consultative approach to client engagement. This role is essential to driving client retention, satisfaction, and revenue growth. You'll act as a trusted advisor and strategic partner to key stakeholders within each account, ensuring that MedInsight's solutions are delivering maximum value to support their business goals. Client Relationship Management • Serve as the primary point of contact for a portfolio of strategic enterprise level clients, developing a deep understanding of their strategic objectives, operational context, and analytics needs., • Establish and maintain executive-level relationships within payer organizations, fostering long-term partnerships built on trust and mutual value., • Lead regular client meetings, QBRs, and planning sessions to ensure alignment, value realization, and satisfaction. Strategic Account Growth • Identify and pursue opportunities for account expansion, including upsell, cross-sell, and renewals., • Collaborate with Sales and Product teams to craft tailored proposals and solution strategies based on evolving client needs., • Maintain a deep understanding of MedInsight's product offerings to communicate value effectively and identify the right-fit solutions for each client. Client Advocacy & Cross-Functional Collaboration • Serve as the voice of the client internally, working closely with Product, Implementation, Engineering, and Support teams to ensure smooth onboarding, delivery, and issue resolution., • Provide actionable feedback from clients to guide product enhancements and innovation., • Help define and refine best practices and account management processes across the Client Services team. Data & Analytics Expertise • Provide guidance to clients on how to best leverage MedInsight's healthcare analytics tools and services incorporating industry expertise to support executive strategies., • Interpret client executive analytic needs and help translate them into solutions using MedInsight's capabilities, • 7+ years of experience in enterprise account management, customer success, or strategic consulting, ideally within healthcare analytics, healthcare technology, or services., • Strong knowledge of the payer landscape and healthcare ecosystem, including Medicare Advantage, Medicaid, commercial health plans, TPAs, and ACOs., • Proven track record managing large, complex accounts and successfully driving client satisfaction, retention, and growth., • Demonstrated ability to engage and influence stakeholders across all levels, including senior executives and technical leaders., • Exceptional communication, presentation, and interpersonal skills., • Strong analytical thinking with the ability to understand and communicate data-driven insights in a meaningful way., • Bachelor's degree required; advanced degree or relevant certifications (e.g., PMP, CAHIMS, CPXP) preferred., • Digital Sales Experience: CRM, Client Digital Sales Rooms, Project Management Software, Call Recording, and other digital sales software as needed, • Experience working directly with healthcare data platforms, population health tools, or analytics applications (e.g., cost of care, quality measurement, utilization management)., • Familiarity with key industry metrics and frameworks, such as HEDIS, population health, risk adjustment, and value-based payment models., • Prior experience in a consulting firm, health plan, or health tech organization strongly preferred., • A mission-driven organization focused on improving healthcare outcomes and reducing unnecessary costs., • A collaborative and intellectually engaging work environment with a focus on continuous learning and innovation., • Competitive base salary with performance-based bonus opportunities., • Comprehensive benefits, including health insurance, 401(k) with employer match, generous PTO, and more., • Opportunities for growth and advancement within a stable and respected industry leader. Location: This role can be located remotely within the US. The expected application deadline for this job is June 30, 2026. Compensation: The overall range for this role is $93,700 - $177,675. For candidates residing in: • Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the range is $107,755 - $177,675, • All other locations the range is $93,700 - $154,500 A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc. What makes this a great opportunity? • Join an innovative, high growth company with a solid industry track record, • Bring your expertise and ideas to directly impact and help build the next generation of MedInsight products and solutions, • Enjoy significant visibility in your work and be recognized for your wins, • Work for a company that values your wellbeing and professional growth, offering a flexible work environment, generous benefits package, and investment in the development of your career Benefits: We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include: • Medical, Dental and Vision Coverage for employees, dependents, and domestic partners., • Employee Assistance Program (EAP) Confidential support for personal and work-related challenges., • 401(k) Plan Includes a company matching program and profit-sharing contributions., • Discretionary Bonus Program Recognizing employee contributions., • Flexible Spending Accounts (FSA) Pre-tax savings for dependent care, transportation, and eligible medical expenses., • Paid Time Off (PTO) Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis., • Holidays A minimum of 10 paid holidays per year., • Family Building Benefits Includes adoption and fertility assistance., • Paid Parental Leave Up to 12 weeks of paid leave for employees who meet eligibility criteria., • Life Insurance & AD&D 100% of premiums covered by Milliman., • Short-Term and Long-Term Disability Fully paid by Milliman. Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment products and services are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.What You Will Do:Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.Key Qualifications:You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.Bilingual (English/Spanish) communication skills are a plus.Experience in holistic tax advisory services beyond tax filing.Attributes and skills:Passionate about empowering customers and helping them overcome the complexities of taxation.Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools.Additional Requirements:Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:California $25.50 - $28.50Colorado $24.50 - $27.00Hawaii $25.50 - $28.50Illinois $24.50 - $27.00Maryland $24.50 - $27.00Massachusetts $25.50 - $28.50Minnesota $22.00 - $24.50New Jersey $25.50 - $28.50New York $25.50 - $28.50Ohio $22.00 - $24.50Vermont $24.50 - $27.00Washington $25.50 - $28.50Washington DC $24.50 - $27.00This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.