Financial advisor jobs in Irvine, California - Page 2Crear alertas

Job Description VP of Enterprise Sales Salary: $150,000 annual Job Description Company Description Trusted by major players throughout the industry, we have been a leading provider of SaaS solutions to businesses since 1997. The company's philosophy is to combine software design with comprehensive consultancy and support services to deliver business-critical applications. Our enterprise software solutions deliver ROI by helping businesses increase profitability, improve customer service and value, integrate with other business applications, and readily access information to make informed decisions. We offer a comprehensive product line of enterprise software and professional services addressing the needs of various departments and executive management. Our applications are ideal for executives who require real-time access to enterprise data. The software solutions are web-based, designed for quick deployment, scalable for growth, reliable, and readily available. We also provide clients with industry-leading consulting, implementation, development, engineering, training, and support services. We offer a dynamic, friendly, and energetic work environment filled with constant new challenges, expectations, responsibilities, and endless growth opportunities. Major Responsibilities and Essential Functions • Set aggressive revenue targets while collaborating with marketing and executive teams on joint sales and marketing strategies and initiatives., • Demonstrate in-depth knowledge of enterprise SaaS sales processes, including pipeline generation, management, and forecasting., • Build and sustain executive-level relationships with C-suite and senior decision-makers, positioning yourself as a trusted advisor in the buying process., • Drive competitive positioning by differentiating our solution against alternatives and securing stakeholder alignment at all levels., • Deliver tailored proposals, ROI analyses, and persuasive pitch decks that connect platform insights and industry trends to client business challenges., • Own the full sales cycle from discovery through close, advancing opportunities with urgency, rigor, and executive presence., • Actively contribute to organizational best practices for enterprise deal execution and strategy., • Leverage data, insights, and executive relationships to expand influence across business units and geographies within target accounts., • Bachelors degree required, • 5+ years of experience in technology sales (SaaS and market research sales preferred), • Proven track record of excellence with year-over-year quota attainment, • Strong business and financial acumen with the ability to evaluate deal alternatives, • Demonstrated success leveraging the channel to build and close deals across all organizational levels, from developer to C-suite, • Strong ability to influence, particularly in negotiating and closing business deals, • Ability to identify and prioritize risks that transactions may pose to various aspects of the business, • Understanding of market and competitive environment, including deal activity and potential opportunities, • Experience in strategic thinking, innovation, mentoring, and collaboration, • Willingness to travel up to 75% Disclaimer: Altametrics is an Equal Opportunity Employer and participates in the E-Verify program to confirm employment eligibility of all newly hired employees.

Job DescriptionDescriptionWe are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. The role serves as the lead advisor for high net worth clients, turning sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the President. Minimum Qualifications • 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation, • Bachelor’s degree in Finance, Accounting, Taxation, or a related field is required; Master’s is preferred, • Enrolled Agent license is required; a CPA is a plus, • Expert, demonstrable knowledge in multiple complex areas related to corporate and personal tax planning strategies, • Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.) Key Responsibilities • Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution, • Lead high-level client meetings to present complex strategic recommendations and tax projections in a clear, persuasive, and actionable manner, • Manage and prioritize daily client communications, providing clear, concise guidance in response to complex technical questions, • Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability, • Review complex tax returns to ensure strict adherence to planning strategies and regulatory compliance, • Supervise, train, and mentor a team of tax professionals, • Serve as a technical resource for the team, resolving advanced tax questions related to complex transactions, entity restructuring, and specialized planning strategies, • Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle, • Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to develop responsible strategies, • Identify opportunities for expanded advisory services within the existing client base Skills, Knowledge and Expertise • Proven ability to effectively supervise, mentor, and guide a team of tax professionals, manage workload distribution, and foster professional growth across the pod, • Demonstrated ability to approach complex client challenges holistically, • Absolute commitment to client satisfaction; proactively manages expectations, communicates clearly, and maintains a high level of responsiveness and service, • Exceptional ability to manage and prioritize the entire project lifecycle, leveraging technological tools to track complex deadlines and organize client documentation, • Meticulous commitment to accuracy and precision in all research, calculations, and document review, minimizing company risk and maximizing client benefits, • Demonstrated ability to work effectively and collaboratively with various stakeholders meet deadlines and exceed client expectations, • Superior written and verbal communication skills; ability to articulate complex technical concepts with confidence and clarity to clients and non-technical individuals, • Proven skill in executing complex calculations, building clear tax plans, and synthesizing tax law into actionable advice, • Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality Benefits • Remote work, • Medical, dental, vision, life, and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Continuing education, • Teambuilding events

Job Description At Better Rise Capital, our mission is to fuel the growth of small businesses by delivering fast, flexible, and transparent financing solutions. Rooted in trust, driven by innovation, and committed to empowering entrepreneurs, we're redefining how businesses access the capital they need to succeed. Together, we're building a stronger future for America's small business community. As a Business Development Representative, you'll play a key role in connecting small business owners with essential financial solutions. You'll develop strong client relationships, assess their unique funding needs, and guide them through our fast and efficient lending process. Our entry level Business Development Representatives can expect annual on target earnings (OTE) of $80,000 to $100,000, with clearly defined opportunities for rapid growth and advancement. Upon graduation, our Account Executives typically see OTE in the $100,000-$150,000 range and our Senior Account Executives regularly earn $250,000+ annually. The Business Development Representative position is an in-office position for candidates within a commutable distance of our Irvine location. As a Business Development Representative you will: • Serve as a strategic advisor to small business owners, understanding their financial goals and offering tailored funding solutions, • Guide clients through the end-to-end funding process, from needs assessment to approval and funding, • Develop and manage a high volume pipeline of inbound and referral-based leads, • Bachelor's degree in Business, Business Administration or a related field (preferred), • Knowledge of financial services and capital solutions, • Strong sales acumen and the ability to effectively pitch products/services, • Excellent communication and negotiation skills with a client-first mindset, • Strong organizational skills and attention to detail, • Uncapped earning potential – Our top earners can expect to earn $250,000.00 plus, • Premium inbound leads – No cold calling, no guesswork — just qualified business owners looking for funding., • Ongoing professional training – We invest in your development through advanced sales training and financial education, • Leadership & growth opportunities – A clear path for career advancement in a fast-growing organization, • Recognition & rewards – Monthly bonuses, performance incentives, and elite company trips, • BBB-accredited, industry-respected brand We believe in your potential and are invested in your growth! APPLY TODAY, and let's achieve our goals together! Better Rise Capital 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 veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.

Job Description Job Title: Chief Financial Officer Location: Irvine, CA 92614 Salary/Payrate: DOE, bonus and AWESOME benefits!!! Work Environment: Hybrid (2 days WFH after ramp up) Term: Permanent / Fulltime Bachelor’s degree required: No Referral Fee: $2,000 - should your referral start with our client JOB DESCRIPTION #LI-SS1 Our client is a growing law firm is seeking a key member to join the leadership team, responsible for guiding the firm’s financial strategy, performance, and long-term sustainability. This role partners closely with executive leadership to ensure the firm’s financial health while supporting thoughtful growth, operational excellence, and sound decision-making. What does it take… The ideal candidate brings experience in a law firm environment (alternatively in a professional services environment), with a deep understanding of billing models, partner compensation structures, and the dynamics of previously owner-led professional organizations. This role requires comfort working with sophisticated equity partners and the ability to balance financial rigor with thoughtful communication. While law firm experience is strongly preferred, the firm will also consider candidates with senior financial leadership experience in complex professional services organizations (such as accounting, consulting, or architecture/engineering) where partnership economics and utilization-based revenue models closely mirror those of a law firm. Are you a proven leader with supervisory skills? • Directly manages the Controller, who oversees the day-to-day accounting and finance operations and an approximately 8-person finance and accounting team supporting an approximately 120-person law firm., • Provides mentorship, direction, and support to the Controller and finance leadership team., • Ensures the finance department is well-structured, appropriately resourced, and functioning smoothly., • Regularly evaluates whether the right people are in the right seats, supporting professional growth and accountability., • Fosters a collaborative, communicative, and EOS-aligned culture within the finance department. Core Responsibilities Strategic Financial Leadership • Serve as a trusted financial advisor to equity partners and executive leadership., • Lead strategic financial planning, forecasting, and long-range modeling., • Drive revenue optimization and profitability analysis by practice area, client, and attorney., • Partner with leadership on rate strategy, margin analysis, and sustainable growth initiatives., • Provide strategic oversight of firmwide tax planning and compliance, and serves as the primary liason with the firm’s external CPA and tax advisors to ensure proactive planning., • Support and/or identify potential acquisitions, including financial evaluation, modeling, and integration planning. Financial Reporting & Partner Communication • Prepare and present monthly financial reporting., • Provide clear explanations of performance against budget and key variances., • Develop easy-to-understand financial narratives translating financial data into business insights., • Lead partner compensation analysis, modeling, and scenario planning. Systems, Process & Infrastructure • Lead the transition from Coyote to SurePoint Practice Pro., • Lead implementation planning, data integrity, reporting alignment, and adoption as early adopter., • Ensure financial systems, processes, and internal controls scale effectively with firm growth., • Oversee firmwide budgeting, forecasting, and cash-flow management. EOS & Department Leadership • Lead rollout and ongoing use of EOS tools within the finance department., • Build clarity around Accountability Charts, Rocks, scorecards, and meeting rhythms., • Partner cross-functionally to support firmwide EOS goals and decision-making. Required Built for Success • Bachelor’s degree (B.A./B.S.) from four-year college or university or equivalent in Finance, Accounting, or related field required; MBA/CPA or similar credential preferred., • 10+ years of relevant experience., • Demonstrated ability to work with complex compensation structures and demanding ownership groups., • Proven success leading system implementations and organizational change., • Exceptional communication skills with ability to translate complex financial data clearly. Preferred Experience: • Senior financial leadership experience in a law firm or senior financial leadership experience in a complex professional services organization., • Highly experienced Controller ready to step into a CFO role with a strategic mindset., • Experience with EOS (Entrepreneurial Operating System) strongly preferred. Physical Requirements • There may be stressful conditions such as workloads and/or deadlines inherent in this position, • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards, • Must be able to sit, stand, stoop, kneel, crouch, crawl, and climb stairs on occasion; requires good manual dexterity and coordination to grasp, lift, touch or move objects, tools or controls; reach with hands and arms; balance; and hear; and taste and smell., • Must be able to lift and carry up to 25 lbs., • Must be able to talk, listen and speak clearly

Job DescriptionCompany Description Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart. We have earned, and continue to maintain, a strategic relationship with Microsoft. Recognized for our achievements - teaming with our clients to deliver innovative digital solutions and services - is how we have achieved year after year recognition. As their trusted advisor, we support our clients to deliver on their strategic business initiatives as they unify, automate, and modernize their data and operations to increase efficiency, reduce costs, and enhance their customer’s experience. Our over 3,000 team members across 14 countries, and our 18 years of 100% focus on Microsoft technologies and business applications, is how we deliver excellence through expert services and industry-focused cloud solutions. A part of Hitachi, Ltd., our company has a long and rich history of innovation, financial strength, and international presence of one of the world’s largest companies. Since 1910, Hitachi, Ltd. has been a leader in manufacturing innovative products and solutions that support industry and social infrastructure around the globe supported by 303,000 employees in over 100 countries and across 864 companies. Job Description VP, Business Services Domain (Microsoft D365 ERP and CRM) Strategic Imperative The Vice President, Business Services Domain is an executive role responsible for the strategic and operational leadership of the Business Services Domain (BSD) talent pool within the Hitachi Solutions Americas regional business unit. This position reports to the Senior Vice President, Americas Delivery Domain, and oversees multiple Domain Directors, each managing a specialized pool of consultants aligned to a specific Delivery Domain - Microsoft Dynamics 365 Customer Engagement (CE) and Microsoft Dynamics 365 Finance and Operations (F&O), Microsoft Dynamics D365 custom application solutions The VP drives organizational excellence in people management, workforce planning, delivery capability development, and performance across the BSD talent pool. This leader ensures that our teams deliver consistent, high-quality outcomes for clients while fostering a thriving, inclusive, and growth-oriented culture. The VP supports the overall vision for the Americas Delivery Domain and Hitachi Solutions Americas by fostering team growth, managing employee engagement, training, risk, and providing ongoing mentorship. Key Responsibilities: • Empower the Domain Directors (direct reports) to coach, mentor, and develop employees within the Domain through career development planning, performance management, and career path design., • Ensure there is role clarity and best practices within the domain specialty areas., • Ensure customer focus for all employees in the domain by coaching, mentoring, and providing feedback through the Domain Directors., • Partner with Human Resources to ensure effective hiring practices and appropriate staffing levels within the Domain., • Partner with Americas Resourcing Group to support centralized staffing in the Americas, • Ensure Domain Directors' accountability by establishing metrics for their employee management, skilling, utilization, capacity, and certifications, as well as their own development goals., • Champion Hitachi Core Values among department members, supporting our company’s DEI initiatives to ensure sustainable growth., • Partner with GDC Managers as it relates to project assignments and staffing., • Responsible for overseeing the mid-year and annual performance management process within the Domain., • Follow the established performance feedback process through employee recognition, rewards, and corrective action, with the assistance of Human Resources, when necessary., • Responsible for team performance and reporting on metrics, including utilization for the Domain., • Responsible for monthly Rhythm of the Business Reporting for BSD, • Lead strategic initiatives that support the Domain's goals as assigned.Qualifications, • 10+ years of experience in managing teams, with a proven ability to lead multiple people managers and their teams effectively., • Strong leadership skills with a focus on empowering and developing team members through coaching, mentoring, and career development. Excellent communication and interpersonal skills, enabling effective collaboration with HR and other stakeholders to ensure proper staffing and hiring practices., • Proven ability to establish clear role definitions and implement best practices within domain specialty areas., • Customer-focused mindset with the ability to instill the same focus within the team through regular coaching and feedback., • Strong analytical and organizational skills to set and monitor metrics, ensuring accountability and continuous improvement., • Commitment to promoting diversity, equity, and inclusion, and supporting company initiatives for sustainable growth., • Strategic thinking and problem-solving skills to partner effectively with GDC and Resource Managers on project assignments and staffing., • Experience in performance management, including providing constructive feedback, recognizing achievements, and implementing corrective actions when necessary., • Ability to analyze and report on team performance metrics, including utilization, to drive informed decision-making and continuous improvement., • Competencies:, • Continuous Learning., • Impact and Influence., • Client Focus., • Strategic Thinking., • Adaptability. Additional Information Why Join Hitachi Solutions? • Step into a high-impact role that builds upon a foundation of deep industry expertise., • Leverage your reputation and knowledge to drive innovation and transformation for leading organizations. Base Salary Pay Range*: USD/CAD $205k – USD/CAD $275k *The current applicable Base Salary Pay Range for this role is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills relevant to the role, internal equity, alignment with market data, or other law. Other Compensation / Benefit Overview In addition to Base Salary, the successful candidate may be eligible to participate in the following plans / programs, upon satisfying all hiring requirements: • Bonus Plan, • Medical, Dental and Vision Coverage, • Life Insurance and Disability Programs, • Retirement Savings with Company Match, • Paid Time Off, • Flexible Work Arrangements including Remote Work #REMOTE #LI-BA1 Beware of scams Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) domain email address regarding your application and interview requests. All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate.

Job Description Reports to: VP of Strategic Sales Location: Onsite, Irvine, CA About ConsumerDirect: At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve. Position Overview: The Account Manager – Strategic Accounts is responsible for managing and strengthening relationships with SmartCredit’s top strategic business partners, serving as their primary point of contact and trusted advisor. This position emphasizes exceptional account management through proactive engagement and a deep understanding of each partner’s goals, business processes, and performance. By identifying value-driven opportunities for relevant products, services, and marketing initiatives that align with partner needs, the Account Manager supports long-term partner success while prioritizing retention, satisfaction, and sustainable growth. Job Duties: • Collaborate closely with Strategic management team to develop and implement short-term, near-term and long-term partner goals and ensure alignment in partner strategy and execution, providing support and assistance as needed, • Coordinate regular meetings and check-ins with partners and internal stakeholders to review progress reports, identify performance deficiencies and improvement opportunities, • Work jointly with partners in creating strategies and formulating solutions that promote adoption and utilization of our product, • Serve as a liaison between partners and internal teams, facilitating communication and ensuring timely resolution of issues or inquiries, • Assist in the development of partner resources, including training, documentation, and best practices to support partner enablement and engagement, • Must have at least 5+ years of experience in Sales/Account Management (required), • Possess strong analytical skills to scrutinize performance data and communicate details to help partners understand customer behavior and identify opportunities for improvement and areas of excellence, • Must possess strong communication skills and professionalism focused on building long-standing relationships., • Strong knowledge of SmartCredit’s sales processes., • Open Time Off Policy, • Commissions paid monthly, • Paid Parental Leave, • Tuition Reimbursement, • LA Fitness Membership, • Monthly Catered Lunches, • Employer Sponsored Life Insurance and Long-Term Disability, • 401K Savings, • HMO/PPO/Vision/Dental Insurance Plans, • Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities., • Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA., • A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect., • Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.

Job DescriptionCompany Description Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart. We have earned, and continue to maintain, a strategic relationship with Microsoft. Recognized for our achievements - teaming with our clients to deliver innovative digital solutions and services - is how we have achieved year after year recognition. As their trusted advisor, we support our clients to deliver on their strategic business initiatives as they unify, automate, and modernize their data and operations to increase efficiency, reduce costs, and enhance their customer’s experience. Our over 3,000 team members across 14 countries, and our 18 years of 100% focus on Microsoft technologies and business applications, is how we deliver excellence through expert services and industry-focused cloud solutions. A part of Hitachi, Ltd., our company has a long and rich history of innovation, financial strength, and international presence of one of the world’s largest companies. Since 1910, Hitachi, Ltd. has been a leader in manufacturing innovative products and solutions that support industry and social infrastructure around the globe supported by 303,000 employees in over 100 countries and across 864 companies. Job Description Senior Director , Azure Solution Sales Location: US (Remote) Reports To: VP of Industry and Solution Sales Job Summary: Hitachi Solutions is seeking a visionary Senior Director of Solutions Sales and Strategy to architect and drive our Azure practice across North America. This strategic leader will be accountable for both our solution sales execution and our Azure solutions portfolio, ensuring we maximize customer value from the entire Azure ecosystem while delivering exceptional revenue growth. Leading a specialized team of pre-sales technical experts and solution sellers, you'll operate at the intersection of strategy and execution. You'll shape what we build, how we sell it, and how we position Hitachi Solutions as the premier partner for enterprises pursuing Azure-powered transformation. The ideal candidate is someone with market grounded thought leadership, solution selling vision and expert sales acumen who is passionate about defining how Hitachi captures the Azure opportunity, not just managing a sales team. Key Responsibilities: • Strategic Leadership:, • Develop and execute a comprehensive sales strategy for Azure Solutions across North America, aligned with Hitachi’s growth objectives and Microsoft’s customer base., • Lead a high-performing sales team of pre-sales technical sellers and solution specialists., • Strengthen relationships with Microsoft field teams and partner ecosystem to enhance alignment and business growth., • Revenue Growth:, • Drive revenue growth by identifying and pursuing opportunities within Microsoft’s North America customer base., • Establish and achieve ambitious sales goals, ensuring alignment with both Hitachi’s and Microsoft’s objectives., • Team Development:, • Recruit, mentor, and retain top sales talent., • Foster a collaborative, customer-focused, and results-driven team culture., • Provide ongoing coaching to ensure individual and team performance meets or exceeds expectations., • Microsoft Ecosystem Expertise:, • Maintain a deep understanding of the Microsoft Azure solution area, including Data and Analytics, Data Science, AI/ML, Security and Modern Solutions. Actively engage with Microsoft teams at all levels to align strategies and leverage opportunities within their customer base., • Customer-Centric Approach:, • Build and maintain strong relationships with North American customers, acting as a trusted advisor in their digital transformation journeys., • Champion customer success by delivering tailored, value-driven Azure solutions., • Industry Expertise:, • Leverage insights into diverse industries such as financial services, manufacturing, retail, healthcare, and more to drive solutions that address customer-specific challenges., • Global Awareness:, • While focused on North America, maintain awareness of global business practices to ensure strategic alignment with broader organizational objectivesQualifications, • Post-secondary degree/diploma in Business, Computer Science or a related discipline or work experience equivalent. 5 plus years’ experience in leading a sales team., • Strong and established Microsoft customer facing team relationships a plus strong written and presentation communication skills., • Ability to thrive in a dynamic and entrepreneurial environment and to work with a team. Additional Information Why Join Hitachi Solutions? • Step into a high-impact role that builds upon a foundation of deep industry expertise., • Leverage your reputation and knowledge to drive innovation and transformation for leading organizations. Base Salary Pay Range*: USD $170,000 – USD $230,000 *The current applicable Base Salary Pay Range for this role is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills relevant to the role, internal equity, alignment with market data, or other law. Other Compensation / Benefit Overview In addition to Base Salary, the successful candidate may be eligible to participate in the following plans / programs, upon satisfying all hiring requirements: • Bonus Plan, • Medical, Dental and Vision Coverage, • Life Insurance and Disability Programs, • Retirement Savings with Company Match, • Paid Time Off, • Flexible Work Arrangements including Remote Work #REMOTE #LI-BA1 Beware of scams Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) domain email address regarding your application and interview requests. All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate.

Job Description KTGY With strategic office locations across the U.S. and more than three decades of design leadership, KTGY brings together architecture, interior design, branded environments and urban design to realize innovative concepts for how people live. Guided by our core values of design, collaboration, care and partnership our teams realize solutions that make a positive impact for our clients, communities, individuals and the environment. We merge vision, research and our people-centric storytelling and design process to transform possibilities into thriving residential, retail, hospitality and mixed-use destinations. Job Title: HR Business Partner Role Overview The HR business partner (HRBP) position will contribute at both a strategic and hands-on level to develop and deliver talent strategies that support business/studio objectives. The successful HRBP acts as an employee champion and change agent. The role assesses and anticipates HR-related needs. Communicating needs proactively with our HR team and business management, the HRBP seeks to develop integrated solutions. The position serves as a consultant to management on human resource-related issues. The position formulates partnerships across the HR function to deliver value-added service to management and employees that reflects the business objectives of the organization. The HRBP maintains an effective level of business literacy about the business unit's financial position, its culture and its competition. The HRBP must exercise effective time management and awareness of impact on human resources deliverables and will conduct work within KTGY standards under the direction the HR Director. Key Job Functions • Oversee all levels of HR support for assigned studio(s)., • Partner with studio leadership to provide strategic people consultation including performance management, org planning, compensation planning, engagement, EDI, recruitment, retention and more., • Build trusted advisor relationships across all levels., • Partner with managers to resolve complex employee relations issues. Conducts effective, thorough and objective investigations., • Maintains in-depth knowledge of employment laws and HR compliance and counsels managers as needed., • Assist employees with benefits, LOAs (leave of absence), and workers compensation as needed., • Manages Performance Process (Annual Reviews, Monthly 1:1s, etc.), • Oversee Learning & Development initiatives, including the Employee Development Program., • Manage exit processes, including conducting voluntary exit interviews and involuntary termination meetings., • Collaborate with HR Operations, Payroll & Benefits and HRBP peers on HR team initiatives, • Work with HR Director of Human Resources on projects as assigned., • Participate as an active and contributing member of a team to achieve team goals and work cooperatively with other team members., • Consistently communicate status of projects, and deadlines., • Exercise discretion and confidentiality., • Ask questions when direction is unclear and/or to increase general understanding., • Display positive attitude about the work to be done, co-workers, clients, management, and firm policies., • Accurate and detail oriented, • Highly organized and able to balance multiple priorities, • Excellent oral and written communication skills, • Understanding and proficiency using the following software:, • MS Office, • 7 - 10 years of experience in an HR Generalist or HRBP role., • 4-year degree in human resources, business, or related field and/or combination of required education and experience., • Working knowledge of human resources concepts and laws. KTGY Perks - We Care About Your Health & Wellbeing Design What Works for You • Flexible healthcare plans that fit your needs, including an HDHP with company contribution to HSA, • Smile bright with company-paid dental and keep your vision sharp with covered eye care, • Find your perfect balance with our in-office hybrid work model, • Flexible Alternative Work Week options - design a schedule that works for you, • Your mental health matters: Free unlimited confidential counseling through our EAP, • Stay energized with wellness programs and resources, • Extra perks and benefits that extend to your family The wage range that the Company expects to pay is $105,000 - $130,000 annually.

Job Description BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. We’re seeking a Senior Project Manager with expertise in Transportation and Civil Infrastructure to help lead and build on our long-standing presence in Newport Beach, CA. This role is ideal for a California-licensed P.E. with 10+ years of experience who thrives in managing complex projects, mentoring teams, and building strong client relationships. You’ll oversee transportation initiatives from concept through completion, guiding strategy, execution, and stakeholder engagement while anchoring BKF’s leadership in public infrastructure across the region. Responsibilities • Lead design and project management efforts across a variety of transportation infrastructure projects, including roadway rehabilitation, new alignments, retaining walls, curbs, traffic improvements, wildlife crossings, highways, roundabouts, and multimodal corridors, • Coordinate with internal teams and external partners to deliver high-quality public infrastructure projects from concept through construction, • Navigate permitting processes, technical studies, and agency coordination to ensure smooth project delivery, • Apply a strong understanding of transportation design standards and regulatory requirements to guide project execution, • Mentor junior staff and contribute to team development through technical guidance and career support, • Represent BKF in client meetings, public forums, and industry events, serving as a trusted advisor to stakeholders, • Identify new project opportunities and actively participate in business development efforts, including proposal preparation and cross-selling services, • Bachelor’s degree in Civil Engineering, Transportation Engineering, or a related field, • Professional Engineer (P.E.) license in California is required, • Minimum 10 years of experience managing transportation civil infrastructure projects through the full lifecycle, • Proven success in business development, client relationship management, and strategic market positioning, • Strong leadership, communication, and mentoring skills, • Proficiency with project management tools, along with a strong background in design using AutoCAD/Civil 3D, • Willingness to travel between offices and client sites Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $140,00.00 - $198,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly., • Competitive salaries, end of year bonuses, profit sharing, and 401k., • BKF pays 100% of the premiums for medical, dental, and vision coverage and 50% for your dependents., • Generous vacation and sick time packages., • 8 Paid Holidays., • Flexible schedules., • Education reimbursement, Paid annual dues for professional and societal organizations. BKF Engineers does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF Engineers, BKF Engineers reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

Job Description Exciting Opportunity- Financial Services Professional Do you embody the following traits? • Competitive, • Creative, • Receptive to feedback, • Exceptional communicator, • Committed, • Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: • Medical, dental, vision, life, and disability insurance, • 401(k) and pension plans, • Sales incentives and recognition trips for top performers Compensation- In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension Responsibilities: • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country., • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings., • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives., • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor., • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Newport Beach, CA.Qualifications:, • Bachelor's degree preferred but not required., • Strong communication skills and the ability to build relationships are crucial attributes required for this position., • California Life & Health License (sponsored upon hiring)., • Securities Licensing (sponsored upon hiring)., • Applicants must have U.S. work Authorization to apply for this opportunity.About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud to be recognized by the following organizations • Fortune 2024: World's Most Admired Companies, • Handshake 2025: Early Talent Award, • Forbes 2024: America's Best Employers for Diversity, • Seramount: 2024 Best Companies for Multicultural Women

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job DescriptionWhy Great Gray Group & RPAG?RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients. At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The RoleGreat Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long-term client relationships. LocationThis position will work from our Las Vegas, NV or Aliso Viejo, CA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer. Responsibilities · Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.· Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.· Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.· Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.· Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.· Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.· Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.· Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.· Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.· Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.· Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction. Qualifications & Experience · Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.· Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.· Strong discovery, communication, and presentation skills with the ability to influence decision-makers.· Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.· Knowledge of the retirement or financial services industry is a plus.· Strong organizational skills and attention to detail.· Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.· Comfortable navigating ambiguity.· Entrepreneurial mindset to bring best practice ideas to the team.· Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative. Base Pay Range*$90,000-$125,000 *This base pay range is subject to change and may be modified in the future. The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of an early-stage, high-growth organization!· Hybrid work environment· Competitive compensation package including 401(k) with elective and non-elective match opportunities· Lifestyle spending allowance program· Medical, Dental, Vision Insurance· Employer-paid life and disability insurance· Generous paid time off program Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services. Equal Employment Opportunity PolicyGreat Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor. Accommodation StatementGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at:

Job Description Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions. We're strengthening our operations, refining our systems, and building a more cohesive, efficient experience across our brands. Our approach is grounded in transparency, strong operational foundations, and well-structured processes that support reliable execution and scalable growth. At Better Debt Solutions, we offer a performance-driven environment with strong earning potential and industry-leading training. Our program is built by a seasoned sales leader with over 25 years of experience and is designed to help you develop the communication, negotiation, and client-building skills needed to consistently succeed in debt relief sales. Why Join Us? • Unlimited Earning Potential – UNCAPPED commissions!, • Top Performers earn $20K - $40K+ Monthly! Average closers make $8K - $15K/month., • World-Class Sales Training - Learn elite sales & persuasion strategies from a top sales coach., • High-Intent Leads – NO Cold Calling! We invest in the best debt settlement leads so you can focus on closing., • Monthly Bonuses, SPIFFS & Incentives – Earn more, win prizes, and qualify for an annual company vacation!, • A Winning Culture – High-energy, empowering, and built for success., • Career Growth & Leadership Opportunities – We promote from within!, • BBB Accredited Company – A trusted name in debt settlement sales., • Guiding individuals and families toward financial freedom through our proven debt relief program., • Building strong relationships & becoming a trusted financial expert in the debt settlement space., • Using elite sales psychology & persuasion techniques to close high-value deals., • A relentless work ethic & a strong, success-driven mindset., • A coachable attitude, ready to apply elite sales strategies., • Goal-oriented and money-driven - You're hungry to control your paycheck., • A natural ability to connect with people & build trust quickly. APPLY TODAY & Let's Win Together! This is a salaried position with a guaranteed monthly draw of $4,300, paid semi-monthly as an advance against future earned commissions. Commission plans and structures are outlined in a written agreement provided upon offer of employment, as required by California law. This position is designated in-office, located in Irvine, CA. Must be willing to commute to the office Monday through Friday. Weekend shifts are voluntary once training is complete. #BDScareers01 Better Debt Solutions 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 veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.

Job Description This position reports on-site. Summary: The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives, manage the client’s portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of the organization for cross-selling relationship improvement opportunities to existing clients. The Wealth Advisor will be engaged in asset allocation, investment strategy, and financial planning solutions with clients and prospects using discretionary and independent judgment. Duties and Responsibilities: • Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, • Support Managing Directors in business development activities and in determining client wealth management needs, • Work with the Managing Director to maintain and build client relationships, • Work independently and alongside the Wealth Planning department to provide and present financial planning solutions for a high-net-worth client base, • Manage client requests, including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues, • Attend and participate in client and prospect meetings and conference calls with clients and the Managing Director, • Prioritize and take ownership of client post-meeting action items, • Document client correspondence utilizing the company CRM and maintain client databases according to firm processes and compliance requirements, • Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues, • Prepare investment proposals to address the complex needs of prospective clients, • Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their investment strategy., • Required to be familiar with investment solutions, trade rationale, and market activity, and be able to relay or answer client questions when necessary., • Responsible for working with the Trust Department to perform annual portfolio reviews., • Participate in department discussions to improve efficiencies and the client experience Geographic Location: Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • Bachelor’s degree and/or MBA required in Finance, • Series 65 required, • Minimum of 3-5 years of strong investment management experience, • Must have effective verbal and written communication skills, • Ability to interface effectively with all levels of personnel, • Must be able to multitask, often under pressure. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand and walk; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $70,000 - $120,000 at plan Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Customize financial plans for each client based on potential life changes and changing financial needs, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Bachelor’s degree in business administration, finance, or related field is required, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredAbout Company Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities • Prospecting for clients through referrals, personal observation and networking, • Developing and maintaining long-term relationships with clients, • Fact gathering and needs analyses to arrive at client-centric financial solutions, • Strong interpersonal skills and customer service focus, • Experience working with vlients virtually, • Market development/networking abilities, • Presentation and organization skills, • Strong work ethic, self-motivated and goal-oriented, • BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Newport Beach, CA and Virtual

Job Description Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 70+ locations and growing! Atwell, LLC is a proud recipient of the following 2024 awards: • Nine consecutive years in a row as a "Best Place to Work" (#16) by Zweig Group, • Recognized as #10 in the "Top 100 Fastest Growing AEC Firms" in the U.S. by Zweig Group, • Recognized as #71 in the ENR Top 500 Design Firms, ranked in every region., • Recognized in Crains "Fast 50" as one of the fastest-growing firms based in Michigan. Atwell is hiring a Senior Project Manager to lead land development projects and client relationships in our Costa Mesa office. You'll take on an existing book of business and be empowered to grow it. If you're a licensed PE with strong technical and leadership skills, and you're ready to take full ownership of your clients, projects, and team—this is your seat at the table. What You'll Do: • Lead a team of 6+ engineers delivering site development for single-family, multifamily, and build-to-rent projects, • Manage grading, stormwater design, permitting, and QA/QC, • Be the primary contact for clients—own communication, build trust, and expand relationships, • Oversee budgets, timelines, and deliverables across multiple projects, • Drive business development by identifying new opportunities and growing key accounts, • PE License (California required), • 8+ years in civil engineering with stormwater & land development experience, • Strong client-facing presence and relationship-building skills, • Experience with AutoCAD Civil 3D, ICPR, AGTEK, and BMP design, • A self-starter mentality with the confidence to lead independently, • Self-motivated and proactive, • A strong communicator and trusted advisor, • Client-focused and business-minded, • Results-driven and strategic, • Immediate impact—step into active projects and client relationships, • Long-term career growth into leadership or principal roles, • High-visibility projects across Southern California, • Flexible work culture and <20% travel #LI-BL1 Pay Range $145,000—$230,000 USD Atwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs. Work/Life: • Generous Paid Time Off, • Paid Parental Leave, • Flexible work schedules are available for some positions, • Competitive Compensation packages, • Annual bonuses, spot bonuses and peer recognition awards, • 401K match - 1:1 up to 4% of compensation, • Tuition Assistance, • Student Loan Repayment up to $25K, • Paid Licensing / Certification Fees and Renewals, • Financial Rewards for Obtaining Licensure, • Employee Referrals up to $5,000, • Annual Wellness Reimbursement up to $500 for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.), • Medical (BC/BS), Dental (Delta), and Vision (VSP), • Family Planning & IVF Benefits, • Pet Insurance, • Health Savings Account & Flex Spending Account options, • Employer paid LTD, STD, and life insurance, • Metlife Supplemental Benefits covering accident, hospitalization, and critical illness, • Member Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services

Job Description At New York Life, you are in control of your career journey. You can build and grow your practice with the support of a Fortune 100 company that stands as a leader in the financial services industry. As the largest mutual life insurance company in the United States, New York Life holds the highest financial strength ratings currently awarded to any U.S. life insurer. We are also proud to have more MDRT members than any other company, reflecting our long-standing experience in helping agents achieve meaningful success. What We Offer... A Wide Range of Products to Address Clients’ Needs With New York Life, you’ll have access to a wide range of products and services designed to meet the clients’ protection and financial goals. These include: • Life insurance, • Annuities, • Long-term care insurance, • Disability income insurance, • Investment products through our broker-dealer, NYLIFE Securities LLC (member FINRA/SIPC) If you choose to expand into wealth management, you may become a Financial Advisor with Eagle Strategies LLC, allowing you to offer advisory services, estate planning strategies, and business solutions. As a New York Life Agent, you’ll also have access to our Advanced Planning Group, a resource for designing solutions for large or complex cases. Flexibility In Managing Your Practice You’ll have the freedom to operate from one of our 100+ offices nationwide or work from a detached location. You can build your brand under the New York Life name or choose to market under your own DBA. At New York Life, you have the flexibility to structure your practice in the way that best serves the clients and aligns with your vision. Support and Development Opportunities To Grow Your Practice New York Life invests in you from the very beginning. You’ll have access to: • A dedicated product and development team focused solely on supporting your success, • An industry-leading learning platform for ongoing education and specialization, • Practice Models learning paths in Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning, and Business Planning, • Reimbursement opportunities for eligible professional designations, • Peer-to-peer support through study groups, mentorship, and collaborative communities How We Will Compensate You Your income potential is driven by your performance. In 2024: • The average income of agents under the N8 and N9 Agents’ Contract who met annual minimum production requirements was $120,555. For full details on commission-based income and benefits for financial professionals, visit: . About New York Life As a mutual company, New York Life is accountable solely to our policyholders—not to outside investors or Wall Street. This means our interests are completely aligned with yours. For over 180 years, we’ve helped generations of American families protect what matters most and reach their financial goals. Since 1854, we’ve paid dividends to eligible policyholders every single year—without exception. Looking ahead, we never stop innovating, always searching for new ways to deliver even greater long-term value to the people we serve. Awards & Accolades We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion in life insurance protection in force (includes term, whole, and universal life) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Compensation: $60,000 - $1,000,000+ Responsibilities: • Consistently reach and exceed your production goals, • Engage fully in all training opportunities, • Use digital tools effectively to support your success, • Commit to ongoing learning and personal developmentQualifications:, • Strong work ethic, • Financial acumen, • Integrity-driven, • Persuasive and confident, • Business mindset, • Resilient under pressure, • Goal-oriented, • Coachability, • Natural relationship builderAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Job Description Family Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with internal specialists and external advisors. The ideal candidate is a seasoned UHNW advisor ready to elevate their practice – an individual who values independence, prioritizes institutional-grade capabilities, and seeks the infrastructure and intellectual capital required to serve complex client needs. Location is flexible across our offices in Chicago, IL, Newport Beach, CA, and Carmel, IN, or remote for the right candidate. Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office headquartered in Chicago, IL, with $3.9 billion in Assets Under Advisement. We specialize in serving UHNW families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations. Key Responsibilities: • Serve as the primary advisor and relationship manager for UHNW families., • Build deep, multi-generational relationships rooted in trust, discretion, and continuity., • Conduct comprehensive family wealth assessments and develop multi-generational wealth transfer strategies., • Orchestrate comprehensive wealth management services including investment management, advanced tax planning, estate planning coordination, and family office services., • Collaborate with the Aaron Wealth Investment Team to develop sophisticated, bespoke investment strategies for client portfolios utilizing traditional and alternative asset classes, including private equity, venture capital, and derivatives., • Coordinate with clients’ existing advisory teams including tax professionals, estate attorneys, family office staff, and investment bankers., • Lead family meetings and facilitate generational wealth transfer discussions., • Provide guidance on complex family governance, philanthropic planning, and next-generation wealth education., • Maintain strict confidentiality and discretion in all client matters., • Stay current on tax law changes, regulatory developments, and sophisticated investment strategies., • Successfully transition an existing book of UHNW clients to Aaron Wealth Advisors., • Identify and cultivate new client relationships through referrals and strategic networking., • Bachelor’s degree in Finance, Business, Economics, or related field; Advanced degree preferred., • CFA®, CFP®, or similar advanced professional designation preferred., • Minimum 10 years’ experience specifically servicing UHNW clients ($25M+ investable assets)., • Proven track record of managing complex, multi-generational family relationships., • Deep expertise in investments, tax-efficient strategies, and estate planning coordination., • Experience with family office operations and multi-family offices services preferred., • High emotional intelligence and exceptional communication skills with ability to present complex strategies to sophisticated clients., • Established relationships with centers of influence serving UHNW families (estate attorneys, tax professionals, investment bankers)., • Entrepreneurial mindset with a desire to operate on an independent platform., • Impeccable ethical standards and commitment to fiduciary responsibility., • Independent Platform: Freedom to serve clients without product bias or institutional constraints., • Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives., • Collaborative Culture: Work alongside accomplished professionals with deep expertise., • Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals., • Sophisticated Client Base: Engage with some of the most influential families in the country., • Impactful Work: Help families preserve wealth, protect values, and empower future generations., • Advanced Tools: Advanced technology platforms designed for complex wealth management., • $150,000-$500,000+ Total Compensation (including bi-monthly draw and quarterly commissions), highly competitive compensation structure with significant performance upside potential., • Generous benefit package including: 401(k), 401(k) employer match, health, vision, dental, insurance, professional development reimbursement, unlimited PTO, and more. Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job DescriptionAbout the University We are a private, faith-based institution committed to academic excellence and spiritual formation. We are a Christ-centered learning community that seeks to cultivate intellectual curiosity, cultural engagement, and a life of purpose. Our Finance Office plays a critical role in stewarding the resources that support this mission. Position Overview We are seeking a Budget Manager with higher education experience to join our Finance team. This position is a rare opportunity to be mentored over several months by our outgoing Senior Budget Manager, who is retiring after 15 years of faithful service. The selected candidate will work closely with them to learn all aspects of budget development and financial operations, with a full transition of responsibilities in January 2026. The Budget Manager will lead institutional budgeting efforts, conduct financial analysis and forecasting, prepare regular and ad hoc reports, and serve as a key advisor to department heads across campus. Success in this role requires strong interpersonal skills and a collaborative mindset. Key Responsibilities * Partner with departments across the university to develop, monitor, and refine annual and long-term budgets * Analyze financial trends and provide data-driven recommendations to support strategic initiatives * Prepare monthly, quarterly, and annual financial reports, dashboards, and variance analyses * Lead forecasting and scenario planning exercises, maintaining alignment with the university's mission and priorities * Support grant and endowment fund budgeting and reporting * Mentor and train finance staff in budgeting tools and processes * Facilitate financial training and workshops for non-financial managers across campus * Ensure compliance with internal policies and external regulations related to financial management QualificationsRequired: * Bachelor’s degree in Finance, Accounting, Business, or a related field * 3–5+ years of experience in budgeting/financial analysis within a college or university * Advanced Excel and financial modeling skills * Strong interpersonal and communication skills; ability to translate complex financial data into accessible insights * Proven ability to work cross-functionally and build trust with diverse stakeholders

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: • Ideally, 1-2+ years of sales or business development experience, • Local natural market & strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-person, • Office

Job DescriptionCompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants. We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S. The Role: Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems. This could mean leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or helping a global investment manager modernize client reporting. This role is ideal for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies. You’ll act as a trusted advisor to senior leaders while rolling up your sleeves to deliver solutions that stick.What You'll Do • Conduct business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions., • Lead workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions., • Drive process optimization and operating model redesign to improve efficiency, effectiveness, and regulatory compliance., • Guide clients from ideation through implementation of new systems, reporting tools, or operational workflows, with a focus on user adoption and sustainable change., • Partner with technology teams to ensure business needs are reflected in system design and implementation., • Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes.What You'll Bring, • 6+ years of consulting or industry experience in business transformation, solution design, or process optimization., • Strong background in business process design, change management, and transformation initiatives., • Proven ability to manage stakeholders and communicate effectively with cross-functional teams and senior leaders., • Experience working with or alongside technology teams, with comfort in bridging business and technical needs., • Familiarity with data-driven decision-making and how data informs process design., • Knowledge of financial products (derivatives, equities, fixed income, FX, commodities, etc.) and or relevant industries such as investment banking, custody, fund administration, or asset management., • A track record of delivering complex projects where organizational adoption was critical to success.Benefits, • Competitive salary with performance-based bonus, • PTO, holidays, and sabbatical program, • Health, dental, vision, and life insurance, • Retirement plan with company match from day one, • Learning and professional development support

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description Company Overview National Life Group is one of the leading providers in the financial services industry, specializing in insurance and Investments. We are dedicated to helping our clients navigate their financial futures with confidence and integrity. Summary As a Financial Advisor at National Life, you will play a vital role in providing clients with tailored investment solutions that meet their unique needs. This position is essential to our mission of delivering exceptional service and support to our clients as they secure their financial well-being. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Network and build relationships with new and existing client base Requirements: • Proven experience in sales, preferably in the insurance or financial services industry., • Strong communication skills, both verbal and written, to effectively interact with clients., • Ability to analyze data and make informed recommendations based on client needs. Job Type: Full-time - Commission Based Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance, • Work from home Work Location: Hybrid remote in Irvine, CA 92614 Ability to Commute: • Irvine, CA 92614 (Preferred) Company DescriptionNational Life Group is a financial services company founded in 1848 that specializes in life insurance, annuities, retirement planning, and investment products. With a mission rooted in the values “Do good. Be good. Make good,” the company emphasizes purpose-driven service and community impact. It operates nationwide and is known for its strong financial stability, earning high ratings from agencies like A.M. Best and the Better Business BureauNational Life Group is a financial services company founded in 1848 that specializes in life insurance, annuities, retirement planning, and investment products. With a mission rooted in the values “Do good. Be good. Make good,” the company emphasizes purpose-driven service and community impact. It operates nationwide and is known for its strong financial stability, earning high ratings from agencies like A.M. Best and the Better Business Bureau

Job Description Craft a career centered on helping people secure their long-term financial well-being. In this role, you’ll support clients through major life transitions—from funding their children’s education to handling mortgage and healthcare expenses, and ultimately preparing for retirement. Whether you’re launching a new path, expanding your current practice, or building your career from scratch, you’ll have access to extensive training, robust resources, and a wide range of products designed to fuel your success. As a Financial Advisor, you’ll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential—while making a real difference as you guide individuals through every phase of their financial lives. What You Will Receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Attend virtual and in-person training to enhance financial expertise., • Develop client relationships and provide tailored financial strategies., • Engage in structured coaching, mentorship, and training programs., • Ensure compliance with financial industry standards and licensing requirements., • Utilize marketing tools and resources to grow your client base.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US., • Demonstrated leadership or a proven track record of success.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:45am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking AND consumer lending experience) Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus

Lateral-US/job/San-Clemente/Financial-Solutions-Advisor---South-OC_25044965). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Financia

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. At least three years' experience workin

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

Bank Of America Financial Advisor. Recommends financial advice and guidance that align with client financial goals and needs. Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings t

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

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

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Has

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

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

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

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the custome

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and