Trabajos financial advisor en Ontario, CaliforniaCrear alertas

Job Description This is a remote position. PSC Software, a division of PSC Biotech, is a leading provider of cutting-edge, cloud-based quality management and regulatory compliance solutions. Our software helps organizations streamline processes, ensure compliance, and improves overall efficiency, delivering exceptional value to our clients. With specialization in meeting the needs of pharmaceutical, medical device, and other highly regulated industries. At PSC Software, we are passionate about providing innovative software solutions that empower businesses to achieve their full potential. The Experience With operations spanning the globe and featuring a multicultural team, PSC Biotech® is passionate about bringing the best and brightest together to form something truly special. When you make the decision to join our team, you will be offered the ability to feel inspired in your career, explore your professional passions, and work alongside a group of people who will value and nurture your talents. We are firm believers in coaching and developing the next generation of industry leaders and influencers. As such, you will not only be offered a compensation and benefits structure that rewards you but also be provided with the tools that will help you grow and learn. At PSC Biotech®, it’s about more than just a job—it’s about your career and your future. Your Role The role as a Software Sales Manager and is pivotal in ensuring customer satisfaction, driving platform usage, and supporting overall business growth. In addition to managing customer relationships and adoption, this role provides frontline sales leadership, coaching, and performance oversight for the sales/account management business functions. This role requires a strong combination of customer relationship management, technical expertise, analytical skills, and leadership capability, with a focus on increasing user engagement, retention, and team performance. Revenue Ownership & Sales Leadership: • Own achievement of team revenue objectives, including new business acquisition, renewals, expansion revenue, and customer retention targets., • Drive predictable revenue growth through effective pipeline management, forecasting, and execution. Own monthly, quarterly, and annual revenue forecasts, proactively communicating risks, opportunities, and mitigation plans to executive leadership., • Lead, mentor, and develop Account Executives and Account Managers to maximize individual and team performance., • Establish clear performance expectations, goals, and accountability measures aligned with company objectives., • Conduct regular one-on-one coaching sessions, performance reviews, and career development discussions., • Develop talent pipelines and succession plans to support organizational growth., • Address performance challenges through timely coaching, development plans, and corrective action when necessary., • Foster a high-performance, customer-focused sales culture built on accountability, collaboration, and continuous improvement. Customer Retention & Strategic Account Management: • Develop and maintain strong relationships with key Customer Stakeholders, ensuring a deep understanding of their business objectives, challenges, and success criteria., • Proactively identify and mitigate customer risks while partnering with Customer Success and Support teams to drive satisfaction and long-term retention., • Participate in executive-level customer meetings, renewal discussions, business reviews, and strategic account planning sessions., • Build and maintain account growth plans that identify retention risks, adoption opportunities, and expansion potential. Platform Adoption & Usage Growth: • Drive customer adoption and value realization by monitoring and promoting key engagement metrics, including user growth, active users, platform utilization, quote activity, and AI feature usage., • Identify opportunities to expand platform value within customer accounts and partner with customers to maximize business outcomes., • Establish adoption benchmarks and monitor account-level usage trends to identify retention risks and growth opportunities., • Collaborate with customers to develop action plans that increase adoption, improve operational outcomes, and maximize return on investment. Sales Leadership & Coaching: • Provide strategic coaching and support to Account Executives and Account Managers to improve sales effectiveness, customer outcomes, and revenue performance., • Support new customer acquisition efforts through deal coaching, opportunity strategy, negotiation support, and sales process execution., • Conduct regular pipeline, account, and forecast reviews to ensure alignment with revenue objectives and business priorities., • Reinforce best practices in prospecting, customer engagement, solution positioning, value-based selling, and account growth., • Support onboarding and continuous development of team members through training, mentoring, shadowing, and feedback., • Serve as the primary escalation point for complex sales, customer, and account-related issues., • Monitor pipeline health, opportunity progression, sales cycle effectiveness, and forecast accuracy across the organization., • Ensure sufficient pipeline coverage and opportunity generation to achieve revenue targets., • Maintain awareness of competitive solutions and coach team members on competitive positioning and differentiation strategies. Metrics Reporting & Performance Management: • Develop and maintain reporting on key performance indicators, including revenue attainment, customer retention, platform adoption, account health, pipeline coverage, forecast accuracy, and expansion opportunities., • Deliver weekly, monthly, and quarterly performance reporting to Senior Leadership., • Ensure CRM data integrity and consistent documentation of customer interactions, opportunities, forecasts, and account activities., • Assess and report account health, customer risk factors, retention forecasts, and expansion opportunities on a monthly and quarterly basis., • Analyze trends, identify causes of performance challenges, and recommend corrective actions to improve business outcomes. Product & Solution Expertise: • Maintain a deep understanding of the software platform, its capabilities, and its application within the wholesale distribution industry., • Leverage product expertise to support solution positioning, customer adoption, and revenue growth initiatives., • Partner with Product, Customer Success, Marketing, Implementation, and Support teams to communicate customer feedback, improve customer outcomes, and influence future product enhancements. Customer Business Process Discovery: • Develop a thorough understanding of customer business processes, workflows, operational challenges, and strategic goals., • Tailor recommendations and solution strategies to align with each customer's unique business requirements and objectives., • Identify opportunities to improve customer efficiency, productivity, and overall business outcomes through expanded platform utilization. Customer Enablement & Adoption: • Develop and share best practices, training materials, and educational content that help customers maximize value from the platform., • Conduct training sessions, webinars, workshops, and customer education initiatives to improve adoption and proficiency., • Collaborate with internal teams to improve customer onboarding and enablement programs. Industry Knowledge & Market Awareness: • Maintain awareness of industry trends, market developments, competitor offerings, and emerging technologies., • Share relevant insights with customers and internal teams to support innovation, customer success, and competitive differentiation., • Serve as a trusted advisor by connecting industry best practices to customer business objectives., • Provide market and customer feedback to leadership to support product strategy, go-to-market initiatives, and organizational planning. Customer Engagement & Satisfaction: • Ensure proactive and consistent executive and operational engagement across customer accounts through structured communication and business review processes., • Monitor customer satisfaction metrics and feedback, taking appropriate action to address concerns and improve customer outcomes., • Partner with internal teams to resolve customer issues and ensure a positive customer experience. Performance Tracking & Accountability: • Track progress toward individual, team, and organizational objectives using clearly defined performance metrics., • Develop and maintain customer and team scorecards that measure key success indicators and support data-driven decision-making., • Regularly review performance results and implement improvement plans where necessary. Travel: • Travel as needed to customer sites, industry events, and company meetings to support revenue growth, customer retention, and strategic relationship development. Requirements • Bachelor’s Degree or equivalent experience., • 7+ years in SaaS direct sales leadership and customer success in life sciences/pharmaceutical regulatory industries., • Customer-centric attitude with a passion for helping customers succeed and delivering exceptional service., • Strong learning mindset with ability to deeply understand software and pharmaceutical regulatory environments., • Organizational skills with strong time management and prioritization abilities., • Excellent written and verbal communication skills., • Technical proficiency with CRM systems, data analysis tools, and new technologies., • Knowledge of eQMS market and regulatory/compliance frameworks for life sciences is a plus., • Prior experience in coaching, mentoring, or leading sales/account teams is strongly preferred. Demonstrated Competencies: • Proactive and Self-Motivated: Ability to work independently with a focus on achieving measurable results., • Performance Tracking & Accountability: Precision in tracking and reporting on metrics that impact customer satisfaction and business growth., • Curiosity and Learning: An eagerness to learn and grow, both in terms of product knowledge and industry expertise., • Resilience: Ability to handle setbacks or challenges with a positive and solution-oriented mindset., • Proven record of delivering high quality presentations and business proposals/contracts under tight timelines., • Highly organized in planning and time management, with the ability to multi- task. BenefitsOffering a full suite of benefits, PSC Biotech™ is firmly focused on diligently investing in our employees who enable our company to fulfill our mission and achieve success. We want to promote balance, so you not only enjoy your work, but also have the time and resources to live your life happy and healthy. • Medical, Dental, and Vision - PSC pays 100% of all qualifying employee medical premiums and 50% for qualifying dependents, • Insurance options for Employee Assistance Programs, Basic Life Insurance, Short/Long Term Disability and more., • 401(k) and 401(k) matching, • PTO, Sick Time, and Paid Holidays, • Education Assistance, • Pet Insurance, • Membership discounts and other perks/services at qualifying gyms like Anytime Fitness, 24-Hour Fitness, and more, • Financial Perks and Discounts Adhering to the requirements of State laws on salary transparency, the salary bracket for this role is set between $140,000 - $160,000 annually. The salary offered may be adjusted based on various factors such as the applicant's qualifications, skills, and professional experience. Additional compensation: This position is eligible for commission pay and commission is a component of the total compensation package. Equal Opportunity Employment Statement PSC Biotech is committed to a policy of Equal Employment Opportunity with respect to all employees, interns, and applicants for employment. Consistent with this commitment, our policy is to comply with all applicable federal, state and local laws concerning employment discrimination. Accordingly, the Company prohibits discrimination against qualified employees, interns and applicants in all aspects of employment including, but not limited to: recruitment, interviewing, hiring (or failure or refusal to hire), evaluation, compensation, promotion, job assignment, transfer, demotion, training, leaves of absence, layoff, benefits, use of facilities, working conditions, termination and employer-sponsored activities and programs, including wellness, social and recreational programs. Employment decisions will be made without regard to an applicant’s, employee’s, or intern’s actual or perceived: race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, genetic information, or any other status protected by law. #LI-RW1

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Employee discounts Junior Financial Advisor in trainingZapata Private Wealth Group

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your 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: $50,000 at plan earnings Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Bachelor’s degree in business administration, finance, or related field is required, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital About Company The Erika Grant Team with Primerica is a leading financial services company focused on helping families make confident financial decisions. We specialize in life insurance, debt solutions, and long‑term financial planning, offering simple, easy‑to‑understand products that support real people in building financial security. Our mission is to empower families through education, personalized guidance, and accessible financial tools. We stand out because we invest in developing our agents, provide flexible career paths, and offer a supportive team environment built on mentorship and growth. Primerica is a strong fit for individuals who want meaningful work and the opportunity to make a positive impact in their community.

Job Description We are seeking a highly organized and proactive Executive Assistant to work directly alongside a Financial Advisor, providing personalized administrative and operational support. This position is centered around partnering with one advisor rather than supporting an entire office, making it an ideal opportunity for someone who enjoys building strong working relationships and helping others stay productive and organized. As the advisor's primary support person, you'll help coordinate daily activities, manage client communications, oversee scheduling, and keep important projects and follow-up tasks moving forward. Your attention to detail and ability to anticipate needs will play a vital role in delivering an exceptional client experience while allowing the advisor to focus on serving clients. If you're someone who enjoys staying organized, communicating professionally, and taking ownership of responsibilities, this role offers an excellent opportunity to grow within the financial services industry. Position Type: Full-Time or Part-Time (Flexible Based on Availability) Compensation: $74,500 Responsibilities: • Manage and maintain client tracking systems, spreadsheets, and internal databases to ensure information remains accurate and current, • Contact insurance carriers and financial institutions to obtain updates regarding applications, underwriting, policies, and service requests, • Coordinate appointment scheduling while managing the advisor's calendar to maximize productivity, • Send appointment reminders, confirmations, and follow-up communications through phone, email, and text messaging, • Monitor outstanding cases and tasks, ensuring deadlines are met and next steps are completed promptly, • Record thorough notes from conversations with clients, carriers, and business partners to maintain organized documentation, • Assist with preparing materials, gathering information, and completing administrative tasks that support client meetings, • Help maintain efficient office operations by organizing workflows, prioritizing assignments, and supporting day-to-day business activities Qualifications: • Excellent verbal and written communication skills with a professional and courteous demeanor, • Comfortable speaking with clients, insurance companies, and business partners by phone and email, • Experience using Microsoft Excel, Google Sheets, or similar spreadsheet software, • Strong organizational skills with exceptional attention to detail, • Ability to manage multiple responsibilities while maintaining accuracy and meeting deadlines, • Self-motivated, dependable, and capable of working independently with minimal supervision, • Strong problem-solving skills and the ability to adapt in a fast-paced environment, • Interest in financial services and a willingness to learn new systems, processes, and industry knowledge About Company Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships. We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.

Job Description We are looking for a motivated and service-driven Customer Care Specialist to join our growing financial services team. In this role, you will work closely with a Financial Advisor to provide an outstanding client experience from the first interaction through ongoing account support. As one of the primary points of contact for clients, you'll help ensure every client feels informed, valued, and well cared for. Your responsibilities will include coordinating appointments, managing client communications, assisting with administrative processes, and supporting clients throughout various stages of their financial planning journey. The ideal candidate is organized, personable, and enjoys helping others. You'll communicate with clients by phone, email, text, virtual meetings, and occasionally in person while ensuring every interaction reflects professionalism and exceptional customer service. This position is an excellent opportunity for someone who wants to build a career in financial services, strengthen client relationship skills, and grow within a supportive, team-oriented environment. Employment Type: Full-Time or Part-Time (Flexible Scheduling Available) Compensation: $68,500 Responsibilities: • Maintain accurate client records, spreadsheets, and internal tracking systems, • Contact insurance carriers and financial institutions to obtain policy updates, underwriting status, and application progress, • Coordinate client appointments, confirmations, reminders, and follow-up communications, • Assist in managing the Financial Advisor's calendar and daily scheduling, • Monitor outstanding client requests and help ensure timely completion, • Record detailed notes from conversations with clients and service providers, • Support the onboarding process by collecting required information and preparing client paperwork, • Participate in client meetings when appropriate and assist with post-meeting action items, • Continue developing knowledge of financial products, planning strategies, and client service best practices, • Assist with office operations and administrative projects that improve efficiency and client satisfaction Qualifications: • Strong verbal and written communication skills, • Comfortable making and receiving professional phone calls, • Working knowledge of Microsoft Excel or Google Sheets, • Excellent attention to detail and organizational skills, • Reliable, professional, and able to work independently, • Ability to prioritize multiple tasks in a fast-paced environment, • Interest in financial planning, insurance, or wealth management, • Coachable with a desire to develop new skills and take on additional responsibilities over time About Company Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships. We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.

This position requires you to have a state phlebotomy license. (Quest does not accept NHA licenses in CA, WA, NV). Phlebotomist II Site Lead - Rancho Cucamonga, CA, Monday to Friday, 8:30 AM to 5:30 PM, with rotational weekends Pay range: $23.70 - $26.20 / hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: • Day 1 Medical, supplemental health, dental & vision for FT employees who work 30+ hours, • Best-in-class well-being programs, • Annual, no-cost health assessment program Blueprint for Wellness, • healthyMINDS mental health program, • Vacation and Health/Flex Time, • 6 Holidays plus 1 "MyDay" off, • FinFit financial coaching and services, • 401(k) pre-tax and/or Roth IRA with company match up to 5% after 12 months of service, • Employee stock purchase plan, • Life and disability insurance, plus buy-up option, • Flexible Spending Accounts, • Annual incentive plans, • Matching gifts program, • Education assistance through MyQuest for Education, • Career advancement opportunities, • and so much more! Represents the face of our company to patients who come to Quest Diagnostics, both as part of their health routine or for insights into life-defining health decisions. The PSR II Site Lead draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures. The PSR II Site Lead has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner. This role will direct daily activity at a Patient Service Center (PSC) or In-Office Phlebotomy (IOP) and could also lead one or more PSR on site. The PSR II Site Lead will demonstrate Quest Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information. Successful applicants may be assigned to a doctor's office, a patient service center, in a house call environment, long term care or as business needs dictate. • Collect specimens according to established procedures. This includes, but not limited to: drug screens, biometric screening and insurance exams., • Administer oral solutions according to established training., • Research test/client information and confirm and verify all written and electronic orders by utilizing lab technology systems or directory of services., • Responsible for completing all data entry requirements accurately including data entry of patient registration; entry of test order from requisition or pulling order from database; managing Standing Orders., • Enter billing information and collect payments when required, including the safeguarding of assets and credit card information., • Data entry and processing specimens including labeling, centrifuging, splitting, and freezing specimens as required by test order., • Perform departmental-related clerical duties when assigned such as data entry, inventory, stock supplies, and answer phones when needed., • Read, understand and comply with departmental policies, protocols and procedures: (i.e. Procedure Manuals, Safety Manual, Compliance Manual, Automobile Policies and Procedures, Employee Handbook, Quality Assurance Manual); and ensure that all staff members follow instructions., • Perform verification of patient demographic info/initials including patient signature post-venipuncture to verify tubes were labeled in their presence and that the name on the label is correct., • Assist with compilation and submission of monthly statistics and data., • Maintain all appropriate phlebotomy logs in a timely manner and based on frequency, such as maintenance logs and temperature logs., • Complete training courses and keep up-to-date with the latest phlebotomy techniques., • Travel to Territory Manager meeting if held off-site or off normal shift., • Participate on special projects and teams., • Stay up to date on company communications and assist with the distribution of technical information to the work group., • Perform Point of Care (POC) testing at those sites where needed and the complete training/competency evaluations per Standing Operating Procedure (SOP)., • With appropriate training, act as mentor and resource for new employees, assisting with transition into the PSC work environment and the familiarity with established procedures., • Assist with periodic inventory counts, report shortages and problems to group leader or supervisor as they occur., • Assist with the preparation of schedules for the assigned workgroup or PSC's., • Communicate professionally with clients to resolve or refer, and document problems, prepare problem documentation and report critical issues as they occur., • Ensure staff is following all safety precautions by wearing a clean, button lab coat, gloves and face shield when required., • Assist supervisors with the implementation of SOPs for phlebotomy services in accordance with Quest Diagnostics guidelines., • Ensure facilities are neat, clean and in good repair, takes appropriate action to advise Group Leader or Supervisor of required repairs and maintenance., • Will be required to act as a coach, mentor, instructor and resource advisor for new employees, as well as be the point of contact to staff on-site and provide regular input to the group lead or supervisor. Required Work Experience: • Three years phlebotomy experience required, inclusive of pediatric, geriatric, and capillary collections., • Keyboard/data entry experience., • Flexible and available based on staffing needs, which includes weekends, holidays, on-call and overtime., • Must have reliable transportation, valid driver's license, and clean driving record, if applicable., • Travel and flexible hours required to work multiple locations and required to cover at Patient Service Center/Mobile/Long-Term Care/In-Office Phlebotomy locations with minimal notice. Preferred Work Experience: • Minimum 2 years in a Patient Service Center environment preferred., • Customer service in a retail or service environment preferred Physical and Mental Requirements: • Lift light to moderately heavy objects. The normal performance of duties may require lifting and carrying objects. Objects in the weight range of 1 to 15 pounds are lifted and carried frequently; objects in the weight range of 16 to 25 pounds are lifted and carried occasionally and objects in the weight range of 26 to 40 pounds are seldom lifted and carried. Objects exceeding 41 pounds are not to be lifted or carried without assistance., • Must be able to sit or stand for long periods of time; requires long hours of eye and hand coordination., • Must be able to perform repetitive tasks with dominant hand frequently to constantly throughout the day., • Position requires travel., • Extensive use of phone and PC., • Fine dexterity with hands/steadiness., • Talking., • Walking., • Balancing., • Bending/kneeling., • Pushing/pulling., • Reaching/twisting. Knowledge: • Committed to all Quest Diagnostics Policies & Procedures including Company dress code, Employee Health & Safety, and Quest Diagnostics Everyday Excellence Guiding Principles., • The position requires the ability to effectively communicate in English. Skills: • Ability to provide quality, error-free work in a fast-paced environment.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads., • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered . Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications : • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education : • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience, and potential you could bring to CHANEL. Be an essential part of our expanding Fragrance & Beauty community at CHANEL "the ultimate House of Luxury." As a Fragrance & Beauty Advisor, you are the ultimate CHANEL brand ambassador. You lead by example and treat each guest with the upmost respect, ensuring each feels welcome, confident and at ease. You have an emotional intelligence - the ability to develop strong, long-lasting relationships and the intuition to provide consistent and extraordinary experiences for both internal and external clients. • Successfully provide superior service to every client, every day through the CHANEL service ritual., • Deepen client relationships and loyalty through personal connection and building trust, • Contribute to build the business by achieving sales targets, using all levels such as product, services, and data capture to loyalize, recruit and retain clients, • Attend seasonal seminars hosted by Education Executives and utilize the Inside Beauty learning application on a daily basis to implement all learnings into your day to day., • Uphold an omni-channel mindset to directly benefit the client, producing a seamless experience from in-store to online and vice versa, • Address and successfully resolve client situations according to company philosophy and standards. Partner with the appropriate teams as needed, • Understand the details of upcoming events and involve each client through introduction and demonstration, • Have solid knowledge of the Brand, its heritage and know-how, and share it with the clients as well as the team, • Know and understand the business challenges, client needs and the surrounding market., • Ensure that the work area is clean, tidy, hygienic, and professional at all times; knows and respects Visual Merchandising guidelines, • Have a positive attitude, communicates with the team and the manager on a regular basis and has the sense of ethics and integrity, • Treat others with respect, acknowledges cultural differences, and is willing to learn from those differences You are energized by: • Being service oriented, expressing genuine concern for customer's needs, • Being an excellent listener and eager learner, • Flexible: adaptable to scheduling changes, new ideas and direction, • An enthusiastic team player, • Confident and professional, striving for excellence in all you do What you will bring to the team: • Ability to thrive in a team environment and work collaboratively, • Understanding of, and passion for client experience, • Excellent communication skills, • Foreign language skills are preferred but not required, • Passion for the House of CHANEL, its history, product offerings, and commitment to social and cultural initiatives, • Curiosity and desire to learn and grow professionally within the world of CHANEL Position Logistics: • Articulate, knowledgeable and passionate about both cosmetics and fragrance, • Artistry skills and direct Brand experience preferred, • Passion for CHANEL Beauty products, • Ability to lift up to 5 lbs. and stand for extended periods of time, • Front of House: Full-time in-store and in-person presence required to support client sales and client service deliver elevated client service to drive business results Compensation: • The anticipated base range for this position is $24.30 through $30.23 hourly. Base hourly is one component of the total compensation for this position. Other forms of variable pay may be offered for this position. Other components may include bonus potential, benefits, and/or perks Benefits and Perks: • Wellbeing resources include dedicated paid time off for wellbeing (Wellbeing Days in Retail) and a Wellbeing fund, • Family and care giving benefits (inclusive of parental leave, fertility support, MilkStork, and Care.com Membership), • Generous paid time off policies to include vacation, holiday, sick and volunteer days, • 401K and other incentives, • Robust healthcare offerings; medical, dental, vision, MDLIVE (virtual care), One Medical, Flexible Spending Accounts (Health Care & Dependent Care), Health Savings Account and Employee Assistance Program, • Life insurance, Accidental Death & Dismemberment, Short Term Disability, Long Term Disability, Health Advocate, International Business Travel Accident & Medical, and Commuter Transit & Parking Additional Information: • CHANEL is a private company whose values are grounded in creating the conditions for people to perform at their best and feel fulfilled and confident in their work. We offer a unique work environment where individuals are encouraged to better understand the brand, the business, and motivations, so that together we can unlock the possibilities of growth. This is reflected in:, • Diversity and Inclusion: At CHANEL, we are intentional in promoting Diversity & Inclusion. We foster respect, empathy, and dignity for all. We believe strongly that the diversity of our people across the full spectrum of human differences is essential to our organisation and the connections we have with each other and our clients., • We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support., • CHANEL Community: CHANEL Community empowers our employees to channel their passions, talents and sense of purpose to contribute to and learn from our communities., • Employees are encouraged to take time off annually to volunteer through CHANEL Community. CHANEL also matches employee donations to select charitable organizations., • Sustainability: CHANEL Mission 1.5 is our climate action plan. It is focused on transforming the business in line with the ambitions of the Paris Agreement on climate change to limit the average global mean temperature increase to 1.5 degrees Celsius above preindustrial levels., • Employees are encouraged to contribute to our US Sustainability efforts at the corporate level and within the divisions, through organized taskforces and initiatives., • Arts and Culture: We are committed to extending our legacy of cultural engagement. Global support includes the CHANEL Culture Fund, which supports a select group of leading art culture institutions across the globe, and the CHANEL Next Prize for the next generation of creative talent. US support currently includes Annual sponsorship of the MoMA film program, Tribeca Film Festival programs and Through Her Lens, Support of the Academy Gold Fellowship for Women and Sponsorship of the BAAND Together Dance Festival at Lincoln Center., • Fondation CHANEL: Since 2011, Fondation CHANEL's mission is for women and girls to be free to shape their own destiny. Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed to improving the safety and autonomy of women and adolescent girls around the world, impacting over a million women and girls in its first 10 years., • For more information, please navigate to the Fondation CHANEL website here., • Career and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills., • CHANEL benefits and perks are dependent on eligibility and subject to modification by CHANEL at any time.

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

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

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

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

Job DescriptionLicensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth Management / Financial Planning Licensing Required: Series 7, Series 66, Life Insurance (active) Language Requirement: Fluent Spanish & English (spoken and written)This Is Not an Admin Role. Read This Carefully. Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm. If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit.If you: • Speak confidently with clients, • Bring calm authority to conversations, • Are warm, professional, and directive when needed, • Take pride in follow‑through and relationship continuityKeep reading.Spanish Is Not a “Nice to Have” — It Is Core to the Role You will regularly: • Communicate with Spanish‑speaking clients and households, • Confirm details, timelines, and next steps in Spanish, • Represent the firm professionally in bilingual conversations, • Ensure clarity, trust, and confidence across language barriersIf you are not fully fluent and comfortable leading professional conversations in Spanish, do not apply.The Role (In Plain English) This role is internally known as “The Glue.”You are the person clients recognize, trust, and feel comfortable contacting. You are the person advisors rely on to ensure execution. You are the person leadership trusts to prevent problems, not react to them.If something does not involve giving financial advice, it starts with you.What You Will Own (Non‑Negotiable) Client, Advisor, & Relationship Execution • Serve as a primary bilingual point of contact for clients, • Coordinate and execute client onboarding start‑to‑finish, • Own task management and follow‑through in Wealthbox (system of record), • Prepare advisors for meetings (planning, estate workflow status, next steps), • Track, close, and document all post‑meeting items, • Escalate issues before they become problemsClients should feel:“They know me. They follow up. Things get done.”Personality That Thrives Here (Read Carefully) ✅ Warm, professional, and confident ✅ Comfortable leading conversations (not just responding) ✅ Calm under pressure ✅ Naturally organized and detail‑oriented ✅ Friendly without being informal ✅ Assertive about follow‑through — without being abrasive Apologetic communicators People who avoid setting expectations Anyone uncomfortable enforcing process politely but firmlyThis role requires presence, not just competence.Systems You Will Use (Daily / Heavy) You must either already be fluent in — or be ready to master quickly: • Wealthbox (CRM, tasks, workflows — source of truth), • PreciseFP (client data gathering & completion tracking), • eMoney (planning support), • Wealth.com (estate workflow coordination), • Jump AI (reviewing and finalizing meeting notes), • Outlook (logged into Wealthbox), • MyRepChat (compliant client texting), • Zoom, • Google Drive, • RingCentral (fax)If systems overwhelm you, this role will not be enjoyable.Growth Path: Office Manager / Operations Lead This role is intentionally designed to grow into Office Manager / Operations Lead, adding ownership of: • People operations & onboarding, • Payroll & HR coordination, • Licensing & registration tracking, • Compliance & OSJ coordination, • Vendors, events, and operational problem‑solving, • Acting on behalf of the CEO operationallyYou must want responsibility, not avoid it.What You Will NOT Do Give financial advice Make investment decisions Wait to be reminded Let issues linger Leave work undocumented How Success Is Measured You are succeeding when: • Clients feel supported and confident, • Advisors never chase follow‑ups, • The CEO is not in the weeds, • Wealthbox is clean, accurate, and trusted, • Problems are handled quietly and earlyRequired Qualifications, • Fluent Spanish and English (spoken and written), • Active Series 7, Series 66, and Life Insurance license, • Experience in a Wealth Management / RIA / LPL environment strongly preferred, • Excellent written and verbal communication, • Comfort interacting directly with clients, • Strong process discipline and security awarenessCompensation, • Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities), • Growth path to Office Manager: (additional pay/bonus/commission)How to Apply (Intentional Filter) To apply, submit: • Resume, • Familiarize yourself with our company, our website and our culture!, • A short cover note (English is fine) answering:, • Why this role fits how you operate, • An example of when you owned follow‑through with a client, • Confirmation of Spanish fluency and prior client useGeneric applications will not be reviewed.Final Note This role requires: • Execution, • Presence, • Warm authority, • Bilingual confidenceIf that excites you — we want to meet you. If it feels like too much — this role is not for you. Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com

Job Description We are seeking a positive, detail-oriented Administrative Assistant to directly support a business owner in a fast-paced and growth-driven environment. This role is ideal for someone who enjoys wearing multiple hats, staying highly organized, and contributing to the success of a thriving business. As the right-hand support to the owner, you will play a key role in managing communications, coordinating outreach, organizing daily operations, and helping everything run smoothly. You’ll interact with clients, vendors, and team members while creating a professional, friendly, and welcoming experience for everyone you connect with. If you are dependable, professional, and take pride in getting things done the right way, we’d love to connect with you. This position is perfect for someone who genuinely enjoys helping people, and creating positive experiences through friendly and good communication. The ability to communicate clearly, professionally, and warmly is highly valued. Compensation: $58,000 yearly Responsibilities: • Manage and respond to incoming emails in a timely and professional manner, • Follow up with interested clients and prospects via phone, text, and email, • Coordinate communication with vendors regarding supplies, services, and orders, • Maintain and update internal records, spreadsheets, and tracking systems, • Assist with scheduling, confirmations, and calendar management, • Ensure client communications are clear, consistent, and well-documented, • Support ongoing projects and operational tasks as directed by the business owner, • Identify ways to improve efficiency and organization within daily operations Qualifications: • Strong communication skills, both written and verbal, • Highly organized with strong attention to detail, • Comfortable speaking with clients, prospects, and vendors, • Ability to manage multiple tasks and prioritize effectively, • Proficiency with basic computer tools (email, spreadsheets, scheduling tools), • Self-starter who can work independently and take initiative, • Professional, reliable, and positive attitude, • Previous administrative or customer service experience is a plus About Company Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships. We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Meeting with students and prospective students to provide

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

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Wr

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. As a Thrivent Financial advis

Responsibilities Recommends financial advice and guidance that align with client financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes client financial needs and applies knowledge of borrowing and banking

Applicants should have a bachelor’s degree or relevant experience in financial services, alongside required licenses.

A leading financial services firm is seeking licensed Life Insurance Agents to provide retirement solutions in a fully remote environment. This role offers uncapped commissions, bonuses, and opportunities for leadership development, providing a unique chance to transition to a rewarding career in fi

Legacy Financial and Insurance Services, LLC is seeking a Junior Financial Advisor to work closely with our clients, conducting reviews, identifying opportunities, and strengthening relationships. You will prepare financial plans, gather data, perform analyses, and develop projections while collabor

Overview Our Insurance/Financial Sales Agent role has allowed qualified individuals the opportunity to step into a client’s life to help them achieve their financial goals while building a great career for themselves. We have confidence in our products, but more importantly, we have confidence in

Peggy Langin - State Farm Agent in Diamond Bar, California, is seeking a Financial Services Representative to market financial products while assisting customers with their financial planning and investment needs. The successful candidate will possess strong analytical skills and at least one year o

New York Life - Greater Los Angeles in San Dimas, California, seeks an Insurance/Financial Sales Agent to help clients achieve financial goals. You will guide individuals and businesses in developing personalized financial strategies while building strong relationships through regular communication.

Bank of America is looking for a Financial Advisor in La Verne, California. You will provide comprehensive advice and solutions to help clients achieve their financial goals by planning and making investment recommendations.

This role offers a unique opportunity to assist clients in achieving their financial goals while building a rewarding career. New York Life is hiring an Insurance/Financial Sales Agent in San Dimas, California.

Why Join Us? You will be working with an already established book of business Firm‑funded marketing budget and top‑notch administrative support We are a growing firm looking to have someone grow in success with us Supportive and collaborative environment with extensive mentorship and growth

We are seeking a highly motivated and autonomous.In this role, you will be pivotal in surfacing insights and providing guidance to a broad spectrum of disciplines across the studio, empowering these teams to leverage data in new ways and do their best work with accurate data in hand.Have deep passio

THIS IS A COMMISSION ONLY ROLE *.Please do not apply if you are uncomfortable with a commission-based role.AI Marketing Platform for Small Businesses).Commission ($400 per customer).You must reside in the United States.Connect with local businesses (salons, restaurants, gyms, pet shops) in your

Collegium Pharmaceutical is building a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions.We have a leading portfolio of responsible pain management and neuropsychiatry medications.The ADHD Specialist responsibility is to

Hampr is on a mission to make laundry disappear from your to-do list.We're a fast-growing laundry-as-a-service company.We pick up dirty laundry, wash and fold it with care, and return it cleaner than the day you bought it — usually within 24 hours.We serve households, businesses, and properties ac

We analyze sales data and guide sales and service teams to have the right conversations with the right customers at the right time.We are a fast-growing, innovative company looking for a motivated sales professional to join our team.We are seeking an experienced Sales Representative with a proven tr

The DoD Sales Representative, Lower West Coast, Air Force , will have the unique opportunity to build customer relationships by providing innovative solutions, mission-focused products, and procurement channels to eliminate our customers’ daily challenges.The DoD Sales Representative is responsibl

About Adrian Magnus | Part of Carazo Enterprise SL.Adrian Magnus is part of Carazo Enterprise SL, a premium cigar distribution company founded in 2012.With more than 40 professionals, we distribute 30+ premium cigar brands across Europe, the U.Operating from hubs in Madrid, Marbella, Gran Canaria, P

Location 2001 S GAREY AVE, Pomona, CA, 91766, United States.Job Category General, Customer Service, Sales.Description Requirements Summary.

Headlands Research will never ask a candidate for personal identifiable information (date of birth, social security number, driver's license information, etc) via email or messenger tools, or for a financial deposit of any kind.

Technical Services Sales Representative.The Technical Services Sales Representative serves as a consultative sales and technical support partner to customers and internal sales teams.This role combines environmental compliance knowledge, waste characterization expertise, and customer-focused sales e

We support team members and their families across emotional, financial, career, community, and physical health, all anchored in sleep.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. This busy insurance

Pharmaceutical Sales Representative.Pharmaceutical Sales Representative Pasadena CA Territory About the Role ImpactBio is partnering with Bioliance Life Science Partners to fill positions on our team for Aytu Biopharma, a Specialty Pharmaceutical organization.There is an immediate need for a motivat