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Job Description About Us: Measure Square has been serving the flooring industry for over two decades, providing innovative Estimating & CRM solutions tailored to the needs of professionals. We’re seeking a technically skilled and customer-focused Sales Engineer to bridge the gap between our clients and our technology. Job purpose: The Sales Engineer will be the technical partner to the Sales Team and a trusted advisor to our prospects. Sales Engineer responsibilities include, but are not limited to, supporting the Field Sales team with demos of all Measure Square products. Provide training and support to customers during their trial and initial 60 day implementation phase or until onboarding is complete. Your Impact: The role requires partnering and collaboration with the Sales Team to educate, demonstrate and evangelize the merits of the Measure Square suite of products and move the opportunity to financial closure. Responsibilities: • Partner with the sales team to deliver technical product demonstrations to potential clients., • Act as the technical expert, addressing client questions and challenges during the sales process., • Coaching the Sales Executive on proposed solutions and assists the Sales Executive to understand the technical aspects, • Attending regional and national trade shows and conventions to support Field Sales efforts, • Play a critical role in helping our prospects understand the value of Measure Square products, • Act as a subject matter expert for potential customers with the ability to demonstrate technical concepts to non-technical audiences, • Leverage deep product knowledge to lead customer solutions, • Help the Sales team strategize and win opportunities., • On-board and train newly closed accounts and maintain relationships to foster long term success & expansion., • Customize product presentations to align with client needs and workflows., • Collaborate with the product and support teams to ensure seamless client onboarding., • Provide feedback to the product team to drive enhancements and new features., • 2+ years of experience in a technical sales or pre-sales role, preferably in software or SaaS., • Strong understanding of CRM systems and technical integrations., • Exceptional communication and presentation skills, with the ability to simplify complex concepts., • Experience in the flooring or construction industry is a plus., • Competitive base salary with uncapped commission potential., • Comprehensive health benefits package., • Ongoing professional development and career growth opportunities.

Job Description Financial Advisor Type: Full-time Client location: Encino, CA Schedule: Remote Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach. They were named by Newsweek as one of America's Top Financial Advisory Firms. Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You’ll maintain full ownership of your client relationships while gaining access to: • A Competitive Compensation Structure, • Base salary + payout + growth-based bonuses, • Comprehensive Back-Office Support, • Paperwork, client onboarding, compliance, billing, operations, • In-House Portfolio Management, • Investment strategies implemented and monitored by our professional team, • Modern, Integrated Technology Stack, • Client portals, CRM, financial planning tools, and reporting, • Employee Benefits, • 100% employer-paid Medical, Dental, and Vision, • 401(k) with company match and profit sharing, • Ongoing professional development opportunities What Your Clients Will Experience: • Unbiased fiduciary advice from trusted professionals., • Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals., • Seamless access to their accounts and reports through modern digital tools., • Friendly, responsive service from a warm and capable support team. What We’re Looking For: • Minimum 4 years of experience in a client-facing financial advisor role., • A portable book of business of at least $10 million in AUM., • Clean compliance record., • Proven track record of developing and managing client relationships., • Strong communication and interpersonal skills., • Series 65, CFP®, or CFA® preferred (we can support licensing if needed) This Role is Ideal If You’re: • Looking for an independent, fiduciary firm where you retain ownership of your clients., • Ready to offload operational tasks and focus on growing your business., • Excited to collaborate with an experienced, supportive team., • Interested in offering a better client experience with modern tools and expert guidance.Company DescriptionTenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.TenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance Licenses (Preferred) *Hybrid role for local candidates

Job Description A global professional services firm seeks a Human Resources Manager to join their dynamic team. The Human Resources Manager is an integral part of the firm's Human Capital & Talent team. This role will be responsible for leading the day-to-day people function of a local practice office, providing subject matter expertise, while developing and executing Human Capital & Talent strategies inclusive of engagement strategies, optimized performance, and professional development. Responsibilities • Serving as a trusted advisor to office leadership and colleagues, providing advice and guidance across all human capital topics, inclusive of employee relations and policy adherence, • Championing colleague well-being and enabling a work environment that is equitable and offers fair treatment, transparency, inclusiveness, personal accountability, trust, and mutual respect, • In collaboration with office leadership, driving initiatives to enhance organizational effectiveness, including talent development and acquisition, resource management, and colleague training programs, • Utilizing data-driven insights to optimize human capital & talent strategies, and leveraging market intelligence to make informed business decisions, • Possess excellent communication, interpersonal, and strategic thinking skills, • Exhibit the ability to use HRIS and data to identify insights that drive action, • Demonstrate excellent leadership skills and the ability to cultivate relationships across teams at all organizational levels, • A Bachelor's degree or equivalent in human resources, business administration, or a related field; with a Master's degree, preferably, • A minimum of seven (7) years of progressive Human Resources leadership and management experience, and familiarity with CA labor laws Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in the firm's comprehensive benefit program which includes: • Healthcare, life and disability insurance, • A generous 401k plan, • At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure, • Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more), • Professional Development programs, • Employee discounts, • And more! Many of our job openings can be viewed at

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Los Angeles metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products, • Compensation will be tailored to the individual

Job Description About Us: VOALA Helping Our Most Vulnerable Change Their Life Stories Volunteers of America is a non-profit human services organization committed to serving people in need, strengthening families, and building communities. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans’ services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation. Learn more at . PAY RATE: $25.94 - $27.30 Per Hour BENEFITS: VOALA offers competitive medical, dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Project Advisor is responsible for preparing participants for high school graduation and post-secondary education. The services and activities performed by the Project Advisor will enhance motivation and improve graduation rates, including coordination of tutorial services, college and career advising, academic achievement monitoring, college and career tours. DUTIES AND RESPONSIBILITIES • Student Support Functions, • Recruit, select, enroll, and advise students at an assigned High School; conduct outreach to students and community;, • Provide participants at the target school with academic advising and planning, career awareness and assessment, post-secondary option information and application assistance, college entrance examination information, financial aid advising and application assistance to ensure successful graduation from secondary school and enrollment in post-secondary institution;, • Develop curriculum and conduct workshops/seminars on college and career planning, financial literacy and personal development;, • Coordinate tutorial services available at the target school, including internal program resources, other VOALA services, and other community services; supervise, monitor, and support Tutors, Instructors, Advisors (et cetera);, • Take an active role with the participants discipline process, including but not limited to: write ups; verbal warnings; and communication with parent/guardian;, • Prepare an intervention plan for student’s performing at a grade of C and below;, • Plan and organize college visits and other educational group functions, actively supervise program participants during group activities ensuring the safety of all participants;, • Refer participants and parents to specific outside resources as needed;, • Program Operational Functions, • Enter data to Blumen database keeping track of the student contacts, Tutoring resource schedules (i.e. Success Center hours, etc.;, • Prepare weekly evaluations and weekly reports;, • Maintain organized, accurate, and up-to-date files and records on participants documenting and detailing services provided, student progress and outcomes;, • Observe all tutoring resource(s) activities (Student Tutors, Success Center, Saturday Academy, etc.) to assess quality of instruction and student engagement;, • Assist in planning, coordinating, supervising, and attending program activities and field trips;, • Collaborate with other agencies and other VOA programs work as a team member aiding in the efficiency and effectiveness of the program;, • Report to Project Director and/or Directors employed with the program; ensuring that program objectives are met annually (improved academic performance, competitive scores on entrance exams, improved retention/graduation, completion of post-secondary education), assist with the collection of data for the Annual Performance Report (APR), • Academic advising and planning, career awareness and assessment, post-secondary application assistance, college entrance examination information, financial aid advising and application assistance, • Recruit participants, perform outreach to school and community, • Develop curriculum and conduct workshops/seminars on college and career planning, financial literacy and personal development, • Coordinate tutorial services available at the target school and community, observe effectiveness, make referrals as appropriate, • Plan and supervise group activities and college visits, assist program activities and field trips, • Engage personally with students, prepare and execute intervention plan for poor academic performance, initiate discipline if needed, involve parents, make referrals to outside resources, • Maintain Blumen database on participants, and program schedule; prepare and record weekly evaluations, observing student privacy, • Make regular reports to Director, assist in preparation of Program’s Annual Performance Report REQUIREMENTS: • Must be able to pass a fingerprint clearance, background check, including criminal history, personal references, employment and education verifications, • Master's degree in education, social work or counseling from accredited college or university, • Formal training and/or work experience in programming that improves secondary school retention/graduation rates, • Experience preparing high school students for admission and financial aid to post-secondary schools, • Professional or personal experience in overcoming barriers similar to those confronting project participants, • TRIO experience This employer participates in E-Verify as required by the federal government and will provide the federal government with your Form 1-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (OHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Job Description Murphy Research is a full-service custom market research firm known for our innovative research design and consultative approach. We produce groundbreaking qualitative and quantitative research through our focus on creative design, rigorous execution, and enduring insights. Our team thinks out of the box, follows a steady execution process, and is empowered to produce the highest quality research product that truly matters to our clients. We are actively seeking an Account Manager to join the Murphy Research team. In this role, you will identify new business opportunities and grow existing client relationships. We currently work with a diverse range of Fortune 500 companies like PepsiCo, Anheuser-Busch, Disney, Glassdoor, Visa, and Delta Airlines across technology, CPG, retail, media, communication, and financial services. We look forward to the new research projects you’ll bring to our team! About you: • You have at least 8 years of market research or consumer insights experience on either the supplier or client side, • You demonstrate experience serving clients in a fast-paced deadline-driven environment, ideally in a business development or consulting role, • You are self-motivated and driven to achieve business development revenue and profit targets as you grow your own book of business with the Murphy team, • You have an ability to provide customized results to diverse clients across industries, • You exhibit leadership skills, are excited by collaboration, and create natural opportunities to coach and mentor junior team members, • You possess an ambitious curiosity and thrive when challenged by new opportunities, • You are tech-savvy, with excellent written and verbal communication skills, strong presentation skills, and attention to detail and organization. What you’ll be doing: • Identify and manage a targeted list of prospective clients, seeking new business opportunities, while growing existing client relationships, • Conduct daily outbound sales prospecting activities and contribute to marketing efforts that grow Murphy’s brand profile and generate inbound leads and RFPs, • Develop winning proposals; design innovative qualitative and quantitative research studies, • Collaborate with the research team to manage and direct the execution of projects sold: ensure methodology is executed, resolve issues as they arise, approve design or cost decisions, oversee story-driven analysis and story plans, and ultimately deliver final reports that delight and exceed client expectations, • Partner with clients to ensure that their strategic business research objectives are met; become a trusted advisor and serve as main client contact throughout the research process, while always on the hunt for ways to expand our services to the client What we offer: • Daily opportunity for variety, challenge, and growth, • Great career advancement and mentorship opportunities, • A collaborative, team-oriented, and high-performing atmosphere, • Salary commensurate with demonstrated experience and skills to achieve mutually agreed upon sales goals. Compensation ranges: $100,000 - $300,000 with opportunities for full-time, part-time, or commission-only structured positions, • Potential eligibility to competitive benefits package, including medical, dental, vision, 401k matching, paid time off, in-person and virtual social activities., • Flexibility to work Remote First, but also a highly encouraged option for Hybrid in our Century City or Minneapolis co-working office spaces Application Details: • Applying to this posting means you are located in CA or MN., • Relocation is not offered and while this is a remote first position, Murphy Research can only hire in the states of CA or MN at this time. In your application, please indicate which city you plan to work/reside., • Applications will be considered on a rolling and as-needed basis.

Job Description 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. Compensation: 120,000 at plan commissions Responsibilities: • Leverage company-provided marketing tools and industry resources., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies.Qualifications:, • Self-motivated, coachable, and driven to succeed., • Strong interpersonal and communication skills., • Demonstrated leadership or a proven track record of success., • Experience preferred and comprehensive training is included., • Must be authorized to work in the US.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 Job Title: Audit Senior Manager Location: Torrance, CA Employment Type: Full-Time, Exempt About the Firm Join a top-tier public accounting firm serving privately-held middle-market companies across industries including manufacturing, distribution, professional services, retail, and software. With a strong reputation for quality assurance services, the firm offers a collaborative culture, supportive leadership, and opportunities for career advancement. Position Summary As an Audit Senior Manager, you will lead assurance engagements, mentor and manage teams, and serve as a strategic advisor to clients. You’ll work closely with firm Partners and clients to deliver high-quality audits and technical guidance while overseeing engagement economics and contributing to business development. Key Responsibilities * Lead assurance engagements, including audits, reviews, and other financial reporting projects * Supervise, review, and mentor audit teams, ensuring compliance with internal quality standards * Collaborate with Partners on risk assessments, engagement planning, budgeting, and internal audit reports * Serve as a technical accounting expert, applying GAAP to complex situations and authoring internal memos * Manage client relationships, acting as the main point of contact and problem solver on engagements * Monitor and report on team performance, providing coaching and feedback * Ensure timely delivery of client deliverables and maintain high client satisfaction * Oversee engagement profitability and billing * Support recruiting, training, and firm leadership initiatives * Stay current on regulatory and technical changes impacting assurance services Qualifications * Bachelor's degree in Accounting or related field (Master’s preferred) * CPA license required * 8+ years of recent public accounting experience, with at least 5 years in a supervisory capacity * Proven ability to manage multiple engagements and teams effectively * Strong technical expertise in GAAP and auditing standards * Excellent communication, leadership, and client service skills * U.S. work authorization required Technical Skills * Proficiency in Microsoft Office Suite (especially Excel) * Experience with ProSystems and QuickBooks is a plus * Strong project management and delegation abilities * Experience presenting to clients and leading internal training sessions Other Requirements * Willingness to travel to client locations as needed * Active role in business development and firm marketing initiatives * Executive presence and strategic mindset Apply today by sending your resume to to learn more! Direct Phone: 605-595-8018

Job Description No Agencies Remote (US/CAN) - preference for candidates located in or close to Los Angeles / Santa Monica who are able to work with our CEO in person at our Santa Monica HQ. Fully remote otherwise. Maximus () is a mission-driven consumer performance medicine telehealth company that provides men and women with content, community, and clinical support to optimize their health, wellness, and hormones. Maximus has achieved profitability, 8-figure ARR, and is doubling year over year - with a strong cash position. We have raised $15M from top Silicon Valley VCs such as Founders Fund and 8VC as well as leading angel investors/operators from companies like Bulletproof, Tinder, Coinbase, Daily Stoic, & Shopify. About the Role: Maximus is seeking a visionary and results-driven Head of Finance to lead our financial operations and be a key architect of our future growth. This is a unique opportunity to shape the financial landscape of a dynamic company dedicated to transcending genetic and environmental limitations. If you are a strategic financial leader with a passion for driving impactful change in a high-growth environment, and you thrive on building world-class financial foundations and empowering teams, we invite you to explore this pivotal role. Key Responsibilities:Strategic Planning & Financial Leadership As our Head of Finance, you will forge a comprehensive financial strategy that fuels our mission and ambitious growth. Your key responsibilities will be: * Mission-Aligned Financial Strategy: Develop and execute a financial roadmap that aligns with our core mission of transcending genetic and environmental limitations for men. * Precision Forecasting & Planning: Lead annual and seasonal budget planning, oversee in-season forecasts, and build robust revenue and profitability models to ensure we hit our revenue and EBITDA targets. * Capital & Cash Flow Command: Own cash flow forecasting, liquidity planning, and our banking relationships. You will be the trusted advisor to the CEO and Board, identifying financial risks and opportunities with proactive insight. * KPI-Driven Performance: Define, track, and evangelize financial targets and KPIs that drive top-line growth, margin improvement, and capital efficiency. * Investor Narrative & Reporting: Craft compelling investor decks, board materials, and financial narratives that tell the story of our growth and impact. * Empowering the Tribe: Equip the organization with the tools and financial literacy needed to measure performance and make data-driven investment decisions. * Operational Partnership: Collaborate with cross-functional leadership to translate financial plans into real-world execution, finding new ways to drive revenue, optimize margins, and allocate resources with disciplined intensity. Financial Reporting & Business Insights You will deliver financial intelligence that drives action and accelerates our data-driven culture. * Actionable Reporting: Deliver weekly, monthly, and quarterly reports with clear headlines and actionable insights for both leadership and investors. * Decision-Driving Tools: Create financial tools that empower department heads to understand their performance and make smarter business decisions. * Data-Driven Culture: Champion the development and use of our digital dashboards, grounding our daily activities in measurable results and fostering a culture of data-driven decision-making. Accounting, Compliance & Reporting You will build and maintain a financial foundation that ensures accuracy, compliance, and scalability. * Impeccable Reporting: Lead accurate and timely GAAP and cash-based reporting for all internal and external stakeholders. * Regulatory & Tax:: Oversee tax compliance, audit preparation, and regulatory filings, working with our expert advisors to ensure we are always audit-ready. * MSO/PC Structure Expertise: Provide best-practice guidance to support our MSO/PC structure, ensuring operational and financial excellence. * Internal Controls: Maintain a strong internal control environment and a disciplined accounting calendar to safeguard our assets and ensure financial integrity. Capital Strategy & Fundraising You will play a critical role in securing the capital that allows us to scale our impact. * Capital Planning & Fundraising: Support the executive team and board in all aspects of capital planning, including equity and debt fundraising. * Growth Roadmap: Create a multi-year growth roadmap that details strategic capital investments and quantifies their expected returns. Legal Oversight * You will provide crucial support in managing our legal and regulatory obligations. * Contract & Compliance Management: Support contract reviews, manage legal and regulatory filings, and ensure overall organizational compliance. Qualifications We are looking for a seasoned leader with a proven track record of driving financial excellence in high-growth environments. * Experience: 15+ years of progressive finance leadership experience in telehealth, ecommerce, SaaS, or D2C, with start-up experience strongly preferred * PC/MSO Expertise: A deep understanding of PC/MSO operations, with a demonstrated ability to align financial strategy with operational efficiency to drive profitability. * Technical Acumen: Hands-on experience in hybrid cash and GAAP environments with deferred revenue models (e.g., subscriptions). * Proven Results: A clear track record of driving margin improvement, executing successful capital planning, and providing cross-functional financial support. * Versatility: Comfort and expertise in navigating both high-level strategic planning and hands-on tactical execution. * Credentials: CPA, CFA, or equivalent is strongly preferred. An MBA or other advanced degree is a plus. World-Class Benefits: * Premium Blue Shield Platinum PPO & HMO Plans (up to 80% premium coverage) * Full Suite: Medical, Dental, Vision, Life Insurance * Best-in-class 401K options * Flexible vacation/time-off policies * Liquidity of options whenever available * Extended options exercise window for loyal employees (3 months for every year of service; e.g. 1 year for 4+ year employees) Compensation Range: $200K - $250K

Job Description Who We Are: Founded in 2009, Reformation is a revolutionary lifestyle brand that proves fashion and sustainability can coexist. We combine stylish, vintage-inspired designs with sustainable practices, releasing limited-edition collections for individuals who want to look beautiful and live sustainably. Setting an example for the industry, Reformation remains at the forefront of innovation in sustainable fashion—running the first sustainable factory in Los Angeles, using deadstock and eco fabrics, tracking and sharing the environmental impact of every product, and investing in the people who make this revolution possible. The brand has also established itself as a pioneer in retail innovation, developing an in-store tech concept that brings the best of its online experience to its physical doors. We are a future focused organization committed to the belief that the problems facing our planet and society can be solved through innovation, common sense and education. Being naked is the #1 most sustainable option. We're #2. Here at Ref, we put people first. We know that you can't innovate and do cool stuff without having everyone on board. So we work to create a culture where everyone feels like they belong and where their voices are truly valued. We build an inclusive culture together and make a real impact along the way. Manager, Technical Accounting The Manager of Technical Accounting will play a critical role in ensuring the accuracy and compliance of our financial reporting. This position will be responsible for addressing complex accounting issues, providing technical guidance, and supporting the overall accounting function. The ideal candidate will have extensive experience in technical accounting, a strong understanding of US GAAP, and the ability to effectively communicate complex accounting matters to various stakeholders. This role will report directly to the Senior Vice President of Accounting and Reporting and is based in Los Angeles, CA What you'll do: • Technical Accounting Leadership: Lead the technical accounting function by researching, interpreting, and implementing new accounting standards and regulations. Provide guidance on complex accounting issues and transactions., • Financial Reporting: Ensure the accuracy and compliance of financial statements and disclosures., • Policy Development: Develop, implement, and maintain accounting policies and procedures to ensure consistency and compliance with US GAAP and other regulatory requirements., • Advisory Role: Act as a key advisor to the finance team and other departments on technical accounting matters. Provide training and support to ensure understanding and proper application of accounting standards., • Internal Controls: Strengthen and enhance internal controls over financial reporting. Collaborate with external auditors to ensure robust control environments., • Stakeholder Communication: Effectively communicate technical accounting matters to senior management, auditors, and other stakeholders. Prepare technical accounting memos and documentation., • Continuous Improvement: Stay abreast of industry trends and developments in accounting standards. Proactively identify opportunities for process improvements and efficiency gains.What you'll need:, • Education: Bachelor's degree in Accounting, Finance, or a related field. CPA certification required; advanced degree preferred., • Experience: Minimum of 7-10 years of experience in technical accounting, preferably with a mix of public accounting (Big 4 experience strongly preferred) and industry experience., • Technical Skills: Deep knowledge of US GAAP, SEC regulations, and financial reporting requirements. Experience with complex accounting issues such as revenue recognition, leases, and stock-based compensation., • Analytical Skills: Strong analytical and problem-solving abilities. Ability to interpret and apply accounting standards to real-world situations. Compensation: At Reformation, we believe in transparency and equity when it comes to compensation. For this role, the anticipated base salary range is $120,000-$225,000 + bonus 10% depending on a variety of factors, including but not limited to relevant experience, skills, qualifications, and internal compensation equity. This role may also be eligible for an annual discretionary bonus based on a range of factors, including company performance, department goals, and individual contributions. Bonus amounts and eligibility are not guaranteed and are determined at the company's discretion. Please note that compensation decisions are made thoughtfully and may vary from the listed range to reflect individual circumstances and evolving business needs. Our total rewards package also includes benefits, perks, and opportunities for growth that contribute to overall compensation. Benefits & Perks: • Health, vision, and dental insurance for eligible employees, • Paid vacation, sick, holidays & volunteer time-off for eligible employees, • Mission based company + casual and entrepreneurial work environment, • Clothing discount, dog-friendly office, company events + parties and much more Notice at Collection- Privacy Notice for California Candidates

Job Description As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. You will also: -Develop and implement business and marketing plans -Prospect for potential clients to discuss their financial needs and concerns -Present potential solutions using our competitive suite of products and services -Develop your professional skills and knowledge through the New York Life training curriculum -Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning *Management opportunities *Position is a W2 and includes full benefits *Position includes both fixed and variable compensation *Optional licenses are sponsored and paid for by the company *Variable products can only be sold by registered representatives holding appropriate securities licenses First Year Compensation: Average first year agent/advisor in this branch earns $76,000 to $80,000/year Third Year Compensation: Average 3 year agent/advisor in this branch earns $151,733/year Job Type: Full-time Pay: $85,000.00 - $260,000.00 per year Benefits: • 401(k), • AD&D insurance, • Dental insurance, • Disability insurance, • Employee assistance program, • Employee discount, • Financial planning services, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Opportunities for advancement, • Paid sick time, • Paid time off, • Paid training, • Parental leave, • Prescription drug insurance, • Professional development assistance, • Profit sharing, • Retirement plan, • Tuition reimbursement, • Monday to Friday

Job Description NOW CFO, established in 2005, is a “roll-up our sleeves” full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. Our employees are skilled professionals who fix the accounting and finance problems all companies face. We are seeking a full-time Local Controller with at least 10 years of overall accounting experience to join our Los Angeles team. This role will be responsible for managing the accounting functions for multiple clients throughout the Los Angeles area and serving as a trusted advisor to their finance teams. Responsibilities: • Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team, • Prepare engagement deliverables (such as financial statements, technical accounting memos, account reconciliations and other work papers); assist engagement review team to ensure quality control standards are met; ensure on time delivery and on budget, • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc., • Understand the client’s organization, procedures and internal policies, • Participate in client meetings, presentations and proposal development, • Manage and retain multiple client relationships, engagements and special projects, • Responsible for billing and realization on assigned clients, • Supervise, train and mentor staff; listen and communicate effectively within or leading a team, • Foster a team environment; demonstrates support of management and decisions and build a positive culture, • Additional responsibilities as assigned Qualifications: • Bachelor’s degree required in Accounting, Finance or relevant field, • Minimum of 10 years' experience in progressive accounting roles, both within public accounting-audit and corporate roles., • Multiple industry experience., • Active CPA preferred, • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, • Proficient use of applicable technology Benefits: • Lot's of room for growth within this organization, wonderful opportunity for a driven individual, • Competitive Salaries, • W2 Employee Benefits; Health, Vision, Dental, • 401K and company match, • Paid vacation and sick time NOW CFO is an Equal Opportunity Employer #IND3

Job DescriptionSalary: Regional Sales Director Los Angeles and Dallas Regions About Us Velocity is the nations leading and largest builder of classic American vehicles, redefining what it means to own a classic. Our vehicles arent just restoredtheyre entirely reborn. We blend the timeless soul and aesthetics of vintage cars with the performance, technology, and reliability of modern automobiles. By shifting away from traditional one-off restorations with their many uncertainties, we have set a new standarddelivering meticulously crafted, high-performance classics with enhanced reliability and drivability. Velocitys Culture and Core Values Success at Velocity requires a whatever it takes mentality. We embody grit, demonstrating perseverance, resilience, and unwavering determination in the face of challenges. We are adaptable, embracing change, adjusting to new circumstances, and continuously seeking ways to improve processes and outcomesbecause growth does not come from comfort. We take ownership, assuming full responsibility for tasks, decisions, and outcomes, whether successes or setbacks, without shifting blame. Thats not my job is not in our vocabulary; when one part of our team falls short, we all do. Finally, our ambition fuels our drive to excel, improve, and uphold the highest standards for both personal and professional growth. This mindset defines who we are and ensures our continued success. Overview The Regional Sales Director is responsible for driving revenue growth, developing strategic dealer partnerships, and expanding market share for Velocitys premium portfolio of restored vehicles within a designated region. This leadership role is accountable for regional profit and loss, cultivating strong client relationships, supporting dealer channels, and delivering a best-in-class sales experience. The ideal candidate will possess deep automotive industry knowledge, an entrepreneurial mindset, and a proven ability to lead regional sales initiatives. The Regional Sales Director serves as a brand ambassador and strategic advisor, playing a critical role in reinforcing Velocitys position as the leader in classic vehicle restoration. Reports To Vice President of Sales Job Level Individual Contributor Duties and Responsibilities • Actively sell and promote Velocitys complete portfolio of premium vehicles within their region having ultimate accountability of revenue, expenses, and profit within their region., • Develop a robust dealer network within their region with focus on current customer locations and potential customer growth areas., • Support dealers through sales team training, commercial strategy, marketing efforts, sales closing, customer vehicle specifications, and all other duties required to ensure success of the dealer channel within their region., • Engage with high-potential clients by providing in-depth vehicles demonstrations, highlighting key features, and articulating the unique value propositions of our product lineup., • Protect gross margin on vehicle sales by utilizing company-provided tools, such as margin calculators and trade in estimation websites., • Establish and nurture long-term relationships with clients, enthusiasts, and other industry partners to broaden Velocitys market presence., • Cultivate expert-level understanding of Velocitys entire vehicle range. Keep pace with industry advancements and innovations to effectively educate potential clients and strategic partners, ensuring Velocitys products maintain a competitive edge., • Compile daily, weekly, and monthly activity/deal reports to present to the team., • Drive your own lead generation and manage own sales pipeline to project potential revenue with relative accuracy., • Work headquarter leads and direct retail sales., • Act as a mentor, guide, and mature voice within the sales department, including assisting in the development of junior sales staff., • Identify and attend industry events, trade shows, and networking functions to promote the companys services and expand market reach (with a clear ROI committed to and tracked for each event with an expense associated). Required Skills and Abilities • Strong knowledge of automotive dealership operations and sales channel development, • Exceptional interpersonal and communication skills with the ability to engage high-net-worth clients, • Must have sold products averaging $100,000 +, • Ability to deliver compelling product demonstrations and articulate complex value propositions, • Strategic thinker with solid business acumen and profit/loss management experience, • Skilled in sales pipeline management, forecasting, and CRM reporting, • Proficiency in leveraging digital tools for margin protection and trade-in evaluations, • Ability to mentor and support junior sales team members, fostering a high-performance culture, • Comfortable leading dealer training and supporting marketing and commercial strategies, • Highly organized with the ability to manage multiple projects and regional responsibilities, • Willingness to travel for dealer visits, trade shows, and networking events 50% + of the time. Education Background and Experience • High School diploma or equivalent, • Valid drivers license with good driving record, • Proven track record in automotive sales or luxury product sales with regional accountability Physical Demands (To include but not limited to) • Prolonged periods of sitting at a desk or workstation., • Occasional standing or walking within the office or shop, such as attending meetings, retrieving documents, or interacting with customers or employees., • Occasionally lifting and carrying items, typically weighing up to 10-20 pounds., • Frequent use of fingers and hands for typing, writing, and operating a computer., • Using telephones, printers, copiers, and other office tools., • Frequent need to focus on printed or digital material., • Reviewing financial documents, schedules, or customer data with accuracy., • Regular communication with customers, vendors, and team members, either in person, on the phone, or via video conferencing., • Engaging with customers in person or over the phone, sometimes requiring extended periods of active listening and problem-solving., • Prolonged exposure to hot or cold temperatures., • Mild noise from office machines or nearby shop areas if the office is adjacent to the workshop. PPE may be required while walking through the shop., • Moving around the office or between departments, sometimes requiring the ability to climb stairs., • Safely operate a motor vehicle. Benefits Include • Compensation: Pay is based on experience and qualifications, • Health & Wellness: Health/Dental/Vision/Life/Disability/Aflac available after 60 days, • Retirement: 401(k) with company match after 6 months at next enrollment period, • Paid Time Off: Paid time off and paid holidays, • Additional Perks: Company sponsored events, tool program, merchandise discounts, friendly team environment Job duties, salary, and benefits are subject to change throughout duration of employment with Velocity. Velocity is an Equal Opportunity Employer. Velocity does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Job Description K2 Space is building large, high-powered spacecraft for the next generation of space development. Backed by Lightspeed Venture Partners, Altimeter Capital, and many others ($200M raised to date), we intend to mass produce the highest-powered satellite platforms ever built for missions across LEO to Deep Space. The rise of launch vehicles like Falcon 9 and Starship enables the move from an era of mass constraint to one of mass abundance. We believe this new era requires spacecraft with a fundamentally different design in order to fully utilize the massive rockets coming to market. We're a team that believes the future lies in building large, high-powered satellites that can handle multiple orbits. This is a necessity if we ever want to develop the solar system, and become a Kardashev Type II (K2) civilization. If you are a motivated individual who thrives in a fast-paced environment and you're excited about contributing to the success of a groundbreaking Series B space startup, we'd love for you to apply. The Role The Accounts Payable Specialist oversees the accounts payable function, ensuring accurate and timely processing of vendor invoices, payments, and expense reimbursements. This role involves working with team members across the organization, maintaining compliance with company policies and financial regulations, and optimizing AP processes for efficiency. The ideal candidate is detail-oriented, experienced in accounts payable operations, and skilled in leadership and process improvement. Responsibilities • Process high-volume vendor invoices, including verification, coding, and obtaining necessary approvals., • Lead the preparation and execution of payment runs (e.g., checks, ACH, wire transfers) to ensure timely vendor payments., • Reconcile vendor statements, resolve discrepancies, and maintain positive vendor relationships., • Assist in maintaining the vendor master file, ensuring data accuracy and compliance with tax requirements (e.g., W-9s, 1099s)., • Review and monitor AP transactions to ensure adherence to internal controls, company policies, and regulatory standards., • Support month-end and year-end close processes, including account reconciliations and accrual preparation., • Prepare AP aging reports and other financial reports for management review., • Identify opportunities for process improvements and assist in implementing AP automation or system enhancements., • Collaborate with procurement, receiving, and other departments to resolve invoice and purchase order discrepancies., • Provide documentation and support during internal and external audits., • Associate's or Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)., • 3+ years of accounts payable experience, with demonstrated expertise in AP processes and 3-way matching., • Proficiency in ERP systems (e.g., NetSuite, MS Dynamics, QuickBooks) and AP software tools (e.g., Bill.com, Ramp)., • Strong skills in Microsoft Excel and other Office applications., • Excellent attention to detail and accuracy in data entry and financial processing., • Strong organizational and time-management skills, with the ability to prioritize tasks in a high-volume environment., • Effective communication and interpersonal skills to train staff and collaborate with cross-functional teams., • Knowledge of GAAP and basic tax regulations (e.g., 1099 reporting) preferred., • Base salary range for this role is $25 - $35 per hour and equity in the company, • Salary will be based on several factors including, but not limited to: knowledge and skills, education, and experience level If you need a reasonable accommodation as part of your application for employment or interviews with us, please let us know. Export Compliance As defined in the ITAR, "U.S. Persons" include U.S. citizens, lawful permanent residents (i.e., Green Card holders), and certain protected individuals (e.g., refugees/asylees, American Samoans). Please consult with a knowledgeable advisor if you are unsure whether you are a "U.S. Person." The person hired for this role will have access to information and items controlled by U.S. export control regulations, including the export control regulations outlined in the International Traffic in Arms Regulation (ITAR). The person hired for this role must therefore either be a "U.S. person" as defined by 22 C.F.R. § 120.15 or otherwise eligible for a federally issued export control license. Equal Opportunity K2 Space is an Equal Opportunity Employer; employment with K2 Space is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Family Office Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. Develop new business through independent means, collaboration with other departments, senior management, and professional networking. Delegate work efficiently to Client Advisory support professionals. Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. Work with the investment team on scheduling clients investment performance reviews and monitoring trades. Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. Contribute actively to internal committees as part of the senior team. Requirements: Bachelors degree required; advanced degree (MBA or JD) highly preferred. Professional certifications such as CTFA, CFP, CFA, or CPA. Minimum of 8 years of Trust and Estate Planning experience. Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. Proven business development experience within the UHNW space. Proficiency in legal documents related to trusts, estate planning, and finance. Established local and regional network of accounting and legal professionals. Rewards: High visibility to internal executives with opportunities for position expansion and continued professional development. Competitive base salary, bonus, and compensation structure with excellent benefits. Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the L.A. market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. What you’ll do as a Business Development Advisor: Lead Engagement & Sales Strategy • Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.), • Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm, • Clearly communicate Mission Wealth’s value proposition and how our services align with their goals, • Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans, • Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly., • Development of value-based needs and solutions that can be communicated to prospects, • Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion, • Help generate new client relationships by serving as a knowledgeable resource for information and advice, • Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows, • Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene, • Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows, • Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates, • Provide feedback on lead source partners and track ROI from different marketing funnels, • Contribute to internal discussions on sales scripts, SOPs, and performance metrics, • Assist with CRM reporting, lead assignment tracking, and operational follow-through, • Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations, • Sales-Oriented Communicator. You’re energized by speaking with people, uncovering needs, and motivating them to act., • Financial Planning Problem Solver. You love using your financial planning knowledge to help prospects become happy clients for life., • Client-Centered. You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself., • Detail-Oriented & Process-Driven. You understand the importance of timely follow-up, accurate data entry, and CRM consistency., • Tech-Savvy. You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly., • 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred, • Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients, • CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months), • Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills, • Excellent written and verbal communication skills, with a consultative and empathetic approach, • Experience with high-volume calling, prospect qualification, and structured conversion processes, • Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience Location: This position is based out of our 34 locations. This is an in-office position. Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description Client Service Advisor – Job Description We are: A family-owned financial services firm with over 25 years of experience, built on integrity, attention to detail, and a commitment to doing what’s right for our clients—every time. We believe the small things make the biggest difference. If you're seeking a loyal, collaborative team that genuinely cares about the people we serve, you’ve come to the right place. You are someone who: · Values continuous learning and professional growth · Brings a warm, personable approach to client communication—both in person and by phone · Is confident, ambitious, and self-motivated · Seeks long-term career stability with a firm that rewards loyalty · Is a team player who thrives in a collaborative environment · Finds fulfillment in serving and supporting clients—not selling to them What we’ll do for you: · Provide hands-on, comprehensive training based on decades of proven processes and success · Educate you on our product offerings and investment strategies so you’ll understand what we recommend—and why · Offer a complete benefits package including fully paid health insurance, 48 vacation hours, 48 sick hours, paid holidays, and a 401(k) with matching · Provide a base salary of $75K–$85K plus commission · Offer realistic first-year compensation potential of $150K+ A key part of this role will also include asking existing clients for referrals. You’ll be expected to proactively cultivate referral opportunities, and commissions will be paid on the referrals you generate. What you’ll do for us: As a Client Service Advisor, your role is to manage and deepen relationships with existing clients who are not currently engaged in new investment opportunities. Your mission is to maintain a high level of client satisfaction while consistently supporting their ongoing planning needs. Should new planning needs arise, you’ll refer them to a designated advisor who handles new business development—allowing you to stay focused on your strength: relationship-building and client care. Core responsibilities include: · Serving as the primary point of contact for assigned clients, addressing investment-related questions and general financial planning needs · Reviewing account statements, discussing performance, and reinforcing the firm’s investment philosophy · Conducting quarterly reviews of client files to ensure their financial plans remain up to date, while referring new opportunities as appropriate · Maintaining a consistent outreach schedule to ensure ongoing communication and engagement · Collaborating closely with the Client Services Manager to deliver timely and thorough client support · Accurately documenting all client interactions and service requests using our internal CRM system · Assisting with administrative service tasks as needed, such as updating beneficiaries, demographic changes, and preparing account summaries Minimum Qualifications: · Active California Life & Health Insurance License · Licensed to provide investment advice (Series 65, CFP, or ChFC required) · Candidates with a recently held (within the past 6 months) Series 7 and Series 66 will also be considered · Minimum of 7 years’ client-facing experience in financial services Bonus Points For: · Experience servicing life insurance or annuities · A natural talent for building long-term client relationships · A passion for identifying ways to bring additional value to clients Company DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team!If you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team!

Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and licenses, and the desire to be a producing financial advisor, you may be given some of the large book of clients to manage. Personal qualities you should have: · Great team attitude · Strong ethical character · Desire to help clients achieve financial comfort · Organized and detail-oriented · Outgoing, personable and engaging · High level of accuracy · Excel at multi-tasking and prioritization · Great communication skills · Commitment to the company's growth, as well as professional and personal growth Responsibilities: · Prioritize daily tasks, track progress of projects and deadlines · Service client requests (wires, checks, journals, etc.) and maintain necessary records for compliance · Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts · If licensed with some experience, manage and advise lower tier clients · Perform additional duties and special projects as assigned or needed Requirements: • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.), • Ability to work in a fast-paced environment with high attention to detail, • Superior communications skills, both oral and written; effective interpersonal skills, • Ability to work well independently and within a team environment Salary: $55,000.00 - $85,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Schedule: • 8 hour shift Supplemental pay types: • Bonus pay COVID-19 considerations: vaccination required. Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Preferred) License/Certification: • Series 7 (Preferred) Work Location: In person Company Description

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests. About this Position: • This position may provide a path to becoming a Financial Advisor if desired, • Located at Manhattan West’s office in Century City, Los Angeles, CA, • Full-time, exempt, • Reports to the Chief Administrative Officer Responsibilities: • Opening new accounts, • Managing money movements (transfers, trades, wires/ACH, etc.), • Communicating daily with prospective and existing clients, • Documenting client communications in Salesforce, • Reviewing documents for accuracy and properly maintaining accounts, • Preparing spreadsheets, reports, and other material for client meetings, • Performing other duties and responsibilities as assigned Skills: • Excellent organizational skills, • Skilled in communicating with clients via phone, email, and letters, • Ability to work in a team environment, • Problem solving - the ability to successfully resolve inquiries professionally and to prioritize issues Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Compensation: • Salary range $80,000 - $110,000 based on qualifications and experience, • Discretionary bonus Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements: Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Cash Handling experience and responsibilities required, • Previous Banking experience preferred, • Track record of outstanding member service, • Bilingual Spanish preferred, • Demonstrated success meeting and/or exceeding established sales goals, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veteran / Disabled Drug Free environment Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $20 - $26 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job Description Who We Are Brentwood Associates is a Los Angeles-based private equity firm with over 30 years of experience investing in middle-market growth businesses. Our investment strategy is focused on companies providing essential services and products, including tech-enabled business services and software companies. Since 1984, we've backed more than 50 companies, with a combined transaction value exceeding $7 billion. Our specialty is partnering with ambitious entrepreneurs and management teams to scale great businesses, typically through control transaction in fragmented markets that benefit from consolidation and product or service innovation. If you love numbers, deals, and the thrill of building something big, you’ll fit right in. Check us out at . What You’ll Be Doing We’re looking for a highly motivated Associate to join our tech-enabled Business Services investment team. This role puts you in the driver’s seat of deal sourcing, due diligence, financial modeling, and portfolio management. Translation: you’ll be at the heart of the action, working closely with senior leadership and portfolio company executives to help shape the future of our investments. You will be leading the evaluation of differentiated tech-enabled business services and software companies with up to $75 million of annual recurring revenue, strong growth profiles of 15-20%+, and attractive gross margins and cash flow profiles. We target businesses in fragmented end markets where there is an opportunity to supplement strong organic growth with thoughtful and strategic add-on acquisitions. Such end markets include education technology, healthcare technology, and financial technology/integrated payments, among other vertically focused markets. If you’re the kind of person who enjoys dissecting businesses, diving into financial models, and debating the finer points of EBITDA over coffee, this might be the perfect role for you. • Find and Close Great Deals:, • Identify and evaluate investment opportunities that fit our strategy., • Build and maintain relationships with key industry players (think executives, bankers, consultants and advisors)., • Conduct deep research to develop investment theses—you'll conduct deep research through live customer calls and competitor reviews to thoroughly understand market dynamics and industry trends., • Crunch the Numbers and Think Big:, • Analyze financial, strategic, and operational performance., • Develop and own detailed financial models., • Present findings to our Investment Committee in a clear and concise way., • Structure transactions to ensure well-thought-out, strategic deal-making., • Manage Investments and Create Tangible Value:, • Lead due diligence processes and coordinate with third-party advisors., • Support portfolio companies’ growth by collaborating with their leadership teams., • Drive governance best practices and participate in Board-level initiatives., • Make Brentwood Even Better:, • Help recruit top talent (we love referrals!)., • Build relationships with bankers and strategic partners to set up future exits. Location: Los Angeles, CA (in-office Monday-Thursday, with flexible Fridays). Strong preference for candidates that prefer an in-office working environment (West LA, near Westwood) with strong ties to the LA area. Timing/Program Length: Immediate start. This program is a two-year commitment, with an opportunity to earn a third year based on exceptional performance and fit. The firm is built from within, with tenured employees at all levels. Requirements What We’re Looking For • Up to 5 years of experience in private equity, corporate development, investment banking, or strategy consulting., • A self-starter who’s comfortable juggling multiple responsibilities., • A proactive and driven individual who takes initiative and approaches responsibilities with a sense of ownership and accountability., • A sharp analytical mind with problem-solving skills that impress even the toughest critics., • Exceptional written and verbal communication skills—you should be able to explain complex concepts clearly and persuasively., • A positive, low-ego, team-oriented attitude—cultural fit is incredibly important to us., • Willingness to travel and attend relevant conferences, management meetings, diligence sessions, etc., • A degree from a top-tier university with strong academic performance., • Advanced skills in Excel and PowerPoint, demonstrated intellectual curiosity in learning and leveraging new tools and approaches including ChatGPT, systems thinking, advanced prompt engineering, etc. What’s in It for You? Brentwood Associates offers a competitive Total Rewards package because we know talent when we see it. Benefits include: • Total rewards for this position include a competitive salary, a performance-driven annual bonus, and benefits listed below. Years of experience in a similar role, among other factors, will be used to determine actual compensation., • Comprehensive health, dental, and vision insurance., • A 401(k)-retirement plan., • Unlimited PTO and Paid Holidays. We expect our colleagues to work hard but encourage them to recharge their batteries as needed., • Flexible Fridays—get your work done, whether you choose to do it from our office or from your home., • Professional development and team building opportunities. You will be paired with an experienced Development Advisor who will guide your progress, providing mentorship and support. You will receive annual performance reviews with quarterly check-ins to track growth and help you achieve your goals. We’re an Equal Opportunity Employer At Brentwood, we prioritize hiring and developing a diverse and inclusive team. We evaluate all applicants based on their qualifications and merit, ensuring decisions are not based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. Simply put, if you’re talented, driven, and a great cultural fit, we want you here. Please note, we are not accepting unsolicited resumes from search firms. If you send one without a written agreement, consider it a freebie. Ready to Join Us? If this sounds like your calling, we’d love to hear from you! Apply now and let’s make great investments together.

Job DescriptionDescription: About the company Ardmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (seating home furnishing). Job Summary We are seeking a highly motivated Showroom Manager with a passion for creating memorable experiences for our design clients. This is an opportunity for those who thrive in a client-centric environment, see themselves as more than a sales professional but also as a true personal advisor. The ideal candidate is someone who can deliver exceptional customer service, has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with designers and design-driven retailers. Additionally, we are looking for someone results-driven, with a proven track record of meeting and exceeding targets. We value individuals who are eager to contribute their creativity and skill set to the success and reputation of our luxury brand. This individual embraces and supports our in-person/on-site work culture and embodies our company values of Ownership, Collaboration and Respect. Duties and Responsibilities: Sales Targets • Achieve or exceed monthly /annual established sales goals., • Report weekly activity. Include volume, requests made, trends, challenges, feedback and opportunities., • List items sold off the floor and collaborate with internal team about suggestions for replacements/re-orders., • Produce a monthly report covering objectives set, results achieved and sales performance, collating forward indicators. Accurately monitor, analyze and report sales patterns and trends., • Generate weekly call logs and establish customer list. Brand Ambassador • Educate customers about product design, inspiration, custom options, materials used and capabilities., • Maintain the striking visual appearance of the showroom by effectively executing merchandise plans and strategies., • Maintain company presence in design community through networking, joining organizations, and/or participating in and hosting to-the-trade events., • Share local press features with management and marketing teams. Develop and extend the customer account base through local marketing initiatives. Customer Service • Provide exceptional service to appointments and walk in traffic, building trust and reputation for superior client experiences., • Ensure an exceptional customer experience through management of all phases of sales transactions from qualifying the potential client, to design consultation, product selection, quote preparation, payment processing, and follow through of delivery and set-up., • Reflect positively the image and philosophy of the Ardmore Home Design brands., • Respond promptly to customer requests, liaising with customer service, account managers and the front office to provide quotes, sales orders and resolve queries., • Advise on natural variances, color and suitability. General Duties • Learn internal operating system to generate quotes, provide pricing, product availability and information., • Request and order necessary showroom supplies., • Liaise with trade people as needed. Co-operate with other showrooms as required., • Maintain good relations with building neighbors., • Update management with news and events within the building. · Perform additional administrative tasks as needed/required. · Assist designers with moving and loading of quality product · Maintain an active and engaged presence on the sales floor for extended periods, including standing and walking throughout the showroom as needed · Participate in trade shows, industry events, and the annual company meeting held at the main office Human Resources • Open and close the showroom daily, covering in case of an absence or emergency., • Manage part time or full time staff., • Ensure individual and staff attendance., • Provide adequate cover for lunches/ holidays/sickness., • Assist in recruiting and training of new staff., • Plan and monitor employee development and training to achieve maximum performance, productivity and job satisfaction., • College degree is preferred but not required, • Minimum of 5 years’ experience in a similar role, • Proven management experience in leading, motivating, developing a team, • Knowledge of and relationships with design community, • High end customer service and luxury retail experience, • Ability to work in a fast paced environment and to multitask, • Computer savvy, o Experienced with ERP systems o Intermediate level user of MS Excel, Word and PowerPoint • Exceptional communicator both written and verbal, • Proven sales and customer satisfaction record, • Willingness to receive and implement constructive criticism to continuously improve performance and achieve team objectives, • Demonstrates a strong sense of ownership and accountability for tasks and responsibilities within their position, • Ability to lift up to 40 lbs., • Comfortable maintaining a customer facing presence throughout the day, including extended periods of walking and standing, • Willingness to travel occasionally for trade shows, industry events, and corporate meetings Core Competencies • Determined and driven for results, • Highly organized and able to work in a busy retail environment, • Diligent and conscientious, • Analytical thinker with strong numerical abilities, • Team player/commitment to group goals, • Eye for colour and design, • Creative Innovator – committed to constant improvement Why AHD? We believe every employee should be rewarded fairly for a job well done! As an AHD employee, you will enjoy comprehensive healthcare coverage including medical, vision and dental care. Your financial well-being will be supported through our 401(k) retirement investment plan. Moreover, we offer a challenging & rewarding professional work environment. The AHD total package includes: · Medical · Dental · Vision · 401(k) Retirement with up to 6% employer contributions · Paid Vacation Time · Paid Holidays · Consistent work/life balance · Relaxed and collaborative work environment · Amazing benefits and wellness programs · Training and career development opportunities Compensation Starting annual salary: $85-105k plus a performance based commission structure that rewards individual success and client engagement. Top performers have significant earning potential beyond base salary. Exact compensation may vary based on skills, experience, and location.

About SHEIN SHEIN is a global online fashion and lifestyle retailer, offering SHEIN branded apparel and products from a global network of vendors, all at affordable prices. Headquartered in Singapore, SHEIN remains committed to making the beauty of fashion accessible to all, promoting its industry-leading, on-demand production methodology, for a smarter, future-ready industry. Founded in 2012, SHEIN has more than 16,000 employees operating from offices around the world and continues to expand operations globally. Join SHEIN and be the future! Position Summary We are seeking a detail-oriented and proactive Sr. Import Operation Specialist to join our logistics team. This position will be responsible for coordinating and executing end-to-end import and customs clearance processes, ensuring compliance, and driving operational excellence. We’re seeking a full-time Sr. Import Operation Specialist for our Los Angeles, CA corporate office. Job Responsibilities • Coordinate all aspects of the importation process, including tracking, documentation, • Manage import workflows to ensure timely and efficient deliveries., • Communicate and collaborate with freight forwarders, customs brokers, warehouses, and carriers to troubleshoot shipment delays and exceptions., • Ensure complete and accurate import documentation, including but not limited to: Commercial Invoices, Bills of Lading, Entry Summaries (CBP Form 7501), and Customs Declarations., • Audit 100% of import entry transactions to verify data integrity and regulatory compliance., • Maintain updated knowledge of U.S. Customs regulations, including T86, T01 processes, and applicable PGA requirements., • Identify and escalate discrepancies related to invoices, documentation, or shipment delays., • Ensure timely data entry and accuracy in TMS (Transportation Management System). Job Requirements • Bachelor’s degree in International Trade, Logistics, Supply Chain, or related field., • 5+ years of experience in import operations, customs brokerage, or international logistics., • Familiarity with U.S. import procedures, HTS classification, and CBP entry processes., • Strong attention to detail, problem-solving, and time management skills., • Proficient in Microsoft Excel and able to work in fast-paced environments., • Experience working with freight forwarders, customs brokers, or TMS platforms., • Working knowledge of import models (e.g., T01) or T86 shipments is a plus., • Familiarity with customs automation systems, EDI/API processes, or CBP compliance tools., • Licensed Customs Broker or working toward the license is a strong plus., • Mandarin and English bilingual is a strong plus., • Up to 30% business travel Benefits and Culture • Healthcare (medical, dental, vision, prescription drugs), • Health Savings Account with Employer Funding, • Flexible Spending Accounts (Healthcare and Dependent care), • Company-Paid Basic Life/AD&D insurance, • Company-Paid Short-Term and Long-Term Disability, • Voluntary Benefit Offerings (Voluntary Life/AD&D, Hospital Indemnity, Critical Illness, and Accident), • Employee Assistance Program, • Business Travel Accident Insurance, • 401(k) Savings Plan with discretionary company match and access to a financial advisor, • Vacation, paid holidays, floating holidays, and sick days, • Employee discounts, • Annual Holiday Party, • Invitations to pop-ups and other company events SHEIN is an equal opportunity employer committed to a diverse workplace environment.

Job DescriptionBenefits: • Flexible schedule, • Free food & snacks, • Free uniforms, • Opportunity for advancement About Us We are a fast-growing solar company passionate about helping homeowners save money and make a positive impact on the planet. Our mission is to provide affordable, reliable, and sustainable solar energy solutions. As we expand, we are seeking motivated sales professionals who are ready to thrive in a booming industry. Position Overview As a Solar Sales Energy Field Advisor, you will be on the frontlines of our growth, meeting with homeowners, explaining the financial and environmental benefits of solar, and closing deals. This is a sales-driven role with unlimited earning potential. We provide full training, ongoing support, and the tools you need to succeedno prior solar experience required. Responsibilities • Generate and follow up on sales leads through fieldwork, referrals, and company resources, • Meet with potential customers to explain solar options and cost-saving benefits, • Conduct consultations and tailor proposals to fit homeowner needs, • Present and close deals with confidence and professionalism, • Build long-term relationships with customers to drive referrals and repeat business, • Attend regular training sessions and team meetings to sharpen sales skillsQualifications, • High School Diploma or GED (required); college degree a plus, • Strong communication, persuasion, and people skills, • Competitive, self-motivated, and results-oriented personality, • Sales experience (in solar, home improvement, or related industries) preferred but not required, • Ability to work independently while hitting sales goalsCompensation $50,000.00 $100,000.00 per year (commission-based with performance bonuses; top performers can exceed $150,000+) Benefits • Flexible schedule with independence in the field, • Paid training and ongoing coaching, • Company events and sales incentives (bonuses, trips, prizes), • Free uniforms and branded gear, • Clear advancement path into leadership and management roles, • The opportunity to earn uncapped income while promoting clean energyHow to Apply If youre driven to succeed, love working with people, and want to build a rewarding career in solar sales, apply today with your resume and contact information.

Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development What Sets BFG Apart? • Top 20 in Diversity & Inclusion, with nationally recognized advisors, • Strong support system: mentoring, expert training, and advanced technology, • Inclusive culture enabling unlimited personal and professional growth, • Income potential, with top first-year advisors earning $150,000+, • Independence, offering flexibility and control over your career path, • How long with NM? Joined Northwestern Mutual in October 2010., • Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses., • Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).Mitchell Beer - Managing Partner:, • How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006., • Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements., • Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.Rojia Rashidfarrukhi - Chief Recruitment Officer:, • How long with NM? Joined Northwestern Mutual in January 2020., • Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience., • Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.Janice Brodin - Financial Advisor, Growth Development Director:, • How long with NM? Joined Northwestern Mutual in 2008., • Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP., • Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. We provide the opportunity to earn a substantial first year stipend to support your career transition. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Our growing network office is located: • Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, • Remote representatives serving Greater Palm Desert, CA, • The expectation is to be in the office at least three days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Role: Temp Project Manager – Real Estate Team Company: Confidential – Major Apparel Company Location: On-site | Marina del Rey, CA (5 days/week) Duration: Until filled full time Pay Rate: $35/hour Overview: Our client, a leading global apparel brand, is seeking a highly organized Project Manager to support their Real Estate Team. This role is ideal for someone who excels at coordinating timelines, managing documentation, and providing both administrative and financial support across multiple properties and projects. Key Responsibilities: • Maintain and organize real estate and architectural files by project and property, • Track and manage project timelines to ensure key milestones are met, • Process and track invoices, securing appropriate approvals, • Partner with finance to verify invoice details and prioritize payments, • Take detailed meeting notes and follow up on action items, • Provide day-to-day administrative support to the real estate team, • Coordinate schedules and assist with overall project time management Requirements: • Strong organizational and time management skills, • Proficiency in Microsoft Office and DocuSign, • Prior experience in real estate, construction, or architecture (preferred) This is a fantastic opportunity for a proactive, detail-oriented professional to join a high-visibility team and make a direct impact within a major fashion brand. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: OTHER CA/REMOTE: California applicants, please view our Privacy Notice here: ___. Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

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

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Responsibilities: • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies, • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions, • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth, • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects, • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We'll help you: • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!, • Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients., • Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals., • Learn about the full suite of financial solutions., • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field., • Marketing strategies to reach wider audiences with greater appeal., • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves., • Potential Opportunities for professional growth., • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals., • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world., • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience., • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs., • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses., • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Minimum ofone yearexperience in the investments industry, including investment training and in-depth knowledge of investment products and services., • Self-starter who efficiently manages time and capacity., • Sets and accomplishes goals, achieving whatever you put your mind to., • Builds and nurtures strong relationships., • Collaborates effectively with others to get things done., • Communicates effectively, confidently, and is comfortable engaging all clients., • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment., • Likes to learn, adapts to new information and seeks the right solutions for clients., • Proven ability to partner and promote lead generation., • Experience balancing investment management, sales activities, and new client development., • Strong computer skills and the ability to multitask in a demanding environment., • Bachelor's degree is a plus, preferably in business-related field., • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus., • Account Management, • Client Investments Management, • Client Management, • Client Solutions Advisory, • Relationship Building, • Advisory, • Business Development, • Fraud Management, • Pipeline Management, • Portfolio Management, • Client Experience Branding, • Issue Management, • Prospecting, • Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Position Overview: There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. Specific responsibilities include, but are not limited to: • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill, • Managing the branch's Private Wealth Management Client Associates and Service Support Staff, • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel, • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge, • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction, • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise, • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses, • Series 3, 31 licenses, if warranted, • Minimum 5+ years professional experience required, • Current or previous Merrill Wealth Management experience strongly preferred, • Self-motivated and client centric, • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures, • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.), • Prior trend analysis experience, • Strong customer service and communication skills Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 8000

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66, • Energetic individual that is self-motivated, coachable and flexible in thought, • Enjoys a fast-paced environment with changing and evolving responsibilities, • Detail oriented, • Invested in personal development, • Consistently pursues client experience excellence, • Works quickly to fulfill client needs, delivering complex solutions, • Frequent communication and an abundance of discretion with sensitive information, • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Job Band: H7 Shift: 1st shift (United States of America) Hours Per Week: 37.5 Weekly Schedule: Referral Bonus Amount: 2500

Job DescriptionProvide analytical financial support for a leading technology firm Responsibilities: • Collect, organize and analyze data regarding actual and projected manufacturing costs, labor, scrap, raw material, and efficiency metrics to determine the cost, trends and effects on the business., • Support and organize physical inventories and cycle counts, monitoring inventory levels, and calculating costs of excess and obsolete items., • Prepare overhead and other rates to support internal planning and analysis. Prepare rate submissions for the DCAA/DCMA and providing audit support., • Prepare margin analysis reports to support special projects., • Fully support the month-to-month forecast process and variance analysis at month-end close., • Prepare analysis to support the division’s Annual Plan., • Participate in the budget development process., • Play an active role in day-to-day Finance operations and actively participating in continuous improvement programs. Requirements: • 2+ years public accounting / industry experience, • Government contract accounting experience preferred, • Proficiency with Microsoft Office applications, with advanced skills using Excel., • Knowledge with ERP systems; experience with Infor or BAAN software preferred., • BS/BA (Finance / Accounting / Business or related discipline). CPA preferred For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, res

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

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This job is responsible for providing specialized and personali

Title: Director / Leader of International Tax Location: 100% REMOTE for candidates based on the West Coast (but must have California tax experience). The office is located in Los Angeles, so this could be hybrid if desired in LA. About the Company: Our client is a premier business management firm specializing in serving the unique financial and tax needs of high-profile individuals, including professional athletes, actors, celebrities, and other ultra-high-net-worth individuals. Position Summary: The Director of International Tax will be responsible for establishing and leading the firm’s newly formed International Tax practice. As part of a broader initiative to centralize and structure the tax department into specialized service areas, this role represents the first strategic hire dedicated to international tax. The individual will serve as the primary point of contact for all international tax matters and will play a key role in developing the group’s infrastructure, capabilities, and long-term vision. Responsibilities: • Provide strategic cross-border tax planning and advisory services for high-profile individuals, • Navigate complex international tax issues, • Collaborate with internal teams to provide comprehensive tax strategies, • Oversee and review the preparation of international tax filings, • Ensure compliance with U.S. and foreign tax laws, keeping abreast of changes in international tax regulations and their impact on our clients, • Serve as a trusted advisor to clients and internal stakeholders, offering clear, actionable tax strategies that support lifestyle, investment, and legacy goals, • Develop and implement internal best practices, policies, and procedures for international tax engagements Requirements: • 7+ years of relevant International / Foreign tax experience, • In depth knowledge of California tax law, • Experience with high-net-worth individuals is strongly preferred, • Excellent communication skills and discretion in handling sensitive client matters

Salesforce Financial Services Cloud Architect – Hybrid Rate: Up to $110/hour | Hybrid (Remote + On-site) | End Client: Leading Financial Services Firm Role Overview The Salesforce Financial Services Cloud Architect acts as a trusted technical visionary and delivery lead. They will oversee architecture, integration, and implementation strategies for complex solutions within a financial services context—leveraging Salesforce Financial Services Cloud (FSC), Service Cloud, Sales Cloud, Experience Cloud, and OmniStudio. Key Responsibilities • Lead Architectural Strategy: Define and deliver enterprise-grade Salesforce solutions tailored for financial services, aligning technical architecture with business objectives., • Drive End-to-End Implementation: Oversee workshops, solution design, testing, and deployment; support transformational initiatives across the implementation lifecycle., • Model & Integrate Data: Lead data modeling, integration strategy, and migration activities—ensuring secure connections and integration between Salesforce and external systems., • Mentor and Govern: Guide delivery teams in development best practices, governance, and architectural standards; serve as escalation point for key technical decisions., • Client Advisory & Pre‑Sales Support: Act as a strategic advisor to business stakeholders—supporting solutioning, roadmapping, scoping, and responding to RFPs or proposals., • Manage Risk & Drive Adoption: Proactively identify architectural risks and ensure solutions are scalable, secure, and optimized for long-term business value. Preferred Qualifications • 10+ years in delivering enterprise technology solutions, including 3–6+ years focused on Salesforce solution architecture., • Expertise in Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, Experience Cloud, and OmniStudio., • Strong foundation in data architecture, platform security, identity/access management, integration architecture, and Apex design patterns., • Domain knowledge across banking, insurance, wealth management, or similar financial verticals., • Ideal Certifications: Salesforce Certified Technical Architect (CTA), Application Architect, System Architect, Financial Services Cloud, or OmniStudio., • Hybrid Flexibility: Combine remote work with periodic in-office collaboration for structured teamwork and agile responsiveness., • Competitive Compensation: Up to $110/hour, offering compelling value for seasoned architectural expertise., • High-Impact Environment: Lead strategic CRM and digital transformation initiatives at a top-tier financial services organization., • Professional Growth: Gain exposure to pioneering technologies and hone leadership as both an architect and trusted advisor.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

About SHEIN SHEIN is a global online fashion and lifestyle retailer, offering SHEIN branded apparel and products from a global network of vendors, all at affordable prices. Headquartered in Singapore, SHEIN remains committed to making the beauty of fashion accessible to all, promoting its industry-leading, on-demand production methodology, for a smarter, future-ready industry. Founded in 2012, SHEIN has more than 16,000 employees operating from offices around the world and continues to expand operations globally. Join SHEIN and be the future! Position Summary We are seeking a detail-oriented and proactive Sr. Import / Customs Operation Specialist to join our logistics team. This position will be responsible for coordinating and executing end-to-end import and customs clearance processes, ensuring compliance, and driving operational excellence. We’re seeking a full-time Sr. Import/Customs Operation Specialist for our Los Angeles, CA corporate office. Job Responsibilities • Coordinate all aspects of the importation process, including tracking, documentation, • Manage import workflows to ensure timely and efficient deliveries., • Communicate and collaborate with freight forwarders, customs brokers, warehouses, and carriers to troubleshoot shipment delays and exceptions., • Ensure complete and accurate import documentation, including but not limited to: Commercial Invoices, Bills of Lading, Entry Summaries (CBP Form 7501), and Customs Declarations., • Audit 100% of import entry transactions to verify data integrity and regulatory compliance., • Maintain updated knowledge of U.S. Customs regulations, including T86, T01 processes, and applicable PGA requirements., • Identify and escalate discrepancies related to invoices, documentation, or shipment delays., • Ensure timely data entry and accuracy in TMS (Transportation Management System). Job Requirements • Bachelor’s degree in International Trade, Logistics, Supply Chain, or related field., • 5+ years of experience in import operations, customs brokerage, or international logistics., • Familiarity with U.S. import procedures, HTS classification, and CBP entry processes., • Strong attention to detail, problem-solving, and time management skills., • Proficient in Microsoft Excel and able to work in fast-paced environments., • Experience working with freight forwarders, customs brokers, or TMS platforms., • Working knowledge of import models (e.g., T01) or T86 shipments is a plus., • Familiarity with customs automation systems, EDI/API processes, or CBP compliance tools., • Licensed Customs Broker or working toward the license is a strong plus., • Mandarin and English bilingual is a strong plus., • Up to 30% business travel Benefits and Culture • Healthcare (medical, dental, vision, prescription drugs), • Health Savings Account with Employer Funding, • Flexible Spending Accounts (Healthcare and Dependent care), • Company-Paid Basic Life/AD&D insurance, • Company-Paid Short-Term and Long-Term Disability, • Voluntary Benefit Offerings (Voluntary Life/AD&D, Hospital Indemnity, Critical Illness, and Accident), • Employee Assistance Program, • Business Travel Accident Insurance, • 401(k) Savings Plan with discretionary company match and access to a financial advisor, • Vacation, paid holidays, floating holidays, and sick days, • Employee discounts, • Free weekly catered lunch, • Free swag giveaways, • Annual Holiday Party, • Invitations to pop-ups and other company events, • Complimentary daily office snacks and beverages SHEIN is an equal opportunity employer committed to a diverse workplace environment.

Job Description Job Title: Finance Transformation & Project Management Location: Los Angeles, California | Onsite/Hybrid | Full-Time | Executive Leadership Lead Strategic Transformation Across a Global Finance Organization A dynamic opportunity is available for a seasoned Vice President of Finance Transformation & Project Management to join the Finance Operations team within a global financial services organization. This role offers a high-impact platform to lead complex transformation initiatives, manage cross-functional programs, and support strategic change across the CFO organization. The ideal candidate will combine expertise in process improvement, project delivery, and strategic advisory with a proven ability to lead teams, drive collaboration across business and IT, and influence executive decision-making. Key Responsibilities: Strategic Leadership & Operations • Lead department-level transformation initiatives and oversee day-to-day operations of the project management team., • Manage and mentor direct reports, supporting their professional growth and successful delivery of key programs., • Own end-to-end delivery of highly visible initiatives across Finance Operations, including:, • Scope definition, work planning, resource allocation, timeline management, and execution oversight., • Creation of project charters, plans, and key artifacts for internal governance., • Facilitation of working sessions and executive meetings to drive stakeholder engagement., • Build trust and align priorities across CFO, Finance, IT, and external partners., • Adjust communication styles and deliverables based on stakeholder needs, ensuring clarity and executive buy-in., • Conduct data analysis and present insights in a clear, actionable format to support decision-making., • Define and track KPIs to measure success and identify continuous improvement opportunities., • Introduce structure, standards, and best practices into fluid environments. Qualifications: • 10+ years in finance transformation, project management, business analysis, or change management within financial services., • Previous experience in a Big 4 consulting firm or comparable advisory role is highly preferred., • Background in investment management, accounting, or financial operations is strongly beneficial., • Demonstrated success managing direct reports and leading enterprise-level initiatives., • Advanced knowledge of tools such as Microsoft Excel, PowerPoint, Word, Jira/Confluence, Monday.com, and Visio., • Experience with large datasets, data reconciliation, and structured analysis. Core Competencies & Leadership Attributes: • Relationship Building: Strong interpersonal skills and ability to engage with diverse teams and senior stakeholders., • Communication: Clear, transparent, and adaptive in presenting complex material across various audiences., • Independent Leadership: Self-starter with the ability to work independently while driving team success., • Organizational Agility: Capable of multitasking and managing priorities in a fast-paced environment., • Strategic Thinking: Balances detail orientation with a broad understanding of organizational goals., • Results-Driven: Committed to delivering high-impact outcomes and leading initiatives to completion., • Curiosity & Innovation: Enthusiastic about learning, solving problems, and creating new solutions. Education: • Bachelors degree required, preferably in Accounting, Finance, Business, or related field. Why Join This Team? • Be part of a high-visibility transformation group driving innovation in a global financial environment., • Collaborate with top-tier professionals across business, technology, and strategy., • Influence enterprise-wide change with opportunities for long-term growth and advancement. Apply now to bring your strategic leadership and project delivery expertise to a company committed to operational excellence and innovation.

Wealth Relationship Manager - Monterey Park, CA. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationshi

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re

Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds,

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as