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

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

Job Overview This job posting is anticipated to remain open for 30 days, from 20-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 18200 Von Karman Ave, Suite 560, Irvine, CA This job posting is anticipated to remain open for 30 days, from 22-Oct-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: • Training which may include mentoring, job shadowing, coaching and branch office visits, • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... • A culture of continuous improvement and professional development, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $33.73 Hiring Maximum: $40.06 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Skills: • Ability to learn and apply legal and regulatory requirements related to selling financial solutions, • Work independently with strong problem solving, critical thinking, and sound judgement, • A resilient, creative and progressive mindset, • Motivated to achieve results as an individual and team, • Deepening relationships with existing clients, • Gather information and collect suitability information to open new accounts, • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation, • Execute Financial Advisor solicited buy/sell orders and confirm with clients, • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals, • Actively business plan and work as a team to continuously evaluate and execute branch strategies, • Building meaningful connections and long-lasting relationships with clients, • Managing multiple projects in a dynamic and highly collaborative organization, • Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate, • High School Diploma/Equivalent required; Bachelor's degree preferred, • 3-5 years of relevant experience in securities/financial services industry preferred, • Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period Complete required CE training to ensure license(s) are in good standing Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 06-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program, • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions, • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate, • Resiliency and adaptability in a nimble learning environment, • Attention to detail, strong organizational and time management skills Can you see yourself... • Providing personalized investment and financial solutions to clients?, • Cultivating relationships in your local community to grow the business?, • Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... • A culture of continuous improvement and professional development, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: • Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals., • Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met., • Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances., • Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client., • Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results., • Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business., • Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies., • High School Diploma/Equivalent required; Bachelor's degree preferred, • Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period, • At least 3-5 years of relevant experience in securities industry preferred, • FINRA licenses required within three months. State insurance licenses required, • As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Title: Administrative Assistant/Payroll Processor Location: Orange, California (Hybrid) Company: Talley LLP About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services Position Summary The Administrative Assistant/Payroll Processor supports both day-to-day office operations and end-to-end payroll administration. The ideal candidate is detail-oriented, adaptable, and proactive, with strong organizational and technical skills. You’ll work closely with multiple teams to ensure smooth operations, accurate payroll processing, and professional experience for both clients and employees. This position is on-site only and requires a consistent presence to support internal teams and client-facing activities. Key Responsibilities Client Service & Office Administration • Serve as a welcoming and responsive point of contact for clients and staff, managing calls, emails, and client document portals., • Prepare and organize client materials, deliverables, and meeting packets with precision and timeliness., • Maintain organized and presentable office spaces, ensuring supplies and shared areas are ready for daily operations., • Process and distribute mail (receiving/sending), scan and upload documents, and maintain consistent digital organization standards., • Enter and update client and internal data accurately across systems., • Support cross-departmental projects and process improvements that enhance efficiency and client service., • Be a point person in answering and elevating staff inquiries as required., • Manage employee information in Paycom, ensuring accuracy in job details, tax settings, and benefits enrollment while maintaining confidentiality., • Process bi-weekly payroll, including reconciliation of hours, deductions, PTO, and adjustments., • Maintain compliance with I-9 documentation, employment verifications, and record retention., • Provide general administrative support to HR, Tax, and Operations teams., • Assist with new hire onboarding and first-day activities, coordinating with IT and Facilities., • High school diploma required; some college or associate degree preferred., • 1–2 years of administrative or payroll-related experience, ideally in a professional services environment., • Proficiency in Microsoft Office (especially Excel, Outlook, and Word) and comfort using cloud-based tools and new platforms., • Strong attention to detail and ability to manage multiple priorities with accuracy., • Excellent written and verbal communication skills with a professional demeanor., • Demonstrated reliability, adaptability, and ability to work both independently and collaboratively., • Discretion in handling sensitive and confidential information. A successful team member in this role will: • Take initiative to anticipate needs, follow through without prompting, and proactively support others., • Demonstrate consistent professionalism, communication, and attention to detail in all interactions., • Balance independence and teamwork, contributing to collective goals while managing individual responsibilities effectively., • Leverage technical skills, especially in spreadsheets and digital document systems, to maintain accuracy and efficiency., • Location: On-site in Orange County, CA (no remote or hybrid option)., • Schedule: Monday–Friday, standard business hours., • Travel: Limited local travel may be required.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

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

Job Description About the job Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients’ financial plans, all while upholding the high-quality standards to which our clients are accustomed. Key Responsibilities • Support the advisors in managing client relationships., • Prepare detailed financial plans, including client-ready reports, proposals, and presentations., • Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions., • Provide dedicated support for clients regarding their existing accounts. Core Competencies • Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance, • Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner., • Superior attention to detail, • Effective listening skills with ability to quickly process information., • Ability to prioritize and meet deadlines in a fast-paced environment., • Excellent critical thinking and problem-solving skills., • Ability to work effectively independently as well as in a team environment., • Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors., • Continually seek to expand and enhance personal knowledge. Experience, Education & Licenses • Financial Services: 3 years (Preferred), • Insurance License (Required), • Series 7 (Required), • Series 63 (Required), • Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®) Benefits • 401k + match, • Healthcare, • Vision, • Life, • Disability, • PTO, • Holidays

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

We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Garden Grove campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Bachelor's degree with coursework in math, business,

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals.The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent

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

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

ABOUT BASTION Bastion U.S. is an integrated, full-service marketing and communications agency committed to understanding the human behind the data. As part of our mission, Bastion Insights operates as a strategic research and insights division, delivering powerful consumer intelligence through advanced qualitative and quantitative methods. Our expertise ranges across quantitative methodologies (brand tracking, segmentation, conjoint analysis, A&U studies, advanced analytics) and qualitative approaches (focus groups, IDIs, online communities, diaries). We work with some of the world’s most innovative and respected brands to inform smarter decisions and drive real-world impact. THE OPPORTUNITY Bastion Insights is seeking a highly strategic, commercially minded, and entrepreneurial President to lead and grow our boutique market research practice. This is a high-visibility executive role for a business builder with a passion for insights, an instinct to drive growth, and a proven ability to lead cross-functional teams. The ideal candidate must be as subject matter expert in market research & insights who is as comfortable pitching a Fortune 500 CMO as they are mentoring a junior researcher—someone who can evolve our offering, expand our footprint, and deliver insight-led growth across sectors. KEY AREAS OF RESPONSIBILITY Strategic & Operational Leadership • Set the strategic vision for the practice, identifying growth opportunities, emerging methodologies, and new service areas., • Guide the development of innovative research solutions tailored to evolving client needs, especially in areas such as AI-enabled analysis, agile research, and predictive insights., • Oversee operational execution to ensure timely, high-quality delivery of all research engagements. Business Development & Growth Leadership • Own and drive the commercial growth strategy of Bastion Insights, with a focus on new client acquisition, expansion of existing relationships, and increased revenue generation., • Build and lead proactive outreach strategies, develop compelling proposals, and pitch to senior decision-makers across industries., • Represent Bastion Insights in high-stakes client conversations, industry events, and thought leadership forums., • Collaborate with marketing and corporate leadership to position Bastion as a go-to insights partner. Client Relationship Management • Serve as a trusted advisor to senior-level clients, helping them translate business challenges into researchable questions and research findings into strategy., • Drive long-term client value by embedding insights into their decision-making processes., • Lead key accounts and ensure exceptional service delivery, quality control, and client satisfaction. Team Leadership & Culture • Lead, inspire, and develop a high-performing, multidisciplinary research team., • Foster a culture of accountability, creativity, and excellence in both client service and internal collaboration., • Promote knowledge sharing and professional development within the team. Financial & Performance Management • Own P&L responsibilities including revenue forecasting, profitability tracking, and operational budgeting., • Establish and manage performance metrics tied to revenue growth, client retention, and operational efficiency., • Establish comprehensive project pricing strategies with vendor partners that ensure competitive positioning while maintaining profitability, • Partner closely with the CFO to ensure financial discipline and sustainable scaling. QUALIFICATIONS • 15–20+ years of experience in primary market research (quantitative and qualitative), with a proven track record in commercial growth, preferably in a consultancy or agency setting.10+ y, • ears in a leadership role with business development responsibility.Demon, • strated ability to drive revenue growth, develop strategic partnerships, and close complex deals.Deep, • expertise in a range of research methods including brand tracking, segmentation, conjoint analysis, A&U studies, and qualitative techniques such as focus groups and IDIs.Stron, • g consultative selling skills and the ability to tailor insights-driven offerings to diverse business challenges.Excel, • lent communication and storytelling abilities; comfortable presenting to senior executive stakeholders.Entre, • preneurial mindset with a passion for innovation, client impact, and organizational growth.Demon, • strated strong vendor management expertise.Exper, • ience integrating emerging technologies (e.g., AI, automation) into research offerings is a strong plus.BA in, • Marketing/Market Research/Behavioral Science or related field preferredAbili, • ty to work hybrid from the Costa Mesa, CA office. SALARY RANGE The salary range for this role is $220,000-$250,000. WHY BASTION? • Join a high-caliber team with the flexibility, autonomy, and agility of a boutique firm backed by the resources of a global collective., • Lead a division poised for its next chapter of growth—with the freedom to shape its strategy and culture., • Work with bold brands and decision-makers who value insight-led thinking., • Be part of an organization that blends creativity, data, and human understanding to solve complex business challenges. Bastion U.S. is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees. Ready to lead with insight—and build something exceptional? Apply now.

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. At Bank of America, you can build a successful career with opportunities to learn, grow, and make a

The Budget Manager will lead institutional budgeting efforts, conduct financial analysis and forecasting, prepare regular and ad hoc reports, and serve as a key advisor to department heads across campus. Senior Budget Manager, who is retiring after 15 years of faithful service. The selected candidat

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Recommends financial advice and guidance that align with client financial goals and needs. Experience with financial information, spreadsheets and financial skills. Bank Of America Financial Advisor.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Utilize marketing tools and resources to grow your client base., • Provide guidance on insurance, investments, and retirement planning., • Engage in structured coaching, mentorship, and training programs., • Attend virtual and in-person training to enhance financial expertise., • Attend hybrid meetings, including in-person team collaboration, as required.Qualifications:, • Strong interpersonal and communication skills., • Demonstrated leadership or a proven track record of success., • No prior experience in finance is required—comprehensive training is provided., • Highly motivated with a strong work ethic., • 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 Are you a leader who has the following traits? • Competitive, • Business-minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2024, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aa1 Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of the training we offer. • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide to clients. • 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Participate fully in all scheduled training sessions, • Leverage digital tools and platforms efficiently, • Pursue ongoing learning and professional development, • Strive to consistently achieve and surpass production targetsQualifications:, • Integrity, • Strong work ethic, • Professional demeanor, • Persuasive and confident, • Resilience, • Goal-oriented, • Coachability, • Natural relationship builder, • Business mindsetAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Job DescriptionDebt validation center looking for closers Hourly plus commission If you're a closer come join our team Must send Resume to be considered for the position Summary: With more Americans struggling financially now, our company is expanding again. We are interviewing this week for sales positions for a debt settlement advisor to work with company-generated inbound leads. We are a focused marketing affiliate that focuses on lead generating for debt settlement and works with several backend companies offering options for our clients to resolve their debt if the way it fits them best. Debt Settlement Inside Phone Sales Representatives is responsible for advancing leads through the sales process, closing new business, and achieving/assisting in the achievement of opportunity-based sales quotas. Sales experience is a plus but not required. Will train and mentor motivated individuals. Excellent communication and negotiation skills. Empathetic and client-focused approach to sales. Self-motivated and target-driven with a proven track record of meeting or exceeding sales goals. Ability to work independently and as part of a team. What We Offer: All leads are incoming calls and good high debt. Competitive base salary and a generous commission structure. Ongoing training and professional development opportunities. A collaborative and supportive work environment. The chance to help individuals regain control of their finances and improve their financial well-being. Flexible working arrangements. Join our team and play a crucial role in helping individuals and families break free from the burden of debt. Your sales expertise can make a real difference in the lives of our clients while offering a rewarding and financially rewarding career.

Job DescriptionDescriptionWe are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist. Minimum Qualifications • 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses, • Bachelor’s degree in Accounting, Finance or a related field, • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred, • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.), • Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects, • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences, • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies, • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda, • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections, • Respond to client communications thoroughly and timely using dedicated channels, • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines, • Draft and update deliverable documentation for client reference and review, • Develop systems and processes for enhancing client experience Skills, Knowledge and Expertise • Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty, • Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects, • Demonstrated skill in working collaboratively with internal teams and external stakeholders, • Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients, • Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations, • Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity, • Self-motivated and capable of independently driving client engagements forward Benefits • Remote work, • Medical, dental, vision, life, and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Continuing education, • Teambuilding events

Job Description 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: $17.78 - $18.72 Per Hour BENEFITS: VOALA offers competitive medical, dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Academic Tutor supervises academic tutoring sessions to help program participants develop the skills required to master academic course material in specific subjects such as Math, English, Science, etc. as stated by the Lead Tutor. Provide individual and small group tutoring to students after-school through homework help and/or class material review. The Academic Tutor will also help develop and implement enrichment activities to enhance the participant's academic and social development. Other assistance might include; creating engagement activities and leading math and/or college preparatory workshops. DUTIES AND RESPONSIBILITIES • Lead academic tutoring sessions to help participants develop the skills required to master academic material, • Coordinates daily homework assistance and tutoring program for students, • Develop lesson plans and tutor in accordance with California Content Standards, • Assist in the creation of learning activities and other department objectives, • Complete tutorial log daily and complete monthly reports, • Monitor the use of tutoring resources (laptops, calculators, books, etc.) during tutoring session, • Set up materials and prepare the classroom for the day's activities., • Keep written logs of students' and observations and progress, • Communicate with Lead Tutor, Project Advisor, and Director concerning the participants, • Mentor students about the college experience, • Present and lead workshops on topics around college/careers/financial literacy/leadership development as needed, • Monitor and supervise students during field trips when needed, • Coordinates daily homework assistance and tutoring program for students, • Develop lesson plans and tutor in accordance with California Content Standards, • Assist in the creation of learning activities and other department objectives, • Complete tutorial log daily and complete monthly reports, • Keep written logs of students' and observations and progress, • Prepares the classroom for the day's activities and programs by setting up materials REQUIREMENTS: • Current college freshman or higher with a mastery of target subject 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 DescriptionTechnical Payments Consultant (QSA) at TevoraIrvine, CA, or Fairfax, VA If you haven't heard of Tevora, it's because we've done our job!Tevora is a tight-knit community of professionals with a shared passion for our craft. Every day, we combine in-depth knowledge of cybersecurity, technology, and compliance to help create more secure digital environments. To Tevorans, every problem is a puzzle in need of solving. We strongly believe that if we put smart, driven people in a room together, they will accomplish great things. We maintain a supportive culture that celebrates continuous learning, diverse perspectives, and sharing the wins. That's why we have our eyes on you. What's the Role?As a Technical Payments Consultant and Qualified Security Assessor (QSA), you will play a critical role in providing expert guidance and technical expertise to clients in the payments industry. You will be responsible for assessing and ensuring the security and compliance of payment systems, applications, and processes. Your experience as a PCI QSA will be instrumental in evaluating, recommending, and implementing robust security measures to protect sensitive payment data and maintain regulatory compliance. A day in the life could include: Payment Security Assessments:•Conduct comprehensive and detailed assessments of clients' payment systems, applications, and processes to identify potential security vulnerabilities and compliance gaps.•Evaluate and analyze payment architectures, technologies, and payment processing environments to ensure they meet industry standards and regulatory requirements. Compliance and Certification:•Leverage your expertise as a Qualified Security Assessor (QSA) to guide clients through the compliance process, ensuring adherence to relevant industry standards such as PCI DSS, PA-DSS (or SSF), and other payment-related regulations.•Assist clients in obtaining and maintaining relevant certifications and compliance reports. Security Recommendations and Remediation:•Provide clients with detailed recommendations and strategies to enhance the security posture of their payment systems and applications.•Collaborate with client teams to develop and implement effective remediation plans to address identified security vulnerabilities and compliance issues. Technical Consultation:•Offer technical expertise and guidance to clients on implementing secure payment technologies, encryption methods, secure data storage, and secure coding practices.•Advise clients on best practices for securing payment card data and sensitive financial information. Client Relationship Management:•Establish and maintain strong working relationships with clients, acting as a trusted advisor on payment security matters.•Serve as the primary point of contact for technical discussions and security-related inquiries. Industry Awareness:•Stay up-to-date with the latest trends, developments, and regulatory changes in the payments industry and cybersecurity domain.•Continuously improve your knowledge and skills to remain at the forefront of payment security practices. Qualifications and Skills: • Minimum of 1 year of experience as a PCI Qualified Security Assessor (QSA), conducting payment security assessments and ensuring compliance with industry standards such as PCI DSS., • Bachelor's degree in Computer Science, Information Security, or a related technical field in STEM., • Strong analytical and problem-solving skills, with the ability to identify security risks and recommend appropriate solutions., • Excellent communication and interpersonal skills, with the ability to convey technical concepts to both technical and non-technical audiences., • Proven ability to work independently and in cross-functional teams to achieve project objectives., • In-depth knowledge of payment security technologies, payment processing, encryption, and tokenization methods., • Familiarity with industry frameworks and standards, including PCI DSS, PA-DSS (or SSF), ISO 27001, and NIST Cybersecurity Framework., • A commitment to maintaining the highest level of confidentiality and professionalism.Additional Qualifications:, • Eligible to work in the United StatesWe've Got You Coverd!, • Comprehensive benefits including: Medical, Dental, Vision & Basic Life Insurance, • Paid Vacations, Sick Time, & Holidays, • 401 (k) with discretionary company match

Job DescriptionAbout BPM BPM LLP is a full-service accounting and advisory firm recognized for its people-first culture and entrepreneurial spirit. With a strong presence in California and clients across the U.S., BPM offers comprehensive tax, assurance, and consulting services. The firm is consistently ranked among the Bay Area’s “Best Places to Work” and is known for its flexible work arrangements, professional development programs, and inclusive environment. Role OverviewThe Tax Director – M&A will lead strategic tax advisory services for private equity firms, corporate clients, and their portfolio companies. This role focuses on tax structuring, due diligence, and integration planning for mergers, acquisitions, and reorganizations. The ideal candidate will bring deep technical expertise, leadership capabilities, and a consultative approach to client service.Key Responsibilities: • Lead tax structuring and planning for M&A transactions, including buy-side and sell-side engagements., • Oversee tax due diligence and risk assessments for target entities., • Advise clients on tax implications of deal structures, including entity selection, purchase price allocation, and post-transaction integration., • Collaborate with cross-functional teams (e.g., valuation, audit, legal) to deliver seamless transaction support., • Manage client relationships and serve as a trusted advisor on complex tax matters., • Mentor and develop junior staff, fostering technical growth and leadership., • Contribute to business development efforts, including proposal writing and client presentations.Qualifications:, • CPA or EA required., • Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred)., • Minimum 7 years of experience in public accounting or consulting, with a focus on M&A tax., • Strong knowledge of partnership taxation, corporate reorganizations, and ASC 740., • Experience with flow-through entities and REITs is a plus. [Tax Direct...b-9ef4 ...], [Tax Direct...\u007C Built In], [Tax Direct...plify Jobs], • Proven ability to manage multiple complex projects and deliver high-quality results., • Excellent communication, analytical, and presentation skills., • Entrepreneurial mindset with a passion for client service and team leadership.What you get:, • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility., • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections., • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself., • Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.Who is successful at BPM:, • Caring people who put others first, • Self-starters who embody the BPM entrepreneurial spirit, • Authentic individuals with a diverse point of view, • Lifelong learners with a drive to excel BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

Job Description Join New York Life as a Financial Advisor and be part of a Fortune 100 company with a strong legacy of supporting individuals and families. For over 179 years, we've dedicated ourselves to helping people achieve their financial goals. As a mutual company, our commitment is to our policyholders, which empowers us to focus on long-term client success without external pressures. Here, you'll find a culture that values innovation and employee growth, offering flexible work arrangements, competitive pay, and a collaborative environment. Our team thrives on the diverse perspectives and voices that contribute to our shared mission. Step into a role that not only supports your professional development but also impacts the lives of those you serve. Compensation: $80,000 - $120,000 Responsibilities: • Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets/liabilities, and life circumstances, • Develop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow management, • Recommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectives, • Monitor and review client portfolios regularly; make adjustments as needed, • Stay current on market trends, economic conditions, and regulatory changes, • Generate new business through referrals, networking, outreach, and prospecting, • Provide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospects, • Prepare financial reports, performance summaries, and periodic reviews, • Ensure compliance with all relevant laws, regulations, licensing, and firm policies, • Business mindset, • Self-discipline and goal orientation Licensing: • State Life & Health Insurance License (required before selling insurance), • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York Life, • Deep knowledge of investments, insurance, retirement, tax, estate planning strategies, and risk management, • Excellent interpersonal, communication, and presentation skillsAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. • Human Rights Campaign: 2022 Corporate Equality Index, Forbes., • 2022: America’s Best Employers for Diversity., • Latino Leaders 2022 Best Companies for Latinos to Work For., • We’re proud of the help we’ve provided and continue to provide to clients., • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE., • Includes term, whole, and universal life.

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 power of enduring relationships and 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 Southern California and Hawaii. 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 License (Preferred) #LI-MMSG1

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description In this role, you will report to the Procurement Manager and lead strategic sourcing initiatives across a range of indirect categories, including technology, data acquisition, and marketing. This is a hybrid role based out of our Costa Mesa office. You will: • Support the onboarding of new categories into the procurement ecosystem, bringing flexibility, and curiosity., • Develop and execute sourcing strategies aligned with KPIs and business goals, delivering measurable value through cost savings, quality improvements, and risk mitigation., • Manage the competitive bidding processes (RFI/RFP/RFQ), evaluate supplier proposals, and make data-driven recommendations., • Negotiate contracts, pricing, and commercial terms to secure favorable outcomes while ensuring compliance and minimizing risk., • Build strong relationships with internal stakeholders, acting as a strategic advisor to align sourcing strategies with business needs., • Maintain and enhance supplier relationships, driving performance and continuous improvement., • Stay informed on market trends and emerging technologies to support innovation and category expansion., • Collaborate with Legal, Finance, and technical teams to support contract development and supplier onboarding., • Identify opportunities for process improvement and innovation across assigned categories., • Ensure compliance with procurement governance, regulatory standards, and internal policies.Qualifications, • 5+ years of experience in procurement, strategic sourcing, or supply chain roles., • 3+ years leading complex sourcing initiatives, including contract negotiations and bidding., • Familiarity with Platform-as-a-Service (PaaS) models and technology sourcing., • Familiarity with Marketing platforms, tools, and technology., • Experience managing multiple indirect categories., • Experience with contracting principles, supplier management, and category strategy., • Experience with contract drafting and redlining., • Proficiency with strategic sourcing methodologies and procurement tools (e.g., CLM platforms)., • Bachelor's degree in business, Supply Chain, or a related field preferred. Additional Information Benefits/Perks: • Great compensation package and bonus plan, • Core benefits including full medical, dental, vision, and matching 401K, • Flexible work environment, ability to work remote, hybrid or in-office Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Hybrid

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com Job Description Experian is looking for a Senior Vice President, FP&A and Strategic Finance to report to our North America Chief Financial Officer. As a key member of the North American finance executive team, you will lead all aspects of financial planning for Experian's North America portfolio of businesses with over $5 billion in revenue and more than $1.5B EBIT. This role is critical to driving strategic clarity, sustainable growth, and operational excellence across our North American operations, which represent a significant portion of our global footprint. The ideal candidate will bring strategic acumen, deep financial expertise, and a collaborative leadership style to help scale our global data and technology business in a fast-evolving market. This is a people leadership role with a geographically dispersed team of 10. The ideal candidate will be based on the West Coast—preferably in California—and while remote work is supported, regular travel to our Costa Mesa office is expected. Key Responsibilities: Regional Financial Strategy & Leadership • Partner closely with the regional CEO, CFO and finance leaders in the business to drive financial strategy, ensuring alignment with global growth priorities and capital allocation frameworks., • Partner with global and regional leaders to evaluate strategic investments, partnerships, and M&A opportunities within the region., • Represent North America in global finance forums, contributing insights and recommendations to executive discussions., • Be a trusted advisor to North American business unit leaders, translating financial insights into actionable strategies across product, sales, marketing, and operations., • Drive robust competitor comparisons in partnership with business unit leaders., • Own the budgeting, forecasting, and performance analysis processes for North America, ensuring accuracy, transparency, and agility., • Lead a high-achieving regional FP&A team, promoting a culture of analytical rigor and business partnership., • Implement scalable financial systems and tools to support real-time decision-making and scenario planning., • Ensure compliance with global financial policies, FTSE reporting standards, and regional regulatory requirements., • Collaborate with global Accounting, Tax, and Treasury teams to ensure seamless financial operations and reporting integrity.Qualifications, • 15+ years of progressive experience in FP&A, or related financial leadership roles, ideally within a high-growth tech, SaaS, or data platform company., • Experience leading finance functions in a publicly traded company, preferably with global operations., • Strong command of financial modeling, analytics, and enterprise performance management platforms., • Proven ability to influence cross-functional stakeholders and communicate effectively with executive audiences., • Demonstrated success in leading finance teams and driving strategic transformation in complex environments., • MBA, CFA, CPA, or equivalent advanced degree preferred. Additional Information Benefits/Perks: • Comprehensive executive level total rewards package, • Hybrid work environment - West Coast, ideally CA based, • Flexible time off including unlimited vacation, volunteer time off, and 12 paid holidays Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a variable pay opportunity and a comprehensive benefits package. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. Innovation is an important part of Experian's DNA and practices, and our inclusive workforce allows everyone to succeed and bring their whole self to work. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Hybrid

Job DescriptionCompany Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok. Job Description The Principal Scientist I in the Tissue Materials Science group is responsible for directing research and/or project activities and professional development of a group of scientists within TMS by effectively mentoring, guiding and/or supervising scientific personnel. He/She/They independently conceive, execute and communicate novel multi-disciplinary research or development strategies that achieve project for the Fillers device franchise, including Juvéderm and Next Generation Dermal Fillers, pre-concept (early research) and new model development. The focus of such studies will be to evaluate the interaction of current and future medical devices with cells and tissues for purposes of establishing device proof of concept, completing regulatory submission-related studies (ISO 10993), performing life cycle compliance-related activities, and developing scientific messaging for advertising/promotional support. This individual is expected to be a team leader and engage key stakeholders, including global strategic marketing, medical affairs, regulatory affairs, clinical development, and publication planning to successfully achieve project goals. The individual serves as a lead scientist on his/her/their own project and contribute scientific insights into multiple other projects. The Principal Research Scientist I may mentor/supervise a team of one or more direct reports and evaluate the performance of those individuals. Additionally, the individual is accountable for the effective performance of the team/individuals. Key Duties / Responsibilities SCIENTIFIC LEADERSHIP • Function as a principle investigator/lead, generating original technical ideas and research or development strategies., • Represents TMS in cross functional teams to provide technical leadership for design, analysis and reporting for pre-concept or development programs and drive alignment with functional management., • Authors publications, presentations and/or primary inventor of patents., • Serve as a technical advisor and subject matter expert in his/her/their discipline., • May be required to mentor/train/manage junior staff in a matrix based organization or as part of a project team. SCIENTIFIC EXECUTION • Demonstrate creative “out of the box” thinking to solve difficult problems and champion new technologies to achieve project goals., • Develops and executes in vitro, in vivo and tissue processing methods to support development of novel medical device/tissue products., • Critically evaluate scientific or regulatory advances, competitive threats or business development opportunities. SCIENTIFIC COMMUNICATION • Serves as a technical advisor and subject matter expert in his/her/their discipline to management and internal customers, driving alignment with cross-functional Asset teams and management for activities and deliverables., • May contribute to publications, regulatory documents and inventions and present at external conferences., • Provides regular updates to manager and project teams, contributes and prepares technical reports for the department and management as needed. CROSS-FUNCTIONAL TEAM REPRESENTATION • Critical team member in Asset Strategy, involved in developing project strategy, • Serves as TMS representative on Asset teams, Strategy teams and product development subteams, providing expertise in areas of tissue responses to Fillers., • Supports Design Control activities as the non-clinical representative on development teams with minimal guidance., • Organizes, schedules, and participates in project team meetings to define and schedule project activities and review completed tasks., • Communicates project status to supervisor, project team leader, other research managers, and R&D committees as appropriate., • Prepares time and cost estimates of project activities for review by manager to achieve realistic project completion dates Qualifications Education and Experience • Ph.D. and a minimum of 6+ years of industry experience OR Master’s degree and 12+ years of industry experience OR BS and 14+ years of industry experience;. Degree in a related scientific or engineering discipline (cell biology, molecular biology, pharmacology, immunology, bioengineering, or similar), • Medical device experience or experience in a regulated environment is preferred., • Experience in a medical device, pharmaceutical, or related setting with a proven record of success in conducting R&D projects, • Experience and working knowledge of medical device, drug and/or biologics, and combination product regulations (21 CFR 820, 21 CFR 210/211, 21 CFR Part 4, Biologics, etc.), • Experience managing outsourced research activities, • Experience managing in vivo and in vitro research activities, • Working knowledge of biocompatibility testing requirements (ISO 10993), • Experience conducting/managing biocompatibility studies is a plus, • Technical report writing proficiency in support of regulatory submissions, • Expertise in small / large animal model study performance and imaging, • Creativity, strong verbal and written communication skills, strong scientific leadership skills, ability to work effectively in independent and team settings, and acute attention to detail are essential skills for this position, • Able to multitask and work within timelines., • Able to build strong relationships with peers and cross-functional partners to achieve higher performance. Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our short-term incentive programs. * This job is eligible to participate in our long-term incentive programs Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job DescriptionCNM LLP is a technical advisory firm that provides high value, specialized accounting advisory services based in Southern California, with offices in Los Angeles, Orange County, San Diego, and New York. Recognized as a Great Place to Work®, CNM is an organization fully-committed to help businesses ranging from startups and loosely held mid-market companies to multi-national Fortune 500 companies identify and address critical issues in an effective and proactive way. Founded in 2003, CNM is a vibrant company full of people committed to consistency in processes and performance. The CNM reputation is built upon a foundation of professional excellence and trusted relationships and is recognized nationally for commitment to excellence. Employees value the open and honest environment, consistent focus on work life balance and an outstanding culture that is difficult to find anywhere else in the professional services industry. We are currently searching for a Manager to join our high performing Internal Controls and SOX Advisory team in Orange County. We offer a hybrid (onsite/remote) work environment that will allow you to continue working with the flexibility that you have grown accustomed to over the past few years, while also continuing to provide onsite service to our fantastic clients. There is local travel throughout the Orange County area for 2-3 days per week, with the remaining workdays spent remotely. Out-of-town travel is very rare. Managers work with clients to provide solutions that meet their needs; developing relationships through trust, open and honest communication, and quality delivery. Responsibilities: • Lead SOX compliance teams at mature public companies and build SOX compliance programs at pre-IPO and first-year public companies; overseeing the delivery of fieldwork and project teams to meet and exceed our client’s expectations, • Advise clients as an SME on complex Sarbanes-Oxley (SOX) compliance issues, including PCAOB hot topics and external auditor requirements, • Lead engagement planning and monitor progress against key milestones; identifying and communicating timely roadblocks or delays, • Assist with and provide advice to clients on related areas including, but not limited to: risk assessment and scoping, entity level controls, fraud risk, segregation of duties, control rationalization, internal control design and operating effectiveness, management action plans, and deficiency assessments, • Collaborate with process owners to create process narratives, risk and control matrices and flowcharts; identifying opportunities to improve business processes and internal controls using your knowledge, prior experiences, and leading practices, • Evaluate, synthesize, organize and interpret data and information to conclude on design and operating effectiveness of key controls, • Prepare for and lead internal, client, and external auditor meetings, including, but not limited to walkthroughs, status reporting, and fieldwork close meetings, • Perform timely review of project deliverables to ensure alignment with client, external auditor requirements, and CNM quality standards, • Provide timely, open, honest, and constructive feedback to team members; seeking out ways to create extraordinary development opportunities and ways for your team to make an impact on our clients, • Build and manage client relationships, serving as a trusted advisor, responding to client needs, and acting as the main point of contact with clients, • Oversee project budgets, project resource assignments, and monitor project status and reporting; proactively identifying project risks, roadblocks, or scope creep and communicating them timely to the client, • Assist with oversight and management of off-shore delivery teams, • Balance competing priorities with minimal client disruptions, managing time effectively to maintain project progressQualification:, • Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or a related field of study, • Minimum 6 years of experience at a public accounting firm with external audit, advisory, or internal audit services, • Knowledge of PCAOB standards, US GAAP, as well as Sarbanes-Oxley Act provisions and methodologies for achieving compliance., • Professional certification of CPA, CIA, CISA or similar preferred (CNM provides extensive resources and support to enable our team to learn and grow and obtain professional certifications if you do not yet have these certifications), • Have an understanding of core business processes such as Financial Close, Accounts Payable, Inventory, Revenue etc., • Desire to coach others, train and mentor and help the team build core competencies based upon ever changing needs of clients, the business environment, and regulatory environment, • Exceptional people, project and client management skills gained by working in multiple, professional environments, • Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations, • Deep experience translating complicated issues into simple and easy to understand terms to guide clients and provide information, • Experience working in high pressure and fast paced environments using skills learned to manage resources to ensure that projects are achieved and well managed, • Ability to adapt to unexpected changes in timelines, deadlines, and scope of workPay and Benefits:, • 40-hour work week, • Training events to ensure CPE compliance, • Medical, Dental, Vision Plans, • 401(k) match, • PTO: 15 days accrued per year, • Company paid holidays, including company shutdown the week between Christmas and New Years, • 3 wellness days, • Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party, • Monthly mobile reimbursement, • Reimbursement allowances: flex, technology, health and wellness and personal development, • Fully stocked kitchen, • Base Pay $120,000 - $138,500

Job Description Financial Advisor Mass Mutual, a Fortune 125 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Mass Mutual offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions. Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Mass Mutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Training, Support, and Professional Development: Mass Mutual offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Mass Mutual Insurance Company provides the resources and ongoing support you would expect from a Fortune 125 company, with the freedom and autonomy of running your own career. You will be in business for yourself, but never by yourself. Qualifications: We require highly motivated, enterprising individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: Mass Mutual is among the strongest and most respected financial companies in America today. Mass Mutual has earned some of the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best, Standard and Poor's, Moody's Service, and Fitch. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Financial Advisors offer investment advisory services. Mass Mutual Insurance Company, A Licensed Insurance Agency - Equal Opportunity Employer. Apply today! Compensation: $80,000 - $120,000 at plan yearly Responsibilities: • Obtaining a CA State Life and Health License - required part of the program, • Educating potential clients on the products and services we offer at Mass Mutual, • Growing a Network and Attending Community Events, • Prospecting for new Clients in various social and Networking groups, • Customizing strategies for Clients, • Using social media and other marketing tools to Prospect (FB Business and LinkedIn), • Building long-term relationships with clients and keeping relationships strong through consistent correspondence, • Use the CRM database to organize your business and do a Relationship Marketing program through digital mailersQualifications:, • Social nature, with the ability to form long-lasting relationships, • Networking Mentality and Creative Marketing Strategies, • Great Communication Skills - both verbal and written, • Will Learn Recruiting of Advisors, • Works well independently and as part of a Team, • Sales or Business experience is a definite plus, but not required, • Integrity and the Motivation to Help People and make their lives better, • Disciplined to attend weekly meetings and classes, • Strong focus on sticking to an organized Calendar, • Bilingual and Cultural Experience is a definite plusAbout Company Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Job Description Position Summary: The Bilingual Accountant will play a key role in advising and managing clients’ accounting and tax matters while delivering exceptional service and strategic insights. This role goes beyond traditional accounting—it’s an opportunity to become a trusted financial advisor for entrepreneurs and corporations alike. Key Responsibilities: * Prepare, review, and analyze individual, corporate, and partnership tax returns (Forms 1040, 1120, 1120S, 1065, etc.) * Conduct financial analysis, reconciliations, and monthly reporting * Provide consulting on tax strategies, entity structures, and business efficiency * Manage client relationships, offering proactive financial advice and planning * Collaborate with internal teams to ensure compliance, accuracy, and profitability * Communicate effectively with clients in both English and Spanish * Stay current with IRS regulations, California tax laws, and accounting standards Ideal Candidate Profile: * Bachelor’s degree in Accounting, Finance, or related field (CPA or EA preferred) * Minimum of 3 years of professional experience in accounting or tax preparation * Proficient in QuickBooks (Online and Desktop) and Excel * Fully bilingual (English/Spanish) with strong communication and presentation skills * Client-focused, self-motivated, and committed to professional growth * Strong analytical mindset with the ability to simplify complex financial concepts for clients * Desire to grow within a consulting environment and take leadership responsibility What We Offer: * Competitive salary and performance-based incentives * Career development and training opportunities * Direct mentorship from experienced tax and business advisors * Positive and professional work culture focused on growth and collaboration Ready to Grow With Us? If you’re an accountant looking to take your career to the next level — to become not just a number cruncher but a true business strategist — we want to hear from you. Company DescriptionFor over 17 years, El Triunfo Corporation has provided trusted tax, accounting, and business consulting services to individuals and small businesses. Our team of experienced professionals is dedicated to minimizing taxes, ensuring compliance with complex federal and state laws, and helping clients achieve long-term financial success. We pride ourselves on high standards, personalized service, and strong relationships with our community.For over 17 years, El Triunfo Corporation has provided trusted tax, accounting, and business consulting services to individuals and small businesses. Our team of experienced professionals is dedicated to minimizing taxes, ensuring compliance with complex federal and state laws, and helping clients achieve long-term financial success. We pride ourselves on high standards, personalized service, and strong relationships with our community.

Job Description Our client is a distinguished national legal and professional services firm with eleven offices across the United States, boasting over 450 legal experts and 350 business professionals. This unique, multidisciplinary firm is renowned for its unwavering commitment to quality and exceptional client service. Its innovative approach—integrating legal services, advocacy, and business strategy—sets it apart from competitors, enabling the firm to deliver a distinct and compelling value proposition. With a focus on client success, this firm is well-positioned to navigate complex challenges and drive impactful results. Role The team have a wonderful hybrid employment opportunity for a Senior Billing Specialist in their New York, Los Angeles, Boston, Washington, D.C., Orange County, or Tampa office. The Senior Billing Specialist provides high-level support to assigned Billing Professionals, serving as a trusted advisor throughout all phases of the billing cycle. This role is responsible for ensuring the accuracy, timeliness, and compliance of billing processes while driving continuous improvements in revenue operations. The ideal candidate will possess a strong attention to detail and a genuine passion for the legal profession, with a particular focus on its unique billing requirements. This role requires not only technical expertise but also the ability to lead and inspire a team to achieve excellence in service delivery. If you’re looking to make a positive impact in a supportive and collaborative environment, we invite you to be part of their dedicated leadership team. Requirements • Accurately and efficiently process a high volume of monthly invoices, including complex arrangements such as split-party billing, flat fees, and multi-matter client-level billing., • Accurately and efficiently process a high volume of monthly invoices, including complex arrangements such as split-party billing, flat fees, and multi-matter client-level billing., • Review and edit proformas and draft invoices to ensure accuracy, compliance with firm and client guidelines, and proper application of write-offs, time/cost transfers, and narrative changes., • Prepare and finalize invoices, document client distribution, and ensure accurate posting in the firm’s financial system., • Maintain complete and up-to-date billing documentation, client-specific instructions, and fee arrangements., • Track and forecast monthly billings based on Partner and client input; monitor unbilled inventory (WIP) to ensure timely billing., • Review client and matter setup for accuracy and compliance with billing instructions and special fee arrangements., • Submit electronic invoices, monitor submission status, and promptly resolve rejections or reductions., • Monitor billing against budgets and alert Partners and management to potential overages or deficits., • Partner with the Collections team and Billing Partners to resolve payment issues and improve cash flow., • Communicate proactively with Partners, assistants, and clients regarding billing policies, deadlines, and updates., • Serve as a key contact for billing-related inquiries and issue resolution., • Coordinate with Accounts Payable to ensure timely capture of all costs, particularly for out-of-cycle or closing-related invoices., • Stay informed of client billing policy changes and communicate updates to timekeepers., • Collaborate with management to identify and implement process improvements and best practices., • Participate in the development, testing, and documentation of new billing systems, tools, and procedures., • Must have a minimum of four years of legal billing experience., • Knowledge of billing systems such as Aderant imperative., • Extensive experience with e-billing., • Self-starter who proactively focuses on providing excellent and responsive client service., • Quickly grasps processes and procedures and applies them to everyday tasks., • Prioritizes and organizes workflow to complete tasks in a timely manner., • Active listening skills and a systematic and structured approach to problem solving which results in the implementation of practical solutions., • Adapts to different work styles and to changing circumstances while adhering to Firm policies and billing guidelines., • Communicates effectively with all levels of the organization both verbally and in writing., • Works well under pressure and stays focused on accomplishing the task., • Exercises good judgment., • Works well both independently as well as part of a team., • Solid basic math skills, including addition, subtraction, multiplication, division and calculation of percentages., • Excellent spelling and grammar skills., • Demonstrated proficiency with Word and Excel., • Competitive salary $90k - $110k annually. (The base pay offered will vary, depending on skills and qualifications, experience, location and will also take into account internal equity)., • Comprehensive benefits package (Medical / Dental / Vision), • 401(k), • Commuter benefits / parking plans (dependent on state). EEO/AA EMPLOYER/Veterans/Disabled Our client is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, physical or mental disability, religion, creed, national origin, citizenship status, ancestry, sex or gender (including gender identity, gender expression, status as a transgender or transsexual individual, pregnancy, childbirth, or related medical conditions), age (over 40), genetic information, past, current, or prospective service in the uniformed services, sexual orientation, political activity or affiliation, genetic or and any other protected classes or characteristic

Job Description Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients' financial plans, all while upholding the high-quality standards to which our clients are accustomed. Key Responsibilities · Support the advisors in managing client relationships. · Prepare detailed financial plans, including client-ready reports, proposals, and presentations. · Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions. · Provide dedicated support for clients regarding their existing accounts. Core Competencies · Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance · Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner. · Superior attention to detail · Effective listening skills with ability to quickly process information. · Ability to prioritize and meet deadlines in a fast-paced environment. · Excellent critical thinking and problem-solving skills. · Ability to work effectively independently as well as in a team environment. · Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors. · Continually seek to expand and enhance personal knowledge. Experience, Education & Licenses · Financial Services: 3 years (Preferred) · Insurance License (Required) · Series 7 (Required) · Series 63 (Required) · Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®) Benefits · 401k + match · Healthcare · Vision · Life · Disability · PTO · Holidays

Job DescriptionSalary: $50,000-$70,000 Based on Experience Job Summary: The primary responsibility of this position is to recruit, conduct phone work, set appointments, interview prospective students, enroll, and retain students for the school through direct lead call backs and on site interviews/tours. It is imperative to be able to motivate and guide the students toward the future goal of a career within a nursing program. The admissions Advisor will work under the direction of the Regional Director of Enrollment Management. Essential Job Duties Responsibilities: Maintain compliance with all State, Accreditation, and Department of Education Standards. Assist in the development and implementation of an effective marketing plan. Meet or exceed all enrollment goals that have been set by the Director. Conduct interviews and campus tours of school campus. Address any issues or concerns raised by students or parents of students regarding cost, financing, class starts, curriculum, tutoring, campus safety, testing procedures or cancellation policy. Assist prospective students through the admissions process from the initial call, to the signing of the enrollment agreement, and their first week of classes. Establish and maintain communications with local area public and private schools and outside agencies to develop a lead source of potential students. Provide information to prospective students concerning the program of study, policies of the school, and general expectations for satisfactory performance. Maintain contact with current students and graduates to promote student referrals and to develop potential leads. Conduct follow-up calls to ensure students start and graduate. Effectively and accurately communicate school policies, processes, and procedures relating to the various student support services including part-time and graduate employment, financial aid, housing, etc. Maintain records of calls made, calls received, and issues/concerns addressed. Maintain all applications and student enrollments in the student database system. Maintain student database with all lead inquiry updates and student progress Participate in career days, college events, marketing events, and educational seminars to provide the public with information regarding the schools programs Assist with the preparation of complete admissions records and student files. Arrange interviews with prospective students. Assist with all or any administrative duties as set forth by the Director. Submit all reports in a complete, accurate and timely manner. Participate in all school-scheduled seminars, graduation ceremonies, and outside functions Assist with special projects and company functions. Work all marketing leads through outbound phone work. Staff: Effectively communicate job responsibilities, performance expectations, school standards, and company policies. Foster teamwork within the organization. Partner with Campus Directors to conduct monthly and yearly performance evaluations and goal setting for enrollment advisor development. Ensure adequate coverage, acting as coverage when needed. Regulatory: Ensure campus compliance of regulatory standards, enrollment policies, and procedures. Oversee the adherence and implementation of regulatory policies and procedures as they pertain to enrollment. Required Knowledge and Skills Minimum of two years student or client services experience. The ability to communicate effectively is essential; both oral and written skills are imperative. Good proficiency technical skills required (i.e. word, excel, power point, web browser, documents/files, etc.). Good organizational skills Ability to write and deliver presentations. Must be willing to accommodate flexible hours. Willing to represent the school honestly and ethically Perform all duties in the mutual best interest of the school and its students. Education Bachelor Degree Professional Conduct Demonstrates behaviors that promote, enhance and encourage collaborative relationships with collegiate members (co-workers, students, administration, ancillary departments) Demonstrates respect for the rights and needs of a diverse student population and demonstrate respect for staff, colleagues and the teaching profession Consistently projects a positive, professional image through appearance and behavior Responds promptly to students/customers requests and/or anticipated needs Report to work wearing appropriate college ID badge with photo and name clearly displayed Reports to work on time and as scheduled, adheres to scheduled time frames (theory and clinical) Working Conditions Work is normally performed in a typical interior/office work environment May require long periods of standing No or very limited physical effort is required No or very limited exposure to physical risk Ability to travel > 25 miles Must alternate hours of work with the other Admissions Advisors Daily hours will either be 9am-6pm or 11am-8pm to include Saturdays 9am-2pm Hours must remain flexible Some additional evenings or Saturdays may be required for Open Houses, Orientations and/or Graduations Mandatory weekly Staff/Operational meetings Position Description Acknowledgment I understand that my employment is on an at-will basis and that all job requirements listed in the attached job description indicate the minimum level of knowledge, skills and/or ability needed to perform the job. I certify that I have had an opportunity to review the job description which lists my job responsibilities and the criteria by which my performance will be evaluated. The job description is not an exhaustive statement of duties, responsibilities or requirements. I will be required to perform other job related instructions given by my supervisor, subject to reasonable accommodations. I have been provided an opportunity to ask questions and have them answered.

Job Description At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. Flexibility in managing your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2024 was $120,555. In that same year, the average income of the top 50 of those agents was $1.93M. Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link: . About New York Life As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion in life insurance protection in force (includes term, whole, and universal life) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Compensation: $60,000 - $1,000,000+ Responsibilities: • Consistently reach and exceed your production goals, • Engage fully in all training opportunities, • Use digital tools effectively to support your success, • Commit to ongoing learning and personal developmentQualifications:, • Strong work ethic, • Financial acumen, • Integrity-driven, • Persuasive and confident, • Business mindset, • Resilient under pressure, • Goal-oriented, • Coachability, • Natural relationship builderAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Job Description We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $100,000 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Valid FINRA Series 6, 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Job DescriptionAbout the Firm Talley, LLP, and its affiliated entities, Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”) and Talley Client Accounting Services, LLC (“TCAS” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners. Talley looks to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business. Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur: • Assurance and assurance services, including traditional financial reporting, • Tax compliance, • Tax planning and proactive advice, • Business consulting, • Estate planning, business planning, M&A and tax law services delivered through TLG, • Outsource accounting, controller and CFO services, delivered through TCAS, • Mergers & acquisition, growth through acquisition and operational consulting delivered through TCGWorking in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, Talley expects its professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and 20-30 offshore and outsourced team members. Talley’s office is located in Orange, CA. Talley has grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals. Position Summary Talley seeks motivated Tax/Audit Interns who bring curiosity, a positive attitude, and critical thinking to a fast-paced, entrepreneurial environment. We welcome well-rounded candidates eager to grow into future leaders of the firm. Program Structure & Commitment • Duration: 8-week, in-person only program (June–July), • Rotation: 4 weeks in Tax and 4 weeks in Audit , providing broad technical exposure, • Schedule: 20 hours/week on Tuesdays, Wednesdays, and Thursdays, • Junior/Senior standing; graduating between May–Summer preferred, • Pursuing Bachelor’s in Accounting; minimum 3.0 major GPA, • Completed Intermediate Accounting course by start of internship preferred, • Capable and willing to learn more about the firm and profession, • Ability to work independently and in a team while managing multiple tasks, • Strong verbal/technical written communication and teamwork skills, • Relevant work experience a plus but not required, • Hands-on client work in both Tax and Audit, • Entrepreneurial environment with meaningful contributions, • Deeper insight into the world of public accounting across multiple disciplines, • Pathway to join the Talley team post-internship Talley, LLP and its affiliated entities (Talley Law Group, Talley Capital Group, and Talley Client Accounting Services) provide full-service financial, tax, legal, and consulting solutions tailored to entrepreneurially driven businesses and high-net-worth individuals. Founded in 1989, Talley has grown into a leading boutique firm with over 50 U.S.-based team members, serving clients with a culture of accountability, results, and trusted advisory. Apply Submit resumes online at Powered by JazzHR gZKhgGx7WC

Job DescriptionDescription: What if your next job wasn’t just a role, but a place where you truly felt valued, inspired, and empowered? Imagine working for a company that’s dedicated to educating, inspiring, and empowering others, while fostering a family-like atmosphere that genuinely respects and appreciates every team member. Now, imagine that this company also offers: • A flexible hybrid work schedule, • Strong, guiding values that drive everything we do, • Outstanding benefits to support your well-being Here’s a glimpse of what makes our culture amazing: At Westcliff, we strive to be the best in all we do, celebrating and supporting each team member as we grow and succeed together. As a global leader in innovative education, we’re known for our transformative, tech-driven programs and our unwavering commitment to excellence and social responsibility. Our tagline – Educate. Inspire. Empower. – perfectly sums up our mission: to create opportunities for students and employees to achieve success through hard work and empowerment. By joining the Westcliff team, you’ll have the chance to leave your personal mark on a growing institution, helping us shape the future of education while being part of a supportive and innovative community. Ready to feel inspired and appreciated while making a real difference? Apply now, and let’s grow and succeed together! Domestic Admissions Advisor Job Summary The Domestic Admissions Advisor plays a key role in guiding Domestic, Military, and Athletic applicants through the enrollment process. This position is responsible for achieving individual and departmental admissions goals by providing exceptional customer service and meeting established performance metrics. Additionally, the advisor will collaborate with various departments to support student enrollment efforts. Success in this role requires the ability to engage with individuals from diverse social, economic and cultural backgrounds. The Domestic Admissions Advisor reports to the Enrollment Manager and operates under the overall supervision of the Senior Director of Admissions. Must be flexible with work schedule, Saturday work schedule. Duties and Responsibilities Lead Management: • Effectively manage a pool of student leads derived from various sources, utilizing our Slate system, • Conduct individual and group information sessions for prospective students and families., • Guide prospective students and their families through the college application process, providing information about program offerings, financial aid, and campus life., • Provide outstanding customer service to both internal and external stakeholders, • Provide information about application requirements, deadlines, and policies., • Meet and exceed individual and department goals to contribute to the university’s strategic goals, • Attend weekly meetings to present and discuss student caseload, • Excellent oral and written communication skills, • Ability to present in group settings, • Positive interpersonal skills, • Self-motivated and compassionate, • Ability to make independent decisions and manage multiple projects and work well in a team environment, • Knowledge of and commitment to regulatory and college enrollment policies, standards, and procedures, • Basic skills in the use of computerized systems and databases, • Ability to influence others, • Results-oriented, • Bachelor’s degree required, • 1+ years of customer service, sales, marketing, or recruiting required, • Minimum of 2 years of college admissions experience preferred, • Demonstrated consultative sales aptitude and commitment to professional development., • Military background or experience working with military students preferred. Limitations and Disclaimer The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis, unless otherwise contractually bound. Westcliff University is an Equal Opportunity Employer Requirements:

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

Job Description THOSE THAT WANT MORE FOR THEMSELVES PROFESSIONALLY, THOSE THAT WANT TO BE RECOGNIZED AS THE BEST, AND VALUED FOR IT--APPLY! You've put in the hours. You strive to the best commercial insurance risk advisor, and You know you're capable of more recognition, more growth, more impact, but have not found that team that appreciates you and wants to invest and develop you to become the best! At Conrey Insurance Brokers & Risk Managers in Orange, CA, we don't hire employees. We build professionals, leaders, and difference-makers. Imagine working where: • Your expertise is respected, not overlooked., • Your growth is limitless, not capped., • Your achievements are rewarded, not ignored., • Your team is as sharp and driven as you are. We're seeking an experienced Commercial Lines Account Manager / Risk Advisor ready to elevate their career in a boutique, high-performance environment where your success is our culture. Don't settle. Step into the career you've been waiting for. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities When you join our team, you will work in a collaborative work environment to: • Cultivate strong relationships with clients, advising on risk management and proper commercial insurance coverage., • Learn our unique way of brokering that assures the best solution for the client no matter the market or the risk!, • Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively., • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients., • Analyze and compare current exposures to develop renewal or new business specs for marketing., • Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate., • Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines., • Process and check policies, endorsements, endorsement requests, and audits for accuracy., • Manage, submit, and follow-up with claims throughout the claims process., • Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy., • Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, certification programs, etc. Requirements • Commercial Insurance Expertise, and works as a Commercial Account Manager, • Excellent verbal and written communication skills, • Math and problem-solving skills, with and ability to connect the dots and be forward looking., • Aptitude for learning new technology, • Positive attitude, good listening skills and empathy, • Highly organized and strong time management skills, • Ability to multi-task in a fast-paced environment within tight deadlines, • Works with integrity and a high-level of confidentiality, • LOVES TO LEARN, WORK HARD, AND HAVE FUN DOING IT!

Job DescriptionAudit & Assurance Partner Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • Lead the Audit & Assurance practice, including financial reporting, attestation, and advisory engagements., • Develop and execute a growth strategy to expand the practice to $5–7M+ in annual revenue within 3–5 years through new client acquisition, cross-selling, and thought leadership., • Provide strategic oversight and guidance to ensure effective collaboration across departments, fostering seamless integration of the Audit & Assurance function with Tax, CAS, Consulting, and Legal service lines., • Oversee and contribute to firmwide leadership initiatives by guiding budgeting, strategic planning, and partner-level discussions to ensure alignment with long-term growth objectives., • Represent Talley in the Orange County business community and relevant professional associations.Client Advisory & Relationship Management, • Serve as the engagement partner on audits, reviews, compilations, and special projects., • Provide technical guidance on complex accounting and reporting matters (ASC 606, ASC 842, etc.)., • Advise privately held companies, family offices, and high-growth entrepreneurial clients., • Provide strategic direction to expand value-added advisory services, including internal controls, valuations, M&A due diligence, and process improvement consulting that deepens client relationships and accelerate firm growth., • Leverage the full Talley ecosystem to meet client needs including Audit, Tax, Legal, and Consulting.Operational Excellence, • Provide strategic oversight of engagement planning, risk assessment, and quality control processes to ensure compliance with professional standards and alignment with firm objectives., • Provide strategic oversight to ensure optimal resource allocation and workflow efficiency through the effective use of technology and AI-driven tools., • Provide leadership and guidance in the firm’s adoption of AI-driven audit tools, analytics, and automation to enhance efficiency and service quality., • Oversee participation in peer reviews, quality assurance initiatives, and firm governance activities to uphold professional standards and continuous improvement.Team Development, • Provide strategic leadership mentoring and developing the next generation of Audit & Assurance leaders, fostering a culture of excellence and continuous growth., • Oversee the delivery of structured feedback, professional development initiatives, and leadership training to cultivate a high-performing Audit & Assurance team., • Active CPA (California) required., • 15+ years of progressive public accounting experience with 5+ years at the Partner or Director level., • Provide leadership and oversight in managing and expanding a high-performing audit practice, driving client growth, profitability, and long-term firm value., • Demonstrate the ability to attract, advise, and retain privately held business clients through exceptional service, trust-based relationships, and value-driven advisory solutions., • Exhibit an entrepreneurial mindset focused on expanding the firm’s client base, driving practice growth, and building long-term equity value., • Provide firmwide leadership in the application and interpretation of GAAP, GAAS, and related assurance standards to ensure technical excellence and compliance across all engagements., • Demonstrate exceptional leadership, communication, and relationship management skills to inspire teams, strengthen client partnerships, and advance firm objectives., • Familiarity with CCH Engagement, Knowledge Coach, and AI-enabled tools preferred., • Integrated advisory model connecting tax, legal, consulting, and wealth management under one roof., • Hybrid work flexibility with headquarters in Orange, CA., • Collaborative culture—partner group values transparency, integrity, and innovation., • Entrepreneurial environment where you can shape your practice, influence firm direction, and share in long-term growth. xC1SNsLYJB