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Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every conn

Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. As the manager for a book of client relationships, the Wealth Advisor is

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 DescriptionOur mission is to provide financial security and peace of mind through our insurance, 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 permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $82,000 - $119,000 at plan Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professionalQualifications:, • Ability to successfully network to prospect new potential clients is a must, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Relationship management skills are required, • Must live in California About Company At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024 Apply Today!

Job Description At New York Life, you have the opportunity to take charge of your career journey. Backed by a Fortune 100 company and an industry leader in financial services, you can grow your practice with the strength and stability of one of the most respected names in the business. As the largest mutual life insurance company in the United States, New York Life holds the highest financial strength ratings awarded to any life insurer. We are also proud to have more MDRT members than any other company, reflecting our proven ability to help financial professionals succeed. What we offer... Wide ranges of products to address clients’ needs. With New York Life, you’ll have access to a wide range of products and services to meet clients’ protection and financial planning needs—including life insurance, annuities, long-term care, disability income, and investment solutions through NYLIFE Securities LLC (member FINRA/SIPC), our broker-dealer affiliate and licensed insurance agency. You’ll also be able to offer workplace benefits through our Business Solutions division, as well as non-proprietary products such as group health insurance through sponsored marketing agreements. For those who wish to broaden their wealth planning expertise, the opportunity exists to become a Financial Advisor with Eagle Strategies LLC, our Registered Investment Adviser, while agents also benefit from the resources of our Advanced Planning Group, which provides support for large and complex case designs. Flexibility in managing your practice: With New York Life, you have the flexibility to build your career in the way that best aligns with your goals—whether working from one of our 100+ offices nationwide or from a remote location. You can also choose how to market your practice, either under the strength of the New York Life brand or by operating with your own professional identity under a DBA, giving you the freedom and support to grow in the way that fits you best. 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 Agents’ 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 interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 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 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: $100,000+ at plan Responsibilities: • Reach your production goals, • Engage fully in training, • Use digital tools effectively, • Commit to continuous learning and growthQualifications:, • 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 for 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 DescriptionFinancial Professional, Financial Advisor GoldBook Financial Orange County, California, United States (On-site) Make an impact – starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us. Beginning as a Financial Services Professional, and growing your career into a Financial Advisor or Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path with unlimited growth that integrates education with mentorship and teaming opportunities, • Benefit from a culture of innovation that embraces growth and the changes that come with it, • Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership, • Have a voice – your contributions and input matter, • Experience the power of flexibility – and the freedom to design your work and your life the way you envision How will you build your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A connector of people, • A dedicated worker: independent, self-motivated and goal oriented, • Excellent time-management skills, • Entrepreneurial ambitions to be a business owner, • Bachelor’s degree or equivalent professional work experience, • Legal authorization to work in the US without sponsorship Compensation & Benefits • High performance-based earnings and revenue., • Additional income structure to support first three years., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more., • Professional designation reimbursement programs. Contact us today to discuss a change to work that can have great impact - for you, your family and the clients you serve. #LI-GF1

Job Description As a Financial Advisor with New York Life, you will build your own practice within the company, advising individuals and businesses on financial strategies and solutions. You will help clients assess their financial goals, recommend appropriate insurance, investment, and retirement products, and guide them toward long-term financial health. You’ll be in business for yourself—but supported by the resources, training, and infrastructure of a Fortune 100 company. Compensation: $80,000 - $120,000 Responsibilities: • Prospecting & Networking: Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts., • Needs Assessment: Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance., • Solution Design: Crafting tailored strategies using New York Life’s insurance and investment products. Qualifications: While no direct finance degree is required, successful advisors typically have: • 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 LifeAbout 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 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 Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms, • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise, • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice, • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations, • Being heard: because your voice matters, because you matter, • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership, • High performance-based earnings and revenue., • Additional performance-based income structure to support first three years for inexperienced advisors., • Transition packages for experienced advisors., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. #LI-GF1

Job Description We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Why Apply? Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors: • Marketing & Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth® television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals., • Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning., • Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc., • Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!, • Must have a CFP® credential plus 5 years of industry experience., • Ability to assess a prospective client’s needs and financial goals., • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management., • Effective with communication skills., • Ability to deliver comprehensive financial plans to clients., • Previous experience teaching classes or presenting is a plus

Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. Discr

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

ABOUT Serve your country as a part-time physician. This position DOES NOT require you to relocate. Navy commissioned physicians attend to service members and their families in much the same way a civilian doctor would. They typically enjoy an accelerated career track, with opportunities to take part in humanitarian relief efforts stateside and around the world. They work at top military medical facilities and are privy to advanced training and technology so progressive, the civilian world may not be aware of it yet. Navy healthcare offers the ability to focus on the finer points of medicine without the financial and business complications of private practice. Start-up costs, malpractice insurance, staffing, equipment, and office management do not exist for Navy physicians. Navy Physicians also: • Earn excellent compensation in an established, thriving practice • Experience manageable patient ratios for high-quality, one-on-one care • Receive hands-on experience and Navy-funded advanced training • Enjoy a flexible schedule that leaves more time for family and personal pursuits As a Navy Physician and Officer in the Navy Medical Corps, you will help lead the highly respected Navy healthcare team as you provide high-quality medical care for Sailors, Marines, service members, their families, and, when called upon, humanity at large. You will handle everything a typical physician does, such as diagnosing ailments, treating injuries, and saving lives. You also can move beyond routine: • Work at the best military medical facilities on shore, at sea, and in the field • Join with top healthcare professionals on the highly valued Navy healthcare team • Collaborate with fellow military doctors and other healthcare officers, and partner with International Relief Teams and organizations, such as FEMA, USAID, and Project Hope • Operate as a leader within your focus area and get exposure outside your specialty • Gain management experience that will serve you well throughout your career Serving part-time as a Reservist, your duties will be carried out during your scheduled drilling and training periods. During monthly drilling, Physicians in the Navy Reserve typically work at a location close to their homes. This gives you the flexibility to expand your medical experience in the Navy without compromising your civilian practice at home. For annual training, physicians may serve anywhere in the world, whether at sea, in hospitals stateside, or in bases and camps in countries around the world. PAY & BENEFITS • Repayment of qualified education loans to the lending institution, paid annually over a maximum of 3 years while serving • Post 9/11 GI Bill (May transfer benefits to immediate family members) • Employer Support of the Guard and Reserve (ESGR) • No-cost or low-cost medical and dental care for you and your family • 30 days of paid vacation earned annually • Full MWR Privileges (golf, gym, RV camping, movie theater, and discounted event tickets) • Commissary and Exchange Privileges • Space "A" Availability for Air Travel • VA Home Loan • Miscellaneous military discounts with your military-issued ID card • Enrollment into the Uniformed Services Blended Retirement System • Specialized training to become a leader in medicine • Work a total of one weekend a month/flex drill available to accommodate surgical case rotations JOB REQUIREMENTS • MD or DO degree from an accredited U.S. school of medicine or osteopathy; foreign graduates may apply with a permanent certificate from the Educational Council of Foreign Medical Graduates (ECFMG) • Current license to practice medicine in the United States, District of Columbia, or Puerto Rico • Eligibility for board certification • Completion of at least one year of an approved graduate medical education internship • Between 21 and 42 years of age (waivers are granted on a case-by-case basis up to age 68) • U.S. citizenship (non-waivable) HOW TO APPLY If you are currently in the Inactive Ready Reserve, or you have been off active duty for over six months, then you will need to work with a Navy Officer Recruiter to begin the process of affiliating with the RC. You can locate the nearest Officer Recruiter by going to and clicking on the “Find a Recruiter” link, or by calling Navy Recruiting Reserve Command at: NRRC E-Talent: • • (901) 300-0423 LCDR Victoria Blackley • • (901) 874-9091 NCC (SW) Paul A. Burke • • (901) 874-9250 Please include the following information in an email so that E-Talent can forward your details to the benefits advisor nearest to you: Name Address Phone Email Current duty station (if applicable) Best time/method of contact

ABOUT Serve your country as a part-time physician. This position DOES NOT require you to relocate. Navy commissioned physicians attend to service members and their families in much the same way a civilian doctor would. They typically enjoy an accelerated career track, with opportunities to take part in humanitarian relief efforts stateside and around the world. They work at top military medical facilities and are privy to advanced training and technology so progressive, the civilian world may not be aware of it yet. Navy healthcare offers the ability to focus on the finer points of medicine without the financial and business complications of private practice. Start-up costs, malpractice insurance, staffing, equipment, and office management do not exist for Navy physicians. Navy Physicians also: • Earn excellent compensation in an established, thriving practice • Experience manageable patient ratios for high-quality, one-on-one care • Receive hands-on experience and Navy-funded advanced training • Enjoy a flexible schedule that leaves more time for family and personal pursuits As a Navy Physician and Officer in the Navy Medical Corps, you will help lead the highly respected Navy healthcare team as you provide high-quality medical care for Sailors, Marines, service members, their families, and, when called upon, humanity at large. You will handle everything a typical physician does, such as diagnosing ailments, treating injuries, and saving lives. You also can move beyond routine: • Work at the best military medical facilities on shore, at sea, and in the field • Join with top healthcare professionals on the highly valued Navy healthcare team • Collaborate with fellow military doctors and other healthcare officers, and partner with International Relief Teams and organizations, such as FEMA, USAID, and Project Hope • Operate as a leader within your focus area and get exposure outside your specialty • Gain management experience that will serve you well throughout your career Serving part-time as a Reservist, your duties will be carried out during your scheduled drilling and training periods. During monthly drilling, Physicians in the Navy Reserve typically work at a location close to their homes. This gives you the flexibility to expand your medical experience in the Navy without compromising your civilian practice at home. For annual training, physicians may serve anywhere in the world, whether at sea, in hospitals stateside, or in bases and camps in countries around the world. PAY & BENEFITS • Repayment of qualified education loans to the lending institution, paid annually over a maximum of 3 years while serving • Post 9/11 GI Bill (May transfer benefits to immediate family members) • Employer Support of the Guard and Reserve (ESGR) • No-cost or low-cost medical and dental care for you and your family • 30 days of paid vacation earned annually • Full MWR Privileges (golf, gym, RV camping, movie theater, and discounted event tickets) • Commissary and Exchange Privileges • Space "A" Availability for Air Travel • VA Home Loan • Miscellaneous military discounts with your military-issued ID card • Enrollment into the Uniformed Services Blended Retirement System • Specialized training to become a leader in medicine • Work a total of one weekend a month/flex drill available to accommodate surgical case rotations JOB REQUIREMENTS • MD or DO degree from an accredited U.S. school of medicine or osteopathy; foreign graduates may apply with a permanent certificate from the Educational Council of Foreign Medical Graduates (ECFMG) • Current license to practice medicine in the United States, District of Columbia, or Puerto Rico • Eligibility for board certification • Completion of at least one year of an approved graduate medical education internship • Between 21 and 42 years of age (waivers are granted on a case-by-case basis up to age 68) • U.S. citizenship (non-waivable) HOW TO APPLY If you are currently in the Inactive Ready Reserve, or you have been off active duty for over six months, then you will need to work with a Navy Officer Recruiter to begin the process of affiliating with the RC. You can locate the nearest Officer Recruiter by going to and clicking on the “Find a Recruiter” link, or by calling Navy Recruiting Reserve Command at: NRRC E-Talent: • • (901) 300-0423 LCDR Victoria Blackley • • (901) 874-9091 NCC (SW) Paul A. Burke • • (901) 874-9250 Please include the following information in an email so that E-Talent can forward your details to the benefits advisor nearest to you: Name Address Phone Email Current duty station (if applicable) Best time/method of contact

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 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 insurancePDN-9ff10e95-250b-4230-8e49-cd1a3b58e312

Job Description Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 55+ locations and growing! Atwell, LLC is a proud recipient of the following 2024 awards: • Nine consecutive years in a row as a "Best Place to Work" (#16) by Zweig Group, • Recognized as #10 in the "Top 100 Fastest Growing AEC Firms" in the U.S. by Zweig Group, • Recognized as #71 in the ENR Top 500 Design Firms, ranked in every region., • Recognized in Crains "Fast 50" as one of the fastest-growing firms based in Michigan. Atwell is hiring a Senior Project Manager to lead land development projects and client relationships in our Costa Mesa office. You'll take on an existing book of business and be empowered to grow it. If you're a licensed PE with strong technical and leadership skills, and you're ready to take full ownership of your clients, projects, and team—this is your seat at the table. What You'll Do: • Lead a team of 6+ engineers delivering site development for single-family, multifamily, and build-to-rent projects, • Manage grading, stormwater design, permitting, and QA/QC, • Be the primary contact for clients—own communication, build trust, and expand relationships, • Oversee budgets, timelines, and deliverables across multiple projects, • Drive business development by identifying new opportunities and growing key accounts, • PE License (California required), • 8+ years in civil engineering with stormwater & land development experience, • Strong client-facing presence and relationship-building skills, • Experience with AutoCAD Civil 3D, ICPR, AGTEK, and BMP design, • A self-starter mentality with the confidence to lead independently, • Self-motivated and proactive, • A strong communicator and trusted advisor, • Client-focused and business-minded, • Results-driven and strategic, • Immediate impact—step into active projects and client relationships, • Long-term career growth into leadership or principal roles, • High-visibility projects across Southern California, • Flexible work culture and <20% travel #LI-BL1 Pay Range $145,000—$230,000 USD Atwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs. Work/Life: • Generous Paid Time Off, • Paid Parental Leave, • Flexible work schedules are available for some positions, • Competitive Compensation packages, • Annual bonuses, spot bonuses and peer recognition awards, • 401K match - 1:1 up to 4% of compensation, • Tuition Assistance, • Student Loan Repayment up to $25K, • Paid Licensing / Certification Fees and Renewals, • Financial Rewards for Obtaining Licensure, • Employee Referrals up to $5,000, • Annual Wellness Reimbursement up to $500 for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.), • Medical (BC/BS), Dental (Delta), and Vision (VSP), • Family Planning & IVF Benefits, • Pet Insurance, • Health Savings Account & Flex Spending Account options, • Employer paid LTD, STD, and life insurance, • Metlife Supplemental Benefits covering accident, hospitalization, and critical illness, • Member Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services

Job DescriptionLocation: Harris has offices scattered throughout CA including Sacramento, Concord, Irvine, San Diego, Salinas, Los Angeles, and Ontario. The ideal candidate would work in a hybrid environment, working one to two days per week out of either our Sacramento, Concord, Irvine, or San Diego offices, with the balance of time working in a suitable home office. Who We Are Our Municipal + District Finance team functions in a dynamic, high-energy environment where meeting deadlines is crucial. A successful candidate possesses efficient task and time management skills, and the ability to adapt to rapidly changing priorities. Candidates must be comfortable working under time constraints and on multiple concurrent projects to ensure deadlines are met for our clients. If you're a high-caliber professional driven by excellence and looking for a fast-paced, dynamic, and collaborative environment, performing work that positively impacts communities, and a firm that invests heavily in your growth, you could be a perfect fit for Harris & Associates. We are looking for a motivated Senior Project Manager to help lead, market and expand our Cost Reimbursement Review team. The ideal candidate will have strong project management skills, experience in growing a service line, and a background in at least one of the following areas; construction cost auditing, change order reviews, cost estimating, Community Facilities Districts, or other related field. Harris has offices scattered throughout CA including Sacramento, Concord, Irvine, San Diego, Salinas, Los Angeles, and Ontario. The ideal candidate would work in a hybrid environment, working one to two days per week out of either our Sacramento, Irvine, or San Diego offices, with the balance of time working in a suitable home office. Responsibilities & Duties The Senior Project Manager will be responsible for growing and expanding our cost reimbursement services which includes, but is not limited to, the following responsibilities and duties: • Providing management and oversight on multiple concurrent projects to successfully deliver projects on time and within budget., • Independently managing all aspects of projects, including directing work products, interfacing with the client, overseeing junior staff, maintaining project schedules, and monitoring project budgets., • Leads cost reimbursement review projects including change order reviews, preparation of cost estimates, and preparation of credit and reimbursement agreements., • Leads client and public meetings, • Acts as the main point of contact for clients and is responsible for project coordination., • Leads, trains, supervises, and mentors’ junior staff to complete project assignments., • Delivers excellent service to clients with a proactive, solution-oriented, and collaborative approach., • Leads business development activities to successfully grow a market line, this includes soliciting new clients and strategic partners, attending conferences, writing completing proposals and leading interviews., • Communicates clearly with supervisor, staff and other colleagues to address both project and staff issues that may arise. Required Qualifications & Skills, • Bachelor's Degree in Civil Engineering, Engineering Management, Construction Management, Accounting, or related field. MBA preferred but not required., • Licensed Engineer in California with ability to obtain Nevada license preferred, • A minimum of 10 years of experience, including 4 years managing projects and some supervisory experience., • Must be an analytical thinker, excellent writer and communicator, well organized and detail oriented., • Must be able to use MS Office, including advanced writing (for reports, memos, etc.) and advanced Excel, to prepare and review work products., • Ability to manage and lead multiple complex projects, completing projects on time and within budget., • Ability to perform QC to ensure accuracy and quality of all deliverables, including work of junior-level staff, • Must be able to multi-task and manage time to meet time-sensitive deadlines, schedules, budgets, interact with clients, manage staff, oversee quality control, and make presentations to stakeholders., • Ability to travel within California and Nevada as needed., • Ability to cultivate trusted advisor relationships through quality technical service and effective interactions., • Ability to grow a business line including leading proposals, pursuits, and engaging successfully in client management activities., • Be proactive, solution-oriented, collaborative, and work well with different team members in an efficient manner. Harris fosters a collaborative work environment, understanding that diverse perspectives enhance our ability to better serve our clients and their communities. We are deeply passionate about our work, our clients, our team’s personal and professional growth. We offer a mentorship program, on-the-job training, Harris University, and an annual staff summit all aimed at developing well-rounded consultants proficient in the full spectrum of services we provide. Additionally, we prioritize a healthy work-life balance and organize social and team building events. Compensation & Benefits The annual salary range offered for this position is $140-175K. Actual pay offered will be dependent on the experience and expertise of the incoming candidate. In addition to base salary, we also offer: • Medical, dental, vision, and life insurance, • ESOP, • 401K Match, • PTO, 8 Paid Holidays + "1 WorkAversary" paid holiday to celebrate you!, • Health & Well-Being Allowance, • Tuition reimbursement, • Flexible hybrid/remote work plans, • Paid Leave Programs such as maternity, parentally, and family medical leave Harris & Associates is an Equal Opportunity Employer (EOE AA M/F/Vet/Disability) and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. Harris expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. #LI-HYBRID Powered by JazzHR Dx5wcEek8I

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 7:30am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace! We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow! If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference! The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet, • 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 call center banking plus 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 DescriptionAbout the University We are a private, faith-based institution committed to academic excellence and spiritual formation. We are a Christ-centered learning community that seeks to cultivate intellectual curiosity, cultural engagement, and a life of purpose. Our Finance Office plays a critical role in stewarding the resources that support this mission. Position Overview We are seeking a Budget Manager with higher education experience to join our Finance team. This position is a rare opportunity to be mentored over several months by our outgoing Senior Budget Manager, who is retiring after 15 years of faithful service. The selected candidate will work closely with them to learn all aspects of budget development and financial operations, with a full transition of responsibilities in January 2026. The Budget Manager will lead institutional budgeting efforts, conduct financial analysis and forecasting, prepare regular and ad hoc reports, and serve as a key advisor to department heads across campus. Success in this role requires strong interpersonal skills and a collaborative mindset. Key Responsibilities * Partner with departments across the university to develop, monitor, and refine annual and long-term budgets * Analyze financial trends and provide data-driven recommendations to support strategic initiatives * Prepare monthly, quarterly, and annual financial reports, dashboards, and variance analyses * Lead forecasting and scenario planning exercises, maintaining alignment with the university's mission and priorities * Support grant and endowment fund budgeting and reporting * Mentor and train finance staff in budgeting tools and processes * Facilitate financial training and workshops for non-financial managers across campus * Ensure compliance with internal policies and external regulations related to financial management QualificationsRequired: * Bachelor’s degree in Finance, Accounting, Business, or a related field * 3–5+ years of experience in budgeting/financial analysis within a college or university * Advanced Excel and financial modeling skills * Strong interpersonal and communication skills; ability to translate complex financial data into accessible insights * Proven ability to work cross-functionally and build trust with diverse stakeholders

Job DescriptionDescription: About Us Family-owned and operated since 1970, we are an industry-leading gas distributor founded on unparalleled customer service. Our industrial, medical, food, and specialty gas products support a variety of industries that work daily to improve the world we live in, and our ongoing commitment to serve spans the southwestern United States with 16 locations across California and Arizona. Discover the most interesting industry you’ve never heard of! Position Overview The Account Manager is responsible for developing long-term relationships with assigned customers’ portfolios and connecting with key business executives within the territory. The Account Manager acts as a liaison between customers and cross-functional internal teams, working jointly to ensure timely and successful delivery of our solutions according to customer needs. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Operate as the lead point of contact for any matters specific to your customers., • Build and maintain strong, long-lasting customer relationships, • Improves the profitability of existing accounts by fully understanding value propositions, • Supports and implements marketing plans, promotions, and new product launches, • Secures long-term relationships by negotiating product supply agreements, • Accountable for providing complete and accurate account set-up and pricing data, • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors, • Ensure the timely and successful delivery of our solutions according to customer needs and objectives, • Knowledge of gases, including pure gases, gas blends, hydrocarbon blends, reactive gas blends, industrial cylinder gases, bulk atmospheric gases, and hardgoods, • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders, • Responsible for gross profit improvement and securing new business, • Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment, • Actively review and manage existing customer Accounts Receivable balances to help minimize working capital investment and financial risk, • Assist with high-severity requests or issue escalations as needed, • Contacts existing accounts and make cold calls to potential targetsRequirements:, • Bachelor’s degree or equivalent experience preferred, • 3+ years of B2B sales and sales management experience, • Industrial Gas industry experience a plus, • A demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level, • A “Hunters” mentality with an ability to find qualified opportunities with substantial top-line revenue and gross profit, • Ability to effectively organize, prioritize, multi-task, and manage time., • Successful track record of managing a sales territory, • Excellent listening and interpersonal communication skills to identify critical core, • Excellent leadership, verbal and written communication skills, • Strong persuasion, negotiation, and customer presentation skills, • Valid driver’s license, • Solid computer skills and using Microsoft Office Products, including Word, Excel Supervisory Responsibility This position has no supervisory responsibilities Physical Demands The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing this job, the employee must stand for long periods, talk, hear, and use hands and fingers to operate a computer and telephone, keyboard reach, stoop, and kneel. This person must be able to lift, carry, or set down up to 15 pounds. Specific vision abilities required by his job include close vision requirements due to computer work. Travel 50-75% territory travel Position Type and Expected Hours of Work This is a full-time exempt position. Compensation and Benefits • Base rate with performance-based incentives, • Comprehensive benefits package, including medical, dental, vision, and life, 401k match, • Professional development opportunities and ongoing training, • Healthy work/life balance and a collaborative and inclusive company culture This job description is not intended to be all-inclusive. An employee may perform other related duties as negotiated to meet the organization’s ongoing needs. WestAir Gases and Equipment, Inc. is an Equal Opportunity Employer.

Job Description About Talley Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes. Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success. Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients. Our Services • Audit & Assurance – Traditional financial reporting with a strategic approach, • Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs, • Business Consulting – Helping businesses scale efficiently and sustainably, • Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG, • Outsourced Accounting, Controller, and CFO Services – Provided by TCAS, • Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms. We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success. Position Summary The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement. The tax staff will interact with various service departments and the administration team. This position involves direct client interaction throughout the year and offers the opportunity to quickly advance to a Client Service Manager (CSM) role. As a CSM, you will develop and implement tax services for clients and identify additional ways to assist with their needs. Essential Functions of the Position Qualities • Time Management, • Exceptional Organization Skills, • Strong Communication skills, • Responsiveness to time-sensitive items, • Attention to Detail, • Focus on client, • Ability to work independently, • Team Collaboration, • Strong Leadership skills, • Transparency, • Strong Work Ethic, • Being professional and respectful to others, • Positive Attitude Technical Skills, • Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc., • Ability to review less complex tax returns prepared by staff and outsourced providers., • Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities, • Ability to perform fundamental tax research, • Address government agency's tax notifications, • Ability to prepare Trust Tax returns Client Service, • Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices, • Ability to review and identify tax planning opportunities, • Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation, • Provide superior service to our clients such that the clients provide referrals to their friends and colleagues. Training and Personnel, • Participate in recruiting tax department staff and interns., • Provide technical on-the-job (OTJ) training to tax preparers and outsource providers., • Provide informal mentoring to staff members., • Participation in department activities as a team player on behalf of the department and the firm., • Demonstrate an ability to interact and work as a team member., • Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel, • Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program. Department, • Follow department policies and procedures., • Identify and look for process improvement ideas., • Participate in weekly department meetings., • Active CPA preferred, • Bachelor’s Degree in Accounting is required., • Strong project management and time management skills are necessary, • Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation., • Customer service focus, • Ability to get along well with diverse personalities; tactful, mature, and flexible., • Ability to operate independently and “self-manage” projects., • Result-and profit-oriented, with the ability to balance other business considerations., • Strong analytical and reasoning abilities., • High energy level, comfortable performing multifaceted projects in conjunction with everyday activities., • Superior numeric skills., • Excellent written and verbal communication skills. zU9RhbPLXJ

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