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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 Description Private Wealth Service Advisor Join a team where your expertise truly shapes client outcomes. At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence. Our firm currently advises on approximately $700M AUM and over 450 households. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time. We are seeking an experienced, relationship-focused Private Wealth Service Advisor who takes pride in delivering best-in-class planning. You will partner closely with a Private Wealth Advisor to design, refine, and implement holistic financial plans, while playing a key role in elevating the client experience. This is an opportunity to join a respected firm where your technical skill, strategic thinking, and passion for client outcomes will be valued and rewarded. What you can expect… You will be a core contributor in delivering a world-class planning experience by: Comprehensive Planning & Analysis • Building and updating holistic financial plans for both new and existing clients., • Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations., • Translating client goals, timelines, and data into an integrated plan covering:, • Investments & portfolio construction, • Retirement planning & income distribution, • Estate planning concepts, • Insurance analysis (Life, Disability, Long-Term Care), • Cash flow & liability management, • Tax-aware strategies, • Education funding, • Major purchases & long-term savings strategies, • Creating and updating investment proposals and insurance illustrations., • Preparing advisors with planning insights and investment updates prior to client meetings., • Once acclimated to our planning philosophy, contributing directly to client education and plan delivery. We’re looking for a professional who brings both technical excellence and genuine care: • Bachelor’s Degree required, • Certified Financial Planner® (CFP®) designation strongly preferred, • Experience working with high-net-worth or mass-affluent clients, • Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients’ lives, • Partner with a team that values your ideas, expertise, and professional growth, • Direct impact on clients’ most important financial decisions, • A culture built on integrity, collaboration, and excellence, • Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact., • Health Benefits, 401K with match, disability insurance, PTO

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Must carry over a minimum $20 million book of business, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Paid time off (PTO)

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $123,000 at plan earnings Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations., • 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., • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products., • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs., • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity., • Strong relationship management skills and/or experience., • Ability to successfully network to prospect new potential clients., • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required., • Ability to work a hybrid schedule.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT2 year after year

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you! As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Advisor: • Work with a high-performing & growth-orientated team., • Provide technical financial support to clients and Lead Advisors, • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households, • Some focus on weekly business development/referrals, • Manage ongoing client service while taking on new clients, • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day, • Grow yourself personally and professionally with the support of your team and leadership, • 5+ years’ proven experience as an advisor in wealth management, • Bachelor’s Degree and Certified Financial Planner designation, • Excellent attention to detail, multi-tasking, and time management skills, • Ability to begin taking on clients immediately, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients Location: This position is a hybrid position based out of our Los Angeles office. Salary: Base Salary: $130,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description Training Provided Craft a career centered on helping people secure their long-term financial well-being. In this role, you’ll support clients through major life transitions—from funding their children’s education to handling mortgage and healthcare expenses, and ultimately preparing for retirement. Whether you’re launching a new path, expanding your current practice, or building your career from scratch, you’ll have access to extensive training, robust resources, and a wide range of products designed to fuel your success. As a Financial Advisor, you’ll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential—while making a real difference as you guide individuals through every phase of their financial lives. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Compensation Package: Commission pay Ability to Commute: Los Angeles, CA Ability to Relocate: Los Angeles, CA: Relocate before starting work Work Location: Hybrid remote in Los Angeles, CA Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits.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 Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Meet Strategic Fortune Wealth Management Strategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team. Responsibilities • Develop your client base by building lasting, meaningful relationships., • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals., • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives., • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives., • Master the fundamentals of financial planning, risk management, and investment management services., • Utilize your firm’s team of specialists to successfully run your practice. Desired Characteristics, Skills, & Experience · Bachelor’s degree · Licensure & Registrations (Life, Accident & Health, Series 7 & 66) · Leadership and demonstrated track record of success · Great communication skills (verbal, written, body language/empathy) · Team player (inter-dependent) · Strong market/well connected · Very high ego drive and confidence · Service orientation and strong code of personal ethics · Committed to and appreciation for improving technical skills · Stable financial background

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

Job DescriptionCalling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +5 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 100k-120K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR 8cNibiIpc1

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: • Efficient Teller Operations:, • Ensure all teller functions comply with policies and security standards., • Maintain professional and effective teller operations, including balancing and securing funds., • Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines, • Member Services:, • Provide exceptional member service by meeting Members' needs promptly and professionally., • Resolve Members’ requests, problems, and questions; offer Credit Union products and services., • Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility., • Process transactions, open new accounts, and handle consumer loans from start to finish., • Leadership and Supervision:, • Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership., • Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch., • Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development., • Handle any special projects delegated by leader., • Problem-Solving and Support:, • Address complex transactions and sensitive Member relations issues., • Investigate and correct teller out-of-balance conditions., • Support personnel with day-to-day operations and Member interactions., • Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly., • Product Knowledge and Cross-Selling:, • Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services., • Conduct outbound calls for Member Service and Sales, following the 2/2/2 program., • Transaction Processing:, • Perform a wide range of financial transactions, ensuring accuracy and security., • Responsible for overrides., • Process deposits, withdrawals, transfers, payments, and check cashing., • Balance daily transactions and verify cash totals., • Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them., • Member Relationship Building:, • Build a network of Member contacts through qualified leads and referrals., • Promote Credit Union objectives and deepen business relationships., • Quality Control and Compliance:, • Ensure all membership documents meet quality control standards., • Maintain compliance with policies, including CIP, OFAC, and ChexSystems., • Maintain and enhance financial business acumen through continual training and self-development., • Communication and Coordination:, • Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management., • Provide suggestions for improved service and streamline operations., • Flexibility and Additional Duties:, • Maintain flexibility in support of branch needs., • Complete projects and reports related to the department., • Perform other related duties as assigned or requested.KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: • Excellent Member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving and decision making skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management skills & ability to multi-task, • Organized; good time manager, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Two years’ experience in the financial industry and credit unions is required., • Two years’ experience in teller cash handling and cash dispense machines is required.Performance Standards:, • Balancing Standards, • Balancing Percentage Member Satisfaction, • Transaction Quality, • Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \, • Partners Wealth Management (Total Referrals / Qualified Referrals), • Review Membership Applications (Membership Officer), • Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans), • Autoland / Auto Advisor referrals (Total referrals/qualified referrals), • Review and submit the monthly Teller Over / Short report to the Branch Service Manager Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM – 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: • move self in different positions to accomplish tasks in various environments including tight and confined spaces, • remain in a stationary position, often standing or sitting for prolonged periods, • adjust or move objects up to 15 pounds in all directions, • perform repeat motions that may include the wrists, hands, and/or fingers, • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together, • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly, • hear average or normal conversations and receive ordinary information The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR lnrlPbdcfE

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: • Efficient Teller Operations:, • Ensure all teller functions comply with policies and security standards., • Maintain professional and effective teller operations, including balancing and securing funds., • Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines, • Member Services:, • Provide exceptional member service by meeting Members' needs promptly and professionally., • Resolve Members’ requests, problems, and questions; offer Credit Union products and services., • Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility., • Process transactions, open new accounts, and handle consumer loans from start to finish., • Leadership and Supervision:, • Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership., • Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch., • Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development., • Handle any special projects delegated by leader., • Problem-Solving and Support:, • Address complex transactions and sensitive Member relations issues., • Investigate and correct teller out-of-balance conditions., • Support personnel with day-to-day operations and Member interactions., • Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly., • Product Knowledge and Cross-Selling:, • Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services., • Conduct outbound calls for Member Service and Sales, following the 2/2/2 program., • Transaction Processing:, • Perform a wide range of financial transactions, ensuring accuracy and security., • Responsible for overrides., • Process deposits, withdrawals, transfers, payments, and check cashing., • Balance daily transactions and verify cash totals., • Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them., • Member Relationship Building:, • Build a network of Member contacts through qualified leads and referrals., • Promote Credit Union objectives and deepen business relationships., • Quality Control and Compliance:, • Ensure all membership documents meet quality control standards., • Maintain compliance with policies, including CIP, OFAC, and ChexSystems., • Maintain and enhance financial business acumen through continual training and self-development., • Communication and Coordination:, • Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management., • Provide suggestions for improved service and streamline operations., • Flexibility and Additional Duties:, • Maintain flexibility in support of branch needs., • Complete projects and reports related to the department., • Perform other related duties as assigned or requested.KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: • Excellent Member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving and decision making skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management skills & ability to multi-task, • Organized; good time manager, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Two years’ experience in the financial industry and credit unions is required., • Two years’ experience in teller cash handling and cash dispense machines is required.Performance Standards:, • Balancing Standards, • Balancing Percentage Member Satisfaction, • Transaction Quality, • Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \, • Partners Wealth Management (Total Referrals / Qualified Referrals), • Review Membership Applications (Membership Officer), • Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans), • Autoland / Auto Advisor referrals (Total referrals/qualified referrals), • Review and submit the monthly Teller Over / Short report to the Branch Service Manager Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM – 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: • move self in different positions to accomplish tasks in various environments including tight and confined spaces, • remain in a stationary position, often standing or sitting for prolonged periods, • adjust or move objects up to 15 pounds in all directions, • perform repeat motions that may include the wrists, hands, and/or fingers, • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together, • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly, • hear average or normal conversations and receive ordinary information The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR E6IS4Ker3R

Job Description Your Favorite Lenders – Anaheim, CA (On-Site) If you’re looking for a career with real upward mobility — not just another hourly job — this is your chance to step into the world of finance with a team that actually invests in your growth. At Your Favorite Lenders, we combine high-performance sales culture with the energy of a fast-growing startup. Our office is built for people who want to move quickly, learn valuable skills, and see their work translate into real results. If you’ve ever felt like you were meant for more, you’ll fit in here. You don’t need a background in finance — we teach you everything. You do need drive, communication skills, and a competitive edge. What You’ll Be Doing This isn’t a passive job. You’ll be in motion — talking, learning, strategizing. You will: • Engage with clients who are actively exploring financial options, • Lead conversations that uncover goals, timelines, and challenges, • Walk clients through next steps in the lending process, • Learn how credit, real estate, and lending truly work behind the scenes, • Maintain strong communication across calls, texts, and CRM notes, • Collaborate with teammates to improve your craft daily Why People Choose This Role Because it offers something most early-career jobs don’t: • A clear path to increased responsibility, • A way to build real earning power, not capped wages, • Exposure to an industry that creates generational wealth, • A team culture that rewards effort, not politics Who Thrives in This Environment Success here has less to do with your résumé and more to do with how you operate. You’re a great fit if you: • Enjoy talking to people and keeping conversations moving, • Compete with yourself (and others) naturally, • Want to master communication, influence, and financial fluency, • Can stay focused in a fast-paced, high-energy environment, • Take coaching well and apply it quickly What We Give You • Structured training that builds your finance knowledge fast, • Daily inbound clients who already want guidance, • Clear systems and talk tracks to remove the guesswork, • An office culture built on speed, accountability, and consistency, • Weekly coaching and goal-setting to keep you progressing Career Growth Opportunities With strong performance, you can advance into roles such as: • Finance Associate, • Lending Advisor, • Senior Lending Specialist, • Licensed Loan Officer Compensation Competitive base pay + commission (Realistic earning expectations will be discussed in your interview) This Role Is For You If You Want... • A career with long-term financial upside, • To sharpen your communication and persuasion skills, • A team that works hard and wins together, • An environment where your effort actually matters, • A stepping stone into the finance world without needing experience Apply today. We review applications daily and move fast in our hiring process. Company DescriptionYour Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence. We specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs. At Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve. Our commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.Your Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence.\r\nWe specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs.\r\n\r\nAt Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve.\r\n\r\nOur commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.

This is the main job post content.It focuses on the key details of the position without any extraneous information.We've removed all links, buttons, and any metadata that isn't directly related to the job description.The formatting is clean and consistent with the rest of our platform.We've also rem

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Private Client Advisor In Chase Wealth Management. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Build a book of business and del

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financ

Job Description GENERAL JOB DESCRIPTION MAI is one of the largest and fastest-growing RIAs in the country and is looking for an experienced leader to own marketing for our Sports & Entertainment segment inside a 60B+ national platform. Reporting directly to the CMO and serving as the key day-to-day contact for the Sports & Entertainment business, this leader will play a key role in helping to define the segment’s value proposition, build a scalable marketing engine, and drive organic growth across acquisition, expansion, and retention. This is a hybrid position that can be in either our Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered. MAJOR DUTIES AND RESPONSIBILITIES Segment Ownership & Strategy: • In alignment with key business leaders, set and execute the marketing strategy for the Sports & Entertainment business segment, including positioning, value propositions, audience personas, and differentiated messaging by stakeholder (clients, advisors, COIs, sports verticals)., • Architect and run end-to-end campaigns across content, digital, email, social, paid media, events, PR, and partnerships, with clear objectives tied to pipeline, AUM growth, and client retention., • Own the editorial calendar for topics appropriate for the business., • Embed compliant workflows and creative review practices aligned to the SEC Marketing Rule without sacrificing creativity or speed. EXPERIENCE/CREDENTIALS • BA degree in Communications, Marketing, Journalism, or relevant field., • 7–10+ years of progressive marketing experience in a sports-related industry – business management, wealth management, sports marketing, etc., • Demonstrated success owning a high-stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes., • Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, HubSpot; analytics such as GA4/BI) with comfort translating data into executive-ready insights., • Strength in brand architecture, narrative development, and “editor-in-chief” caliber content leadership., • Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development., • High EQ, excellent writing and storytelling, and a bias for action. COMPETENCIES • Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts., • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships., • Strong inclination for organization, process, attention to detail, editorial guidelines, etc., • Ability to independently design graphic content utilizing Illustrator, InDesign, Canva, or other similar tool., • Excellent oral and written communication skills., • Demonstrated problem solving and analytical abilities; strong project management skills., • Strong data analysis skills with an emphasis on using data to evaluate the effectiveness of marketing activities., • Proven ability to focus on resolving complex business issues and coordinate with large teams., • Proven ability to effectively meet stringent deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs., • Demonstrated ability to lead projects and achieve desired results., • Ability to manage and work with a wide variety of vendors and other partners., • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices., • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

Job Description The Buckley School is a dynamic, nurturing learning community committed to equity and inclusion, and as such, seeks to hire talented employees with diverse backgrounds. Temporary Upper School Chemistry Teacher The Buckley School, Los Angeles' oldest K-12 all-gender learning institution, has an opening for a temporary Upper School Chemistry Teacher to cover a leave of absence from late February through early May. Buckley teachers create an educational program and a classroom environment in support of the school's mission, Portrait of a Graduate, Strategic Plan, and commitment to DEI, based on the belief that student agency and engagement is critical for effective learning. This position is responsible for teaching up to five Upper School chemistry classes and serving as an advisor to Upper School students. The ideal candidate possesses a wealth of content knowledge and experience in teaching AP Chemistry, IB Chemistry, and/or Chemistry Honors in an independent school setting. ESSENTIAL FUNCTIONS: • Teaching up to five sections of Upper School science, • Differentiating instruction to meet the needs of a range of learners and utilizing a variety of assessment methods to inform instruction, • Collaborating with colleagues to design projects and assessments, • Providing support and enrichment for students through our advisory program, • Engaging actively in departmental and school-wide diversity, equity, and inclusion efforts, • Possess the minimum of a Bachelor's Degree from an accredited college or university, graduate degree and/or teaching credential preferred, • Models the highest standards of professionalism and creates warm, uplifting, and trusting learning environments and working relationships marked by humor, positivity, humility, empathy, excellent emotional intelligence, extraordinary interpersonal skills, and collaboration, • Demonstrates great individual integrity, initiative, self-awareness, commitment to personal and professional growth, and the ability to receive and apply feedback, • Possesses a passion for education, particularly in an independent school environment, conveyed by a solid understanding of educational practice and philosophy grounded in DEI, • Knowledge of and demonstrated competency in diversity, equity, and inclusion, • Relishes the joys and challenges of working with K-12 students and possesses a deep understanding of the intellectual, social, emotional, and physical development of children, • Demonstrates adaptability, dependability, good judgment, strong social skills and the ability to read, assess, imagine, evaluate, calculate, & make wise decisions, • Significant experience in curriculum design and implementing instructional programs, • Experience with developing scope and sequence, working in collaboration with department peers, • Current knowledge of all subject area content, particularly in the area of Chemistry, • Knowledge of instructional methodologies to support discipline-specific and transdisciplinary learning, and the ability to learn and implement new instructional practices over time, • Knowledge of and ability to implement useful diagnostic and progress assessment measures, • Knowledge and effective use of instructional methods and learning materials, particularly regarding research and writing The Buckley School is comprised of faculty who are brand new teachers to experts in their field with over 40 years of experience. The broad range which includes all experience levels is $65,041 - $134,160. As a school with a unionized faculty, compensation is determined in partnership with the union through the collective bargaining agreement. The base salary is separate from fringe benefits, such as retirement contributions, daily lunch, on-site parking, contributions to medical, dental, vision, life/AD&D plans, our generous time off policy, or potential stipends (for eligible employees). Our pay ranges are reasonable estimates of what the School anticipates paying for a role but are not guaranteed. If hired at The Buckley School, your actual base salary will be determined by your education, experience, and schedule. Our salary scale can be found by visiting: TO APPLY: Interested candidates should visit: In a cover letter please explain how you have included diversity, equity, and inclusion in your work with students or colleagues. ABOUT THE SCHOOL: The Buckley School proudly carries on the mission of its founder, Dr. Isabelle Buckley, who in 1933 set out to provide students with an education characterized not only by academic excellence, but also a sense of self-esteem, responsibility, and character. An independent, all-gender day school for students in kindergarten through grade 12, providing students with a program based on critical thinking, creative self-expression through arts, physical development, and moral education lies at the heart of Buckley's ethos. At The Buckley School, faculty and staff believe in their students, see their capacity for growth, and nurture their ability to create and evaluate. Students are honored for their diverse backgrounds and admired for their ability to lead with empathy and courage. Inspired by its mission, the Portrait of a Graduate, Dr. Buckley's Four-Fold Plan - education with equal emphasis on Academics, the Arts, Athletics, and Moral Education - and the Buckley Commitment of Honesty, Loyalty, Respect, Kindness, Self-Reliance, and Self-Discipline, faculty uplift students, partner with parents, and build community every day.

Job Description Vista, CA | Onsite | Full Time | Salary: 60,000 - $125,000 | Schedule: Monday - Saturday with a day off in the middle of the week. As a Service Advisor, you’re one of the most important team members at Norm Reeves Honda Vista. You’re responsible for creating a super Norm Reeves location service experience for our guests and using your communication skills to build the bridge between guests and technicians. Your work will ensure our guests leave 100% satisfied with their Norm Reeves location experience. This role is a great way to kick start your career with us! What You’ll Do: • Greet guests as they arrive in the Service drive, • Communicate empathetically with guests about their vehicle, • Offer solutions and added services to guests, • Prepare detailed repair orders after initial inspection with exact instructions, making special note of primary concern(s) from the guest, • Provide timely follow-up progress of each repair order and contact guests with repair changes, • Analyze quality control reports and maintain a high Customer Service Index Score, • Full time availability. You’ll also need to be at least 18 years old., • A valid driver’s license and acceptable driving record, • Creative, positive, team player attitude, • Ability to analyze situations and make win-win business decisions, • Honesty, empathy, and exceptional communication skills, • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement, • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching, • Smart Savings, Smart Choices – Section 125 Cafeteria Plan & Flexible Spending Account - Save on Taxes for Qualified Expenses.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description As a member of the ShipBob Team, you will... • Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob., • Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Role Description: The Supply Chain Success Manager plays a critical role in managing and scaling ShipBob's most strategic merchant partnerships. Sitting at the intersection of account management, operations, and program leadership, this role blends on-site fulfillment expertise with executive-level relationship management to deliver long-term success for both ShipBob and our merchants. This role reports to the Director, Merchant Success. The SCSM will: • Act as the program lead for assigned top merchants, building and running success frameworks that align operational performance with strategic growth goals., • Partner directly with ShipBob's fulfillment center teams (primarily at Moreno Valley, CA facility) to ensure processes, SLAs, and escalations are managed with speed and accountability., • Run cross-functional initiatives spanning Success, Operations, Product, and Finance to deliver scalable solutions for complex merchant needs. What you'll do: • Serve as the primary program owner for top enterprise merchants, ensuring both day-to-day performance and long-term strategy., • Split time between ShipBob's Moreno Valley fulfillment center (50%) and remote work to balance on-site execution with strategic planning., • Conduct regular business reviews (on-site and virtual) to provide performance updates, align on goals, and strengthen partnerships., • Partner with Operations leaders on-site to track KPIs, implement process improvements, and resolve escalations quickly., • Oversee cross-functional initiatives that may include network expansions, process pilots, system enhancements, and cost-optimization projects., • Spur executive-level engagement by building trusted relationships and presenting performance insights and strategic opportunities., • Act as a liaison between merchants and fulfillment center leadership, translating merchant needs into operational action plans., • Develop playbooks, SOPs, and reporting frameworks to standardize merchant program delivery across the portfolio., • 8+ years of experience in account management or program management in a supply chain/logistics role., • Direct project management experience, certifications and training is a bonus., • On-site fulfillment or warehouse operations experience, with ability to partner effectively with front-line and leadership teams., • Established track record of managing enterprise-level clients and building executive-level relationships., • Excellent ability to lead cross-functional projects through ambiguity, influencing without direct authority and entrepreneurial mindset., • Business review and client-facing presentation experience at senior/executive levels., • Ability to resolve escalations and negotiate solutions under pressure., • Demonstrated ability to communicate complex ideas clearly and persuasively, both in writing and verbally, while adapting style to diverse audiences including executives, cross-functional teams, and external partners. Perks & Benefits: • Medical, Dental, Vision & Basic Life Insurance, • Paid Maternity/Parental Leave Program, • Flexible Time Off Program, • Paid Sick Leave, • Floating Holidays (2 days/year), • Wellness Days (1 day/quarter), • 401K Match About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to in

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by o

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

We are looking for a dedicated and skilled professional to join our team.This role will play a crucial part in our operations, and we are excited to bring on someone who shares our passion for excellence.If you are ready to take on a challenging and rewarding opportunity, we want to hear from you.Th

Job Description Tax Manager - Accounting & Business Management Firm Hybrid Remote - Greater LA area - Up to $180k+ We are a well-established Accounting & Business Management firm with multiple offices throughout the greater Los Angeles area, proudly serving clients nationwide for over 30 years. Our firm provides a full suite of services including tax advisory, business management, accounting, financial planning, risk management, estate planning and more. Our clients include High-Net-Worth individuals and families, entrepreneurs, corporate executives, professional athletes, and entertainment industry leaders - offering exposure to complex and dynamic work in a collaborative, flexible environment. Role Overview We are seeking an experienced Tax Manager in the greater LA area to join our team. This is not your typical CPA firm role. You’ll enjoy better balance, flexible hybrid schedules, and the opportunity to work directly with high-profile, HNW clients while focusing on meaningful advisory and planning work. Key Responsibilities • Oversee preparation and review of complex tax returns for high-net-worth individuals, families, and businesses, • Lead client engagements and provide strategic tax planning and advisory services, • Collaborate with accounting, business management, and financial planning teams What You'll Need • 5+ years of tax experience within public accounting, business management or wealth management, • 2+ years of experience in a tax manager role, • CPA required (EA considered), • Bachelor's in Accounting; Masters preferred, • Strong interpersonal & advisory skills - ability to act as a trusted client advisor, • Experience with HNW and Ultra HNW clients strongly preferred, • Based in the Greater LA area - able to work a flexible hybrid schedule (couple days in office) What We Offer • Competitive Compensation: $140k - $180k (DOE) + Performance based bonuses, • Full Benefits: Medical, Dental, Vision, Life Insurance, 401k w/ match, • Flexible hybrid schedules near our LA offices, • Professional Growth opportunities available, • A team-oriented, flexible culture that values both clients and people Ready to explore a rewarding opportunity with a non-traditional CPA environment where your expertise and balance truly matter? Apply today or email your resume directly to

Job Description Location: Cerritos, CA (On site) | Type: Full Time | Hourly Rate: $17hr We are seeking a customer-oriented and friendly individual to join our team as an Automotive Service Drive Greeter. In this role, you will be the first point of contact for customers visiting our automotive service department. Your primary responsibility will be to warmly greet customers, provide exceptional customer service, and ensure a smooth transition between the customers and the service drive. Responsibilities: • Greet customers in a friendly and professional manner as they arrive at the service department., • Provide a warm and welcoming environment, ensuring customers feel valued and comfortable., • Direct customers to the appropriate service advisor or department based on their needs., • Act as a liaison between the customers and service advisors, facilitating effective communication and ensuring a seamless customer experience., • Assist in gathering necessary customer information and updating the service advisor accordingly., • Answer customer inquiries and provide accurate information regarding service offerings, wait times, and service procedures., • Maintain a neat and organized service drive area, ensuring it is clean and presentable at all times., • Collaborate with the service team to manage customer flow and optimize service department efficiency., • Identify opportunities to enhance the customer experience and suggest improvements to the management team., • High school diploma or equivalent., • Excellent customer service skills., • Strong communication and interpersonal skills to effectively interact with customers and team members., • Ability to remain calm and composed in a fast-paced environment., • Professional demeanor and appearance., • Flexibility to work Saturdays., • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement, • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching

Job DescriptionDescription: Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns., • Build, maintain and enhance client relationships., • Advise clients on issues related to tax, finance & business practices., • Identify, research, and resolve complex tax issues., • 3+ years of experience preparing a variety of tax returns, • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance, • Bachelor's Degree Required, Master's Degree Preferred, • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing educationRequirements:

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $123,000 at plan earnings Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Be a coachable, organized team member interested in pursuing training development and educational opportunitiesQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredAbout Company New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified Analysts for our Investments & Portfolio Management team, with a start date of July 2026. The position will be based in Los Angeles or Denver. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year, • 100% employee-paid healthcare, dental, and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Employee stipend for continuing education and professional development, • 100% employer-paid family leave after one year of employment, family planning and fertility benefits, and access to services for back-up childcare, long-term childcare, pet care, and senior care, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Option to participate in FSA or HSA, • Employer contribution annually to 401(k), • Enjoyment of hosted in-office lunches and social events on a regular basis Compensation: Depending on experience, estimated base salary range: $70-90K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles or Denver. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy, • Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employer-paid family leave after one year of employment, • Employee stipend for continuing education and professional development, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Annual employer contribution to 401(k), • Option to participate in FSA or HSA Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: * Build and grow advisor relationships across RIA and IBD channels. * Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. * Conduct in-person and virtual sales meetings across your assigned territory. * Travel regionally 3–5 days per week to meet with advisors and attend events. * Partner with an internal wholesaler to execute regional strategies. * Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: * FINRA Series 7 license (Required) * Proven success raising capital as an external wholesaler * Deep understanding of DSTs, 1031 exchanges, and REITs * Strong communicator and presenter * Based in the territory or willing to relocate Why Apply: * Stable, high-growth environment with career progression * Direct access to executive leadership * Generous PTO + medical coverage + 100% employer-funded profit-sharing plan 🎯 If you're passionate about helping advisors offer recession-resilient real estate investments—and want to join a firm on a mission to build long-term wealth—this is your seat at the table. Powered by JazzHR s3eLP93i5J

Job Description Location: West Covina, CA (On site) | Type: Full Time | Salary Range: $60,000-$150,000 As our Service Advisor, you’re one of the most important team members at Norm Reeves Honda. You’re responsible for creating a super Norm Reeves Honda service experience for our guests and using your communication skills to build the bridge between guests and technicians. We are looking for a Service Advisor with previous experience in a high-volume service department. For immediate consideration, please email . What You’ll Do: • Greet guests as they arrive in the Service drive, • Communicate empathetically with guests about their vehicle, • Offer solutions and added services to guests, • Prepare detailed repair orders after initial inspection with exact instructions, making special note of primary concern(s) from the guest, • Provide timely follow-up progress of each repair order and contact guests with repair changes, • Analyze quality control reports and maintain a high Customer Service Index Score, • Previous experience as a Service Advisor, • A valid driver’s license and acceptable driving record, • Creative, positive, team player attitude, • Ability to analyze situations and make win-win business decisions, • Honesty, empathy, and exceptional communication skills, • Leadership skills in team-based and independent settings What We Offer: • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement (Up to $2,000 back in your pocket within 12 months), • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching - We Match 25% on Your $4,000 Contribution., • Time to Recharge – Paid Time Off (PTO) and Holidays for a Perfect Work-Life Balance., • Celebrate and Rejoice – 6 Holidays Per Year to Spend Quality Time with Loved Ones.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

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

Job Description We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: * Build and grow advisor relationships across RIA and IBD channels. * Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. * Conduct in-person and virtual sales meetings across your assigned territory. * Travel regionally 3–5 days per week to meet with advisors and attend events. * Partner with an internal wholesaler to execute regional strategies. * Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: * FINRA Series 7 license (Required) * Proven success raising capital as an external wholesaler * Deep understanding of DSTs, 1031 exchanges, and REITs * Strong communicator and presenter * Based in the territory or willing to relocate Why Apply: * Stable, high-growth environment with career progression * Direct access to executive leadership * Generous PTO + medical coverage + 100% employer-funded profit-sharing plan 🎯 If you're passionate about helping advisors offer recession-resilient real estate investments—and want to join a firm on a mission to build long-term wealth—this is your seat at the table. Powered by JazzHR Km81naHuAz

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Sr. Manager, Tax Services ("Sr. Manager") to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth and ultra-high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Sr. Manager is primarily responsible for leading client relationships and a group of tax professionals, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Sr. Manager has a passion for client service with experience in individual and entity tax preparation and review. The Sr. Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. Essential Job Functions will include: • Coordinating the activities of the tax team; managing process, output and deliverables that drive an efficient team and exceptional client experience., • Drive team attainment of service level agreements (SLAs) and key performance indicators (KPIs)., • Analyze daily/weekly/monthly team performance data, deliver performance feedback and coaching to ensure the team is responsive to clients and tasks are completed in a timely manner., • Identify areas for process improvement at the individual and team level., • Support ongoing technology initiatives, assisting with documentation, implementation, and troubleshooting., • Designing, developing, and enforcing operational procedures that are scalable and meet the firm's service standards., • Take an active role in leading and facilitating the tax processes in our CRM, including ongoing processing to ensure exceptional advisor and client experience., • Updating procedures, assuring accuracy, and conveying policy changes to team members., • Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability., • Minimum 7+ years of public accounting experience, or equivalent experience, • Minimum 2 years of management and/or leadership experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Advanced degree/certification preferred (e.g., MST, JD, LLM, CFP), • Experience with UltraTax and SurePrep a plus., • Highly organized and tax-oriented, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Salary: Average annual salary range for this position across our locations is: $135,000 to $155,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Private Wealth Advisor – Manhattan Beach, CA | Hybrid Opp The mission is clear: to help clients Achieve Financial Peace of Mind™ through deep personal understanding, excellence, and a truly collaborative team culture. Our clients firm oversees approximately $700M AUM while delivering a boutique, high-touch experience to high-net-worth clients. We take a team-first approach, ensuring our advisors can focus on strategy and relationships while being fully supported by planning and operations. We are seeking an experienced and relationship-driven Private Wealth Advisor to join our team. This role offers the opportunity to serve an established group of 100–125 client households within a structured pod, providing consistent client engagement and long-term stability. The ideal candidate is a CFP® professional with a consultative mindset, a passion for holistic planning, and an interest in a career path built on ongoing client service—not constant prospecting. What you can expect in your role…. Client Relationship Management • Lead review meetings with existing client households, ensuring plans stay aligned with evolving goals, life events, and economic changes., • Introduce updated planning strategies, investment insights, and tailored financial recommendations., • Partner with our Planning and Operations teams to build, refine, and implement comprehensive financial plans., • Provide strategic guidance to ensure plans align with timelines, risk profiles, tax considerations, and long-term objectives., • Integrate multiple areas of financial planning, including:, • Investment and portfolio strategy, • Retirement income and distribution planning, • Estate planning concepts, • Insurance analysis, • Tax-aware planning, • Education funding, • Work within a supportive pod structure alongside financial planners and service professionals., • Focus on advising, strategy, and execution—while leveraging dedicated support to enhance client experience., • Bachelor’s Degree, • Certified Financial Planner® designation, • Collaborative, caring, and service-oriented approach Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact. Health Benefits, 401K with match, disability insurance, PTO

Job Description Location: Cerritos, CA (On site) | Type: Full Time | Hourly Rate: $17.50 an hour We are seeking a customer-oriented and friendly individual to join our team as an Automotive Service Drive Greeter. In this role, you will be the first point of contact for customers visiting our automotive service department. Your primary responsibility will be to warmly greet customers, provide exceptional customer service, and ensure a smooth transition between the customers and the service drive. Responsibilities: • Greet customers in a friendly and professional manner as they arrive at the service department., • Provide a warm and welcoming environment, ensuring customers feel valued and comfortable., • Direct customers to the appropriate service advisor or department based on their needs., • Act as a liaison between the customers and service advisors, facilitating effective communication and ensuring a seamless customer experience., • Assist in gathering necessary customer information and updating the service advisor accordingly., • Answer customer inquiries and provide accurate information regarding service offerings, wait times, and service procedures., • Maintain a neat and organized service drive area, ensuring it is clean and presentable at all times., • Collaborate with the service team to manage customer flow and optimize service department efficiency., • Identify opportunities to enhance the customer experience and suggest improvements to the management team., • High school diploma or equivalent., • Excellent customer service skills., • Strong communication and interpersonal skills to effectively interact with customers and team members., • Ability to remain calm and composed in a fast-paced environment., • Professional demeanor and appearance., • Flexibility to work Saturdays., • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement, • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching

I can succeed as a Private Client Relationship Manager. As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. Proact

Job Description Location: Cerritos, CA | Type: Full Time | Salary: 60,000 - $125,000 Norm Reeves Automotive Group is a nationally-recognized group of privately-owned retail automotive dealerships located in Southern California, Texas, and Florida. With a history dating back to 1963, our group has established a reputation for innovation, integrity, and customer-centric services. We are expanding rapidly and are looking for talented individuals that are eager to grow their careers while the company continues to expand! As a Service Advisor, you’re one of the most important team members at Norm Reeves Ford. You’re responsible for creating a super Norm Reeves location service experience for our guests and using your communication skills to build the bridge between guests and technicians. What You’ll Do: • Greet guests as they arrive in the Service drive, • Communicate empathetically with guests about their vehicle, • Offer solutions and added services to guests, • Prepare detailed repair orders after initial inspection with exact instructions, making special note of primary concern(s) from the guest, • Provide timely follow-up progress of each repair order and contact guests with repair changes, • Analyze quality control reports and maintain a high Customer Service Index Score, • Previous experience as a Service Advisor in a dealership setting, • A valid driver’s license and acceptable driving record, • Creative, positive, team player attitude, • Ability to analyze situations and make win-win business decisions, • Honesty, empathy, and exceptional communication skills, • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement, • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching, • Smart Savings, Smart Choices – Section 125 Cafeteria Plan & Flexible Spending Account - Save on Taxes for Qualified Expenses.

Job Description Job description: Are you looking to join a financial planning firm that is focused on making a meaningful difference? Doesn't just talk about doing comprehensive planning, but actually achieves it for clients? If so, we want to meet you! We were recently ranked in FORBES as Best-In-State and Top Financial Security Professional categories and are eager to find a passionate team player to join our fast-growing firm. Lead by women, and focused on women, we are looking for an energetic, driven, and knowledgeable individual who enjoys handling various administrative responsibilities and who is highly organized. We are a group of hard-working, fun, and diverse people who value teamwork and an open, communicative culture. Our LA based women-focused wealth management firm is rapidly growing and the purpose of this position is to ensure smooth daily operations of the practice by managing all of the miscellaneous office responsibilities and calendar management. Additionally, the position will include answering the phones and managing appointment setting of existing clients. Position will require employee to perform general administrative tasks, including but not limited to ordering and managing supplies, mailing out envelopes and packages, scanning documents, calling and emailing various companies and vendors as needed, and assisting the marketing coordinator with company events. Other duties include: • Welcome leads and clients to the office, • Reaching out to new leads received from various marketing strategies, • Assist financial advisor and operations personnel with tasks related to file prep and customer service, • Implementation and follow thru on new marketing ideas Knowledge, Skills, and Requirements: • Prior experience working in financial industry preferred, • Highly organized with strong follow-through, • Process driven while completing tasks, • Ability to prioritize day-to-day tasks/projects and manage time, • Resourceful in problem resolution, • Thrives in a fast-paced environment, • Ability to learn quickly and adapt to change, • Task oriented and enjoys potentially tedious tasks, • Proficiency across all basic software and computer programs (Word, Excel, Microsoft Suite, OneDrive, Adobe/PDFs), • Strong data entry and organizational skills, • Attention to detail and being meticulous is a MUST, • Results driven, • Consistent follow-through, • Command of the English language and grammar, • Ability to follow company policies, • Ability to work both independently and on a team, • Experience with CRM software, excel, and DocuSign, • Ability to type a minimum of 40 WPM with accuracy, • Ability to motivate prospects to set appointments (no cold calling, only prospects that have contacted our firm) Schedule: • Monday to Friday, • Occasional evenings/weekends for events Ability to commute/relocate: • Los Angeles, CA 90004: Reliably commute or planning to relocate before starting work (Required) Application Question(s): • Have you worked in the financial services or banking industry? Education: • High school or equivalent (Required), • Bachelor’s degree (Preferred) Experience: • Customer service: 2 years (Required), • Administrative Assistant: 1 year (Required) Work Location: In person, no remote or hybrid opportunities Job Type: Full-time Salary: $65,000 to $75,000 per year DOE Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Required), • Administrative: 1 year (Required), • Financial services: 1 year (Preferred) Ability to Relocate: • Los Angeles, CA 90004: Relocate before starting work (Required)

Job DescriptionTop full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $215,000 - $290,000 per year A bit about us: Full-service, top firm in southern California, serving clients from around the globe for more than 60 years. Dedicated to employee and client success. Why join us? • Fantastic firm with great reputation - industry recognized thought leaders, • Strong comprehensive benefits and compensation package, • Commitment to a strong culture - consistently ranking in the top for culture, wellbeing, hours, etc., • Standards of a top-tier national firm, but prioritize personalized attention typically associated with smaller firms Job Details Seeking a Private Client Services Associate to join our team with 3-9 years of experience. Must have a strong interest in servicing high net worth clients. This is a full time in-office role, so please only apply if that's okay for you. The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Responsibilities: This role involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by the firm. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

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