Wealth jobs in San Diego, CaliforniaCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

At Redwood Terrace in Escondido: Our Certified Nursing Assistants actively incorporate our “Philosophy for Person-Directed Care.” You would develop awareness of residents’ interests and needs, and assist residents to maximize their independence and participation by providing exemplary care to residents ranging from basic needs, to activities of daily living, to recreational activities. You would help create a safe environment in which to provide resident care. Schedule: • Full-Time, • Available shifts: PM Shift 3 PM- 11 PM, • Pay range for is Skilled Nursing- $21.00-$27.00/hr (please note, if you are interested in Assisted Living or Memory Care, pay ranges vary by department), • Shift differential for PM, NOC and all Weekend shifts, • 20 days PTO + 7 company paid holidays, • Consistent schedules, • Tuition assistance, • Excellent patient/staff ratios, • Certified Nursing Assistant certificate or currently enrolled in program, • Prior CNA or caregiving experience preferred At HumanGood, we’re driven by purpose—reimagining senior living and creating communities where older adults can thrive. When you join us, you’re part of something bigger, making a meaningful impact in the lives of residents every day. Build your future where you’re supported — you’ll have the total rewards you need to build a confident, secure life for you and your family. Count on a compensation package that maximizes your health, wealth and well-being. And adds up to 40% in value to your base compensation. We offer a comprehensive range of benefits and perks to support you, including*: • Health, Dental and Vision Plans- start the 1st of the month following your start date, • 20 days of paid time off (increases with years of service), plus 7 company holidays, • 401(k) with up to 4% employer match and no waiting on funds to vest, • HSA option with employer contribution, • Tuition Reimbursement and continuing education programs, • $25/line unlimited cell phone plan (plus taxes and fees), • Cell Phone Stipend And as team members support residents, HumanGood supports team members. Here, you'll have the benefits and compensation you need to build a secure life for your family, and real opportunities to grow in your career, gain leadership skills and develop personally. Join us. You'll make a difference by helping our team members and our residents realize their full human potential. Learn more at Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Senior Estate Planning Attorney — Remote — Up to $300k Total Comp — California This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $225,000 per year A bit about us: Headquartered in Southern California, we are the region's largest and most established law firm with over a century of delivering high-impact legal solutions across generations. With nearly a thousand years of combined attorney experience and 40+ attorneys firmwide, we are a leader in strategic legal counsel for families, businesses, developers, municipalities, and high net worth individuals. Our practice spans estate planning, real estate, business law, and public agency representation — built on a culture of integrity, thoroughness, and common-sense solutions. We are long-term legal advisors, not transactional attorneys. Why join us? Base up to $225k (DOE) + structured performance-based bonuses — up to $300k total comp Quarterly bonus cadence — billable hours, originations, and collections Medical, dental, vision, life insurance, 401(k) with match, generous PTO, sick, and paid holidays Fully remote — must live in CA Job Details Advise high net worth clients on estate and gift tax planning strategies Draft wills, revocable and irrevocable trusts, and powers of attorney Handle trust and probate administration matters Structure GRATs, QTIPs, marital trusts, and other advanced planning vehicles Support business succession planning for family-owned businesses and entrepreneurs Collaborate directly with wealth advisors and CPAs on integrated planning matters Looking For: J.D. and active California bar license — must live in CA Recent trusts and estates experience with advanced estate, gift, and tax planning techniques Strong background in estate administration and trust litigation support a plus Proven ability to manage complex estate plans and high net worth client needs Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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-policy

Job DescriptionSalary: Commission Only Park Metro Realty, a dynamic and forward-thinking real estate firm renowned for its commitment to excellence and client satisfaction, is actively searching for a seasoned and results-driven Commercial Agent to join its team of professionals. With a sterling reputation for delivering unparalleled real estate services, Park Metro Realty stands at the forefront of the industry, dedicated to fostering growth and success for its clients. The ideal candidate will bring a wealth of experience in commercial real estate transactions, a proven track record of securing lucrative deals, and a passion for exceeding client expectations. As Park Metro Realty continues to expand its footprint, this is an exciting opportunity for a talented Commercial Agent to contribute to the firm's continued success and be an integral part of shaping the future of real estate in the region. Job Duties: 1. Coordinate with buyers, sellers, landlords, and tenants who wish to purchase, rent, or list for sale and/or lease commercial real estate, 2. Work alongside our existing Broker, 3. Work in the office, in the field, and at home, 4. Take and respond to property inquiry calls and emails, 5. Show properties to agents, buyers, and tenants, 6. Actively pursue new buyers, sellers, landlords, and tenants, 7. Call area businesses and property owners for existing lease and sale listings, 8. Coordinate with Director of Marketing and Communications to ensure all printed and digital marketing materials are up to date and accurate, 9. Perform financial analyses for clients, 10. Research zoning, land development, and building requirements, 11. Create, distribute, and collect signed contracts, 12. Manage Escrows, 13. Schedule vendor and onsite contractor meetings, 14. Invoice commissions, 15. Coordinate some transactions Requirements: 1. College Degree preferred, however it is required that candidate not be in college while working, 2. Active CA Realtor License required, 3. Your own database/book of business, 4. Reliable transportation and clean driving record, 5. Ability to understand and communicate in English, 6. Legal ability to work within the United States of America, 7. Ability to work seven days a week, including nights and weekends where necessary, while scheduling time off at your own discretion, 8. Intermediate skill level with Microsoft Office software titles and Google business products, 9. Verifiable previous experience with commercial real estate sales and transactions, 11. Can communicate effectively to property owners as to facility improvements to aid in better attracting quality tenants, 12. Financially solvent Preferences will be given to applicants who meet the following attributes: 1. Prepared to put in the extra time and effort to succeed at commercial property transactions, 2. Willing to go beyond standard customer sales and service, 3. Outgoing positive personality; assertive and has no issues striking up conversations with strangers, 4. Strong ability to seek solutions to issues and conflicts that may arise with transactions, tenants, buyers, and sellers, 5. Previous Commercial Real Estate Experience, 6. Ability to understand and communicate in Spanish Compensation shall be commission only and performance-based, depending on your level of experience. There are company property investment options with Park Metro team members. Understanding the significance of fostering trust and security within the real estate industry, our company conducts comprehensive background checks to ensure the integrity and reliability of its team. Furthermore, Park Metro Realty proudly upholds the principles of equal opportunity and inclusivity, embracing diversity in all aspects of its operations and philosophies. The company believes that a diverse team enriches perspectives, fuels innovation, and contributes to a more vibrant and dynamic workplace. Prospective candidates may submit their resums to: .

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.

Job Description The Role Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This isn't a "back-office" support role. You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families. If you are looking for a platform that treats your professional development as a capital investment, this is it. The "ADP" Advantage: A Masterclass in Wealth Management Our client is renowned for its Associate Development Program (ADP). They don’t just hire for where you are; they hire for where you are going. • Paid Professional Licensing: Full sponsorship for SIE, Series 7, and Series 63., • Bespoke Training: Advanced curriculum covering proprietary investments, trust & estates, and capital market positioning., • Mentorship & Coaching: Direct access to industry leaders and one-on-one executive coaching., • Defined Growth: A clear 3-year roadmap leading to roles in Leadership, Wealth Strategy, or Financial Advising. What You’ll Do • Partner with the Best: Collaborate with senior Advisors to build business and prepare sophisticated portfolio analytics., • Client Interface: Serve as a primary point of contact for high-profile clients, ensuring a "world-class" service experience., • Strategy & Execution: Support account creation, maintenance, and complex wealth planning presentations. Who You Are The firm is looking for the "Best of the Best"—individuals who possess a "get-it-done" attitude and a high degree of emotional intelligence. • Educated: Bachelor’s degree with a track record of academic excellence., • Driven: 1–2 years of client service experience (financial services is a plus, but not required for high-potential candidates)., • Articulate: Exceptional written and verbal communication skills; you must be comfortable in a boardroom setting., • Adaptable: A team player who thrives under the pressure of a fast-paced, rigorous environment. Why Join This Firm? Our client prides itself on a "People First" culture. They offer the stability of a global industry leader with the personalized career mapping of a boutique. If you want to move beyond "client service" and into "wealth strategy," this is your entry point. Interested in a confidential conversation? Apply directly through this post or reach out to the team at Harrison Gray Search for more details. Harrison Gray Search is an equal opportunity recruiter acting on behalf of our client. All inquiries are handled with the highest level of confidentiality.

Hanna Brophy is seeking experienced attorneys for our San Diego office. We offer our attorneys the opportunity to join a dynamic legacy firm with a modern culture. With over 80 years of dedicated workers’ compensation defense in California, Hanna Brophy balances a wealth of experience and a strong, diverse client base, with cutting-edge technology that allows our attorneys to practice efficiently. We prioritize excellence in client service and pride ourselves on creating a culture that allows our team members to live their fullest lives. Benefits and Perks: • Health Insurance and 401k Plan with Matching, • Extensive In-House Training and CLE, • Competitive Salary and Bonus, • Hybrid Work Environment, • Commuter Benefits Job Responsibilities: In addition to taking depositions and making appearances at the Workers’ Compensation Appeals Board, as an Associate Attorney you will: • assume responsibility for cases at all levels of complexity, • communicate with clients, • develop strategies leading to efficient resolution of cases, • negotiate and settle cases-in-chief as well as liens, • draft pleadings and reports, • handle all aspects of workers’ compensation litigation Qualifications: • 2-7 Years of Workers' Compensation Experience Preferred, • Valid CA Bar License Hanna Brophy values its employees highly, promoting opportunities for growth and advancement within our firm.

Job DescriptionWe are seeking a Senior AI Engineer to design, build, and scale enterprise-grade AI platforms leveraging frontier Large Language Models (LLMs). This role sits at the intersection of AI engineering, platform architecture, and applied GenAI, with a strong emphasis on productionization in regulated environments (financial services, wealth, capital markets).You will play a key role in operationalizing AI at scale, building reusable capabilities, and enabling secure, governed adoption of LLM-powered solutions across the enterprise.Key ResponsibilitiesAI Platform Engineering· Design and build scalable AI platforms supporting LLMs, RAG pipelines, and multi-model orchestration· Develop reusable frameworks for prompt management, model routing, evaluation, and monitoring· Implement LLMOps / MLOps pipelines for continuous integration, deployment, and lifecycle management· Architect API-first AI services for enterprise-wide consumption.Frontier LLM Integration· Integrate and optimize models from providers like OpenAI, Anthropic, Google DeepMind, and open-source ecosystems· Build multi-model strategies (closed + open source) for performance, cost, and governance· Implement advanced techniques: · Retrieval-Augmented Generation (RAG)· Tool use / agents· Fine-tuning and embeddings· Context optimization and memory systems.Enterprise AI & Governance· Design systems aligned with security, compliance, and data privacy requirements· Implement guardrails, auditability, and explainability in AI workflows· Enable safe AI deployment in distributed environments (e.g., advisor desktops, hybrid cloud).Applied AI Solutions· Build AI-driven use cases such as: · Intelligent document processing (e.g., wealth plans, research docs)· Advisor copilots and decision support systems· Knowledge assistants and enterprise search· Partner with business teams to translate use cases into scalable AI solutions.Performance & Evaluation· Develop evaluation frameworks for accuracy, hallucination detection, and model performance· Optimize latency, throughput, and cost for production deployments· Establish benchmarking and observability standardsRequired Qualifications· 7–12+ years in software engineering, with 3+ years in AI/ML engineering or GenAI· Strong proficiency in: · Python, APIs, microservices architecture· LLM frameworks (LangChain, LlamaIndex, etc.)· Hands-on experience with: · RAG pipelines, vector databases (Pinecone, FAISS, etc.)· Cloud platforms (AWS, Azure, GCP)· Deep understanding of transformer models, LLM architecture, prompt engineering, and context handling· Experience building production-grade AI systems (not just POCs).Preferred Qualifications· Experience in financial services / wealth / capital markets· Familiarity with regulated AI deployments (compliance, DLP, governance)· Exposure to agentic AI systems and autonomous workflows· Experience with fine-tuning / LoRA / model optimization· Knowledge of data engineering pipelines and real-time architectures.

Job Description Direct Counsel is representing an Am Law 50 global law firm seeking a Junior Trusts & Estates Associate Attorney to join its Tax, Trusts & Estates, and Employee Benefits Practice Group in either the San Francisco or San Diego (Del Mar) office. This is an excellent opportunity for a junior attorney to join a highly regarded Private Wealth Services team that advises ultra-high-net-worth individuals, families, and family offices on sophisticated domestic and international wealth planning, tax strategies, and estate matters. The team provides counsel on U.S. investments and acquisitions, cross-border tax structuring, hedge fund and equity co-investments, family office establishment, and governance, as well as immigration and estate planning for global families. Responsibilities * Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. * Assist with estate, gift, and generation-skipping transfer tax matters. * Conduct legal research and prepare memoranda addressing complex estate, tax, and trust issues. * Collaborate with senior attorneys on advanced estate and tax planning strategies. * Manage and maintain client files efficiently and ensure timely communication. Qualifications * 2–4 years of law firm experience, ideally in estate planning, tax, or related transactional practice. * Strong knowledge of estate and tax planning and trust and estate administration for high-net-worth clients. * Excellent drafting, analytical, and research skills with strong attention to detail. * Highly organized, proactive, and capable of managing multiple matters simultaneously. * Superior academic credentials from an accredited law school. * LL.M. in Taxation preferred but not required. * Must be admitted to the California Bar and in good standing. Compensation * Annual salary range: $225,000 – $260,000 * Competitive compensation and comprehensive benefits package commensurate with experience. To apply: Please submit a cover letter, resume, and law school transcript.

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description About the Firm Correia & Associates is a fast-growing, multi-state tax and advisory firm serving high-net-worth individuals, closely held businesses, and family offices across California and beyond. As we continue to expand, we are seeking a Tax Director who is ready to step into a visible leadership role — one that combines deep technical expertise with a genuine passion for growing a practice, building client relationships, and showing up in the community. This is not a heads-down compliance role. We are looking for someone who leads from the front: presenting at industry events, developing referral relationships with attorneys and financial advisors, and becoming a recognized voice in the high-net-worth tax advisory space. What Makes This Opportunity Different • Direct Partner Track within 3–5 years for the right candidate, • Opportunity to build and lead a practice area — and put your name on it, • Work directly with high-net-worth clients, business owners, and family offices, • A platform for thought leadership: speaking engagements, professional associations, and community visibility, • Less bureaucracy and more autonomy than a traditional Big Four or national firm, • Entrepreneurial culture with strong peer collaboration and leadership influence The Role As Tax Director, you will serve as a senior technical leader and firm ambassador. Your days will be split between advising complex clients, developing new relationships, and mentoring the next generation of tax professionals. You will report directly to firm Partners and play a meaningful role in strategic direction. Key Responsibilities Technical Leadership • Provide advanced tax planning and advisory services to high-net-worth individuals, closely held businesses, and family offices, • Review complex returns across individual, corporate, partnership, fiduciary, and multi-state engagements, • Guide clients through sophisticated tax strategies including entity structuring, estate and gift planning, and transaction advisory Business Development & Community Engagement • Develop and maintain referral relationships with attorneys, wealth managers, financial advisors, and family office professionals, • Represent the firm through public speaking, professional association participation, and networking events, • Contribute to thought leadership through articles, presentations, and community visibility, • Identify and pursue opportunities to expand the firm's client base and advisory platform Client Relationship Management • Serve as primary trusted advisor to key client relationships, • Collaborate cross-functionally with attorneys, financial advisors, and family office teams, • Deliver proactive, high-touch client service with a focus on long-term relationships Leadership & People Development • Lead, mentor, and develop tax managers, seniors, and staff, • Provide technical training, guidance, and quality oversight across engagements, • Contribute to a culture of excellence, accountability, and professional growth Strategic Contribution • Partner with firm leadership on growth strategy and practice development, • Help shape the firm's tax advisory platform and service offerings, • Participate in partnership-level conversations as you build toward the Partner track You Are a Great Fit If... • You are a technically excellent CPA who also loves being in the room — with clients, at events, and in the community, • You have a track record of building trusted advisor relationships, not just managing engagements, • You are energized by the idea of growing a practice and becoming a recognized leader in your market, • You want the autonomy and upside of an entrepreneurial environment without starting from scratch, • You are a natural communicator and presenter who is comfortable on stage or in a boardroom Qualifications • Active CPA license required, • 10+ years of public accounting experience, with significant time in tax advisory, • Director or Senior Manager experience preferred, • Strong technical background in tax planning for high-net-worth individuals and closely held businesses, • Demonstrated business development activity or strong interest in expanding in this area, • Experience with multi-state, fiduciary, partnership, and/or estate and gift taxation a plus, • Bachelor's degree in Accounting or Finance required; Master's in Taxation a plus Compensation & Benefits • Base salary: $280,000+, commensurate with experience (posted in compliance with California SB 1162), • Performance-based incentive compensation, • Partnership track within 3–5 years, • Comprehensive medical, dental, and vision benefits, • Retirement plan with employer contribution, • Paid time off, paid holidays, and California Paid Sick Leave, • Flexible and hybrid work arrangements Equal Opportunity Employer Correia & Associates is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with California law. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. The salary range listed reflects the genuine, good-faith compensation range for this role in compliance with California's pay transparency requirements (SB 1162). Final compensation will be determined based on experience, qualifications, and geographic location.

Job Description Wealth Education Consultant Are you seeking a flexible, business-oriented opportunity where you can increase your income while helping individuals strengthen their financial future? This hybrid role combines face-to-face interaction with remote flexibility, allowing you to build meaningful client relationships while managing your own schedule. As a Wealth Education Consultant with Prosperity Money Solutions, you will guide clients through evaluating their current financial situation and introduce strategies designed to support long-term financial stability and wealth growth. This opportunity is ideal for individuals who enjoy networking, relationship-building, and growing a client base over time. This role also complements professions such as real estate and lending, where referrals, community connections, and client relationships are key. It can serve as an additional income stream alongside an existing career. Why Join Us • Licensing support and guided training provided, • Flexible hybrid structure with both remote and in-person opportunities, • Low startup costs to launch your business, • Freedom to create your own schedule and manage your daily activities This opportunity provides a pathway to build a client-centered business while expanding your knowledge in financial education and wealth-building concepts. If you are ready to grow your own business and make a positive impact, apply today. Additional Information • No prior experience necessary — training is provided, • Opportunity to begin earning after licensing, often within a few weeks Responsibilities: • Work with clients to assess current financial situations and goals, • Present strategies related to retirement, protection, and long term planning, • Help clients understand options for improving cash flow and building wealth, • Provide ongoing support and check ins to track progress, • Build and maintain a network of clients and referrals, • Communicate financial concepts in a clear and confident manner, • Forward-thinking and growth-oriented mindset, • Comfortable communicating with clients and building relationships, • Willingness to learn and apply financial concepts, • Open to obtaining a financial license with guidance, • Interest in building a flexible income stream At Prosperity Money Solutions, our mission is to help people from all walks of life build a stronger financial future. Through our business platform, we have removed the barriers that have kept individuals from pursuing their dream of owning a business. Every day, our associates prove that by helping others reach their goals, true success follows. You can be part of that success. As an associate with Prosperity Money Solutions, you are in business for yourself but never by yourself. Our platform provides the tools, mentorship, and support you need to build a financial services business that can transform the futures of families and generations to come. You Are In Control of Your Career Our platform empowers you to create a career and lifestyle where you are in control of your success. We offer multiple pathways to expand your skills, obtain new licenses, and become a registered representative, helping you grow personally and professionally while making a lasting impact on others.

Job DescriptionDescription: Los Angeles or San Diego, CA – Must be local to Los Angeles or San Diego MUST HAVE: Minimum of 10 years of experience working in a financial institution MUST HAVE: Certified Treasury Professional (CTP) designation preferred MUST HAVE: Ability to self-source opportunities with a successful track record with team selling and lead sharing MUST HAVE: Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital Salary: $150k - $190k and is dependent on knowledge, skills, abilities, experience, and location. At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Treasury Management Officer III at our Los Angeles or San Diego, CA location. Hybrid options available. The Treasury Management Officer III position is primarily responsible for providing treasury product marketing, product sales demonstration, technical and financial analysis to customers, prospects and internal relationship managers (Bankers). This position is also responsible for creating formal proposals and analyzing customer/prospects Request for Proposals (RFP) and determining appropriate strategy and approach to crafting a comprehensive response designed to successfully win new business. Responsibilities: • Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner., • Prepares pro-forma analyses of customer’s product sales potential and preparation of pricing proposal., • Review and analyze current and potential commercial relationships and recommend appropriate products and services., • Participates in design of marketing and sales programs aimed at the commercial customers for treasury management related products. Develops various prospecting and sales related materials and reporting to be used throughout the sales cycle., • Preparation of appropriate Contracts, Agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A Policies and Procedures., • Collaboration with other departments and team members on the preparation and presentation of Commercial Banking Proposals and Request for Financial Proposals (RFP’s)., • Maintain industry knowledge of treasury management solutions and pricing to keep competitive., • Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities, • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company., • Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar. Will consider previous experience in lieu of a degree, • Minimum of 10 years of experience working in a financial institution, • Certified Treasury Professional (CTP) designation preferred, • Ability to self-source opportunities with a successful track record with team selling and lead sharing, • Minimum of 5 years of RFP experience with ability to create proposals, • Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital, • Ability to assess and manage risk/fraud with strong understanding of value propositions relating to TM solutions, • Strong verbal and written communication skills, • Strong problem-solving, strategic thinking, time-management and organizational skills People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job DescriptionHeadquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. The Credit Analyst I position is the foundation of a high growth career in commercial underwriting. This is an entry level opportunity designed for someone analytical, curious, and motivated to build real expertise in financial decision making. You will work closely with experienced credit professionals to learn the fundamentals of financial analysis, risk assessment, and commercial underwriting. From day one, you will contribute to real loan evaluations while developing the discipline, communication skills, and sound judgment required to make confident credit decisions. This role is designed for someone who wants more than just a starting position. You will learn the fundamentals of underwriting, develop disciplined credit judgment through real decision making experience, and grow through collaboration and mentorship, all while helping small businesses access the capital they need to thrive.What You'll Do • Perform financial analysis on commercial loan applicants, reviewing business financial statements to evaluate liquidity, profitability, leverage, and overall financial health., • Analyze personal and business credit reports to identify risk indicators and assess guarantor strength., • Prepare concise underwriting summaries and recommendations aligned with company credit policies., • Make multiple credit decisions per day while building toward individual approval authority., • Develop knowledge of pricing, structuring, and stipulations based on risk profile., • Collaborate with senior analysts and internal stakeholders to communicate credit decisions clearly and efficiently., • Continuously build expertise in Mulligan Funding’s products, underwriting framework, and risk philosophy.What You'll Bring, • A Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field., • Zero to two years of experience in finance, banking, accounting, underwriting, or a similar analytical environment., • Strong analytical thinking skills and attention to detail., • Comfort working with financial data and learning new systems quickly., • Clear written and verbal communication skills., • A growth mindset and desire to develop into a more advanced credit professional., • A cover letter is highly encouraged, as it gives us greater insight into your experience and career aspirations.Why You'll Love It Here, • You will gain real responsibility early in your career and see the direct impact of your decisions., • You will receive hands-on training from experienced underwriting leaders who are invested in your development., • You will build a strong technical foundation that can lead to Credit Analyst II and beyond., • You will work in a collaborative environment that values accountability, learning, and continuous improvement.We Offer, • Comprehensive medical, vision and dental benefits that give you peace of mind., • Flexible hybrid work model that gives you the best of both worlds, with meaningful in office collaboration and the freedom to work remotely from home., • Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses., • A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time., • Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life., • Paid parental leave to support new and expecting parents, helping offset time away from work as you welcome and care for your growing family., • A gym membership contribution that supports your well-being, and helps you stay energized and focused., • An internal referral program that rewards you for bringing talented people to the team.

Job Description Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Bloomington, MN or San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description OUR CORE PILLARS: Safety | Operational Excellence | Shareholder Value Propulsion Controls Engineering has a job openings for Outside Machinist Journeyman, with a minimum 5 years of marine and/or shipyard experience preferred; at our San Diego, CA location. PCE is a full service electro-mechanical repair and diesel repair contractor. PCE has garnered a wealth of extensive experience in successfully executing major system overhauls across numerous ports throughout the world on virtually every class of ship currently in operation. Job Summary / Outside Machinist: Capable of accomplishing the installation, maintenance, and repair of ship's propulsion and auxiliary systems including, but not limited to Steam, Gas Turbine, and Diesel propulsion systems, rudders and steering gear, elevators, and deck equipment without Supervision. Capable of accomplishing the installation repair, and maintenance of ship's fluid systems which include pumps, compressors, purifiers, heat exchangers, actuators and valves without Supervision. Analyze defects and adjusts or repairs electrical mechanical systems of outboard motors. Disassembles and inspects motor for defective parts, using mechanical hand tools. Replaces parts like gears., magneto points, piston rings and spark plugs and reassembles engine. Capable of accomplishing the testing of equipment to ensure systems meet 4E specifications, references and drawings without Supervision. Capable of accomplishing the installation and testing of various shop equipment. Must have ability to follow repair references and drawings and be proficient in the use of precision measuring equipment. Performs other related tasks as assigned, some of which may become essential to the position. Job Requirements and Experience / Outside Machinist: • Must be 18 years of age or older to apply., • Minimum 5 years of marine and/or shipyard experience preferred., • Health Insurance (medical, dental, vision, company paid life insurance, voluntary plans such as supplemental life insurance, critical illness, and hospital indemnity), • Paid Time Off, • Company paid holidays, • Retirement savings plan (401(k) plan with company matching and an Employee Stock Ownership Plan OUTSIDE MACHINIST JOURNEYMAN EEO/AA/Vet/Disabled #zr Copyright © 2024, ADP, Inc. All rights reserved.Privacy|Legal|Requirements|Artificial IntelligencePowered by

Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $56,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Mechanical Manager Company Name: H+W Engineering, Inc. Location: El Cajon (San Diego), CA Project Focus: Residential and Commercial MEP Design Work Setting: Hybrid (Onsite Tue/Thu; Remote Mon/Wed/Fri) Salary: $135,000 – $165,000 + Performance Bonuses & Profit Sharing Recruited Exclusively By: Luxus | AEC Talent Partners Position Overview Are you a visionary engineer ready to transcend traditional design and steer the mechanical division of a premier Southern California firm? We are seeking a Mechanical Manager to architect the future of our mechanical and plumbing departments. In this pivotal leadership role, you won't just manage "chores"—you will be the technical heartbeat of the firm, transforming conceptual building visions into high-performance, sustainable mechanical systems. You will serve as a mentor to rising talent and a strategic partner to our clients, ensuring every project reflects our legacy of engineering excellence. Joining our team means stepping into a culture that prioritizes your autonomy and long-term wealth. With a highly flexible hybrid schedule and a commitment to 100% employer-paid benefits, we empower our leaders to balance high-impact professional delivery with personal well-being. This is an invitation to take true ownership of your career trajectory, backed by cutting-edge cloud-based technology and a collaborative environment where your contributions directly influence the firm's growth and your own financial upside through performance-driven incentives. Core Responsibilities * Strategic Leadership: Steer the mechanical design team, providing high-level supervision and mentorship to engineers, designers, and technicians to foster a culture of technical mastery. * System Architecture: Design complex mechanical and plumbing systems for diverse residential and commercial portfolios, ensuring innovation and efficiency are at the forefront of every plan. * Project Stewardship: Navigate the entire project lifecycle from conceptual design through construction, managing staffing requirements and schedules to ensure flawless execution. * Client Relationship Management: Act as a primary technical consultant to retain and grow existing client partnerships, attending high-stakes meetings and translating client needs into engineering realities. * Technical Authority: Author comprehensive Basis of Design (BOD) documents and technical specifications while serving as the final word on code compliance and engineering fundamentals. * Field Integration: Lead job site walks and surveys, including climbing ladders to observe existing conditions, to ensure that design intent is perfectly realized during the construction phase. * Performance Optimization: Oversee the review of submittals and RFIs, providing rapid, expert solutions to maintain project momentum and technical integrity. Required Qualifications * Education: Bachelor's Degree in Mechanical Engineering or a related field. * Experience: 5–10 years of progressive experience in mechanical building systems design. * Software Proficiency: Expert-level command of AutoCAD and Revit; proficient in Microsoft Office Suite (Word, Excel, Outlook). * Licensure: Valid California Driver's License. * Physical Ability: Ability to navigate construction sites and climb ladders for field surveys. Preferred Qualifications * Licensure: Active Professional Engineer (PE) license in the State of California. * Specialized Software: Experience with EnergyPro, Navisworks (clash detection), and MEP Fabrication. * Industry Insight: Deep knowledge of California Title 24 energy codes and local San Diego building standards. About H+W Engineering, Inc. Based in the San Diego area, H+W Engineering, Inc. is a leading multidisciplinary firm dedicated to providing innovative MEP solutions for the modern built environment. We pride ourselves on a "people-first" culture, evidenced by our 100% paid health insurance, generous PTO, and a hybrid work model that respects professional autonomy. At our core, we are a team of problem-solvers who value continuing education, mentorship, and the shared success of our employees. About Luxus | AEC Talent Partners Luxus is an exclusive AEC recruiting firm managing this search on behalf of H+W Engineering, Inc. We partner with the most prestigious structural, civil, and architectural firms in the country to connect top-tier talent with legacy-building opportunities. Not the perfect fit for this role? We still want to hear from you. Our network is constantly expanding with exclusive, unlisted positions across the AEC sector. Connect with us today to discuss your career trajectory. Keywords: Mechanical Manager, Mechanical Engineering, Plumbing Design, Revit MEP, AutoCAD, EnergyPro, HVAC Design, AEC Industry, San Diego Engineering Jobs, Project Management, PE License, Building Systems, Commercial Construction, Residential Design, Title 24.

Job Description Mission Recruiting is partnering with a fast-growing, trial-driven plaintiff-side litigation practice in San Diego that is building something special. This is not a volume shop or a place to coast. This is an opportunity for an attorney who wants real responsibility, real upside, and a seat at the table as the firm continues to scale. The practice handles high-stakes, contingency-fee litigation with meaningful exposure. Recent matters include eight-figure trial results and class actions with nine-figure potential. The firm has intentionally evolved beyond overcrowded practice areas and is focused on complex, emerging claims where creativity, grit, and execution matter. This role is ideal for someone who is hungry, motivated, and excited by the idea of building long-term wealth through performance, not just collecting a paycheck. This is a fully in-office role in San Diego. The Opportunity You will step into an environment where attorneys are trusted early, trained closely, and given hands-on litigation experience from day one. Workloads ebb and flow based on case posture, so adaptability and drive are essential. What you will do: • Handle all phases of plaintiff-side employment and complex civil litigation, • Draft pleadings, motions, and discovery, • Take and defend depositions, • Prepare cases for mediation, settlement negotiations, and trial, • Collaborate directly with senior trial attorneys on strategy, • Contribute to novel legal theories and emerging areas of law, • Manage deadlines in a fast-moving, results-oriented practice Who This Role Is Built For • This firm is open-minded about background and career stage. What matters most is mindset., • This could be a strong fit if you:, • Thrive in a demanding, high-accountability environment, • Want to build a long-term future, not just your next role, • Are motivated by ownership, upside, and performance-based rewards, • Enjoy working in-person with close mentorship and collaboration, • Are comfortable in a contingency-fee practice where effort and results drive outcomes, • Attorneys coming from plaintiff-side work, defense practices, or earlier-stage careers are all encouraged to explore this opportunity if the drive and work ethic are there. Compensation & Long-Term Upside • Competitive base salary, flexible based on overall candidate strength $140,000-$180,000 DOE, • Willingness to pay top-of-market for exceptional talent, • Equity participation opportunity tied to firm performance and tenure, • Meaningful upside connected to case outcomes and firm growth, • Benefits package discussed during the interview process, • This is a place where the long-term picture matters. Attorneys who grow with the firm can see substantial financial upside over time. Why San Diego Beyond the work, San Diego offers one of the best lifestyles in the country. From coastal living and year-round sunshine to vibrant neighborhoods, top-tier dining, and an active outdoor culture, it is a city that attracts people who want both professional intensity and quality of life. Why This Role Stands Out • High-stakes, impactful plaintiff-side litigation, • Direct access to trials and real courtroom experience, • Mentorship from seasoned trial lawyers, • Clear path to increased responsibility and ownership, • A culture that rewards initiative, effort, and results Mission Recruiting is proud to represent this opportunity. If you are looking for a role where hard work is noticed, performance is rewarded, and the ceiling is high, this is worth a closer look. Salary: $140,000 - $180,000 Reference: 148243

Job DescriptionThis role focuses on enabling front-office, advisor, and trading operations through low-latency data pipelines, scalable architectures, and governed data platforms. You will work closely with trading desks, portfolio management, and digital platforms to deliver reliable, compliant, and high-throughput data solutions.Key ResponsibilitiesTrading Data Platform Engineering· Design and build real-time and batch data pipelines supporting trading workflows (orders, executions, positions, market data)· Develop low-latency data processing systems for near real-time decisioning· Build scalable data architectures for high-volume transaction data· Enable event-driven architectures using streaming platforms (Kafka, Kinesis)Wealth Management & Trading Integration· Integrate with trading platforms (OMS/EMS), portfolio systems, and advisor platforms· Support use cases such as:· Trade lifecycle tracking (order → execution → settlement)· Portfolio performance and analytics· Advisor dashboards and client reporting· Ensure data consistency across front-, middle-, and back-office systemsData Engineering & Architecture· Build and manage data lakes / lakehouse architectures (Delta Lake, Iceberg, etc.)· Develop ETL/ELT pipelines using modern frameworks· Design data models optimized for trading and analytics workloads· Implement API-driven data access layers for downstream consumptionPerformance, Scalability & Reliability· Optimize pipelines for low latency, high throughput, and fault tolerance· Implement data quality, reconciliation, and observability frameworks· Ensure high availability and disaster recovery for critical trading data systemsGovernance, Risk & Compliance· Implement data governance, lineage, and auditability· Ensure compliance with regulatory requirements (SEC, FINRA, etc.)· Enable data security, entitlements, and access controls· Support trade surveillance and reporting requirementsCollaboration & Delivery· Partner with trading desks, product teams, and architects to translate requirements into scalable data solutions· Work closely with AI/analytics teams to enable downstream insights and models· Mentor junior engineers and contribute to data engineering best practicesRequired Qualifications· 7–12+ years of experience in data engineering or backend engineering· Strong expertise in:· Python / Scala / Java· SQL and distributed data processing (Spark, Flink, etc.)· Hands-on experience with:· Streaming platforms (Kafka, Kinesis, Pulsar)· Data lake / warehouse technologies (Snowflake, Databricks, Redshift)· Experience building real-time or near real-time data pipelines· Strong understanding of data modeling and large-scale distributed systemsPreferred Qualifications· Experience in Wealth Management or Capital Markets trading systems· Familiarity with OMS/EMS platforms (e.g., Charles River Development, Aladdin, FIS)· Knowledge of market data (equities, fixed income, derivatives) and trade lifecycle / post-trade processing· Experience with cloud-native data platforms (AWS, Azure, GCP)· Exposure to real-time analytics and risk systems

Job Description Are you ready to seize an outstanding opportunity to advance your real estate career? Momentum Group invites you to explore a realm of boundless potential! At Momentum Group, we invite you to embark on a journey of professional growth and achievement that transcends the ordinary. Our team is facing an exciting challenge - we're inundated with leads! Month after month, our agents achieve remarkable success, all thanks to our technology-driven approach and aggressive internet lead generation system. It's no surprise that we stand tall as one of the fastest-growing real estate companies in the region. What sets Momentum Group apart: • A Wealth of Quality LEADS: Say goodbye to the struggle of finding clients; we offer a constant flow of high-quality prospects., • First-Class Support: Our exceptional coaches and leadership team guide you to excellence with top-notch marketing materials and sales support., • Streamlined Paperwork: No more hassle with back-office paperwork; we handle it, allowing you to focus on being an agent., • Master the Art of Lead Conversion: Our proven training and tutoring program caters to all experience levels, transforming you into a lead conversion expert. Are you the ideal fit for Momentum Group? • A Self-Starter: Build a career, not just a job. We seek ambitious, self-motivated individuals for rewarding full-time sales positions as realtors!, • Enthusiastic Helpful: If you enjoy connecting with others and have a passion for helping people, this career is tailor-made for you., • A Team Player: Success at Momentum Group demands drive, energy, and an unwavering desire for success in a close-knit company where your efforts directly impact the bottom line. As a Real Estate Agent with us, you'll make a significant impact: • Diligent Lead Follow-Up: Maximize sales opportunities through meticulous lead follow-up., • Nurture Client Relationships: Understand clients' needs to generate more sales opportunities., • Expert Buyer Seller Consultations: Match clients with their dream homes through insightful consultations., • Showcase Listings: Host open houses to attract prospective buyers and showcase our listings., • Seamless Transaction Management: Oversee property transactions for a smooth experience for all parties., • Business Expansion: Leverage your expertise to attract new clients and grow our business., • Local Market Expertise: Possess in-depth local knowledge of the community and market conditions, ready to address client queries. Qualifications: • Past Sales Experience (Preferred): Past sales experience is preferred but not mandatory., • Tech-Savvy: Embrace new tools and platforms in the tech-savvy world of real estate., • Exceptional Communication Networking: Master the art of communication, negotiation, and networking., • Driven Motivated: Display self-motivation, drive, and a readiness to overcome challenges., • Organized Time Management Pro: Maintain organization and excel in time management., • A Real Estate License (Mandatory) While others slow down, Momentum Group continues to soar! In an expanding real estate landscape, we thrive, and exceptional opportunities await you. Are you prepared to embrace growth and achievement? Apply now and step into a brighter future with us! Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job DescriptionSalary: Human Resource Business Partner (San Diego office) About Geek+ Geek+ is a global leader in robotics and smart logistics solutions, specializing in Autonomous Mobile Robots (AMRs) for warehousing. Founded in 2015 and headquartered in Beijing, China, Geek+ serves Fortune 500 clients across retail, apparel, logistics, and more. The Americas region is one of the fastest-growing markets for logistics robotics, with offices in San Diego and Atlanta and over 100 employees. Role Overview As an HR Business Partner, you will serve as a strategic consultant and operational anchor for our North American team. You will be deeply embedded in the business, supporting everyone from high-level engineers to the deployment teams scaling our robotics solutions. This role requires a thorough understanding of traditional HR strategy, talent lifecycle management, and technical savviness to navigate a fast-paced robotics environment. Key Responsibilities 1. Strategic Business Partnership * • Act as a trusted advisor to department leads, aligning human capital strategies with Geekpluss growth and deployment targets., • Identify organizational trends (turnover, engagement, headcount) and develop data-driven interventions to maintain a high-performing culture., • Bridge the gap between global corporate policies and local North American operations, ensuring cultural and legal alignment. 2. Talent Management & Lifecycle * • Recruitment Strategy: Partner with hiring managers to refine Job Descriptions and manage the full-cycle recruitment process., • Onboarding/Offboarding: Own the end-to-end employee experience, from drafting complex severance agreements and SOPs to the physical deployment of hardware for new hires., • Immigration & Compliance: Manage F-1/H-1B visa documentation and tax exemption compliance for our international talent pool. 3. Operational & Technical Agility * • Hardware & IT Liaison: Oversee the physical logistics of the employee experience, including the procurement and configuration of high-end ergonomic setups (e.g., standing desks, specialized seating) and basic IT troubleshooting for new deployments., • Workplace Optimization: Lead office layout strategies that prioritize focus and productivity, including the implementation of privacy-focused solutions and collaborative zones. 4. Employee Relations & Legal * • Conduct internal investigations and resolve complex employee relations issues with a focus on empathy and legal compliance., • Maintain and update internal SOPs regarding compensation, benefits, and local/federal labor laws. Qualifications & Skills • Language: Must be bilingual in Chinese and English, • Location: Must reside within 30 miles of our San Diego office or be open to relocation, • Experience: 5+ years of HR experience, ideally in an AMR, robotics, or high-growth hardware environment., • Education: Bachelors degree in HR, Business, or a related field (SHRM-CP/PHR certification is a strong plus)., • Technical Proficiency: Comfortable navigating HRIS systems and collaborating with teams on hardware/network requirements for staff., • Strategic Thinking: Ability to see the "big picture" (wealth-building for employees, long-term scaling) while managing the day-to-day granular details., • Communication: High level verbal and written communication skills, with the ability to explain complex HR policy to technical staff.

Job Description Watch your work come to life in landmark projects around the world when you partner with Syska Hennessy Group. As a global leader in consulting, engineering, and commissioning services, we specialize in MEP, information and communication technology, architectural lighting, vertical transportation, and commissioning. We are seeking a Senior Mechanical Engineer to join our team in San Diego. Your experience working in a consulting firm on healthcare projects will ensure your success in this role. Working from either our Los Angeles or San Diego offices, you will contribute to the design of major projects from both inpatient and outpatient healthcare engineering design across all phases from around the world. You will be part of a large team of over 100 engineers nationally with a wealth of experience, so this is a great opportunity to grow your career. Our dynamic work environment provides the optimal setting to take your career to the next level. From our supportive culture, diverse workforce, and competitive compensation to our flexible work schedules and fun social events, it's everything you'll need for an exciting, challenging, and rewarding career. Mission Critical, Science + Technology, Healthcare, and Project Management experience a plus. Job Responsibilities As a Senior Mechanical Engineer you will be responsible for representing the Firm in all interactions with clients, contractors, architects, and other project team members. You will be responsible for designing large projects, preparing reports and specifications, and providing a high level of technical leadership. Additional responsibilities include: • Providing consulting services, including preparation of due diligence reports, gap analyses, and feasibility reports, • Develop sustainable mechanical solutions, producing concepts and detailed drawings, • Overseeing the production of drawings consistent with client requirements and standards, • Coordinating with design team, owner, and contractors, • Establishing design standards, specifications, and criteria for projects, • Preparation of proposals and administering project contracts between SHG and the client, including Add Service Agreements, • Conducting business development activities, participating in various trade organizations, and preparing presentations, • Establishing project budgets and schedules, • Participating in QA/QC process of completed work by staff Successful candidates must have a current PE registration as a Mechanical Engineer with a solid, and stable work track record. The capability to fully design mechanical systems for various building types not only commercial and mixed-use but also mission critical, life science and R+D facilities would be a major plus and good fit for this dynamic role. Additional requirements of the Senior Mechanical Engineer include: • Bachelor's degree in Mechanical Engineering from an accredited university, • Minimum of 8+years' experience working in a consulting firm, • 3+ year supervisory, Project manager, • LEED AP accreditation, highly preferred, • Candidate should possess a strong ability to coordinate mechanical systems with architectural, structural, electrical, and telecom, as well as its constructability and cost, • Working knowledge of AutoCAD and REVIT experience As an employee with Syska Hennessy Group, you will be part of a global firm with an amazing history! We are committed to being the best, to advancing engineering design practice, and to supporting our clients with integrity. To make all of that happen, we rely on the talent, drive, enthusiasm, and the total job satisfaction of the great people who work here. As a member of our highly collaborative team, we provide you with a flexible benefits package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The personal benefits program at Syska Hennessy includes: • Robust, comprehensive medical, dental, vision, life insurance and supplemental benefit plans, • 401(k) plan with a generous employer matching program, • Training and professional development courses, • Professional development incentive bonuses, • Dynamic Employee Resource Groups, • Competitive Paid Time Off (PTO) policy, • Transit/parking employer stipend Syska Hennessy Group | Integrating the best minds and technology to help clients create exceptional environments. The salary range listed below is for this particular job posting. Actual pay range for candidates will be commensurate with candidate's experience, skillsets and competencies and may differ based on the cost of labor in their particular location. California Pay range$67,575—$122,649 USD

Job DescriptionHeadquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. The Credit Analyst II position is built for a credit professional who has developed strong technical fundamentals and is ready to take on greater ownership and impact. In this role, you will independently evaluate commercial loan applications, apply sound underwriting judgment, and contribute meaningfully to portfolio performance. You will collaborate closely with Sales, Operations, and senior credit leaders while refining your ability to assess risk, structure deals, and communicate clear, well supported credit decisions. This role is designed for someone who wants to deepen their expertise. You will apply disciplined credit analysis, strengthen your decision making authority, and continue developing advanced underwriting judgment in a fast paced lending environment that values accountability and collaboration.What You'll Do • Perform routine analysis of financial documents and bank statements to evaluate the creditworthiness of commercial loan applicants., • Assess the financial health of businesses by analyzing key financial metrics, such as cash flows, liquidity, profitability, and leverage., • Analyze personal and business credit and background reports to identify credit risks associated with commercial loan applicants., • Assess the impact of the guarantor on the company’s ability to service debt., • Prepare a brief statement based on established criteria and policies summarizing underwriting recommendations for commercial loan decisions., • Make multiple credit decisions per day while building toward individual approval authority., • Possess a well-rounded knowledge of pricing, structuring, and stipulations based on risk profile., • Collaborate with colleagues to communicate underwriting decisions to internal stakeholders and provide information., • Demonstrate a comprehensive understanding of market dynamics.What You'll Bring, • A Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field., • Four to six years of experience in finance, banking, accounting, underwriting, or a similar analytical environment., • Experience working within small business and/or commercial lending is highly desirable., • Strong working knowledge of financial statement analysis and the ability to interpret complex financial data with confidence., • Understanding of small business lending dynamics and common industry risk considerations., • Strong analytical thinking and quantitative skills with attention to detail., • Ability to make complex credit decisions in a deadline driven environment., • Clear written and verbal communication skills and confidence presenting underwriting rationale., • A cover letter is highly encouraged, as it gives us greater insight into your experience and career aspirations.Why You'll Love It Here, • You will take meaningful ownership of underwriting decisions that directly impact portfolio performance., • You will deepen your technical expertise while strengthening your independent judgment., • You will work alongside experienced credit professionals in a collaborative, accountable environment., • You will continue building a clear path toward senior underwriting or leadership opportunities.We Offer, • Comprehensive medical, vision and dental benefits that give you peace of mind., • Hybrid work schedule allowing you to split your week between coming into the office and working remotely from home., • Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses., • A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time., • Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life., • Paid parental leave to support new and expecting parents, helping offset time away from work as you welcome and care for your growing family., • A gym membership contribution that supports your well-being, and helps you stay energized and focused., • An internal referral program that rewards you for bringing talented people to the team.

Job Description Overview: Office Attendance: 3 days per week in office in San Diego, CA Based in San Diego, CA, we are a national leader in outsourced household employment, payroll, and risk management solutions serving private families, family offices, and wealth management firms. We are seeking a Client Partnerships Lead to drive new business growth within the ultra high net worth and family office channel. This is a highly consultative, mid-market to enterprise sales role focused on building long term partnerships with sophisticated financial professionals and their clients. The ideal candidate thrives in relationship driven environments, is comfortable engaging executive level stakeholders, and enjoys owning a market with meaningful autonomy. This is a high ownership, high visibility opportunity for someone who wants exposure to complex buyers and a fast growing vertical. Those who succeed are strategic, polished, resilient, and motivated by building a book of business in a niche market with limited competition. Key Responsibilities: • Drive new revenue growth within the family office and wealth advisory channel., • Prospect and self source new partnership opportunities through highly customized outreach., • Manage a consultative sales cycle averaging 60 to 90 days from initial engagement to close., • Engage executive level stakeholders across single and multi family offices., • Represent the company at industry conferences and private events., • Maintain disciplined CRM documentation and pipeline management., • Collaborate cross functionally to ensure smooth onboarding and long term account expansion. Qualifications • 2 - 5 years of sales, account management, or business development experience in professional services, financial services, or another client facing consultative role., • Strong executive presence and comfort engaging sophisticated financial buyers., • Demonstrated success in outbound prospecting and pipeline development., • Excellent written communication skills with ability to craft personalized outreach., • Resilient, competitive, and self directed with high performance standards., • Bachelor’s degree with strong academic track record preferred. Compensation & Structure Base salary range of $80,000 to $100,000 (pending being on the low or high end of the 2-5 year experience range). Variable compensation of $20,000 to $40,000 based on performance (soft cap at $120K). Ready to Build? If you are an ambitious, polished sales professional looking to build executive level partnerships in a fast growing niche market, this is an opportunity to own a high impact channel with real upside and long term career growth. Apply today to explore confidential representation.

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: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • 5+ years of successful sales experience in financial services, • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP® (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. 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. 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. Base Pay Range $100,000—$150,000 USD 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionDescription: This position will office out of our San Diego, CA location MUST HAVE prior loan origination experience Excellent Benefits, Holiday Pay, Incentive Pay, and company perks! At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Mortgage Loan Originator at our San Diego, CA location. This is a fully commissioned position with a draw. Draws are minimum wage rates based on work location. Details of the commission plan will be presented at time of offer. Description: Individuals will be required to develop leads and originate mortgage loans through branches, realtors, and builders, and respond to referrals from branch personnel and others. Additionally, candidates should have an understanding of the mortgage regulations and processes as well as other bank products and services in order to deepen relationships with customers. Applicants must be able to effectively communicate both verbally and written, exercise independent judgment and comprehend complex instructions, technical and financial materials and forms related to assigned duties. The MLO must meet production standards developed by management. Responsibilities: • Develop, lead and originate mortgage loans through branches, realtors and builders., • Interview mortgage loan applicants., • Take loan applications from customers., • Send applicant’s file to processors in the centralized loan support area., • Respond to referrals from branch personnel and others., • Assist in obtaining additional data or information when requested by processors., • Bachelor’s Degree in a related field or equivalent experience, MBA or Master's Degree preferred., • 2+ years of lending experience preferred., • Creativity, flexibility, integrity, and a commitment to customer support are essential., • Must be able to work autonomously exercising considerable independent judgment., • Must be able to maintain composure in stressful situations. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. We accept applications on an ongoing basis until the role is filled. There is no fixed deadline to apply. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

Job Description This role is located onsite in San Diego, California. Remote candidates will not be considered. Summary: As Centura’s Director of People & Culture, you will serve as a strategic leader responsible for shaping and advancing the firm’s people strategy and culture. In partnership with leadership, you will align HR practices with business objectives, driving operational excellence, compliance, and a values-driven, psychologically safe, and engaging workplace. This role leads initiatives that strengthens employee engagement and supports a high-performing, inclusive environment, while ensuring HR policies, programs, and systems reflect best practices and comply with federal and state regulations. As a trusted advisor to both leadership and employees, you will foster collaboration, trust, compassion, and transparency across the organization, championing a culture where people thrive and business goals are achieved through aligned, purpose-driven performance. Primary Responsibilities: Team Leadership & Development • Lead, mentor, and develop the People & Culture team, including the Sr. People & Culture Specialist, Sr. Manager of Talent Acquisition, and future Training Specialist., • Foster a psychologically safe team environment and provide coaching, guidance, and ongoing feedback to support individual growth, strengthen capabilities, and drive high performance., • Foster a collaborative, accountable, and solutions-oriented team environment that reflects Centura’s values and culture., • Oversee team workflows and resource allocation to ensure efficient execution of People & Culture initiatives and programs., • Partner with team members to elevate their strategic thinking, empowering them to take ownership of program design and execution., • Identify opportunities to enhance team structure, processes, and capabilities to support the firm’s growth and evolving needs., • Support succession planning and talent development within the People & Culture function to ensure long-term success Employee Engagement • Partner with the Sr. People & Culture Specialist to build and enhance employee engagement and culture initiatives, ensuring alignment with the firm’s values and business objectives., • Partner with the Sr. People & Culture Specialist to design and manage engagement programs, including employee events, wellness initiatives, volunteer opportunities, etc., • Support the integration of development resources, such as building curriculum with Centura’s Executive Coach and owning Centura’s leadership development training to enhance employee growth., • Oversee the use of engagement tools (e.g., Officevibe) to gather feedback, identify trends and partner with the Sr. People & Culture Specialist to implement changes., • Review and interpret engagement data and survey results with the Sr. People & Culture Specialist, providing insights and recommendations to leadership to inform culture and retention strategies., • Ensure employee recognition programs effectively reinforce Centura’s values and support a positive, performance-driven culture., • Partner with the Sr. People & Culture Specialist to translate employee feedback into strategic initiatives that enhance engagement, morale, and organizational effectiveness., • Champion a culture of transparency, compassion, trust, and open communication across the organization., • Continuously evaluate engagement strategies and programs, ensuring they remain effective, scalable, and aligned with evolving business needs. Performance Management • Continuously refine Centura’s performance management framework to ensure alignment with the firm’s mission, values, and strategic objectives., • Partner with leadership to establish clear performance expectations, goal-setting processes, and feedback standards that promote accountability and growth., • Partner with the Sr. People & Culture Specialist to oversee and administer Centura’s annual and quarterly review cycles, including timeline planning, training and communication., • Coach managers on delivering constructive, values-based feedback and fostering a culture of continuous performance improvement., • Analyze performance data to identify firmwide strengths, development needs, and trends that inform talent planning and training initiatives., • Ensure consistency, fairness, and compliance in performance evaluation practices across all departments., • Partner with Finance and leadership to connect performance outcomes with compensation and advancement decisions., • Develop and maintain performance improvement and development programs that support employee success and retention., • Champion a feedback-driven culture that values recognition, accountability, and professional development., • Lead Centura’s annual benefits renewal and open enrollment process, including timeline creation, vendor coordination, and communication planning., • Evaluate current benefit plan performance annually by analyzing participation, utilization, employee feedback and cost trends., • Partner with the firm’s benefits broker to review plan design options, renewals, and alternative carriers or cost-savings opportunities., • Benchmark benefit offerings against industry standards to ensure competitiveness and alignment with the firm’s total rewards strategy., • Recommend plan design changes to leadership based on cost, compliance, and employee needs., • Oversee benefits-related compliance requirements, including ACA reporting, ERISA notices, COBRA administration, and plan document updates., • Collaborate with Finance to forecast benefits costs and incorporate updates into the annual budget., • Manage vendor and carrier relationships, ensuring service quality, data accuracy, and timely issue resolution., • Develop and deliver employee communication materials for open enrollment (e.g., guides, FAQs, and presentations) that clearly explain benefits options and changes., • Conduct post-enrollment audits to verify accuracy of enrollments, deductions, and carrier data feeds., • Analyze employee benefits trends and utilization data to inform future benefit strategy and wellness initiatives. Leave of Absences / Reasonable Accommodations • Administer Centura’s Leave of Absence (LOA) and Reasonable Accommodation processes in compliance with federal and California laws (e.g., FMLA, CFRA, ADA)., • Coordinate with employees, managers, and HR leadership to ensure a smooth leave process and proper return-to-work planning. Workers’ Compensation • Oversee Centura’s Workers’ Compensation program in compliance with state and federal regulations., • Serve as the primary point of contact for employees and managers regarding workplace injuries or incidents., • File claims and coordinate with the insurance carrier to ensure timely submission and follow-up., • Partner with the insurance carrier, healthcare providers, and legal representatives to ensure effective case management and resolution. Policy Updates and Renewals • Review annual federal and California legislative and regulatory updates to ensure company policies remain compliant., • Partner with Littler or other legal resources to update Centura’s Employee Handbook and related policy documents as needed., • Coordinate with leadership and department heads to communicate new or updated policies to employees., • Provide guidance to managers and employees regarding policy interpretation and implementation. Compliance • Oversee all HR compliance functions to ensure alignment with federal, state, and local employment laws, including wage and hour, leave, benefits, and anti-discrimination regulations., • Oversee completion of all mandatory employee trainings and certifications, including compliance, anti-harassment, and cybersecurity requirements., • Ensure accurate and timely completion of required reporting and filings (e.g., ACA, EEO-1, OSHA, COBRA, ERISA)., • Conduct regular internal audits of HR practices, personnel files, and system data to maintain compliance and readiness for external audits., • Partner with leadership to manage compliance-related investigations, employee relations issues, and disciplinary actions as needed., • Stay informed of changes in employment law and proactively recommend updates to policies and processes to mitigate organizational risk., • Successful track record of leading a team and providing individual mentorship and development, • Experience building and managing employee engagement initiatives, • Deep understanding of employment law and HR compliance across federal and California regulations (FMLA, CFRA, ADA, ACA, EEO, wage and hour, etc.)., • Experience with open enrollment, compensation structures, and total rewards strategies., • Knowledge of change management and organizational effectiveness principles., • Skilled in coaching leaders through feedback, performance improvement, and talent growth., • Ability to balance strategic thinking with operational execution, moving seamlessly between big-picture planning and hands-on player-coach leadership., • Bachelor’s degree in Human Resources, Psychology, Business Administration, Organizational Leadership, or a related field., • 8+ years of progressive HR experience, including at least 3 years in a leadership or strategic HR management role., • Demonstrated experience overseeing multiple HR functions such as recruiting, performance management, benefits, compliance, and employee engagement., • Proven track record in developing and implementing HR strategies that align with organizational goals and improve business performance., • Experience in California employment law compliance and employee relations., • Strong knowledge of HR systems and technology platforms (e.g., HRIS, ATS, performance and engagement tools)., • Excellent interpersonal, communication, and leadership skills., • Ability to build and lead high-performing teams and foster an inclusive, collaborative work environment., • SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred., • Communication, • Bold Leadership, • Delegation, • Forward Thinking, • Influencing Others, • Adaptability, • Decision Making, • Project Management, • Resource Management, • Risk Navigator Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $190k - $200k + bonus

Job Description Cognitive is an IT and software engineering services company dedicated to elevating the quality, speed and delivery of today’s US government healthcare programs. With a wealth of clinical expertise and hands-on experience, our team understands the significant challenges our government clients—and their customers—face every day. This real-world experience equips us to develop IT solutions that seamlessly connect all facets of healthcare delivery. At Cognitive, we’re guiding government agencies to the forefront of technology innovation in healthcare delivery. Position Overview: The DevOps Manager position is part of the Cognitive professional services team supporting the DoD Defense Health Agency TRICARE Fifth Generation Contract (“T-5”) supporting TriWest Healthcare Alliance. The primary role will be to support the development, deployment, and integration of complex software systems to the Microsoft Azure Government Computing Cloud. Key Responsibilities Include: • Manage a high-performing team of DevOps Engineers with a focus on hands-on technical guidance. Cultivate a culture of innovation, collaboration, and continuous improvement within the technical domain., • Leads coaching and enablement of teams on DevOps practices. Train and support developers from source control, through build automation, merge resolution, CI, test automation, deployment based on tools usage and policies, • Act as a DevOps subject matter expert (SME) across all pods, driving standardization and best practices across the program, • Setup, manage, and maintain the continuous build/continuous integration infrastructure used by the application, ensuring conformance to all applicable security standards, • Partner with engineering and product managers to ensure business and security requirements are supported by corresponding technical requirements and infrastructure, • Aid in deployments, operations, monitoring, and continued availability of the production software and infrastructure, • Support an Agile, Lean, SAFe-based environment utilizing DevSecOps, CI/CD, and related processes, methodologies, and concepts., • Ensure optimal use of Source Control Management tools in Azure DevOps environment (Git), • Create, maintain, and manage fully automated CI/CD processes for multiple environments using Azure DevOps, • Collaborate on policies, standards, guidelines, governance and related guidance for CI/CD, software development, and deployment., • Enable successful release management by moving code from Development and Testing environments to Staging and Production, • Manage and maintain the security infrastructure required for deploying secure, scalable and reliable applications, while routinely conducting preventative and adaptive maintenance to increase security, performance, and reliability, • Partner with QA, Security, and Product teams for end-to-end delivery quality, • Bachelor’s degree in computer science, electronics engineering, or other engineering or technical discipline (8 years of additional relevant experience may be substituted for education), • 8 years minimum experience in a similar role/capacity, • Proven experience in hands-on technical leadership roles, • Microsoft Azure Certifications like DevOps Engineer is a plus, • Experience with cloud deployments and cluster resource management with Azure GovCloud including monitoring systems, logging, and security implementation, • Background in deployment and configuration of Azure Infrastructure such as API Management, Azure Function Apps, KeyVault, Entra, Power Platform, • Experience with Azure DevOps and Pipelines, Azure DevOps Git Repository Management, • .NET C# applications and Web Server Software, Visual Studio, Windows Server Operating System, • Experience supporting DoD/Federal environments, including PRISMA and STIG compliance, • Hands-on experience in Azure Government Cloud (IL2/IL4/), • Experience of software development processes and code management tools and processes, • Knowledge of DevOps Engineering Processes and Operations & Management (O&M), • Ability to conduct in-depth triage, troubleshooting, and forensics across all facets of the cloud stack while executing process corrective action and continual service improvement, • US Citizenship required, • Be part of a mission-driven organization making a difference in healthcare IT., • Collaborate with innovative and passionate professionals that are there to support you at every turn., • Enjoy a supportive work/life balance with the flexibility of a 100% remote company., • Benefit from opportunities for growth and development in a dynamic environment.

Job Description The Research Analyst will be involved in many aspects of the economic and research inputs to our investment platform. She or he will participate in the team’s ongoing research and investment analysis, creation of firmwide materials, and third-party manager due diligence. This role offers the opportunity to learn and contribute to the firm’s core investment research functions while working closely with senior members of the team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc., • Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications., • Perform macroeconomic research and create visualizations for quarterly publications., • Collaborate across teams to deliver data-directed insights and scalable research., • Participate in due diligence and monitoring of investment strategies., • Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows., • Consult with national advisor base on investment related topics and inquiries. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.)., • Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment. Skills: • Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail., • Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers., • Impeccable ethical standards and ability to maintain confidentiality., • Excellent personal and professional references. Abilities: • A self-starter who takes ownership for their work., • Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations., • Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well., • Bachelor’s Degree in economics, business or finance or related field., • Progress towards the CFA designation preferred. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. What Will Set You Apart:, • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Pay: $150K – $350K+ (base salary + variable compensation based on revenue growth), • Profit share: Additional opportunities for discretionary year-end profit sharing, • Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vestOwnership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description Position: Sr. Compliance Analyst Reports to: Chief Compliance Officer (CCO) Department: Compliance (Securities) Location: 1512 El Camino Real, San Diego, CA 92130 Classification: Full-Exempt, Exempt Summary / Job Objective: The Sr. Compliance Analyst supports a Registered Investment Adviser (RIA) and Broker-Dealer by leading the review and approval of marketing and advertising materials to ensure compliance with SEC, FINRA, and applicable insurance regulations. This role partners with advisors and marketing teams to enable compliant growth across wealth management and insurance platforms and is responsible for building and managing the firm’s marketing compliance function. Primary Responsibilities: · Lead and manage the marketing compliance review program across advisory, brokerage, and insurance communications. · Build, train, and manage a marketing compliance team as the business grows. · Oversee review and approval of marketing materials, including websites, social media, presentations, emails, and insurance sales content. · Ensure compliance with the SEC Marketing Rule, FINRA Rule 2210, and state insurance advertising standards. · Review testimonials, endorsements, performance, hypothetical performance, and insurance marketing materials. · Serve as a compliance resource to advisors and marketing teams. · Maintain advertising review workflows and records. · Support regulatory exams and remediation related to marketing communications. Qualifications: · Bachelor’s degree in Finance, Business, Marketing, Compliance, Insurance, or related field. · 3+ years of experience in marketing/advertising compliance within an RIA, Broker-Dealer, insurance agency, or dual registrant. · Experience reviewing advisory, brokerage, and insurance marketing materials (annuities, life, LTC, etc.). Core Competencies: · Working knowledge of SEC Marketing Rule and FINRA Rule 2210. · Strong written and verbal communication skills. · Experience with Red Oak and/or ComplySci is a plus. Compensation & Benefits: Compensation (based on experience) • Annual salary: $85,000 to $95,000; exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Entry-Level Life Insurance Educator Are you motivated, business-minded, and ready to take ownership of your income? This is a remote opportunity for those looking to begin in the life insurance space with flexibility, growth, and the ability to build something meaningful while helping others plan for their financial future. As an Entry Level Life Insurance Educator with Prosperity Money Solutions, you will work remotely while learning how to guide clients through life insurance concepts, coverage options, and long-term protection strategies. Through training and real-world application, you will develop the skills to educate clients, build relationships, and grow within the financial services space while creating your own path. This opportunity can pair well with real estate or lending, where relationships and referrals play a key role in long-term growth and consistency. Highlights • Licensing support with guided training included, • Work remotely with flexibility and no set territory, • Low startup costs, so you can stay focused on growth, • Independence to build a schedule that fits your lifestyle This is a path to building a business that can create financial stability and long-term growth. If you are ready to take ownership of your career and income, apply today and begin building in the life insurance space. Questions? No experience required, training and licensing support provided Ability to begin earning as quickly as you can obtain a license, often within a few weeks Opportunity to serve clients remotely across multiple markets If you are ready to make an impact while building your own financial future, we would be glad to connect. Compensation: $100,000 at plan Responsibilities: • Educate clients on tailored financial strategies, including retirement planning, life insurance, and annuities, • Guide clients in building comprehensive, customized financial plans, • Provide support on tax savings, debt reduction, and wealth-building solutions, • Help clients identify financial gaps and offer solutions to achieve financial goals, • Offer financial education and actionable steps to improve financial well-being, • Follow up with clients regularly to track progress and reassess needs, • Present and explain product options clearly so clients feel confident in their decisions, • Driven, business-focused mindset, • Strong communication skills, • No prior experience required, training is provided, • Willingness to obtain a financial license with support provided, • Passion for helping others and building wealth At Prosperity Money Solutions, our mission is to help people from all walks of life build a stronger financial future. Through our business platform, we have removed the barriers that have kept individuals from pursuing their dream of owning a business. Every day, our associates prove that by helping others reach their goals, true success follows. You can be part of that success. As an associate with Prosperity Money Solutions, you are in business for yourself but never by yourself. Our platform provides the tools, mentorship, and support you need to build a financial services business that can transform the futures of families and generations to come. You Are In Control of Your Career Our platform empowers you to create a career and lifestyle where you are in control of your success. We offer multiple pathways to expand your skills, obtain new licenses, and become a registered representative, helping you grow personally and professionally while making a lasting impact on others.

Job DescriptionHeadquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. The Commercial Underwriter II position is built for a credit professional who has developed strong technical fundamentals and is ready to take on greater ownership and impact. In this role, you will independently evaluate commercial loan applications, apply sound underwriting judgment, and contribute meaningfully to portfolio performance. You will collaborate closely with Sales, Operations, and senior credit leaders while refining your ability to assess risk, structure deals, and communicate clear, well supported credit decisions. This role is designed for someone who wants to deepen their expertise. You will apply disciplined credit analysis, strengthen your decision making authority, and continue developing advanced underwriting judgment in a fast paced lending environment that values accountability and collaboration.What You'll Do • Perform routine analysis of financial documents and bank statements to evaluate the creditworthiness of commercial loan applicants., • Assess the financial health of businesses by analyzing key financial metrics, such as cash flows, liquidity, profitability, and leverage., • Analyze personal and business credit and background reports to identify credit risks associated with commercial loan applicants., • Assess the impact of the guarantor on the company’s ability to service debt., • Prepare a brief statement based on established criteria and policies summarizing underwriting recommendations for commercial loan decisions., • Make multiple credit decisions per day while building toward individual approval authority., • Possess a well-rounded knowledge of pricing, structuring, and stipulations based on risk profile., • Collaborate with colleagues to communicate underwriting decisions to internal stakeholders and provide information., • Demonstrate a comprehensive understanding of market dynamics.What You'll Bring, • A Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field., • Four to six years of experience in finance, banking, accounting, underwriting, or a similar analytical environment., • Experience working within small business and/or commercial lending is highly desirable., • Strong working knowledge of financial statement analysis and the ability to interpret complex financial data with confidence., • Understanding of small business lending dynamics and common industry risk considerations., • Strong analytical thinking and quantitative skills with attention to detail., • Ability to make complex credit decisions in a deadline driven environment., • Clear written and verbal communication skills and confidence presenting underwriting rationale., • A cover letter is highly encouraged, as it gives us greater insight into your experience and career aspirations.Why You'll Love It Here, • You will take meaningful ownership of underwriting decisions that directly impact portfolio performance., • You will deepen your technical expertise while strengthening your independent judgment., • You will work alongside experienced credit professionals in a collaborative, accountable environment., • You will continue building a clear path toward senior underwriting or leadership opportunities.We Offer, • Comprehensive medical, vision and dental benefits that give you peace of mind., • Hybrid work schedule allowing you to split your week between coming into the office and working remotely from home., • Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses., • A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time., • Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life., • Paid parental leave to support new and expecting parents, helping offset time away from work as you welcome and care for your growing family., • A gym membership contribution that supports your well-being, and helps you stay energized and focused., • An internal referral program that rewards you for bringing talented people to the team.

Job Description Senior Electrical Engineer – Healthcare Watch your work come to life in landmark projects around the world when you partner with Syska Hennessy Group! As a global leader in consulting, engineering, and commissioning services, we specialize in MEP, information and communication technology, architectural lighting, vertical transportation, and commissioning. We are seeking a Senior Electrical Engineer to join our team in Los Angeles, San Francisco, San Diego - specializing in healthcare. Your experience working in a consulting firm on healthcare projects will ensure your success in this role. Working from either our Los Angeles or San Diego offices, you will contribute to the design of major projects from both inpatient and outpatient healthcare engineering design across all phases from around the world. You will be part of a large team of over 100 engineers nationally with a wealth of experience, so this is a great opportunity to grow your career. Our dynamic work environment provides the optimal setting to take your career to the next level. From our supportive culture, diverse workforce, and competitive compensation to our flexible work schedules and fun social events, it's everything you'll need for an exciting, challenging, and rewarding career. Mission Critical, Science + Technology, Healthcare, Project Management experience a plus. Job Responsibilities As a Senior Electrical Engineer, you will be responsible for representing the Firm in all interactions with clients, contractors, architects, and other project team members. You will be responsible for creating basic designs under the direction of the Supervising engineer and/or supervising designer, to develop specifications, system narratives and system layouts for a variety of projects and project sizes. Additional responsibilities include: • Establishing design standards, specifications, and criteria for projects, • Supervising preparation of reports and analysis of system options and building conditions, • Maintaining interdisciplinary coordination with other trades/projects consultants, • Monitoring all correspondence between staff, clients, contractors, owners, etc., • Supervising construction administrative duties such as field reports, responses to RFIs, processing bulletins and addenda, etc., • Periodic objective and comprehensive employee evaluations, • Participate in and contribute to business unit Technical Leadership Committee, • Bachelor's degree in Electrical engineering from an Accredited Institution., • 7 - 15 years' experience working in a consulting firm, this is a Senior level role that requires a background in the MEP Engineering Industry., • Healthcare design experience - both inpatient and outpatient, a plus, • From concept design to Studies, from Single phase renovation to New construction projects – will train those who enjoy technical engineering., • Project management skills a plus, includes managing an internal design team., • Hands-on design and CAD/REVIT experience required, as you will have a very strong technical role. As an employee with Syska Hennessy Group, you will be part of a global firm with an amazing history! We are committed to being the best, to advancing engineering design practice, and to supporting our clients with integrity. To make all of that happen, we rely on the talent, drive, enthusiasm, and the total job satisfaction of the great people who work here. As a member of our highly collaborative team, we provide you with a flexible benefits package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The personal benefits program at Syska Hennessy Group includes: • Robust, comprehensive medical, dental, vision, life insurance and supplemental benefit plans, • 401(k) plan with a generous employer matching program, • Training and professional development courses, • Professional development incentive bonuses, • Dynamic Employee Resource Groups, • Competitive Paid Time Off (PTO) policy, • Transit/parking employer stipend Syska's work schedule is 4 days - Monday to Thursday 9 hours in the office and Friday 4 hours work from home. Syska Hennessy Group | Integrating the best minds and technology to help clients create exceptional environments. The salary range listed below is for this particular job posting. Actual pay range for candidates will be commensurate with candidate's experience, skillsets and competencies and may differ based on the cost of labor in their particular location. California Pay range$94,031—$164,554 USD

Job Description Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice. Primary Responsibilities: Client Planning & Documentation • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration., • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor, • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively “tell the client story.”, • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning, • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries., • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale., • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team., • Internally manages one of the team’s key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps, • Support the management of the annual “Report Card” process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year, • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy., • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process., • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans., • Collaborate with external center’s of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution, • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth., • Strong understanding of financial, tax, and estate planning principles and documentation., • Technical proficiency with Salesforce, financial planning software, and Microsoft Office., • Exceptional written and verbal communication skills, • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments., • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed, • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly, • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable, • Bachelor’s degree in finance, Business Administration, Economics, or related field, • Undergraduate degree – Required, • Certified Financial Planning “CFP” designation - Required, • Life & Health license in the State of CA – Optional, • 3+ years minimum experience in wealth management, • Accountability, • Communication, • Teamwork, • Adaptability, • Client Orientation, • Emotional Intelligence We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected pay range for this role is $65,000 to $95,000 plus bonus.

Job DescriptionDescription: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Branch Manager at our San Diego, CA branch! The salary range for this position is $89,200 to $130,300, depending on knowledge, skills, abilities, experience, and location. Description: The Branch Manager oversees the branch’s retail growth and profitability. They are responsible for maximizing sales/production by coaching and developing staff, establishing and upholding legendary customer service, controlling expenses, coordinating the efforts of staff to ensure that functions are completed effectively, and all other various tasks involved in the overall operation of the branch. Responsibilities: • Responsible for the corporate growth plan through branch deposit average balance increases, household increases, consumer lending base increases, deposit service fee increases, cross sale ratio, and partnering line of business referrals as well as engaging, motivating, and leading staff to act on and support these initiatives., • Responsible for assisting all sales team initiatives which include weekly joint sales calls to grow business relationships other line of business leaders (e.g., Treasury management, Wealth Management, Commercial lenders, and Small business lenders)., • Act as team leader by representing the bank in a favorable light and actively participating in community events and activities. Is active in outside organizations., • Hire, train, direct and communicate performance expectations clearly and frequently, evaluating employee performance – recommend promotions, transfers and salary adjustments; identify performance problems and take action to correct, including termination., • Maintain highly qualified staff at the branch that adheres to the latest approved allocation. This includes management and placing a floater pool, if available., • Develop and coach staff to provide legendary customer service to all customers and non-customers by upholding all customer service non-negotiables, e.g., greet customers with a sincere smile, appropriate use of handshake, learn and use customers’ names, process customer requests in a timely/accurate manner, take ownership of customer complaints and ensure resolution and customer satisfaction, provide sincere thank you and lead by example., • Plan and assign daily goals, tasks and assignments assuring proper completion and follow-up, which may include performing the duties of subordinates., • Daily monitoring and management of all office tasks including CTR, optical reports, NSF, Teller cash errors, FTE levels and payroll., • Ensure branch adherence to all company policies and procedures., • Act as a branch security representative and enforce the Security Policy. Education/Experience Preferred: • Two to five years of similar or related experience; banking experience preferred; supervisory experience required., • Must be able to relate well with others and build effective business relationships to successfully perform the job., • Sound judgement and decision-making skills., • Proficiency with math calculations., • Computer proficiency in a Microsoft Windows environment., • Demonstrate excellent verbal, telephone and written communication skills., • Sales ability and persuasiveness., • Interpersonal skills to include a significant level of trust, diplomacy, courtesy and tact., • Exceptional customers service, sales, leadership, teamwork and management skills., • Working knowledge of bank operations. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work. A Brief Overview A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing our training program, the trainee will receive the Safelite SafeTech certification and will possess fundamental skills necessary for performing unsupervised glass repair, replacement and recalibrations. The trainee is expected to embody the Safelite Spirit with a can-do attitude, caring heart and service mindset while striving to bring unexpected happiness to customers by completing jobs timely and with the highest quality standards. What you will do • Be paid to learn and apprentice the Safelite way, through hands-on and classroom training, including:, • Observing and assisting in installing and repairing auto glass, • Recalibrating automotive safety systems, including trouble-shooting and completing diagnostic testing, • Providing additional services & products, • Study and pass testing to become a Safelite-certified Technician showing proficiency in installations, embracing a positive attitude and following taught techniques., • Safely operate company and customer vehicles, company-issued tools and chemicals utilized throughout the workday., • Performs other duties as assigned, • Complies with all policies and standards What you’ll get: • Competitive weekly pay starting at $23.50/hour, increasing to $27.75/hour after training and certification., • Earn $5/set of wiper blades when added for customer safety., • A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days., • Program to buy additional PTO or sell unused time up to 16 hours., • Up to $5,250 annually in tuition reimbursement., • Paid training and all the tools and resources you'll need to be successful. Education Qualifications • High School Diploma GED/Equivalent Preferred, • Valid state-issued driver’s license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required Experience Qualifications • Must be 18 years of age or older Required Skills and Abilities • Ability to regularly lift and carry up to 35 pounds and occasionally lift and carry up to 50 pounds., • Ability to stand for extended periods, work in tight spaces, bend and twist body, • Ability to use a variety of hand tools and power tools safely and effectively, • Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology, • Maintains professionalism and passion for providing outstanding customer service and exceeding customer expectations, • Ability to safely work outside (in a wide variety of weather conditions and extreme temperatures) for extended periods, • Ability to work with chemicals (including but not limited to flammable chemicals), as applicable per the “Safelite Way of Fitting”, • Ability to work scheduled days, with flexibility on start and end times to accommodate customer’s needs, • Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues, • Problem-solving and ability to trouble-shoot issues, independently and collaboratively, • Ability to read, write and interpret the English language and technical directions, • Ability to communicate orally (via phone) and written (via computer or other electronic means), • Ability to maintain a professional appearance, adhering to Company dress code and PPE policies, • Willingness and ability to maintain stable performance under professional or personal pressure and/or opposition (e.g., time pressure and productivity measures). This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. -- Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching "Find Open Jobs". Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we’re proud to be an equal opportunity employer. Learn more at Careers Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment. This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability.

Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work. A Brief Overview A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing our training program, the trainee will receive the Safelite SafeTech certification and will possess fundamental skills necessary for performing unsupervised glass repair, replacement and recalibrations. The trainee is expected to embody the Safelite Spirit with a can-do attitude, caring heart and service mindset while striving to bring unexpected happiness to customers by completing jobs timely and with the highest quality standards. What you will do • Be paid to learn and apprentice the Safelite way, through hands-on and classroom training, including:, • Observing and assisting in installing and repairing auto glass, • Recalibrating automotive safety systems, including trouble-shooting and completing diagnostic testing, • Providing additional services & products, • Study and pass testing to become a Safelite-certified Technician showing proficiency in installations, embracing a positive attitude and following taught techniques., • Safely operate company and customer vehicles, company-issued tools and chemicals utilized throughout the workday., • Performs other duties as assigned, • Complies with all policies and standards What you’ll get: • Competitive weekly pay starting at $23.50/hour, increasing to $27.75/hour after training and certification., • Earn $5/set of wiper blades when added for customer safety., • A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days., • Program to buy additional PTO or sell unused time up to 16 hours., • Up to $5,250 annually in tuition reimbursement., • Paid training and all the tools and resources you'll need to be successful. Education Qualifications • High School Diploma GED/Equivalent Preferred, • Valid state-issued driver’s license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required Experience Qualifications • Must be 18 years of age or older Required Skills and Abilities • Ability to regularly lift and carry up to 35 pounds and occasionally lift and carry up to 50 pounds., • Ability to stand for extended periods, work in tight spaces, bend and twist body, • Ability to use a variety of hand tools and power tools safely and effectively, • Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology, • Maintains professionalism and passion for providing outstanding customer service and exceeding customer expectations, • Ability to safely work outside (in a wide variety of weather conditions and extreme temperatures) for extended periods, • Ability to work with chemicals (including but not limited to flammable chemicals), as applicable per the “Safelite Way of Fitting”, • Ability to work scheduled days, with flexibility on start and end times to accommodate customer’s needs, • Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues, • Problem-solving and ability to trouble-shoot issues, independently and collaboratively, • Ability to read, write and interpret the English language and technical directions, • Ability to communicate orally (via phone) and written (via computer or other electronic means), • Ability to maintain a professional appearance, adhering to Company dress code and PPE policies, • Willingness and ability to maintain stable performance under professional or personal pressure and/or opposition (e.g., time pressure and productivity measures). This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. -- Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching "Find Open Jobs". Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we’re proud to be an equal opportunity employer. Learn more at Careers Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment. This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability.