Financial Services Professional
Finance Advisor Job In Bakersfield, CA
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
US Experienced Financial Advisor
Finance Advisor Job In Bakersfield, CA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Advisor - BMO Harris Bank
Finance Advisor Job In Bakersfield, CA
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Bakersfield, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at BMO Harris Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Harris Bank for financial solutions. This position will offer:
The ability to build a strong client base with the Bank's exceptional referral system
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank's client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with BMO Harris Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Harris Bank.
Tracking # 1-05026674
Pay Range:70,000 - 150,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Financial Advisor
Finance Advisor Job In Bakersfield, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
Financial Advisor - Bakersfield/LA Area
Finance Advisor Job In Bakersfield, CA
Financial Advisor Bakersfield, CA Financial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too.
We provide the book of business. You build the possibilities.
Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
What you'll do as a Financial Advisor:
* Meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
To help you get started, we offer the resources needed to build your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.
* High school diploma or GED, Bachelor's degree preferred
* Two plus years of experience working as a Financial Advisor
* A successful sales track record
* FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
* Active state life, health & variable license
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
#LI-CBF
#LI-CH1
#LI-SAFG
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
We consider qualified applicants with criminal histories, consistent with applicable law.
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
J.P. Morgan Wealth Management - Private Client Advisor - Bakersfield, California
Finance Advisor Job In Bakersfield, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Bakersfield, California
Finance Advisor Job In Bakersfield, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Budget Analyst (Interim)
Finance Advisor Job In Bakersfield, CA
Basic Function . Under the direction of the Vice President, Finance and Administrative Services, the Budget Analyst (COF) monitors and maintains the college budget for categorical and restricted funds; analyses data and provides information and reports to the Vice President of Finance and Administrative Services, the College President and the restricted/categorical budget managers on matters associated with the Annual Budgeting Process and College Financial matters. Performs a variety of complex financial transactions and prepares reports as directed.
Representative Duties
Provide personnel support and supervision.
Input and prepare detailed budget information, analyzing and identify budget to actual variances for the current fiscal year, and identifying decision points for review by the Vice President and College President.
Monitor expenditures and fiscal activities to assure appropriate use of funds and provide reporting to budget managers.
Aid Vice President of Finance and Administrative Services in implementation and compliance with budget policies and procedures.
Aid in the preparation of financial and statistical reports for audit purposes, administrative decision support, state and federal reporting.
Communicate with various school personnel and outside agencies to prepare and provide them with required reports.
Coordinate with the Human Resources Office to monitor and prepare reports related to salary and benefit costs, including accuracy of budget data.
Research, analyze and recommend solutions to various complex budgetary and accounting problems.
Verify and report the availability of funds for journal transfers and purchase orders.
Analyze account transactions; assure fiscal documents are prepared and maintained in accordance with established requirements.
Prepare, review and input budget, journal entries and year-round accruals; verify the availability of funds for the various departments and administrative offices.
Provide information to various offices on account codes, budget status, and related information.
Perform related duties as assigned.
Minimum Qualifications
Bachelor's degree from an accredited college with a major in accounting, business administration, or a related field. (Equivalent: Associate degree and four (4) years of
related experience.)
Two (2) years of increasing responsibility in bookkeeping experience.
Demonstrated sensitivity to and understanding of the diverse academic, socioeconomic, cultural, ethnic, and disability backgrounds of community college students and employees.
Salary
Management Salary Schedule, Range 011
$110,679.78 - $156,387.63 annually (Maximum Entry Level Salary: $116,282.94 annually)
Special Instructions
Complete application packets will be accepted until the position is filled. However, applications received by 03/12/25 are assured consideration. The District and/or College reserves the right to extend time limits or reinitiate the recruitment/selection process at any point.
Completed application packets must include the following.
* Completed Online Application for Employment form
* Current resume
* Letter of interest (Cover Letter)
* Copy of legible transcripts, if applicable
* List of five (5) professional references - Listed on application form
It is the applicant's responsibility to redact or remove any personal information from all documents prior to uploading. This includes Social Security Numbers, Date of Birth, and any photos of the applicant.
International or Foreign Degrees
Applicants with international or foreign degrees from colleges or universities outside of the United States must have their coursework evaluated by a professional association that is a member of the National Association of Credential Evaluation Services (NACES) or Academic Credentials Evaluation Institute, INC. (ACEI). A copy of the evaluation must be submitted with your online application.
Accommodations
Applicants who require reasonable accommodation to participate in the selection process should contact Human Resources to make the necessary arrangements. (See our EEO Plan 2021-2024.)
Discrimination Free Work Environment
The District and Collegeare strongly committed to achieving staff diversity and the principles of equal employment opportunity. The District and College encourages a diverse pool of applicants and does not discriminate on the basis of national origin, religion, age, gender, gender identity, gender expression, race or ethnicity, color, medical condition, genetic information, ancestry, sexual orientation, marital status, physical or mental disability, pregnancy, or because he/she is perceived to have one or more of the foregoing characteristics, or based on association with a person or group with one or more of these actual or perceived characteristics or any other characteristic protected by federal, state or local law, in any of its policies, procedures or practices. (See our Discrimination Free Work Environment information.)
Work Authorization
Kern Community College District does not provide sponsorship for authorization to work in the United States. Work authorization should be established at the time of application submission.
Knowledge & Abilities
KNOWLEDGE OF:
Budget-related administrative assignments.
Leadership and managerial techniques.
Laws, rules regulations and codes related to assigned activities.
Interpersonal skills using tact, patience and courtesy.
Personnel and budget management.
Modern office practices, procedures and equipment.
Title 5 regulations on funding
ABILITY TO:
Establish and maintain cooperative and effective working relationships with others Explain bookkeeping and financial regulations to staff
Analyze situations accurately and adopt an effective course of action.
Exercise leadership and maintain good working relationships with faculty, students, and staff.
Learn and use Banner software system with high proficiency.
Use Microsoft Office software with high proficiency, specifically Excel & Outlook.
Perform high level professional accounting work in the analysis, maintenance and auditing of accounts affecting college wide operations.
Ability to understand and research limitations for expenditures and help budget managers and staff to work within regulations specific to their grants.
Maintain accurate financial records to balance budget and accounts.
Perform short-and-long range budget, financial and operational planning.
Effectively work with academic, occupational, developmental, and Entrepreneurial programs in a multi-campus environment.
Facilitate change in a productive and positive manner. Foster teamwork and to establish consensus.
Effectively represent the college in the community.
Work independently with little direction.
Kern Community College District provides a rich health and welfare benefits package to our full-time permanent employees, including Health, Dental, Vision, Life Insurance, and Long-term Disability. In addition to the above benefits, the District also offers a robust voluntary benefits selection.
Limited benefits and Affordable Care Act (ACA) benefits are offered to less than full-time and temporary employees.
For a detailed list of benefit eligibility please visit our Benefits Website
Employer Kern Community College District
Merrill Experienced Financial Advisor
Finance Advisor Job In Bakersfield, CA
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
J.P. Morgan Wealth Management - Private Client Advisor - Fresno and Bakersfield, CA
Finance Advisor Job In Bakersfield, CA
JobID: 210559094 JobSchedule: Full time JobShift: Base Pay/Salary: Fresno,CA $68,640.00 - $68,640.00; Bakersfield,CA $68,640.00 - $68,640.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Financial Aid Advisor - North-West College- Bakersfield
Finance Advisor Job In Bakersfield, CA
Job Details Bakersfield - Bakersfield, CA Full-Time High School Diploma $21.00 - $24.00 Hourly DayDescription
Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, Nevada Career Institute and Marsha Fuerst School of Nursing. SEC is a leader in allied health education, and has been offering quality and affordable health care training programs for over 58 years.
Our everyday mission is to educate students in short-term and professional programs for gainful employment and career advancement.
Careers Site: *****************************************
POSITION SUMMARY
The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing and returning of federal, state and other financial aid assistance programs. The Financial Aid Advisor reports to the Campus Director and has accountability to the Corporate Director of Financial Aid.
ESSENTIAL DUTIES AND RESPONSIBLITIES
Provide information to students and parents regarding financial aid program requirements and procedures. Explain Financial Aid plans to students and parents; review their rights and responsibilities with regards to financial aid programs.
Review financial aid applications, forms and documentation for completeness and accuracy; verify information reported on FAFSA to determinate eligibility. Complete verification procedures where needed.
Input FASFA, review resulting ISIR and maintain financial aid funding schedule in CLASS.
Provide entrance and exit counseling.
Answer questions, inquires or requests from students or parents
Responsible for complete and accurate files and paperwork.
Maintain a close working relationship with Admission and other personnel.
Remain current on all applicable laws and regulations.
Attend financial aid workshops and conferences
Performs all other duties as assigned.
Qualifications
QUALIFICATIONS KNOWLEDGE AND SKILLS
Knowledge of government regulations and guidelines relating to financial aid and Title IV.
Demonstrated skills in modeling a strong customer service orientation.
Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public.
Ability to work effectively with a diverse student population.
Possesses excellent written and verbal communication skills.
Ability to manage sensitive, confidential issues.
Demonstrated strong interpersonal skills.
Detail oriented and produces work that is accurate.
Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
Ability to work a flexible schedule.
EDUCATION AND EXPERIENCE
High School diploma or equivalent is required.
A minimum of one year of Financial Aid experience is required.
Experience with Student Financial Aid software applications is a plus.
Success Education Colleges ("SEC") is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, SEC will provide reasonable
accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations
with the employer.
Financial Analyst
Finance Advisor Job 12 miles from Bakersfield
GENERAL PURPOSE\:
This position is responsible for all aspects of DC financial reporting, temp invoice auditing procedures and daily production reporting and analysis. Responsible for day to day accounting of supply and other G&A expenses. Responsible for vendor management including vendor setup, purchase order management and invoice reconciliations. This position must be able to effectively communicate weekly, monthly and quarterly financial status to upper management.
ESSENTIAL FUNCTIONS:
Overall responsibility of the development of DC Expense processes, to include updating and auditing DC supply and other G&A costs. Responsibilities include issuing purchase orders, coding invoices and collecting proper authorization for expenses.
Prepares and maintains expense accrual logs for actual invoices and other verifiable receipts of products and services. Requires a strong knowledge of Peoplesoft and the ability to reconcile and balance general ledger accounts.
Manage vendors - services and consumables - to establish service levels and cost structures consistent with Ross standards. Ability to negotiate pricing and realize savings opportunities. Requires the ability to clearly communicate requirements or service shortfalls while maintaining positive relationships with all vendors.
Track physical inventory and maintain stock of critical DC supplies (corrugate, bubble wrap, tickets, etc.). Manage vendor deliveries to maintain acceptable levels of inventory while minimizing detention charges for aged trailers on-site.
Serve as the backup to the DC Finance Manager participating in weekly forecast calls as well as month-end and year-end close activities. Requires knowledge of financial accounting reporting standards, in addition to strong analytical capabilities.
COMPETENCIES:
Integrity and Trust
Creativity
Interpersonal Savvy
Communication
Time Management
Action Oriented
Functional and Technical Skills
Problem Solving
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
Excellent oral and written communication skills.
Good analytical skills, organizational ability and strong problem solving skills a must.
Knowledge of distribution functions and production standards.
Ability to maintain confidentiality.
Strong P.C. skills including Microsoft Excel, Word, Access, Peoplesoft.
Prior experience with vendor management, financial accounting software and supply chain management a plus.
2-4 Years of experience.
BS/BA in accounting or finance required.
MBA a plus.
PHYSICAL REQUIREMENTS/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements\: Ability to see information in print and/or electronically.
SUPERVISORY RESPONSIBILITIES:
None
Financial Analyst - Finance & Accounting - 1st Shift
Finance Advisor Job In Bakersfield, CA
THE ROLE:
Sr. Manager
Travel requirements: N/A
FLSA Status: Exempt
Shift: 1st
Employment Category: Full-Time Regular
Pay Range: $70,000 - $90,000 / Annually
STRONG HISTORY. EXCITING FUTURE
Bolthouse Fresh Foods is a leader in carrot production, serving as a grower, packer, processor, and shipper. Headquartered in Bakersfield, California, we are a proud employer to 1,600 dedicated individuals. Since 1915, we have been committed to growing and producing high-quality carrots, and today, we are one of North America's largest growers and distributors of fresh carrots for cooking and snacking. Additionally, we supply premium natural ingredients for the food and beverage industry. With over a century of excellence, Bolthouse Fresh™ products are available at major retailers across North America.
Bolthouse Fresh Foods has approximately 1,600 employees.
WHAT YOU'LL BE RESPONSIBLE FOR IN THIS ROLE
The Financial Analyst will support the Finance Manager in preparing monthly business review presentations, annual budgeting, quarterly forecasting and KPI reporting as well as ad-hoc analysis. This person will develop, organize, and implement assigned Finance activities to support business strategies and be a subject-matter expert to support the Procurement team.
JOB DUTIES:
Creating processes and methods to track cost saving initiatives
Preparing inventory reports and performing inventory analysis
Tracking KPIs and preparing financial reports
Support RFP process for major contracting efforts
Assisting with budgeting, forecasting, and monthly close processes.
Articulation of variance drivers against budget, prior year, and/or prior forecast; identify risks and opportunities
Partner with functional leaders to drive quantitative recommendations and cost savings
Maintain confidentiality of financial information.
Other duties as assigned.
WHAT WE'RE LOOKING FOR
Required Skills and Abilities:
Self-starter with ability to work independently, collaboratively, and efficiently
Advanced skills in Excel
Ability to create models to diagnose business problems and recommend solutions
Excellent written and oral communication skills
Strong problem solving and analytical skills
Ability to work in a fast-paced environment
Minimum Qualifications:
Bachelor's Degree in Finance, Accounting, or Economics or related field.
1-3 years' experience in finance/accounting
Preferred Qualifications:
Agriculture or CPG experience a plus
Relevant certifications (e.g. CFA/CPA) is a plus
PHYSICAL DEMANDS:
Work is performed primarily in a standard office environment with frequent interruptions.
Ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist.
Lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs.
Operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard.
HOURS & WORKDAYS:
1st Shift - 8:00 AM to 5:00 PM; Weekends, and Holidays may be mandatory based on business needs. Rotating workday/time off schedules may be mandatory depending on department/business needs as well.
WHAT WE OFFER
Our rich benefits packages are designed to support the health and well-being of both our eligible co-workers and their families.
Medical
Dental
Vision
Group Life and AD&D
Voluntary Life and AD&D
Group Short-Term Disability
Group Long-Term Disability
Flexible Spending Accounts
Employee Assistance Program
401k
Paid Time Off
EQUAL EMPLOYMENT OPPORTUNITY
"Bolthouse Fresh Foods is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, genetic information, or any other characteristic protected by law. We are dedicated to fostering a workplace where everyone feels valued, respected and empowered to achieve their full potential."
REASONABLE ACCOMMODATIONS:
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If you are interested in applying for employment with Bolthouse Fresh Foods and need special assistance to apply for a posted position, or if you believe you do not meet any of the required qualifications of a posted position due to a protected disability and would like to explore the possibility of accommodation, please contact our Talent Acquisition team at: ************************************ for additional support or guidance.
RECRUITMENT AGENCIES:
Bolthouse Fresh Foods does not accept unsolicited agency resumes. Bolthouse Fresh Foods is not responsible for any fees related to unsolicited resumes.
Financial Analyst - Finance & Accounting - 1st Shift
Finance Advisor Job In Bakersfield, CA
THE ROLE:
Sr. Manager
Travel requirements: N/A
FLSA Status: Exempt
Shift: 1st
Employment Category: Full-Time Regular
Pay Range: $70,000 - $90,000 / Annually
STRONG HISTORY. EXCITING FUTURE
Bolthouse Fresh Foods is a leader in carrot production, serving as a grower, packer, processor, and shipper. Headquartered in Bakersfield, California, we are a proud employer to 1,600 dedicated individuals. Since 1915, we have been committed to growing and producing high-quality carrots, and today, we are one of North America's largest growers and distributors of fresh carrots for cooking and snacking. Additionally, we supply premium natural ingredients for the food and beverage industry. With over a century of excellence, Bolthouse Fresh™ products are available at major retailers across North America.
Bolthouse Fresh Foods has approximately 1,600 employees.
WHAT YOU'LL BE RESPONSIBLE FOR IN THIS ROLE
The Financial Analyst will support the Finance Manager in preparing monthly business review presentations, annual budgeting, quarterly forecasting and KPI reporting as well as ad-hoc analysis. This person will develop, organize, and implement assigned Finance activities to support business strategies and be a subject-matter expert to support the Procurement team.
JOB DUTIES:
Creating processes and methods to track cost saving initiatives
Preparing inventory reports and performing inventory analysis
Tracking KPIs and preparing financial reports
Support RFP process for major contracting efforts
Assisting with budgeting, forecasting, and monthly close processes.
Articulation of variance drivers against budget, prior year, and/or prior forecast; identify risks and opportunities
Partner with functional leaders to drive quantitative recommendations and cost savings
Maintain confidentiality of financial information.
Other duties as assigned.
WHAT WE'RE LOOKING FOR
Required Skills and Abilities:
Self-starter with ability to work independently, collaboratively, and efficiently
Advanced skills in Excel
Ability to create models to diagnose business problems and recommend solutions
Excellent written and oral communication skills
Strong problem solving and analytical skills
Ability to work in a fast-paced environment
Minimum Qualifications:
Bachelor's Degree in Finance, Accounting, or Economics or related field.
1-3 years' experience in finance/accounting
Preferred Qualifications:
Agriculture or CPG experience a plus
Relevant certifications (e.g. CFA/CPA) is a plus
PHYSICAL DEMANDS:
Work is performed primarily in a standard office environment with frequent interruptions.
Ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist.
Lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs.
Operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard.
HOURS & WORKDAYS:
1st Shift - 8:00 AM to 5:00 PM; Weekends, and Holidays may be mandatory based on business needs. Rotating workday/time off schedules may be mandatory depending on department/business needs as well.
WHAT WE OFFER
Our rich benefits packages are designed to support the health and well-being of both our eligible co-workers and their families.
Medical
Dental
Vision
Group Life and AD&D
Voluntary Life and AD&D
Group Short-Term Disability
Group Long-Term Disability
Flexible Spending Accounts
Employee Assistance Program
401k
Paid Time Off
EQUAL EMPLOYMENT OPPORTUNITY
"Bolthouse Fresh Foods is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, genetic information, or any other characteristic protected by law. We are dedicated to fostering a workplace where everyone feels valued, respected and empowered to achieve their full potential."
REASONABLE ACCOMMODATIONS:
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If you are interested in applying for employment with Bolthouse Fresh Foods and need special assistance to apply for a posted position, or if you believe you do not meet any of the required qualifications of a posted position due to a protected disability and would like to explore the possibility of accommodation, please contact our Talent Acquisition team at: ************************************ for additional support or guidance.
RECRUITMENT AGENCIES:
Bolthouse Fresh Foods does not accept unsolicited agency resumes. Bolthouse Fresh Foods is not responsible for any fees related to unsolicited resumes.
Finance Operations Intern
Finance Advisor Job 12 miles from Bakersfield
With approximately 100,000 planted acres in California's San Joaquin Valley, Wonderful Orchards is the world's largest grower of almonds, pistachios and pomegranates. In early 2015, Wonderful Orchards ventured into the Bee business with the intention of contributing to the long-term health of bees, investing in R&D efforts and further develop best practices for the industry. Wonderful Bees is growing across the nation! Our growth is exciting, but we can't do it alone. Join us in this new venture as we look to expand and hire
various roles! Wonderful Orchards and Wonderful Bees are a part of The Wonderful Company, a privately held $5 billion company dedicated to harvesting health and happiness around the world through its iconic consumer brands which include Wonderful Pistachios, Wonderful Halos, POM Wonderful, FIJI Water, Teleflora, and JUSTIN Wine
Job Description
We are seeking a motivated and responsible Wonderful Scholar for a full-time summer internship. In this position, you will gain hands on professional experience and learn how the department runs.
Key responsibilities include but are not limited to:
Responsible for collecting budget information from operations managers for the Eastside division.
Inputting data into Hyperion Software.
Preparing analysis and presentations for the Eastside division operations teams.
Various reconciliations for the Eastside budget.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, shall, and/ or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
EDUCATION and/or EXPERIENCE:
Must be a Wonderful Scholar in Sophomore, Junior, or senior year of college.
Finance, Economics, and Accounting major preferred.
Must be 18 years of age.
SPECIFIC KNOWELDGE, AND SKILLS:
Excellent written and verbal communication skills.
Self-directed and able to work autonomously.
Energetic and able to tackle new projects and ideas.
Bilingual in English and Spanish preferred, but not required.
- Pay rate: $18.50/hr.
Additional Information
Why chose Wonderful?
Wonderful Nurseries and Wonderful Orchards are part of The Wonderful Company, a privately held $5 billion company, which also has other No. 1 brands such as Wonderful Pistachios, FIJI Water, Wonderful Halos , JUSTIN Wine, and Teleflora . To learn more about The Wonderful Company, visit
*****************
, or follow us on
Facebook
,
Twitter
and
Instagram
. To view the current Corporate Social Responsibility report, visit
*****************/csr
.
We nourish, naturally - We believe that what you put into your body matters. The most nutritious -- and best-tasting -- foods are those from nature.
We play to win - Our employees set ambitious goals and meet challenges with unified purpose and unmatched energy.
We act differently - With courage and fearlessness, we are relentless in our quest to inspire healthier. food and beverage choices. As a privately held organization, we have the freedom and the power to make quick and effective decisions.
Wonderful Orchards and The Wonderful Company is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.
EEO is the law -
click here for more information
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Finance Advisor Job In Bakersfield, CA
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
J.P. Morgan Wealth Management - Private Client Advisor - Northridge, CA
Finance Advisor Job 47 miles from Bakersfield
JobID: 210586362 JobSchedule: Full time JobShift: Base Pay/Salary: Northridge,CA $68,640.00-$68,640.00; Granada Hills,CA $68,640.00-$68,640.00; Stevenson Ranch,CA $68,640.00-$68,640.00; San Fernando,CA $68,640.00-$68,640.00; Newhall,CA $68,640.00-$68,640.00; Porter Ranch,CA $68,640.00-$68,640.00; Santa Clarita,CA $68,640.00-$68,640.00; Valencia,CA $68,640.00-$68,640.00; Chatsworth,CA $68,640.00-$68,640.00; Canyon Country,CA $68,640.00-$68,640.00; Saugus,CA $68,640.00-$68,640.00
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
College Financial Representative, Internship Program
Finance Advisor Job In Bakersfield, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Financial Analyst - Finance & Accounting - 1st Shift
Finance Advisor Job In Bakersfield, CA
THE ROLE:
Sr. Manager
Travel requirements: N/A
FLSA Status: Exempt
Shift: 1st
Employment Category: Full-Time Regular
Pay Range: $70,000 - $90,000 / Annually
STRONG HISTORY. EXCITING FUTURE
Bolthouse Fresh Foods is a leader in carrot production, serving as a grower, packer, processor, and shipper. Headquartered in Bakersfield, California, we are a proud employer to 1,600 dedicated individuals. Since 1915, we have been committed to growing and producing high-quality carrots, and today, we are one of North America's largest growers and distributors of fresh carrots for cooking and snacking. Additionally, we supply premium natural ingredients for the food and beverage industry. With over a century of excellence, Bolthouse Fresh™ products are available at major retailers across North America.
Bolthouse Fresh Foods has approximately 1,600 employees.
WHAT YOU'LL BE RESPONSIBLE FOR IN THIS ROLE
The Financial Analyst will support the Finance Manager in preparing monthly business review presentations, annual budgeting, quarterly forecasting and KPI reporting as well as ad-hoc analysis. This person will develop, organize, and implement assigned Finance activities to support business strategies and be a subject-matter expert to support the Procurement team.
JOB DUTIES:
Creating processes and methods to track cost saving initiatives
Preparing inventory reports and performing inventory analysis
Tracking KPIs and preparing financial reports
Support RFP process for major contracting efforts
Assisting with budgeting, forecasting, and monthly close processes.
Articulation of variance drivers against budget, prior year, and/or prior forecast; identify risks and opportunities
Partner with functional leaders to drive quantitative recommendations and cost savings
Maintain confidentiality of financial information.
Other duties as assigned.
WHAT WE'RE LOOKING FOR
Required Skills and Abilities:
Self-starter with ability to work independently, collaboratively, and efficiently
Advanced skills in Excel
Ability to create models to diagnose business problems and recommend solutions
Excellent written and oral communication skills
Strong problem solving and analytical skills
Ability to work in a fast-paced environment
Minimum Qualifications:
Bachelor's Degree in Finance, Accounting, or Economics or related field.
1-3 years' experience in finance/accounting
Preferred Qualifications:
Agriculture or CPG experience a plus
Relevant certifications (e.g. CFA/CPA) is a plus
PHYSICAL DEMANDS:
Work is performed primarily in a standard office environment with frequent interruptions.
Ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist.
Lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs.
Operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard.
HOURS & WORKDAYS:
1st Shift - 8:00 AM to 5:00 PM; Weekends, and Holidays may be mandatory based on business needs. Rotating workday/time off schedules may be mandatory depending on department/business needs as well.
WHAT WE OFFER
Our rich benefits packages are designed to support the health and well-being of both our eligible co-workers and their families.
Medical
Dental
Vision
Group Life and AD&D
Voluntary Life and AD&D
Group Short-Term Disability
Group Long-Term Disability
Flexible Spending Accounts
Employee Assistance Program
401k
Paid Time Off
EQUAL EMPLOYMENT OPPORTUNITY
"Bolthouse Fresh Foods is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, genetic information, or any other characteristic protected by law. We are dedicated to fostering a workplace where everyone feels valued, respected and empowered to achieve their full potential."
REASONABLE ACCOMMODATIONS:
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If you are interested in applying for employment with Bolthouse Fresh Foods and need special assistance to apply for a posted position, or if you believe you do not meet any of the required qualifications of a posted position due to a protected disability and would like to explore the possibility of accommodation, please contact our Talent Acquisition team at: ************************************ for additional support or guidance.
RECRUITMENT AGENCIES:
Bolthouse Fresh Foods does not accept unsolicited agency resumes. Bolthouse Fresh Foods is not responsible for any fees related to unsolicited resumes.
Shift (1st) ; 8:00 AM - 5:00 PM Weekends, and Holidays may be mandatory based on business needs. Rotating workday/time off schedules may be mandatory depending on department/business needs as well.
Summer Internship, Finance
Finance Advisor Job 12 miles from Bakersfield
Wonderful Citrus is America's largest integrated grower, shipper and packer of fresh citrus, including clementine/mandarin, navel and Valencia oranges; lemons; limes; grapefruits; and other citrus varieties. Wonderful Citrus owns, cultivates and harvests more than 58,000 acres of fresh citrus and ships around the world each year to ensure a year-round supply. Our citrus can be found in all channels of distribution, with our consumer brands most visible in the produce department of grocery stores across America under the flagship consumer brands of Wonderful Halos mandarins and Wonderful Sweet Scarletts Texas Red grapefruit.
Job Description
Overview:
We are seeking a highly motivated and responsible intern for a full-time 8-week summer internship. In this position, you will gain hands-on experience under the guidance of our talented professionals.
Work closely with our financial analysts to review, clean, and validate data, financial reporting, and participate in the business review process to gain an understanding of the importance of data validation, management reporting, and data visualization. Assist with compilation and analysis of consolidated budgets and long range forecasts.
Enhance your Microsoft Excel & Oracle Smart View skills to pull general ledger data, run financial reporting, and consolidate financial information.
This position will be based onsite (not remote) at Wonderful Citrus located in Shafter, CA. This schedule for this internship is 40 hours per week Monday-Friday. Days of the week and work hours may change due to business needs.
Qualifications
Here's what you'll bring to the table:
High School Diploma/General Education Diploma and currently pursuing a bachelor's degree in Finance, Accounting, Business or related. Must be 18 years of age or older.
Minimum of beginner proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Excellent written and verbal communication skills
Self-directed and able to work autonomously
Energetic and eager to tackle new projects and ideas
Strong analytical skills
Familiar with concepts, practices, and procedures of financial planning & analysis and General Ledger
Must organize/prioritize work, manage multiple tasks and projects and function effectively as a small-team member.
Able to thrive in a fast-paced environment
Pay Rate:
$18.50 per hour.
Additional Information
Wonderful's dedication to you:
Housing Allowance - Financial support to help with housing expenses
On-site Café - Convenient dining with fresh meal options
On-Site Gym - Stay active and healthy with access to our fully equipped fitness center
Exclusive Product Discounts - Enjoy special savings on our products as part of our team!
Growth & Career Advancement - Opportunities for professional development and career progression.
Professional Mentorship - Learn from experienced professionals and grow your network.
Why Choose Wonderful?
Wonderful Citrus is part of The Wonderful Company, a privately held
$6 billion
global company dedicated to harvesting health and happiness around the world. Its iconic brands include FIJI Water, POM Wonderful, Wonderful Pistachios, Wonderful Halos, Wonderful Seedless Lemons, Teleflora, and JUSTIN and Lewis Cellars wines. The Wonderful Company's connection to consumers has health at its heart and giving back in its DNA.
To learn more about The Wonderful Company, its products, and its core values, please visit
wonderful.com
, or follow The Wonderful Company on
LinkedIn
,
Facebook
, and
Instagram
. To learn more about the company's corporate social responsibility impact, visit
csr.wonderful.com
.
Wonderful Citrus and The Wonderful Company is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.
EEO is the law -
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I'm interested
EEO is the law -
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