Sr. Finance Manager, Manufacturing/Operations
Finance Consultant Job 44 miles from Arcadia
The Senior Finance Manager, Manufacturing/Operations position will perform the role of Plant Controller and Business Partner in providing support, analysis, and guidance on a variety of financial matters to the leadership of the Finance and Operations & Manufacturing teams. Position is on-site in Simi Valley, CA.
Position Responsibilities:
Manage all Manufacturing/Operations accounting functions including, Cost Accounting, Inventory Management and Cost Management.
Finance ownership for all forecasting activities for the groups.
Prepare proactive analysis to support plant initiatives and be engaged in bringing best practices and efficiencies to the plant.
Prepare weekly, monthly, and year-end financial journal entries and reports as required.
Individual should be system savvy (ERP and other systems) and will be actively involved with reporting and business systems re-engineering for the manufacturing group.
Senior member of the Operations Finance team and expected to contribute to the group's development and growth
Be engaged with Operations and Supply Chain Management and the Shop Floor supervisors to provide meaningful reporting to assist in making timely business decisions.
Responsible for supporting SOX compliance within the inventory and manufacturing accounting areas.
Manage Cost Accounting staff.
Review and support Capital Asset processes as required. Maintain Online Capital Request System workflows.
Basic Qualifications (Required Skills & Experience):
Bachelor's degree in Finance/Accounting required.
Advanced degree preferred.
Minimum of 10 years of finance experience required with strong knowledge of all areas of operations accounting, cost management and business decision support.
Minimum of 4 years of experience in a leadership role.
Other Qualifications & Desired Competencies:
Knowledge of Government Cost Accounting Principles (CAS) and FAR preferred
Team player with good oral and written communication skills, and capable of working with various functional organizations to coordinate inputs and outputs
Wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways with little instruction
Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
Displays strong initiative and drive to accomplish goals and meet company objectives
Takes ownership and responsibility for current and past work products
Committed to learning from mistakes and driven to improve and enhance performance of oneself, others, and the company
Effective problem-solving, analytical, interpersonal and communication skills. Focuses on teamwork, collaboration and puts the success of the team above one's own interests
Strong communication and presentation skills - ability to operate effectively at all levels of the organization.
Ability to act as an effective business partner for senior management, engaging in strategic analysis and long-term planning activities including cost management and investment strategies.
Ability to better align financial reporting with business objectives helping to identify operational issues and opportunities and benchmarking best practices on an ongoing basis.
Sarbanes Oxley knowledge/Public company experience preferred.
Excellent computer and software skills (Microsoft Windows, Excel, Word, etc.)
Ability to work cross-functionally and manage various projects simultaneously.
Experience with Oracle & associated reporting tools.
Proficiency in cost accounting
Experience supporting a high-tech internal manufacturing environment desired.
Strong Analytical and problem-solving skills
Strong organizational skills with attention to detail
Able to work in a team environment, and able to effectively shift focus to multiple priorities.
Readily adapt to changing circumstances
Effectively manage time, and workflow.
Produce high quality work and services.
Open to feedback and motivated to grow outside the comfort zone.
Some travel required (up to 10%)
Physical Demands
Ability to work in an office environment (Constant)
Required to sit and stand for long periods; talk, hear, and use hands and fingers to operate a computer and telephone keyboard (Frequent)
Hybrid Position
Environmental Conditions Critical to Performance:
Work is in an office environment, climate controlled through central air conditioning/heating.
May have some exposure to outside environment while traveling.
Special Requirements:
U.S. Citizen, U.S. Permanent Resident (Green Card holder) or
asylee/refugee status as defined by 8 U.S.C. 1324b(a)(3) required.
International Research Equity Analyst
Finance Consultant Job 23 miles from Arcadia
Kayne Anderson Rudnick Investment, a Registered Investment Advisor based in Los Angeles, is currently searching for an International Research Analyst with a small/mid-cap focus.
The International Research Analyst will be a generalist who assesses industry dynamics, identifies competitively advantaged businesses, conducts financial analysis, writes research reports, and make investment recommendations.
The candidate should feel comfortable with both growth and value investment styles as well as domestic and international accounting standards. We have a disciplined, long-term-oriented, investment approach, focusing on high-quality businesses.
This position will be based in our Los Angeles Office working a hybrid 3/2 schedule which is subject to change.
Job Responsibilities:
§ Perform extensive fundamental research on public companies with a focus on identifying businesses that have a durable competitive advantage.
§ Understand various business models within an industry and compare and contrast their relative strengths and weaknesses; ability to identify competitive advantages.
§ Perform financial and valuation analysis.
§ Prepare research reports as well as written and verbal presentations on research findings. Make portfolio recommendations based on findings.
§ Develop and maintain knowledge of industry sectors.
§ Establish and maintain relationships with investor contacts, including Wall Street brokers and analysts, company contacts, and client contacts
§ Perform other duties as required by management
Ideal Qualifications:
§ Preferably 3+ years of international/emerging market small mid cap research experience.
§ Knowledge of accounting and financial statements; ability to understand and construct financial models.
§ Knowledge of industry sectors - the factors which drive cycles, the differentiators within the industry, the various peer groups, and the relative positions of our holdings within their peer groups
§ Skill in prioritizing and organizing, as the analyst must stay current on individual companies we hold in our portfolio and screen for new ideas which should be vetted.
§ Skills in writing for company reports and other communication, and an oral presentation for explaining and recommending equities for our portfolios.
§ Skill with computer-based information systems, including Excel, Bloomberg, and FactSet.
§ Travel as needed
The starting salary range is $135,000.00 to $160,000.00.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.
Benefits at KAR:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking
Fully stocked kitchen- lunch provided.
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is 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, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at **************
KAR is 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, disability, or veteran status.
Commercial Investment Advisor
Finance Consultant Job 13 miles from Arcadia
Are You Ready to Elevate Your Career in Commercial Real Estate Investment Sales?
We are looking for experienced, driven, and results-oriented professionals to join our elite team of Commercial Investment Sales Advisors in California. If you have a minimum of one year of experience in commercial real estate sales, leasing, or investment, and you're serious about taking your career to the next level, this is your opportunity.
At One West Group, we don't just do deals, we build legacies. Our advisors work directly alongside top-producing brokers, gaining hands-on experience in high-stakes negotiations, market analysis, and investment strategy. This is not an entry-level position; we are seeking individuals who are ready to hit the ground running, leveraging their existing knowledge to close deals and grow their book of business.
What You'll Get:
Direct mentorship from seasoned industry leaders
Access to premium market data and cutting-edge analytics
A proven system to help you accelerate deal flow and earnings
Exposure to institutional and private investors looking to place capital
Ongoing training & development to sharpen your skills and maximize your potential
Highest Industry Commission Splits
Who We're Looking For:
Licensed real estate professionals (California DRE required)
At least one year of experience in commercial real estate sales, leasing, or investments
A self-starter with a strong work ethic and a hunter mentality
Someone with the ability to build relationships and negotiate at a high level
A professional who thrives in a fast-paced, high-performance environment
If you're ambitious, highly motivated, and ready to compete at the highest level of commercial investment sales, apply now.
About Us
One West Group at ExP Commercial is a premier boutique commercial real estate firm specializing in investment sales. We are dedicated to delivering strategic solutions that help our clients maximize value and build long-term wealth. Our team-oriented approach, combined with deep market expertise, ensures successful transactions and lasting relationships.
Head of Finance
Finance Consultant Job 23 miles from Arcadia
🚀 Head of Finance
📍 Los Angeles County, CA
💼 Full-time | On-site
My cutting-edge space robotics client is seeking a Head of Finance to drive fundraising efforts and financial strategy. With significant commercial traction and rapidly growing demand, this company is revolutionizing automation in space and beyond.
Position Overview
This is a high-impact leadership role for a finance professional with a proven track record in securing early-stage funding. The ideal candidate will be responsible for investor relations, financial planning, and capital strategy, ensuring the company is well-positioned for sustained growth.
Candidates should have strong analytical skills, the ability to articulate an equity story, and a deep understanding of high-value, complex technology industries such as aerospace, defense, AI, and/or semiconductors.
Responsibilities
Lead Fundraising Efforts: Initiate and manage discussions with venture capital firms and institutional investors.
Develop Financial Strategy: Work closely with the executive team to create and implement financial strategies aligned with company objectives, ensuring strong investor engagement.
Investor Relations: Prepare and deliver compelling investment presentations, communicating the company's value proposition and equity story to potential investors.
Financial Analysis & Reporting: Conduct financial analysis, forecasting, and reporting to support executive decision-making.
Due Diligence & Negotiations: Lead the due diligence process, ensuring transparent communication with investors and negotiating terms during fundraising rounds.
Market & Competitive Analysis: Analyze market trends and competitors to inform business strategy and investor conversations.
Qualifications
5+ years of experience in finance, fundraising, or investor relations, specifically in leading early-stage funding rounds within a startup.
Proven track record of securing funding in deep tech, AI, robotics, semiconductor, space, or other high-value technology sectors.
Strong analytical skills with the ability to conduct financial modeling, forecasting, and strategic analysis.
Excellent communication and presentation skills, capable of explaining complex financial and technical concepts to investors.
Solid understanding of venture capital markets and private equity.
Demonstrated ability to work in fast-paced, startup environments.
*ITAR
Desired Qualifications
Established network of VC contacts in the U.S. to facilitate initial meetings and ongoing investor communications.
Deep knowledge of the space/defense industries or high-value technology sectors.
Strong leadership and project management skills, with the ability to manage cross-functional initiatives and complex processes.
Ability to think strategically and work collaboratively with the CEO and executive team to drive growth.
🌟 Ready to lead the financial growth of a cutting-edge space robotics company? Apply now! 🌟
*ITAR: Must be U.S. persons within the meaning of ITAR. ITAR defines a US person as: any individual who is granted U.S. citizenship; or any individual who is granted U.S. permanent residence ("Green Card" holder); or any individual who is granted status as a "protected person" under 8 U.S.C 1324b(a)(3).
Investment Banking Associate - Industrials
Finance Consultant Job 23 miles from Arcadia
Title: Investment Banking Associate - Industrials
Company Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add an Investment Banking Associate to their Industrials team sitting out of either Los Angeles, CA or Charlotte, NC. This opportunity provides extensive resources to assist in your success and gain extensive M&A experience within this firm's active Industrials team.
Responsibilities:
Managing deal execution, run projects and help manage a lean deal team
Overseeing due diligence processes and materials
Working closely with Managing Directors to execute on M&A deals
Qualifications:
2+ years of Investment Banking experience
A background in the Industrials sector
M&A and Capital Markets deal experience
MBA or Bachelors in Finance, Economics, Business or related fields
If you are interested in the Investment Banking Associate role, then please don't wait to apply.
Certified Financial Planner
Finance Consultant Job 46 miles from Arcadia
Certified Financial Planner Job Description:
Masis Professional Group has an immediate need for a Certified Financial Planner for a highly reputable financial advisory firm in the Calabasas, CA area on a full-time direct hire basis. . We are seeking a motivated Certified Financial Planner (CFP) with 1-5 years of experience to join our growing team. This is an excellent opportunity for an individual who is passionate about financial planning and client relationship management, with a desire to advance in the financial advisory industry.
Certified Financial Planner Position Summary:
The Certified Financial Planner (CFP) will work closely with clients to develop personalized financial plans that align with their long-term goals. The role involves providing comprehensive financial advice, including retirement planning, investment strategies, tax planning, estate planning, and insurance. You will collaborate with senior advisors and clients, manage relationships, conduct in-depth financial analysis, and provide recommendations for various financial solutions. As a CFP, you will play a key role in enhancing the financial well-being of clients, while also contributing to the growth and success of the firm.
Certified Financial Planner Key Responsibilities:
Develop comprehensive financial plans for individual clients, including retirement planning, investment strategies, tax planning, estate planning, and risk management.
Assess clients' financial needs, risk tolerance, and goals to tailor solutions that meet their specific objectives.
Build and maintain long-term relationships with clients, providing ongoing advice and recommendations as their financial needs evolve.
Provide clients with advice on investments, insurance, retirement accounts, tax strategies, and other financial matters.
Collaborate with other financial professionals, such as accountants, estate planners, and attorneys, to provide holistic solutions.
Stay current on financial markets, regulations, and industry trends to provide clients with accurate and up-to-date information.
Assist clients with asset allocation strategies, portfolio rebalancing, and investment selection.
Prepare and present client-facing materials, such as investment reports, financial statements, and performance summaries.
Monitor client portfolios and recommend adjustments based on market conditions, financial goals, and changing circumstances.
Assist in business development activities, including identifying new clients and opportunities to expand the firm's services.
Certified Financial Planner Qualifications:
Certification: Certified Financial Planner (CFP) designation is required.
Experience: 1-5 years of experience in financial planning or wealth management.
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
Licensing: Series 7, 63, or 65 (preferred but not required).
Skills: Strong knowledge of financial planning software and tools.
Proficient in Microsoft Office, especially Excel and PowerPoint.
Excellent verbal and written communication skills.
Ability to analyze complex financial data and create actionable recommendations.
Strong organizational and time-management skills with the ability to manage multiple clients and tasks.
Licensed Financial Consultant
Finance Consultant Job 7 miles from Arcadia
Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultant who is fluent in Mandarin to join their Pasadena, CA team.
In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on.
While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Pasadena, CA area.
Responsibilities
Leads the management of client cases and quarterbacking all tasks to completion
Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business
Prepare comprehensive financial plans, reports and client presentations
Implement financial plans and investment strategies
Understand the emotional aspects of finances and counsel clients appropriately
The Skills You Need:
As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.
Experience with growing and developing a book of business.
Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
Experience with high volume of client appointments.
Team player with the ability to collaborate with multiple business partners.
Strong sense of integrity, insights, and interpersonal skills.
Required Licensing and Experience
FINRA Series 7 & 66 or (series 65/63)
Fluency in Mandarin required
CFP strongly preferred
3-5 years of experience in financial planning
Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).
CFP strongly preferred
Proficient with eMoney
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Investment Analyst
Finance Consultant Job 27 miles from Arcadia
Our client, a boutique investment firm is seeking for an Investment Analyst to join their team in Santa Monica!
Salary: $115-140k
Key Responsibilities
Investment & Market Research Support the VP of Finance in analyzing new and existing investments, conducting in-depth market and data research to guide decision-making.
Prepare financial models and forecasting analysis to assess investment opportunities.
Monitor and evaluate market trends, identifying potential risks and opportunities.
Financial Reporting & Analysis Build, review, and interpret financial reports, performance metrics, and budgetary analysis.
Develop and update monthly management reports, tracking budget variances and financial performance.
Assist in preparing presentations for investors and senior leadership, ensuring data is clear and compelling.
Finance Operations & Optimization Contribute to the day-to-day financial operations across Satya Capital's portfolio of businesses.
Work on strategic ad hoc financial analysis to support evolving business needs.
Identify opportunities to enhance financial processes and drive operational efficiencies.
Cross-Functional & Strategic Initiatives Collaborate with cross-functional teams to support high-impact projects and initiatives.
Assist in reviewing and approving invoices, monitoring budgets, and ensuring financial accuracy.
Help develop and monitor divisional budgets, providing insights for management decision-making.
Work closely with leadership, including the founder and key executives, on financial strategy and execution.
You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose.
We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.
Financial Planning Analyst (FPA)
Finance Consultant Job 35 miles from Arcadia
Financial Planning and Analysis Analyst
Compensation: $110,000-150,000 base + up to 15% bonus | Unlimited PTO | Outstanding Benefits
A high-growth company in the financial services sector is seeking a Financial Planning and Analysis professional to join their tedam. This role is instrumental in supporting financial performance, budgeting, forecasting, and business planning. Working closely with Accounting, Capital Markets, and executive leadership, the FP&A professional will provide insightful financial analysis, assess key performance indicators (KPIs), and help drive efficiency and productivity across the organization.
Key Responsibilities
Strategic Planning & Financial Analysis:
Assist in the development and execution of financial planning, budgeting, and forecasting processes.
Provide forward-looking financial insights and recommendations.
Support strategic initiatives, capital allocation, and investment projects to maximize value creation.
Collaborate with Capital Markets and Accounting teams to ensure financial alignment across the organization.
Financial Analysis & Performance Management:
Develop and monitor key performance indicators (KPIs) to track financial and operational success.
Analyze business trends, market dynamics, and internal data to identify opportunities for growth and efficiency.
Conduct scenario analysis, risk assessment, and financial modeling to support decision-making.
Assist in driving productivity and cost-efficiency initiatives across departments.
Budgeting, Forecasting & Reporting:
Support the preparation and management of annual budgets, long-term financial plans, and rolling forecasts.
Present financial reports, insights, and recommendations to leadership.
Ensure accuracy, consistency, and transparency in financial reporting.
Assist in implementing best practices and automation tools to enhance FP&A processes.
Cross-Functional Collaboration:
Partner with Accounting to ensure financial integrity, compliance, and alignment in reporting.
Work closely with Capital Markets on debt financing, liquidity planning, and investment strategies.
Act as a financial advisor to business unit leaders to drive operational and financial excellence.
Competencies & Skills
Strong knowledge of financial modeling, forecasting, and business analytics.
Experience working in partnership with Accounting and Capital Markets teams.
Understanding of financial statements, GAAP principles, and investment analysis.
Exceptional analytical, strategic thinking, and problem-solving skills.
Excellent communication and presentation abilities, with experience engaging leadership.
Strong ability to manage competing priorities and drive results under tight deadlines.
Familiarity with ERP systems, business intelligence tools, and financial planning software.
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Ability to work independently, prioritize tasks, and remain highly productive in a fast-paced environment.
Detail-oriented with a proactive approach to problem-solving and decision-making.
Strong team player with the ability to work effectively in a cooperative and diverse environment.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
5+ years of experience in FP&A, corporate finance, or a related field.
Financial Advisor
Finance Consultant Job 35 miles from Arcadia
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities.
If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:
Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning.
Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list!
Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.
Requirements:
Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard.
Ability to assess a prospective client's needs and their financial goals.
A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
Effective with communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus
Additional Details:
Salaried position + Benefits
Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.
Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.
Interested?
We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.
Financial Advisor
Finance Consultant Job 35 miles from Arcadia
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING!
Minimum Requirements:
Bachelor's degree preferred
3-5 years of financial service experience required
Series 65 and Life and Health required
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred
This position requires you possess the following skills:
Strong relationship-building and communication abilities
Expertise in financial planning and strategy development
Commitment to following structured processes and ensuring compliance
Excellent organizational and time management skills
Strong Initiative
Proficiency with financial tools and CRM systems
Responsibilities:
Engage with warm leads provided by our marketing efforts, establishing trust and credibility
Conduct financial consultations to assess client needs, goals, and objectives
Develop and present customized financial plans, ensuring alignment with client priorities
Follow a consistent advising process to ensure compliance, accuracy, and efficiency
Maintain ongoing client relationships through regular communication and portfolio reviews
Stay updated on financial products, market trends, and regulatory changes
Collaborate with internal teams to enhance the overall client experience
Compensation:
For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees
Benefits:
401k after 1 year
Medical, Dental, Vision - after 90 days
PTO
Hours:
Monday-Friday, 8:30am-5:30pm or 9am - 6pm
In office days are Tuesday-Thursday, Monday and Friday are remote
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Financial Advisor
Finance Consultant Job 23 miles from Arcadia
Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Royal Business Bank located Los Angeles, CA. For more information, and to apply online, please scroll down.
MANDARIN SPEAKING PREFERED
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Senior Financial Planning Analyst
Finance Consultant Job 35 miles from Arcadia
APPLICANTS MUST LIVE LOCALLY IN ORANGE COUNTY, CA. IF YOU APPLY FROM OUTSIDE THE AREA, UNFORTUNATELY YOU CANNOT BE CONSIDERED.
EVERYONE WOULD BENEFIT FROM KNOWING MORE ABOUT WHAT TO EXPECT WHEN SUBMITTING RESUMES.
WE APOLOGIZE THAT YOU CAN'T BE CONSIDERED FOR THIS ROLE BUT DO SINCERELY WISH YOU LUCK AND SUCCESS IN YOUR SEARCH.
Principal Financial Analyst
Work for a company that cares about people: cares about how employees are connected to the company as well as the community and how they can play a valuable role in impacting both.
Established, profitable, growing and forward thinking multi billion dollar consumer focused company. Conducts business throughout the world and is experiencing hyper growth both organically and through acquisition.
Currently looking for a highly experienced senior financial planning analyst to strategically enhance the finance department and work closely with the Director of Financial Planning and Analysis.
Working directly with internal customers, business leaders and the Executive Team, the Principal Financial Analyst will work on the full P&L and add measurable value to the company. He or she will cover a broad range of duties supporting operations and finance. Will assist in driving the performance of the company in a broad range of operational and strategic areas.
Responsibilities include:
As a business partner, the candidate will provide decision support, leadership, forward looking insight and visibility of performance metrics. The successful candidate will be accountable for the following key duties and responsibilities:
· Lead the strategic planning process, annual budgeting and drive forecasts that identify variances to plan along with risks and opportunities.
· Deliver on-going reporting, analytics and insight on metrics to benchmark progress against targets and strategies.
· Drive meaningful action to optimize results by providing visibility to performance versus expectations.
· Analyze data to derive insights into strategies and trends by leveraging both quantitative and qualitative analysis.
· Maintain a strong control environment while helping the company to be nimble and efficient in decision making.
· Partner within the team and business to analyze performance and deliver results in excess of expectations.
· Enhance finance processes and challenge existing assumptions.
· Create what-if business scenarios to analyze potential outcomes from strategic analysis.
· Develop tools that can be used to respond to key questions and changes.
More: The company is looking for someone who has the ability to be promoted and take on new or additional responsibilities. Performers who have regularly exceeded their current employers expectations are encouraged to apply and are regularly rewarded through promotion from within.
Requirements:
· Bachelor's degree in Accounting or Finance; MBA a plus.
· 5-10 years of progressive financial experience in a corporate environment with previous work leading an operating company's financial analysis, budgeting and forecasting.
· Previous financial planning/analysis and financial modeling skills required; use of state of the art Business Intelligence tools such as Tableau or PowerBI a plus.
· Strong initiative required to solve problems in a team oriented environment.
· Broad knowledge of business case analysis, KPI's, dashboard reporting and revenue/expense/capital analysis.
· Excellent written and verbal skills required
· Strong interpersonal skills required
· Proven ability to provide strategic direction for business units
· Advanced expertise with MS Excel required.
Thank you for your interest!
Licensed Financial Consultant
Finance Consultant Job 27 miles from Arcadia
Job Summary: As a Financial Consultant at our credit union, you will play a pivotal role in empowering our members to achieve their financial aspirations. You will provide personalized financial advice and solutions that align with their unique financial situations and long-term goals.
Compensation: Forgivable draw of $66K + competitive commission
Key Responsibilities:
Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals and circumstances.
Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly.
Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. Keep referrers updated on client progress.
Educational Initiatives: Design and deliver financial education seminars to enhance members' financial literacy and engagement with the credit union's services.
Documentation and Compliance: Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards. Maintain compliance with all financial and ethical regulations.
Additional Duties:
Support overall team and credit union goals through effective teamwork and cross-functional collaboration.
Promote and refer members to other credit union products and services that fit their needs.
Uphold the highest ethical standards, actively fostering a culture of integrity and accountability within the organization.
Required Education and Experience:
Bachelor's degree or equivalent educational qualification.
2-4 years of experience in financial consulting or a similar role.
Demonstrated success in financial planning and client management.
Preferred Qualifications:
Certified Financial Planner (CFP) or other advanced financial certifications.
Extensive knowledge of financial markets and alternative investment products.
Proven track record in a similar role prior to joining the credit union.
Licenses and Certifications:
FINRA Series 7 and Series 66 (or Series 63 & 65) licenses.
California Life Insurance Agent license.
Skills:
Exceptional communication and interpersonal skills.
Strong analytical abilities and proficiency in financial software.
Join our team and contribute to a thriving community where we put our members' financial well-being at the forefront. At our credit union, we are committed to your professional growth and personal development in an inclusive and supportive environment.
Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Senior Finance Manager
Finance Consultant Job 25 miles from Arcadia
The Sr Manager FP&A Manager will play a key role in the controlling team, managing key financial processes across budgeting, forecasting, reporting, and financial analysis. This person will lead a team of two and will be responsible for financial planning, process improvement, and supporting senior management in strategic decision-making. The position involves collaborating with cross-functional teams to ensure accurate financial reporting and implementing best practices in financial analysis and modeling.
Key Responsibilities:
Financial Planning & Budgeting:
Lead the annual budgeting process, collaborating with department heads.
Develop financial models and analyze variances between actual and budgeted performance.
Prepare forecasts and financial projections to support strategic decision-making.
Financial Reporting:
Prepare and present financial reports for senior management and stakeholders.
Ensure compliance with accounting standards and regulatory requirements.
Business Partnering:
Build strong relationships with cross-functional teams and key stakeholders.
Provide actionable financial insights to support commercial functions (sales, marketing, product management).
Develop financial acumen for non-financial stakeholders through training and coaching.
Process Improvement:
Continuously evaluate and enhance financial planning and reporting processes.
Identify opportunities for cost savings or revenue enhancement through process optimization.
Team Leadership:
Manage and provide guidance to a team of 2 staff members.
Conduct performance evaluations and foster professional development within the team.
Key Skills and Experience:
Education: Master's degree in Finance, Accounting, Business Administration, or a related field; CPA preferred.
Experience:
8-10 years in finance or commercial finance roles, with 5+ years in leadership or management capacity.
Proven experience in financial analysis, business partnering, and leading budgeting/forecasting processes.
Experience with ERP systems (SAP preferred).
Expertise in financial modeling, forecasting, and profitability analysis.
Skills:
Strong business acumen with the ability to provide actionable financial insights.
Excellent leadership, communication, and presentation skills.
Ability to manage competing priorities in a fast-paced environment.
Investment Sales Analyst + Jr. Broker | Investment Property Group
Finance Consultant Job 27 miles from Arcadia
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an
Analyst / Jr. Broker
to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
Supporting the valuation process, creating spreadsheets and preparing financial analysis
Conducting research on comps and similar data
Creating pitch presentations for new listings
Scheduling inspections and managing due diligence
Drafting letters of intent / purchase and sales agreements
Drafting correspondence
Overseeing transactions through to closing including reviewing written agreements
Showing properties
Sales
Making introduction calls (Cold Calls and Warm Calls) to potential new clients
Supporting the Senior Vice President with his pipeline of potential new clients
Managing marketing processes to support the sales process
Project Management
Managing deal-flow in Salesforce
Ensuring that deadlines are met
Tracking and monitoring negotiations
Seeing tasks through to completion
Core daily functions will include:
Project Management
Sales
Operations Support
Required Skills and Experience
~ 4 Year Bachelor's Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
Senior Finance Manager (Finance Business Partner)
Finance Consultant Job 23 miles from Arcadia
About the Company
Tencent is a leading global technology company focused on connecting people and developing innovative products and services that improve the quality of life of people around the world. Founded in 1998 and publicly traded on the Hong Kong Stock Exchange since 2004, Tencent offers a variety of products and services, including leading communication and social platforms (Weixin/WeChat), high-quality entertainment (from video games, music, TV and film, sport and literature), FinTech (WeChat Pay and QQ Wallet) and industry-leading cloud products and services.
Position Overview
Tencent is seeking a Senior Finance Manager to serve as a key Finance Business Partner for its subsidiaries. Reporting directly to the Finance Director, Investment Company Management Team, this role requires a seasoned finance professional with expertise in financial planning, budgeting, reporting, and process optimization. You will work closely with subsidiary leadership, finance teams, and Tencent's headquarters to enhance financial transparency, operational efficiency, and resource allocation.
Responsibilities
Serve as the finance liaison between Tencent and its subsidiaries, ensuring seamless communication and financial integration.
Oversee annual budget preparation and quarterly rolling forecasts, analyzing subsidiary performance, R&D efficiency, and resource allocation to optimize financial strategies.
Enhance financial reporting standards, balancing Tencent's Group Reporting policies with subsidiary-specific needs while ensuring high-quality and comprehensive financial insights.
Improve financial transparency and implement project-based accounting solutions, including upgrading finance systems and developing shared service functions for smaller subsidiaries.
Leverage Tencent's headquarters expertise to enhance internal controls, treasury management, credit control, tax compliance, and procurement efficiency across the subsidiaries.
Provide financial leadership and support to subsidiary leadership teams, guiding financial decision-making and operational improvements
Additional managerial duties as necessary
Requirements
Bachelor's degree or higher in Accounting, Finance, or a related field.
Chartered Accountant or equivalent qualification is required.
Minimum 10 years of progressive experience in financial management, with a strong track record of driving operational efficiency and financial integration of acquired companies.
Experience in TMT (Technology, Media, and Telecommunications) industry is highly preferred, with exposure to international financial operations. Background in Big Four accounting firms or experience working within multinational finance teams is an advantage.
Strong interpersonal and analytical skills, with the ability to interpret complex financial data and provide actionable recommendations.
Fluency in English and Mandarin Chinese is highly desirable to facilitate communication with Tencent headquarters.
Financial Advisor / Sales Opportunity
Finance Consultant Job 35 miles from Arcadia
Unlimited Impact, Uncapped Income, and Independence
YOUR CAREER WITH NORTHWESTERN MUTUAL
At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver's seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You'll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities.
Check out our : ****************************
Learn why our is unique: ****************************
THE OPPORTUNITY
Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while growing their assets for the future.
Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships.
Develop rapport with clients and foster long-term relationships.
Be knowledgeable about Northwestern Mutual financial products and financial market trends.
Integrating into the #1 district office in the entire company for new advisor growth and development.
Leveraging the strength of our team to address individual client concerns and needs.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
Nationally ranked training programs to launch your career
Mentorship and professional development training throughout your entire career
Development stipends and expense allowance
Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins)
Leadership opportunities
Leading industry products and solutions built on an integrated technology platform
Full heath benefits, group disability, retirement plans and an equity stake
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
DESIRED SKILLS & EXPERIENCE
College-educated, Bachelor's degree
Candidate must be an accomplished communicator with strong and written skills
Prior sales and/or business development experience preferred
Self-starter mindset preferred
We are actively seeking candidates with different backgrounds and work experiences, including but not limited to:
Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience)
Executive leadership
Community Influencers and Natural People Connectors
Financial Management, insurance and financial services
Former athletes
Military background
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
Dental insurance
Health insurance
Retirement plan
Vision insurance
Compensation Package:
Bonus opportunities
Commission pay
Ability to Relocate:
Calabasas, CA 91302: Relocate before starting work (Required)
Financial Advisor
Finance Consultant Job 38 miles from Arcadia
****PERMANENT RESIDENTS/US CITIZENS ONLY****
***CALIFORNIA APPLICANTS ONLY***
Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals.
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359 Individual agent performance will determine your income.
Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4
About New York Life...
New York Life is a Fortune 100 company with a long history
of doing good. We have been in business for over 175 years,
helping generations of people protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success
of our clients.
Financial Professional
Finance Consultant Job 23 miles from Arcadia
At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them.
At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact.
Overview
We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition. In this role, you will build your book of business by identifying, attracting, and onboarding new clients as a part of our financial planning team. You will be the face of 49 Financial, growing your client base through networking, relationship building, and delivering compelling financial solutions. Candidates should possess leadership experience and a desire to be in a client-facing role.
Key Responsibilities
Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients.
Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services.
Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs.
Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement.
Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction.
Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives.
Knowledge: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines.
Qualifications
Bachelor's degree in Business, Finance, Marketing, or a related field.
Strong interest in sales, client acquisition, and financial services.
Excellent communication and interpersonal skills.
A proactive and self-motivated approach to business development.
Strong desire to educate and guide people through finances.
Eagerness to learn and grow in a fast-paced environment.
Strong organizational skills and attention to detail.
Proficiency in Microsoft Office Suite.