Finance Consultant Jobs in Riverside, CA

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.

*hybrid - onsite in Irvine 3 days per week* Must-haves - 2-5+ years of experience in investment banking, management consulting, and/or M&A - Bachelor's degree required - Proven strong numerical and analytical skills. - Excellent teamwork and team leadership skills. - Strong communication and interpersonal skills. - Project and time management ability. Plusses - Experience working in a large investment management firm -Experience working with PowerBI, Tableau and data visualization Day-to-Day This individual is expected to have deep industry expertise while providing strategic initiatives with internal stakeholders. They will be responsible for informing strategic product development. This may include evaluating existing products as well as assessing new business development opportunities. This person will also be responsible for building business cases to launch new products and initiatives. Additionally, they will develop long term strategies for business units. They will also be responsible for compiling data, producing presentations, and completing reports/analyses.

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.

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.

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!

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!

****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.

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 Day in the Life Video: **************************** Learn why our Southern California market 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. 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 **NOTE: We are only accepting applicants that reside in the Inland Empire Area

David Taussig & Associates, Inc. (“DTA”) currently has an available open Associate position with our PACE Team working in a hybrid environment and reporting to management in our Irvine office. This position is ideal for a finance professional with two to three years of experience and an interest in public finance who has a desire to develop a long-lasting, rewarding career with an industry leader. Candidate must reside in Orange County. Responsibilities will increase and include other tasks as the candidate gains experience in the position. About DTA DTA is a public finance and urban economics consulting firm with its corporate offices in Irvine, California, Dallas, Texas, Raleigh, North Carolina, and Tampa, Florida. We specialize in municipal infrastructure, public services finance, and land development economics. DTA provides consulting services to both public and private sector clients throughout California and fifteen (15) other states, including clients in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, South Carolina, Texas, Utah, and Washington. Notably, DTA has been a pioneer in the implementation of new municipal finance techniques to fund public infrastructure and municipal services on behalf of both municipalities and real estate developers. We have been recognized as an innovator in the use of analytical methods and modeling approaches that are now considered state of the art within the industry. More information on DTA can be found on our website at ******************* Duties and Responsibilities Conduct data research and analysis and support senior staff in the implementation of projects related to municipal finance district formation and administration. These projects include: · The annual administration and management of property tax levies; · Other research tasks, as necessary, for specific projects. · The work to be assigned to the selected applicant will include the following: · Perform data research and entry; · Conduct field research; · Prepare spreadsheet models; · Develop data/tables into comprehensive reports; · Evaluate data for trends and communicate results; · Communicate with clients both verbally and through written correspondence; · Respond to property owner phone calls; and · Conducts other duties as assigned. The work to be assigned to the selected applicant will include the following: Perform data research and entry; Update spreadsheets; Prepare and enter data/tables into comprehensive reports; Respond to property owner phone calls; and Conducts other duties as assigned. Required Skills · Bachelor's degree with a minimum of a 3.3 GPA. · Two - three years of experience in financial or economic analyses or urban planning (preferable, but not required). · Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning, statistics, or another quantitative field. · Strong analytical and statistical analysis capabilities, including attention to detail. · Advanced computer skills, including Word and Excel. Database application experience is a plus. · Excellent communication skills, both written and verbal. · Ability to quickly grasp new concepts. · Ability to meet project commitments under tight deadlines in a fast-paced, demanding environment. Please provide a resume, cover letter, and writing sample to *******************. A skills assessment may be requested. DTA is an Equal Employment Opportunity Employer. No relocation subsidies or visa sponsorship will be offered.

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW 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, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. 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: ***************************** com You inspire us. We empower you.

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Compensation Package: W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) Requirements: Resident of Southern California (Orange County) College Degree (Bachelors) Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor Computer Savvy Networking Skills Financial Literacy Pass a Background Check Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. *Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

The Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management. This position reports to the Director, Financial Planning & Analysis, Adventure Sports, and is based out of our Irvine office. As the Financial Analyst, you will have an opportunity to: Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform. Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team. Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management. Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed. Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting. Transformation & Integration: Lead reporting harmonization across multiple brands. You have: A Bachelor's Degree in Finance, Accounting or related field with 3+ years' experience in FP&A Advanced Microsoft Excel & PowerPoint skills Highest standards of accuracy and precision; highly organized Articulate with excellent verbal and written communication skills Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity Excellent analytical skills, experience managing large data quantities from multiple sources Ability to think and act strategically and develop operation and strategic plans Comprehensive business understanding of processes and structure Ability to operate cross-functionally with strong understanding of external business drivers You might have: Experience with SAP preferred

General Description Provides analytical support in fundamental FP&A activities, including preparation of monthly reporting and variance analysis. Supports the preparation of materials for upper management meetings as well as ad hoc reporting. Ability to apply analytical and critical thinking skills to problem solve and make decisions. Confidently interacts with cross functional business partners and people with budgetary responsibility. Participates in operational discussions focused on improved efficiencies and/or improved profitability. This role reports directly to the Finance Manager. profit improvement. Essential job functions · Provides ongoing analytical support to management including preparing budgets and forecasts, and supporting the portfolio review, strategic planning and budget processes for assigned areas of responsibility. · Conducts monthly reporting and variance analysis in a timely manner and maintains a consistent internal reporting structure. · Consolidates financial results for assigned functional areas for close, forecast and budget periods. · Supports the FP&A group in development and maintenance of financial reports. · Provides input for continuous improvement and support of budgeting and forecasting processes. · Owns the execution and distribution of standardized monthly management reports based on operational and financial performance for the assigned areas of responsibility; work with cost center/department managers to review these dashboards and complete analysis of variances. · Track and analyze results to ensure visibility and progress towards targets. Work with business management to accelerate the achievement of strategic and financial goals. · Provide insightful and actionable analysis of results/plans/forecasts to identify emerging trends, key risks and opportunities to improve profitability, cash flow generation and return on invested capital. · Initiate and execute value-added analysis to drive improved decision-making, operating performance and strategy development. Examples: competitive analysis/benchmarking, working capital efficiency, industry forecasts & drivers. · Assists in the preparation of materials for the Board of Directors meetings and provides ad hoc analytical reporting. · Independently manages business partner relationships. Top Requirements: 5 + years of technical financial modeling skills. Strong Excel a must/ PowerBI + Strong forecasting abilities. Ability to work closely with operations across multiple locations, with strong communication skills. Experience in modeling, revenue analysis, and operations management. Automotive/ Dealership/ Logistics industry experience highly preferred

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks. Present oral and written reports on general economic trends, individual corporations and entire industries. Skills: Oracle JDE ERP System, OneStream, BPC. Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV) Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 5-7 years financial and/or accounting experience required.

Financial Analyst III or Financial Analyst II OM&S Ordnance Audit Remediation Support Audit background preferred. Communication skills necessary. Individual will lead quarterly touchpoints with headquarters Management Review Control (MRC) team for strategic alignment and consistency in delivery (Partner/Principal). Qualified candidates will lead and manage the following: Support for Fleet implementation, execution, and sustainment of the OM&S Ordnance MRC program and audit campaign plan. Support for existence and completeness baseline efforts Provide training and operational control support, assist with inputting results into the Measure of Performance (MOP) dashboard, conduct root cause/trend analysis over testing exceptions. Maintain communication with Fleet and headquarters to monitor progress and consistency across locations. Provide site visit support for maintaining site visit schedules, pre-visit preparations, physical inventory control training, auditor response, and support remediation of real-time issues during site visits. Requirements: Financial Analyst III Years of Experience: Candidate must have six (6) years of experience leading financial management services and related projects. Minimum Education: Bachelor's degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN Financial Analyst II Years of Experience: Three (3) years of progressive, relevant experience. Minimum Requirements: Four (4) year degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, 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 interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior and senior standing Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy ***All majors encouraged to apply. Compensation & Benefits Commissions Activity Stipends Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW 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, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. 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: ***************************** com You inspire us. We empower you.