Finance Consultant Jobs in Waimalu, HI

Castle & Cooke Homes Hawaii, Inc. is a leading homebuilder and developer of planned communities in Hawaii. We have built thousands of homes for Hawaii families over several decades in a number of communities, including Mililani, Royal Kunia, and Kapolei, and are continuing this legacy at Koa Ridge and other projects. We are looking for a real estate financial analyst to join our development team. The ideal candidate will be a team player and critical thinker with strong financial modeling, analytical, communication, and interpersonal skills, with at least four years of experience in financial analysis, preferably in real estate, investment banking, or private equity. Responsibilities Create, analyze, and maintain complex financial models to assess viability of real estate projects. Analyze current and past financial data and performance to make recommendations on profit enhancement Conduct market research on market conditions, activity, and trends Perform valuation analysis using various approaches, including discounted cash flow, comparables, and income capitalization Support budget development and financial forecasting Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, Business, or Finance Master's degree in Business or Real Estate and relevant certifications, e.g., CFA, are a plus 4 years' financial analysis and modeling experience; experience with Hawaii real estate and residential real estate development are pluses Proficient in Microsoft Office software. Experience in property valuation software (ARGUS, CoStar, Yardi) is a plus Advanced knowledge of Excel

About us: "Those who work with us take part in the company's life. Everybody knows that their work is an indispensable contribution to our shared growth " - Brunello Cucinelli Brunello Cucinelli, founded in 1978 by the eponymous designer and entrepreneur, is an Italian house operating in the absolute luxury sector, specializing in cashmere and the international informal luxury ready-to-wear sector. As a perfect blend of industry and craftsmanship, our products are designed to stand the test of time. The whole world is fascinated by the products of our country, by the careful selection of raw materials, and the search for the highest quality and creativity in every step of the production chain. Today, the Brunello Cucinelli company finds its true meaning and aesthetic pursuit in manual skills, craftsmanship and the exclusivity of its collections. They are the truest expression of humanity and of creativity and, as such, are fundamental to us. Who you are: Client Advisors at Brunello Cucinelli are responsible for delivering a memorable experience to all guests and prospective customers. This role is vital to our brand and supports the Store Manager in achieving sales goals and operational objectives. Client Advisors are responsible for being ambassadors of the brand and furthering the Humanistic philosophy of Solomeo. What You'll Do: Provide industry leading customer service building guest loyalty through in-store experience. Maximize all selling opportunities to achieve (and exceed) individual sales goals while driving repeat business by utilizing clientele books and continuously looking for opportunities to convert one-time shoppers to long-term clients. Proactively avoid customer service issues by finding meaningful resolutions for customers and using best-in-class customer service. Continuously demonstrate product knowledge to enhance sales, use company-provided resources to deepen understanding of product assortment. Maintains awareness of all current marketing and promotional activity. Act as a brand ambassador emulating the brand aesthetic and embodying a strong sense of brand philosophy and lifestyle. Under the guidance and direction of Store Manager and/or other Store Leadership complete operational objectives including opening and closing the store, cash handling, inventory, and other tasks as assigned and demonstrates flexibility and adaptability when workload or tasks are changed as necessitated by business. Support and partner with the store manager in maintaining consistent inventory levels to prevent shrink and loss. Ensure visual merchandising standards are maintained throughout the day, assist with floor sets, and moves as needed. Utilizes business acumen (both written and verbal) in relation to store business, product assortment and business opportunities. Build effective working relationships with colleagues in our other stores and Corporate Partners. Demonstrates reliability and trustworthiness by acting with integrity in all interactions and following company Policy and guidelines. Promotes cooperation and commitment within the team to achieve goals and celebrates team accomplishments and shares credit with others. Proactively seeks feedback for performance and opportunities for growth. Qualifications: Strong affinity for Brunello Cucinelli brand and philosophy High School Diploma required 1-3 years' experience working in an elevated retail or hospitality environment Exceptional customer service and networking skills, with the ability to network and develop clients Strong verbal and written communication skills Proficient with POS systems and Microsoft Office Suite; Outlook and Excel Ability to stand for multiple hours and lift up to 40 pounds without assistance Able to work a varied schedule each week including nights and weekends. EEOC Brunello Cucinelli is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law.

Client Advisor | Giorgio Armani Ala Moana Center | Full -Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani QUALIFICATIONS & SKILLS Preferred retail experience in a similar position High School diploma/GED preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. preferred While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered an hourly rate within the range of $18.00 - $20.00, plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions.

**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers. (*Comscore, Total Visits, March 2024) **Day to Day** The Investor Relations Analyst will assist the Investor Relations team in managing communications and relationships with investors, analysts, and other key internal and external partners. This role is integral to ensuring seamless communication between the company and the investment community. The Analyst will play a pivotal role in organizing meetings, conducting research, updating financial models, and helping the strategic initiatives of the Investor Relations team. The successful candidate should be highly organized, possess solid analytical skills, and have a keen interest in financial and competitive market dynamics. As a member of the Investor Relations team, the Analyst will be expected to occasionally work a few hours that overlap with Japan working hours, especially during earnings season. **Responsibilities** + Perform external competitor research, including tracking competitor financial performance + Conduct internal product research to provide updates on new products + Update investor targeting analysis to align outreach with internal priorities. + Update analyst consensus models and validate data for accuracy. + Summarize key points from investor meetings for internal distribution + Schedule and coordinate logistics for internal investor relations meetings and investor calls + Organize investor meetings and conferences, managing agendas and event logistics with external partners. **Skills/Competencies** + 1+ years of experience in investor relations, financial analysis, or a related field. + Proficiency in Google Sheets and Slides and/or Microsoft Excel and PowerPoint + Financial modeling, experience with financial databases and CRM systems is a plus. + Proven analytical skills and attention to detail. + Excellent written and verbal communication skills. + Ability to manage multiple projects and deadlines in a fast-paced environment. **Education Requirement** : Bachelor's degree in Finance, Economics, Business Administration, or a related field. **Salary Range Transparency** US Remote 85,000 - 125,000 USD per year Austin 85,000 - 125,000 USD per year NYC Metro Area 90,000 - 130,000 USD per year San Francisco Bay Area 95,000 - 135,000 USD per year **Salary Range Disclaimer** The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. 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We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment. Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome. **Indeed's Employee Recruiting Privacy Policy** Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs . **Agency Disclaimer** Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening. **_Reference ID:_** 44881 **The deadline to apply to this position is February 10, 2025. Job postings may be extended at the hiring team's discretion based on applicant volume.** Reference ID: 44881

Under the direction of the Manager, this position supports the investor relations function through strategic analytics to meet the company's business/financial goals and objectives. Identifies new opportunities and creates solutions to present to senior leadership. If applicable or appropriate, assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Responsibilities Provides analytic support for investor relations functions including peer analysis, quarterly earnings releases, investor presentations, and investor due diligence. Monitors analyst reports and estimates of financial performance. Researches and analyzes overall market, economic and competitive conditions and operational results and collaborates with other areas within Finance and Risk and external partners. Works independently on idea generation and development, effectively communicates ideas and works to prioritize the needs of the overall institution. Conducts presentations and communicates at all levels. Assists in coordination of earnings releases, investor conferences and meetings. Assist in maintaining investor relations website. Assists in establishing department goals and objectives and participate in division long range planning by monitoring expense and expense management efforts. May manage department level projects related to services, operations, systems and technologies and oversee development and implementation of procedural, operational and system changes. Develops analytics resources and supports information culture. May assist with managing staff and operations as required to ensure service level quality standards and deadlines are met. Trains, coaches, and motivates more junior staff as appropriate. Assists with performance reviews, goal setting, and staffing recommendations. May interview and recommend candidates for open positions; conducts staff meetings. Provides general technical and operations support. Initiates, receives, researches and resolves routine and non-routine inquiries. Handles operational tasks. Ensures proper operational policies and procedures are followed, controls exercised and errors corrected. Performs all other miscellaneous responsibilities and duties as assigned. Qualifications Bachelor's degree with major in finance, accounting or related area from an accredited institution or equivalent work experience. Minimum 5 to 6 years of strategy development, analytic reporting and analysis experience or equivalent work experience. Project management experience with significant roles and implementation responsibilities preferred. Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software. Knowledge of or ability to use bank software and systems. Demonstrated written and verbal communication and presentation skills to all levels of management. Strong analytical, quantitative and problem solving skills to identify opportunities and risks and make recommendations. Must demonstrate strong project management and implementation skills. Proactive, curious, self-starter who requires minimal supervision with the ability to work across multiple departments and divisions. Maintain a high degree of confidentiality, professionalism and responsibility for confidential and time sensitive material. Possesses drive to learn, research, and resolve issues independently and/or with others. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************

Under the direction of the Manager, this position supports the investor relations function through strategic analytics to meet the company's business/financial goals and objectives. Identifies new opportunities and creates solutions to present to senior leadership. If applicable or appropriate, assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Bachelor's degree with major in finance, accounting or related area from an accredited institution or equivalent work experience. Minimum 5 to 6 years of strategy development, analytic reporting and analysis experience or equivalent work experience. Project management experience with significant roles and implementation responsibilities preferred. Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software. Knowledge of or ability to use bank software and systems. Demonstrated written and verbal communication and presentation skills to all levels of management. Strong analytical, quantitative and problem solving skills to identify opportunities and risks and make recommendations. Must demonstrate strong project management and implementation skills. Proactive, curious, self-starter who requires minimal supervision with the ability to work across multiple departments and divisions. Maintain a high degree of confidentiality, professionalism and responsibility for confidential and time sensitive material. Possesses drive to learn, research, and resolve issues independently and/or with others. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Provides analytic support for investor relations functions including peer analysis, quarterly earnings releases, investor presentations, and investor due diligence. Monitors analyst reports and estimates of financial performance. Researches and analyzes overall market, economic and competitive conditions and operational results and collaborates with other areas within Finance and Risk and external partners. Works independently on idea generation and development, effectively communicates ideas and works to prioritize the needs of the overall institution. Conducts presentations and communicates at all levels. Assists in coordination of earnings releases, investor conferences and meetings. Assist in maintaining investor relations website. Assists in establishing department goals and objectives and participate in division long range planning by monitoring expense and expense management efforts. May manage department level projects related to services, operations, systems and technologies and oversee development and implementation of procedural, operational and system changes. Develops analytics resources and supports information culture. May assist with managing staff and operations as required to ensure service level quality standards and deadlines are met. Trains, coaches, and motivates more junior staff as appropriate. Assists with performance reviews, goal setting, and staffing recommendations. May interview and recommend candidates for open positions; conducts staff meetings. Provides general technical and operations support. Initiates, receives, researches and resolves routine and non-routine inquiries. Handles operational tasks. Ensures proper operational policies and procedures are followed, controls exercised and errors corrected. Performs all other miscellaneous responsibilities and duties as assigned.

Responsible for implementing various aspects of the Bank's Bank Secrecy Act (BSA)/ Anti-Money Laundering (AML)/ Office of Foreign Assets Control (OFAC) Program. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: BSA Compliance Program BSA Policies and Procedures: Maintain department-level and bank-level policies and procedures, recommend changes to procedures or processes to improve program effectiveness, and assist the business units in developing and maintaining their BSA-related processes and procedures. BSA Training: Conduct or facilitate BSA training for employees. Develop and maintain the BSA content on the Compliance Connect page on the intranet. Record Retention: Maintain records and documentation of the Bank's BSA compliance program and its elements, in the form and substance necessary to demonstrate the Bank's fulfilment of BSA requirements. Customer Identification Program, Customer and Enhanced Due Diligence, and Customer Risk Ratings Customer Identification Program (CIP): Facilitate the Bank's CIP, including monitoring and testing of the CIP, as necessary and appropriate. Customer and Enhanced Due Diligence (CDD and EDD): Facilitate the identification of potential high-risk customers at account opening, through account monitoring, and through the BSA software. Conduct and document EDD reviews. Customer Risk Ratings: Make recommendations on the final risk ratings through the CDD and EDD processes, including recommendations for additional monitoring, the filing of a Suspicious Activity Report (SAR), and/or account closure. Suspicious Activity Reporting, Currency Transaction Reporting, and Other Regulatory Filings Suspicious Activity Reporting: Review and analyze potential SAR activity; determine whether to file the SAR and document the SAR decision by completing the SAR or documenting the non-SAR; and recommend any other actions, including account closure. Currency Transaction Reporting: Review and file CTRs in accordance with the regulatory requirements. Recommend customers for CTR exemptions, as appropriate, and monitor, file and periodically review all CTR exempt customers within the required timeframes. Other Regulatory Filings: Facilitate all other regulatory filings, including but not limited to foreign bank and financial accounts reporting and the international transportation of currency or monetary instruments. Information Sharing Facilitate proper compliance with 314(a) requests, special measures, and other governmental inquiries and requests, as well as compliance with any 314(b) information sharing. Office of Foreign Assets Control Facilitate the administration of the Bank's Office of Foreign Assets Control (OFAC) Program. BSA Knowledge & Support BSA Knowledge: Keep abreast of the BSA and all related regulations. Understand the Bank's products, services, customers, entities, and geographic locations, and the potential money laundering and terrorist financing risks associated with the Bank's activities. BSA Support: Provide BSA support and guidance to the Bank and respond to branch and department inquiries into BSA matters. BSA Reporting, Audits, and Examinations Audits and Examinations: Assist the BSA audits and examinations, and any corrective action that is taken for any actual or potential BSA compliance issues or violations. Minimum Qualifications: Education: BSA Analyst I - Associate's Degree from an accredited higher-level learning institution preferred. BSA Analyst II - Associate's Degree from an accredited higher-level learning institution required. Experience: BSA Analyst I 2+ years of experience in bank compliance, audit, examination, and/or legal experience (A bachelor's degree can substitute for 2 years of work experience.) BSA experience preferred. Knowledge of banking laws, rules and regulations is highly desirable. BSA Analyst II 3+ years of experience in bank compliance, audit, examination, and/or legal experience (A bachelor's degree can substitute for 2 years of work experience.) BSA experience preferred. Knowledge of banking laws, rules and regulations is highly desirable. Physical Requirements & Working Conditions: Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated. Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications. Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions. Must be able to read and understand bank-related documents. Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Financial AdvisorHonolulu, HIWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

**_About Us_** The Incentive Controls, Strategy, and Optimization (ICSO) team is a vital part of our organization, committed to driving efficiency and strategic impact in incentive processes. Our focus includes enhancing incentive strategies, standardizing processes across segments, fostering skill development, and ensuring that our operations are both efficient and compliant. **_Position Summary_** As an Advisor within ICSO, you will play a key role in managing rebate and GPO administrative fee contracts with the $12 billion Cardinal Health Medical segment. This includes interpreting complex contract language, designing calculation queries in SAP HANA or SAP Vistex, and enabling downstream teams to autonomously calculate incentives with precision. You will also support the development of contract language and monitor adherence to incentive guidelines, ensuring compliance and consistency across the organization. This role is ideal for a detail-oriented professional with strong analytical skills and SAP expertise who values both operational impact and continuous learning. **_Responsibilities_** + **Contract Interpretation and Query Development:** Analyze complex rebate and GPO admin fee contracts, translating terms into accurate, autonomous calculation queries in SAP HANA or SAP Vistex to support downstream execution teams. + **Contract Management and Compliance:** Support the creation of rebate contract language, monitor customer compliance, and ensure adherence to incentive guidelines, contributing to ICSO's commitment to operational integrity. + **Process Standardization:** Collaborate with cross-functional teams to enhance and standardize end-to-end incentive processes, promoting consistency and compliance in calculations. + **Efficiency and Accuracy Improvement:** Continuously improve calculation processes by optimizing SAP configurations to reduce errors and streamline operations. + **Skill and Business Development:** Engage in continuous learning to develop your skills and business acumen, enhancing your understanding of how incentive controls impact broader segment strategy. **_Qualifications_** + Bachelor's degree in Business, Finance, Information Systems preferred, or a related field preferred + 5+ years of experience in incentive or rebate management, contract interpretation, or a similar role within a commercial, finance, or healthcare environment preferred. + Proficiency in SAP HANA and SAP Vistex preferred, with experience in designing and implementing calculation queries preferred. + Strong analytical and problem-solving abilities, with attention to detail. + Excellent communication skills, capable of interpreting complex contract language and translating it into system-based calculations. + Proven ability to collaborate across functions and contribute to process improvements. **_Why Join Us?_** At ICSO, we value efficiency, partnership, skill development, and integrity. This role provides an opportunity to directly impact our Medical incentive processes, ensuring compliant and autonomous calculations that support business growth. If you're an SAP expert who thrives in a collaborative, learning-focused environment, we encourage you to apply. **Anticipated salary range:** $66,500 - $94,900 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 4/14/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned Qualifications Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools Desired Qualifications Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Desired : In pursuit of designations e.g., CFP, ChFC, CLU Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 4256 Radford Dr. Honolulu, HI 96818 Salary: $55,000-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive

Summer Internship - Project Finance (4083)at SMX(View all jobs) (********************************* Kapolei, HI **SMX 2025 Summer Internship - Project Finance** SMX is thrilled to offer an exciting opportunity for a 2025 Summer Internship on our Business Management teams, in Kapolei, HI! We are seeking self-motivated individuals who are passionate and curious about project management and finance. As an intern, you will have the chance to gain valuable insight into our mission-driven business by being exposed to a broad range of business management processes, infrastructure, and applications. **The SMX Summer Internship Program** runs for nine weeks during the Summer Semester months. Summer Interns will be introduced to our winning culture through hands-on learning experiences and exposure to real business projects. This internship opportunity will offer various engagement and career development opportunities with SMX Executive Leaders, AND Networking Socials, and Community Volunteer Events. This internship may have onsite requirements to accommodate community events and networking. **Key Responsibilities:** + Work on a meaningful target project throughout the internship, culminating in a final project presentation to leadership. + Engage in meetings, calls, and gatherings with your team. + Complete assigned trainings and tasks provided by your supervisor + Benefit from an assigned SMX Mentor who will provide guidance, clarification, and feedback. **Qualifications:** To thrive in this internship, you will need: + A curious mind, a willingness to engage in a team environment, and an openness to learn and try new things. + Strong critical thinking skills and a willingness to ask questions about data, facts, and other information. + The ability to support research, analysis, and problem-solving using a variety of tools and techniques. + The ability to produce high-quality work, meeting relevant professional standards. + Confident communication skills in both verbal and written formats, with the ability to articulate ideas clearly and concisely. + An open-mindedness to embrace different points of view and welcome opposing and conflicting ideas. **Internship Requirements:** To be eligible for this internship, you must: + Be a full-time student pursuing an associate, undergraduate, or graduate degree from an accredited college/university. (junior or senior level preferred) + Have an overall cumulative GPA of 3.0 or higher. + Have the ability to obtain Secret clearance (position may require US Citizenship for work under DoD contracts). + Possess proficiency in the Microsoft Office Suite. We look forward to welcoming interns who are in the local Kapolei, HI area, as onsite presence will be required for onsite training, community events and networking opportunities. If you are ready to embark on an enriching internship experience with SMX, please apply with your resume and cover letter. We can't wait to meet you and support your professional growth! **Application Deadline: February 7, 2025** \#ONSITE #LI-EW The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $17-$22 USD At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. Selected applicant may be subject to a background investigation and/or education verification.

SMX 2025 Summer Internship - Project Finance SMX is thrilled to offer an exciting opportunity for a 2025 Summer Internship on our Business Management teams, in Kapolei, HI! We are seeking self-motivated individuals who are passionate and curious about project management and finance. As an intern, you will have the chance to gain valuable insight into our mission-driven business by being exposed to a broad range of business management processes, infrastructure, and applications. The SMX Summer Internship Program runs for nine weeks during the Summer Semester months. Summer Interns will be introduced to our winning culture through hands-on learning experiences and exposure to real business projects. This internship opportunity will offer various engagement and career development opportunities with SMX Executive Leaders, AND Networking Socials, and Community Volunteer Events. This internship may have onsite requirements to accommodate community events and networking. Key Responsibilities: * Work on a meaningful target project throughout the internship, culminating in a final project presentation to leadership. * Engage in meetings, calls, and gatherings with your team. * Complete assigned trainings and tasks provided by your supervisor * Benefit from an assigned SMX Mentor who will provide guidance, clarification, and feedback. Qualifications: To thrive in this internship, you will need: * A curious mind, a willingness to engage in a team environment, and an openness to learn and try new things. * Strong critical thinking skills and a willingness to ask questions about data, facts, and other information. * The ability to support research, analysis, and problem-solving using a variety of tools and techniques. * The ability to produce high-quality work, meeting relevant professional standards. * Confident communication skills in both verbal and written formats, with the ability to articulate ideas clearly and concisely. * An open-mindedness to embrace different points of view and welcome opposing and conflicting ideas. Internship Requirements: To be eligible for this internship, you must: * Be a full-time student pursuing an associate, undergraduate, or graduate degree from an accredited college/university. (junior or senior level preferred) * Have an overall cumulative GPA of 3.0 or higher. * Have the ability to obtain Secret clearance (position may require US Citizenship for work under DoD contracts). * Possess proficiency in the Microsoft Office Suite. We look forward to welcoming interns who are in the local Kapolei, HI area, as onsite presence will be required for onsite training, community events and networking opportunities. If you are ready to embark on an enriching internship experience with SMX, please apply with your resume and cover letter. We can't wait to meet you and support your professional growth! Application Deadline: February 7, 2025 #ONSITE #LI-EW The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $17-$22 USD At SMX, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. Selected applicant may be subject to a background investigation and/or education verification.

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. 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 clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. 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 biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. 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.

Responsible for implementing various aspects of the Bank's Bank Secrecy Act (BSA)/ Anti-Money Laundering (AML)/ Office of Foreign Assets Control (OFAC) Program. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: BSA Compliance Program BSA Policies and Procedures: Maintain department-level and bank-level policies and procedures, recommend changes to procedures or processes to improve program effectiveness, and assist the business units in developing and maintaining their BSA-related processes and procedures. BSA Training: Conduct or facilitate BSA training for employees. Develop and maintain the BSA content on the Compliance Connect page on the intranet. Record Retention: Maintain records and documentation of the Bank's BSA compliance program and its elements, in the form and substance necessary to demonstrate the Bank's fulfilment of BSA requirements. Customer Identification Program, Customer and Enhanced Due Diligence, and Customer Risk Ratings Customer Identification Program (CIP): Facilitate the Bank's CIP, including monitoring and testing of the CIP, as necessary and appropriate. Customer and Enhanced Due Diligence (CDD and EDD): Facilitate the identification of potential high-risk customers at account opening, through account monitoring, and through the BSA software. Conduct and document EDD reviews. Customer Risk Ratings: Make recommendations on the final risk ratings through the CDD and EDD processes, including recommendations for additional monitoring, the filing of a Suspicious Activity Report (SAR), and/or account closure. Suspicious Activity Reporting, Currency Transaction Reporting, and Other Regulatory Filings Suspicious Activity Reporting: Review and analyze potential SAR activity; determine whether to file the SAR and document the SAR decision by completing the SAR or documenting the non-SAR; and recommend any other actions, including account closure. Currency Transaction Reporting: Review and file CTRs in accordance with the regulatory requirements. Recommend customers for CTR exemptions, as appropriate, and monitor, file and periodically review all CTR exempt customers within the required timeframes. Other Regulatory Filings: Facilitate all other regulatory filings, including but not limited to foreign bank and financial accounts reporting and the international transportation of currency or monetary instruments. Information Sharing Facilitate proper compliance with 314(a) requests, special measures, and other governmental inquiries and requests, as well as compliance with any 314(b) information sharing. Office of Foreign Assets Control Facilitate the administration of the Bank's Office of Foreign Assets Control (OFAC) Program. BSA Knowledge & Support BSA Knowledge: Keep abreast of the BSA and all related regulations. Understand the Bank's products, services, customers, entities, and geographic locations, and the potential money laundering and terrorist financing risks associated with the Bank's activities. BSA Support: Provide BSA support and guidance to the Bank and respond to branch and department inquiries into BSA matters. BSA Reporting, Audits, and Examinations Audits and Examinations: Assist the BSA audits and examinations, and any corrective action that is taken for any actual or potential BSA compliance issues or violations. Minimum Qualifications: Education: BSA Analyst I - Associate's Degree from an accredited higher-level learning institution preferred. BSA Analyst II - Associate's Degree from an accredited higher-level learning institution required. Experience: BSA Analyst I 2+ years of experience in bank compliance, audit, examination, and/or legal experience (A bachelor's degree can substitute for 2 years of work experience.) BSA experience preferred. Knowledge of banking laws, rules and regulations is highly desirable. BSA Analyst II 3+ years of experience in bank compliance, audit, examination, and/or legal experience (A bachelor's degree can substitute for 2 years of work experience.) BSA experience preferred. Knowledge of banking laws, rules and regulations is highly desirable. Physical Requirements & Working Conditions: Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated. Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications. Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions. Must be able to read and understand bank-related documents. Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

SMX 2025 Summer Internship - Project Finance SMX is thrilled to offer an exciting opportunity for a 2025 Summer Internship on our Business Management teams, in Kapolei, HI! We are seeking self-motivated individuals who are passionate and curious about project management and finance. As an intern, you will have the chance to gain valuable insight into our mission-driven business by being exposed to a broad range of business management processes, infrastructure, and applications. The SMX Summer Internship Program runs for nine weeks during the Summer Semester months. Summer Interns will be introduced to our winning culture through hands-on learning experiences and exposure to real business projects. This internship opportunity will offer various engagement and career development opportunities with SMX Executive Leaders, AND Networking Socials, and Community Volunteer Events. This internship may have onsite requirements to accommodate community events and networking. Key Responsibilities: Work on a meaningful target project throughout the internship, culminating in a final project presentation to leadership. Engage in meetings, calls, and gatherings with your team. Complete assigned trainings and tasks provided by your supervisor Benefit from an assigned SMX Mentor who will provide guidance, clarification, and feedback. Qualifications: To thrive in this internship, you will need: A curious mind, a willingness to engage in a team environment, and an openness to learn and try new things. Strong critical thinking skills and a willingness to ask questions about data, facts, and other information. The ability to support research, analysis, and problem-solving using a variety of tools and techniques. The ability to produce high-quality work, meeting relevant professional standards. Confident communication skills in both verbal and written formats, with the ability to articulate ideas clearly and concisely. An open-mindedness to embrace different points of view and welcome opposing and conflicting ideas. Internship Requirements: To be eligible for this internship, you must: Be a full-time student pursuing an associate, undergraduate, or graduate degree from an accredited college/university. (junior or senior level preferred) Have an overall cumulative GPA of 3.0 or higher. Have the ability to obtain Secret clearance (position may require US Citizenship for work under DoD contracts). Possess proficiency in the Microsoft Office Suite. We look forward to welcoming interns who are in the local Kapolei, HI area, as onsite presence will be required for onsite training, community events and networking opportunities. If you are ready to embark on an enriching internship experience with SMX, please apply with your resume and cover letter. We can't wait to meet you and support your professional growth! Application Deadline: February 7, 2025 #ONSITE #LI-EW The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is:$17—$22 USD At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. Selected applicant may be subject to a background investigation and/or education verification.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. The compensation during this nine-month training period ranges by state, $31,550-$49,300. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. The median pay for advisors in years 2-5 is $115,740. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited Anti-Money Laundering laws and regulations, including regulatory and internal compliance policies and procedures related to the investment adviser business activities under the Investment Advisers Act of 1940 and related securities laws and regulations, Fair Banking, Bank Secrecy Act and USA PATRIOT Act. In addition, this position is responsible for conducting sales and relationship management activities in accord with Bank of Hawaii (BOH) and the firm's guidelines, policies, procedures, disciplines and behaviors. Applications submitted will be added to a pool of candidates that will be considered for current or future opportunities. Responsibilities Identifies, develops, and maintains investment relationships with clients. Formulates investment solutions and strategies using firm-approved products and services. Delivers recommendations on suitability in a fiduciary capacity based on the client's individual goals and objectives, resources, time horizon, risk profile and preferences. Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS). Ensures that appropriate market transactions are executed promptly. Complies with all industry rules and regulations, department policies and procedures, and Bank policies and codes of conduct. Actively solicits clients via telephone, networking, referrals, etc. Travels independently in the community and market area for client servicing, prospecting and networking. Refers clients to subject matter experts in the organization for advice and potential cross sell opportunities. Leverages support units or alternative delivery channels to match the servicing needs of the client. Utilizes the Blue360 client relationship management system to track referrals and activities in an accurate and timely manner. Researches and stays abreast of current market trends, product changes, tax and other regulatory changes to ensure appropriate investment strategies are being considered and deployed. Regularly attends scheduled advisor training events and completes all continuing education assignments. Performs all other miscellaneous responsibilities and duties as assigned. This position requires use of a personal computer and other standard office equipment (typewriter, fax, copier, calculator, telephone) Qualifications MINIMUM QUALIFICATIONS: 1. Education: Bachelor's degree from accredited institution or equivalent work experience. Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State of Hawaii Department of Insurance Life, Accident and Health license. (Bachelor's degree is required for Certified Financial Planner (CFP) certification.) 2. Experience: Level I: Minimum two years of experience in a brokerage and/or advisory firm to include customer service and sales experience; or equivalent work experience. Avg. historic production level of $200,000 - $500,000. Expert understanding of investment securities and the financial markets. Knowledge of life insurance products, strategies, and financial planning preferred. CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $400,000 - $700,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification preferred. Level III: Minimum seven years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $600,000 - $1,000,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification strongly preferred. 3. Technical Skills: Proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. Knowledge of or ability to use Bank software and systems. 4. Other Job Qualifications: Well-developed analytical and problem solving skills. Excellent written, verbal, and presentation skills. Must have the ability to express complex ideas in concise and simple terms. Able to make critical decisions independently. Possesses strong networking and business development skills. Has solid investment knowledge and business acumen. Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach. Able to work independently as well as function as part of a team. Well organized with the ability to manage time effectively while managing multiple priorities. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid driver's license and commute as required. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team in the Honolulu metro area. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow's wealth with wisdom and innovation. Career Description: Join our expanding team in Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: Performance-based compensation, unlimited earning potential Residual income Subsidized health benefits Customized personal business planning Full marketing, prospecting, and technical support Robust technology platform, including customizable CRM software Customized training and mentorship program with established advisors and leadership Ongoing resources and support, with autonomy to run your own practice Opportunity to qualify for trips to world class destinations In-house resources, including New Business Support, CPA's, estate planning attorneys, directors of practice development, and subject-based experts Transitional income possible for qualified candidates Responsibilities: Work closely with clients to identify and achieve their financial goals through personalized investment strategies. Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. Cultivate lasting client relationships built on genuine interest, empathy, and solutions. Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: Bachelor's degree Excellent interpersonal skills Securities Licenses (Preferred) Life, Health & Accident Insurance Licenses (Preferred)