Finance Planner Jobs in Ceres, CA

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Jackie Meza with Robert Half is looking for a Financial Analyst to work with a well established manufacturing company in Modesto, CA. The candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. For additional information contact Jackie Meza at 209.227.6563 Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports 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, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000. (3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4) About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength. (5) • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. (6) • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. (7) • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. (8) 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. Based on 2021 company data for 4,579 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2021. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 6. A full list of our awards is available here: *************************************************************** 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2021. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511_112022 SMRU 5021157.3 (Exp. 04.30.2023)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Paul Mitchell Schools in Modesto, CA, is currently seeking a full-time Education Finance Advisor to join our esteemed team. This pivotal role offers a competitive hourly rate ranging from $20 to $25/hour, coupled with the opportunity to contribute to our institution's mission of empowering students in the beauty industry. If you're an experienced professional looking to make a difference, we welcome your application. ABOUT THIS ROLE The Education Finance Advisor position is a full-time commitment, with a standard schedule of Monday to Friday, 8:30 am to 4:30 pm. This consistent timetable provides the stability necessary for you to excel in our supportive work environment. As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation for grants and loans, and ensuring strict adherence to federal and state regulations. Additionally, you'll conduct regular audits of financial files to maintain compliance and confidentiality, all while offering unwavering support to our students as they pursue their educational goals. OUR COMPANY At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it! WHAT WE'RE LOOKING FOR IN AN EDUCATION FINANCE ADVISOR * Bachelor's degree or equivalent experience * Computer and data entry skills * Ability to multitask and coach others * Excellent interpersonal and communication skills, both verbal and written * Strong work history with verifiable references * Passion for the beauty industry * Honesty and professionalism Contracting experience is preferred. If you're a seasoned professional seeking to leverage your expertise as an Education Finance Advisor, we invite you to take the next step in your career. Our initial application process takes just three minutes to complete and is accessible from any mobile device.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Reporting to the Finance Team Lead, you will perform analyses and reporting for assigned tasks. Support other financial projects and analysis of business operations. May perform business partnering, analytics, Annual Operating Plan (AOP), monthly forecasting, reporting, and period close. Minimum 1 year of related experience. Position Responsibilities You will be a partner on accounting and finance related questions. This will involve the ability to assess needs and identify gaps to produce reporting and communication to multiple departments. Report daily on plant operations, including volume reporting, labor analysis, line efficiency, and yield loss. Communicate changes to partners by providing specific, applicable, and forward-looking commentary. Analyze inventory for accuracy and identify potential issues. Review processes to identify improvement opportunities Participate in the monthly, quarterly, and fiscal year-end closing process, including Journal Entries, reviewing Process Order variances, and reviewing general ledger for accurate financial records. Collaborate with production teams to analyze data, identify areas for cost reduction, and improve processes. You will partner with Engineering team to Capitalize Projects, tag assets, and review Fixed Asset register for accuracy and reporting of Idled Assets Ensure processes are followed to ensure compliance with Sarbanes-Oxley (SOX) Participate with us in finance projects across the site Provide ad hoc reporting and financial planning and analysis (FP&A) support. Position Qualifications Bachelor's degree in accounting, finance, or related field required 1+ years of cost accounting experience Experience in Cost Accounting, along with knowledge of financial systems and general accounting concepts. Work across multiple departments to complete a project or resolve an organizational challenge. Intermediate experience in Microsoft Excel Experience thinking critically, including using analytics, benchmarking, and insights to produce meaningful strategies and solutions. At this time, we require applicants for this role to be legally authorized to work in the United States without requiring employer sponsorship either now or in the future. Number of Days in Office: 5 #LI-GS1 #LI-Onsite #LI-Associate Compensation: Pay Range:$59,000-$78,000 The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees. Our Benefits: We care about your total well-being and will support you with the following, subject to your location and role: Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities Our Company: At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip . Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome. Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.

tdpstrong Duties/Responsibilities:/strongbr/ • Prepare and analyze daily, weekly, and monthly financial and operational reports for managementbr/ • Identify trends in sales, cost, operations, and supply chain through data analysisbr/ • Develop and capture data necessary for reportingbr/ • Develop and report on a timely basis KPIsbr/ • Create/Modify BOMs as neededbr/ • Set and maintain cost standards as neededbr/ • Assist with preparation and analysis of month end financial reportsbr/ • Assist with preparation and analysis of board and management presentationsbr/ • Assist with preparation and analysis of budget and quarterly forecastsbr/ • Support other team members on continuous improvement strategies by providing critical data and analysisbr/ • Make recommendations based on the analysis to improve the organization's performancebr/ • Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders/p /td

The Special Projects team at Anduril has three primary responsibilities: Special projects. We are frequently pulled into high priority problems that must be solved, but do not fall neatly into the purview of an existing person's job description. Our team is one of the first to get tapped when a messy problem needs solving Pricing Strategy. We are a key pillar in how we price products across the company. Anduril is at the forefront of new technologies that require novel pricing and contracting structures - and our team owns a large part of this Maturing Financial Frameworks. Our team is at the forefront of how Anduril thinks about investments (incl. new products, new facilities, etc.). Its our job to bring financial rigor to these decisions and to mature our decision-making process What you'll do as a Finance Analyst / Associate on the Special Projects Team: Own projects end-to-end, from Definition, Solution, to Implementation. You will be handed ambiguous, messy problems with little prescription on how to solve them. Execute scrappy analyses on short timelines to get answers quickly, while also owning more scalable solutions that will make Anduril successful in the long term Project manage across many stakeholders. If you don't like being the person leading meetings with large groups of people or managing large Slack channels to wrangle stakeholders towards a solution, this may not be the role for you Work across functions and learn Anduril's business top-to-bottom. You will interact with Finance, Growth, Engineering, Supply Chain, Manufacturing, HR, Recruiting, and more e.g. Should Anduril invest in a new Dive-LD variant? Own detailed financial models end-to-end, from on-the-ground gathering of data, through creating materials, to presenting them to stakeholders Build P&L models for different products, business lines, divisions, and acquisitions Build novel financial frameworks for thinking through operational decisions, including but not limited to facilities, manufacturing, supply chain, etc. Work on novel pricing frameworks for new technologies that the USG has never acquired before Build out models to justify $ pricing and show how it impacts Anduril and the customer Brainstorm / ideate on different ways of monetizing Anduril products and technology Deeply embed with engineering, sales, and proposals teams on major new efforts Required Qualifications: You have 1-2+ years of experience in management consulting, investment banking, or similar You have a strong understanding of financial and accounting concepts You have strong analytical aptitude. You intuitively think about problems in terms of numbers You are able to quickly execute analyses in Excel You have an ability to quantify complex often ambiguous problems You are willing to learn how to use corporate systems (e.g. Salesforce, Coupa, Anaplan) and analytic / dashboarding tools (e.g. Palantir Foundry) You are comfortable communicating broadly and having a lot of eyes on your work. This role can at-times require comms to large groups and senior leadership You enjoy working at a place where no one minds if you leave early one day to go to an appointment or run an errand, but you also don't mind responding to Slacks in the evening while you're watching Netflix Must be authorized to work in the United States US Salary Range $90,000 - $135,000 USD The salary range for this role is an estimate based on a wide range of compensation factors, inclusive of base salary only. Actual salary offer may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are considered part of Anduril's total compensation package. Additionally, Anduril offers top-tier benefits for full-time employees, including: Platinum Healthcare Benefits: For U.S. roles, we offer comprehensive medical, dental, and vision plans at little to no cost to you. For UK roles, Private Medical Insurance (PMI): Anduril will cover the full cost of the insurance premium for an employee and dependents. For AUS roles, Private health plan through Bupa: Coverage is fully subsidized by Anduril. Basic Life/AD&D and long-term disability insurance 100% covered by Anduril, plus the option to purchase additional life insurance for you and your dependents. Extremely generous company holiday calendar including a holiday hiatus in December, and highly competitive PTO plans. 16 weeks of paid Caregiver & Wellness Leave to care for a family member, bond with your baby, or tend to your own medical condition. Family Planning & Parenting Support: Fertility (eg, IVF, preservation), adoption, and gestational carrier coverage with additional benefits and resources to provide support from planning to parenting. Mental Health Resources: We provide free mental health resources 24/7 including therapy, life coaching, and more. Additional work-life services, such as free legal and financial support, available to you as well. A professional development stipend is available to all Andurilians. Daily Meals and Provisions: For many of our offices this means breakfast, lunch and fully stocked micro-kitchens. Company-funded commuter benefits available based on your region. Relocation assistance (depending on role eligibility). 401(k) retirement savings plan - both a traditional and Roth 401(k). (US roles only) The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Anduril is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Anduril team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process. If you are someone passionate about working on problems that have a real-world impact, we'd love to hear from you! To view Anduril's candidate data privacy policy, please visit **********************************************

The Financial Analyst provides analytic support for financial reports, trend analysis, and monitoring of financial data. Develops custom reports used in identifying issues, trends, patterns and relationships to be applied in financial and operational decisions. Assists in providing 340B financial analysis. Ensures 340B claims meet eligibility criteria. Assists in maximizing 340B revenue. This position reports to and is under the general direction of the Chief Financial Officer. MINIMUM REQUIREMENTS BA degree in business/accounting/finance Minimum one year of experience required analyzing data and creating reports preferred. Minimum one year of experience navigating electronic health record data preferred Expert or very advanced Excel skills Excellent professional presentation and written communication skills Valid California Driver's License, proof of automobile insurance and personal transportation SPECIFIC DUTIES Promotes the Mission, vision and values of the Organization Work Collaboratively with Director of Pharmacy Performs moderately complex statistical, cost, and financial analysis of data. Develop and update documents, processes, and procedures for daily operations and monthly financial reporting and tracking.. Analyze and investigate trends in key indicators of financial performance Compare and analyze actual results with plans and forecasts Analyze and interpret data, making comparative analyses, studying proposed changes in methods and materials Improve financial status by analyzing results, monitoring variances, identifying trends, recommending actions Develop reports, proposals, and presentations Track, trends, and reports 340B pharmaceutical sales and purchases Audits for compliance with HRSA/OPA and other regulatory bodies relating to 340B claims Perform other related duties as assigned PERFORMANCE REQUIREMENTS Knowledge, Skills and Abilities Knowledge of statistical methods and methods of graphic presentation Knowledge of office practices, procedures and office equipment Ability to analyze facts and make sound recommendations Ability to express oneself clearly and concisely both orally and in writing Skill in identifying problems and recommending solutions Knowledge of office management techniques and principles Ability to post and make arithmetical computations rapidly and accurately Ability to work well under pressure and interact easily with fellow employees Ability to establish and maintain fiscal records and procedures Ability to understand and analyze comprehensive financial reports Ability to establish priorities and coordinate work activities TYPICAL PHYSICAL DEMANDS Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouch, reach, kneel, and twist/turn. Must have finger dexterity to operate keyboard. Involves sitting for long periods of time. Ability to lift up to 40 pounds. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must have vision that is adequate to read memos, a computer screen, personnel forms, and clinical and administrative documents. TYPICAL WORKING CONDITIONS Work is performed in the Finance Department offices. Involves frequent telephone contact with patients and staff. Work may be stressful at times. Interaction with others is constant and interruptive. Must be able to work overtime, nights, and weekends, if necessary. EOE

Role Mission As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Through the Eyes of the Client: You connect me to the brand. Key Accountabilities Client Journey Proactively engage and establish strong relationships with clients, making the client feel valued and at ease from the first point of contact by offering best-in-class service be it in- store or remotely. Deliver a personalized, client-centric experience, fostering strong and lasting relationships to drive repeat business and enhance brand loyalty. Build rapport with clients by discovering their needs and aspirations, creating connections and bonds, and demonstrating generosity and desire to exceed their expectations. Develop client base by recruiting new clients and developing existing ones. Leverage in-store technology to ensure every client's experience is smooth, pleasant, and relevant. Collect meaningful client information throughout the client journey to understand their preferences to customize the service provided to them. Create and add value to the client's experience by providing them with useful insights on local lifestyle trends (Theater, arts, travel, etc.). Sales Excellence Drive individual and collective sales results through monitoring KPIs and maximizing selling opportunities in-store and remotely. Provide exceptional client experience, focusing on hospitality and elevation through selling skills, luxury gestures, and product rituals. Use effective selling techniques in a natural, warm, and elevated manner to drive sales and a client-centric attitude. Select the right products matched to client needs and benefits and effectively use cross and upselling techniques. Proactively promote virtual appointments and distance sales by seeking to recruit clients to create selling opportunities. Maintain a “One-Gucci-Client” perspective regardless of purchase location, on exchange, returns, repairs, and other such transactions that are critical to a positive client experience. Guide and inspire the client to make the best possible decision to buy the right product. Foster open and constructive communication with team members, being always collaborative and proposing effective solutions. Brand & Product Using knowledge of Gucci and our products, engage with clients using storytelling, expert product knowledge, and honest styling advice to assist them in making informed purchasing decisions. Proactively attend trainings to gain insights on product knowledge. Ensure to be up to date on fashion trends and competitors (products, campaigns, fashion trends, services, etc.) and clients' segmentation to come up with the best possible solutions for our clients. Combines styling knowledge with the ability to offer products to best serve the client. Embody Gucci's philosophy, values, and lifestyle with an enthusiastic attitude. Operational Excellence Actively participate in all store operations such as stock maintenance, stock inventories, etc. Adhere to all policies and procedures with a focus on loss prevention and operational excellence. Accurately process all POS transactions and ensure accurate capture of client information. Contribute to upholding the visual display of all products following Gucci visual standards. Follow Company grooming guidelines at all times and according to Gucci standards and policies. Ensure optimal levels of products on the sales floor in line with corporate policies and procedures. Manage general store administration and functionality. Key Requirements 2+ years of luxury fashion sales experience and excellent track record, preferably in a similar role or customer service setting. Proven ability to drive and exceed individual and store results and build lasting relationships with customers and colleagues. High degree of ethics, professionalism, integrity, and ability to inspire trust and collaboration amongst colleagues. Flexibility to work a retail schedule which will include evenings, weekends, and holidays. Deep knowledge about and passion for fashion and luxury. Excellent commercial awareness and client attitude. High flexibility and ability to adapt to different clients and complex situations. Strong communication skills. Ability to work in a fast-moving and dynamic environment. Key Values for Ways of Working Our values define who we are, what we stand for and how we act towards one another. We consider these our commitment to develop a stronger organization: We Are Inclusive We believe that diversity in thought, background and skills enhances our capacity to create, collaborate and problem solve. We Are Respectful We believe that all people are worthy and deserving of being seen and heard, using kindness as the power to transform every room we walk into. We Are Responsible We believe that personal and professional growth thrives at the intersection of thoughtfulness and accountability. We Are Trustworthy We believe that honesty, transparency, and integrity are the foundations for everything we do (essential to sustaining healthy, long-lasting relationships). Key Behaviors to Amplify What We Do Explore Considerate Thinker Sees the big picture and understands how own actions and decisions impact others and the organization as a whole. Solutions Developer Actively scans the environment for new approaches, blending different ideas to come with creative yet effective solutions. Deliver Accountable Achiever Actively gets things done, raising the bar for performance, and taking accountability for own actions. Agile Advocate Driven by the sense of urgency, promotes change and takes smart risks in pursuit of goals. Connect Connection Builder Builds trust-based relationships across boundaries and encourages collaboration Adapts own style to communicate impactfully. People Enabler Empowers others by providing autonomy and encouraging self-expression, valuing, and amplifying each person's uniqueness. Build Continuous Learner Is self-aware, curious to learn and seeks feedback from others to continuously grow, always putting improvement over comfort. Talent Builder Provides constructive and on-going feedback, coaches and helps others to achieve their full potential. Work Authorization Qualified candidates must have the proper work authorization to work in Canada Accessibility Our Gucci community is committed to providing a culture of inclusivity and accessibility in all aspects of the employee life cycle - starting with the candidate experience. If you are interested in becoming a Gucci Dream-maker and applying for employment and require a reasonable accommodation to assist with any part of the application and/or interview process, please contact us by email at accessibility.americas@gucci.com. When contacting us, please provide your contact information, the role you have applied to, and the nature of your accessibility issue. Please only send inquiries concerning requests for reasonable accommodations. Salary Range - California For individuals assigned and/or hired to work in California, GUCCI includes a reasonable estimate of the salary or hourly rate range for this role. This considers the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. In addition, where a candidate falls within the disclosed range estimate may be dependent on the applicable geographic differential associated with the location in which the position may be filled. A reasonable estimate of the current base salary range is $16.00/hour USD. EOE M/D/F/V Job Type Regular Start Date 2025-03-31 Schedule Full time Organization Gucci America Inc.

Role Mission As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Through the Eyes of the Client: You connect me to the brand. Key Accountabilities Client Journey * Proactively engage and establish strong relationships with clients, making the client feel valued and at ease from the first point of contact by offering best-in-class service be it in- store or remotely. * Deliver a personalized, client-centric experience, fostering strong and lasting relationships to drive repeat business and enhance brand loyalty. * Build rapport with clients by discovering their needs and aspirations, creating connections and bonds, and demonstrating generosity and desire to exceed their expectations. * Develop client base by recruiting new clients and developing existing ones. * Leverage in-store technology to ensure every client's experience is smooth, pleasant, and relevant. * Collect meaningful client information throughout the client journey to understand their preferences to customize the service provided to them. * Create and add value to the client's experience by providing them with useful insights on local lifestyle trends (Theater, arts, travel, etc.). Sales Excellence * Drive individual and collective sales results through monitoring KPIs and maximizing selling opportunities in-store and remotely. * Provide exceptional client experience, focusing on hospitality and elevation through selling skills, luxury gestures, and product rituals. * Use effective selling techniques in a natural, warm, and elevated manner to drive sales and a client-centric attitude. * Select the right products matched to client needs and benefits and effectively use cross and upselling techniques. * Proactively promote virtual appointments and distance sales by seeking to recruit clients to create selling opportunities. * Maintain a "One-Gucci-Client" perspective regardless of purchase location, on exchange, returns, repairs, and other such transactions that are critical to a positive client experience. * Guide and inspire the client to make the best possible decision to buy the right product. * Foster open and constructive communication with team members, being always collaborative and proposing effective solutions. Brand & Product * Using knowledge of Gucci and our products, engage with clients using storytelling, expert product knowledge, and honest styling advice to assist them in making informed purchasing decisions. * Proactively attend trainings to gain insights on product knowledge. * Ensure to be up to date on fashion trends and competitors (products, campaigns, fashion trends, services, etc.) and clients' segmentation to come up with the best possible solutions for our clients. * Combines styling knowledge with the ability to offer products to best serve the client. * Embody Gucci's philosophy, values, and lifestyle with an enthusiastic attitude. Operational Excellence * Actively participate in all store operations such as stock maintenance, stock inventories, etc. * Adhere to all policies and procedures with a focus on loss prevention and operational excellence. * Accurately process all POS transactions and ensure accurate capture of client information. * Contribute to upholding the visual display of all products following Gucci visual standards. * Follow Company grooming guidelines at all times and according to Gucci standards and policies. * Ensure optimal levels of products on the sales floor in line with corporate policies and procedures. * Manage general store administration and functionality. Key Requirements * 2+ years of luxury fashion sales experience and excellent track record, preferably in a similar role or customer service setting. * Proven ability to drive and exceed individual and store results and build lasting relationships with customers and colleagues. * High degree of ethics, professionalism, integrity, and ability to inspire trust and collaboration amongst colleagues. * Flexibility to work a retail schedule which will include evenings, weekends, and holidays. * Deep knowledge about and passion for fashion and luxury. * Excellent commercial awareness and client attitude. * High flexibility and ability to adapt to different clients and complex situations. * Strong communication skills. * Ability to work in a fast-moving and dynamic environment. Key Values for Ways of Working Our values define who we are, what we stand for and how we act towards one another. We consider these our commitment to develop a stronger organization: We Are Inclusive * We believe that diversity in thought, background and skills enhances our capacity to create, collaborate and problem solve. We Are Respectful * We believe that all people are worthy and deserving of being seen and heard, using kindness as the power to transform every room we walk into. We Are Responsible * We believe that personal and professional growth thrives at the intersection of thoughtfulness and accountability. We Are Trustworthy * We believe that honesty, transparency, and integrity are the foundations for everything we do (essential to sustaining healthy, long-lasting relationships). Key Behaviors to Amplify What We Do Explore Considerate Thinker * Sees the big picture and understands how own actions and decisions impact others and the organization as a whole. Solutions Developer * Actively scans the environment for new approaches, blending different ideas to come with creative yet effective solutions. Deliver Accountable Achiever * Actively gets things done, raising the bar for performance, and taking accountability for own actions. Agile Advocate * Driven by the sense of urgency, promotes change and takes smart risks in pursuit of goals. Connect Connection Builder * Builds trust-based relationships across boundaries and encourages collaboration * Adapts own style to communicate impactfully. People Enabler * Empowers others by providing autonomy and encouraging self-expression, valuing, and amplifying each person's uniqueness. Build Continuous Learner * Is self-aware, curious to learn and seeks feedback from others to continuously grow, always putting improvement over comfort. Talent Builder * Provides constructive and on-going feedback, coaches and helps others to achieve their full potential. Work Authorization * Qualified candidates must have the proper work authorization to work in the United States. Accessibility Our Gucci community is committed to providing a culture of inclusivity and accessibility in all aspects of the employee life cycle - starting with the candidate experience. If you are interested in becoming a Gucci Dream-maker and applying for employment and require a reasonable accommodation to assist with any part of the application and/or interview process, please contact us by email at accessibility.americas@gucci.com. When contacting us, please provide your contact information, the role you have applied to, and the nature of your accessibility issue. Please only send inquiries concerning requests for reasonable accommodations. Salary Range - California For individuals assigned and/or hired to work in California, GUCCI includes a reasonable estimate of the salary or hourly rate range for this role. This considers the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. In addition, where a candidate falls within the disclosed range estimate may be dependent on the applicable geographic differential associated with the location in which the position may be filled. A reasonable estimate of the current base salary range is $16.00/hour USD. EOE M/D/F/V

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.