Finance Planner Jobs in Poway, CA

Flexibility and Control. And a business partner who gives you the freedom to have both. You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms and tools Let's partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you Compensation & Benefits: High performance-based earnings and revenue. Additional performance-based income structure to support first three years for inexperienced advisors. Transition packages for experienced advisors. Renewal commissions and recurring fee income. Bonus programs and expense allowances. Robust retirement package with up to 10% company contributions. Competitive and comprehensive medical, vision, and dental plans with subsidized premiums. Life Insurance and Disability Income Insurance. Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. Professional designation reimbursement programs. Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.

Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting “career changers” - these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is required; we have a robust training and development program. A successful applicant has experience in business development or sales, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures. The Financial Advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Maintain flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Requirements: BA or BS degree from a four year institution preferred 2+ years of Sales/ Business Development experience Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. Job Type: Full-time Pay: $80,000.00 - $200,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance Compensation Package: Bonus opportunities Commission pay Uncapped commission Schedule: Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 6 years (Preferred) Work Location: Hybrid remote in Carlsbad, CA

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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. 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.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 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. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto 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. 5. 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. 6. 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 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 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, 2023. 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, 2023. 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 $1,200.95 billion at December 31, 2023 (including $182.34 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 AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

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.

Candidates must be located in San Diego or willing to relocate without relocation support and Voyant will not sponsor work visas. We are seeking to hire a sell-side equity research analyst. Responsibilities include financial statement analysis of public companies, financial modeling, writing research, client consulting, and maintaining client relationships. The equity research analyst will work with the team to identify and analyze public companies for research coverage. The analyst will hold primary responsibility for companies under their coverage universe. This position is a great opportunity for candidates looking to transition from accounting to finance and/or interested in entering the finance field for the first time. All analysts are generalists and are exposed to a variety of companies and industries. We are a small company with big clients, thus analysts will have autonomy and the opportunity to make a significant impact from day one. We offer a competitive compensation on target total compensation of $78,000 to $102,000 including base salary of $65,000 to $85,000 plus annual bonus, commensurate with experience. Comprehensive health/dental/vision benefits, 401k, paid vacation, and reimbursement of costs associated with obtaining, acquiring, and maintaining certain professional credentials. As an equity research firm in Southern California, we offer a unique work environment for the finance industry including a semi-casual work attire, in office gym, and a strong commitment to employees' work life balance. This is a full time position in San Diego, CA. Desired Skills and Experience Beyond any other skill or experience this position requires critical thinking, attention to detail, a self-starter mentality, and a desire to learn. The position requires considerable familiarity with financial accounting. Candidates should also have significant interest in/understanding of capital markets. Candidates must be self-motivated problem solvers with the ability to work independently. Strong math, writing, and verbal skills are required. Ideal candidates include the following: - 0 to 3 years of experience - Auditing and/or consulting experience (Big 4 experience is highly valued). - Recent Bachelor's or Master's in finance or accounting graduates with exceptional academic track record. - Course work in intermediate financial accounting is required. - CPA and/or CFA and CPA/CFA candidates - Investment professionals. About this Company Voyant Advisors is a San Diego-based investment research and consulting firm. We employ financial statement and other equity research techniques to assess the reliability of earnings, cash flow, and financial position reported by public companies. Our clients include hedge funds, mutual funds, and pension funds located in the US, Europe, and Asia. Several of the largest hedge funds and mutual funds on Wall Street rely upon our expertise and capability. Job Type: Full-time Salary: target total compensation of $78,000 to $102,000 including base salary of $65,000 to $85,000 plus annual bonus

Job Title: Trade Analyst Company Location: La Jolla, CA Job Type: Full Time/Remote Reports To: Sr. Director of Business Intelligence Company Overview: At Solely, Inc., we are leading innovators in the fruit snack category, pioneering delicious and nutritious alternatives that redefine snacking. We thrive on enabling permissible indulgence, offering guilt-free treats that satisfy cravings while promoting health and wellness. Our commitment to innovation drives us to create wholesome, natural products that cater to the evolving tastes of consumers seeking good-for-you options. With a focus on sustainability, transparency, and uncompromising quality, we are dedicated to making a positive impact on people's lives and the planet. Summary: We are seeking a meticulous and data-driven Trade Analyst to join our team, specializing in CPG trade-related spend. This role is key to ensuring the effective analysis and optimization of trade spend to drive profitable growth across our product lines. The selected candidate will provide valuable insights into trade promotions, pricing strategies, and customer spending behaviors, helping maximize the return on investment (ROI) for our trade programs. This position offers a critical opportunity to influence Solely Inc.'s trade spend strategies and ensure that our innovative, clean food products are supported by efficient, results-driven promotional investments. Key Responsibilities: Analyze trade spend effectiveness across different product lines and channels, identifying opportunities for optimization and cost savings. Track and evaluate promotional programs, measuring ROI and effectiveness to support data-driven decision-making. Monitor customer spending behaviors and pricing strategies to ensure alignment with company objectives. Work closely with finance, sales, and marketing teams to develop trade spend forecasts and ensure budget compliance. Prepare and present trade spend reports, highlighting key insights and recommendations for future promotional activities. Assist in the development of long-term trade strategies to optimize promotional investments and drive profitable growth. Stay up to date on industry trends, customer behavior, and competitive activity to inform trade spend strategies. Qualifications: Proven track record in trade spend analysis or a similar role within the CPG or food & beverage sectors. Strong analytical, problem-solving, and attention-to-detail skills. Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment. Self-starter with excellent collaboration skills across cross-functional teams. Advanced proficiency in Excel and data analysis tools, with experience using trade promotion management (TPM) software. Bachelor's degree in Finance, Business, Economics, or a related field. 3+ years of experience in trade spend analysis, promotional analysis, or related fields in the CPG industry. Strong understanding of trade promotions, customer pricing, and the impact of promotional activities on profitability. Experience with trade spend management tools (e.g., TPM systems) and ERP systems. Advanced Excel skills and proficiency with data visualization tools (e.g., Power BI). Strong communication and presentation skills, with the ability to provide actionable insights. Benefits: Health, dental, and vision insurance. 401(k) plan Paid time off and holidays.

About the job If you're excited about making an impact, shaping the future of Luna Grill, and growing your career in a fast-growing, dynamic environment, we want to hear from you! Apply today and let's create something amazing together. At Luna Grill, we're not just serving up bold Mediterranean flavors, we're on a mission to inspire better food choices and create an environment where people truly thrive. As a fast-growing, purpose-driven brand, we're building something special: a company that puts people first and makes an impact in the communities we serve. Ready to Make a Difference? Here's Your Moment. As Luna Grill's Financial Analyst, you will play a pivotal role in driving the future of our rapidly growing brand. You'll take charge of turning data into actionable insights that fuel smart decision-making, empower our leaders, and help us continue our growth trajectory. If you're a numbers enthusiast who thrives on making a real impact-this role is for you. Why You'll Love This Role: Be the Game Changer: Your expertise will influence critical decisions that drive our business forward, shaping the success of Luna Grill. Ride the Growth Wave: We're expanding fast, and you'll be at the center of it all, contributing to exciting new opportunities and challenges. Collaborate with a Rockstar Team: Work alongside a high-energy, passionate crew who loves to innovate and win together. Live Our Culture: We're all about being Social, Transparent, Positive, and Prideful. Every day, we embody our values to make Luna Grill a great place to work. Purpose-Driven Work: At Luna Grill, it's not just about numbers-it's about fueling growth with integrity, heart, and purpose. Competitive Pay: We value your skills-and we compensate accordingly. You'll love what you do and what you earn! What You'll Do: Turn Data into Strategy: Analyze performance trends, key metrics, and financial results to uncover actionable insights that steer our business forward. Guide Decisions with Confidence: Deliver detailed weekly and monthly financial insights to keep us aligned with our big-picture goals. Spot Opportunities: Dive deep into marketing campaigns, product tests, and new initiatives to find ways to maximize ROI and drive growth. Collaborate Across Teams: Work with departments across the business to provide the analytical support that fuels the expansion of Luna Grill. Support Strategic Growth: Be a key player in budgeting, forecasting, and the planning process that powers our continued success. What We're Looking For: We're seeking an ambitious, analytical thinker who is ready to dive in, solve problems, and turn numbers into meaningful strategies. You're the perfect fit if you: Thrive on Problem-Solving: You love tackling complex challenges with a strategic and sharp mindset. Communicate Clearly & Confidently: You can easily explain financial insights to all levels of the organization. Juggle Multiple Priorities: You can navigate a fast-paced, high-growth environment with ease. Excel with Financial Tools: You're highly skilled in Excel and financial modeling, with bonus points for experience with Business Intelligence tools! Understand the Industry: Experience in the restaurant or retail industry is a plus, but not a deal-breaker. We value fresh perspectives! What You Need to Succeed: Degree: A Bachelor's in Accounting, Finance, or a related field. Experience: 1-3 years as a Financial Analyst (preferably in multi-unit restaurants or retail). A Work Environment You'll Love: San Diego / Carlsbad HQ: Enjoy sunshine, ocean breezes, and a work environment that fosters collaboration and creativity. High-Growth Excitement: Every day brings new challenges and opportunities in a fast-paced environment. Innovative Culture: We believe in transparency, teamwork, and creating a workplace that empowers everyone to grow. Room to Grow: Luna Grill is expanding quickly, and we're offering you the chance to grow with us-both professionally and personally. Dog-Friendly Office: Bring your four-legged coworker! We love having pets around to keep the good vibes going.

Contract Duration: 6-12 months San Diego, CA (Onsite) You will own the process of generating key reports, visualizing data, ensuring data quality, and collaborating with various teams to improve sales effectiveness and revenue growth. Key Responsibilities: Data Modeling & Analytics Enablement Utilize historical data and trends to accurately forecast future business outcomes. Design optimized data models to support revenue forecasting, financial planning, and sales performance analytics. Enable self-service analytics by developing datasets for BI tools like Looker, Power BI, or Tableau. Apply machine learning models, when appropriate, to derive deeper insights and enhance forecasting accuracy. Performance Optimization & Data Governance Improve query performance using indexing, partitioning, and caching strategies. Ensure data quality, governance, and compliance (GDPR) Business Collaboration & Strategic Insights Partner with Finance, FP&A, and Sales Ops to translate business needs into scalable data solutions. Support executive decision-making with data-driven insights on revenue, profitability, and sales performance. Innovation and Documentation Drive automation and process improvements to reduce manual reporting efforts. Document all processes, etc. Required Qualifications: Bachelor's degree in a quantitative field (e.g., Business, Finance, Economics, Mathematics, Statistics, Computer Science) or equivalent experience. Proven experience (3+ years) in a business operations, data analysis, or sales operations role, preferably in a SaaS environment. Strong proficiency in Excel, including advanced formulas and data manipulation techniques. Experience with project management and communication tools such as Confluence, JIRA, and Slack Strong data storytelling skills and visualization experience. Experience working in cross-functional teams supporting finance, accounting, or business intelligence functions. Strong communication and presentation skills, with the ability to effectively communicate complex data to both technical and non-technical audiences. Ability to work independently and as a part of a team Preferred: Experience working with CRM databases (Salesforce, Netsuite, or UKGdata sources preferred). Experience with relational databases, SQL (experience with Snowflake, Databricks) preferred. Experience using Microsoft Power BI for data visualization in a financial or corporate setting. Strong attention to detail with the ability to monitor data accuracy and reliability throughout the various phases of the data pipeline. Applicants should apply via The Mice Groups Inc. website (******************* or through this careers site posting. We are an equal opportunity employer and value diversity at The Mice Groups Inc. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. The Mice Groups Inc. values your privacy. Please consult our Candidate Privacy Notice, for information about how we collect, use, and disclose personal information of our candidates. Privacy Policy One of the basic principles The Mice Groups follows in designing and operating this website is that we ask for only the information we need to provide the service you've requested. The Mice Groups does not currently collect personal identifying information via its website except (i) to the extent that you provide this information in an online job application and (ii) to the extent that your web browser provides personal identifying information. The Mice Groups will use your personally identifying information solely for the purpose for which you submitted the information. The Mice Groups may, however, aggregate certain elements of your personal identifying information with the information of other users of our website to analyze the usefulness and popularity of various web pages on its website. The Mice Groups reserves the right to change this policy at any time by posting a new privacy policy at this location. Questions regarding this statement should be directed to *******************

We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team. Why Aldrich Wealth Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow. Check out more about Aldrich at **************************** You'll Get a Chance To * Develop customized, comprehensive financial plans designed to help clients achieve their goals. * Work directly with clients to gather information and present financial plans, including tailored recommendations. * Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed. * Build rapport with clients and potential clients with the goal of building a lasting relationship. * Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. * Manage and prioritize team workflows and identify opportunities to improve team efficiency * Advance the utilization of the financial planning software(s) and other technologies Requirements What You Bring to the Team * Minimum of 6 years of experience in financial planning * Bachelor's degree from an accredited college or university * Experience with financial planning software * CFP or PFS designation required * Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios * Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney * Excellent analytical, strategic thinking and problem-solving skills How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: * Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care * Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing * Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave * You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary. For a full summary of our benefit offerings, check out Life at Aldrich here. What You Should Know This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume describing how you meet the minimum qualifications and desired attributes. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-HYBRID

Full-time Description We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team. Why Aldrich Wealth Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow. Check out more about Aldrich at **************************** You'll Get a Chance To Develop customized, comprehensive financial plans designed to help clients achieve their goals. Work directly with clients to gather information and present financial plans, including tailored recommendations. Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed. Build rapport with clients and potential clients with the goal of building a lasting relationship. Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Manage and prioritize team workflows and identify opportunities to improve team efficiency Advance the utilization of the financial planning software(s) and other technologies Requirements What You Bring to the Team Minimum of 6 years of experience in financial planning Bachelor's degree from an accredited college or university Experience with financial planning software CFP or PFS designation required Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney Excellent analytical, strategic thinking and problem-solving skills How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary. For a full summary of our benefit offerings, check out Life at Aldrich here. What You Should Know This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume describing how you meet the minimum qualifications and desired attributes. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-HYBRID Salary Description $90,000-$110,000

Our firm is an established, fee-only RIA located in North County, San Diego, carefully managing approximately $250 million. We take great pride in helping over 100 high-net-worth families across 30+ states successfully navigate retirement and avoid overpaying the IRS. Clients choose us for our expertise in retirement and tax planning and stay with us because of the outstanding service and high-quality advice they receive. We have built a strong reputation for excellence and are widely acknowledged for our award-winning planning team, which is committed to putting our clients' interests first. As a small, collaborative team, every role is uniquely important, and we consistently support one another to ensure nothing slips through the cracks. We are seeking an Associate Financial Planner to support our planning team and clients and contribute to our continued rapid growth. You will collaborate closely with our planning team, learning from them and engaging in several key areas such as: Data gathering and analysis Developing financial planning recommendations, researching, and resolving complex cases Responsibilities around reporting, meeting preparation, client service, plan implementation, and anything else that may help to move the business forward. You bring a strong understanding of financial concepts, a deep commitment to doing what's right, and a passion for helping people. You can work autonomously, hold yourself accountable, and have a keen eye for detail. Your resourcefulness and dedication to tasks and deadlines ensure you thrive in a fast-paced environment. You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they've come to expect. You love systems and processes and are always looking for ways to create efficiencies. Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in retirement planning! Responsibilities will include: Support the planning team in their preparation of well-polished documentation and presentation materials for meetings Review and organize AI meeting notes on topics covered, changes in clients' needs, and action items Schedule action items in CRM and other databases as necessary Complete all action items utilizing firm workflows, processes, procedures Assist in financial plan development, including data entry, research, and monitoring for necessary updates Generate reports using Orion, Salesforce/Quivr, Fidelity, Holistiplan, etc. Collaborate with clients' other professionals, i.e., attorneys and CPAs, to obtain and communicate necessary information Prepare financial forecasts, cash flow projections, and goal projections Research complex situations, set client expectations, and take proactive steps to resolve inquiries Proactively monitor custodian and internal alerts dials for relevant client updates Ensure accuracy and continuity of client data across multiple platforms We are looking for a candidate who has: Bachelor's degree required, preferably in finance, financial planning, or a related field 1-3 years of progressive experience in the wealth management industry, supporting one or more financial advisors preferred Industry licenses and/or CFP designation (or expectation to obtain quickly) Familiarity with industry-specific software (eMoney, Holistiplan, Orion, Quivr) preferred Experience working with Fidelity as custodian preferred Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player Demonstrated ability to communicate professionally (written and verbal) Excellent organizational and relationship-building abilities Proven ability to multitask, delegate, and manage a busy workload What we offer: Competitive base salary with bonus potential 401(k) with match Health insurance (medical and vision) PTO and paid holidays Ongoing career development, including training/certification/licensing reimbursement Define career track with opportunities for growth Remote work flexibility on Fridays Company provided laptop, workstation, and necessary remote work materials If you're passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, we'd love to hear from you!

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Restaurant & Hospitality Finance (RHF) is a rapidly expanding initiative within MUFG's Global Corporate & Investment Banking Group. The team finances larger restaurant sector Franchisors, Operating Companies and Franchisees, with particular focus on Quick Service and Fast Casual national brands. In addition, the group has recently launched an initiative to lend to mid-size hotel franchisees operating under large well known national brands. An integral part of the RHF team, the Analyst will assist in the management of major client relationships by providing financial analysis, marketing and operational support to Global Relationship Managers ("GRMs") heading business development efforts. The position will require credit analysis on proposed deals, staying abreast of client financing plans, and monitoring of portfolio exposures. The Analyst will handle the operational aspects of business origination such as analyzing portfolio profitability, keeping track of documentation, drafting pitch books, performing follow-through related to the deal origination process, preparing economic capital analysis, KYC coordination, etc. Position will be based at 12760 High Bluff Drive, San Diego CA. Major Responsibilities: * GRM Support - The Analyst will support business development alongside the GRM(s), providing support where needed including industry research, marketing material production, coordination with product areas, as well as other activities as identified by the GRM(s). Key aspects of the job include: * Conducting due diligence related to prospective and existing clients * Reviewing new business opportunities, preparing and submitting materials used for screening new deals with senior management for approval * Developing of client marketing presentations and pitch materials under the direction of the GRM(s) * Maintaining the Salesforce Database * Coordinating transaction closings with back and middle offices * Attending client meetings when appropriate to observe the GRM(s) to develop working knowledge of relationship management * Preparing call reports for review and comment by the GRM when the Analyst attends the client meetings * Assisting with periodic senior management reporting such as quarterly business updates, financial reporting, annual account planning, etc. * Risk and Credit Analysis - Undertaking detailed new opportunity preliminary financial analysis and transaction diligence, including reviewing financial models and financial statements with senior RM * Reviewing credit applications, including summaries of expected financial results and risk analysis for submission to risk and control functions * Reviewing and analyzing transaction term sheets and documentation with a focus on understanding credit features and covenants in financing documentation * Ownership and management of processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists * Product Liaison - Liaison with various product areas on GCIB transactions to help develop more extensive knowledge of MUFG's product capabilities. Integrate developing product knowledge into draft presentations and transaction memos Qualifications - External * 1+ Year Corporate Banking related work experience is a decisive asset * Credit experience or background i.e., a formal bank credit training program is a plus * A BA/BS degree or equivalent required. Banking or related experience is preferred * PowerPoint Presentation skills, experience with Excel modeling and Bloomberg * Proficient in MS Office, Excel, Word, and PowerPoint * Previous exposure to accounting and finance (classes) preferred * Understanding of * Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment * Strong written and verbal communication skills with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistance * Capacity to consistently communicate professionally, tactfully, and effectively with clients, third party advisors, and colleagues * Demonstrated ability to work under pressure in a high-intensity environment and effectively manage/prioritize and deliver on multiple streams of workflow while maintaining high degree of attention to detail and accuracy in all respects The typical base pay range for this role is between $100K - $110K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Minimum Requirements: Matric 3-5 years work experience A tertiary qualification at NQF Level 7 (law, commerce, accounting) A valid Drivers License Clear Criminal and Credit Record Excellent Communicator Tech Savvy Entrepreneurial spirit #TrulyMutual Benefits: * A structured learning program navigating your way towards becoming a seasoned and qualified financial professional * An exciting and challenging career path with options for specialisation * Unlimited earning potential on commission, when you consistently implement what you have learned * Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients * Product Specialist support * Company Laptop * Access to revamped modern office space with meeting facilities * Back-office support * Rewards and recognition for outstanding performers Do you have what it takes to work for a leading financial service? Apply now. Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly Skills Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education Bachelors Degree (B), High School (Grade 12) (Required) Closing Date 30 July 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

San Diego, California;Riverside, California; Irvine, California; El Cajon, California; Brea, California; San Diego, California; Newport Beach, California; La Quinta, California; Palm Springs, California; Redlands, California **Job Description:** *******Please note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed******* 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; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. **We'll help you** - **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. - **Get training and one-on-one coaching** from Academy managers who are invested in your success. - **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role. - **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. - **Provide end-to-end comprehensive advice,** deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. - **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. **As a Financial Solutions Advisor Stage I, you can look forward to** - Unlimited potential for financial growth. - A strong referral base from across the business through our relationship with one in every two households. - Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. - Robust marketing support to reach wider audiences with greater appeal. - Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. - Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. **We're a culture that** - Believes in responsible growth and has a proven dedication to supporting the communities we serve. - Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. - Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. - Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. **Required Qualifications:** - Sets and accomplishes goals, achieving whatever you put your mind to. - Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. - Communicates clearly and confidently with clients from all walks of life. - Works well with others and collaborates productively to get things done. - Can manage complexity, prioritize tasks and execute in a fast-paced environment. - Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. **Desired Qualifications:** - Strong computer skills with an ability to multitask in a demanding environment. - A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *******Please note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed******* **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.

Application Deadline: Open Until Filled Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders. Responsibilities Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta's member competencies. Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments. Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year. Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority. Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP. Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures. Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication. Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same. Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent. Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training. Represent the financial interests of the chapter by serving as an active member of the chapter's advisory board and ex-officio member of the affiliated house corporation (AHC). Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise. Expectations This role requires five to 15 hours per week on average. Travel: Volunteers in this role will be expected to travel up to two days per year. Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter. Complete all Fidelity volunteer online lessons and OmegaFi training. Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment. Attend all advisory board meetings, retreats and calls. Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats. Respond to all communication within 48 hours. Pay annual international alumnae dues or be a Life Loyal member. To check if you are in good standing, login at GammaPhiBeta.org > Member > My Profile. On the first tab, if your paid through date is blank or if the date is in the past, you have not yet paid this fiscal year. If you are Life Loyal, you have paid for life and are in good standing! Preferred Competencies and Experiences Self-awareness of strengths, challenges and motivation for volunteering Effective, clear and timely written and verbal communication Desire to mentor and coach collegiate women Knowledge of financial best practices Knowledge of Gamma Phi Beta policies, procedures and plans Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies

*Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office just expanded and moved into new office space. We are growing and looking to add Advisors to the firm! Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwestern provides all of the training, mentoring, start up costs associated with starting a business. The role of a Financial Advisor is to help people accomplish their most important financial goals more efficiently. Your role will be to consult with clients and implement the necessary products and services. This career is not based on one-size fits all solutions but rather on a consultative approach to understanding and building relationships with clients. We offer insurance planning, investment planning, estate planning, and business planning. Our best advisors are career disturbed for one of a few reasons. They want to have a bigger impact, they're capped financially, they want more growth opportunities or they want more control of their life. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: · Provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. · Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success. · Maintain flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. · Develop a career that provides the opportunity to improve the lives of people in our community, coupled with substantial income potential. The Greater Southern California marketplace is the number one marketplace nationally for our company and our office is growing rapidly. Northwestern Mutual emphasizes a developmental culture and we strive to find individuals who are committed to high levels of growth and success in every area of their lives. Some of our accolades include: · Fortune 100 Company · Number one "World's Most Admired" company by Fortune magazine for over 25 years · Named one of the “50 Best Companies to Sell For” by Selling Power magazine · Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine · Top 10 independent broker-dealer We offer a comprehensive compensation and benefits program which includes: · Unlimited Income Potential · Leadership Opportunities · Sponsorship of Licensing/Credentialing · Significant Development Stipends · Medical/Vision/Dental Coverage · Two fully funded retirement plans; Pension Plan and 401(k) Desired Skills and Experience: BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. 3 years sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. Job Type: Full-time Pay: $80,000.00 - $200,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Retirement plan Vision insurance Compensation package: Bonus opportunities Commission pay Signing bonus Weekly schedule: Monday to Friday Work setting: Hybrid remote Office COVID-19 considerations: Hybrid environment Ability to commute/relocate: La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: business development or sales: 3 years (Preferred) Work Location: Hybrid remote in La Jolla, CA 92037

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Skills Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 22 April 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

divp style="text-align:left"bJob Description:/b/pp style="text-align:inherit"/pp style="text-align:inherit"/ppspan class="emphasis"b*****Please note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed*****/b/span/pp/pp 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; FINRA. /pp/pp At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. /pp/pp Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. /pp/pp At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!/pp/pp At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. br/br/If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's bAdvisor Development Program/b and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning bAcademy at Bank of America/b, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. bThe Academy/b offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. br/br/As a bFinancial Solutions Advisor Stage I (FSA I)/b, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of developmentbr/br/Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. br/br/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 your position requires SAFE Act registration, you will be 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 your immediate termination. br/br/bWe'll help you/bbr/• bBuild a successful career /bat Bank of America through world-class training and on-boarding programs that set you up for success. br/• bGet training and one-on-one coaching/b from Academy managers who are invested in your success. br/• bGrow your business knowledge/b by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. br/• bEarn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses/b (63 amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your bSIE/b within 30 days of being hired amp; your bSeries 7 amp; 66/b within 120 Days - a requirement for the role. br/• bBuild your network. /bStarting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U. S. to help eventually grow your business. br/• bProvide end-to-end comprehensive advice,/b deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. br/• bCollaborate with core banking and investment partners. /b Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. br/br/bAs a Financial Solutions Advisor Stage I, you can look forward to/bbr/• Unlimited potential for financial growth. br/• A strong referral base from across the business through our relationship with one in every two households. br/• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. br/• Robust marketing support to reach wider audiences with greater appeal. br/• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. br/• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. br/br/bWe're a culture that/bbr/• Believes in responsible growth and has a proven dedication to supporting the communities we serve. br/• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. br/• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. br/• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. /pp/ppb Required Qualifications:/bbr/• Sets and accomplishes goals, achieving whatever you put your mind to. br/• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. br/• Communicates clearly and confidently with clients from all walks of life. br/• Works well with others and collaborates productively to get things done. br/• Can manage complexity, prioritize tasks and execute in a fast-paced environment. br/• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. br/• Efficiently manages your time and capacity. br/• Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. br/br/bDesired Qualifications: /bbr/• Strong computer skills with an ability to multitask in a demanding environment. br/• A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. br/• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. /pp/pp/ppspan class="emphasis"b*****Please note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed*****/b/span/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bShift:/b/p1st shift (United States of America)p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bHours Per Week: /b/p40p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bspan Pay Transparency details/span/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pUS - CA - Brea - 290 S State College Blvd - BREA BC (CA7151), US - CA - El Cajon - 2930 Jamacha RD (CA0255), US - CA - Irvine - 3881 Alton PKWY (CA7226), US - CA - La Quinta - 78400 Highway 111 - Point Happy (CA0230), US - CA - Newport Beach - 1016 Irvine Ave - WESTCLIFF PLAZA BC (CA6156), US - CA - Palm Springs - 588 S Palm Canyon Dr - Palm Springs Main (CA0151), US - CA - Redlands - 305 E State St - REDLANDS MAIN OFFICE (CA6130), US - CA - Riverside - 6370 Magnolia Ave - MAGNOLIA CENTER BC (CA6127), US - CA - San Diego - 16849 Bernardo Ctr DR - RANCHO BERNARDO BC (CA0163), US - CA - San Diego - 9290 Mira Mesa Blvd - Mira Mesa-scripps (CA0160)p style="text-align:inherit"/pp style="text-align:inherit"/pPay and benefits informationp style="text-align:inherit"/pp style="text-align:inherit"/pPay rangep/pp/p$28. 85 - $33. 65 hourly pay, offers to be determined based on experience, education and skill set. p style="text-align:inherit"/pp style="text-align:inherit"/pPredictable payp style="text-align:inherit"/pp style="text-align:inherit"/pThis role is compensated with a base salary and is not incentive eligible. p style="text-align:inherit"/pp style="text-align:inherit"/pBenefitsp style="text-align:inherit"/pp style="text-align:inherit"/pThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. /div

Northwestern Mutual's, downtown San Diego office is actively looking to grow our team of Financial Sales Representatives. We are one of the top producing offices nationwide and are eager to continue building on our winning culture. Our in-depth sales training program equips sales and business professionals with the education, licensing, and development strategies needed to become successful. (No previous experience in the finance industry is required). We will surround you with resources to help gain financial expertise to confidently provide advice to your clients on investment & insurance options to help clients Save, Grow, and Protect their wealth. As a Financial Representative, you have the opportunity to: Build-Work to build a client base through effective outreach, prospecting, networking, and referrals. Educate-Develop expert knowledge of Northwestern Mutual financial products and market trends through sponsored training, licensing, and exposure to top representatives nationwide. Influence- Present clients with meaningful recommendations to protect, optimize, and grow their assets using expert perspective and influence. Compensation & Benefits: Uncapped performance-based pay in addition to $45K provided to support training and early development in the first 12 months. Average yearly income of the top 25% performers in first 3 years: $137K+ Year 1 $192K+ Year 2 $250K+ Year 3 Expense allowances & residual income per client starting in second year. Paid support for: insurance licensing, SIE, Series 6, Series 63, CFP , and more. Company funded retirement package and pension plan. Competitive and comprehensive medical, vision, and dental plans. Qualifications: You could be right for this opportunity if you have: Bachelors degree and 3+ years of Sales, Account Management, Business Development, or Leadership experience. Entrepreneurial ambitions. Desire for continuous learning within the financial industry. Outstanding communication ability Legal authorization to work in the US without sponsorship Available for flexible on-site work in our downtown, San Diego office.