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Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at Loper District - Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Loper District - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA Meet Our Local Team: Rick Abell, Managing Director: • Time with NM: 30 years., • Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University., • Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $100,000 for childhood cancer research through their annual charity golf tournament.Scott Loper, Growth & Development Director:, • Time with NM: 3 years, • Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard., • Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.Gina Loza, Director of Training, Philanthropy & Events:, • Time with NM: 24 years., • Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art., • Passionate About: Gina enjoys spending time with her two energetic boys (ages 9 and 7) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description You've built a successful mortgage career. Now it's time to own it. Maybe you're producing at a large lender with a recognizable brand. Your clients know your name, but somewhere along the way you became another number.It's time for something different. Trade bureaucracy for ownership. Your voice is heard. Leadership is accessible. Decisions happen quickly instead of getting lost in layers of management. Spend more time closing loans and less time in meetings, having your job dictated to you. An experienced operations and processing team keeps loans moving so you can focus on relationships, referrals, and growing your business. Offer solutions instead of limitations. Access a broader range of loan products so you can recommend what's best for your borrowers instead of working within a limited product lineup. Leave the red tape. Keep the benefits. Enjoy the autonomy to build your business while receiving medical benefits, a 401(k), technology, operational support, and the stability of W2 employment. If you're a successful Residential Mortgage Loan Officer who is frustrated by endless meetings, corporate bureaucracy, limited loan products, or feeling like one small piece of a very large organization, this is your opportunity to build a mortgage career where your relationships, your reputation, and your success truly belong to you. Residential Mortgage Loan Officer – Your Impact As a Residential Mortgage Loan Officer, you will build your business by becoming the trusted mortgage advisor your referral partners and clients rely on. You will: • Develop and grow referral relationships with Realtors, builders, financial professionals, and community partners, • Generate new mortgage business through networking, prospecting, and relationship building, • Educate homebuyers on financing options in a way that is simple, approachable, and easy to understand, • Structure mortgage solutions that meet each client's financial goals, • Manage your loan pipeline while partnering with an experienced processing team to deliver a smooth closing experience, • Stay connected with past clients to generate repeat mortgage business and referrals, • Represent yourself and the company professionally throughout your local market, • Leverage social media and personal branding to remain visible and top of mind with referral partners and clients, • Continue learning mortgage products, lending guidelines, and market trends to remain a trusted advisor Residential Mortgage Loan Officer – You Have (Required Skills, Experience & Team Fit) You have: • Prior experience originating residential mortgage loans, • A proven track record of generating your own business through prospecting, networking, and referrals, • A hunter mentality. You enjoy creating opportunities instead of waiting for them., • A self-starter mindset. You create momentum without someone looking over your shoulder., • A collaborative, team first approach and genuine appreciation for everyone's contribution to a successful closing, • Strong communication skills that help clients understand complex financing options, • Current NMLS licensing and the ability to originate loans in California You might have: • An established Realtor or referral partner network, • An active and engaging social media presence, • A strong personal brand within your market, • Experience presenting at networking events, first time homebuyer seminars, or community events, • Additional licensing in Oregon, Washington, or Idaho Residential Mortgage Loan Officer – Benefits for You Your compensation will be performance based while providing something many mortgage companies don't. W2 employment instead of a 1099 contractor relationship – you get medical insurance benefits and access to 401k. Compensation 100% commission, estimated $85,000 to $350,000 OTE depending on your loan origination volume. You will have the support of an exceptional processing team that is known for simplifying underwriting, delivering fast turn times, and helping you close on time. You will work alongside experienced mortgage advisors who believe knowledge is shared, not guarded, because together everyone wins. If you're looking for someone else to hand you leads, this probably isn't your fit. If you're looking for a company that gives you the products, pricing, processing, technology, and support to help you build a business that's truly yours while enjoying the stability of W2 employment, this could be your next move.

Job DescriptionTax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures. If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity. Location & Flexibility • Open to candidates within ~150 miles of the Bay Area, • Multiple Northern California office locations, • Hybrid flexibility as the standard, • Fully remote considered for top-tier estate/trust professionals What You’ll Be Doing, • Lead and review estate, gift, and trust (fiduciary – 1041) tax engagements, • Provide tax planning and advisory services to high-net-worth individuals and families, • Advise on estate structures, wealth transfer strategies, and trust planning, • Review and analyze complex financial and tax reporting with clients, • Serve as a trusted advisor on both compliance and long-term planning, • Manage client relationships and act as a primary point of contact, • Mentor and develop staff working within the private wealth practice, • Drive efficiencies and improvements across engagement processes, • Stay current on evolving estate, gift, and fiduciary tax regulations What They’re Looking For, • CPA or JD required, • 5+ years of public accounting experience, • Direct experience with estate, gift, and trust taxation (REQUIRED), • Experience working with high-net-worth / private wealth clients strongly preferred, • 2+ years of leadership, mentoring, or supervisory experience, • Strong client-facing, advisory, and communication skills, • Ability to manage multiple complex engagements Why This Opportunity Stands Out, • Top national firm with a strong and growing Private Wealth practice, • Opportunity to focus deeply in estate, gift, and trust work (not diluted with general tax), • Advisory-driven role with meaningful client interaction, • High visibility with firm leadership and influence on engagements, • Flexible work environment with autonomy over schedule, • Clear path to Senior Manager / leadership roles, • Collaborative culture with a strong emphasis on work-life balance Interested or Curious? Even if you’re not actively looking, this is worth a quick conversation—especially if you’re currently doing trust/estate work and want more flexibility or visibility. All inquiries are 100% confidential. Joey Wieger Director of Recruiting 605-601-4597 Joey@solidrockrecruiting.com

Job DescriptionDescription: Type: Full-Time Status: Exempt Location: Fresno, California Schedule: Varies; with the ability to work evenings and weekends Salary Range: $115,000-$189,758 Salary ranges listed above represent good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will depend on several factors including but not limited to, the candidate’s experience and qualifications. Benefits: Medical at $60.00 a month for employees, dependent coverage available at pro-rated additional cost (Kaiser, Anthem Blue Cross and Community Health Care options), 100% employer paid dental & vision, 11 paid holidays, PTO accrual up to 15 paid days annually, California Paid Sick leave, additional sick leave accrual and 403b with company match Employee Background Verification: Five-year annual DOJ Verification Authorization requirement. This policy establishes the requirement for 5-year background checks for employees to ensure compliance with specific grants and its associated regulations. Reports to: Chief Executive Officer Position Summary: The Chief Financial Officer (CFO) is a key member of the Executive Leadership Team and provides strategic leadership and oversight of the organization’s financial operations and overall fiscal health. This role is responsible for directing all financial functions, including financial planning and analysis, accounting, budgeting, compliance, audit, investments, and risk management. In close partnership with the Chief Executive Officer, Board of Directors, and executive leadership team, the CFO develops and implements forward-looking financial strategies that ensure long-term sustainability, growth, and alignment with the organization’s mission. The CFO oversees organizational budgeting, financial planning, reporting, and regulatory compliance, ensuring integrity, accuracy, and transparency of all financial activities. The CFO translates complex financial data into actionable strategic insights, driving informed decision-making across the organization. This role ensures that financial systems, structures, and practices support innovation, operational excellence, and organizational effectiveness. The CFO directly supervises the Director of Finance and finance team, maintaining strong internal operations while fostering an enterprise-wide, forward-thinking perspective. The role also establishes and maintains robust internal controls and ensures the timely preparation of accurate financial statements in accordance with GAAP. As the organization’s primary financial representative, the CFO serves as the key liaison to external stakeholders, including auditors, financial institutions, funders, and investment advisors. The CFO promotes strong cross-departmental collaboration, builds financial capacity among leadership and budget managers, and ensures access to timely, accurate financial information for effective fiscal oversight. This position champions a culture of integrity, accountability, collaboration, and empowerment, aligning financial leadership with the organization’s values, mission, and strategic objectives. Requirements: Essential Duties and Job Responsibilities include the following: · Serve as a strategic advisor to the CEO and Executive Leadership Team on financial planning, organizational growth, and long-term sustainability. · Partner with the CEO and Board of Directors to develop and implement financial strategies aligned with the organization’s mission, strategic plan, and growth objectives. · Lead financial modeling, scenario planning, and risk analysis to inform high impact organizational decisions, including expansion, capital projects, and new program development. · Champion a culture of data-driven decision-making, ensuring actionable financial insights are embedded across all levels of the organization. · Serve as the principal financial liaison to the Board of Directors and Finance, Audit, and Investment Committees-fostering strong governance and transparency. · Responsible for presenting financial reports, forecasts, and strategic insights to the Board with clarity, accuracy, and transparency. · Partner with the Board Treasurer and committee leadership to support and strengthen governance, financial oversight, and policy development. · Interface with and manage relationships with external stakeholders, including auditors, financial institutions, funders, investment advisors, and regulatory agencies. · Serve as the executive authority over all financial operations, ensuring strategic alignment, performance, and accountability across accounting, reporting, compliance, budgeting, and audit functions through the Director of Finance. · Ensure enterprise-level financial reporting reflects the highest standards of integrity, accuracy, and timeliness, in full alignment with GAAP and organizational governance expectations. · Direct and govern the development of the annual budget and long-range financial forecasts, ensuring enterprise alignment between financial planning, strategic priorities, and sustainable funding models. · Oversee the evaluation of financial performance, driving proactive identification of risks and opportunities and implementing strategic actions to sustain financial health and optimize organizational effectiveness. · Provide executive oversight of the organization’s revenue cycle, ensuring efficient billing and collections processes and maximizing all reimbursable revenue streams. · Lead and govern enterprise risk management, establishing strategies and controls to identify, assess, and mitigate financial, operational, and reputational risks across the organization. · Provide executive oversight for the development and oversight of comprehensive internal controls, financial systems, and procurement practices to ensure asset protection, regulatory compliance, and enterprise risk mitigation. · Oversee organizational compliance, establishing systems and controls to ensure full adherence to regulatory, grant, and nonprofit financial requirements. · Provide executive oversight of all audit processes and regulatory filings (including Form 990, 199, and RRF-1), ensuring accuracy, timeliness, and adherence to a standard of no audit findings. · Lead and govern the organization’s insurance portfolio, ensuring appropriate coverage, risk transfer strategies, and alignment with overall enterprise risk management. · Oversee the management of organizational investments, reserves, and financial assets, in collaboration with the Investment Committee and financial advisors. · Direct the development and implementation of strategies for long-term financial sustainability, including reserve management and capital planning. · Provide executive oversight to ensure comprehensive visibility, accountability, and control over all financial accounts and organizational assets. · Partner with Development and senior leadership to align financial strategy with fundraising goals, grant funding, and revenue diversification. · Provide executive oversight and strategic direction for financial aspects of grant proposals, funding opportunities, and revenue innovation, with analysis and execution led by the Director of Finance. · Provide executive oversight to ensure accurate reconciliation of donations, pledges, and financial reporting, delegating execution to the finance team in partnership with Development. · Serve as the executive leader of the finance function, providing strategic direction and direct oversight of the Director of Finance and the broader finance team. · Promote a culture of accountability, collaboration, and continuous improvement within the finance team and across the organization. · Direct and oversee finance staff development and performance frameworks, with the Director of Finance responsible for day-to- day hiring, training, and management of the team. · Ensure the organization’s leadership is equipped with high-quality financial insights and reporting, delivered through the finance team and guided by the Director of Finance, to drive data-informed decision-making. · Direct the development and ongoing monitoring of organizational financial performance metrics, with execution led by the finance team under the Director of Finance. · Provide executive oversight of the preparation and delivery of all financial statements and reports, ensuring accuracy, timeliness, and effective communication to leadership, the Board, and external stakeholders. · Collaborate across departments to strengthen financial literacy, accountability, and alignment with organizational goals. · Direct and govern the organization’s strategic financial initiatives, including capital investments, development financing, NMTC projects, and financial system enhancements. · Attend and support agency-wide and fundraising events. · Lead and participate in department and agency-wide meetings as required. · Maintain ongoing executive-level communication with the CEO regarding financial performance, emerging risks, and critical strategic initiatives. · Perform other duties as assigned. Required Education and Experience: · Bachelor’s degree in accounting required, Master’s Degree in Accounting, Finance, or related field preferred · 7-10 years in financial management with expert knowledge of GAAP · 3 years’ experience with grant compliance and other non-profit accounting · CPA licensure preferred. · Extensive experience in nonprofit financial management, including grant compliance, fund accounting, and regulatory reporting. · Proven experience working with Boards of Directors and Finance/Audit Committees · Demonstrated success in strategic financial planning and organizational leadership. Required Certificates, Licenses, Registrations and Tests: · Possession of a valid California driver's license and proof of liability insurance on personal auto. · Must be insurable at all times at standard rate by MMC insurance carrier. · Must successfully pass a drug, background and Tuberculosis test. Required Knowledge, Skills, and Abilities: · Deep interest in and commitment to the mission and vision of MMC with a sensitivity to domestic violence. · Demonstrated ability to work with sensitivity and without discrimination towards peoples of diverse cultures, races/ethnicities, socio/economic positions, ages, religions, and genders, physical, mental challenges, disabilities, and sexual orientations. · Knowledge of general office practices, procedures, and terminology. Demonstrated ability to use current business software applications, including HRIS and accounting systems, as well as productivity tools, to collate, analyze, and synthesize data and information to provide strategic and operational insights to the Chief Executive Officer and Board of Directors.? · Strong hands-on approach with a high level of self-motivation, discipline, initiative, emotional intelligence, accountability, professionalism, integrity, confidentiality and ethics. Must be flexible, adaptable, a creative thinker and problem solver who is also open to the insight of others. · Work well in a team-oriented environment and collaboratively in cross-disciplinary teams and culturally diverse internal/external constituencies. · Experience in managing supervisors and staff and proven record of motivating team members to achieve high performance. · Knowledge of contract management and experience in organizational effectiveness and operations management implementing best practices, including legal, audit, compliance, budget, and resource development. · Excellent organization and attention to detail.? · Strong project management skills and ability to identify, evaluate, problem solve, think critically, and direct. · A solid grasp of data analysis and performance metrics.? PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Ability to adjust focus – (ability to adjust eye to bring an object into sharp focus.)., • Close Vision – (clear vision at 20 inches or less)., • Oral Expression and Comprehension – frequent., • Speech clarity – frequent., • Hearing – ability to hear instructions - frequent., • Critical thinking – frequent., • Lift up to 35 pounds – occasional to frequent., • Push/pull – occasional to frequent., • Reach with hands and arms – frequent., • Sit – frequent., • Stand – occasional to frequent., • Stoop, kneel, crouch, or crawl – occasional to infrequent., • Repetitive use of hands – frequent., • Fine Dexterity – Both – frequent., • Walk – moderate., • Grasping: simple/light - frequent. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. · Indoors, environmentally controlled. · Normal office noise level.

Job Description Overview All positions are located in Fresno/Clovis CA Opportunities for you! • Consecutively recognized as a top employer by Forbes, and in 2025 by Newsweek, • We’re excited to offer a progressive sign-on incentive and comprehensive relocation package, • Eligible for annual incentive program, • Community University leadership training courses, • Tuition reimbursement, education programs and scholarships, • Flexible Time Off provides freedom to vacation, minus the accrual wait time, • Free money toward retirement with a 403(b) and matching contributions, • Great food options with on-demand ordering, • Free parking and electric charging Commitment to diversity and inclusion is a cornerstone of our culture at Community. All are welcome as valued members of our community. We know that our ability to provide the highest level of care is through taking care of our incredible teams. Learn more on our Benefits page. Responsibilities The Vice President, Financial Planning and Chief Financial Officer (CFO), Enterprise Services is a key member of the finance leadership team, responsible for overseeing the system's financial planning functions—specifically rolling forecasting, long-range financial planning, decision support/cost accounting, and related analysis. The position also serves as the primary financial advisor to Enterprise Services, also known as Shared Services.This role provides strategic and operational leadership to support sound decision-making, financial sustainability, and alignment with CHS's mission and enterprise goals. The Vice President will lead high-impact initiatives, drive cross-functional collaboration, and cultivate a high-performing team to ensure the organization is well-positioned for long-term financial health and physician alignment. Qualifications Educationo Bachelor's Degree in Finance, Accounting, Business Administration, Healthcare Administration, or a related field requiredo Master's Degree (MBA, MHA, or equivalent) preferredExperienceo Significant progressive experience in finance within a large healthcare or complex organization, with at least 5 years in a senior or executive leadership role, requiredo Proven success leading enterprise-level financial planning and analysis functions requiredo Strong track record of managing complex teams, fostering alignment across functions, and delivering results in dynamic healthcare environments requiredLicenses and Certificationso Certified Public Accountant (CPA) preferredo Relevant finance, accounting, or healthcare financial leadership certifications preferred

Job DescriptionBoos & Associates is growing. We were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. As a result, we are seeking a dynamic, customer-focused individual to support our clients as a Work Opportunity Tax Credit Associate. What you will do: You will support clients and internal teams by providing support of the WOTC program, including but not limited to implementation, screening, tracking, and credit calculation. Key responsibilities include: • Handle customer calls and provide accurate information and assistance, • Maintain accurate data entry and records, • Follow established scripts and procedures to ensure consistency, compliance, and performance standards, • Collaborate with team members and departments to resolve complex issues, • Continuously strive to improve service knowledge, communication skills, and customer service techniques. What you will bring to the role: • High school diploma or equivalent, • Bilingual in English and Spanish, required, • Customer service or call center experience preferred, • Ability to work independently with little supervision., • Excellent verbal and written communication skills., • Proficiency in using internal software: Microsoft Word, Excel and other systems., • Ability to multitask and work in a fast-paced environment., • Problem-solving skills and ability to think critically under pressure., • Flexibility to work shifts, including evenings, weekends, and holidays. Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate significant continued opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

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. • 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, • 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, • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred 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 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.

Exceptional Parents Unlimited offers a unique opportunity to join a forward-thinking organization that champions innovation, collaboration, and personal growth. As the Executive Assistant to the President/CEO, you will play a pivotal role in providing high-level support, thoughtful guidance, and strategic insight to executive leadership. We are committed to fostering a supportive, dynamic work environment where you can thrive, contribute meaningfully, and help advance our mission. The Executive Assistant to the President/CEO at Exceptional Parents Unlimited (EPU) provides high-level, confidential, and strategic support to the President/CEO. This role ensures the smooth operation of executive functions, facilitates communication with internal and external stakeholders, and represents the President/CEO in meetings and community engagements. The Executive Assistant is a key partner in advancing EPU's mission through project management and coordination, Board support, and collaboration with EPU leadership, requiring exceptional judgment, discretion, and initiative. • Serve as a liaison between the President/CEO and internal staff, Board members, donors, and external partners including agency leaders and elected officials., • Represent the President/CEO at meetings, community events, and collaborative engagements as needed., • Manage the President/CEO's calendar, travel arrangements, meeting agendas and correspondence., • Draft high level communications, reports, policy briefs, and presentations., • Provide support to Directors at the direction of the President/CEO., • Coordinate Board of Directors meetings, including agenda development, minute taking, and follow up activities., • Maintain governance documents, including bylaws, board records, and committee materials., • Support board member onboarding, engagement, and ongoing communication., • Assist in leading/coordinating cross departmental initiatives on behalf of the President/CEO., • Track progress on organizational goals and prepare performance reports., • Conduct research and prepare briefing materials for executive decision making., • Provide support on grant related tasks, including drafting and editing content., • Handle all sensitive information with strict confidentiality and professionalism., • Serve as a confidential advisor to the President/CEO., • Manage personnel and financial documents with discretion and in compliance with relevant laws and regulations., • Draft, edit, and prepare high level correspondence and public statements on behalf of the President/CEO., • Coordinate donor visits and stewardship activities in partnership with the Development & Communications Department., • Support the President/CEO in public facing communications and agency representation., • Coordinate logistics for retreats, staff meetings, and organizational events., • Maintain executive level filing systems and records in accordance with best practices., • Ensure adherence to EPU standards, policies, and procedures., • Manage records and information in compliance with HIPAA and other confidentiality requirements., • Maintain flexible work hours, including occasional evenings, based on executive and organizational needs., • Perform additional duties as assigned. Requirements Knowledge, Skill, and Experience: Education: - Bachelor's degree in public administration, nonprofit management, or related field required. Skills: This position requires an articulate, professional, and well-mannered individual able to multi-task throughout the day and maintain a calm, organized, and clean working environment; an individual who can troubleshoot, analyze, and problem-solve by seeing the big picture and apply what has been learned to future projects; someone who can interact with the public, answer questions, maintain a professional and positive appearance, and use wisdom and discretion in all interactions with the public; a high level of confidentiality and understanding of handling needs and issues of a sensitive nature. Experience: • 3+ years' experience as an Executive or Administrative Assistant (nonprofit setting preferred)., • 2+ years' experience with entering, compiling, and summarizing data., • Accurate data entry at the rate of 45 WPM., • Strong organizing and coordinating skills., • Professional speaking and personal interaction skills when communicating with staff, board members, valued donors, community partners, vendors, and elected officials in a fast-paced work environment. Bilingual skills are a plus., • Experienced working with and managing email and calendar management software (Outlook and Microsoft Office)., • Experienced in managing logistical needs (travel, etc.) and making changes when necessary., • Experience in creating, composing, and editing written materials, with strong business acumen., • Experienced in analyzing and solving problems and making administrative/procedural decisions and judgments., • Experience in recording and transcribing meeting minutes., • Must hold a valid California Driver's license and have a good driving record with no serious violations for the previous two-year period and be able to provide proof of current automobile liability insurance. Physical Demands: Typical Working Conditions: Position is housed at the main EPU facility. The position requires the ability to sit and work on a computer for extensive periods. Position requires fine dexterity, and repetitive hand and wrist movements. Equipment Used: Computers, printers, telephones, and fax machines. May require operating a personal vehicle or Agency vehicle for local travel. Essential Physical Tasks: Must be able to sit for long periods of time, working with a keyboard and computer screen. This position description may not be an exhaustive list of all duties, knowledge, or abilities associated with this classification; however, it is intended to accurately reflect the principal job elements. Related duties, knowledge, or skills to those expressly stated may also be required for successful performance of the position.

Position Summary The role of technology in legal functions is growing exponentially and allowing legal departments to transform how they improve their processes, increase efficiencies and transform the future of legal services delivery. If you are someone who thrives in navigating the growing legal transformation through a technology lens and partnering with passionate professionals to help companies achieve their objectives; then we would like to get to know you. Apply now! Recruiting for this role ends on May 31, 2027. What you'll do As a Senior Consultant in Deloitte's Legal Business Services team, you will be a part of a team that provides an integrated approach to technology implementations, automation, data wrangling and document extraction and data management and analytics that help legal departments maximize the strategic value to the organization. You will deliver services for companies that streamline their process and increase efficiency by leveraging numerous applications. Responsibilities include: Client Management: Participate in the day-to-day interactions with client's project team members and Deloitte project leadership members. Delivery: Work with a team to optimize tax and legal process, leveraging technology to align tax and legal software with the clients' specific requirements and goals. Solutions: Work with a team to develop and leverage automation and innovative solutions to aid in the efficiency of tax and legal departments. Support: Provide training and software support around day-to-day activities, related to processes and various technologies or situational changes. Project Management: Assist with project management tasks, such as creating workplans, tracking budgeted time to actual hours incurred, writing status reports, and actively participating in status calls. Cross Functional Teaming: Understand and articulate the broader practice and Deloitte overall. Maintain relationships and serve clients holistically. People Development: Participate in the development of team members. Business Development: Participate in and contribute to pursuit teams. The team At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address a corporate tax function's unique needs, requirements and obligations. As technology specialists, we help clients make appropriate technology choices for both direct and indirect taxes across all business cycles that have a tax impact tax. Our team, the largest of its type, offers the necessary combination of skills, methodology and practical experience to help clients with a successful ERP implementation. Deloitte TTC professionals are aligned across our global network of member firms to support our clients' objectives and address their challenges. Our team's multi-disciplinary approach combines tax technical and technology skillsets, enabling greater impact and efficiency within our client's organization. TTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week 3+ years' experience with legal and/or technology solutions Bachelor's degree in technology, business, accounting, legal or related field Experience with one or more of the following: Implementation experience with Agiloft, SirionOne, Icertis or any other CLM (contract lifecycle management) software Experience with document extraction tools, data wrangling tools such as Alteryx, and visualization/BI tools such as Power BI, Tableau or QlikView and others Experience with DocuSign CLM or Salesforce configuration Limited immigration sponsorship may be available Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney (or foreign equivalent) Enrolled Agent PMP (Project Management Certification) Contract & Commercial Management (CCM) Certification Program Certified Financial Analyst (CFA) Procurement/Legal Procurement or SAS Certified Data Scientist Paralegal Certification with a 4-year degree Technical Certifications: Six Sigma (Black Belt and Green Belt) DocuSign (Workflow Manager, E-signature, CLM, etc.) iCertis Thomson Reuters (Legal Tracker, High Q, or Contract Express) Preferred: Advanced Degree in any of the above fields Experience with template rationalization and harmonization, guide or playbook creation and the design of the contracting processes The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, 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 the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 352993 Job ID 352993

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.

Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Manage sales planning for self and for team to drive sales, and achieve designated goals, client experie

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Insurance & Investment Advisor Experience into a Career with Loper District - Northwestern Mutual! Your experience as an Insurance Agent, Investment Advisor, Financial Advisor, or Financial Services Professional has prepared you for an opportunity to make an even greater impact. We're seeking professionals who are ready to build on their industry experience while helping clients create comprehensive financial plans. • Leverage Your Industry Expertise: Your background in helping clients protect their assets, grow their wealth, and plan for the future gives you a strong foundation to provide holistic financial guidance., • Build Deeper Client Relationships: You understand the value of trust and long-term service. At Northwestern Mutual, you'll have the opportunity to strengthen those relationships while helping clients navigate every stage of their financial journey., • Expand the Value You Deliver: Broaden your impact by offering comprehensive financial planning strategies that help clients protect, grow, and preserve their wealth through every stage of life., • Grow Without Limits: Your experience has brought you this far, now take it further. With industry-leading training, mentorship, and support, you'll have the opportunity to continue growing your practice while making a meaningful difference for the clients you serve.Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA Meet Our Leaders: Rick Abell, Managing Director: • Time with NM: 30 years., • Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University., • Passionate About: Rick is a dedicated husband and father to four children—two in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $100,000 for childhood cancer research through their annual charity golf tournament.Scott Loper, Growth & Development Director:, • Time with NM: 3 years, • Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard., • Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.Gina Loza, Director of Training, Philanthropy & Events:, • Time with NM: 24 years., • Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art., • Passionate About: Gina enjoys spending time with her two energetic boys (ages 9 and 7) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is highly preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Northwestern Mutual is seeking a full-time financial advisor in Fresno, CA, to develop personalized financial plans and nurture client relationships. Northwestern Mutual is dedicated to diversity and growth, providing award-winning training and mentorship opportunities for success in the financial i

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Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade). Informs customers of financial responsibility.

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Apex Focus Group partners with research organizations, academic institutions, and brands seeking genuine consumer feedback.We connect individuals with flexible remote research opportunities that help shape products, services, and user experiences.We're inviting individuals from all backgrounds, incl

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We are looking for people nationwide to participate in polls - Apply ASAP!.We offer you the opportunity to earn extra income from home (teleworking) and also to decide your own participation schedule.At this job, you will be performing various tasks such as data entry, performing email response, rev

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Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a pe

Customer Support / Remote] - Anywhere in U.Flexible Hours - up to 25 hours per week / Paid training - As a Customer Service Representative, you will: Communicate with customers via various channels including phone, email, and chat to provide exceptional support and assistance; Resolve customer inqui

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Fresenius Medical Care - 2585 East Alluvial Avenue - Responsibilities: Answering telephone and routing calls; Greet patients and manage reception area; Schedule and register patients and coordinate referrals; Maintain patient records and data entry for admissions/billing; Assist with accounts payabl

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The duties of this position will include participation in decisions that may have a material financial benefit to the incumbent. Perform standard business math, such as calculating ratios and percentages, tracking financial data, and making simple projections;.

We're seeking a positive, self-driven, detail-oriented individual, with a dedication to providing high-quality customer service and accurate data entry.This position will be providing local tax collection and administration services for jurisdictions in multiple states.The individual holding this po

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. This busy insurance and financial services office has a passion to make a difference in the lives of others and

Human Resources Administrative Assistant.The Human Resources Administrative Assistant will provide administrative support to the Cargill HR department.Hours for this position are Mon-Fri 8am-5pm on-site at the Fresno, CA Cargill facility.Start date: ASAP Is primarily a Filing role but other assigned