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Job DescriptionDescription: We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success. Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth. At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work. Check out more about Aldrich at https://wealthadvisors.com/. Requirements: 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., • 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., • Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes., • Advance the utilization of the financial planning software(s) and other technologies What You Bring to the Team • Minimum of 3 years of experience in financial planning, • Bachelor’s degree from an accredited college or university, • Experience with a financial planning software, • CFP® or PFS designation or in the process of obtaining, • 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: 4 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 $80,000-$105,000 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 3 days per week. To Apply Submit your resume describing how you meet the minimum qualifications and desired attributes. #LI-HYBRID

Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment! ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in San Marcos, CA! • Elevate your sales skills: Demonstrate the latest innovations in Sony home cinema entertainment!, • Experience-Driven Earnings: The wage range for this position is $19.00 to $21.00 per hour commensurate with experience., • Weekend Warrior: 20 hours per week; Fridays 3pm-8pm and Saturdays & Sundays 11am-7pm, • Quarterly sales bonuses: Hit those targets and enjoy the rewards!, • W2 employment: Biweekly pay, direct deposit - no fuss!, • Paid training: Master Sony products like a pro!, • 401(k) retirement savings plan with company match: Secure your financial future!, • Paid time off: Take a break and recharge!, • Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology, • Help customers: Provide effective engagement strategies and expert recommendations on home theater gear!, • Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!, • Educate and train store personnel: Equip them with Sony knowledge so they can share it confidently!, • Post-Shift Reporting: Complete surveys with pictures to communicate feedback, • Sales Savvy: Bring your previous sales experience to the table!, • Energized communicator: Channel your high energy into building strong relationships!, • Reliable transportation: You will be commuting to a local Best Buy store, • Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time, • Tech-ready: Your smart device will handle reporting duties. We are an equal employment opportunity employer ActionLink, in good faith, believes that this posted range of compensation is the accurate range for this role at the time of this posting. ActionLink may ultimately pay more or less than the posted range depending on candidate qualifications and locations in CA. This range may be modified in the future. #SONYREPAPP

Job Description POSITION DESCRIPTION Title & Reporting Relationships Position Title: Manager, FP&A Reports to: GM, Finance and Accounting Brand(s): SHG – Outerknown, Firewire Surfboards, and Slater Designs Department: Finance & Accounting Oversees: No direct reports Interactions: SLT, Department Managers Main Purpose and Major Challenges of the Role The FP&A Manager will lead our financial planning, forecasting, budgeting, and performance analysis efforts. In this high-impact role, you will drive data-informed decision-making, optimize cash and resource planning, and serve as a strategic finance partner to senior leadership. You will play a pivotal role in developing and maintaining core financial models, with a particular focus on scenario planning, capital allocation, and cash flow forecasting. This position requires both strategic thinking and executional excellence, with the ability to build models from the ground up, translate financial insights into clear business recommendations, and perform in a fast-paced environment. You will take complete ownership of the FP&A function “end-to-end.” You will be a leader within SHG in operational excellence, teamwork, and professionalism. This position has an in-office requirement of 4 days per week and will require cross-functional meetings in person and virtually. Specific examples of requirements and tasks are outlined below, noting that actual duties may vary. ACCOUNTABILITY: Financial Planning & Analysis • Responsible for designing and creating all financial analysis templates, working with department managers for populating inputs, thoroughly analyzing the results in conjunction with our current business and future plans, and taking ownership of the outcomes, presenting both brand-specific and SHG consolidated reporting, • Lead the end-to-end financial planning process, including annual budgeting, bi-annual forecasting, and multi-year strategic planning., • Design, build, and maintain scalable and dynamic financial models to support P&L forecasting, margin analysis, capital planning, and business scenario evaluation, • Develop and maintain detailed cash flow models (short- and long-term), providing leadership with visibility into liquidity, capital needs, and funding strategies, • Manage monthly financial reporting cycles, including variance analysis and executive-level presentations, and hold accountability for delivering timely results, • Partner with Accounting to ensure effective cash management, working capital optimization, and accurate forecasting of inflows/outflows, • Deliver executive-level insights and dashboards to support performance tracking, key business initiatives, and board/investor reporting, • Evaluate new business initiatives, pricing strategies, investments, and strategic projects from both a profitability and cash flow lens, • Establish and track KPIs that link operational execution to financial performance, • Continuously enhance FP&A systems, processes, and tools for improved efficiency, scalability, and automation, • Perform ad-hoc tasks and other duties as assigned by the GM, Finance and Accounting or CEO ACCOUNTABILITY: Leadership & Cross-Functional Support • Lead the design and creation of SHG’s FP&A function and drive to deliver accurate, timely, and insightful financial analysis, forecasting, and reporting, • Lead cross-functional collaboration with Sales, Marketing, Operations, and other stakeholders to align financial plans with operational goals and key business drivers, • Serve as a trusted financial advisor to cross-functional leaders, helping translate business objectives into financial targets, • Assist in the creation of reporting and presentations to the Board of Directors/Ownership, providing competent financial analysis of Company performance and strategic financial guidance to support business decision-making, • Communicate complex financial information clearly and effectively to both financial and non-financial stakeholders, • Support cross-functional collaboration to ensure accurate inputs and appropriate adherence to budgets and forecasts, • Facilitate cross-functional departmental financial reviews and scenario planning to align budgets, forecasts, and strategic priorities, • Demonstrate a positive and collaborative mindset, • Exhibit a proactive and optimistic approach with a strong commitment to teamwork and a constructive, professional demeanour, • Show adaptability and a solution-oriented attitude with the ability to flex as needed in order to support the changing needs and priorities of the business ACCOUNTABILITY: Personal Measurables • Understand and live the brand’s vision, values, and purpose., • Inspire others to reach their individual and collective potential., • Set an example for the broader organization to follow., • Collaborate and support others., • Drive towards KPI’s and goals. ESSENTIAL SKILLS & QUALIFICATIONS • Bachelor’s degree in finance, accounting, economics, or related field, • Proven experience in building complex financial models, including full three-statement models and scenario-based forecasting tools, • Strong expertise in cash flow modeling and cash management, with a track record of enabling better liquidity planning and capital deployment, • Proficient in Excel and FP&A tools with strong data visualization and reporting skills, • DataRails experience preferred, • Ability to present financial insights clearly and persuasively to executive leadership, • Exceptional organizational and leadership skills, with the ability to manage competing priorities and lead through ambiguity

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at https://aldrichadvisors.com/. Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • Manages risk and financial performance of engagements including billings, collections, and project budgets What You Bring to the Team • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills, • Successful completion of the CPA exam, licensed CPA, JD, or EA How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years, • 6 weeks of Paid Parental Leave 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 compensations 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 also ensures internal equity in all pay decisions. The current estimated salary range for this position is $125,000 - $165,000. 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 goals. For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/. What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available. Candidates must be legally authorized to work in the United States without the need for employer sponsorship Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job DescriptionDescription: As a used car technician at Lexus Carlsbad, you are the critical engine behind our pre-owned sales department. Your primary role is to perform meticulous multi-point inspections and accurate mechanical diagnostics on all makes and model vehicles. Balancing precision with high - velocity workflow, your goal is to safely and properly recondition pre-owned vehicles so they can move swiftly to the sales font line. You will uphold the luxury standards of the Lexus brand by ensuring every vehicle is reliable and flawless. Requirements: 1. High volume production & efficiency • Rapid reconditioning: Work with a sense of urgency to minimize vehicle downtime, turning around used car inspections and mechanical repairs quickly to meet dealership sales goal of a total of three (3) day turnaround from start to finish., • Task management: Prioritize our repair pipeline effectively to maximize your flagged hours and keep the pre-owned manager supplied with ready-to-sell inventory., • Workflow Collaboration: Partner closely with the Pre-owned Sales Manager, Used Car service advisor, and Parts Department to ensure swift approvals and part ordering. 1. Detailed reporting & diagnostic precision • Electronic inspections: Complete comprehensive 360-degree digital inspections using the dealership's designated software, Tekion. Using all media to ensure clear and accurate vehicle reporting., • Accurate fault tracing: Utilize factory scan tools and diagnostic equipment to interpret codes and accurately trace the root cause of mechanical, electrical, or drivability issues., • Transparent documentation: Write legible, highly detailed reports on the repair order, clearly documenting the complaint, casue, and correction., • Estimating: Provide accurate repair estimates and time requirements to the Service Advisor and Used Car Manager so they can evaluate the financial feasibility of the reconditioning process 1. Quality assurance & repair work • Lexus & all-make proficiency: Perform maintenance and repairs on varying makes and models (with focus on luxury and Toyota line), including brakes, suspension, fluid replacement, and engine drivability., • Road testing: Conduct necessary test drives to confirm diagnoses and verify that the repair process resolves the issue., • Safety compliance: Adhere strictly to factory and dealership repair procedures to ensure all safety standards are met before handling a vehicle to a customer Qualifications: GED Experience: 5 years/mid-level Technical background: minimum of 3-5 years of automotive tech experience, preferably in an exclusive luxury franchise or a high volume dealership reconditioning department Certifications: ASE certification is highly preferred. Factory level Lexus training or master level status will be viewed favorably Attention to detail: Strong diagnostic aptitude and desire to fix it right the first time, preventing comebacks Punctuality & organization: Capability to multi-task in fast paced environment while maintaining clean and organized workstation Drivers license: Valid license with clean record

Job Description Embrace a career with purpose at Nice North America, a subsidiary of Nice S.p.A., an Italian multinational leader in Home and Building Automation. Guided by our vision of creating A World Without Barriers, we develop cutting-edge solutions for smart home control, security, door and gate automation, access control, and more to achieve our mission of Simplifying Everyday Movements. Headquartered in Carlsbad, CA, with several R&D and manufacturing centers and offices throughout the region, Nice is committed to innovation that enhances everyday life. Our team thrives in an environment that fosters continuous learning and professional growth where you’ll collaborate with talented and dynamic individuals every day to create groundbreaking solutions. And, as a global leader, we offer award-winning sales and marketing programs, technical support, and CEU training to the industry’s top partners. Our commitment extends beyond technology development; we also proudly support the Gary Sinise Foundation R.I.S.E. program, helping wounded veterans and their families through specially adapted smart homes. A philanthropic endeavor that truly embodies our corporate mission. Summary: The Chief Technology Officer (CTO) will provide strong leadership in the development of the company's technology strategy and roadmap. Responsible for the delivery of cutting-edge, innovative products and systems, the CTO will drive the engineering and development processes efficiently to produce scalable, sustainable, and high-quality technology products and solutions that elevate customer satisfaction and operational excellence. The CTO will ensure that technical resources meet the company's short and long-term needs. We’re seeking a leader with demonstrated operational experience and results to develop the organization capabilities and on-time execution of our key engineering programs. Location: Carlsbad, CA Salary range: $220,000 to $270,000, depending on experience. Primary Responsibilities: • Participate in the definition of the company's technological roadmap with clear execution strategies and plans that support the company’s current growth objectives, • Drive KPIs across the organization to ensure on-time, on-budget and on-quality products and solutions are developed and launched in the marketplace, • Lead the research and development (R&D) of new products and technologies to drive on-time delivery, cost compliance to budget, and competitive advantage, • Collaborate with the Nice North America CEO, the Nice Group CTO and other senior leadership to align the technology strategy with business goals, • Foster a culture of innovation and continuous improvement across the technology teams and constantly explores cost-effective ways to improve the execution of engineering activities, • Direct the technology team's operational management, ensuring efficient decision-making and project execution, • Cultivate a high-performing, agile software development organization through leadership and talent development effectively leveraging internal and external resources, • Ensure that all technology practices adhere to regulatory standards and company policies, • Manage the technology budget to assist in the company's financial planning, • Serve as the primary technology advisor to the company, participating in decision-making at the highest level, • Other duties as assigned Knowledge Skills and Abilities: • Minimum of 10 years of managerial experience with a technical bachelor’s degree or 8 years with a master’s degree, • Previous experience working in industries within or adjacent to the Nice portfolio, • Strong written and verbal communication skills, • Proven ability to set project priorities, establish department/discipline goals and objectives for self and staff, • Computer literacy required, including proficient skills in Microsoft applications (i.e. Excel, Word, PPT, etc.), • Strong attention to detail, • Positive attitude, self-motivated and eager to succeed Supervisory Responsibilities: • Lead, develop and mentor a team, • Interview, select, and train employees, • Conduct performance evaluations Budgetary Responsibilities: • Analyzing financial information (e.g. revenues, expenditures, and cash management) to ensure all operations are within budget, • Presenting annual budgets to leadership team, • Make budgetary suggestions and execute cost-saving initiatives, • Meet budget submission deadlines Physical Requirements: Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essential functions. • Required to sit, talk, or hear; frequently required to use hands to grip or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl, • Vision and depth perception suitable for utilizing a computer, printer, phone, and keyboard, • Manual dexterity suitable for utilizing a computer, • Sufficient personal mobility and physical reflexes which permits the employee to work in an office setting, • Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation, • Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation, • Travel up to 10-20% of the time, • Light to moderate lifting Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Must be comfortable working in an office environment to include moderate noise levels, • The working area is primarily in an open office setting with reasonable lighting and controlled temperatures ================================================================================================== As thinkers and creators, we look at the world with an open mind, engaging with the possibilities and broadening our perspective in an inclusive way. Disclaimer: The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job. Job incumbents are expected to perform other duties necessary for the effective operation of the position, department, or the business.

Job DescriptionDescription: JOB TITLE: Accounting Advisor STATUS: Non-Exempt/Hourly TYPE: On-Campus REPORTS TO: Regional Student Accounts Manager PURPOSE The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student’s account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus’ Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus. OVERALL JOB RESPONSIBILITIES • Maintain the accuracy of each individual student’s account, • Post quarterly tuition and fees in SIS for every student, • Collect and process the Registration Fee for all incoming students, • Create, review, and update monthly payment plans for current and new students, • Post student’s private payments in SIS, • Process payment reminders and delinquency notices, • Post late fees for student late payments, • Process accounting holds (placing students on academic hold for delinquent payments), • Coordinate accounting holds with IT department, • Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails, • Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office, • Process requests for living expenses, and credit balances, • Timely response and meetings for student questions and concerns, • Accounting financial clearance for externship students and graduates, • Process bank deposits, • Adhere to all State and Accrediting Agencies regulations, • Additional duties as assigned by the Accounting Manager and/or Campus Director OVERALL EDUCATION/QUALIFICATIONS/COMPETENCIES • A minimum of two years progressive administrative experience, • A minimum of one year accounting and/or collections experience, • Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management, • The ability to prioritize, multi-task, and meet deadlines through strong time management skills, • Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate, • Ability to maintain the highly confidential nature of working with financial information, • Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented, • Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives, • Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,, • Always behave in a professional manner in way of appearance, demeanor, and attitude, • Consistently display the highest levels of integrity in all that is done PHYSICAL REQUIREMENTS/ WORKING CONDITIONS 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 accommodations may be made to enable individuals with disabilities to perform the essential functions • Must be able to remain in a stationary position for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others, • Must be able to occasionally function in activities that include walking, bending, squatting, and reaching CULTURE OF CARE Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by: Creating a sense of community in all interactions and communications with students • Identifying problem areas and offering assistance, • Coordinates Student Services assistance as necessary, • Opening up safe conversations for cooperative solutions, • Holding students to standards and goals that will ultimately make them successful in their career DISCLAIMER I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an “at-will” basis. Requirements:

Job DescriptionDescription: We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment. 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 $7 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 https://wealthadvisors.com/. You'll Get a Chance To • Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab., • Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management., • Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency., • Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting., • Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience., • Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.Requirements: What You Bring to the Team Required: • 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA., • Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors., • Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows., • Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts., • Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments., • Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting., • Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting., • Proficiency with Microsoft Office core applications., • Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills. Preferred: • Bachelor's degree in Finance, Business, or a related field., • Experience with Charles Schwab Advisor Center., • Family Office experience supporting trusts, foundations, entities, or multi-generational households., • Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms. 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: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: • 4 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • Paid Sabbaticals and Paid Parental Leave 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 exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program. 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 full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Please submit your resume and cover letter (optional). We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-HYBRID

Job DescriptionDescription: We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client-facing role is responsible for delivering exceptional service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and the ability to build and maintain positive client relationships. This role is essential to enhancing the overall client experience and supporting the ongoing success of our organization. Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth. At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work. Check out more about Aldrich at https://wealthadvisors.com/. You'll Get a Chance To • Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts., • Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures., • Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software, • File client documents and records to the document management system, • Responsible for client workflow actions including setting up and completing recurring actions as needed, • Coordinate annual RMD calculation and distributions, • Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software, • Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed, • Participate in training new Client Services team membersRequirements: What You Bring to the Team Required: • Minimum 3 years of experience in a similar role at a financial services firm, • Strong Microsoft Office skills (Word, Excel, and PowerPoint), • Experience working with RIA Custodians and utilizing a CRM, • Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management, • Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate Preferred: • Bachelor’s degree in Finance, Business, or related degree from an accredited college or university, • Experience with Charles Schwab (Custodian), Salentica Engage (CRM), and Tamarac (Portfolio Management), • Experience with alternative investments and SMAs 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: 4 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 non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary). Salary offered will be based on years of relevant experience and the finalized job title. 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 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Please submit your resume and cover letter (optional). We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-HYBRID

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicab

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required Qualifications, Capabilities, and Skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred Qualifications, Capabilities, and Skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

The Opportunity: As an Aviation Logistics Planner you will have the opportunity to provide senior-level aviation logistics planning and coordination support to I Marine Expeditionary Force (I MEF). This role supports MEU and aviation unit operations by integrating aviation logistics requirements into operational planning, training, and execution. The Aviation Logistics Planner serves as a senior advisor, ensuring aviation logistics considerations are synchronized with operational timelines and mission objectives. Responsibilities: • Provide senior-level aviation logistics planning support to I MEF and subordinate aviation units., • Plan and coordinate aviation logistics requirements supporting exercises, deployments, and training events., • Integrate aviation logistics considerations into operational plans, schedules, and execution timelines., • Coordinate with aviation units, installation support agencies, and external stakeholders to support aviation operations., • Support planning for off-installation aviation operations, including airfield coordination and logistics support., • Track aviation logistics requirements, risks, and mitigation actions., • Provide aviation logistics input to planning conferences, working groups, and after-action reviews., • Advise leadership on aviation logistics readiness and supportability., • Operate independently while delivering senior-level aviation logistics expertise. Qualifications: • Bachelor's degree in Aviation Management, Logistics, or related field (or equivalent experience)., • 10+ years of experience in aviation logistics planning or support within a DoD environment., • Demonstrated experience supporting MEU, aviation unit, or expeditionary aviation operations., • Strong understanding of aviation logistics processes and coordination requirements., • Proficiency with Microsoft Office applications and planning tools., • Ability to operate independently and advise senior leadership., • Active Secret clearance. Preferred Qualifications • Experience supporting MEF-level or Joint aviation operations., • Familiarity with aviation exercise planning and execution., • Prior military aviation logistics background. What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by a higher purpose to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You'll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground in your career and in our legacy. Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. The proposed salary range for this position is: $81,200 - 170,600 USD CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.

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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades, • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation, • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports, • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires, • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation), • Prioritize daily work, track progress for current work, and consistently meet deadlines, • Maintain and foster team culture Required qualifications, capabilities, and skills • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment, • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam, • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Come to work for a company you can be proud to represent...and enjoy fantastic, comprehensive benefits. The hiring range for this position is $154,000 to $220,000 annual salary and includes incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Middle Market Senior Commercial Real Estate Relationship Manager Ideally seeking a candidate within the Irvine area but open to considering candidates in Carlsbad and/or Pasadena with the expectation they will be covering the Irvine market as needed. Position Summary Develops and manages relationships with commercial clients in assigned business segments with complex clients and prospects. Viewed as a trusted advisor to clients and can manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. Requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer holistic banking solutions (i.e. loans and treasury management) based on specific needs. May specialize in specific industries such as Transportation, Manufacturing, Distribution, etc. Major Responsibilities Drive both personal and team's development of new business for companies with annual revenue of no less than $50MM and ongoing credit monitoring of the portfolio. Develop trusted advisory relationships with Owners and Senior Executives of Clients, Prospects and Centers of Influence. Lead and coordinate with bank partners to create and implement a strategy for large and complex Clients, Prospects and Centers of Influence. Collaborate with other Bank partners and communicate new sales and cross selling opportunities. Participate in community activities. Responsible for training, educating, and promoting sound business practices. Provide industry specific knowledge assistance for the vertical. Understand and be proficient on Products and Services to make recommendations to clients based on the needs of its business. Protect the bank by applying sound risk management protocols and adhering to regulatory requirements. Identify opportunities for offering a full range of bank product and services, based on clients' needs; Analyze tactical business challenges related to full-service banking for the vertical. Perform Annual Client reviews; in partnership with any relationship stakeholders, to ensure clients' needs are being fully met. Coordinate with Credit Manager/Credit Team to ensure all necessary documentation is received from the client to facilitate expeditious underwriting. Present credit recommendations for client full banking relationship needs. Communicate and educate current and potential clients on products and services to resolve any business or technical need. Participate in internal and external meetings to build credibility, win new business, enhance relationships and create a perception of bank's products, services and competencies. Other Responsibilities Participates and maintains active roles in pertinent industry trade groups, events and conferences. Participates in civic and community affairs as appropriate. Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws. Education, Experience and Other Skills Required High school diploma or GED required. Bachelor's degree, preferred. 10 years of industry experience. Advanced credit analysis, ability to properly structure and price existing and new loans. Exceptional knowledge of commercial credit guidelines, policies and procedures. Proven track record of success in driving growth in a commercial banking environment. Excellent verbal and written communication skills, ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone. Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organizationsuch as business development, marketing, technology, engagement, and experienced advisorsas you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are or want to become part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student's account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus' Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus. Overall Job Responsibilities • Maintain the accuracy of each individual student's account, • Post quarterly tuition and fees in SIS for every student, • Collect and process the Registration Fee for all incoming students, • Create, review, and update monthly payment plans for current and new students, • Post student's private payments in SIS, • Process payment reminders and delinquency notices, • Post late fees for student late payments, • Process accounting holds (placing students on academic hold for delinquent payments), • Coordinate accounting holds with IT department, • Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails, • Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office, • Process requests for living expenses, and credit balances, • Timely response and meetings for student questions and concerns, • Accounting financial clearance for externship students and graduates, • Process bank deposits, • Adhere to all State and Accrediting Agencies regulations, • Additional duties as assigned by the Accounting Manager and/or Campus Director Overall Education/Qualifications/Competencies • A minimum of two years progressive administrative experience, • A minimum of one year accounting and/or collections experience, • Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management, • The ability to prioritize, multi-task, and meet deadlines through strong time management skills, • Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate, • Ability to maintain the highly confidential nature of working with financial information, • Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented, • Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives, • Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,, • Always behave in a professional manner in way of appearance, demeanor, and attitude, • Consistently display the highest levels of integrity in all that is done Physical Requirements/Working Conditions • Must be able to remain in a stationary position for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others, • Must be able to occasionally function in activities that include walking, bending, squatting, and reaching Culture of Care Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by: • Creating a sense of community in all interactions and communications with students, • Identifying problem areas and offering assistance, • Coordinates Student Services assistance as necessary, • Opening up safe conversations for cooperative solutions, • Holding students to standards and goals that will ultimately make them successful in their career Disclaimer I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an "at-will" basis.

Shape the Financial Future of an Award-Winning City What if your next career move allowed you to influence the future of an entire community? The City of Carlsbad is looking for a visionary Finance Director who combines strategic leadership with technical expertise and a passion for public service. You'll join an organization known for innovation, collaboration, and fiscal excellence while leading a nationally recognized finance department that has earned the GFOA Distinguished Budget Presentation Award and Certificate of Achievement for Excellence in Financial Reporting for 28 consecutive years. As Finance Director, you'll serve as a trusted advisor to executive leadership, City Council, and departments across the organization, overseeing budgeting, financial planning, accounting, investments, debt management, technology modernization, and long-range fiscal strategy. Why Carlsbad? At Carlsbad, we believe great people do their best work when they're supported. • Flexible work schedules, including optional 9/80 schedules, • Hybrid/telework opportunities, • A collaborative, high-performing executive leadership team, • Extensive professional development and leadership growth opportunities, • A culture built on innovation, inclusion, coaching, and continuous improvement, • The opportunity to lead meaningful projects that directly improve the lives of more than 115,000 residents We're Looking for Someone Who: • Inspires and develops high-performing teams, • Thinks strategically while remaining hands-on when needed, • Brings fresh ideas and embraces continuous improvement, • Builds strong partnerships across departments and with the community, • Communicates complex financial information in a clear, engaging manner, • Demonstrates integrity, sound judgment, and political acumen, • Thrives in a collaborative, service-oriented environment In This Role You Will: • Lead all aspects of the City's financial operations, including budgeting, accounting, treasury, payroll, financial reporting, and long-range forecasting., • Guide the City's annual budget and multi-year financial planning efforts., • Oversee audits, investments, debt administration, and major financial initiatives., • Partner with executive leadership to develop innovative financial strategies., • Lead technology improvements and modernize financial systems and processes., • Mentor and develop an exceptional finance team while fostering a culture of accountability, collaboration, and continuous learning. Make Your Next Career Move Count If you're an innovative finance leader who enjoys solving complex challenges, developing people, and making a lasting impact on your community, we'd love to hear from you. Join Carlsbad and help shape the financial future of one of California's premier coastal cities.

Vista [084] - Vista, CA 92084 Salary Range $26.21 - $37.13 Hourly Position Type Regular Full-Time Category Classified San Diego Workforce Innovation High School Regular Full Time: Monday - Friday; 8 a.m. - 4:30 p.m. Help Us Change Lives We live by the motto that "There is a Student in Front of Everything We Do" and we are very passionate about it. Do you have a passion to work with students? If so, then this is an exciting opportunity for you! You'll have the opportunity to work with a diverse group of students supporting their growth and development. Remember the person who made a difference in your life? Now it's your turn. How You Will Make an Impact The Student Relations Technician Creates and maintains files related to the management of student records, data input, reconciliation, correspondence and public contact. Will communicate with students and/or parents in appropriate areas of student information, progress, or concerns. Performs a variety of complex and specialized activities related to student records and all compliance issues related to Average Daily Attendance (ADA) and State educational mandates. The JAG Specialist will establish a positive and ongoing supportive relationship with students, families, principals, administrators and school faculty to support students in the JAG MultiYear Program. This list is illustrative only and is not intended to be a comprehensive list of tasks performed by this classification. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. • Collaborates with school counselors, advisors, community resources, and teachers to support and reinforce the curriculum and to consistently build support for academic success, career exploration, goal setting, leadership development, college planning, personal counseling, either directly or through linkages in the community to assist in overcoming barriers to graduation and/or success in the workplace, • Analyzes student data and barriers and confers with the JAG advisory committee (or School Success Team) to identify and develop a pool of qualified students in need of intensive academic support such as tutoring, extended learning, mentoring, and counseling. Students with multiple barriers to success will be candidates for the program, • Deliver the curriculum for the targeted 3545 students in grades 11 and 12; ensure they receive competency in the 37 core competencies through classroom instruction and Project Based Learning, and as many of the 87 total high school competencies during their high school participation in the JAG program, • Administer testing including JAG pre/posttests to students in the classroom and document results in the data management system (eNDMS), • Monitor basic skills improvement (TABE or CASAS); provides academic support and remediation including; access to tutoring, study skills, credit recovery to show gains as students progress toward graduation, • Develop, implement and update monthly individualized development plan (IDP) with all students on the program roster, • Monitors the attendance, credits needed for graduation, college prep course selection, enrollment in AP and dual credit courses, • Serves as a student advocate when collaborating with school staff in developing intervention plans for struggling students and assists in implementing/referring interventions as appropriate, • Advocates for the program and works with school leadership and personnel to create an outreach plan to develop a pool of effective community support resources by working with employers, parents, civic groups, and community leaders to build awareness of and support for this unique program; develop service learning projects, creates a pool of classroom speakers, participates in public relations activities, attends meetings and speaks to community groups, • Conducts parent/family outreach and education activities to the students to strengthen family/school partnerships and facilitate career exploration, college selection and financial planning, • Builds appreciation for teamwork among students, sense of belonging and commitment to service learning among students by organizing and serving as advisor to the Career Association; create opportunities through handson activities, guest speakers and workshops; and organize civic and social development opportunities, • Collaborates in supporting a smooth transition between grades; partners closely with other JAG Specialists to support students through continued participation in high school classrooms as appropriate, • Provides supportive services to program participants for the 12month followup period posthigh school graduation to ensure successful transition to postsecondary education, employment and/or military. If students are nongraduates, JAG Specialists will provide support services to these students to ensure attainment of diploma or GED during the followup period. Employers and/or postsecondary advisors are to be contacted 6 times during the 12month followup period to ensure accuracy of data and continued student support, • Complies with all documentation requirements from Management in a timely fashion including student contacts and activities, employer and community organization contacts, and other groups; develops and maintains a wellorganized filing and retrieval system for the class. Utilizes eNDMS for developing student rosters for the classroom, • Adhere to the JAG Specialist Handbook, • Adhere to the JAG Career Association Handbook, • Provides opportunities for student and graduate activity and engagement throughout the summer, documenting activities using eNDMS, • Participates in staff, district, and statewide meetings, and staff development activities within the building, district and statewide as appropriate, • Perform various schoolrelated functions such as lunch duty; work closely with the school administrator to limit nonJAG Model assignments, • Connect the full cohort of students to and/or organize and lead field trips to higher education institutions, business and industry, and other communitybased activities and events, • Complete special projects and duties as assigned, • Administrative duties, responsibilities, and activities may be assigned or changed from time to time Knowledge, Skills and Abilities: • Ability to analyze complex data and make recommendations impacting program operations and student outcomes., • Ability to work independently while managing multiple priorities., • Ability to exercise discretion in decisionmaking related to which program is an applicable fit for each student., • Ability to establish appropriate boundaries while developing and nurturing supportive relationships with students., • Ability to educate a variety of constituencies and interested parties about the program by developing ongoing relationships and making formal presentations., • Ability to deliver curriculum instruction, projects, and/or other educational opportunities consistent with the goals of the program., • Organizational and planning skills, • Presentation and public speaking skills; Effective writing and verbal skills, • Records management, • Data analysis skills Minimum Qualifications: • Bachelor's degree in social service, counseling, business, education or two years equivalent work experience demonstrating applicable skills in a relevant industry or discipline. Equivalent experience is included in and not separate from total years of professional experience required., • Experience working with students and a knowledge of child development issues., • Experience in secondary and/or postsecondary education settings., • Experience in educational, workforce development, or youth services settings., • Skills in people services, leadership, supervision, and motivational techniques., • Proficient Level of skills in MS Office (Word, Excel, PowerPoint, Outlook), • Ability to travel in performance of job, duties is required. Physical Requirements: • Vision: Ability to read small print and view a computer screen for prolong periods, prepare, or inspect documents and operate office equipment., • Hearing: Ability to hear average or typical conversations and receive ordinary information., • Speech: Ability to be understood in facetoface communication, in person or remote, to speak with a level of proficiency and volume to be understood over a telephone or computer., • Mental Demands: Ability to read, write, understand, interpret, and apply information at a moderately complex level essential for successful job performance; math skills at a high school proficiency level; judgement and the ability to process information quickly; learn quickly and follow verbal procedures and standards; give verbal instruction; rank tasks in order of importance; copy, compare, compile and coordinate information and records. Frequent multitasking, changing of task priorities, repetitious exacting work. Understand how to manage stress. high workflow management, high project coordination, and

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base, • Develop and execute on a business strategy, • Call on potential clients and set meetings to understand their financial goals, • Prepare plans and offer useful recommendations, • Gain exposure to proprietary planning software platforms, • Engage in weekly coaching, training, and development meetings, • Receive Risk Product State Licensing: Life, Accident, and Health, • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? • Full-time student; juniors and seniors preferred, • Entrepreneurial ambitions and curiosity for sales, • Highly involved on campus (leader, athlete, campus orgs, student government, etc), • Excellent time-management skills, • Interest in financial literacy and planning tools, • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue, • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), • Productivity Bonuses, • Support for insurance licensing (life, health, DI, LTC), • Support for SIE, Series 6, Series 63 registrations (eligibility required) For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual? • Fortune 500 company (2023), • Top 100 Internship Programs, Yello x WayUp (2022), • 5.0+ million clients and growing, • $257 billion retail investment client assets held or managed by Northwestern Mutual, • Forbes' Best Employers for Diversity (2018-2021), • Unsurpassed financial strength, • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. Pay Range: USD $500.00 - USD $1,000.00 /Yr.

This is a hybrid role based out of our HQ in Carlsbad, CA. In-office expectation is four days a week. prAna is a purpose-driven lifestyle brand rooted in movement, mindfulness, and connection to the outdoors. We create versatile, sustainable apparel designed for individuals who live actively and intentionally. As we continue to evolve and grow, we are seeking a transformational sales leader to accelerate our wholesale business and strengthen our position in the marketplace. The Vice President of Sales will lead prAna's North American Wholesale business, developing and executing a growth strategy that expands distribution, deepens strategic account partnerships, and drives profitable revenue growth. Reporting directly to the President, this leader will serve as a key member of the executive leadership team, helping shape brand strategy, influence product and marketplace decisions, and ensure strong cross-functional alignment across Sales, Merchandising, Product Creation, Planning, Marketing, and DTC. This role requires a leader who combines strategic thinking with commercial execution, builds high-performing teams, and thrives in a collaborative environment. The ideal candidate brings deep wholesale apparel experience, exceptional relationship-building skills, strong business acumen, and a passion for creating winning outcomes for consumers, customers, and the brand. Drive Wholesale Growth Strategy Develop, simplify and execute a multi-year wholesale growth strategy that supports prAna's long-range business objectives and strengthens the brand's market position. Identify new growth opportunities across channels, accounts, and consumer segments while ensuring alignment with brand equity and distribution principles. Build Strategic Customer Partnerships Develop and maintain executive-level relationships with key wholesale partners, serving as a trusted advisor and strategic business partner. Lead annual business planning, joint growth initiatives, and long-term account strategies that create mutual value and strengthen market presence. Negotiate and secure strategic opportunities that advance prAna's business objectives and consumer reach. Influence Brand and Product Strategy Serve as the voice of the marketplace and customer within the organization by partnering closely with Product, Merchandising, Planning, Marketing, and DTC teams to influence product assortments, seasonal strategies, and go-to-market plans. Lead a High-Performing Team Build, develop, and inspire a culture of accountability, collaboration, and continuous improvement. Coach and develop talent while creating clear expectations and empowering team members to achieve ambitious goals. Deliver Business Results Own sales forecasting, account planning, and revenue targets across the wholesale channel. Monitor business performance and proactively identify opportunities and risks. Drive disciplined execution and operational excellence to achieve revenue, margin, and profitability objectives. • A strategic and commercially minded leader who sees opportunities where others see challenges., • Optimistically aggressive in pursuing growth while maintaining strong relationships and brand integrity., • A builder who thrives in dynamic environments and is energized by transformation., • Highly collaborative and influential, with the ability to align diverse stakeholders around a common vision., • A strong communicator who can move seamlessly between executive strategy discussions and customer-facing conversations., • A leader who balances accountability and compassion, creating high-performing teams that consistently deliver results., • 15+ years of progressive sales leadership experience within the apparel, active, outdoor, or lifestyle industry., • Proven success leading and growing wholesale businesses with national accounts, specialty retailers, and strategic distribution partners., • Deep understanding of apparel merchandising, product creation, marketplace dynamics, and wholesale business models., • Demonstrated experience developing long-range business strategies and translating them into measurable results., • Strong executive presence with the ability to influence internal and external stakeholders at all levels., • Experience leading teams through growth, change, and organizational transformation., • Strong financial acumen, including forecasting, planning, and profitability management., • Bachelor's degree in Business, Marketing, or a related field preferred. Success will be achieved by accelerating profitable wholesale growth while strengthening marketplace health. In doing so, you will build deeper, more strategic partnerships with key accounts and influencing product and go-to-market decisions through strong marketplace insights. You will create a high-performing and engaged sales organization and help shape the future growth of the brand as a trusted member of the prAna leadership team.

Southern California | High-Growth Fast Casual Restaurant Company Build the Financial Foundation for the Next Great Growth Brand An innovative and rapidly expanding fast-casual restaurant company that is redefining the guest experience through exceptional food, culture, and operational excellence. With strong unit economics, a loyal customer base, and an ambitious growth strategy, the company is entering an exciting phase of expansion and is seeking an experienced Chief Financial Officer to help lead the journey. This is a rare opportunity to join the executive leadership team of a highly respected emerging brand and play a pivotal role in scaling the business, building infrastructure, driving profitability, and creating long-term enterprise value. The successful candidate will receive a highly competitive compensation package, performance incentives, and meaningful equity participation, providing the opportunity to share in the value created as the organization continues its growth trajectory. Position Summary The Chief Financial Officer will serve as a key strategic partner to the CEO and executive leadership team, overseeing all aspects of Finance, Accounting, Financial Planning & Analysis, Treasury, Tax, Risk Management, Human Resources, Payroll, and Compliance. The CFO will be responsible for building and leading a scalable financial and people infrastructure capable of supporting rapid multi-unit growth. This executive will provide strategic guidance on expansion, profitability, capital allocation, organizational development, and long-term value creation while ensuring the company maintains the highest standards of financial integrity, tax compliance, payroll compliance, and regulatory oversight. Human Resources and Payroll will report directly to the CFO. The ideal candidate combines strategic leadership capabilities with a hands-on approach and thrives in entrepreneurial, fast-paced, growth-oriented environments. Key Responsibilities Executive Leadership & Strategic Planning • Serve as a trusted advisor and strategic partner to the CEO and executive leadership team., • Develop and execute financial strategies that support aggressive growth objectives and long-term value creation., • Participate in key business decisions regarding expansion, capital investments, market development, and organizational growth., • Provide financial insights and recommendations to improve profitability, cash flow, operational performance, and enterprise value., • Support board, investor, lender, and ownership reporting requirements., • Help establish the financial and organizational infrastructure necessary to support future growth. Financial Planning & Analysis • Lead all budgeting, forecasting, and long-range planning processes., • Develop comprehensive financial models to evaluate growth opportunities, new restaurant openings, and strategic investments., • Build KPI dashboards and reporting tools that provide visibility into company performance., • Analyze restaurant-level economics, labor performance, food costs, occupancy costs, and profitability trends., • Identify opportunities to improve margins, efficiency, and operational effectiveness., • Deliver actionable insights that drive data-based decision making throughout the organization. Accounting & Financial Operations • Oversee all accounting functions, including financial reporting, general ledger, accounts payable, accounts receivable, fixed assets, and month-end close processes., • Ensure accurate and timely financial statements in accordance with GAAP., • Establish and maintain strong internal controls and financial governance procedures., • Lead cash management, treasury functions, banking relationships, and working capital optimization., • Manage annual audits and coordinate relationships with external auditors and advisors., • Ensure financial systems and processes can scale alongside company growth. Tax Compliance & Regulatory Oversight • Oversee all federal, state, and local tax compliance requirements., • Ensure timely and accurate filing of corporate income tax, sales tax, use tax, payroll tax, franchise tax, property tax, and all applicable regulatory filings., • Partner with external tax advisors to proactively manage tax strategy and compliance obligations., • Monitor changes in tax laws and regulations that may impact the organization., • Ensure the company remains compliant across all jurisdictions in which it operates., • Lead responses to tax audits, regulatory reviews, and government inquiries., • Develop and maintain policies and controls that minimize financial and regulatory risk. Human Resources & Payroll Leadership • Provide executive leadership and oversight for Human Resources and Payroll functions., • Directly manage HR and Payroll leadership teams and ensure alignment with organizational goals., • Oversee payroll operations to ensure accurate and timely processing of wages, bonuses, commissions, benefits deductions, and tax withholdings., • Ensure compliance with all payroll tax regulations, wage and hour laws, employment laws, and labor requirements., • Partner with HR leadership on workforce planning, talent acquisition, compensation strategy, benefits administration, employee relations, training, and organizational development., • Develop compensation structures, labor models, and incentive programs that support company growth and financial objectives., • Ensure HR and payroll systems, controls, and reporting capabilities effectively support a rapidly growing multi-unit organization., • Support the development of a high-performance culture focused on accountability, engagement, and leadership development. Growth, Development & Expansion • Partner with development and operations teams to evaluate new market opportunities and expansion initiatives., • Develop financial analyses and return-on-investment models for new restaurant openings and strategic projects., • Evaluate capital expenditures and growth investments to ensure strong financial returns., • Support franchising, licensing, or corporate growth initiatives as applicable., • Build scalable systems and processes capable of supporting significant unit growth., • Serve as a key contributor in future financing events, recapitalizations, acquisitions, or strategic transactions. Capital Markets, Banking & Investor Relations • Manage relationships with lenders, banks, investors, and financial partners., • Support fundraising activities and capital structure planning., • Prepare financial presentations and reporting packages for ownership, investors, and lenders., • Provide financial leadership during due diligence processes, financing transactions, and strategic growth initiatives., • Assist in preparing the organization for future liquidity events or long-term exit strategies. Leadership & Team Development • Build, mentor, and develop a high-performing finance, accounting, HR, and payroll organization., • Foster a culture of accountability, transparency, collaboration, and continuous improvement., • Establish performance metrics and development plans for direct reports., • Create scalable organizational structures that support future growth and succession planning., • Champion a people-first leadership philosophy while maintaining strong financial discipline. Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, or related field required., • CPA and/or MBA strongly preferred., • 10+ years of progressive financial leadership experience, including senior executive-level responsibility., • Prior experience as CFO, VP Finance, SVP Finance, Corporate Controller, or equivalent leadership role., • Multi-unit restaurant, hospitality, retail, franchise, or consumer-facing industry experience required., • Demonstrated success supporting high-growth organizations and scaling infrastructure., • Strong expertise in accounting, FP&A, treasury, tax compliance, payroll administration, and financial controls., • Experience overseeing Human Resources and Payroll functions preferred., • Strong understanding of federal and state employment laws, payroll tax regulations, wage and hour compliance, and risk management practices., • Experience working with lenders, investors, private equity groups, or growth capital partners is highly desirable., • Exceptional analytical, leadership, communication, and presentation skills., • Proven ability to operate strategically while remaining hands-on when necessary. What Makes This Opportunity Different • Executive leadership role with direct impact on company growth and strategy., • Opportunity to help scale one of the most exciting emerging brands in the restaurant industry., • Significant runway for expansion and career growth., • High visibility with ownership and executive leadership., • Meaningful equity participation aligned with long-term value creation., • Ability to build systems, teams, and infrastructure that will shape the future of the company., • Collaborative, entrepreneurial environment where leaders have the autonomy to make an impact.

Shape the Financial Future of an Award-Winning City What if your next career move allowed you to influence the future of an entire community? The City of Carlsbad is looking for a visionary Finance Director who combines strategic leadership with technical expertise and a passion for public service. You'll join an organization known for innovation, collaboration, and fiscal excellence while leading a nationally recognized finance department that has earned the GFOA Distinguished Budget Presentation Award and Certificate of Achievement for Excellence in Financial Reporting for 28 consecutive years. As Finance Director, you'll serve as a trusted advisor to executive leadership, City Council, and departments across the organization, overseeing budgeting, financial planning, accounting, investments, debt management, technology modernization, and long-range fiscal strategy. Why Carlsbad? At Carlsbad, we believe great people do their best work when they're supported. • Flexible work schedules, including optional 9/80 schedules, • Hybrid/telework opportunities, • A collaborative, high-performing executive leadership team, • Extensive professional development and leadership growth opportunities, • A culture built on innovation, inclusion, coaching, and continuous improvement, • The opportunity to lead meaningful projects that directly improve the lives of more than 115,000 residents We're Looking for Someone Who: • Inspires and develops high-performing teams, • Thinks strategically while remaining hands-on when needed, • Brings fresh ideas and embraces continuous improvement, • Builds strong partnerships across departments and with the community, • Communicates complex financial information in a clear, engaging manner, • Demonstrates integrity, sound judgment, and political acumen, • Thrives in a collaborative, service-oriented environment In This Role You Will: • Lead all aspects of the City's financial operations, including budgeting, accounting, treasury, payroll, financial reporting, and long-range forecasting., • Guide the City's annual budget and multi-year financial planning efforts., • Oversee audits, investments, debt administration, and major financial initiatives., • Partner with executive leadership to develop innovative financial strategies., • Lead technology improvements and modernize financial systems and processes., • Mentor and develop an exceptional finance team while fostering a culture of accountability, collaboration, and continuous learning. Join Carlsbad and help shape the financial future of one of California's premier coastal cities.

One team. Global challenges. Infinite opportunities. At Viasat, we're on a mission to deliver connections with the capacity to change the world. For more than 35 years, Viasat has helped shape how consumers, businesses, governments and militaries around the globe communicate. We're looking for people who think big, act fearlessly, and create an inclusive environment that drives positive impact to join our team. The Senior Business Partner is a trusted advisor and thought leader aligned directly to our functional business leaders. Reporting directly to the People Leader for each function, this role sits at the intersection of people strategy and execution. You will partner closely with senior leadership to design and deliver bespoke people strategies that drive organizational performance, capability, and growth. Operating with a high degree of autonomy in a fast-paced global environment, you will balance high-level strategic consulting with the hands-on delivery of core P&C programs. You will translate global people strategies into highly effective functional actions, ensuring consistency, compliance, and excellence in execution while enabling our people to be brilliant. This role reports to the P&C Leader, Engineering. Senior Business Partnership & Coaching • Executive Advisory: Partner with senior leaders to deeply understand business priorities and architect tailored people strategies that maximize engagement and performance., • Leadership Coaching: Act as a critical sounding board and thought partner to senior leaders, driving change management, building leadership capability, and enabling teams to deliver complex business results. Organization Effectiveness & Change Management • Org Architecture: Lead functional organization design, team effectiveness, and workforce optimization initiatives to ensure structures, roles, and processes foster agility and support future scaling., • Transformation Support: Guide senior leaders through business transformations, structural shifts, and ambiguity from an organizational development and process-oriented perspective. Talent & Leadership Development • Pipeline Planning: Partner with Talent Partners, Talent CoE and business leaders to identify, develop, and retain critical, high-potential talent., • Succession & Performance: Lead and execute comprehensive talent reviews, performance management cycles, and succession planning activities to build a sustainable, future-ready leadership pipeline. Collaboration & COE Integration • Unified P&C Delivery: Work closely with specialized P&C Centers of Excellence (COEs) and People Operations to seamlessly implement corporate initiatives (e.g., compensation and performance cycles) across your assigned client groups. Data and Insights (AI-Forward Execution) • AI-Enabled Diagnostics: Leverage advanced AI tools and people analytics platforms to predict talent trends, proactively identify workforce friction, and generate data-driven insights that inform strategic business decisions., • Operational Enablement: Embrace and champion generative AI and modern HR technologies to streamline core lifecycle processes, automate administrative workflows, and elevate overall operational excellence. Culture, Engagement & Insights • Culture Stewardship: Champion company values and inclusion initiatives that elevate the employee experience, promote collaboration, and foster a diverse workforce., • Data-Driven Strategy: Leverage workforce data, analytics, and employee feedback to uncover trends, measure initiative impact, and proactively inform strategic workforce planning. Position Complexity & Supervision • Complexity: Works on and leads projects and programs of significant, unique, and complex scope. Exercises independent judgment, highly advanced concepts, and specialized HR expertise to resolve systemic issues and achieve long-term objectives., • Supervision: Operates with a high degree of independence to define organizational problems, select appropriate methodologies, and execute solutions. Anticipates future talent and functional needs with minimal to no direction., • Leadership/Influence: Contributes as an established thought leader. Constructively challenges norms, articulates future-state visions, and guides others through complex challenges. May train, mentor, and direct the day-to-day work of junior-level P&C staff., • Experience: 10+ years of proven experience as an HR Business Partner or equivalent HR generalist role within a complex, matrixed, and fast-paced global organization., • Education: Bachelor's degree or higher in business, human resources, communications, or a related field (or equivalent practical experience)., • Leadership Alignment: A proven track record of partnering with and influencing senior managers and executives to deliver high-impact people strategies., • OD & Change Acumen: Deep, demonstrable experience in organizational design, driving cultural transformations, and managing complex change initiatives., • Data Literacy: Advanced ability to leverage people metrics and data analytics to diagnose root causes, inform business cases, and guide leadership decision-making., • Soft Skills: Exceptional interpersonal, coaching, and influencing skills, backed by strong commercial awareness of how talent programs drive overall business success., • Prior experience working within the Telecommunications, SATCOM, aerospace, or high-tech industries., • Experience collaborating with international teams, external counsel, or global consultants to align multi-country people practices., • Experience utilizing advanced digital HR toolsets and enterprise platforms (e.g., Workday, ServiceNow). $121,000.00 - $191,500.00 / annually. For specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $150,500.00- $225,500.00/ annually At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. Base pay may vary depending on job-related knowledge, skills, and experience. Additional cash or stock incentives may be provided as part of the compensation package, in addition to a range of medical, financial, and/or other benefits, dependent on the position offered. Learn more about Viasat's comprehensive benefit offerings that are focused on your holistic health and wellness. Viasat is proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, ancestry, physical or mental disability, medical condition, marital status, genetics, age, or veteran status or any other applicable legally protected status or characteristic. If you would like to request an accommodation on the basis of disability for completing this on-line application, please click here.

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

At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it Wells Fargo once again ranked in the top three making us the #1 financial services employer on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. In this role, you will: • Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner, • Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations, • Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures, • Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools, • Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship, • Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines, • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below, • 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of in-branch business banking experience, • 1+ year of experience managing a dedicated book of small business customers across assigned territory, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Experience using strong business acumen to provide financial services consultation to business customers, • Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners, • Customer service focus with experience handling complex transactions across multiple systems, • Knowledge and understanding of retail compliance controls, risk management, and loss prevention, • Ability to educate and connect customer to technology and share the value of mobile banking options, • Ability to interact with integrity and professionalism with customers and employees, • Experience mentoring and peer-coaching others, • This position is not eligible for Visa sponsorship., • This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 3470 Marron Rd., OCEANSIDE, CA 92056 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Pay Range: $30.77 - $45.67 Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement Posting End Date: 14 Aug 2026 • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Senior Banker - Escondido-Oceanside area Vista, California;Oceanside, California; San Diego, California; Vista, California To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vista/Senior-Banker---Escondido-Oceanside-area_26022111-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vista/Senior-Banker---Escondido-Oceanside-area_26022111-2) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vista/Senior-Banker---Escondido-Oceanside-area_26022111-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vista/Senior-Banker---Escondido-Oceanside-area_26022111-2) Job Description: 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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators. 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, 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. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. 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.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship wi

Job Description Exciting Opportunity- Financial Services Professional Do you embody the following traits? • Competitive, • Creative, • Receptive to feedback, • Exceptional communicator, • Committed, • Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: • Medical, dental, vision, life, and disability insurance, • 401(k) and pension plans, • Sales incentives and recognition trips for top performers Compensation- In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension Responsibilities: • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country., • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings., • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives., • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor., • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Carlsbad, CA. Qualifications: • Bachelor's degree preferred but not required., • Strong communication skills and the ability to build relationships are crucial attributes required for this position., • California Life & Health License (sponsored upon hiring)., • Securities Licensing (sponsored upon hiring)., • Applicants must have U.S. work Authorization to apply for this opportunity. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 clients. We're proud to be recognized by the following organizations • Fortune 2024: World's Most Admired Companies, • Handshake 2025: Early Talent Award, • Forbes 2024: America's Best Employers for Diversity, • Seramount: 2024 Best Companies for Multicultural Women

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and

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 cli

You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Training and licensing support: First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members an

Edward Jones is seeking a dedicated Financial Advisor Associate in Carlsbad, California. The role includes gathering client information, tracking progress toward financial goals, and building relationships within the community.

First Command, located in Oceanside, CA, is seeking a motivated Financial Advisor to coach military families on financial planning.

Modern Woodmen of America seeks financial representatives to craft tailored financial plans, guiding members through insurance and investment options. You’ll present strategies to help families meet their financial goals and secure their futures.

Benefits Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program. Characteristics for Success Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to sellin

This position supports the Advisor Development Program designed for individuals who are excited to transition into a financial advisory career. Merrill Wealth Management is seeking Financial Advisors to work with high-net-worth clients in a Merrill branch.