Jobs near Burlingame, CA

“All Jobs” Burlingame, CA
Jobs near Burlingame, CA “All Jobs” Burlingame, CA

Over the next 10 years, biotech will fundamentally rewrite the way we live. Gene editing and cell therapy will dramatically change how we treat cancer and other major illnesses. Biofuels and biomaterials will transform the cars we drive, the clothes we wear, and the makeup of everyday objects. Crop science and synthetic biology will produce sustainable and ethical food. Benchling's mission is to accelerate the research that propels us towards this future, and magnify its impact, through modern software.

Every day, scientists around the world use Benchling in their efforts to solve humanity's most pressing problems. For these scientists, Benchling is the central technology they use to conduct their research.

Benchling was founded by a team of MIT graduates and has raised funding from Benchmark, Andreessen Horowitz, Thrive Capital, and Y Combinator. Our customers include pharmaceutical giants, leading biotechs, and the world's most renowned research institutes.

We are looking for a Senior Finance Manager to join our growing finance team to support the R&D and Customer Experience teams. Benchling's R&D and Customer Experience teams play a critical role in enabling the successful implementation and unlocking future expansion of our platform for our customers. In this highly visible role, you will partner with leadership across the company to develop a scalable Professional Services strategy and inform decision making on resource allocation, utilization, and go to market strategy.

RESPONSIBILITIES


  • Partner with Customer Experience (CX) to develop, measure and improve operational metrics.

  • Develop a CX capacity and resource model, staffing plan through to Bookings and Billable Utilization.

  • Collaborate with go to market business teams to refine Professional Services offerings

  • Build and maintain full year budgets for R&D and CX and provide financial analysis support in strategic projects.

  • Develop a Services P&L model by customer / product and responsible for ROI models on new product offerings

  • Build a model to capture and predict R&D infrastructure usage and spend (AWS). Participate in AWS contract negotiations.

  • Partner with Engineering to measure and improve key metrics.

  • Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.

  • Participate in the monthly close process by reviewing reports and accruals.

  • Create and maintain internal and external management reporting packages including board, close, key metrics and other management presentations.

  • Corporate financial modeling including forecasting, budgeting and long-range planning.

  • Provide ad hoc analytical support to guide operational and strategic decisions. YOU

  • BA/BS in Business, Finance, Economics or equivalent. MBA/CPA a plus.

  • Experience in SaaS, investment banking or high growth tech start-up preferred.

  • Strong financial and analytical skills, efficient, self-motivated with the ability to follow through and implement process improvement.

  • Organized and detail-oriented; ability to work in situations with changing priorities, tight deadlines and thrive in a fast-paced environment.

  • Experience with data systems and analytics - SQL or Looker preferred.

  • Experience with Adaptive Planning and Netsuite.

  • Experience with AWS billing structure.

  • Strong communicator - ability to distill and articulate complex data to drive business decisions; experience presenting analyses to management and ability to lead and drive initiatives.

  • Pragmatic, curious, data-driven and results-oriented. OUR VALUES

  • Empower through information. We explain the "why" behind every decision, unless there are highly sensitive circumstances. We're honest about how we're doing, especially in difficult times. We believe that sharing information builds trust and enables better decision-making.

  • Rely on tenacity. Hard work is one of the greatest factors to determine success and is fully under our control. We must make the most of every day by bringing the highest level of determination. Dreaming big is not enough.

  • Raise the bar. Pushing ourselves and others to improve will be uncomfortable and at times result in failure. However, it's critical to our success. We're dedicated to creating a place where everyone feels challenged to improve.

  • Build a lever. We choose to build tools and infrastructure that will help others make world-changing innovations. There's less glory in it, but in the words of Archimedes, "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." PERKS AND BENEFITS

  • Beautiful, light-filled office in the Financial District of SF

  • Monthly health & wellness stipend

  • Work with a talented yet humble team

  • Meals and snacks covered

  • 401k

  • Medical, dental, and vision insurance

  • Commuter benefits

  • Happy hours, company and team wide social events We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


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 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 


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TITLE: Payroll Specialist

ORGANIZATION: Conservation Society of California

DEPARTMENT: Accounting

REPORTS TO: Controller

CLASSIFICATION: Exempt: (x) Non-exempt: ( )

TYPE: Regular: (x) Seasonal/Temporary: ( )

STATUS: Full-time: (x) Part-time: ( )

RATE: Salaried: () Hourly: (x)

JOB SUMMARY:

The Payroll Specialist is responsible for the complete payroll cycle for the Zoo. The Payroll Specialist also supports the Accounting and Human Resources departments as required. Upholds the mission and values established the East Bay Zoological Society (the “Zoo”) and adheres to policies and procedures as set forth by the Zoo.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


  1. Perform daily payroll department operations.

  2. Gather information on hours worked for each employee and manage workflow to ensure all payroll transactions are processed accurately and timely.

  3. Execute eTime and manual time attendance processing and interface with payroll.

  4. Calculate the correct amount incorporating overtime, deductions, bonuses etc.

  5. Reconcile payroll prior to transmission and validate confirmed reports.

  6. Prepare and execute pay orders through direct deposit and generate paychecks.

  7. Understand proper taxation of employer paid benefits.

  8. Process correct garnishment and tax levy calculations and compliance.

  9. Perform compliances for unclaimed property payroll checks.

  10. Process accurate and timely year-end reporting when necessary.

  11. Process manual checks for separated and terminated employees.

  12. Keep track of hours rates, wages, compensation benefit rates, new hire information etc. Coordinate efforts with HR as required ensuring all information is captured accurately and timely (including new hire information, WC codes, salary rates, status changes, etc). Conduct routine payroll audits to ensure accuracy of information.

  13. Assist External Auditors

  14. Prepare reports for upper management.

  15. Process correct PTO balance to individual employees and report to manager after pay period completed.

  16. Prepare workers compensation reports to the insurance company, maintain current information on all workers’ compensation claims; works with

  17. Interface with co-workers and outside vendors and handle employee payroll inquiries.

  18. Provide labor or payroll reports as required and conduct routine payroll audits. Payroll Reporting: maintain leave balances and prepare departmental vacation and sick balance report each month for distribution to department directors, prepare semi-monthly wage expense report and distribute to department leads after the semi-monthly payroll process is complete; provide/process other labor or payroll reports as required.

  19. Demonstrate knowledge of, and supports, the East Bay Zoological Society’s mission, vision, value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of behavior.

  20. Perform other related duties as required and assigned.

  21. Month end Merchant account balance Vs. credit sale revenue reconciliation.

  22. Managing Retirement Plan contribution and maintain online funding to Vanguard.

  23. Non-Operating cash handling and deposit to the bank three times a week.

  24. Prepare daily operating revenue and performance report and report to CEO and CFO. 

QUALIFICATIONS:

1) ) Required knowledge, skills & abilities:


  • Proficient in Microsoft Excel and Word

  • Comprehensive knowledge of UltiPro payroll

  • Ability to work independently and maintain confidentiality

  • Must be a team-player and able to work under pressure or changing deadlines

2) Minimum educational level:


  • Associate degree or greater

3) Experience required:


  • Minimum 5 years experience in Payroll

DISCLAIMER

Please note that this job description intends to describe the general nature and level of work being performed the people or person assigned to this job. It is not to be construed as an exhaustive list of all responsibilities, duties and/or skills required of the personnel for this position. The order in which duties and responsibilities are listed is not significant, and personnel may be required to perform duties beyond this list or outside of their normal responsibilities from time to time or as needed.


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  Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision Capital & Consulting (formerly Northern California Community Loan Fund, or NCCLF) provides nonprofits, small businesses, and social enterprises with strategic investment and guidance, to deepen work, scale impact, and strengthen our communities.   Community Vision’s Lending Department provides loans and New Markets Tax Credit financing, with an emphasis on achieving greater racial and economic equity. Our borrowers have made use of our financing to develop affordable housing, build and acquire community facilities, create economic development projects, support access to healthy foods, and strengthen their operations in order to make a difference in the lives of the communities that they serve.   For more information on our programs and services, please visit our website at www.community   Position Summary Community Vision seeks a highly motivated Director of Loan Closing and Administration to oversee all loan closing, monitoring and disbursements activities for a highly successful community development financial institution (CDFI). This newly created role will oversee a team of four staff, and will lead this team in documenting and closing commercial real estate, construction, small business, and working capital loans; managing disbursements for both real estate development and working capital purposes; overseeing loan monitoring and asset management activities; and identifying and addressing troubled loans. Community Vision currently has a loan portfolio of over 100 loans totaling $65 million, and a New Market Tax Credit (NMTC) portfolio of $150 million, covering eighteen projects.    The ideal candidate is someone with a background in commercial real estate loan closing, and has experience supervising a small team. Experience with nonprofit and/or small business lending operations, the New Markets Tax Credit program, and/or construction loan administration would all be plusses, as well as familiarity with financial statements. The candidate must be a self-starter, have the demonstrated ability to accurately and efficiently work on several tasks simultaneously and have superior written and verbal communication skills. Finally, the candidate should enjoy working in an active and expanding nonprofit, and be able to thrive in a friendly, cooperative, and fast-paced environment.

   Primary Responsibilities Working with a team of Loan Closing and Monitoring Associates, the Director of Loan Closing and Administration will provide leadership and management of the following activities, including direct involvement for the most complex assignments, and assignment to and oversight of the associates for others.     


  • Directly supervise a team of four,      including two loan monitoring associates and two loan closers.

  • Manage, recruit, hire, train, and      retain staff.

  • Ensure a high level of customer      service in support of internal customers and external stakeholders in      Community Vision’s growing organization.

  • Interact effectively with employees      in order to direct workflow, assess performance, and assign duties.

  • Actively model Community Vision’s      established professional practices in support of the organization’s      strategic priorities of building racial and economic equity.

  


  • Communicate      effectively with loan officers to ensure proper hand off and transition of      responsibilities in a timely manner.

  • Communicate      effectively with borrowers and serve as the primary point of contact for      loan closing, disbursement and monitoring. 

  • Coordinate the closing      and funding process in conjunction with the loan closing team, loan officers,      borrowers, outside legal counsel, title officers and other related parties.

  • Maintain and      establish relationships with outside legal counsel, to be engaged as      appropriate for loan closings.

  • Document and review      commercial loan transactions, including real estate loans, construction loans,      revolving lines of credit, and term working capital loans. Prepare and review of materials related      to New Markets Tax Credit financings, and ensure closing and funding of      all financings in a timely manner.

  • Review title      reports, escrow instructions, surveys, appraisals, environmental, property      condition reports, insurance and other documents, ensuring compliance with      loan closing requirements and loan policies.

  • Establish and      maintain appropriate loan document templates for use in more basic      closings.

  • Anticipate and      effectively manage closing problems by identifying and recommending      solutions to meet the needs of Community Vision and our borrowers.

  • Ensure accurate,      well-organized loan files through loan closing and disbursement,      maintaining an audit trail of all closing and monitoring documents and      materials.

 


  • Review and process      funding disbursement and draw requests for predevelopment and construction      loans, revolving lines of credit and other working capital loans, ensuring      proper documentation and compliance with loan conditions.

  • Collect and review      quarterly financial statements and reporting documentation to determine      financial condition, credit-worthiness and on-going reporting and covenant      compliance for assigned borrowers as part of quarterly monitoring and loan      loss reserve evaluation.

  • Prepare renewals      for revolving lines of credit, and basic modifications and extensions for      all assigned loans.

  • In collaboration      with the appropriate underwriting team members, underwrite new basic      working capital loan requests from assigned borrowers.

  • Conduct periodic,      post-closing site visits and/or phone check-ins with selected borrowers.

  • Effectively track,      analyze, communicate, and make initial recommendations to Lending      Department management to address loan delinquencies and defaults.

  • Play a leading      role on loan workouts. 

  • Maintain working      knowledge of loan policies and protocols.

  • Ensure accurate,      well-organized loan files, maintaining an audit trail of all monitoring      documents and materials.

 


  • Prepare and      maintain Lending Department operations and portfolio reports for internal      and external stakeholders.

  • Work      collaboratively with other departments to manage information, reporting      and document preparation for various internal and external needs including      quarterly reports to the CDFI Fund, New Markets Tax Credit program      compliance, funding requests, grant reports, annual audit, securities      permit application and compliance with investor covenants. 

  • Work closely with      Finance Department to ensure correct accounting for all loans and to      address loan servicing issues. 

  • Maintain the loan      portfolio management system (TEA) and related databases.

  • Work      collaboratively with other departments on impact reporting and maintaining      Lending impact data in Salesforce.

  


  • Assist      or lead ad-hoc projects as assigned that may include industry research, closing      and monitoring best practices, operational efficiency, compliance and      reporting systems protocol, social impact tracking development, funding applications      or policy analysis. 

Required Skills and Experience  


  • Bachelor’s degree      in a related field or equivalent experience.

  • Minimum of five      years of experience in commercial loan closing and/or asset management,      preferably in the fields of either community development or small business      lending.

  • At least three      years of staff management experience, with the ability to provide guidance      and constructive feedback to the team.

  • Must demonstrate a      high level of attention to detail and excellent judgment and      decision-making abilities.

  • Familiarity with      real estate loan documents and legal terms.

  • Ability to read      and analyze financial statements.

  • Excellent written      and verbal communication and organizational skills.

  • Database skills      (e.g. Salesforce and TEA), and demonstrated proficiency in MS Office Suite.

  • Demonstrated      ability to consistently multi-task and manage a varied and occasionally      intense workload while maintaining a high degree of accuracy.

  • Ability to build      relationships internally and externally and elicit confidence by      demonstrating reliability and commitment to Community Vision’s mission and      values.

  • Strong team player      with the ability to work effectively in a cooperative and diverse      environment.

  • Enthusiasm,      entrepreneurial spirit, and a strong commitment to work in community      development.

Desired Qualifications, Skills and Experience  


  • Experience with      construction loan administration.

  • Experience with one      of our key areas of affordable housing, nonprofit community facilities,      and/or small business lending.

  • Experience with      the New Markets Tax Credit program.

  • Familiarity with      loan workouts.

  • Language ability      in commonly spoken languages (including Spanish, Chinese, Tagalog) is a      plus.

Relationships Position reports to the VP/Chief Credit Officer; communicates regularly with borrowers and clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other Community Vision departments; and represents Community Vision at outside events and conferences.   Job Context Position is pivotal to the success of the Lending and Finance Departments and operates in a collaborative, cooperative, team environment. Workload will vary requiring flexibility with time. Outside and evening meetings are occasionally required.    Hours and Location  


  • Full-time position

  • Work hours will be      predominantly during regular business hours, although occasional evening      or weekend hours will be required. A flexible schedule can be accommodated.

  • Worksite will be      based within the offices of Community Vision in San Francisco and/or      Oakland, with some local and regional travel for site visits and      conferences.

Compensation and Hiring Principals Salary range starts at $125,000 depending upon experience, plus an excellent benefits package including health, dental, retirement plan, and three weeks’ starting vacation.    We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.   To Apply: Send resume and cover letter (Attn: Director of Loan Closing and Monitoring Search) via email to info@communityvisionca.org.  


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Are you a skilled Strategy and Analytics person who believes in lending your skills to end hunger? If so, consider being our Strategy & Analytics Manager for the San Francisco Marin Food Bank.

The SF Marin Food Bank is comprised of a dedicated team of approximately 150 staff working collaboratively to provide close to 50 million pounds of food to over 210,000 people in the Bay Area – a region where 1 in 4 people are at risk of hunger. We are currently looking for a Strategy & Analytics Manager to help in administrating our Program analytic initiatives. See job description below and apply today if you would like to join us in our mission to end hunger.

POSITION PURPOSE

The Strategy & Analytics Manager administers planning, budgeting, analytics, program evaluation, research and assigned grants and contracts for the Programs department. This position administers the process to develop goals and key performance indicators (KPIs) for the department and to ensure they are SMARTIE and strongly aligned with the organizational strategy. The position manages the annual budgeting process for the department. The position administers data analysis and reporting for the department, working closely with the Business Intelligence staff to ensure only necessary data is collected and that it is put to good use in pursuit of the organization’s strategic framework, vision and mission. The position administers evaluation and research for the department to effectively develop and manage programming to achieve our mission. The position administers assigned government contracts and private grants. The position manages assigned direct reports and contractors as needed. S/he will marshal the resources required to effectively develop and manage initiatives s/he oversees.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Strategy & Analytics for Programs Dept.


  • Administer planning process for developing, managing and reporting on SMARTIE goals, providing necessary data to relevant stakeholders in an easily digestible format

  • Administer process to develop, measure, manage and report on key performance indicators

  • Track and report on progress toward program strategic priorities

  • Manage data analysis and reporting

  • Develop departmental and team dashboards, reports, maps, etc., coordinating data collection and performing utilization training

  • Perform quantitative opportunity and risk assessments

  • Oversee inter- and intra-departmental data sharing and utilization for the department

  • Administer evaluation of programs, projects and pilots

  • Administer research projects, as needed and assigned

  • Administer processes to analyze the effectiveness of current programs, projects and business processes and make detailed recommendations for improvement, in line with budget, where required

  • Convene regular stakeholder groups to discuss program performance and impact

  • Collaborate with Business Intelligence staff on evaluating, developing recommendations and overseeing the optimization of all department data collection, analysis, reporting, utilization, maintenance and/or purging

Budgeting and Grant/Contract Management


  • Administer budgeting process including creation of tools, training of managers, projections and reporting

  • Collaborate with Finance and Administration and Development departments to develop government contracts and private grant proposals and manage reporting, initiatives and outcomes as assigned

Program & Project Development and Management


  • Develop, promote and manage programs and projects as assigned

Other


  • Collaborate with appropriate private and public organizations to further our mission

  • Perform other duties as assigned

People Leadership, As Needed


  • Act as ambassador in programs department, advancing Strategy & Analytics initiatives

  • Set and communicate a strong vision for direct and indirect reports, including clear priorities, objectives and measurable goals. Oversee individual work planning and performance evaluations.

  • Provide professional development support and mentor individuals toward greater professional achievement

  • Select and manage external consultants 

QUALIFICATIONS


  • BA or equivalent relevant experience

  • Minimum 2 years demonstrated success in managing comparable department wide initiatives

  • Experience extracting, gleaning, analyzing and reporting on data from major organizational databases, preferably enterprise and customer relationship-management focused, and ideally with success managing the implementation or upgrade of a similar systems

  • Experience managing staff, preferred

  • Extensive knowledge of Food Bank Programs

  • Extensive knowledge of Food Bank Program Management, reporting and regulations

  • Extensive knowledge of Programs department software systems

  • Proficient in MS Office (Excel, Powerpoint, Word etc.) including advanced Excel skills

  • Proficiency in Jet Reports, Tableau and GIS mapping software

  • Proficiency in evaluation and project management software, preferred

  • An analytical mindset with problem-solving skills

  • Excellent communication, interpersonal and customer service skills

  • Excellent research and analytical skills

  • Attention to detail

  • Ability to clearly communicate data-related work and information for technical and lay audiences alike

  • Ability to listen, identify, analyze, and guide lay users through system and procedural problems

  • Excellent organizational and time-management skills

  • Ability to work efficiently, independently and as part of a team; to communicate regularly; and meet deadlines in a fast-paced environment

CERTIFICATES, LICENSES, REGISTRATIONS:


  • Drivers license desirable

PHYSICAL DEMANDS AND WORK ENVIRONMENT: (The physical and environmental 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.)

Environment: Standard office with occasional travel

finger dexterity: Requires typing on standard computer

TALKING: Ability to speak on phone and face to face.

HEARING: Able to hear average or normal conversations and receive ordinary information.

REPETITIVE MOTIONS: Frequent and regular movements using the wrists, hands, and fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to view computer screens and documents.

PHYSICAL STRENGTH: NOT APPLICABLE.

COMMUNICATION AND COGNITIVE REQUIREMENTS

REASONING ABILITY: Ability to apply principles of logical or scientific thinking to a wide range of complex intellectual andpractical problems.

MATHEMATICS ABILITY: Ability to perform advanced math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.

LANGUAGE ABILITY: Fluency in English. Demonstrated excellence in writing and editing.

SALARY: Competitive pay based on qualifications and experience

BENEFITS: Medical, dental, life, long-term disability, and 403(b) retirement plan with employer base and matching contribution. Generous holidays, vacation, and sick time.

The San Francisco-Marin Food Bank is an Equal Opportunity Employer.


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  Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision Capital & Consulting (formerly Northern California Community Loan Fund, or NCCLF) provides nonprofits, small businesses, and social enterprises with strategic investment and guidance, to deepen work, scale impact, and strengthen our communities.   Community Vision’s Lending Department provides loans and New Markets Tax Credit financing, with an emphasis on achieving greater racial and economic equity. Our borrowers have made use of our financing to develop affordable housing, build and acquire community facilities, create economic development projects, support access to healthy foods, and strengthen their operations in order to make a difference in the lives of the communities that they serve.   For more information on our programs and services, please visit our website at www.community     Position Summary Community Vision seeks a highly motivated Loan Monitoring Associate to assist with ongoing loan portfolio monitoring and general asset management; loan renewals, extensions and occasional new loan requests; selected loan closings; and compliance and reporting operations for a highly successful community development financial institution (CDFI). Community Vision currently has a loan portfolio of approximately 100 borrowers totaling over $65 million, and a New Market Tax Credit (NMTC) portfolio of $150 million, covering eighteen projects.    The ideal candidate is someone with a background in commercial loan monitoring or asset management, and is familiar with community development and/or small business lending operations. The candidate must be a self-starter, have the demonstrated ability to accurately and efficiently work on several tasks simultaneously and have superior written and verbal communication skills. Finally, the candidate should enjoy working in an active and expanding nonprofit, and be able to thrive in a friendly, cooperative, and fast-paced environment.

   Primary Responsibilities  


  • Communicate      effectively with loan officers and loan closers to ensure proper hand off      and transition of responsibilities in a timely manner.

  • Communicate      effectively with borrowers in assigned portfolio and serve as one of the      primary points of contact for post-closing monitoring, disbursement and      servicing. 

  • Collect and review      quarterly financial statements and reporting documentation to determine      financial condition, credit-worthiness and on-going reporting and covenant      compliance for assigned borrowers as part of quarterly monitoring and loan      loss reserve evaluation.

  • Review and process      draw requests for revolving lines of credit and other working capital      loans, ensuring proper documentation and compliance with loan conditions.

  • Prepare renewals      for revolving lines of credit, and basic modifications and extensions for      all assigned loans.

  • In collaboration      with the appropriate underwriting team member, underwrite new basic      working capital loan requests from assigned borrowers.

  • Conduct periodic,      post-closing site visits and/or phone check-ins with selected borrowers.

  • Work closely with      Finance Department to ensure correct accounting for all loans and to      address loan servicing issues. 

  • Effectively track,      analyze, communicate, and make initial recommendations to Lending      Department management to address loan delinquencies and defaults for      assigned borrowers. 

  • Maintain the loan      portfolio management system (TEA) and related databases.

  • Maintain working      knowledge of loan policies and protocols.

  • Ensure accurate,      well-organized loan files, maintaining an audit trail of all monitoring      documents and materials.

 


  • Prepare and      maintain Lending Department operations and portfolio reports for internal      and external stakeholders.

  • Work      collaboratively with other departments to manage information, reporting      and document preparation for various internal and external needs including      quarterly reports to the CDFI Fund, New Markets Tax Credit program      compliance, funding requests, grant reports, annual audit, securities      permit application and compliance with investor covenants. 

  • Work      collaboratively with other departments on impact reporting and maintaining      Lending impact data in Salesforce.

 


  • For selected      loans, coordinate closing and funding process in conjunction with the      other members of the Loan Closing and Monitoring team, Loan Officers,      borrowers, outside legal counsel and title officers (as needed), and other      related parties.

  • Document and review      commercial loan transactions, focusing mainly on revolving lines of credit      and term working capital loans. 

  • Anticipate and      effectively manage closing problems by identifying and recommending      solutions to meet the needs of Community Vision and our borrowers.

  • Ensure accurate loan      files with respect to closing documents and materials.

  • Assist dedicated      loan closers on larger, more complex transactions.

 


  • Assist      or lead ad-hoc projects as assigned that may include industry research,      product development, operational efficiency, compliance and reporting      systems protocol, social impact tracking development, funding applications      or policy analysis 

Required Skills and Experience  


  • Bachelor’s degree      in a related field (urban planning, economics or finance, etc.) or      equivalent experience.

  • Minimum of two      years of experience in commercial loan monitoring and/or asset management,      preferably in the fields of either community development or small business      lending.

  • Must demonstrate a      high level of attention to detail and excellent judgment and      decision-making abilities.

  • Excellent written      and verbal communication and organizational skills.

  • Familiarity with financial      statement analysis, preferably for nonprofits but also small businesses. 

  • Database skills      (e.g. Salesforce) with a demonstrated proficiency in MS Office Suite.

  • Demonstrated      ability to consistently multi-task and manage a varied and occasionally      intense workload while maintaining a high degree of accuracy.

  • Ability to build      relationships internally and externally and elicit confidence by      demonstrating reliability and commitment to Community Vision’s mission and      values.

  • Strong team player      with the ability to work effectively in a cooperative and diverse      environment.

  • Enthusiasm,      entrepreneurial spirit, and a strong commitment to work in community      development.

Desired Qualifications, Skills and Experience  


  • Experience in loan      closing.

  • Understanding of      and experience with one of our key areas of affordable housing, nonprofit community      facilities, and/or food and enterprise lending.

  • Familiarity with commercial      loan documents and basic legal terms.

  • Understanding of      and experience with either the New Markets Tax Credit program or small      business lending.

  • Language ability      in commonly spoken languages (including Spanish, Chinese, Tagalog) is a      plus.

Relationships Position reports to the Director of Loan Closing and Administration. The position communicates regularly with borrowers and clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other Community Vision departments; and represents Community Vision at outside events and conferences.   Job Context Position is pivotal to the success of the Lending and Finance Departments and operates in a collaborative, cooperative, team environment. Workload will vary requiring flexibility with time. Outside and evening meetings are occasionally required.    Hours and Location  


  • Full-time position

  • Work hours will be      predominantly during regular business hours, although occasional evening      or weekend hours will be required. A flexible schedule can be accommodated.

  • Worksite will be      based within the offices of Community Vision in San Francisco and/or      Oakland, with some local and regional travel for site visits and      conferences.

Compensation and Hiring Principals Starting salary is $68,000-$85,000 depending upon experience, plus an excellent benefits package including health, dental, retirement plan and three weeks’ vacation.    We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.   To Apply To Apply: Send resume and cover letter (Attn: Loan Monitoring Associate Search) via email to info@communityvisionca.org.  


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About Be the Change Consulting

Be the Change Consulting is a dynamic, growing consulting firm that works with organizations to transform them into rich learning centers, poised to meet their mission. We work with schools, foundations, community-based organizations to shift organizational culture and programmatic practices through engaged consulting, experiential learning, hands-on coaching and dynamic facilitation.

Among the areas we find to be the most critical indicators of organizational sustainability are:


  • Cultural Relevancy * Staff Development and Supervision * Strategic Planning and Program Development

  • Teambuilding and Creative Problem Solving * Self Care * Reflection * Fun!!!

You can expect to be a part of an organization that not only teaches those values but also strives to live them!

About the position

Under the direction of the Chief Operating Officer and with the support of a part-time bookkeeping firm, you will be managing the fiscal and HR operations of a thriving small values-driven business. Our next hire must be responsible, detailed oriented and be very familiar with QuickBooks online. Must have knowledge in general ledger accounts, purchasing, accounts receivable/payable, reconciliation, bank statements, and financial statements. Must have basic HR experience. Familiarity with Zenifits (Our online payroll and HR management system) a plus, but not necessary.

PLEASE DO NOT REPLY IF NO QB EXPERIENCE. MUST BE LOCAL

Finance/Accounting Duties

· Manage the day to day accounting, monthly close process and internal policies and procedures, including preparation of monthly and quarterly financial statements.

· Manage client contracts

· Responsible for the management and maintenance of general accounting systems to provide records of assets, liabilities and financial transactions.

· Providing financial reports covering sales, earnings, profits, cash balances etc.

· Maintains or oversees the maintenance of general and subsidiary ledgers of the company, financial statements, bank reconciliation and general tax reports, and payroll.

· Develops and directs the operation of additional accounting systems and procedures to reduce costs and obtain improved information

· Processes Bi-weekly payroll

· Preparing both business and sales taxes

· Preparing 1099’s

· Perform other related duties as required

Human Resources Support

· Oversight of HR/Payroll- time tracking, employee onboarding, W2, 1099

· Maintain management guidelines by preparing, updating, and recommending human resource policies and procedures

· Maintain historical human resource records by designing a filing and retrieval system; keeping past and current records

· Maintain employee benefits programs

· Ensure legal compliance by monitoring and implementing applicable human resource federal and state requirements

· Perform other related duties as required

Successful candidate will have/be:

· Bachelor's degree in Accounting/Finance or related field experience.

· Excellent knowledge of accounting operations attained through 5+ years of progressive work experience.

· Strong analytical, communication, team-building, and collaboration skills.

· Knowledge of healthcare benefit plans and HR regulations

· Experience managing finances for both for-profit and non-profit (501c3) businesses

· Professional QuickBooks experience a MUST!

· Proficiency in Microsoft (Word, Excel & Outlook)

· Strong analytical, problem solving skills, decision-making skills

· Strong communication and excellent written skills

· Detail-oriented, highly organized and able to work independently and as a team member.

· Flexible likes a challenge and learns quickly

· Punctual with deadlines.

Interested applicants should submit a cover letter and resume to Chief Operations Officer. Please include " Finance and Human Resources Manager" and your name in the subject line.

Be the change Consulting is dedicated to developing people of color, immigrants, women, LGBTQ+ folks and those in other protected minority groups. Persons in those groups are strongly encouraged to apply.

Desired Hire Date, Jan 2020 - Position Open Until Filled!

Job Type: Part-time

Salary: $40,000.00 to $50,000.00 /year

Experience:


  • Accounting: 5 years (Preferred)

  • QuickBooks: 5 years (Preferred)

Education:


  • Bachelor's (Required)

Work Location:


  • One location

Benefits:


  • Paid time off

This Job Is Ideal for Someone Who Is:


  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction

  • Detail-oriented -- would rather focus on the details of work than the bigger picture

  • Achievement-oriented -- enjoys taking on challenges, even if they might fail

  • Autonomous/Independent -- enjoys working with little direction


See full job description

HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.


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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


See full job description

 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 


See full job description

Job Description


We are seeking Financial Advisors and Annuity Experts to attend 6 to 8 preset financial appointments per week.


We will put you in front of $100 Million of new assets per year.


Expert training on income planning.


Make $100-250K per year.


We pay for the marketing, no cost to you.


These are not leads, they are appoinments set on your business calendar.


On average we receive 1000 calls per day from clients.


Our Appointment Setters set over 150 appointments per day.


Appointment Setters physically link their calendars with yours and set the appointments in real time.


Averaged over $700K of investable assets per household in 2018.


Daytime Appointments / No Weekends


No Cold Calling!


Commission Advances on Submitted Business - First 60 Days in Field


Sales Bonuses & Vacation Awards


Training Provided - Three-day Initial Office Session With Subsequent Field Training


Proven Sales Presentations


COMPANY BACKGROUND & DETAILED DESCRIPTION OF SALES POSITION


J.D. Mellberg has generated over $3 billion in premium through 25,000 clients, and currently is adding 5,000 new clients every year. We have been ranked an "Inc.500/5000" fastest growing company 7 years straight.


J.D. Mellberg Financial is an established national corporation headquartered in Tucson, Arizona. We have just decided to expand our existing field sales force and are looking for additional agents in your area.


We have been operating for over 15 years, successfully producing 6-8 preset and qualified appointments per week for our Agents. The appointments are not from cold calling. All appointments have been carefully grouped into territories and would be scheduled for you daily in close proximity to your area, with no evening or weekend appointments.


The appointments are generated from our national marketing campaign consisting of T.V. Commercials, Radio, Direct Mail and Digital. The appointments are with people who have shown interest in annuities from our advertising. Lead generation gives our agents the best quality appointments and a competitive edge over any other insurance agent position offered anywhere throughout the country.


J.D. Mellberg Financial has developed a proven training system that includes all sales presentation materials, presentation scripts, and in depth education on how to overcome the most common objections. All we are looking for is the right people with good sales backgrounds that have an ability to “close the sale". The training system we have is initially three days long, and then you’re out on appointments selling the very next day. The majority of our trainees make sales their first week out, and a number of them have even sold their first scheduled appointment – that’s how effective our training program has been.


Senior Citizens, who posses the majority of the country's wealth, are our most common client. Equity Indexed Annuities and Single Premium Whole Life Insurance are the two primary products used by J.D. Mellberg Financial to protect the assets of our senior clientele. Nationally, our company is writing approximately 500 million dollars in premium per year, with an average of $240,000 in premium collected per household.


In Summary, J.D. Mellberg Financial has the most unique and successful appointment & marketing system in the insurance industry, an impressive product line to satisfy our client’s needs, and we thoroughly teach you how to sell within our system in just a couple of days.


Job Type: Commission


Salary: $100,000.00 to $250,000.00 /year


Company Description

J.D. Mellberg Financial is a National Insurance Agency based in Tucson, Arizona. JD Mellberg Financial has the rare advantage of a start-up’s “clean sheet of paper” approach to business, along with an existing client base of over twenty thousand households.
The company has developed a unique approach to building an agency with a focus of hiring employees that are new to the Financial Services industry and providing a clear career path, support, and experience to become successful insurance agents and investment advisors.


See full job description

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.


What you’ll be doing:


  • Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations.

  • Engage with several new and existing clients every day to understand their long term goals and objectives and their short term needs, present customized recommendations, offer advice and complete sales.

  • Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.

  • Network regularly with existing clients and referrals in order to build relationships and gain referral business.

  • Be your clients’ main point of contact and accountable for responding to their questions and concerns.

  • Be part of a broader team all working together to build client loyalty through a “one team” approach.


What we’re looking for:


  • The Lenox brand represents a caring, creative and passionate family of professionals. It’s important that your values align to ours – trust, team work and accountability.

  • A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.

  • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.

  • Well-developed relationship building and presentation skills sufficient to convey detailed information requiring interpretation to highly knowledgeable clients, professionals and business groups within the community.

  • Developed knowledge of insurance and investment solutions.

  • Minimum two to five years of experience in sales with a proven track record.

  • State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63.


See full job description

Job Description


Would you like to be the trusted and respected advisor and not the “salesperson” to your clients? Or maybe the biggest challenge is finding quality clients? Wouldn't it be great to have a captive audience all at one location that want and need your help? If you’ve been searching for this kind of opportunity then Appreciation could be your solution.


We are a company that is 10 years old and just recently made Inc. 5000 list of fastest-growing private companies in the US serving the K-12 public school space nationwide. We have no plans on slowing down, in fact we're cranking things up and looking for like-minded, driven individuals to join our team and help fulfill our mission to help people make, save, and protect their money!


 


What we do:


We help teachers and staff with their retirement, investments, and insurance needs. We have relationships with school districts in your area to be the trusted partner on campus to help them with their financial matters. Our office is growing, and we are searching for talented consultative sales professionals and leaders to join the team and take on the important and critical role of educating the educators. It’s a privilege to be able to help the same people that helped us as children.


 


The Top 8 Rewards of Working with Appreciation:


1. Set your own schedule, mostly morning/daytime work. ROWE environment (see below)


2. The ability to build a VESTED book of business and significant residual income that will pay you for years


3. No leads, cold calling, friends, and family or any of those ineffective things!


4. Full back office support to simplify your life (case management, admin, compliance, CRM, tech, commissions, sales reports)


5. Multiple custodial relationships provides the opportunity to manage employer plan and individual assets at a high level


6. Team-building & agency opportunities that are unrivaled within our industry


7. Public employee marketplace is consistent, recession-proof, and growing


8. Consultative and solution based "selling". We create win-win relationships with our clients. The meaningful work serving our amazing clients is what fires us up every Monday morning!


 


Requirements:


Our most successful reps and leaders have come from all walks of life so our requirements are a little different than the traditional thought of education, resumes, and references. We look for a cultural fit first as well as the top characteristics below that are important to us.

Are you:
Coachable


Accountable


Hardworking


Resourceful


Positive Attitude


Do you have a sincere desire to help people


 


If you possess these traits, chances are you will be our next superstar and we'd like to chat with you.


 


*** PLEASE NOTE: This is a 1099 independent contractor full-time commission position (commissions, bonuses, incentives, residual income, international trips and more) and Appreciation Financial is a Results-Only Work Environment (ROWE). This might scare you off and we totally understand. But if it excites and tugs at you to learn more, then let’s have a quick conversation and see where it goes.


 


Sometimes moving forward means changing directions!


 


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.What you’ll be doing:Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations.Engage with several new and existing clients every day to understand their long term goals and objectives and their short term needs, present customized recommendations, offer advice and complete sales.Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.Network regularly with existing clients and referrals in order to build relationships and gain referral business.Be your clients’ main point of contact and accountable for responding to their questions and concerns.Be part of a broader team all working together to build client loyalty through a “one team” approach.What we’re looking for:The Lenox brand represents a caring, creative and passionate family of professionals. It’s important that your values align to ours – trust, team work and accountability.A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.Well-developed relationship building and presentation skills sufficient to convey detailed information requiring interpretation to highly knowledgeable clients, professionals and business groups within the community.Developed knowledge of insurance and investment solutions.Minimum two to five years of experience in sales with a proven track record.State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63.


See full job description

Job Description


 


We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


Job description


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


· Highly self-motivated and self-disciplined with the ability to work effectively and independently


· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


· Fearless, positive attitude and willingness to be accountable for results


· Organized, detail-oriented and excellent time-management skills


· Desire for continuous learning


· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


 


Why New York Life?


From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:


· Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


· Dedicated underwriters who work diligently on cases


· Committed managers who don’t sell; instead they’re dedicated to helping you succeed


· A team of highly-trained, experienced product consultants to support your client acquisition needs


· Significant income potential


· Substantial benefits, including a defined benefit pension plan and 401k1


About New York Life


We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency


EOE M/F/D/V/SO


SMRU 1708927 (Exp.07.01.2019)


1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



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Consumer Investments Financial Solutions Advisor - Peninsula Area

Redwood City, California

Job Description:

At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisorsthose with a passion for growing a long term career and a drive to make our clients financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.

From day one, you will receive training from our award-winning Academy at Bank of America . This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. Youll learn to consider a clients entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.

With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Well help you

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

Get training and one-on-one coaching from Academy managers who are invested in your success. Youll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.

Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.

Get smart on core banking and investment solutions and connect clients to all of the solutions we provide.

Build your network. Starting at a financial center, youll interact with banking customers, small business owners and higher net worth clients alike. Youll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.

Continuously learn and grow , with on-going career development support and opportunities for advancement with Bank of America and Merrill.

Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.

As a Financial Solutions Advisor II, you can look forward to

Unlimited potential for financial growth.

A strong referral network from across the business that will give you a leg-up on client acquisition.

Robust marketing support to reach wider audiences with greater appeal.

Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

Leadership opportunities, from leading client and conference seminars to mentoring junior associates.

Were a culture that

Believes in responsible growth and has a proven dedication to supporting the communities we serve.

Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Sets and accomplishes goals, achieving whatever you put your mind to.

Builds and nurtures strong relationships.

Collaborates effectively with others to get things done.

Communicates effectively and confidently and is comfortable engaging all clients.

Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

Likes to learn, adapts to new information and seeks the right solutions for clients.

Efficiently manages your time and capacity.

Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired skills:

Strong computer skills with an ability to multitask in a demanding environment.

At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Obtained your insurance licenses.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Full time

JR-19080303

Manages People: No

Travel: Yes, 25% of the time

Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


See full job description



Chase Wealth Management - Financial Advisor - Redwood City, CA (Woodside Rd)
Req #: 200007599

Location: Redwood City , CA, US

Job Category: Wealth Management

Job Description:

At JP 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'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As part of Consumer Banking, the branch-based Chase Wealth Management Financial Advisor offers 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 are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

What you will possess

  • Teamwork and Influence . You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.
  • Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.


  • Customer Obsession . You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
  • One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

What you will receive

Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

Licenses, Designations, and Education

  • At least 1 year in a Banker role or equivalent financial services experience.
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred


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.



  • See full job description

    Merrill Edge Financial Solutions Advisor - Silicon Valley Area

    Mountain View, California

    Job Description:

    At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisorsthose with a passion for growing a long term career and a drive to make our clients financial lives better.

    If you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.

    From day one, you will receive training from our award-winning Academy at Bank of America . This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. Youll learn to consider a clients entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.

    With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

    Well help you

    Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

    Get training and one-on-one coaching from Academy managers who are invested in your success. Youll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.

    Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.

    Get smart on core banking and investment solutions and connect clients to all of the solutions we provide.

    Build your network. Starting at a financial center, youll interact with banking customers, small business owners and higher net worth clients alike. Youll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

    Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.

    Continuously learn and grow , with on-going career development support and opportunities for advancement with Bank of America and Merrill.

    Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.

    As a Financial Solutions Advisor II, you can look forward to

    Unlimited potential for financial growth.

    A strong referral network from across the business that will give you a leg-up on client acquisition.

    Robust marketing support to reach wider audiences with greater appeal.

    Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

    Leadership opportunities, from leading client and conference seminars to mentoring junior associates.

    Were a culture that

    Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    Required skills:

    Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

    Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

    Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    Sets and accomplishes goals, achieving whatever you put your mind to.

    Builds and nurtures strong relationships.

    Collaborates effectively with others to get things done.

    Communicates effectively and confidently and is comfortable engaging all clients.

    Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

    Likes to learn, adapts to new information and seeks the right solutions for clients.

    Efficiently manages your time and capacity.

    Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    Desired skills:

    Strong computer skills with an ability to multitask in a demanding environment.

    At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

    Obtained your insurance licenses.

    Shift:

    1st shift (United States of America)

    Hours Per Week:

    40

    Full time

    JR-19082871

    Manages People: No

    Travel: Yes, 10% of the time

    Talent Acquisition Contact:

    Referral Bonus:

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

    To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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.

    To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


    See full job description

    Job Description


    WHY AXA ADVISORS?
    AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.

    OUR VISION
    Our strategy begins and ends with our customers’ needs, goals and aspirations. We are long-term strategists who emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.

    OUR RESOURCES
    AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC and AllianceBernstein, L.P. We are a part of the global AXA Group*, which has 100.0 billion Euros in revenues as of December 31, 20161. The success of the AXA family of brands gives us capabilities and an “opportunistic synergism” which help our clients pursue long-term financial success.

    OUR PEOPLE
    The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a “natural market” of friends, family members and professional contacts who may very well be in need of professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you could be working side by side with some of the leading minds in the business.


    OUR TRAINING PROGRAM
    At AXA Advisors we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional(CFP®) and Chartered Financial Consultant (ChFC).



    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

    OUR COMPENSATION PROGRAM
    Let’s face it. You can’t attract quality people with a second-best compensation package. As an AXA Advisors Financial Professional, you’ll have operational flexibility while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations. If selected, you’ll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.


    OUR REQUIREMENTS
    To qualify, you should have a strong business background and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

    Come join the ranks of approximately 5,000 Financial Professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. Apply now for immediate consideration.

    Seek a greater challenge and be life confident.

    AXA Advisors, LLC, member SIPC and FINRA, is an Equal Opportunity Employer M/F/D/V.


    *“AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.


    1 12/31/16. AXA is based in France where the official currency is the Euro.


    GE 126077 (6/17)(Exp 6/19)



    See full job description

    Job Description


    We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


    Job description


    New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


    As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


    · Highly self-motivated and self-disciplined with the ability to work effectively and independently


    · Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


    · Fearless, positive attitude and willingness to be accountable for results


    · Organized, detail-oriented and excellent time-management skills


    · Desire for continuous learning


    · Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


     


    Why New York Life?


    From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


    Our extensive, agent-focused resources include:


    · Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


    · The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


    · Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


    · Dedicated underwriters who work diligently on cases


    · Committed managers who don’t sell; instead they’re dedicated to helping you succeed


    · A team of highly-trained, experienced product consultants to support your client acquisition needs


    · Significant income potential


    · Substantial benefits, including a defined benefit pension plan and 401k1


    About New York Life


    We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


     


    Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency


    EOE M/F/D/V/SO


    SMRU 1708927 (Exp.07.01.2019)


    1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



    See full job description

    Job Description


    Location: San Mateo, CA


    Duration: Direct Hire


     


    Required:



    • 4yr degree or higher

    • Knowledge of Capital Markets

    • 1-4yrs of related experience required

    • Investor/Investment relations experience


     


    Description:



    • Prestigious Financial Advisory firm seeking Junior Financial Advisors/Consultants with 1-4 years experience in same or similar roles.

    • High net worth clients provided by the company + excellent benefits & training.


     


    Company Description

    HirePower Personnel, Inc. (HPP) is a woman-owned and operated Staffing and IT Professional Services business incorporated in 2002. HPP continually assesses the business climate and develops staffing applications to meet our client’s needs. Exceptional customer service and a results-oriented approach to employment enable us to create the right fit for both the client and employee. HPP holds Historically Underutilized Business (HUB) and Women’s Business Enterprise (WBE) Certifications.

    We have provided support to clients in the following segments: Information Technology, Refining & Marketing, Exploration & Production, Healthcare, Manufacturing Retail Distribution, Logistics, Payroll & Resource Planning Optimization, Geology & Geophysical, Finance, Administration, Customer Service, and Automotive.

    HPP has a proven track record of successfully managing multiple projects and revenue streams over $4M annually per project. Our thorough vetting system includes extensive background checks, drug screening, a proprietary resume database of qualified personnel and account-specific recruiters to ensure comprehensive service and true partnership. We also have a Global Resourcing Center based in Romania that allows us to work around the clock sourcing candidates to fulfill your staffing needs.


    See full job description

    Job Description


    JOIN US


    If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:



    • Manage their own work schedule and establish an attractive work/life balance.

    • Engage in comprehensive and ongoing professional training and development.

    • Utilize state-of-the-art marketing and sales solutions.

    • Build their career with significant income potential.

    • Grow their business supported by the financial strength and integrity of New York Life.

    • Make a difference in their community by helping others achieve peace of mind.

    • Customize their career path to match their personal goals.

    • Experience a lifetime of learning and professional development.

    • Enjoy recognition and rewards for their achievements.

    • Explore a defined career path including opportunities in Management for qualified individuals.


    Qualifications:



    • Must be highly motivated and self-disciplined.

    • Possess self-management skills.

    • Ability to work in a team-based environment.

    • Strong leadership and communication skills.

    • Integrity and strong moral character.

    • Bilingual is a plus. (Spanish, Mandarin, Cantonese Tagalog)


    Here's what you'll do:



    • Develop your professional sales skills and knowledge.

    • Develop and implement business and sales and marketing plans.

    • Prospect for potential clients and business relationships.

    • Discuss financial concerns and needs of individuals and business owners.

    • Solution Design: Present potential solutions using our suite of products and services.

    • Develop your professional skills and knowledge.

    • Provide ongoing customer service and support to existing clients.


    Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.


    Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.


    Tony G. Garibaldi, CFP® LUTCF


    Partner


    Greater San Francisco Office


    New York Life Insurance Company


    Eagle Strategies LLC


    NYLIFE Securities LLC


    CA Ins. Lic. # 0G86754


    Greater San Francisco General Office


    425 Market Street, Suite 1600


    San Francisco, CA 94105


    Bus. 415 393 6009


    Cell. 650 455 2085


    Fax. 415 393 6124


    Company Description

    Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

    We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).


    See full job description

    Job Description


    JOIN US


    If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:



    • Manage their own work schedule and establish an attractive work/life balance.

    • Engage in comprehensive and ongoing professional training and development.

    • Utilize state-of-the-art marketing and sales solutions.

    • Build their career with significant income potential.

    • Grow their business supported by the financial strength and integrity of New York Life.

    • Make a difference in their community by helping others achieve peace of mind.

    • Customize their career path to match their personal goals.

    • Experience a lifetime of learning and professional development.

    • Enjoy recognition and rewards for their achievements.

    • Explore a defined career path including opportunities in Management for qualified individuals.


    Qualifications:



    • Must be highly motivated and self-disciplined.

    • Possess self-management skills.

    • Ability to work in a team-based environment.

    • Strong leadership and communication skills.

    • Integrity and strong moral character.

    • Bilingual is a plus. (Spanish, Mandarin, Cantonese Tagalog)


    Here's what you'll do:



    • Develop your professional sales skills and knowledge.

    • Develop and implement business and sales and marketing plans.

    • Prospect for potential clients and business relationships.

    • Discuss financial concerns and needs of individuals and business owners.

    • Solution Design: Present potential solutions using our suite of products and services.

    • Develop your professional skills and knowledge.

    • Provide ongoing customer service and support to existing clients.


    Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.


    Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.


    Tony G. Garibaldi, CFP® LUTCF


    Partner


    Greater San Francisco Office


    New York Life Insurance Company


    Eagle Strategies LLC


    NYLIFE Securities LLC


    CA Ins. Lic. # 0G86754


    Greater San Francisco General Office


    425 Market Street, Suite 1600


    San Francisco, CA 94105


    Bus. 415 393 6009


    Cell. 650 455 2085


    Fax. 415 393 6124


    Company Description

    Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

    We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).


    See full job description

    We're More Than Insurance

    At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

     

    In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

     

    What you’re good at…



    • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


    • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


    • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


    • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


    • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

     

    What you can expect from us…



    • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


    • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


    • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


    • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


    • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

     

    Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

     

    Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


    See full job description

    We're More Than Insurance

    At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

     

    In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

     

    What you’re good at…



    • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


    • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


    • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


    • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


    • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

     

    What you can expect from us…



    • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


    • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


    • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


    • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


    • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

     

    Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

     

    Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


    See full job description

    Job Description


    Responsibilities:


    Directly support one of GW & Wade’s client Counselors regarding issues such as:



    • Investment portfolio construction and management; long-term investment strategy

    • Income tax planning, including federal and state tax return preparation and tax dispute resolution

    • Public and private company stock, stock options, restricted stock units, and stock purchase plans

    • Retirement and other forward-looking planning

    • Estate plan architecture; gifting strategies; estate and gift taxes


    Requirements:



    • One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA

    • 2-3 years of professional experience in finance, accounting, law, and/or taxation

    • Exceptional interpersonal and communication skills: the successful candidate eventually will work with clients, give group presentations, and participate in new business development

    • Works effectively in a team environment

    • Detail oriented and strong organizational ability

    • Extensive Microsoft Office expeience and good overall computer skills


    Desired Experience:



    • Knowledge and experience with individual income tax issues & return preparation

    • Experience serving executive/professional clients and exercising a high level of discretion

    • Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)


    Salary commensurate with experience.


    Company Description

    GW & Wade is an independently managed, fee-based financial advisory firm with $6 billion of assets under management (12/31/18). Our offices are located in Wellesley, MA, Palo Alto, CA, and Reston, VA. Since 1986, GW & Wade has been an industry-leading financial adviser, providing successful executive management teams, individuals and their families with holistic tax planning, retirement planning, estate planning and investment management services.

    Please visit www.gwwade.com for more information about the company.


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    Job Description


    JOIN US


    If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:



    • Manage their own work schedule and establish an attractive work/life balance.

    • Engage in comprehensive and ongoing professional training and development.

    • Utilize state-of-the-art marketing and sales solutions.

    • Build their career with significant income potential.

    • Grow their business supported by the financial strength and integrity of New York Life.

    • Make a difference in their community by helping others achieve peace of mind.

    • Customize their career path to match their personal goals.

    • Experience a lifetime of learning and professional development.

    • Enjoy recognition and rewards for their achievements.

    • Explore a defined career path including opportunities in Management for qualified individuals.


    Qualifications:



    • Must be highly motivated and self-disciplined.

    • Possess self-management skills.

    • Ability to work in a team-based environment.

    • Strong leadership and communication skills.

    • Integrity and strong moral character.

    • Bilingual is a plus. (Spanish, Mandarin, Cantonese Tagalog)


    Here's what you'll do:



    • Develop your professional sales skills and knowledge.

    • Develop and implement business and sales and marketing plans.

    • Prospect for potential clients and business relationships.

    • Discuss financial concerns and needs of individuals and business owners.

    • Solution Design: Present potential solutions using our suite of products and services.

    • Develop your professional skills and knowledge.

    • Provide ongoing customer service and support to existing clients.


    Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.


    Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.


    Company Description

    Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

    We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).


    See full job description
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