p style="margin:0px 0px 0.75rem;padding:0px">If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role
Real estate sales
Mortgage / lending
Auto sales
Telecom / wireless sales
B2B / SaaS sales
Timeshare / vacation sales
Solar / home services
Any commission-based role
What you will be doing. Your current sales job
Capped + commute
Quota ceiling.
Irvine, California21 days ago
We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track!
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Los Angeles, CA28 days ago
p>In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. The Senior Consultant will collaborate with various teams and help support and execute client engagements by:
- Developing knowledge management, including tools, methodologies, reports, models, work plans, checklists and processes.
Irvine, California18 days ago
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
This role operates as a core member of a high-performing, cross-functional client team, partnering closely with Producers, Managing Consultants, Senior Benefit Consultants, and Account Management to deliver a seamless and strategic client experience. OneDigital complies with all criminal history inquiry [or ban the box] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Los Angeles, CA30+ days ago
Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Culver City, CA26 days ago
li>Lead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Recruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
p>Proven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today.
The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long-term, measurable impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.
Culver City, CA30+ days ago
The work: While there will never be a typical day at Accenture Song, weve highlighted a few of your exciting responsibilities: Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration.
Los Angeles, CA30+ days ago
li>3+ years of experience working for a Consulting Firm or equivalent industry experience specifically working in data and financial modeling, strategic planning, managing client relationships, creating, and delivering client service work that exceeds client expectations, communicating (both written and oral) and presenting complex technical issues to non-technical staff. Designing scalable, reusable financial solutions for scenario analysis, sensitivity testing, and long-term planning; coordinating with Deloitte subject matter specialists across tax, valuation, accounting, consulting, regulatory, and business functions; and supporting business development activities for the Modeling & Insights Practice.
Los Angeles, CA20 days ago
p>Our Modeling & Insights (M&I) team, a practice within our Valuation & Modeling practice, delivers clients the confidence to act on strategic decisions by transforming complexity into clarity through financial expertise, modeling tools, and strategic insight. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
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Los Angeles, CA30+ days ago
p>Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
Los Angeles, CA30+ days ago
Major Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
p>Additional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
Newport Beach, CA30+ days ago
li>Closely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
El Segundo, CA25 days ago
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Irvine, California30+ days ago
As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. We’re looking for exceptional fractional CFOs who are experts in the Construction industry to join our bench of independent contractors - to serve our clients in upcoming and recurring projects.
Irvine, California30+ days ago
At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
Beverly Hills, California30+ days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
li>Participate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to:
Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives.
Responsibilities:
Business Consulting:
Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
Temple City, CA30+ days ago
Relationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. - Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Conducting joint appointments with clients focused on consultations through Fidelitys guidance offering • Educating and planning with clients to uncover opportunities that will lead to the clients success • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce • Building long-lasting, meaningful relationships with clients • Mentoring and supporting the success of your peers. • Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families • Ability to profile to understand planning needs and identify appropriate solutions • You have a vested interest in building relationships and being an advocate for clients • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals • Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship.
p>You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
ul>5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace.
7+ years of mortgage-related experience with US financial institutions in credit risk, marketing, or servicing/collections functions, including one or more of; risk-based pricing or servicing strategy development, prescreen marketing campaign development, custom model development using consumer credit and/or marketing data, or other credit lifecycle analytics. Being a trusted advisor, you''ll collaborate with sales teams and internal experts to design solutions for complex, high-value deals, ensuring Experian delivers measurable value and long-term partnerships.
Los Angeles, CA30+ days ago
Our client is a nationally recognized accounting and advisory firm with a strong valuation and financial modeling practice serving start-ups, private and public companies, venture capital and private equity firms, attorneys, and estates. - Lead and deliver business valuation engagements for purposes including financial reporting (ASC 805/350), 409A/ASC 718, gift and estate tax, litigation support, management planning, and M&A.