This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
This position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
This employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.
This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management / value tracking to support sound decision-making and capital allocation. Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.
As a Director you’ll move Pacific Life, and your career, forward by assisting to develop and support the launch of new annuity products that deliver high value for our customers and align with Pacific Life’s long-term strategy.
In this capacity, the candidate is expected to develop economic models, production level systems, strong controls and governance and insights that can support the execution of:
Pacific Life Risk Management’s development, governance, and delivery of scenarios throughout the enterprise.
Ability to design, implement, and maintain production grade‑ quantitative codebases for large‑scale stochastic simulation, including performance optimization, testing, version control, and reproducibility suitable for valuation, regulatory use, and audit.
For-jobs-where-work-will-be-performed-in-unincorporated-LA-County,-the-employer-provides-the-following-statement-in-accordance-with-the-Los-Angeles-County-Fair-Chance-Ordinance.-Criminal-history-may-have-a-direct,-adverse,-and-negative-relationship-on-the-following-job-duties,-potentially-resulting-in-the-withdrawal-of-the-conditional-offer-of-employment: Consistently-supports-compliance-and-the-Principles-of-Responsibility-(Kaiser-Permanente's-Code-of-Conduct)-by-maintaining-the-privacy-and-confidentiality-of-information,-protecting-the-assets-of-the-organization,-acting-with-ethics-and-integrity,-reporting-non-compliance,-and-adhering-to-applicable-federal,-state,-and-local-laws-and-regulations,-accreditation,-and-licensure-requirements-(where-applicable),-and-Kaiser-Permanente's-policies-and-procedures. Minimum-of-three-(3)-years-of-relevant-experience-in-Health-Care-billing,-collections-or-Financial-Counseling-or-equivalent.-Typing-35-WPM-or-as-required-by-Medical-Center.-Ability-to-demonstrate-knowledge-of-and-to-utilize-Government-Programs-and-alternate-payer-sources-(Workers-Compensation,-TPL,-COB,-Commercial,-etc.).-Demonstrated-ability-in-patient-registration,-admissions,-and-billing-practice-required.
Manager, you will be responsible for maintaining financial management reports, coordinating communication with subsidiaries, projecting monthly and annual sales against budgets, and contributing to monthly and annual period-end close processes. The role involves proactively managing the preparation of the annual budget between subsidiaries and headquarters, providing comprehensive operational and financial analyses to support and guide strategic planning at HQ.