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.
li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Los Angeles, California; Rolling Hills Estates, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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.
p>Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
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.
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.
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.
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.
The Financial Aid Counselor evaluates financial aid applications, awards need-based and merit-based aid, represents the college to students and parents at outreach activities and with public and private organizations, attends training workshops and conferences, and keeps informed of changes to financial aid programs to ensure compliance with federal and state regulations as well as institutional policies. Communication:
About the Department/Position: Under the general direction of the Director of Financial Aid and Scholarships, the Associate Director provides leadership, oversight, and supervision of daily operations to ensure the accurate and timely delivery of all federal, state, and institutional aid programs. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California.
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.
p>The following benefits and additional compensation are available to those regular employees who work 20+ hours per week: Health, Dental and vision insurance, Health Savings Account, Healthcare Flexible Spending Account, Life insurance, Long-term disability leave, Dependent daycare spending account, Tuition assistance/reimbursement, and Simple Steps (global well-being program). If you are applying to perform work for Medtronic, Inc. ("Medtronic") in any position which will involve performing at least two (2) hours of work on average each week within the unincorporated areas of Los Angeles County, you can find here a list of all material job duties of the specific job position which Medtronic reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.