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 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.
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.
Qualifications and Requirements: • BA Degree • Masters degree in business administration, accounting, or finance preferred • Knowledge of acceptable financial principals • Knowledge of database and accounting computer application systems to supply the most accurate financial information • Experience & Abilities: • Must have a minimum of 7 - 10 years' experience in a senior - level position and 5 years in non-profit accounting and Federally Qualified Health Centers • Excellent interpersonal, organizational, and project management skills • Report writing preferred • Highly organized and work effectively with other IT team members • Licensure and Certifications • C.P.A. General Summary: Plan, organize and direct the Financial Department including the development, interpretation, coordination and administration of South-Central Family Health Centers (SCFHC) policies and procedures on finance, accounting, insurance, financial/accounting systems, internal controls and auditing.
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.
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.
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.
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. Balance product profit, risk, and market competitiveness; help develop and test creative solutions to challenges encountered in product design, pricing, and implementation processes.
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.
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.
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:
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