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.
This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.
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.
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.
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.
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.
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:
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.
p>To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word. This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively.