NewSpecialist, Financial Analytics & AI Intelligence Reed Smith USSpecialist, Financial Analytics & AI IntelligenceSan Francisco, California$30–$33.65Full timeReporting to the Manager - Financial Operations & Analytics, this entry-level role assists with financial reporting, operational analytics, AI market intelligence, and strategic research supporting the Reed Smith AI Lab. This role provides a development path toward Senior Analyst, Manager, Financial Operations & Analytics, AI Strategy, and other business and technology leadership opportunities within Reed Smith Legal Solutions.
NewFinancial Specialists, All Other LL.US.13-2099 VoltFinancial Specialists, All Other LL.US.13-2099Santa Fe Springs, CA$35–$48 / hourWorked closely with Program Managers, Finance teams, Control Account Managers (CAMs), and Scheduling functions on the ASARS-2B Production Program, supporting Earned Value Management System (EVMS) reporting, analysis, and variance identification. Hybrid Pay Rate: $35.00 - $48.00 per hour Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Marketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
NewAccounts Payable Specialist III JobotAccounts Payable Specialist IIIIrvine, CA$60,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
Payroll Specialist JobotPayroll SpecialistFresno, CA$20–$25 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Oversee and manage all aspects of payroll processing for employees (union and non-union), including but not limited to, wages, deductions, sick pay, vacation time, and accruals.
NewProject Billing Specialist JobotProject Billing SpecialistAnaheim, CA$80,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in job cost, Construction Accounting, Project Accounting, T&M, Time & Material, time and material, and experience with Sage, Vista Viewpoint, viewpoint, job costing, AIA billing, and AIA invoicing.
NewBAS/BMS Controls Specialist JobotBAS/BMS Controls SpecialistLos Angeles, CA$80,000–$120,000 / yearWe are a national building automation and energy services provider with private financial backing that provides full-scope building smart building automation to help building owners and managers improve efficiency and reduce operational costs while improving comfort for tenants. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewBAS/HVAC Controls Specialist JobotBAS/HVAC Controls SpecialistSan Diego, CA$80,000–$120,000 / yearWe are a national building automation and energy services provider with private financial backing that provides full-scope building smart building automation to help building owners and managers improve efficiency and reduce operational costs while improving comfort for tenants. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewHR Operations & Accounting Specialist JobotHR Operations & Accounting SpecialistMadera, CA$75,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will also have experience with projects, support, open enrollment, employee benefits, wage garnishment, and deductions, along with processing payroll and quarterly close.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewPSO/T&M Billing Specialist (Hybrid) Kforce Inc.PSO/T&M Billing Specialist (Hybrid)Carmel Valley, CA$20–$30Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantBrea, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)San Francisco, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Digital Ad Operations Specialist Pinnacle Technical ResourcesDigital Ad Operations SpecialistSanta Clara,, California$50–$55 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. • Deep expertise in DSPs like Display & Video 360 (DV360), The Trade Desk (TTD) and major social platforms including Meta (Facebook/Instagram), LinkedIn, and Reddit.
NewLead Specialist, Oracle EPM KPMGLead Specialist, Oracle EPMSan Francisco, CA$152,475–$253,230 / yearManage work assignments and ticket progress in KPMG's ServiceNow environment, ensuring accurate documentation, communication, and timely updates to stakeholders; drive efficiency by continuously improving business process and task automation; support multiple clients simultaneously by prioritizing service requests, maintaining SLAs, and applying ITIL aligned service management practices. Ability to work closely with a mixed team including project managers, technical consultants (both on and offshore) and clients to deploy and operate technology solutions, including the ability to identify a problem and enact a multi-step approach to research the cause and resolve.
NewSenior Specialist, Deal Advisory & Strategy Analytics KPMGSenior Specialist, Deal Advisory & Strategy AnalyticsLos Angeles, CA$102,790–$217,810 / yearSuperior analytical skills using financial modeling, research, and accounting analysis; proficiency with financial research tools; experience with scripting languages such as Python, R or SQL; data visualization tools such Power BI or Tableau; and data preparation tools such as Databricks and Alteryx. Strong communication skills with the ability to explain technical concepts and analytics-driven findings to business people potentially including C-level executives; able to explain business processes, concepts, challenges, and issues to technical resources.
NewClinical Technology Specialist ForTec MedicalClinical Technology SpecialistSanta Cruz, CA$28–$34 / hourMeet customer needs, provide exceptional customer service, and foster strong, professional relationships with both ForTec team members and healthcare partners. If you have prior medical, EMT, Surgical Technologist, or military experience, your background can provide a smooth transition into the clinical technology specialist role.
Accounts Payable Specialist Vaco LLCAccounts Payable SpecialistIrvine, CA$31–$34 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounting Specialist Butler America AerospaceAccounting SpecialistChula Vista, CA$25–$30 / hourFull timeDescription: The Accounting Specialist (Contractor) will support the Accounting & Controllership team by performing a variety of general accounting activities to ensure timely, accurate, and compliant financial information. The contractor will work closely with the accounting team to maintain financial records, support month?end close, and assist with day?to?day operational accounting tasks.
Middle Market Underwriting Specialist Sentry InsuranceMiddle Market Underwriting SpecialistIrvine, CA$98,900–$148,300 / yearIn the state of California, at an Underwriting Specialist Senior level, based on qualifications and experience the range for annual compensation for this position is between $119,600 - $179,400. In this role, you will: Work closely with agency partners and internal sales partners to obtain information needed to properly underwrite, price, and program individual policies/accounts.
NewProject Manager, Data & Business Apps - Healthcare - Contract JobotProject Manager, Data & Business Apps - Healthcare - ContractLos Angeles, CA$70–$85 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Previous Experience Required: Minimum 5 years of project management experience leading information technology projects, including requesting/securing approval to start projects through project closeout.
Adobe Experience Platform (AEP) Architect Zensar TechnologiesAdobe Experience Platform (AEP) ArchitectSan Ramon, CA$150,000–$160,000 / yearFull timeThe individual will serve as the primary onsite lead for the implementation, integration, and activation of Adobe Experience Platform (AEP), Adobe Real-Time CDP (RTCDP), Customer Journey Analytics (CJA), Adobe Journey Optimizer (AJO), Adobe Target, AEM, CRM, and other enterprise data sources. The role requires close collaboration with Business, Marketing, Sales Operations, Data, and IT teams, translating business objectives into scalable customer data and activation solutions while ensuring seamless integration across the ecosystem.
NewLead Specialist, IAM, Saviynt KPMGLead Specialist, IAM, SaviyntSan Francisco, CA$114,095–$268,180 / yearStrong hands-on experience with IAM platforms such as Saviynt and CyberArk (preferred); additional experience with SailPoint, Ping, or Okta, along with proficiency in Python, PowerShell, Java, or JavaScript, and integration technologies (REST, SOAP, SAML, OAuth, OIDC, LDAP). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Production Specialist/Engineer II Pinnacle Technical ResourcesProduction Specialist/Engineer IICupertino,, California$50–$60 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Strong listening skills with the ability to interpret requests from creative and production teams, asking thoughtful clarifying questions when needed.
Contracts Specialist Vaco LLCContracts SpecialistNovato, CA$45–$50 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Accounts Receivable Collection Specialist Dialysis Clinic, Inc.Accounts Receivable Collection SpecialistSacramento, CA$25–$27 / hourDCI’s Differentiator: Since opening the first clinic 50 years ago in Nashville, Tenn., our Dialysis Clinic, Inc. family has grown to be the nation’s largest nonprofit dialysis provider with more than 270 locations in 30 states, serving nearly 14,000 patients each day. Join DCI today to build relationships and gain fulfillment serving individuals in our comfortable clinical setting with a lower caregiver-to-patient ratio than other providers.
Accounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistSan Diego, CA$60,000–$75,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
M&A Specialist Diedre Moire Corp.M&A SpecialistSan Jose, CA$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Shall: • Determine acceptability of Representations and Warranties Insurance and Transactional Risk Insurance options for Mergers and Acquisitions deals using high level financial risk analysis and negotiating with buyers and sellers.
Accounts Receivable Specialist Telnet IncAccounts Receivable SpecialistSanta Ana, CA$50,000–$55,000 / yearContractorA typical accounting assistant is responsible for a wide range of technology and can work in areas closely related to computers. The main function of an accounting assistant is to compute, classify, and record numerical data to keep financial records complete.
Client Support Specialist - Front Desk Coordinator Strategy Law, LLPClient Support Specialist - Front Desk CoordinatorSan Jose, CA$26–$30 / hourOur attorneys represent small to medium-sized businesses, individuals, growth technology companies, financial institutions, commercial real estate investors and developers, and international companies doing business in the U.S. Strategy Law Core Focus : Excellent Solutions, Trusted Relationships, Building Community. Handling new client intake process from initial contact through transition to responsible attorney, including running conflict checks, preparing and tracking Legal Services Agreements and Conflict Waivers.
M&A Attorney & Tax Specialist Diedre Moire Corp.M&A Attorney & Tax SpecialistSan Jose, CA$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Attorney Lawyer Insurance Company Litigation Policy Development Transaction #DiedreMoire #InsuranceJobs #AttorneyJobs #LitigationJobs #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistLos Angeles, CA$300,000–$400,000 / yearFull timeBuyer and seller allocation of purchase price as, for example, an asset or 338 transaction; IRC Section 1060; GAAP treatment related to structuring and purchase price allocation; Section 1231 gains such as: goodwill, land, and other assets with fair market values higher than original tax cost; Section 197 issues such as: short-lived assets including machinery and equipment, inventory, prepaid expenses, etc. • Post-Transaction Filing Elections and Requirement such as: Adjusting or selecting different tax elections and accounting periods and methods; Year-end conformity with affiliated companies' year-ends and "short-period" returns; Responsibility for the pre- and post-acquisition income tax, payroll tax, property tax and other filings.
NewLoss Prevention Safety Specialist Goodwill Southern CaliforniaLoss Prevention Safety SpecialistLos Angeles, CADaily operations duties: Visually seen by customers and Ambassadors while on sales floor, greets customers, customer service, focuses on high shrink areas of store, focuses on purchase products, customer service shoplifters, de-escalates shoplifters and aggressive customers, assists Managers with trespassing, responds and directs in emergencies, assists in evacuations, camera surveillance when needed, clears safety hazards, partners with Regional Loss Prevention Manager, reports incidents. The LP Safety Specialist monitors surveillance camera systems, secures building, provides reception, administrative and informational services, creates reports and provides exceptional customer service in the process.
Retail Operations Specialist Goodwill Southern CaliforniaRetail Operations SpecialistLos Angeles, CA$24–$26This role serves as the primary liaison between Goodwill Retail Services, external placement agencies, and retail leadership to ensure placements are effectively onboarded, monitored, and supported throughout their assignment. Through ongoing collaboration with site leaders and external partners, the Specialist promotes operational efficiency, consistency, and compliance across retail operations while ensuring that all placements are coordinated through approved and authorized agency partners.
Specialist, WCD LA City EWDD Goodwill Southern CaliforniaSpecialist, WCD LA City EWDDLos Angeles, CA$26–$31.50Empower participants toward self-sufficiency by connecting them with vital resource partners and programs offering comprehensive life skills and pre-employment soft skills development, encompassing financial management, employment readiness, education, social services, legal assistance, housing, healthcare, personal hygiene, and effective coping strategies. Document participant journeys by maintaining meticulously case notes, ensuring accurate and timely record-keeping, expertly managing confidential electronic and paper case files, and generating insightful progress reports, efficient schedules, and precise timesheets in compliance with program and company requirements.
Specialist, WCD Programs Goodwill Southern CaliforniaSpecialist, WCD ProgramsLos Angeles, CAGoodwill SoCal is looking for a compassionate and organized WCD Programs Specialist to help participants overcome barriers and achieve employment success through personalized coaching and support. Goodwill is one of the leading non-profit brands in the world and one of the largest non-profits in Southern California.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingSan Francisco, CAThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Financial Specialist U.S. Department of JusticeFinancial SpecialistSacramento, CA$52,727–$68,549 / yearYou may qualify at the GS-0501-9 level, if you fulfill one of the following qualifications: A. Specialized Experience: One year (12-months) of full-time specialized work experience equivalent to the GS-07 grade level in the Federal service that demonstrates your ability to:1) Review financial reports in order to identify problem areas and recommend solutions; 2) Analyze financial obligations and expenditures to ensure compliance with established policies and procedures; 3) Advise management on procurements and/or purchase requests; and 4) Recognize and apply problem solving to complex problems. If you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability.
Program Financial Specialist Ultimate Staffing ServicesProgram Financial SpecialistIrvine, California$33–$36 / hourThis role contributes to the development, maintenance, and execution of financial processes that support Employee Benefits Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA). Support the annual renewal process by drafting, configuring, and testing client letter templates, ensuring accuracy of financial data and timely distribution.
Student Account Financial Specialist – Future Opportunities Aviation Institute of MaintenanceStudent Account Financial Specialist – Future OpportunitiesFremont, CaliforniaWith 15 campuses nationwide, AIM is a cornerstone in the aviation industry, accounting for 20% of all students attending FAA-certified Airframe & Powerplant (A&P) schools across the country. This role is crucial to managing federal funding, alternative financing, and third-party billing—ensuring students are financially supported and institutional operations run smoothly.
Financial Services Specialist – California All Financial FreedomFinancial Services Specialist – CaliforniaSacramento, CA$40,000–$85,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Services Specialist All Financial FreedomFinancial Services SpecialistOld Palo Alto, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Financial Services Specialist Loma Linda University Medical CenterFinancial Services SpecialistSan Bernardino, CAAble to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Financial Clearance Specialist IV - Admitting - Full Time 8 Hour Variable Shift (Non Union) University of Southern CaliforniaFinancial Clearance Specialist IV - Admitting - Full Time 8 Hour Variable Shift (Non Union)Glendale, CaliforniaWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate’s work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Minimum (3) years of experience in a hospital, health plan or Physician office environment with extensive knowledge of contracted and non-contracted payers, division of financial responsibility, including the ability to articulate benefit negotiations as required when adjudicating a letter of agreement with a non-contracted payer.
Financial Services Specialist, Collections Tesla IncFinancial Services Specialist, CollectionsHayward, CAAs a Financial Services Specialist you will help manage Teslas North American captive vehicle leasing vehicle loan and energy loan portfolio. Pay offered may vary depending on multiple individualized factors including market location job-related knowledge skills and experience.
Financial Specialist United States CourtsFinancial SpecialistSacramento, CA$54,716–$107,632 / yearLocation Sacramento, CA Opening and Closing Dates 07/14/2026 - Open Until Filled Appointment Type Permanent Classification Level/Grade CL 25 - 27 Salary $54,716 - $107,632 Link to Court Careers Information https://www.caed.uscourts.gov/caednew/index.cfm/careers/ Court Name/Organization California Eastern District Court Overview of the Position The Clerk's Office is seeking applicants for a Financial Specialist position in our Sacramento office.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.