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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. 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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. Responsibilities: Develop and maintain knowledge of the evolving products and services Provide information about the products and services Advise and educate clients on financial decisions to find the best solutions for their needs Advise clients how to prepare financially in the event of illness, aging and death Prepare and conduct presentations recommending various financial solutions Network and build relationships with new and existing clients Preferred Qualifications/skills: Previous experience in finance, customer service, business, or related fields is not required, but is a plus Strong analytical and critical thinking skills Excellent written and verbal communication skills Interpersonal communication skills Organizational skills, ability to prioritize Ability to build rapport with clients High professional standards and integrity Self-motivated, self-starter Benefits Variety of bonuses Trips for qualifiers Leadership development Monthly/annual awards and recognition Partnership with companies of premier financial strength and integrity Access to state-of-the-art financial analysis software Flexibility in scheduling to accommodate career and personal needs World-class compensation (performance based) Trails, residuals and renewal income About the company We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. 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} else { window.location.href = window.location.href + "?success=1"; } } } </script> <style> #employer-edit.affix { position: fixed; top: 0; width: 100%; z-index:10; } </style> <div id="join_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="join_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="login_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="login_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="loginModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="loginModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="submissionModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="submissionModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="proven-view-job"> <span class="hide" id="jobid">45395</span> <span class="hide" id="referencenumber">56538</span> <div class="container"> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div id="proven-candidate-home-page" class="hidden-xs" style="background: #fff;"> <div class="search-jobs" style="padding-top: 0px;"> <div class="row"> <div class="col-xs-12 col-sm-10 col-sm-offset-1 col-md-10 col-md-offset-1"> <div class="row search-row"> <div class="col-sm-5 search-field"> <input type="text" name="data[Search][search_text]" value="" id="search_text" placeholder="Job Title, Keywords, or Company" /> </div> <div class="col-sm-5 search-field"> <input type="text" value="" id="search-location" placeholder="City, State or Zip" /> </div> <div class="col-sm-2 search-field" style="height:50px;"> <a href="#" id="search-btn" class="btn btn-default" role="button" style="width:100%;">SEARCH</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div class="panel panel-default voffset3"> <div class="panel-body"> <div class="job-post-details"> <div class="row"> <div class="col-xs-3 col-sm-2"> <div class="company-logo"> <img src="/css/images/proven_logo.png" width="90" border="0" class="img-responsive center-block" /> </div> </div> <div class="col-xs-9 col-sm-10"> <h1>Entry Level Financial Associate</h1> <p class="small-bottom-border"> Virtue Independent Brokerage </p> <div class="date-location">May 22, 2019 - Inland Empire</div> <div class="voffset1"> <script type="text/javascript" src="https://s7.addthis.com/js/250/addthis_widget.js#pubid=seanfalconer"></script> </div> </div> </div> <hr /> <div class="row"> <div class="apply-form-link col-xs-12 col-sm-8 col-md-7 col-lg-8"> Apply via email:<br/><a class="red-link" href="mailto:jobs+45395-w@hireproven.com">jobs+45395-w@hireproven.com</a> </div> <div class="col-xs-12 col-sm-4 col-md-5 col-lg-4"> <script type="text/javascript"> var currentLink = null; 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Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. 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Operations Specialist', 'description' => 'Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that uses innovative online tools and technology to change the way small businesses secure financing, and we are looking for talented, motivated individuals to join our team. If you embrace technology and have a desire to work at a dynamic company with a diverse group of highly skilled individuals, make Balboa Capital the launching pad for your successful career. <br><br>Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.<br><br>Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. <strong>When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers.</strong> At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.<br><br><strong>Essential Functions, Duties, and Responsibilities:</strong><br><br><ul><li>Generate property tax reports.</li><li>Audit transaction details submitted by funding department.</li><li>Book transactions in on-boarding database (LeasePlus).</li><li>Complete AR tasks as assigned through the AR Task Queue.</li><li>Complete Title Review Requests submitted via Title Review Task Queue.</li><li>Prepare invoices for upload and proper coding into Avid/Ascend system. Invoice customers for a variety of charges per their transaction.</li><li>Forward prepared invoices to Ameris AP for keying into Avid/Ascend 100 and key invoices into Avid/Ascend 400 for approval and payment processing via ACH and/or Check.</li><li>Receive/enter wire request from Business Center for funding purposes.</li><li>Upload various NACHA files for approval/daily.</li><li>Review/process deposit refund requests.</li><li>Maintain/respond to items received in AP shared inbox.</li><li>Assist in obtaining and maintaining accurate vendor information.</li><li>Ad hoc projects assigned per Management.</li></ul><br><br><strong>Required Knowledge, Skills and Competencies:</strong><br><br><ul><li>Detail oriented</li><li>Proficient in Excel</li><li>Ability to multi-task</li></ul><br><br><strong>Industry and Work Experience:</strong><br><br><ul><li>0 - 1 years of accounts payable/data entry experience, does not need to be industry specific.</li></ul><br><br><strong>Academic:</strong><br><br><ul><li>High school diploma or GED required.</li></ul><br><br><strong>Benefits Available to Employees:</strong><br><br>Ameris Bank provides a comprehensive employee benefit package to all eligible employees.<br><br><ul><li>Medical, Dental and Vision Insurance</li><li>Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment</li><li>Life Insurance provided at no additional cost to employees</li><li>Accidental Death & Dismemberment Coverage</li><li>Long-Term Disability Coverage</li><li>Paid Sick and Vacation Leave</li><li>11 Holidays</li><li>Volunteer/Service Day</li><li>Employee Stock Purchase Plan</li><li>401(k) Retirement Plan</li><li>Ameris Bank matches 50% of your first 8% of contributions to the plan</li><li>Flexible Spending Accounts</li><li>Health Savings Account</li><li>Health Reimbursement Arrangement</li><li>Supplemental Life & Other Insurance Plans</li><li>Identity Theft Protection</li><li>Pet Insurance</li><li>Legal Insurance</li><li>Employee Assistance Program</li><li>Employee Advocacy Program </li><li>Tickets at Work (Entertainment discounts for Ameris Bank Employees)</li><li>Verizon Discount (Associated discount up to 18%)</li><li>Wellness Discounts for Medical Premiums and Other Rewards </li><li>Employee Referral Incentive</li><li>Education Assistance</li><li>Employee Resource Groups </li></ul><br><br><strong>Banking Advantages for Employees:</strong><br><br>In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.<br><br><ul><li>Free Interest Checking</li><li>Free Safe Deposit Box</li><li>Free Money Orders, Travelers' Checks and Cashier Checks</li><li>Discount on Mortgage Origination Fee</li><li>Free Online Banking and Free Unlimited Online Bill Payment</li><li>Employee Banking Perks</li></ul><br><br>Salary Range $42,518 - $59,525.<br><br>Disclaimer:<br><br>The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.<br><br>All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.<br><br>Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br><br>The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. 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These products are to be secured at competitive cost, highest quality and timely delivery, consistent with Company policy and quality performance standards. This position is a strategic role within our Import Supply Chain management. Key objectives will be achieving/improving/exceeding targeted inventory levels on both a quantity and cost basis, managing international supplier relationships and service levels, as well as managing supply and demand within the Import Supply Chain.</p><p>At Bunzl, we know that our employees are our number one asset. We seek to recruit and retain the right people who are passionate about our business and we provide opportunities for our employees so that they may progress within our company based on their talents, experiences, and their aptitude.</p><p>***Responsibilities:***</p><p>* Place purchase orders with approved foreign suppliers based on system generated reports, MRP evaluation, and critical thinking skills that meets the designated inventory plan. Includes data entry, sending/confirmation of purchase orders, and diligent follow-up as needed.Solicit international cost and delivery quotations and update systems accordingly.</p><p>* Communicate with current overseas vendors and internal buying office to manage purchase orders, meet delivery timeliness, and overall service levels each vendor provides.</p><p>* Expedite quotations, orders, container shipments, backorders and resolves vendor/internal errors</p><p>* Maintain accurate electronic data files for all active items, vendor codes, specifically quotations, purchase orders, standard/landed costs, delivery lead-times, etc.</p><p>* Drive supplier OTD (On Time Delivery) by relentlessly follow-up with vendors and transportation department.</p><p>* Responsible for data integrity of products within the company system to evaluate material requirements for internal distribution/manufacturing consumption as well as external customer orders.</p><p>* Communicate effectively with internal purchasing and related company personnel on the status of supplier lead-times, schedule delays, customer expedites or cancellations, and international freight concerns. 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We have grown both organically and through acquisitions to sales in excess of $10 billion. Bunzl North America is headquartered in St. Louis, Missouri. Bunzl North America owns and operates more than 100 warehouses and serves all 50 states, Puerto Rico, Canada and parts of the Caribbean and Mexico. With more than 5,000 employees and 400,000 plus supplies, Bunzl is regarded as a leading supplier in North America.</p><p>*Bunzl Distribution offers competitive salaries, a comfortable work environment, and a full range of benefits including a 401k with a company* *match.*</p><p>*Bunzl Distribution has a tradition of commitment to equal employment opportunity. It is the established policy to attract and retain the best qualified people without regard to race, color, religion, national origin, sex/gender (including pregnancy), sexual orientation, age, disability or veteran status as provided by law.*</p><p>**Qualifications**</p><p>**Skills**</p><p>**Behaviors**</p><p>**:** </p><p>**Motivations**</p><p>**:** </p><p>**Education**</p><p>**Experience**</p><p>**Licenses & Certifications**</p><p>Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities</p><p>The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)</p>', 'post_date' => '2023-06-09T01:59:01Z' ) ), (int) 2 => array( 'Employer' => array( 'company_name' => 'American Income Life' ), 'UtZipcode' => array( 'city' => 'San Bernardino', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=604ae23c618c73eca2a519591&ri=995e6c98f884416d906c19c328a5f840&job_loc=San+Bernardino%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Auyc2%252F2t5R7cFpSO8%253ADYUZpM%252BdPAycdM9dq6bBIQ%253D%253D%253AwsSCSPDHcexIdHNFh3PAlB6Qa28kZ4CPODTvtaPk9r%252FuJ4Ra99lP6bAdSMBUsVJCQMz1MnCbnKOVTHJMU9iAEyqp3aDqFWuBf%252BF1W8UzvwzvCdCZpqujAL16s2FwbXrQ5uWUHiBZPvxBYsj6wDw%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27756682135/', 'title' => 'Entry Level Insurance Sales Agent', 'description' => 'Entry Level Insurance Sales Agent<br />A Sales Career That Grows With You<br />Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company? American Income Life is seeking a driven applicant who is ready to work hard and build their own business while helping people secure much-needed financial protection for their loved ones. With roots going back to 1900, we provide supplemental insurance coverage to labor unions, credit unions and associations in 49 states, the District of Columbia, Canada and New Zealand.<br />What You Get<br />Flexible schedule<br />Competitive pay<br />Advancement opportunities<br />Performance awards<br />Leadership development<br />Community impact<br />Free company-provided leads<br />We believe hard work equals results. If you have a drive to succeed, a high-school diploma or equivalent and excellent people skills, we want to hear from you.<br />Apply now to join our team.', 'post_date' => '2023-06-08T22:32:50Z' ) ), (int) 3 => array( 'Employer' => array( 'company_name' => 'Deloitte' ), 'UtZipcode' => array( 'city' => 'Costa Mesa', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=6005b1cc64bc73eca65026591&ri=995e6c98f884416d906c19c328a5f840&job_loc=Costa+Mesa%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Axw5Xl2zL3NLpdU1i%253Az8y8QixygYcZRvRg3wU2rA%253D%253D%253Ato1zYIBpTv0ZO7ZDXZyBX2e2li7agSOOCuENkA09wuenx3%252BZ%252BIMo57QNYU%252FJxPtLDB2WpNZu5DftVRk5Zcu3VYiHcC0DvdXu4n0QRJb%252BAZQAnJdq7ZvfogNMbJ%252BoYIaS2vRpCMfo8aJ3Qut%252FtPo%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27688333463/', 'title' => 'Data Technologist Tax Manager - Multistate', 'description' => '<p>Position Summary</p><p>Multistate Tax Data Technologist - Manager</p><p>Do you enjoy building new client relationships by responding to clients' needs with technology solutions? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives? We are looking for an experienced tax manager who is ready to assist in growing and maintaining one of the largest multistate tax practices in the United States by developing and using innovative technology to meet client needs.</p><p>What you'll do</p><p>As a Tax Manager within the Multistate Tax Services group, you will identify effective tax technology solutions for new and existing clients in various industry sectors. You will work directly with clients and MTS engagement partners, have access to MTS specialists across the country, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. You will be fully focused on MTS tax technology and innovation to drive growth of MTS practice. Responsibilities will include:</p><p>* Lead business development activities related to state and local tax technology offerings.</p><p>* Draft and present proposals to new and existing clients.</p><p>* Lead delivery on MTS client projects, especially related to application of emerging technologies.</p><p>* Act as a trusted business advisor to clients on a variety of state and local tax technology issues.</p><p>* Maintain and develop strong client relationships on various state tax consulting / compliance engagements.</p><p>* Identify client needs and leverage Deloitte's range of services and extensive resources to meet those needs, and cross-sell among various lines of service.</p><p>* Provide leadership, counseling, and career guidance for the development and motivation of the engagement team.</p><p>The Team</p><p>Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.</p><p>Qualifications</p><p>Required</p><p>* 5+years of experience in an accounting firm or corporate tax environment</p><p>* Strong technology, analytics, and data skills</p><p>* Advanced Excel skills</p><p>* ONESOURCE compliance /provision software tools, corporate tax compliance</p><p>* Data extract/transform/load (ETL) tools (e.g. Alteryx, Informatica, PAXATA)</p><p>* Data visualization and analytics tools (e.g. Power BI, Tableau, QlikView)</p><p>* Bachelor's degree in accounting, finance, or related field</p><p>* Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve</p><p>* One of the following accreditations obtained:</p><p>* Licensed CPA in state of practice/primary office if eligible to sit for the CPA</p><p>* If not CPA eligible:</p><p>* Licensed attorney</p><p>* Enrolled Agent</p><p>* State tax experience- general to advance expertise</p><p>Preferred</p><p>* Experience in Corptax</p><p>* Advanced degree such as Masters of Tax or JD and/or LLM</p><p>* Previous Big 4 or large CPA firm experience</p><p>* Excel at multi-tasking and working in challenging, fast-paced environment</p><p>* Enjoys business development activities</p><p>* Innovative and entrepreneurial</p><p>The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,800 to $205,400.</p><p>You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p><p>Recruiting tips</p><p>From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.</p><p>Benefits</p><p>At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.</p><p>Our people and culture</p><p>Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.</p><p>Our purpose</p><p>Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.</p><p>Professional development</p><p>From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.</p><p>As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.</p><p>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.</p><p>Requisition code: 130760</p>', 'post_date' => '2023-06-06T02:44:09Z' ) ), (int) 4 => array( 'Employer' => array( 'company_name' => 'Ameris' ), 'UtZipcode' => array( 'city' => 'Costa Mesa', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=61c49eb8224c73ecba42d11d1&ri=995e6c98f884416d906c19c328a5f840&job_loc=Costa+Mesa%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AfMCDSniNaj0zKcX7%253AAUEB125puyjfvWBeoYEb5A%253D%253D%253APjQ6IRjrkfd1e%252FR5iHo4%252BafBl8UPlZqxvEATIyqswdndl6FxcRaLR%252F%252BSLWE4dilqojTK6jhB5FCPc1zCSskiLpjMC%252BA2i2sER5T2IqtqZQBRkHXggYEgRMoXbXTbQu%252B5ztwoRZI%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27620352851/', 'title' => 'Balboa - Operations Specialist', 'description' => 'Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that uses innovative online tools and technology to change the way small businesses secure financing, and we are looking for talented, motivated individuals to join our team. If you embrace technology and have a desire to work at a dynamic company with a diverse group of highly skilled individuals, make Balboa Capital the launching pad for your successful career. <br><br>Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.<br><br>Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. <strong>When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers.</strong> At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.<br><br><strong>Essential Functions, Duties, and Responsibilities:</strong><br><br><ul><li>Generate property tax reports.</li><li>Audit transaction details submitted by funding department.</li><li>Book transactions in on-boarding database (LeasePlus).</li><li>Complete AR tasks as assigned through the AR Task Queue.</li><li>Complete Title Review Requests submitted via Title Review Task Queue.</li><li>Prepare invoices for upload and proper coding into Avid/Ascend system. Invoice customers for a variety of charges per their transaction.</li><li>Forward prepared invoices to Ameris AP for keying into Avid/Ascend 100 and key invoices into Avid/Ascend 400 for approval and payment processing via ACH and/or Check.</li><li>Receive/enter wire request from Business Center for funding purposes.</li><li>Upload various NACHA files for approval/daily.</li><li>Review/process deposit refund requests.</li><li>Maintain/respond to items received in AP shared inbox.</li><li>Assist in obtaining and maintaining accurate vendor information.</li><li>Ad hoc projects assigned per Management.</li></ul><br><br><strong>Required Knowledge, Skills and Competencies:</strong><br><br><ul><li>Detail oriented</li><li>Proficient in Excel</li><li>Ability to multi-task</li></ul><br><br><strong>Industry and Work Experience:</strong><br><br><ul><li>0 - 1 years of accounts payable/data entry experience, does not need to be industry specific.</li></ul><br><br><strong>Academic:</strong><br><br><ul><li>High school diploma or GED required.</li></ul><br><br><strong>Benefits Available to Employees:</strong><br><br>Ameris Bank provides a comprehensive employee benefit package to all eligible employees.<br><br><ul><li>Medical, Dental and Vision Insurance</li><li>Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment</li><li>Life Insurance provided at no additional cost to employees</li><li>Accidental Death & Dismemberment Coverage</li><li>Long-Term Disability Coverage</li><li>Paid Sick and Vacation Leave</li><li>11 Holidays</li><li>Volunteer/Service Day</li><li>Employee Stock Purchase Plan</li><li>401(k) Retirement Plan</li><li>Ameris Bank matches 50% of your first 8% of contributions to the plan</li><li>Flexible Spending Accounts</li><li>Health Savings Account</li><li>Health Reimbursement Arrangement</li><li>Supplemental Life & Other Insurance Plans</li><li>Identity Theft Protection</li><li>Pet Insurance</li><li>Legal Insurance</li><li>Employee Assistance Program</li><li>Employee Advocacy Program </li><li>Tickets at Work (Entertainment discounts for Ameris Bank Employees)</li><li>Verizon Discount (Associated discount up to 18%)</li><li>Wellness Discounts for Medical Premiums and Other Rewards </li><li>Employee Referral Incentive</li><li>Education Assistance</li><li>Employee Resource Groups </li></ul><br><br><strong>Banking Advantages for Employees:</strong><br><br>In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.<br><br><ul><li>Free Interest Checking</li><li>Free Safe Deposit Box</li><li>Free Money Orders, Travelers' Checks and Cashier Checks</li><li>Discount on Mortgage Origination Fee</li><li>Free Online Banking and Free Unlimited Online Bill Payment</li><li>Employee Banking Perks</li></ul><br><br>Salary Range $42,518 - $59,525.<br><br>Disclaimer:<br><br>The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.<br><br>All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.<br><br>Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br><br>The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)', 'post_date' => '2023-05-28T13:48:06Z' ) ) ) $title_for_layout = 'Entry Level Financial Associate at Virtue Independent Brokerage' $metatag_description = 'Entry Level Financial AssociateVirtue Independent Brokerage at Proven' $unique_name = 'virtue-independent-brokerage-temecula-ca' $reference_number = '56538' $mobile_image = '' $display_company_title = 'Jobs at Virtue Independent Brokerage' $employer = array( 'EmployersJob' => array( 'id' => '45395', 'employer_id' => '30703', 'ats_url' => '', 'url' => '', 'title' => 'Entry Level Financial Associate', 'craigslist_city' => 'inland empire', 'craigslist_sub_city' => '', 'craigslist_sub_sub_city' => '', 'craigslist_state' => 'California', 'open' => '1', 'post_date' => '2019-05-22 19:41:14', 'duration' => 'full time', 'anonymous_post' => '0', 'compensation' => '', 'zip' => '92590', 'description' => '<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! 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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. Responsibilities: Develop and maintain knowledge of the evolving products and services Provide information about the products and services Advise and educate clients on financial decisions to find the best solutions for their needs Advise clients how to prepare financially in the event of illness, aging and death Prepare and conduct presentations recommending various financial solutions Network and build relationships with new and existing clients Preferred Qualifications/skills: Previous experience in finance, customer service, business, or related fields is not required, but is a plus Strong analytical and critical thinking skills Excellent written and verbal communication skills Interpersonal communication skills Organizational skills, ability to prioritize Ability to build rapport with clients High professional standards and integrity Self-motivated, self-starter Benefits Variety of bonuses Trips for qualifiers Leadership development Monthly/annual awards and recognition Partnership with companies of premier financial strength and integrity Access to state-of-the-art financial analysis software Flexibility in scheduling to accommodate career and personal needs World-class compensation (performance based) Trails, residuals and renewal income About the company We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. 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$("#coverletter").focus(); }); $(document).keypress(function (eh){ $("#errorsBox").hide(); }); $("#login-link").click(function(e) { e.preventDefault(); $("#join_popup").modal("hide"); $("#login_popup #modalContent").html(""); $.ajax({ type: "POST", url: "/users_ajax/loginDialog/employer_id:30703/job_id:45395", success: function(html){ // update the hidden div layer to contain the form information $("#login_popup #modalContent").html(html); $("#login_popup").modal("show"); } }); }); $.validator.addMethod('tosChecked', function(value, element) { if(!$('#tos:checkbox').is(':checked')) { $('.toswrapper').css("border", "3px solid #CC0033"); return false; } else { $('.toswrapper').css("border", "3px solid #f5f5f5"); return true; } }); $("#submit-btn").click(function(e) { e.preventDefault(); $("#buildProfileForm").submit(); }); $("#buildProfileForm").validate({ submitHandler: function() { $("#submit-btn").button("loading"); $('#buildProfileForm').ajaxSubmit(processResumeInfo); }, rules: { "data[Worker][agreed_to_terms]": { tosChecked: true } }, messages: { "data[Worker][fname]": { required: '' }, "data[Worker][lname]": { required: '' }, "data[Worker][unique_identifier]": { required: '' }, "data[Worker][agreed_to_terms]": { tosChecked: '' } } }); $("#user_identifier").focus(); }); function processResumeInfo(responseObject) { var message; var showDebug = false if (showDebug) { console.log(responseObject); } responseObject = eval('(' + responseObject + ')'); if(responseObject.result == FAILURE) { $("#deleteMe").parent().css("width", "80px"); $("#submit-btn").button("reset"); if (!responseObject.message) { message = "There was a problem saving your application."; } else { message = responseObject.message; } bootbox.alert(message); } else { window.location.href = "/workers/activate?jid=45395"; } } </script> <div> <a href="#" id="show-apply-form" class="light-green-btn" role="button" title="Apply Now" style="width:100%;">APPLY NOW</a> <div class="clearfix"></div> </div> <div class="apply-widget" style="display: none;"> <h3>To apply, please fill in the information below</h3> <div class="existing-account">Already have an account? <a href="/pages/login" id="login-link" class="blue-link" title="Log In Now">Log In Now</a></div> <div class="form-body apply-form"> <form action="/workers_ajax/createAccountFromResume/30703/45395" class="errorsRight" id="buildProfileForm" enctype="multipart/form-data" method="post" accept-charset="utf-8"><div style="display:none;"><input type="hidden" name="_method" value="POST"/></div> <div class="form-group row"> <div class="col-sm-12"> <h4>Contact Information:</h4> </div> <div class="form-field col-sm-6"> <input class="required" type="text" name="data[Worker][fname]" id="fname" placeholder="First Name" /> </div> <div class="clearfix"></div> <div class="form-field col-sm-6"> <input class="required" type="text" name="data[Worker][lname]" id="lname" placeholder="Last Name" /> </div> <div class="clearfix"></div> <div class="form-field col-sm-6"> <div class="input text"><input name="data[Worker][unique_identifier]" placeholder="email@example.com" class="required long" id="unique_identifier" type="text"/></div> </div> <div class="clearfix"></div> </div> <div class="form-group"> <h4>Resume:</h4> <div class="input file"><input type="file" name="data[Worker][resume_file]" id="resume_file" size="14"/></div> </div> <div class="form-group"> <h4>Cover Letter:</h4> <div class="input textarea"><textarea name="data[EmployersJobsRankingsLetter][coverletter]" id="coverletter" class="required" placeholder="Why are you interested in this position? Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p> </div> </div> <p class="voffset4"><strong>Other jobs you may like</strong></p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=61c4e1d370bc73ecba4527a81&ri=995e6c98f884416d906c19c328a5f840&job_loc=Costa+Mesa%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A5r1hD44qjSq0jUe9%253ApJaPw5tLkMKTX4DSxIEMwA%253D%253D%253AjQK75FYLN3%252Fr4BUPt0byi1ZRGO1RczA3sS0YaE0eyomUxnQoxhOCpW27uYC%252BNTifnKynK35yDbWJ15y8Nc24nprmNnorGQEcFnxGo2NDQTttylof7Ed8YnDXbWrwk2fcRGDO7WSmh8nevdtAa%252Bo%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27620372648/" class="blue-link" target="_blank">Balboa - Operations Specialist</a></p> <p class="similar-job-company">Balboa Capital - <span class="text-muted">Costa Mesa, CA</span></p> <p class="text-muted similar-job-date"> 1 week ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=62b4a24b218c73ec8d411e2d1&ri=995e6c98f884416d906c19c328a5f840&job_loc=Riverside%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AZg9Jy7hROu6wFNrw%253A%252BFJ2n8qKjoq0AjFDCR87LA%253D%253D%253Azj6hdVcXD5nOoTHSe0LmEnWgQImB129Gvr2h91qmZxmYt2vIWz0zWnJ2bhCZ1ilTPowZ54qCZN3%252BU%252BQl4BhkUqJ%252FPZNoHhgZw9tNu3Dd62e6a8TYFwvp5jk7A4k%252Fw79TcEK0yMIFQmtXaMSAMOc%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27267782691/" class="blue-link" target="_blank">Import Buyer (BPD - Riverside, MO)</a></p> <p class="similar-job-company">Bunzl Distribution NA - <span class="text-muted">Riverside, CA</span></p> <p class="text-muted similar-job-date"> 8 hours ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=604ae23c618c73eca2a519591&ri=995e6c98f884416d906c19c328a5f840&job_loc=San+Bernardino%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Auyc2%252F2t5R7cFpSO8%253ADYUZpM%252BdPAycdM9dq6bBIQ%253D%253D%253AwsSCSPDHcexIdHNFh3PAlB6Qa28kZ4CPODTvtaPk9r%252FuJ4Ra99lP6bAdSMBUsVJCQMz1MnCbnKOVTHJMU9iAEyqp3aDqFWuBf%252BF1W8UzvwzvCdCZpqujAL16s2FwbXrQ5uWUHiBZPvxBYsj6wDw%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27756682135/" class="blue-link" target="_blank">Entry Level Insurance Sales Agent</a></p> <p class="similar-job-company">American Income Life - <span class="text-muted">San Bernardino, CA</span></p> <p class="text-muted similar-job-date"> 12 hours ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=6005b1cc64bc73eca65026591&ri=995e6c98f884416d906c19c328a5f840&job_loc=Costa+Mesa%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Axw5Xl2zL3NLpdU1i%253Az8y8QixygYcZRvRg3wU2rA%253D%253D%253Ato1zYIBpTv0ZO7ZDXZyBX2e2li7agSOOCuENkA09wuenx3%252BZ%252BIMo57QNYU%252FJxPtLDB2WpNZu5DftVRk5Zcu3VYiHcC0DvdXu4n0QRJb%252BAZQAnJdq7ZvfogNMbJ%252BoYIaS2vRpCMfo8aJ3Qut%252FtPo%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27688333463/" class="blue-link" target="_blank">Data Technologist Tax Manager - Multistate</a></p> <p class="similar-job-company">Deloitte - <span class="text-muted">Costa Mesa, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=61c49eb8224c73ecba42d11d1&ri=995e6c98f884416d906c19c328a5f840&job_loc=Costa+Mesa%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AfMCDSniNaj0zKcX7%253AAUEB125puyjfvWBeoYEb5A%253D%253D%253APjQ6IRjrkfd1e%252FR5iHo4%252BafBl8UPlZqxvEATIyqswdndl6FxcRaLR%252F%252BSLWE4dilqojTK6jhB5FCPc1zCSskiLpjMC%252BA2i2sER5T2IqtqZQBRkHXggYEgRMoXbXTbQu%252B5ztwoRZI%253D&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-27620352851/" class="blue-link" target="_blank">Balboa - Operations Specialist</a></p> <p class="similar-job-company">Ameris - <span class="text-muted">Costa Mesa, CA</span></p> <p class="text-muted similar-job-date"> 1 week ago </p> <p class="voffset4"> <strong>Apply to jobs on the go with Proven mobile</strong> </p> <div> <a href="/candidates/app" target="_blank" title="Download the iPhone App"> <img src="/css/images/App_Store_available.png" width="112" /> </a> <a href="/candidates/app/google" target="_blank" title="Download the Android App"> <img src="/css/images/google_play_badge.png" width="112" /> </a> </div> </div> </div> </div> </div> </div> </div> ' $scripts_for_layout = '<script type="text/javascript" src="/js/Views/Jobs/search_jobs.js?1619372465"></script>' $no_title_bar = false $no_bottom_bar = false $no_index = false
filemtime - [internal], line ?? include - APP/View/Layouts/responsive.ctp, line 69 View::_evaluate() - CORE/Cake/View/View.php, line 961 View::_render() - CORE/Cake/View/View.php, line 923 View::renderLayout() - CORE/Cake/View/View.php, line 546 View::render() - CORE/Cake/View/View.php, line 481 Controller::render() - CORE/Cake/Controller/Controller.php, line 960 JobsController::view() - APP/Controller/JobsController.php, line 1338 ReflectionMethod::invokeArgs() - [internal], line ?? Controller::invokeAction() - CORE/Cake/Controller/Controller.php, line 490 Dispatcher::_invoke() - CORE/Cake/Routing/Dispatcher.php, line 193 Dispatcher::dispatch() - CORE/Cake/Routing/Dispatcher.php, line 167 [main] - APP/webroot/index.php, line 118
Virtue Independent Brokerage
We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.
Responsibilities:
Preferred Qualifications/skills:
Benefits
About the company
We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.
We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.
Commission (No limitation to earnings)
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Balboa - Operations Specialist
Ameris - Costa Mesa, CA
1 week ago
Apply to jobs on the go with Proven mobile
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7 | SELECT `EmployersJob`.`title`, `EmployersJob`.`description`, `UtZipcode`.`city`, `UtZipcode`.`state_prefix`, `EmployersJob`.`zip` FROM `proven_production`.`employers_jobs` AS `EmployersJob` LEFT JOIN `proven_production`.`ut_zipcodes` AS `UtZipcode` ON (`EmployersJob`.`zip` = `UtZipcode`.`zipcode`) WHERE `EmployersJob`.`id` = 45395 LIMIT 1 | 1 | 1 | 0 |