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Full Time
10/1/2024
Santa Clara, CA 95053
(16.8 miles)
Cognizant Technology Solutions is looking for an Oracle Cloud Financial Architect resource to join in our team of IT professionals in a permanent role. If you meet our background requirements and skills and are looking for an opportunity with these skills and expertise, here is the ideal opportunity for you! Cognizant’s Oracle practice is part of our Enterprise Platform Services (EPS) unit. As a part of Oracle, you will assist our clients in navigating today’s digital shift. Our expertise spans the entire Oracle Stack, from engagement to transaction processing to modernizing core systems. We’re ahead of the curve in leveraging cloud, social and mobile enterprise application platforms to drive innovation and efficiency. We pride ourselves on having extensive experience working with clients in all major markets. Our delivery model is infused with a distinct culture of high customer happiness. We consistently deliver positive relationships, cost reductions and business results. Role: Oracle Cloud Financial Architect Location: San Francisco, CA Relevant Experience: 12+ Job Summary: We are seeking a Oracle Cloud Financial Architect with 12 to 16 years of experience to join our team. The ideal candidate will have extensive experience in Oracle Cloud FIN - Collections Oracle Cloud FIN - Receivables OC FIN - General Ledger and Oracle Financials Cloud. Experience in Product Lifecycle Management and Product Sourcing is a plus. This role involves designing and implementing financial solutions that align with business objectives and drive operational efficiency. Responsibilities: · Lead the design and implementation of Oracle Cloud Financial solutions to meet business requirements. · Oversee the configuration and customization of Oracle Cloud FIN. · Collections Receivables and General Ledger modules. · Provide expert guidance on Oracle Financials Cloud to ensure optimal performance and scalability. · Collaborate with cross-functional teams to gather and analyze business requirements. · Develop and maintain documentation for system configurations and processes. · Conduct regular system audits to ensure data integrity and compliance with financial regulations. · Facilitate user training sessions to enhance system adoption and proficiency. · Troubleshoot and resolve system issues in a timely manner to minimize downtime. · Monitor system performance and implement improvements as needed. · Ensure seamless integration of Oracle Financials Cloud with other enterprise systems. · Participate in project planning and provide accurate time and resource estimates. · Stay updated with the latest Oracle Cloud Financials features and best practices. · Contribute to continuous improvement initiatives to enhance system functionality and user experience. Required Qualifications: · Possess a deep understanding of Oracle Cloud FIN. · Collections Receivables and General Ledger. · Demonstrate proficiency in Oracle Financials Cloud with a focus on financial modules. · Exhibit strong analytical skills to assess business needs and translate them into technical solutions. · Have excellent communication skills to effectively collaborate with stakeholders. · Show experience in Product Lifecycle Management and Product Sourcing is a plus. · Display the ability to manage multiple projects and priorities simultaneously. · Hold a Bachelors degree in Finance Accounting Information Technology or a related field. · Have a proven track record of successful Oracle Cloud Financials implementations. Preferred Qualifications: · Oracle Financials Cloud Certification Oracle Cloud FIN - Collections Certification. Salary and Other Compensation: Applications will be accepted until 10/10/2024. The annual salary for this position is between $138,500/Year to $162,000/Year depending on the experience and other qualifications of the candidate. This position is also eligible for Cognizant’s discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant’s applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance • Paid holidays plus Paid Time Off • 401(k) plan and contributions • Long-term/Short-term Disability • Paid Parental Leave • Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Full Time
10/4/2024
San Ramon, CA 94583
(28.3 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/14/2024
San Francisco, CA 94104
(39.8 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately held companies and multinational corporations on the tax aspects of planning, structuring and executing M&A transactions.RSM US LLP is looking for a dynamic M&A Federal Tax Manager to join our national Mergers and Acquisitions (M&A) Tax group. This is a rapidly growing consulting practice with significant advancement opportunities. We advise multinational corporations, privately held companies, partnerships, and private equity firms on the tax aspects of planning, structuring, and executing M&A transactions.Within RSM’s Tax M&A practice, you will be responsible for the following job duties, which are focus around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clientsWork with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companiesAssist clients with reorganizations, bankruptcy emergence planning, out of court workouts, debt restructurings, tax basis, Earning and Profits, and Section 382 studiesManaging multiple engagements simultaneously and working with all M&A colleagues across the enterpriseDevelop, motivate, and train staff and senior level team membersBasic Qualifications:Bachelor's Degree in Accounting or a related field5+ years of federal tax with mergers and acquisition experience in a public accounting firm, a corporate tax department, or a law firmCPA, JD or EA requiredKnowledge of a broad range of corporate tax matters in various industriesAbility to lead multiple client engagements simultaneouslyExcellent research and writing skillsPreferred Qualifications:Master’s Degree in Accounting, Taxation or related fieldExperience with a national or large regional accounting firmAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $129,800 - $260,700Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
9/13/2024
San Jose, CA 95199
(3.0 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or PayPal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose). Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success - Data Analytics Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
10/1/2024
Walnut Creek, CA 94597
(29.6 miles)
Clean Harbors in Benicia, Ca is seeking aEnvironmental Clean Up Estimator(Field Service Specialist) to scope projects, provide client support, and prepare proposals/cost estimates. Environmental Projects include remediation, emergency response services, scheduled maintenance, and other field services. Clean Harborsis the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology – come be part of the solution with us. Why work for Clean Harbors Health and Safety is our #1 priority and we live it 3-6-5!Focus on maintaining sustainability and cleaning the EarthRecruiting Pay range - $84,640 - $105,800Comprehensive health benefits coverage after 30 days of full-time employment including 401K with Company matchOpportunities for growth and development for all the stages of your careerCompany paid training and tuition reimbursementKey Responsibilities:Ensure Health and Safety is the number one goal by following policies, processes, and always acting in a safe mannerConduct walk-throughs and scope potential projects for clients including cost estimation, technical proposal preparation and client supportProvide technical support for proposal preparation, project cost estimates and subcontractor selection and procurementSet-up projects; coordinate resources and scheduling; ensure proper costing/utilization of labor and equipmentAct as an agent of business and is involved with developing relationships with key customers and understanding the customer issuesManage large-scale field service and emergency response projects, when directedDirect personnel in the operational procedures to complete assignments and understands the labor and equipment requirements to complete field service projects and emergency responsesOversees and is responsible for projects for health & safety, profitability, completeness and professionalismReview operational procedures to assure correct health & safety action plans and communicate effectively with the health & safety organization regarding on-site specific actionFollow all local, state (provincial) and federal compliance regulations and rulesSafely operate vehicles in accordance with U.S. DOT, local, state (provincial) and federal requirementsSafely observe all corporate operating guidelines and proceduresObserve all company environmental health and safety operating guidelinesPerform other duties as assignedBy position, may perform lead responsibilitiesRequired Qualifications:Knowledge of scoping/pricing workAbility to work in a high demand deadline-oriented environmentExcellent verbal and written communication skillsExcellent interpersonal and presentation skillsProficiency in Microsoft OfficeValid Driver’s licensePerform physical functions per job requirementsSuccessfully complete a background check, drug test, and physical, by positionPer OSHA's Respiratory Protection standard, 29 CFR 1910.34, employees in positions requiring respirators are required to meet facial hair standards.Preferred Qualifications:Previous experience in Environmental Services (i.e. remediation, abatement, emergency spill response, etc.)Clean Harbors is an equal opportunity employer. We do not discriminate against applicants due to race, ancestry, color, sexual orientation, gender identity, national origin, religion, age, physical or mental disability, veteran status, or based on any other federal, state/provincial, or local protected class.Clean Harbors is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contactor 1-.Clean Harbors is a Military & Veteran friendly company.*CH
Full Time
9/25/2024
Patterson, CA 95363
(44.4 miles)
Controller Career Opportunity$115k - $130k Esteemed and acknowledged for your Controller expertiseAre you searching for a role that allows you to apply your financial expertise and make a meaningful impact, all within a setting close to both your home and heart Encompass Health, the nation's largest in-patient rehabilitation company, provides a welcoming environment where you'll be embraced like a longtime colleague. Picture yourself making a substantial impact at a local hospital in your community, utilizing your financial expertise at one of our 150+ hospitals. If this resonates with your aspirations, then you've found the perfect position for you. As a Controller at Encompass Health, you'll lead the accounting and financial team, using your specialized skills to drive the hospital beyond its financial objectives. Join us in a gratifying career where your contributions profoundly influence the hospital's well-being, collaborating with a team that values inclusivity and support, all while having access to cutting-edge technology. A Glimpse into Our WorldAt Encompass Health, you'll experience the difference the moment you become a part of our team. Being at Encompass Health means aligning with a rapidly growing national inpatient rehabilitation leader. We take pride in the growth opportunities we offer and how our team unites for the greater good of our patients. Our achievements include being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, among other accolades, which is nothing short of amazing. Starting Perks and BenefitsAt Encompass Health, we are committed to creating a supportive, inclusive, and caring environment where you can thrive. From day one, you will have access to:Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.Generous paid time off that accrues over time.Opportunities for tuition reimbursement and continuing education.Company-matching 401(k) and employee stock purchase plans.Flexible spending and health savings accounts.A vibrant community of individuals passionate about the work they do! Become the Controller you've always aspired to beDirect and oversee the accounting system and financial operations of the hospital. This includes managing billing, accounts receivable, cash receipts, collections, accounts payable, payroll, general ledger, forecasting, budgeting, internal controls, and audits.Prepare monthly and annual financial reviews, budgets, and any necessary state financial reports.Develop and implement plans to enhance operational efficiency as requested by the CEO, hospital leadership, regional teams, and the corporate office.Participate in hospital Governing Body committees and partnership boards as needed.Assist in monitoring compliance with Medicare regulations.Celebrate accomplishments and victories with the team along the way. QualificationsPreferably hold a CPA certification.Possess a Bachelor's degree in Business Administration/Management with a major in Accounting. An MBA is preferred.Preferably have a minimum of five years of hospital accounting experience.Knowledge of financial management and analysis principles and techniques and managerial skills typically acquired through two to three years of experience in public accounting, specifically in health care auditing and reimbursement.One to three years experience as a hospital chief financial officer preferred.May be required to work weekdays and/or weekends, evenings and/or night shifts.May be required to work on religious and/or legal holidays on scheduled days/shifts. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we genuinely mean that. Join us on this remarkable journey!
Full Time
9/10/2024
San Jose, CA 95199
(3.0 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/13/2024
San Jose, CA 95199
(3.0 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or PayPal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose). Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success - Data Analytics Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
9/17/2024
San Francisco, CA 94104
(39.8 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Do you have a passion and a curiosity for understanding and helping private equity portfolio companies overcome their complex accounting and finance challenges Are you looking for a more flexible and balanced career Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds RSM is looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus in providing accounting and finance advisory services to private equity clients and private equity held portfolio companies. RSM is focused on helping private equity leaders and their portfolio companies succeed. With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle. Experienced in serving clients with a local, national or international presence, and across a variety of industries, our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events. Responsibilities:Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companiesDemonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy developmentWork with leaders on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development effortsUnderstand RSM's service lines and collaborate with cross-functional teamsSupport transactional activities by bringing accounting and finance expertise to due diligence, M&A integration, and financial modelingProvide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverablesCollaborate directly with firm specialists/subject matter experts on complex accounting, finance, and business mattersOversee engagement economics and manage appropriate resources for efficient engagement modelsAnticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunitiesDevelop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiativesDevelop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growthActively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicableEnsure professional development through ongoing educationWillingness to travel 25% or less of the year, depending on your clientsRequired Qualifications:BS/BA Degree in Accounting, Finance or equivalent degree8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companiesStrong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirementsDeep understanding of financial reporting requirements, transaction support, and regulatory complianceExcellent team and project management skillsExperience managing client relationships and leading teams in a consulting environmentAdvanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholdersA proven record of building profitable, sustainable client relationshipsPreferred Qualifications:CPA or equivalent certificationAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $122,300 - $245,900Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
10/6/2024
San Jose, CA 95199
(3.0 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/13/2024
San Jose, CA 95199
(3.0 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or PayPal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose). Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success - Data Analytics Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
9/13/2024
San Jose, CA 95199
(3.0 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or PayPal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose). Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success - Data Analytics Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
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