Banking And Financial Services Jobs in Walnut

240 positions found

Retail Customer Service Associate
✦ New
🏢 FedEx
Salary not disclosed
Glendora 1 day ago
POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping.

They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services.

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.

GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) People Follows instructions of supervisors and assists other team members in performing store functions Assists in the training of store team members Service Demonstrates consultative behaviors in a retail environment to understand each customer’s individualized need Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs Ensures all customer problems are resolved quickly and to the satisfaction of the customer Takes complex customer orders using order systems and provides accurate pricing information Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents Maintains a safe, clean and orderly retail Store Profit Ensures confidentiality of customer data and careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availability Stays current on retail Store merchandising materials and ensures proper display of all retail area product and signage Takes preemptive action to prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self-Management Performs multiple tasks at the same time Looks for opportunities to improve knowledge and skills within the retail Store Able to operate with minimal supervision Adheres to all FedEx Office team member and retail store standards, as outlined in the team member handbook All other duties as needed or required MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills ESSENTIAL FUNCTIONS: Ability to stand during entire shift, excluding meal and rest periods Ability to move and lift 55 pounds Ability, on a consistent basis, to bend/twist at the waist and knees Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members Ability, on a consistent basis, to perform work activities requiring cooperation and instruction Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure Ability, on a consistent basis, to maintain attention and concentration for extended periods of time Ability, on a consistent basis, to work with minimal supervision Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Preferred Qualifications: Pay Transparency: This compensation range is provided as a reasonable estimate of the current starting salary range for this role across all potential locations.

If this opportunity includes multiple job levels, the salary information represents the job level minimum and the job level maximum.

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law.

An employee may be eligible for additional pay, premiums, or bonus potential.

The Company offers eligible employees health, vision and dental insurance, retirement, and tuition reimbursement.

Pay: $19.70
- $23.17/hr Additional Details: LA County: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance , and the California Fair Chance Act.

FedEx complies with criminal history and Security Threat Assessment (STA) screening requirements defined by the Transportation Security Administration (TSA) for positions requiring security identification display area (SIDA) access, Department of Transportation (DOT) Federal Motor Carrier Safety Administration (FMCSA) regulations for commercial driving positions, Department of Defense Facility Security Office standard procedures in covered facilities, and all other laws, regulations, or executive orders, including those required by federal, state, or local government contract, or which the Attorney General determines to be essential for an employer to do business with an agency or department of the federal, state, or local government.

Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.

Suggests areas for improvement in internal processes along with possible solutions.

Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility.

Applies Quality concepts presented at training during daily activities.

Supports FedEx Office Quality initiatives.

FedEx Office is an Equal Opportunity Employer including, Vets/Disability.

Know Your Rights Pay Transparency FedEx Office will provide reasonable accommodations to qualified individuals with disabilities, including throughout the application and hiring process, if requested.

Applicants who require reasonable accommodations in the application or hiring process should email .

FedEx Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act.

The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.

If you are applying in Philadelphia, PA, you can click here to learn about Philadelphia’s fair chance hiring law.

For more information, click here .
Not Specified
Police Officer (Secret Service Police), $75,000 Recruitment Incentive
Salary not disclosed
Santa Ana, CA 2 days ago

NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.

Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.

At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.

Duties

During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:

  • Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
  • Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
  • Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.

Requirements

  • U.S. citizenship is required.
  • Possess a current valid U.S. driver's license.
  • Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
  • Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
  • Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
  • Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
  • Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
  • Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
  • Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
permanent
Delivery Driver - Pharmacy Services
Salary not disclosed
Placentia, CA 2 days ago
Nuclear Pharmacy Driver

Pay rate: $19.50 per hour

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

  • Medical, dental and vision coverage
  • Paid time off plan
  • Health savings account (HSA)
  • 401k savings plan
  • Access to wages before pay day with myFlexPay
  • Flexible spending accounts (FSAs)
  • Short- and long-term disability coverage
  • Work-Life resources
  • Paid parental leave
  • Healthy lifestyle programs

Application window anticipated to close: 07/17/2025 *if interested in opportunity, please submit application as soon as possible.

Shift/Schedule
  • 40 hours per week
  • Saturday and Sunday 6:30 am - 14:00 weekends. 3 days during the week 5:00 am-1:30 or 9:30 am-6 pm. Depending on the needs of the schedule
  • Candidate must be flexible to work different days, schedules, shifts and overtime as per business need
What Does Nuclear Pharmacy Contribute To Cardinal Health?

Nuclear Pharmacy is responsible for providing radiopharmaceuticals and other drugs to medical care providers under highly regulated State and Federal guidelines may also consult with or advise physicians and nuclear medicine technologists on the safe and efficacious use of radioactive drugs for diagnosis and therapy.

What Pharmacy Services & Delivery Contributes To Cardinal Health

Responsible for the prompt and accurate delivery and distribution of radiopharmaceuticals or oncology pharmaceuticals to medical care providers in accordance with customer demand and requirements of the assigned route. Prepares doses for shipment, prepares cases, wipes doses, and loads and unloads containers in keeping with the prescribed safety standards and Department of Transportation (DOT).

Responsibilities
  • Prepares and makes deliveries to customer accounts on assigned route using a company vehicle (non-cdl)
  • Packages radiopharmaceutical medication for shipment, performs testing, and loads/unloads containers
  • Uses a handheld tablet to scan customer orders for accuracy, obtain route stop information and navigation
  • Processes packages returned from customer locations
  • Maintains vehicles in proper working condition and may perform minor roadside repairs
  • Performs general facility cleaning and other duties as required
Qualifications
  • High school diploma, GED or equivalent, or equivalent work experience, preferred
  • Minimum of 18 years of age due to driving of company owned vehicle
  • Must hold a valid driver's license and have a good driving record
  • Prior delivery driving experience a plus
  • Ability to manage up to 75 pounds
  • Comfortable driving in all weather conditions during day or night hours
  • Ability to sit, stand, be mobile and operate a vehicle for extended periods of time
  • Strong customer service and communication skills
  • Flexibility to work different days, schedules, hours, come in early, stay late, or work overtime based on business needs
  • Comfortable working in a nuclear environment
  • Ability to work weekends or be in a weekend rotation
  • Ability to work holidays or be in a holiday rotation
  • Ability to work on call or be in an on call rotation
  • Ability to work overtime with little or no advance notice
  • Ability to use computers and tablets
What Is Expected Of You And Others At This Level?
  • Applies acquired knowledge and skills to complete standard tasks
  • Readily learns and applies new information and methods to work in assigned area
  • Maintains appropriate licenses, training and certifications
  • Works on routine assignments that require some problem resolution
  • Works within clearly defined standard operating procedures and/or scientific methods
  • Adheres to all quality guidelines
  • Works under moderate degree of supervision
  • Work typically involves regular review of output by work lead or supervisor
  • Refers complex unusual problems to supervisor

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

To read and review this privacy notice click here

Not Specified
Customer Service/Sales
✦ New
Salary not disclosed
Baldwin park, CA 1 day ago
Customer Service/Sales | Home Depot

Customer Service/Sales

Position Purpose: Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates learn about products using our tools, and provide information to customers in order to sell an entire project. Associates in this position will learn how to greet, qualify, recommend and close every customer in their department, and know how to handle basics in adjacent departments. Customer Service/Sales associates maintain the in-stock condition of assigned areas, and ensure it is clean, shop-able, and safe. Each associate has the responsibility of providing a safe working and shopping environment by following all safety policies & standards, completing specified safety training, immediately correcting hazards & unsafe conditions or reporting conditions to the Manager on Duty, and working safely as not to endanger themselves, co-workers, vendors, or customers. These associates work in cooperation with their Department Supervisor and other associates in their department as well as other departments. Specific store departments may include Building Materials, Dcor, Electrical, Flooring, Garden, Hardware, Kitchen & Bath, Lumber, Millwork, Paint, Plumbing and Tool Rental. The Customer Service/Sales position types may include Department Sales, Lead Generator, Pro Account Sales, Sales Specialist, Special Services, and Customer Order Specialist.

Location: Baldwin Park, CA

Auto req ID: 200086229

Pay Range: $20.00 - $23.00

Not Specified
Bilingual Customer Service Representative
🏢 LHH
Salary not disclosed
Brea, CA 3 days ago

Bilingual Customer Service Representative (French)


Location: On-Site | Brea, CA


Employment Type: Contract


We are seeking a French–English bilingual Customer Service Representative to join a growing team in Brea, CA. This is a fully on-site role supporting customers via phone, email, and internal systems. The ideal candidate delivers professional, accurate service in both languages and is comfortable in a fast-paced environment.

What You’ll Do

• Respond to customer inquiries in French and English

• Provide product, service, and account information

• Document all customer interactions in the system

• Investigate and resolve customer concerns

• Coordinate with internal departments to support customer needs

• Maintain accuracy, professionalism, and service standards

What We’re Looking For

• Bilingual proficiency in French and English (written and verbal)

• Previous customer service experience (call center or office-based preferred)

• Strong communication and problem‑solving skills

• Ability to work on-site in Brea, CA

• Proficiency with computer systems, CRM tools, and email platforms

• Strong attention to detail and the ability to multitask


Compensation

• $25 to $28 per hour


Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.


Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Not Specified
Sr. Treasury Operations Analyst
✦ New
Salary not disclosed
Brea, CA 1 day ago
Job Description

Are you an analytical and detail-oriented individual with a passion for resolving discrepancies and ensuring financial accuracy? We are seeking a Treasury Position Management Analyst II to join our team and play a critical role in maintaining the integrity of our financial records. If you are a self-starter with excellent problem-solving skills and a commitment to excellence, this may be the perfect role for you!

Responsibilities and Duties

  • Monitor external bank accounts & intercompany accounts and maintain adequate accounting records and controls
  • Maintain and reconcile general ledgers and subsidiary ledger accounts
  • Prepare departmental documentation for bank-wide general ledger certification program
  • Prepare financial statements and reports use in regulatory reporting
  • Initiate wires on behalf of business partners
  • Maintain and update procedure documentation as needed
  • Train and support junior staff on current and new processes
  • Engage on collateral monitoring functions and will perform other duties as assigned
  • Act as deputy for manager in times of manager absence

Basic Qualifications

  • Associate, bachelor's degree or equivalent work experience
  • 5 years of banking experience and/or financial accounting activities

Preferred Skills/Experience

  • Effective verbal and written communication skills
  • Experience working on Fedline
  • General ledger/intercompany account experience
  • Wire Transfer & Wire Initiation experience
  • Strong problem-solving abilities
  • Proficient computer skills, with emphasis on Microsoft Office applications
  • Experience with macros, automations a plus
  • Strong knowledge of General Ledger Accounting reporting, and analysis principles
  • Ability to identify and resolve/escalate complex problems with minimal guidance

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,530.00 - $101,800.00

Not Specified
Tax Professional - Franchise Location
Salary not disclosed
Pomona, CA 2 days ago
Seasonal Experienced Tax Professional

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

It would be even better if you also had...

  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews
  • Experience with tax planning and audit support
  • Sales and/or marketing experience

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

What you'll bring to the team...

  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Mentor and support teammates

Your Expertise:

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

Pay Range

$17.90 - $17.90/Hr.

Not Specified
IT Professional
✦ New
Salary not disclosed
Job Title : Information Technology Professional (IT/CTN/IS) Category / Component : Enlisted
- Both Overview Information Systems Technicians, Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and secure by operating and defending networks, conducting cyber operations, and producing intelligence for decision makers across the Navy.

Key Responsibilities As an Information Systems Technician, design, operate, secure, and restore networks, servers, and communication systems that support naval operations; as a Cryptologic Technician Networks specialist, conduct offensive and defensive cyber operations, investigate and track adversary activity, and help protect Navy networks and critical systems; as an Intelligence Specialist, collect and analyze information on adversaries, environments, and weather and create intelligence products and briefings for commanders.

What to Expect High tempo, mission critical work supporting around the clock operations and watch floors; mix of help desk and user support, network and systems administration, incident response, and planned maintenance; continuous learning in cyber tools, network defense, signals analysis, and intelligence production; strict requirements for handling classified information and complying with security and information assurance standards; shift work, duty rotations, and deployments afloat and ashore.

Work Environment Worldwide assignments ashore at information warfare and intelligence commands and afloat on ships, aircraft, or submarines; work in secure facilities, server rooms, operations centers, and shipboard communications spaces; close teamwork within information warfare and intelligence teams and with supported operational units.

Pathways, Training & Advancement Recruit Training followed by Class A School in an information warfare specialty, such as IT or CTN at information warfare training sites and IS at intelligence training commands; advanced C schools and follow on training in areas such as cyber operations, network defense, digital forensics, signals analysis, targeting, imagery, language, and mission systems; progressive advancement based on qualifications, performance, and warfare pins such as Information Warfare and platform specific warfare designations.

Direct enlistment into IT, CTN, or IS pipelines from civilian life based on aptitude, security clearance eligibility, and Navy needs; in service conversion opportunities for qualified Sailors who meet screening criteria and community requirements; Reserve accession pathways for prior service or qualified civilian professionals when manning needs allow.

Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy, which may involve United States citizenship or other legal residency and work status, depending on the program and current law and policy A high school diploma or equivalent for enlisted positions, and a bachelor's or qualifying professional degree for officer positions Meeting age limits that vary by program and are set in law and Navy policy.

Some communities have more restrictive age ranges Meeting medical, vision, and dental standards, including body composition and physical fitness requirements, with some jobs requiring more demanding standards Meeting character and conduct standards, including background screening Achieving required test scores for your program, such as the Armed Services Vocational Aptitude Battery for enlisted roles or officer qualification tests for officer programs Eligibility for a security clearance when required for your rating or designator Additional qualifications can include specific skills, education, licensure, or experience that are unique to a job or community and will be reviewed with you by a recruiter.

Additional qualifications for this job may include: United States citizenship or equivalent status as allowed by law and policy, with most billets requiring citizenship; high school diploma or equivalent; at least 17 years of age; strong interest and aptitude in computers, networks, cyber operations, and analytical work; eligibility for a security clearance at the Secret or Top Secret level depending on the billet.

Education Education benefits are available through standard Navy programs such as Tuition Assistance, the Post-9/11 GI Bill, ACE-recommended college credit for Navy training, Navy COOL-funded certifications, USMAP apprenticeships, and other Navy College Program opportunities.

Specific options depend on the Sailor's status, training, and current Navy policy.

Pay, Benefits & Service Pay, benefits, and service commitments follow standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options.

Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current law and Navy guidance.

Incentives Incentives such as bonuses, special pays, and loan repayment may be available at times for specific ratings or communities, but they change frequently and cannot be guaranteed.

Applicants must confirm current incentives and eligibility with an official Navy recruiter or authoritative Navy source.

Notes and Disclaimers This description is a general overview of typical duties, training, and opportunities in this community.

It does not replace official Navy instructions, policies, or contracts and does not guarantee specific assignments, training, incentives, or outcomes.

Actual opportunities depend on Navy needs, individual performance, screening results, and current law and policy.5c143e31-5e48-4549-b638-05792d185386
Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
Salary not disclosed
Brea, CA 2 days ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
AP Analyst
✦ New
Salary not disclosed
West Covina, CA 1 day ago

Accounts Payable Specialist

Temporary – Up to 6 Months but could extend

Schedule: Fully onsite

Pay $27 to $30 per hour

 

We’re seeking an experienced Accounts Payable Specialist for a temporary assignment with a well-established company and stable company.

 

Key Responsibilities for the Accounts Payable Specialist:

  • Match and reconcile invoices and statements for pricing, quantities, freight, and discounts
  • Process journal entries, purchase orders, and vouchers accurately
  • Research and resolve vendor inquiries and discrepancies
  • Process checks for all company subsidiaries in a timely manner
  • Support month-end and year-end close activities, including sales/use tax and 1099 reporting
  • Maintain vendor information and company address book accuracy

 

Qualifications for the Accounts Payable Specialist:

  • Minimum 3 years of Accounts Payable experience
  • Strong Excel skills (VLOOKUP, pivot tables required)
  • JD Edwards experience preferred
  • Excellent attention to detail and ability to handle multiple priorities
  • Strong AP audit background

 

If you’re a detail-oriented AP professional looking for your next opportunity, we’d like to hear from you. Apply today.

PandoLogic. Keywords: Accounts Payable / Receivable Analyst, Location: West Covina, CA - 91793
permanent
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