Banking And Financial Services Jobs in Walnut

211 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
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
Retirement Plan Advisor - Spanish
✦ New
🏢 Empower
$112,175
Duarte, CA 1 day ago

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required.

Occasional travel is required between Colorado and California.

What you will do

  • Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes

  • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans

  • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner

  • Manage meeting schedule, including travel booking

  • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants

  • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance

  • Achieve plan level and individual goals to help achieve service level agreements and business results

  • Participate in client meetings, sales finals, or other external meetings as needed

  • Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

  • Bachelor's degree or equivalent work experience in lieu of a degree

  • 3 – 5 years relevant financial services experience

  • Spanish bilingual skills required

  • Strong presentation skills required

  • Proficiency in MS Word, Excel, PowerPoint, and Teams required

  • Strategic thinker who can work independently required

  • Strong relationship building and territory management skills required

  • FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred

  • FINRA fingerprinting required upon hire

What will set you apart

  • Working knowledge of Salesforce preferred

  • Working knowledge of building blocks for successful retirement planning preferred

  • Basic understanding of defined contribution plans preferred

  • Practical experience providing high-level, consultative client interactions preferred

#PJRPA

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$79,400.00 - $112,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

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Workplace Flexibility: Remote - Must reside within territory
permanent
Senior Director, Strategy- Compliance Solutions
✦ New
Salary not disclosed
San dimas, CA 1 day ago
Senior Director Of Strategy For Compliance Solutions

ADP is hiring a Senior Director of Strategy for Compliance Solutions. This position is part of the Corporate Strategy team that supports ADP's Compliance Solutions business. Compliance Solutions provides a suite of payroll and tax compliance offerings, along with payments and money movement services. These businesses are major growth areas for ADP, focused on creating and delivering innovative software, services, and payments solutions for ADP clients.

The successful candidate will partner closely with ADP executives to create and continually improve our overall Compliance Solutions strategy. This person will lead the development of new strategic initiatives focusing on both growth opportunities and operational enhancements for the business. They will also work closely with ADP executives on the ongoing execution of strategic initiatives. The role reports to the DVP of Strategy and Business Development for Compliance Solutions and is based in San Dimas, CA.

Responsibilities:
  • Serve as a trusted advisor to senior business unit leaders and work collaboratively with their teams to identify, define, and plan critical strategic initiatives
  • Identify, develop and drive long-term strategies based on fact-based analyses, focusing both on growth opportunities and operational initiatives for the Compliance Solutions portfolio
  • Conduct in-depth market assessments to identify opportunities and risks.
  • Partner with business units and functions (e.g., Sales, Implementation, Service, etc.) to develop business strategies for expansion into new products and services
  • Lead and drive strategy projects and initiatives
  • Perform other related duties as assigned (e.g., financial analyses, presentations, operational assessments etc.)
Qualifications Required:
  • Bachelor's degree (MBA preferred)
  • 7+ years' experience (3+ years post-MBA) in a strategy consulting firm (e.g. BCG, McKinsey, Bain, PWC, Deloitte) or an internal Corporate Strategy role within a F500 company, having achieved at least a team manager level.
  • Experience developing and evaluating strategies: identifying and framing issues, developing hypotheses, conducting market research and analyses to test key hypotheses, developing execution plans
  • Known as a strong problem solver and strong presentation skills, including ability to distill complex information into key actionable insights
  • Strong analytical skills (financial modeling, basic statistics, regression analyses, etc.)
  • Exceptional oral and written communication skills
  • Highly collaborative, with ability to influence and lead cross-functional teams
  • Ability to influence senior leader stakeholders and lead cross-functional teams
  • A person who thinks and acts at an executive level
  • Ability to travel between 20-30% depending on specific projects
Preference Will Be Given To Candidates Who Have The Following:
  • MBA and/or other advanced degree (e.g., PhD, MD, JD)
  • Consulting firm experience (either pre- or post- MBA)
  • Experience with enterprise software, business services, and/or financial services industries
Not Specified
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