location_0_addressRegionName

location_0_addressCountryName

ONSITE

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

YEAR

Financial Advisor

No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. Lead prospective client meetings, gather data, deepen relationships, present firm’s value offering and close new business.

KBSkills

ACTIVE

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants in the San Francsico. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on.While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Berkeley or Walnut Creek areas.Responsibilities<ul><li>Leads the management of client cases and quarterbacking all tasks to completion</li><li>Lead prospective client meetings, gather data, deepen relationships, present firm’s value offering and close new business</li><li>Prepare comprehensive financial plans, reports and client presentations</li><li>Implement financial plans and investment strategies</li><li>Understand the emotional aspects of finances and counsel clients appropriately</li></ul>The Skills You Need:<ul><li>As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.</li><li>Experience with growing and developing a book of business.</li><li>Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.</li><li>Experience with high volume of client appointments.</li><li>Team player with the ability to collaborate with multiple business partners.</li><li>Strong sense of integrity, insights, and interpersonal skills.</li></ul>Required Licensing and Experience<ul><li>FINRA Series 7 & 66 or (series 65/63)</li><li>CFP preferred</li><li>3-5 years of experience in financial planning</li><li>Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).</li></ul>MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Madison Professional Group LLC

Brokerage

Business Development

Cold Calling Skills

Customer Relations

Customer/Client Research

Financial Planning

Financial Reporting

Financial Services

High Net Worth

Interpersonal Skills

Investment Strategy

Retirement Planning

Sales Closing Skills

Sales Presentation

Sales Prospecting

Series 65

Series 7

Stock Market

Team Player

monster

OFFSITE

Treasury Manager

Additional responsibilities include assisting with underwriting and placing lines of credit, researching economic trends and investment opportunities, determining procurement of funds, monitoring investments and collections, performing credit underwriting, and performing treasury-related accounting tasks. Bachelor's Degree from a fully accredited college in Finance, Accounting, Economics, Data Science, or other related field; and a minimum of five (5) years of directly related experience in treasury services, or an equivalent combination of education and work experience.

Salary

<h1>It’s your time, make it matter.</h1>At Peterson, we partner with our customers to build the future. For over 85 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose.Our family-oriented environment is built on safety, winning, growth, and professional achievement.Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter.  Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!Job Description<div>Peterson Cat has a need for a Treasury Supervisor to work onsite at our San Leandro, CA location. </div><div></div>SUMMARYThe Treasury Supervisor oversees all aspects of daily treasury operations to meet the financial obligations of the organization. This position is responsible for cash reporting and forecasting, credit administration, monitoring lender compliance requirements, and debt facility modeling. Additional responsibilities include assisting with underwriting and placing lines of credit, researching economic trends and investment opportunities, determining procurement of funds, monitoring investments and collections, performing credit underwriting, and performing treasury-related accounting tasks.ESSENTIAL JOB FUNCTIONSThe following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.<ul><li>Oversee all aspects of daily treasury activities to ensure financial obligations are met.</li><li>Monitor cash reporting, forecasting, and ensure availability of funds to meet operational needs.</li><li>Manage credit underwriting processes, monitor compliance with lenders covenants, and prepare covenant compliance reports for lenders.</li><li>Analyze economic trends, assess market risks, and identify treasury opportunities.</li><li>Collaborate on financial planning initiatives, including forecasting and long-term capital planning.</li><li>Assist in building and maintaining relationships with banking and lender partners to optimize funding and treasury solutions.</li><li>Support the design and execution of strategies to manage the company's capital structure effectively.</li><li>Collaborate with internal and external auditors as needed.</li><li>Perform treasury-related accounting tasks such as reconciliations, journal entries, and other bookkeeping activities.</li><li>Lead process improvement process, focused on automation and implementation of artificial intelligence tools.</li><li>Lead cross-functional projects for assessment and transition of treasury services.</li></ul>QUALIFICATIONSBachelor's Degree from a fully accredited college in Finance, Accounting, Economics, Data Science, or other related field; and a minimum of five (5) years of directly related experience in treasury services, or an equivalent combination of education and work experience.<ul><li>Experience managing day-to-day treasury functions required</li><li>Experience utilizing data for decision-making required</li><li>Experience with process improvement and change management required</li><li>Experience in financial planning preferred</li><li>Supervisory experience highly preferred</li></ul><ul><li>Must display ability to build and analyze financial and treasury data models to support cash flow forecasting, debt management, and strategic decision-making.</li><li>Must display strong understanding of treasury processes, including cash management, capital structure planning, and debt modeling.</li><li>Must display interest in performing financial planning functions</li><li>Knowledge of SQL or other database query languages is preferred.</li></ul><ul><li>Certified Treasury Professional (CTP) preferred</li><li>Certified Professional Accountant (CTA) preferred</li></ul>The annual pay range for this position is: $110,000 - $130,000. We also offer a total compensation package in addition to base salary. #INDPPeterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

Peterson CAT

Treasury Supervisor

salaryMin

salaryMax

payPeriod

currency

Accounting

Accounting Certifications

Artificial Intelligence (AI)

Automation

Banking Services

Bookkeeping

Cash Flow

Cash Management

Change Management

Credit Processing

Credit and Collections

Cross-Functional

Data Modeling

Data Science

Database Programming Languages

Debt Management

Economic Analysis

Economics

External Audit

Finance

Financial Analysis

Financial Operations

Financial Trend Analysis

Forecasting

Functional Analysis

Funding

Internal Audit

Journal Entries

Loans

Maintain Compliance

Market Analysis

Market Trend Analysis

Operations

Process Improvement

Process Management

Purchasing/Procurement

Reconciliation

Regulatory Compliance

Risk Analysis

SQL Databases

Treasury

Treasury Accounting

Treasury Management

Trend Analysis

Underwriting

Caterpillar, Inc

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