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Financial Planning AnalystAre you a detail-oriented individual with a passion for financial planning? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join Castlewatch Wealth’s on-site team as a financial planning analyst supporting a top private wealth advisory practice at Ameriprise Financial. In this role, you'll play a crucial part in the success of our practice by providing exceptional support to our Advisors.&nbsp;Castlewatch Wealth&nbsp;is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in downtown Glendale, we are a well-established practice&nbsp;known for our commitment to excellence and professionalism.Best-in-Class Benefits and Perks:We value our employees’ time and efforts. Our commitment to your success is enhanced by:&nbsp;<ul><li>Career Growth: Numerous opportunities for career advancement within our practice&nbsp;</li><li>Competitive Compensation: $60,000 - $80,000 annually, depending on relevant experience.</li><li>Quarterly Bonuses: Eligible for quarterly performance-based bonuses.</li><li>Comprehensive benefits package, including multiple health insurance plan options, cash fringe benefits, educational reimbursement, short &amp; long-term disability, life insurance, 401(k) plan, and paid covered parking, paid time off and holidays.</li></ul>Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.To be successful as a Financial Planning Analyst, you should have:<ul><li>Series 7, 66, and Life &amp; Health licenses.&nbsp;</li><li>Highly analytical with strong mathematical skills.</li><li>Bachelor’s Degree.</li><li>2 years of professional experience preferred.&nbsp;</li><li>Commitment to professionalism and superb client service that meets or exceeds client expectations.&nbsp;</li><li>Ability to handle multiple tasks in a fast-paced environment.&nbsp;</li><li>Position is on-site in our downtown Glendale office.</li></ul>This is not a sales position.As a Financial Planning Analyst, you will play a crucial role in the team’s success by:<ul><li>Preparing financial plans for Advisor use in client meetings&nbsp;</li><li>Gathering, reviewing, and updating client financial information in financial planning software</li><li>Preparing reports to assist Advisors in client meetings</li><li>Preparing portfolio allocations that reflect the client’s risk tolerance</li><li>Preparing appropriate product deliverables and maintaining all documents by FINRA and SEC requirements.&nbsp;</li><li>Assisting with ad-hoc projects utilizing advanced Excel and Outlook skills</li></ul>Apply today!We encourage you to apply if you’re ready to contribute to Castlewatch Wealth’s success and embark on a rewarding career path. Join a collaborative environment where your integrity and dedication will significantly impact RGAA’s financial health and goodwill.&nbsp;We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Insperity

Financial Planning Analyst

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYOversees and performs technical and mechanical work that ensures the inside and external buildings, grounds, amenities, and common areas of the community meet the Company’s standards for cleanliness, appearance, safety, and overall functionality.JOB DESCRIPTION<ul><li>Assists and completes work orders generated from resident requests for service, as well as routine upkeep on the community by diagnosing the source or cause of the defect or problem, and making repairs in accordance with established policies, procedures, safety standards, and code requirements.&nbsp;&nbsp; 2. Oversees and completes the “make-ready” process to prepare vacant apartment homes for leasing and new moveins by completing the pre-move-out inspection, creating a “punch” list of maintenance work needed, scheduling vendors and contractors as needed, obtaining needed supplies and materials, completing all maintenance tasks, and inspecting completed work.&nbsp;</li><li>Develops standards for the cleanliness and overall appearance of the community’s grounds, amenities, building exteriors, market ready unit interiors, breezeways, curbs, signage, leasing office, central garbage areas, parking lots, and other buildings and common areas to ensure that they reflect and represent the high quality of the community and Greystar standards.&nbsp;</li><li>Periodically inspects work performed by other service team members to assess effectiveness of policies and procedures and develop corrective action plans as needed.&nbsp;</li><li>Periodically inspects work performed by contractors, vendors and other service providers to verify the work, materials and services meet quality standards, scope and specifications as required.&nbsp;</li><li>Maintains adequate inventory of spare parts and maintenance materials and works with Community Manager to order supplies and tools as needed to stay within budgetary guidelines.&nbsp;&nbsp;&nbsp;</li><li>Completes monthly preventative maintenance procedures as outlined in the Policy and Procedure Manual.&nbsp;</li><li>Supports cost-cutting and expense control programs by fixing rather than replacing parts when possible, not being wasteful with materials and supplies, and practicing the correct use for tools and equipment.&nbsp;&nbsp;</li><li>Conducts regularly scheduled Greystar safety meetings, ensure all MSDS sheets are current and readily accessible, and keeps up to date on all OSHA and other safety related laws and requirements to ensure community compliance.</li><li>Demonstrates customer services skills by treating residents and others with respect, answering questions from team and residents, responding sensitively to complaints about maintenance services, and assigned work orders with efficiency and urgency.&nbsp;&nbsp;</li></ul>#LI-AG1Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

Greystar

Maintenance Supervisor - Co/Relate West Adams (Student Living)

102 Procurement / Operations Jobs in Artesia, CA, USA