Top 572 Pre Mba Associate Jobs

Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Facility Medical Director - AHCC
State of Washington Dept. of Corrections —Airway Heights, WA
- $130,319 - $338,142 a year
- 8 hour shift
- Background check
- Medicine
- Management
- Paid holidays
- Health insurance
Pulmonary Stepdown Registered Nurse
Mission Hospital —Asheville, NC
- Part-time
- Bachelor of Science
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Cardiac Intermediate Care
Memorial Health University Medical Center —Savannah, GA
- Full-time
- No experience needed
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Step Down ICU Nights Part Time
Eastern Idaho Regional Medical Center —Idaho Falls, ID
- $29.50 - $44.25 an hour
- Part-time
- Adults
- Mid-level
- Critical & Intensive Care
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Wound Care
Eastern Idaho Regional Medical Center —Idaho Falls, ID
- $29.50 - $44.25 an hour
- Full-time
- Adults
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
22h
MBA Custodian
Y12 —Oak Ridge, TN
- Management
- Pass drug screening
- Data analysis skills
- Disability insurance
- Health insurance
2d
VP of Sales
Advanced Roofing Inc —Miami, FL
- $250,000 - $300,000 a year
- Full-time
- Background check
- 18 years or older
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Acute Care Registered Nurse
Blue Ridge Regional Hospital —Spruce Pine, NC
- Full-time
- Mid-level
- Ob/Gyn
- Critical & Intensive Care
- Employee stock purchase plan
- Disability insurance
Quick Apply
Manager, Project Management
CAI —Newark, DE
- $130,000 - $150,000 a year
- Full-time
- Engineering
- Office
- Mentoring
- Health insurance
- Dental insurance
7d
VP of Sales
Advanced Roofing Inc —Fort Lauderdale, FL
- $250,000 - $300,000 a year
- Full-time
- Background check
- 18 years or older
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Registered Nurse IR Special Procedures
Portsmouth Regional Hospital —Portsmouth, NH
- Full-time
- Mid-level
- Leadership
- Cardiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Trauma PCU RN
HCA Florida Memorial Hospital —Jacksonville, FL
- 12 hour shift
- Mid-level
- Perioperative Care
- Medical-Surgical
- Employee stock purchase plan
- Disability insurance
Quick Apply
Registered Nurse - FT - Night - Gen Surg Med Surg
Mission Hospital —Asheville, NC
- Full-time
- Surgery
- Bachelor of Science
- Mid-level
- Employee stock purchase plan
- Disability insurance
Quick Apply
9d
Registered Nurse Medical Surgical Oncology
St. David's Round Rock Medical Center —Round Rock, TX
- Full-time
- Bachelor of Science
- Mid-level
- Perioperative Care
- Employee stock purchase plan
- Disability insurance
Quick Apply
Investment Associate - Private Debt & Equity
Northwestern Mutual —Milwaukee, WI
- Full-time
- Writing skills
- Mid-level
- Office
- Flexible schedule
- Life insurance
Progressive Care Registered Nurse
Methodist Hospital Texsan —San Antonio, TX
- Full-time
- Mid-level
- Perioperative Care
- Under 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Cardiac Step Down ICU Nights
Alaska Regional Hospital —Anchorage, AK
- Full-time
- Mid-level
- Critical & Intensive Care
- Perioperative Care
- Employee stock purchase plan
- Disability insurance
Quick Apply
5d
RN Surgical Stepdown
Memorial Health University Medical Center —Savannah, GA
- Full-time
- Surgery
- No experience needed
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Progressive Care Unit
Memorial Health University Medical Center —Savannah, GA
- Full-time
- No experience needed
- Children
- Perioperative Care
- Employee stock purchase plan
- Disability insurance
Quick Apply

I want to receive the latest job alert for Pre Mba Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Pre Mba Associate jobs near

Vice President Of Sales jobs in Miami, FL

Registered Nurse Icu jobs in Anchorage, AK

Cardiac Nurse jobs in Savannah, GA

Private Equity Associate jobs in Milwaukee, WI

Registered Nurse jobs in Asheville, NC

Planner jobs in Irvine, CA

Custodian jobs in Oak Ridge, TN

Progressive Care Nurse jobs in Jacksonville, FL

Progressive Care Nurse jobs in San Antonio, TX

Registered Nurse Medical Surgical jobs in Round Rock, TX

Travel Nurse jobs in Nebraska

Per Diem Private Duty Nurse jobs in Manhattan, NY

Dialysis Nurse jobs in Fresno, CA

Telephone Triage Nurse jobs in Arizona

Iv Nurse jobs in Jacksonville, FL

Registered Behavior Technician jobs in Wichita, KS

Registered Nurse jobs in Little Rock, AR

Business Education Teacher jobs in Florida

Vice President Of Business Development jobs in Chantilly, VA

Vice President Of Business Development jobs in Phoenix, AZ

Wealth Planner

Sunflower Bank NA -
Irvine, CA

Quick Apply

Job Details

Full-time
$78,000 - $113,000 a year

Benefits

Paid holidays
Dental insurance
Tuition reimbursement
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Investment management advisory services
Income tax planning
Bachelor's degree
Financial risk management
Insurance for risk management
Estate planning

Full Job Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A/First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Planner at the Irvine, CA location.

The salary range for this position is $78,000 to 113,000 depending on knowledge, skills, abilities, experience, and location.

Description:

The Wealth Planner is responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. This individual works collaboratively with Relationship Managers, Wealth Advisors, and other members of the Planning Team to deliver tailored wealth management solutions that align with clients’ financial goals, risk tolerance, and life priorities. The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization’s wealth management business.

Responsibilities:

Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates.
Understands and complies with the requirements of all laws and regulations applicable to the position.
Conduct client discovery and gather financial data to support the development of personalized financial plans.
Analyze client financial information (cash flow, investments, retirement goals, risk profile) and prepare planning summaries or recommendations for advisor review.
Provide guidance to clients on foundational financial planning topics, such as budgeting, insurance needs, retirement readiness, and basic tax considerations.
Prepare plan projections, scenario analyses, and modeling using approved financial planning software.
Support Wealth Advisors and Senior Wealth Planners by identifying planning opportunities and proposing suitable strategies within firm guidelines.
Exercise independent judgment in evaluating client needs, prioritizing planning tasks, and determining appropriate planning pathways.
Participate in client meetings to explain planning concepts, gather additional information, and address routine client questions.
Collaborate with internal specialists (investment, trust, tax, banking) to coordinate planning recommendations and ensure holistic service delivery.
Draft client deliverables, planning outlines, and follow-up communications with limited oversight.
Monitor client progress and update financial plans as circumstances change, ensuring plans stay aligned with client objectives.
Maintain current knowledge of financial planning regulations, tax law changes, and wealth management trends.
Support business development by identifying cross-selling opportunities and preparing pre-meeting planning insights for prospective clients.
Uphold compliance requirements and exercise discretion in handling confidential client information and sensitive financial decisions.
Spot potential problems and opportunities.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education / Experience:

Minimum of 2-3 years of experience in wealth management, financial planning, investment advisory, or a related financial services role
Bachelor’s Degree in Finance, Economics, Business Administration, or a related field required.
Advanced degree (MBA, Master’s in Finance or Financial Planning) preferred but not required
CFP® (Certified Financial Planner) designation preferred.
Other relevant certifications such as CFA®, ChFC®, or CPA are a plus
Demonstrated experience working with high-net-worth or mass-affluent clients preferred
Proven ability to develop comprehensive financial plans, including investments, retirement, tax, estate, and risk management strategies
Must be bondable.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused

Associates enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

Quick Apply

Refine Your Search

Pre Mba Associate jobs

Wealth Planner

Facility Medical Director - AHCC

Pulmonary Stepdown Registered Nurse

RN Cardiac Intermediate Care

RN Step Down ICU Nights Part Time

RN Wound Care

MBA Custodian

VP of Sales

Acute Care Registered Nurse

Manager, Project Management

VP of Sales

Registered Nurse IR Special Procedures

Trauma PCU RN

Registered Nurse - FT - Night - Gen Surg Med Surg

Registered Nurse Medical Surgical Oncology

Investment Associate - Private Debt & Equity

Progressive Care Registered Nurse

RN Cardiac Step Down ICU Nights

RN Surgical Stepdown

RN Progressive Care Unit

I want to receive the latest job alert for Pre Mba Associate

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected