Finance Advisor Jobs in Bainbridge Island, WA

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Are you a seasoned Financial Advisor with a proven track record of closing business and a passion for retirement planning? Imagine stepping into a role where high-quality, pre-set appointments are provided-no cold calling or prospecting required. This is your chance to focus solely on what you do best: building relationships and delivering tailored financial solutions to clients. Why This Opportunity Stands Out: Pre-Qualified Leads: Engage with prospects generated through extensive marketing efforts, including radio, TV, workshops, and digital campaigns. Comprehensive Support: Benefit from a firm that handles all lead generation, allowing you to concentrate on client meetings and financial planning. Attractive Compensation: Enjoy a substantial base salary complemented by a percentage of revenue-based compensation, with no cap on earnings. Collaborative Environment: Work alongside a dedicated team committed to providing exceptional client experiences. What You'll Do: Meet with pre-scheduled prospects to assess their financial needs. Develop and present retirement planning solutions, focusing on Assets Under Management (AUM) and Fixed Indexed Annuities (FIAs). Educate clients on investment strategies and retirement income planning. Build and maintain strong, long-term client relationships. What We're Looking For: Life Insurance License and Series 65 (or equivalent). Minimum of 3 years' experience in financial advisory or retirement planning. Proven ability to close business and convert prospects into clients. Strong knowledge of retirement planning, annuities, and tax-efficient investment strategies. Exceptional interpersonal and communication skills. This full-time, in-office position in Renton, WA, offers the opportunity to impact clients' financial futures significantly. Don't miss out on this unique opportunity to advance your career in a supportive and growth-oriented environment. Apply today to take the next step in your professional journey.

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required! The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Bellevue/Bothell, WA office location. Responsibilities • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints) • Assist clients with annuities, life insurance, long-term care & managed portfolios • Provide financial planning advice to include investment, insurance & retirement • Develop, manage, and retain strong client relationships • Meet individual and team goals through following set processes and procedures • Participate in public seminars to present financial information and/or to introduce the presenter • Attend weekly meetings via zoom Critical Competencies: • 100% Accountability - Always takes 100% ownership for results and outcomes Strong initiative/Proactive - Act without being told what to do. Generate innovative approaches to problems • Abundant growth mindset - Possesses determination and commitment to improving self in all areas of life from personal to professional • Openness to feedback and ideas - Often solicits feedback and reacts calmly to criticism or negative feedback · Tracking individual progress and performance to meet and surpass minimum expectations • Persistence - Demonstrates tenacity and willingness to go the distance to get something done • An entrepreneurial perspective to help families • Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling • Strong organizational, prioritization, interpersonal & management skills · Teamwork - Reaches out to peers & cooperates with supervisors for collaborative working relationships • Strong mathematical and analytical skills • Excellent communications skills; both verbal and written Minimum Qualifications: Bachelor's Degree required 5+ years of financial services experience Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS. Industry knowledge State Insurance License - Required Series 65 License - Required (or 7/66 combo)

Our client is currently hiring Advisors for their Bellevue and Bothell, Washington offices They provide a base-salary DOE + generous commissions and all client leads. Top advisors with firm earn $700K+ About the Role Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. Responsibilities Help families by preparing, presenting, and implementing customized retirement plans Assist clients with annuities, life insurance, long-term care & managed portfolios Provide financial planning advice to include investment, insurance & retirement Develop, manage, and retain strong client relationships Meet individual and team goals through following set processes and procedures Participate in public seminars to present financial information and/or to introduce the presenter Attend weekly meetings via zoom Required Skills 100% Accountability - Always takes 100% ownership for results and outcomes Strong initiative/Proactive - Act without being told what to do. Generate innovative approaches to problems Abundant growth mindset - Possesses determination and commitment to improving self in all areas of life from personal to professional Openness to feedback and ideas - Often solicits feedback and reacts calmly to criticism or negative feedback Tracking individual progress and performance to meet and surpass minimum expectations Persistence - Demonstrates tenacity and willingness to go the distance to get something done An entrepreneurial perspective to help families Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling Strong organizational, prioritization, interpersonal & management skills Teamwork - Reaches out to peers & cooperates with supervisors for collaborative working relationships Strong mathematical and analytical skills Excellent communications skills; both verbal and written Minimum Qualifications Bachelor's Degree preferred 3+ years of financial services experience Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS. Industry knowledge State Insurance License - Required Series 65 License - Required (or 7/66 combo)

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Peninsula Credit Union located Shelton, Washington. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the members and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the members and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Are you looking to join an independently owned firm where you can have the support to grow your book of business and clientele? Do you currently work for a company that is not a good long-term fit? Are you a half step away from wanting to break out and start your own business but aren't sure if you want to take on that endeavor yourself? If this sounds like you and your situation, come and talk with us. We are looking for a self-motivated, customer focused individual who enjoys working closely with clients and developing long-term relationships, we would like to talk to you! Our established financial service firm, Puget Sound Financial Strategies, in Tacoma, WA is seeking to add a Lead Financial Advisor to our Team! Come sit with us and let's talk about your future; we might be a great fit for you and your growing book of business! Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 5+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Have a current transferable book of business Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Salary: $70,000-$80,000 Commission: Based on experience and existing book size Benefits: Simple IRA w/ company match at 6 months employment Time off when needed Fun company events to be attended by you and your family! All training (including travel) to be paid by the company Hours: Monday - Friday, 9am-5pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (************************** and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

We are seeking a relationship-driven Service Advisor to join a team-oriented firm near Seattle, WA. This role offers the opportunity to inherit and grow an established client base and needs to excel in delivering high-touch service to clients. Support clients alongside the regional lead and senior advisors, managing an overflow book of $40-50M AUM. Handle client onboarding, financial planning, and custodial transfers. Conduct client meetings (50% virtual, 50% in-person) with a focus on personalized investment strategies. Collaborate with operations to streamline processes, assist with account maintenance, and enhance efficiency. Drive firm growth through referrals and proactive outreach while leveraging tools like eMoney to optimize workflows and client satisfaction. Responsibilities Act as a high-level relationship manager, supporting clients in collaboration with the regional lead and senior advisors. Inherit and manage an overflow book of business, assisting with up to $40-50M in additional AUM. Provide direct client support, including onboarding, maintaining financial plans, and monitoring transfers through custodians. Engage in client meetings (50% virtual, 50% in-person) with a focus on customized financial planning and investment management. Partner with operations staff to improve processes and enhance efficiencies, providing additional support in areas such as account maintenance and administrative tasks. Collaborate with other team members to build long-term client relationships and grow the firm through referrals and proactive outreach. Leverage tools like eMoney for financial planning and manage workflows efficiently and effectively to ensure client satisfaction. Qualifications Bachelor's degree in Finance, Economics, or a similar field. Minimum 3-7 years experience in Wealth Management, Financial Advising, or similar. Proficiency with financial planning software (e.g. eMoney) and custodial platforms (e.g. Fidelity, Schwab, etc). A collaborative, team-focused mindset with excellent communication and relationship-building skills. Driven, proactive, and motivated to grow professionally. Ability to work on-site, with remote flexibility pending performance and tenure.

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP ) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings ($80,000 - $100,000 1st year average) Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Family Wealth Advisor role will be a highly motivated team player who embodies the Firm's Core Values. This position offers a great opportunity to influence the success of the firm. Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply! Key Responsibilities: Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include: Serve as project Manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving, including: Wealth Enhancement, Cash Flow Planning, Education Planning, Asset Management, Lending Solutions, Life Insurance, Family Meetings, and Health Insurance. Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service. Act as the primary contact for clients and their trusted advisors. Lead the preparation of prospect proposals and client review presentations. Assist in client review meetings, presenting and discussing cash flow models and advanced planning topics. Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary. Prepare proprietary reports for clients on an individualized basis. Build and maintain strong relationships with assigned client families. Comply with all industry regulations and firm policies. Foster a collaborative team environment. Requirements Bachelor's degree. Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA. Series 63, 65, and/or 66. Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products. Knowledge of fundamental estate planning tools and techniques. Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences. Strong time management skills and a commitment to follow-through. The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc. Ability to collaborate effectively with external advisors, such as estate planning counsel and tax professionals. High attention to detail, dedication to quality, and focus on client satisfaction. Exceptional emotional intelligence, integrity, and accountability. Enthusiasm for continuous learning and a collaborative, positive attitude. A can-do, problem-solving attitude and a collaborative, warm and upbeat personality. Preferred Qualifications: Experience advising privately held business owners/families. CERTIFIED FINANCIAL PLANNER™, CFA , CIMA or other relevant designation strongly preferred. Life and Disability Insurance license. Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager. Benefits: Full-time position with exempt status. Competitive salary and incentive bonus structure. Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance. 100% company match on 401(k) contributions up to 3% of annual pay. Starting paid time off of 21 days per year, with an accrual program. Opportunities for career and professional development, including training, certification reimbursement, and executive coaching. Wellness reimbursement. Regular team events and an annual retreat. Access to exclusive vendor networks and preferred pricing discounts

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Financial Analyst III or Financial Analyst II OM&S Ordnance Audit Remediation Support Audit background preferred. Communication skills necessary. Individual will lead quarterly touchpoints with headquarters Management Review Control (MRC) team for strategic alignment and consistency in delivery (Partner/Principal). Qualified candidates will lead and manage the following: Support for Fleet implementation, execution, and sustainment of the OM&S Ordnance MRC program and audit campaign plan. Support for existence and completeness baseline efforts Provide training and operational control support, assist with inputting results into the Measure of Performance (MOP) dashboard, conduct root cause/trend analysis over testing exceptions. Maintain communication with Fleet and headquarters to monitor progress and consistency across locations. Provide site visit support for maintaining site visit schedules, pre-visit preparations, physical inventory control training, auditor response, and support remediation of real-time issues during site visits. Requirements: Financial Analyst III Years of Experience: Candidate must have six (6) years of experience leading financial management services and related projects. Minimum Education: Bachelor's degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required Must be a US Citizen Financial Analyst II Years of Experience: Three (3) years of progressive, relevant experience. Minimum Requirements: Four (4) year degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required Must be a US Citizen

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

Cooley LLP is seeking a Transactional Quantitative Analystto join the Practice Management team. The Transactional Quantitative Analyst will assist transactional clients of the firm with quantitative analysis for the purpose of evaluating, structuring, optimizing, and closing venture capital and merger & acquisitions ("M&A") related deals. Responsible for conducting research, designing the analysis, performing calculations, and preparing models and other materials to meet client demands and requests of deal teams. Working under the general direction of the lead attorney on the deal, this role will work directly with clients to understand the quantitative objectives and data available, and then design and carry out required modeling tasks. The Transactional Quantitative Analyst will be expected to handle specific duties and responsibilities include, but are not limited to, the following: Position responsibilities: Construct hypothetical liquidation waterfall models based on corporations' certificate of incorporation or other governing document, which have optionality for several different deal scenarios Construct payout spreadsheet deliverables for M&A deals based on relevant transaction documents for both buy-side and sell-side clients Audit existing waterfall or payout spreadsheets obtained from clients, investment banks, or other law firms Construct pro forma capitalization tables, including price per share calculations, in connection with venture capital and private equity financings, debt to equity conversions, anti-dilution adjustments, and stock option grants Audit existing pro forma capitalization tables obtained from clients, investors, or other law firms Create and manage capitalization tables and perform related data conversion and analysis Run 280G analysis based on compensation, capitalization, and deal data Run 701 analysis for later stage companies Collaborate with the Capital Markets practice group to construct pricing spreadsheets, beneficial ownership, and pro forma capitalization models in connection with IPOs, SPACs, and other public offerings Develop and maintain functioning firm wide models for all of the core quantitative analysis to be performed by Cooley on a predictable or regular basis Promote firm wide adoption of capitalization table management standards as adopted by the firm (including, as applicable, in Excel or via third party tools, such as eShares, Shareworks and other software platforms) Design and perform financial statement analysis to calculate and analyze financial metrics and ratios (as requested) Design and prepare customized mathematical analysis that may include, but are not limited to tax analysis (e.g., stock sale vs. asset sale) and analysis of allocations/distributions for LLCs and partnerships Design and prepare valuation reports and economic analysis Assist with training junior attorneys and paralegals or other business professionals on the use of Excel to achieve deliverables Bill and meet a minimum of 1,800 billable hours annually Record all time daily (billable, productive, admin and PTO) and release and in accordance with specified narratives where applicable All other duties as assigned or required Skills and experience: Required: Advanced proficiency in Excel, with the ability to design and perform complicated analysis; develop reports; write macros; produce documents; and create tables, graphs, and charts Ability to work extended and/or weekend hours, as required Ability to travel, as required SENIOR TITLE: Along with 3+ years directly relevant experience, a Senior Transactional Quantitative Analyst will exhibit analytical and critical thinking in day-to-day tasks along with the proven ability to operate at an elevated level in terms of scope of responsibility, judgement and autonomy. Seniors work more independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in areas of responsibility and become a resource and mentor to within the department Preferred: Bachelor's or advanced degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field Prior experience in corporate finance or financial transactions Visual Basic skills Strong interest in capital markets, emerging companies, venture capital, and M&A transactions Understanding of business transaction dynamics and process Competencies: Exhibit analytical and critical thinking in day-to-day tasks Demonstrate exceptional written and verbal communication skills, enabling the clear presentation of complex quantitative insights and transaction analyses to diverse stakeholder Skilled at fostering positive relationships and working collaboratively with internal teams and external clients to align transaction strategies with business objectives and client needs Ability to work well under pressure- maintaining focus and delivering high-quality analyses and recommendations within tight deadlines during critical transaction cycles or client volatility. Excel in managing multiple tasks, prioritizing deliverables effectively, and maintaining meticulous organization to ensure accuracy and timeliness in transactional workflows and reporting. Maintain high standards for internal/external client service and quality control Consistently meet deadlines and effectively complete operational and project-based assignments Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices EOE. The expected annual pay range for this position with a full-time schedule is $125,000 - $190,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources. RequiredPreferredJob Industries Other

Financial Analyst I Hybrid: Everett, WA or Puyallap, WA Contract Are you a detail-oriented financial analyst with a passion for data, accuracy, and strategic insights? Join our dynamic Program Accounting team and play a critical role in shaping financial decisions for our client. This is more than just a numbers job-you'll be an integral part of analyzing financial trends, optimizing processes, and driving efficiencies that make a tangible impact. Responsibilities: Own the Numbers - Prepare and reconcile monthly network payments and accruals, ensuring precision and integrity in financial reporting. Analyze & Optimize - Track key financial metrics, identify trends, and recommend improvements that enhance operational efficiencies and cost savings. Leverage Data Power - Work with large datasets using SQL, Teradata, and Microsoft Visual Studio to calculate payments, accruals, and generate meaningful financial insights. Model for Success - Develop and utilize financial models to support budgeting, forecasting, and risk evaluation. Be the Bridge - Collaborate with cross-functional teams to research budget variances and deliver clear, actionable explanations to leadership. Drive Impact - Support audits, refine processes, and contribute to high-value projects that improve financial reporting and analysis. Excel in Excellence - Utilize Essbase, Oracle, and Microsoft Office to streamline and automate financial workflows. Qualifications: Education & Experience: Bachelor's degree in Accounting, Finance, or MIS (or equivalent experience), with 1-3 years in finance, public accounting, or a related field. Tech-Savvy Mindset: Strong expertise in database tools (Teradata, SQL, Microsoft Visual Studio) and financial systems (Essbase, Oracle). Analytical Prowess: Ability to analyze large datasets, identify trends, and turn numbers into actionable insights. Detail-Oriented & Self-Driven: You thrive in fast-paced environments, independently manage workloads, and consistently meet deadlines. Clear Communicator: Excellent verbal and written communication skills to collaborate across teams and present findings effectively. ABOUT EIGHT ELEVEN: At Eight Eleven, our business is people. Relationships are at the center of what we do. A successful partnership is only as strong as the relationship built. We're your trusted partner for IT hiring, recruiting and staffing needs. For over 16 years, Eight Eleven has established and maintained relationships that are designed to meet your IT staffing needs. Whether it's contract, contract-to-hire, or permanent placement work, we customize our search based upon your company's unique initiatives, culture and technologies. With our national team of recruiters placed at 21 major hubs around the nation, Eight Eleven finds the people best-suited for your business. When you work with us, we work with you. That's the Eight Eleven promise. Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Bainbridge Island,WA $78,000.00 - $78,000.00

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

*Financial Analyst I* *Hybrid: Everett, WA or Puyallap, WA* *Contract* Are you a detail-oriented financial analyst with a passion for data, accuracy, and strategic insights? Join our dynamic Program Accounting team and play a critical role in shaping financial decisions for our client. This is more than just a numbers job-you'll be an integral part of analyzing financial trends, optimizing processes, and driving efficiencies that make a tangible impact. *Responsibilities:* * *Own the Numbers* - Prepare and reconcile monthly network payments and accruals, ensuring precision and integrity in financial reporting. * *Analyze & Optimize* - Track key financial metrics, identify trends, and recommend improvements that enhance operational efficiencies and cost savings. * *Leverage Data Power* - Work with large datasets using SQL, Teradata, and Microsoft Visual Studio to calculate payments, accruals, and generate meaningful financial insights. * *Model for Success* - Develop and utilize financial models to support budgeting, forecasting, and risk evaluation. * *Be the Bridge* - Collaborate with cross-functional teams to research budget variances and deliver clear, actionable explanations to leadership. * *Drive Impact* - Support audits, refine processes, and contribute to high-value projects that improve financial reporting and analysis. * *Excel in Excellence* - Utilize Essbase, Oracle, and Microsoft Office to streamline and automate financial workflows. *Qualifications:* * *Education & Experience:* Bachelor's degree in Accounting, Finance, or MIS (or equivalent experience), with *1-3 years* in finance, public accounting, or a related field. * *Tech-Savvy Mindset:* Strong expertise in database tools (Teradata, SQL, Microsoft Visual Studio) and financial systems (Essbase, Oracle). * *Analytical Prowess:* Ability to analyze large datasets, identify trends, and turn numbers into actionable insights. * *Detail-Oriented & Self-Driven:* You thrive in fast-paced environments, independently manage workloads, and consistently meet deadlines. * *Clear Communicator:* Excellent verbal and written communication skills to collaborate across teams and present findings effectively. *ABOUT EIGHT ELEVEN:* _At Eight Eleven, our business is people. Relationships are at the center of what we do. A successful partnership is only as strong as the relationship built. We're your trusted partner for IT hiring, recruiting and staffing needs._ _For over 16 years, Eight Eleven has established and maintained relationships that are designed to meet your IT staffing needs. Whether it's contract, contract-to-hire, or permanent placement work, we customize our search based upon your company's unique initiatives, culture and technologies. With our national team of recruiters placed at 21 major hubs around the nation, Eight Eleven finds the people best-suited for your business. When you work with us, we work with you. That's the Eight Eleven promise._ _Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws._ Job Types: Full-time, Contract Pay: $27.00 - $30.00 per hour Expected hours: 40 per week Benefits: * Dental insurance * Health insurance * Vision insurance Schedule: * Monday to Friday Ability to Commute: * Everett, WA 98204 (Required) Ability to Relocate: * Everett, WA 98204: Relocate before starting work (Required) Work Location: Hybrid remote in Everett, WA 98204