Finance Advisor Jobs in Marysville, 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 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)

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)

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.

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

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.

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

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what's next, keeping more of what they've built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! 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: * Wealth Enhancement * Cash Flow Planning * Education Planning * Asset Management * Lending Solutions * Life Insurance * Family Meetings * Health Insurance * Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service * Be main point of contact for clients and their trusted advisors * Internally lead the preparation of all prospect proposals and client review presentations * Participate in all client review meetings and present/discuss advanced planning topics * Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed * Prepare proprietary reports for clients on an individualized basis * Assist Financial Planning Department with cash flow modeling for clients * Build strong relationships with assigned client families * Comply with all industry rules and regulations along with Firm policies Required Qualifications: * Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA * Series 63, 65, and/or 66 * Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance * Knowledge on fundamental estate planning tools and techniques * Knowledge on fundamental asset management tools and techniques * Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences * Excellent time management skills and 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. * Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction * Exceptionally high emotional intelligence, personal integrity, and accountability * Enthusiasm and aptitude for learning * A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: * Experience providing advice or guidance to privately held business owners/families * CERTIFIED FINANCIAL PLANNER, CFA, CIMA or other relevant designation strongly preferred * Life and Disability Insurance license * Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Additional Details, Benefits, and Perks: * Full-time position / exempt status * Competitive salary and incentive bonus structure * Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) * Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance * 401(k): 100% company match up to 3% of your annual pay * Paid Time Off: Starting at 21 days per year, with PTO accrual program. * Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs. * Parking available * Wellness reimbursement * Regular team off-sites, events, including an annual team retreat * Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 ***************** Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth's employees to perform their job duties may result in discipline up to and including discharge.

A Financial Advisor at Pacific Sage Partners is responsible for advising clients on financial and investment matters with the goal of preserving our clients' wealth. As a fiduciary, financial advisors at Pacific Sage Partners work in the best interest of our clients. The Financial Advisor manages existing client relationships and develops new client relationships. The Financial Advisor is the revenue generator for the firm and is whom our company product, excellent wealth management, centers around. This person uses financial industry technical specialists and other research resources in various areas of expertise to formulate recommendations for clients. The Financial Advisor also works with, trains or supervises other staff in financial advisory services of Pacific Sage Partners. Pacific Sage Partners is a small but growing firm similar to a start-up. Therefore, all employees must be willing to jump in to fill gaps where needed and contribute to solving problems to ensure that clients are well-served and the firm runs smoothly. The Financial Advisor is expected to support and amplify our firm's core values and culture, and model this behavior for others. Responsibilities - Client relationship development and management, including ongoing and regular client contact and communication - Update clients on their financial plan - Monitor client portfolios - Identify new opportunities for clients - Manage client assets and portfolios, account analysis, estate planning, retirement projections - Understand and stay current on tax strategies for clients' assets - Research financial/investment and economic trends, companies - Manage and review portfolio management software and cloud platform to broaden reporting and workflow systems/processes - Create, implement and manage Pacific Sage Partners' trading processes and procedures - Participate in the Pacific Sage Partners' investment model - Search for innovations that strengthen Pacific Sage Partners' ability to provide sound financial advice and services Qualifications - BA/BS or equivalent; Series 66 - CFP desired - Track record of effective customer service - Expertise in financial planning and wealth management - Familiarity working with investment models - Ability to effectively organize and prioritize tasks - Effective manager of heavy, time-sensitive workloads, while maintaining accuracy and attention to detail - Experienced and skilled problem solver - Excel at strategic thinking, be open to new perspectives and better ways to do things - Be creative and a visionary - Excellent people skills; ability to build rapport with clients and motivate other staff - Strong communication, observational and listening skills; good at asking questions - Passionate about doing what is right for clients

ESSENTIALFUNCTIONS: · Providing exceptional service to our clients with objective, unbiased advice · Preparing for client meetings with a thorough review of paperwork and prior meeting notes · Deepening existing client relationships through a true "servant's heart" frame of reference · Providing professional administrative support for various functions in the client relationship · Updating files and records in the SmartOffice Client Relationship Manager (CRM) system · Completing and following up on paperwork for client onboarding and ongoing service · Conducting research on planning topics and completing firm wide projects, as assigned · Maintaining proactive and reactive communication with clients under the highest levels of compliance and privacy · Assisting in the creation of financial reports, including data gathering and analysis, recommendation development, implementation, and ongoing reviews · Having a genuine respect for each team member's value and role in the client relationship QUALIFICATIONS: · Sincere enthusiasm to make a difference in other's lives · Passion for aiding people who have worked hard and help them organize, simplify, and make the most out of their lives · Working with others in a close, collaborative team environment · Be willing to grow in your profession through learning, practical experience, and mentoring · A long-term focus on building your career with our firm with a sincere desire to grow · Bachelor's degree from an accredited college or university 3-5+ years of industry experience Familiarity with any of the following preferred: SmartOffice, Tamarac Reporting, DocuSign, LaserApp, Morningstar, or Pershing NetX360 · Have or be working towards the CERTIFIED FINANCIAL PLANNER™ designation preferred COMPENSATION AND BENEFITS: · Non-commission based salary determined by experience and education · Paid holidays following the New York Stock Exchange schedule · Paid medical, dental, and vision insurance · Company 401k plan with employer match · Eligibility for participation in profit sharing after three years with the firm · Support of your ongoing education and additional career development opportunities

Onsite A leading wealth management firm is seeking to hire a top-notch Financial Advisor to join their team! This company prioritizes their employees by ensuring their work environment is positive, motivating, and successful. In this role, you will be responsible for implementing the overall service offering for assigned clients, which includes managing all the financial planning subject areas and ensuring the client's portfolio is invested to target. The ideal candidate is an accountable go-getter who is independent and responsible. This position offers wonderful benefits and competitive pay. Pay Range: $130,000 - $150,,000 / year DOE Financial Advisor Requirements: At least 2-3 years as an advisor with at least 6+ years in the industry Experience with high net worth clients Series 65 (or equivalent) required Bachelor s Degree Book of business ranging from $200-400K is a plus, but not a requirement Professional designation (CFP , CFA, CPA, JD) is highly preferred Financial Advisor Responsibilities: Build relationship with clients and seek to understand what matters to them most Design and facilitate delivery of client service activities/ with the capacity to serve high complexity families Proactively encourage existing clients to refer prospective clients Relate investment portfolio recommendations to clients unique goals and risk tolerance Explain portfolio performance and help clients understand how it relates to their objectives Create narrative from client analyses to assist clients in the decision-making process Ensure quality of financial plan preparation, analyses, and investment strategy execution Collaborate with external advisors to drive client results, maximize client satisfaction, and maintain and build upon the community Attend events that are aligned with Highland s target market, existing clients, and advisor interests; when clients served by advisor are in attendance Factor relational, emotional, and transactional needs into overall client care Work in partnership with leadership on overall strategy to maximize the client experience Collaborate with and mentor the Associate Advisor team. Engage in ongoing personal and professional development that adds value to both clients and the ongoing needs of the company Maintain Compliance Culture Apply now! #LI-KL1

We are looking to add an experienced Financial Advisor(s) to our team. We are a firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans. This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people's financial lives. Our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation. The candidate for this position will need to possess the following: Knowledge, Skills, and/or Abilities: Demonstrate proficiency in financial planning principals Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan. Demonstrate a willingness to go above and beyond for exceptional customer service Comfortable being a key component in a small team of professionals Detail oriented with a commitment to accuracy Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients Strong time management and organizational skills Comfortable with multitasking and changing priorities. Willingness to help improve and develop processes for the back office to better support advisor activities Proficiency with Windows and Microsoft Office Education and/or Requirements: Polished, friendly, professional demeanor Series 65, Series 7 & Series 66, or CFP or CFA certificate, required Ability to successfully pass a background and credit check Experience in an independent financial services firm preferred Bachelor's degree, preferably in finance, accounting, or related field CPA or EA with personal income tax experience a very strong plus

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established advisors. * Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. * Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. * Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. * Build a book of business as a stand-alone Ameriprise Financial advisor. * If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications * 3+ years of work experience with a proven track record of success. * Have a network of personal and professional contacts within the local area that you may engage for referrals. * Showcase a background in building strong relationships and delivering superior client service. * Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications * Four-year college degree, or equivalent * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. * Willingness and desire to be part of a coaching relationship and peer learning environment. * Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $54,100 - $76,190/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

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.