Financial Advisor
Finance Advisor Job In Seattle, WA
Experienced Financial Advisor - Growth-Focused Wealth Management Firm
Full-Time | In-Person
Are you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current resources? If you're seeking to expand your client reach while gaining access to robust marketing, operations, and support, this opportunity is for you!
Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management. They are committed to making a meaningful impact on the financial well-being of working professionals, retirees, and business owners. Through their well-established infrastructure, innovative marketing strategies, and comprehensive back-office support, they provide advisors with everything they need to thrive.
Why Join Us?
✔ Qualified, Prescreened Leads - No more chasing prospects; focus on closing and serving clients.
✔ Robust Operational Support - Business processors handle paperwork and administrative tasks.
✔ Top-Tier Compensation - Competitive guaranteed income ($150K+), plus strong commission structure.
✔ Cutting-Edge Marketing - Multi-channel marketing approach driving high-quality lead generation.
✔ Full Benefits Package - Medical, dental, vision, 401(k) with automatic contributions.
✔ Comprehensive Transition Support - Dedicated team ensures a smooth transition for you and your clients.
✔ No Proprietary Products - Full independence in planning without internal sales pressure.
Your Role & Impact:
As a key member of the advisory team, you will:
Provide holistic financial planning solutions tailored to individual client needs.
Manage and grow your book of business while leveraging the firm's infrastructure and support.
Maximize firm-provided leads to expand your client base and increase revenue.
Implement a variety of wealth management strategies, including AUM, annuities, and insurance.
Build and maintain long-term client relationships through trust, integrity, and personalized service.
Stay compliant with all federal and state licensing requirements.
Who We're Looking For:
Experienced Financial Advisors (7+ years preferred) with a strong track record.
Existing Book of Business ($30M+ AUM preferred, flexible down to $10M in select regions).
Growth-Oriented Mindset - Those eager to scale their practice with firm-provided resources.
Clean FINRA Background - No compliance issues or major regulatory disclosures.
Client-Centric Approach - Passion for comprehensive financial planning and client success.
deal Candidates:
We welcome advisors in various career stages:
Sell & Stay Advisors - Mid-career advisors who want to focus on clients without administrative burdens.
Merger Teams - Established practices ($100M+ AUM) looking for a strategic transition.
Retiring Advisors - Advisors nearing exit, seeking succession planning with strong client care continuity.
If you're looking to elevate your career, grow your practice, and provide best-in-class financial services without the operational headaches, we want to connect with you!
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm
Financial Advisor
Finance Advisor Job In Seattle, 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.
Financial Advisor
Finance Advisor Job 11 miles from Seattle
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.
Investment Advisor Representative
Finance Advisor Job 8 miles from Seattle
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)
Investment Advisor
Finance Advisor Job 8 miles from Seattle
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)
Wealth Advisor
Finance Advisor Job In Seattle, WA
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.
Financial Advisor
Finance Advisor Job 45 miles from Seattle
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.
Lead Financial Advisor
Finance Advisor Job 25 miles from Seattle
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.
Family Office Wealth Advisor
Finance Advisor Job In Seattle, WA
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
Financial Advisor
Finance Advisor Job 29 miles from Seattle
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: ********************************
Financial Analyst
Finance Advisor Job In Seattle, WA
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
Financial Advisor
Finance Advisor Job 25 miles from Seattle
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
Finance Advisor Job 23 miles from Seattle
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
Financial Analyst
Finance Advisor Job 25 miles from Seattle
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.
Transactional Quantitative Analyst
Finance Advisor Job In Seattle, WA
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 Advisor - Tukwila, WA
Finance Advisor Job 10 miles from Seattle
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.
Financial Advisor
Finance Advisor Job In Seattle, WA
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
Advisor, Financial Planning and Analysis
Finance Advisor Job 48 miles from Seattle
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives
+ Assist in Make vs Buy, Make vs Make and other strategic financial analysis
+ Prepare capital analytics on a monthly/quarterly/annual basis
+ Prepare monthly results for Strategic Projects
+ Assist with the yearly budget and quarterly forecast process for strategic projects
+ Assist with the quarterly reporting to the SEC Accounting Team
+ Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process
+ Support capital controls in partnership with Medical Segment FP&A team
+ Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them
+ Support the transition manufacturing agreement pricing arrangements
+ Manage multiple deliverables and deadlines concurrently
+ Work on Ad hoc requests and initiatives as required
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Services Professional
Finance Advisor Job In Seattle, WA
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
Finance Advisor Job 25 miles from Seattle
*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