Finance Planner Jobs in Seattle, WA

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)

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

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.

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.

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

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.

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: ********************************

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.

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.

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

Financial Analyst 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

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.

About Blue Trust: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.* * As of 6/30/2024 and subject to change. Position Overview: The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities: 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. * Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. * Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. * Provides cash flow analysis including bonus payments and stock option planning. * Assesses gifting opportunities of cash, securities, or other property. * Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. * Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy. * Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. * Adept at utilizing Planning software deployed within the Division. 2. Initiates investment transactions in accordance with instructions from the Advisor. Implements investment transactions utilizing company's trading software. Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: Ensures all materials and financial plans are in good order in advance of scheduled meeting. * Records meeting notes. * Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. * Handles follow up on action items as appropriate. * Effectively responds to client and outside vendor inquiries or needs as required. * Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. 4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as: * Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge. * Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. * Approaches work, interactions, and relationships in a manner consistent with the company's Core Values. * Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salentica (CRM), Orion, etc. 6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company. Requirements Qualifications: * Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel. * Proven technical, analytical, and problem-solving skills. * Strong general knowledge of financial planning and investment management. * Strong business mathematical skills and keen attention to detail. * Personal integrity and ability to discreetly handle confidential data. * Ability to prioritize and complete multiple time-sensitive tasks. * Strong communication skills, both verbal and written. * Ability to excel in a team environment. * Aptitude and passion for learning. * Desire to serve clients and co-workers with excellence. * Proficiency in Microsoft Office with a high level of expertise in MS Excel. Education, Experience & Skills: * Bachelor's degree in business, finance, accounting, or financial planning is required. * Minimum of three (3) years' prior financial planning and/or financial service experience is preferred. Certifications, Licenses and Registrations: * Certified Financial Planner designation is preferred. * Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA. Travel Requirements Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. Blue Trust is an equal opportunity employer

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. Be an active part of a collaborative team and share best practices. Assist our engineering and product teams with prioritizing and creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience in a client-facing financial services roles Experience with in-depth tax planning and building tax projections for clients Significant experience in delivering financial advice directly to consumers Exceptional investment acumen and knowledge of broader planning topics Significant experience using financial services technology Interest in or passion for the tech space, and a desire to change the industry Strong organizational, leadership, and written communication skills BS or BA in Finance, Accounting, or other related major preferred Benefits and Compensation: Medical, dental and vision coverage 401k plan Technology allowance Hybrid work environment opportunities available for select employees PTO Paid parental leave In-person team & company events Salaried role, commensurate with experience

JOB TITLE: Associate Merchandise Financial Planner DEPARTMENT: Planning REPORTS TO: Director of Planning FLSA STATUS: Non-Exempt PAY RANGE: $55,000-$60,000 depending on experience POSITION PURPOSE: At Zumiez we provide our Customer with cutting edge products across multiple categories, and everything we do revolves around the Customer, who is at the heart of our company. As an Associate Merchandise Financial Planner, you will play a pivotal role in helping us achieve this mission. You will create financial plans and set key operational metrics that support the overall goals of the organization. You will collaborate with your buying partners by providing them guidance on Open-to-Buy budgets and optimized assortment plans. You will be a key contributor in finding ways to maximize the business while remaining fiscally responsible. You will engage in projects that will require you to leverage your deep sense of curiosity and analytical skillset to maximize the customer experience. JOB DUTIES & RESPONSIBILITIES: Support company and organizational initiatives and projects through individual contribution and collaboration with cross-functional partners. Generate insights and visibility that help to maximize business opportunities and decision making through informed and data-driven forecasting and modeling. Develop and manage seasonal financial plans at the department/category/vendor level. Ensure all key planning indicators are met and achieve department strategy. Reconcile the financial plans with assortment plans to ensure overall alignment between department strategies and financial targets. Review financial plans with Merchandising leadership. Own all aspects of assortment planning and maximization; includes assortment shell planning, key brand partner breadth and depth guidance, and store clustering. Collaborate with the buying team to execute to financial and assortment plans, making the appropriate course corrections as needed. Identify deviations from forecasted results and other variances and timely resolve or make recommendations for any issues. Review in-season metrics and track performance against plan, working with the appropriate teams to help achieve seasonal plans. Maintain the markdown budget and partnering with the buying team to help drive effective execution. Create post-season recaps to quantify actual results to plan and generate learnings and insights that will assist in future planning and execution. Ad hoc assignments and projects as required. JOB REQUIREMENTS & QUALIFICATIONS: Bachelor's degree in business, supply chain, retail merchandising, or related field, or equivalent combination of education and experience preferred. 1-3 years of successful planning and/or buying experience. Self-starter, strong initiative, and a deep sense of curiosity. Resourceful problem-solver, ability to thrive in ambiguity. Strong data analysis skills and ability to use visualization tools such as Excel, SQL, and Power BI preferred. Effective verbal and written communication. Team player: you can collaborate well with others and bring out the best in your team. Proficient with Microsoft Office Suite. PHYSICAL DEMANDS & WORK ENVIRONMENT: Ability to sit in stationary position in an office environment for extended periods of time and work on a PC without limitations. Ability to move in an office environment in order to access files and gather information. The person in this position frequently communicates with co-workers who have inquiries about product or their merchandise plans. Must be able to exchange accurate information in these situations. THIS FULL-TIME ROLE IS BENEFIT ELIGIBLE AND OFFERS: Health, vision, and dental insurance Basic life insurance and supplemental voluntary life insurance Disability insurance 401(k) plan Employee stock purchase plan Paid parental leave Vacation Employee Assistance Program Healthcare Flexible Spending Account (FSA) Dependent Care Flexible Spending Account (FSA) Zumiez merchandise discount COMPENSATION FOR ROLE IN ADDITION TO BASE SALARY: Bonus eligibility Equity eligibility Stock grant

Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy Longeron includes an advisory group with both capital and expertise to support the future success of the business Job Description Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools. Responsibilities This job will be demanding and we ask that you only apply once you clearly understand the scope. Deal Sourcing (60%) The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database. A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company. Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation. Deal Evaluation (40%) Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms. Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure. Qualifications Hard working individual that is willing to do everything from database management to financial modeling Motivated to work in finance Strong oral and written communication skills Detail oriented person with a high quality standard Comfortable working in a team and independently Comfortable with Microsoft Excel Additional Information All your information will be kept confidential according to EEO guidelines.

Salal Credit Union is looking to hire full-time Personal Financial Representatives at our First Hill Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on! A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members. In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position! QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE * Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking. * 1+ years of successful sales and customer service experience is desired. * Ability to interact positively with co-workers, management, and the public. * Ability to pair sales skills with a service mindset. * Willingness to proactively sell our products and services. * Excellent customer service skills. Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union! Compensation and Benefits offered: * Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50. * Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary. * Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions. * 15 days of vacation. * 12 days of sick time. * 2 floating holiday per year (eligible for use after 90 days of employment). * Paid holidays in accordance with the Federal Reserve calendar. * Tuition reimbursement. * 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. * Charitable contribution matching. * Monthly transportation subsidy for employees that qualify. * Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee. Expanded details about our benefit offerings can be found at the following link: ******************************** WORK SCHEDULE & LOCATION This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30 AM - 2:30 PM Saturday. This posting is for our First Hill Branch, located at 1320 Madison St Seattle, WA 98104. READY TO JOIN OUR TEAM? We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. Salal Credit Union participates in E-Verify. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* If you have any questions about this process, please contact our Talent Acquisition Team at *******************.

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.