Finance Planner Jobs in Silver Firs, WA

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  • Senior Financial Planner

    Financial Planner Recruiting, LLC

    Finance Planner Job In Seattle, WA

    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
    $56k-105k yearly est. 11d ago
  • Investment Advisor

    B.O.S.S. Retirement Solutions

    Finance Planner Job In Kirkland, WA

    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 Kirkland and Bothell, WA office locations. 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)
    $84k-149k yearly est. 11d ago
  • Financial Advisor

    Blue Signal Search

    Finance Planner 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
    $150k yearly 27d ago
  • Financial Advisor

    Bankers Life 4.5company rating

    Finance Planner Job In University Place, WA

    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: ********************************
    $80k-100k yearly 29d ago
  • Financial Advisor

    Pure Financial Advisors, LLC

    Finance Planner 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.
    $125k yearly 29d ago
  • Family Office Wealth Advisor

    Next Level Recruiting, LLC 4.1company rating

    Finance Planner 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
    $79k-142k yearly est. 27d ago
  • Lead Financial Advisor

    Puget Sound Financial Strategies 3.4company rating

    Finance Planner Job In Tacoma, WA

    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.
    $70k-80k yearly 22d ago
  • Financial Advisor

    Elevated Financial Management

    Finance Planner Job In Renton, WA

    Stop Chasing Leads. Start Closing Them. You didn't become a financial advisor to cold call. You became one to change lives-and build your own in the process. If you're tired of chasing prospects and ready to focus on what you do best -closing, advising, and building real financial plans that matter-this is your moment. This is not another advisory role where you spend your days begging for referrals or dialing strangers. This is the opportunity top advisors dream of but rarely find. Imagine this: Your calendar is full-with qualified, pre-set appointments. Your clients are mass affluent retirees, eager for guidance. Your leads come from TV, radio, workshops, and digital campaigns. Your job? Show up, advise, and close the business. That's the opportunity waiting in Renton, WA, at Elevated Financial Management-a fast-growing, high-impact firm changing the way retirement planning is done. Powered by deep marketing reach and a trusted public presence, this firm isn't asking you to hustle for leads. It's giving them to you-daily. Here's what you bring: A Series 65 and Life Insurance License At least 3 years of experience in financial advising or wealth management A track record of closing AUM and annuity business with confidence Deep understanding of retirement planning, investment strategy, and client psychology The ability to turn a first-time appointment into a long-term client relationship This role is for you if: You're a closer, not a chaser You thrive in a high-lead, high-reward environment You can connect deeply and communicate clearly-especially with retirement-age clients You're comfortable in-person (virtual optional), confident under pressure, and committed to doing work that matters This isn't just a job-it's a launchpad. With a competitive base salary, uncapped earning potential tied to AUM, annuities, and more-and zero prospecting-this is a rare chance to step into a ready-built system designed to let great advisors thrive. If you're not tired of chasing... this role isn't for you. But if you're ready to level up and focus on your real skill-advising and closing-then this is the opportunity you've been waiting for. Apply Now!
    $46k-84k yearly est. 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance Planner Job In Port Townsend, WA

    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 program¹. Salary for the first five years as you begin to build your practice² 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. ¹ 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 ² 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 500¹ 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. ¹Fortune 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. #LI-USFATA
    $45k-100k yearly 3d ago
  • Financial Analyst

    Infopact, Inc.

    Finance Planner 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
    $62k-93k yearly est. 31d ago
  • Financial Analyst

    Brooksource 4.1company rating

    Finance Planner Job In Everett, WA

    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.
    $62k-88k yearly est. 17d ago
  • Financial Analyst

    Amphenol CMT

    Finance Planner Job In Snoqualmie, WA

    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
    $61k-93k yearly est. 27d ago
  • Financial Planner

    Blue Trust

    Finance Planner Job In Bothell, WA

    Full-time Description 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
    $56k-105k yearly est. 14d ago
  • Financial Planner

    Ronald Blue & Co

    Finance Planner Job In Bothell, WA

    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
    $56k-105k yearly est. 18d ago
  • Private Equity Analyst

    Longeron

    Finance Planner Job In Kirkland, WA

    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.
    $87k-142k yearly est. 60d+ ago
  • Financial Advisor - Tacoma, WA

    Country Financial 4.4company rating

    Finance Planner Job In Tacoma, WA

    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.
    $65k-95k yearly est. 24d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Planner Job In Tacoma, 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
    $55k-94k yearly est. 21d ago
  • Associate Financial Advisor

    Ameriprise Financial 4.5company rating

    Finance Planner Job In Edmonds, WA

    Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. Responsibilities: Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives. Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions. Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives. Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients. Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate. Qualifications: Two to three plus years of experience as a financial advisor. Hold the Series 7, Series 66, and Life & Health licenses. CFP & APMA designation is a bonus. Experience with NaviPlan and/or MoneyGuide Pro financial planning analysis software is a plus. Strong interpersonal and communication skills. Detail-oriented with excellent organizational and time-management abilities. Compensation and Benefits: Base compensation between $90,000-$110,000, commensurate with experience. Bonus opportunities based on performance. Comprehensive benefits package including PTO and paid holidays, medical insurance with 70% of premiums paid, dental insurance with 50% of premiums paid and 401k plan with matching. How to Apply: If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!
    $34k-49k yearly est. 60d+ ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Planner 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: ********************************
    $71k-106k yearly est. 31d ago
  • Financial Analyst

    Brooksource 4.1company rating

    Finance Planner Job In Everett, WA

    *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
    $27-30 hourly 1d ago

Learn More About Finance Planner Jobs

How much does a Finance Planner earn in Silver Firs, WA?

The average finance planner in Silver Firs, WA earns between $42,000 and $139,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average Finance Planner Salary In Silver Firs, WA

$77,000

What are the biggest employers of Finance Planners in Silver Firs, WA?

The biggest employers of Finance Planners in Silver Firs, WA are:
  1. Blue Trust
  2. Ronald Blue & Co
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