Mid Oregon Credit Union Jobs

Driving Infinite Possibilities Within A Diversified, Global Organization Senior Customer Program Management Professional Salem, Oregon #hybrid after first 90 days As a Senior Customer Program Management Professional here at Honeywell, you will play a crucial role in guiding and overseeing the successful execution of customer projects. You will be accountable for managing and delivering complex customer programs, ensuring alignment with strategic objectives, and driving program performance. Your strong guiding skills, strategic thinking, and ability to drive results will be essential in contributing to the success of Honeywell's customer programs. You will report directly to our Sr. Projects Manager, and you'll work out of our Salem, Oregon location on an on-site work schedule. In this role, you will impact the efficiency, productivity, and sustainability of building automation systems, ensuring that our customers' facilities are safe, energy-efficient, and productive. KEY RESPONSIBILITIES Guide and manage a large volume of customer projects and initiatives simultaneously, from initiation to completion, ensuring successful execution and delivery Manage and deliver customer programs within scope, schedule, and budget Work with cross-functional teams to define project objectives, scope, and deliverables to ensure project success Identify and mitigate project risks and issues Provide guidance to program teams Monitor and report program performance metrics Train new employees on project steps and requirements Drive continuous improvement by analyzing customer feedback and data, identifying areas for enhancement, and implementing appropriate actions BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Homepage | Honeywell Benefits The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. YOU MUST HAVE • 5+ years of experience in program management or related roles • Strong guiding and team management skills • Excellent strategic thinking and problem-solving skills • Strong understanding of program management ethics and methodologies • Experience managing complex customer programs with multiple stakeholders • Excellent communication and people-oriented skills WE VALUE • Bachelor's degree in Engineering, Business, or a related field • Master's degree in Engineering, Business, or a related field • Project Management Professional (PMP) certification • Experience in a global organization • Experience in managing programs in a matrix organization • Strong negotiation and influencing skills • Ability to adapt to a fast-paced and changing environment ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT Honeywell Building Automation (BA) is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Revenues in 2022 for BA were $6B and there are approximately 18,000 employees globally. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, care or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Additional Information JOB ID: HRD251443 Category: Customer Experience Location: 4001 Fairview Industrial Drive SE, Fairview Industrial,Park,Salem,Oregon,97302,United States Exempt Global (ALL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

The Advanced Field Service Engineer will be working within the Honeywell Industrial Automation (IA) business unit, specifically the Process Measurement & Control (PMC) Team for customer support, team support and functional excellence. This person is the face of Honeywell and will be working with customers and our internal organizations on problem resolution. The purpose of this position will be providing customer support, process and program management. The position will be located in Portland, Oregon. You will drive timely identification, investigation, resolution, root cause analysis and replication of advanced system issues experienced by our field team. You will support focus on accuracy, timely feedback, and customer satisfaction. You will develop broad understanding of customer needs. You will support the knowledge-sharing mindset, methodology, and tools. You will help develop standard work for our Field Organization. You will report to our customer site located in Hillsboro, OR. In addition, you must be available to travel 50% of the time, as needed. Key Responsibilities Ability to troubleshoot & solve complex problems Provide direct support to Internal & External Customers Facilitate issue identification and analysis; Investigate and resolve technical issues Provides timely, detailed and accurate reports on analysis work performed Demonstrates ability to handle challenging projects to ensure customer satisfaction Accountable for team technical competency & skills certification Interacts with multiple disciplines and personnel within organizations Effective written and verbal communication skills Highly motivated, organized and able to work independently A collaborative and cooperative attitude BENEFITS OF WORKING FOR HONEYWELL In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. YOU MUST HAVE • 5+ years of experience in manufacturing technical installations or engineering (electrical or mechanical devices) or completion of military technical training and field experience Strong knowledge of electrical and mechanical systems Proficiency in the Microsoft Office suite (Excel, Word, SharePoint, and PowerPoint. WE VALUE Significant experience applying best practices Strong project management skills Experience in the industry is preferred Strong continuous improvement mindset, strong leadership impact Experience with Salesforce.com, SharePoint, SAP ECC & CRM, Excel Excellent organization skills An ability to train others An ability to motivate a team ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here Additional Information JOB ID: req483363 Category: Customer Experience Location: HON LOC NOT AVAIL IN STATE,Oregon,Oregon,99999,United States Nonexempt Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Compensation: $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Innovate to solve the world's most important challenges Experienced Customer Program Management (External Facing) Salem, Oregon As an Experienced Customer Program Management here at Honeywell, you will play a crucial role in leading and overseeing the successful execution of customer programs. Responds to customer calls, provides training to customers, and performs data analysis. Adjusts work procedures to ensure high levels of performance. Manages the daily coordination of projects including preparing and maintaining budgets and staffing requirements, and is responsible for estimating project costs, gathering and analyzing data, preparing progress reports, coordinating project tasks with various functional organizations, and identifying project problems. You will report directly to our Sr Project Supervisor, and you'll work out of our Salem, OR location on a hybrid work schedule. In this role, you will impact customer-centric initiatives and strategies within the Honeywell Building Automation (BA) business unit, a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. KEY RESPONSIBILITIES Responds to customer calls, develops appropriate documentation and response plan for resolution of issues and sends issue to appropriate level to satisfy customer requirements. Uses technical knowledge to troubleshoot basic customer issues. Performs data mining, gathers, and analyzes data to improve efficiency in products and technical services. May resolve customer problems in a technical call center/service center environment or through customer escalation. Maintain full project load while meeting key project metrics This role requires meeting metrics applicable to specific role requirements and reporting to management on progress Work directly with customers both internal and externally on an as-needed basis Manages multiple ongoing projects simultaneously from point-of-sale acceptance through delivery and installation at customer site to successful invoice at project completion Works on multiple customers impacting components and systems required for successful implementation of electronic key systems Collaborates with multiple stakeholders including internal team members, customer project stakeholders, and 3rd Party contractors (e.g. sales, manufacturing, supply chain, engineering, site survey and hardware specialists, schedulers, on-site contract installers and trainers, and construction and finance) to ensure a world class customer experience and successful on-time delivery of customer projects Manages relationships with third party business partners and customers Documents all project related activity and customer interaction in Salesforce and related project documentation Ability to manage smaller groups of connected projects (e.g. 10 projects simultaneously for one ownership group), with additional reporting and tracking requirements by customer BENEFITS OF WORKING FOR HONEYWELL In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. YOU MUST HAVE Practical knowledge of Honeywell organization, programs or systems with the ability to make enhancements and leverage in daily work Over 3+ years Project Coordination Ability to read and understand technical data sheets and material sheets Personal Computer experience and competency in MS Office (with importance on PowerPoint, Excel, Word), Windows, Office365, Outlook, Salesforce and Oracle Ability to coordinate, track, document, and measure all aspects of installation projects for hospitality, commercial, and energy management electronic key solutions Identifies technical problems and coordinates solutions which ensure a successful project installation Demonstrates clear, professional, and proactive communication, both verbally and in writing Ability to root cause potential issues in complex projects-excellent follow-up skills required WE VALUE BA/BS degree preferred Project Coordination or Project Management related certifications or program degree desired Previous experience in a position that required significant exposure to high profile customers and projects Knowledge of hospitality and commercial construction and/or real estate High level of initiative to continuously improve processes and customer experience through action and ownership Ability to create program specifications, standard work, and training documents High degree of ability to interface with the customer and internal staff, make independent decisions, and recognize and solve problems with little or no supervision Strong organizational, time management, project management, and analytical skills ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT Honeywell Building Automation (BA) is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Revenues in 2022 for BA were $6B, and there are approximately 18,000 employees globally. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Learn more about inclusion and diversity here Additional Information JOB ID: HRD260189 Category: Customer Experience Location: 4001 Fairview Industrial Drive SE, Fairview Industrial,Park,Salem,Oregon,97302,United States Exempt Global (ALL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary As a Financial Professional with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: highly self-motivated and self-disciplined with the ability to work effectively and independently outgoing personality with the ability to develop relationships and a sincere desire to help others fearless, positive attitude, and willingness to be accountable for results organized, detail-oriented, and excellent time-management skills desire for continuous learning good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner MassMutual was founded on May 15, 1851. And from the beginning, we've had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It's behind everything we do and every decision we make. It's how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most. Desired Skills & Experience · Bachelor's degree - Finance or business discipline preferred or equivalent work experience · Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire) · Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations · Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling) · Positive, customer focused attitude with a desire to exceed customer expectations'

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Portfolio Counselors responsibilities include: Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients' goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3+ years experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high volume environment Compensation: Base + commission (driven by conversion rate, number of clients converted, and AUM) Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base) This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

We're currently looking for 2 In Building DAS Construction Managers for one of our key telecom clients. Locations are Salem, OR & Redmond, WA. Construction Manager - In Building DAS Duration: 12-18 months Client: Telecom Pay Rate: around $55/hr Description: In-Building DAS Construction Manager Scope: We are seeking an experienced In-Building Construction Manager with a strong background in in-building infrastructure and large venue projects. The ideal candidate must be comfortable with travel and possess deep knowledge of managing complex construction projects in these environments. This role is responsible for overseeing all Civil Works and maintaining financial control through effective scheduling (time), Service Provider (SP)/ASP management, and Quality Assurance for each project. You will ensure compliance with company standards, processes, and procedures, along with all relevant Federal and Local regulations. Additionally, you will identify and implement continuous improvement opportunities throughout the construction process. Key Responsibilities: Manage and monitor project costs in line with the approved site design. Ensure that: Only customer-approved materials are used in the project. Civil Works guidelines, schedules, and quality standards are strictly followed. Participate in coordination and progress meetings to keep stakeholders aligned. Supervise high-risk activities on-site to minimize disruptions to customer site performance. Ensure the working environment is maintained to acceptable standards by performing safety inspections and ensuring tools and equipment are in good condition. Solve any Civil Works-related problems that arise during the project. Coordinate site activities, ensuring all teams are aligned with project goals and objectives. Drive schedule adherence and troubleshooting efforts to resolve issues. Ensure: Service providers and vendors meet technical specifications for both customer and internal requirements. Workmanship meets contract, company, and customer standards. Safety regulations (company, federal, local, and customer) are followed at all times during the Civil Works phase. Oversee worker safety and site environment safety protocols. Perform pre-inspections, coordinate post-construction audits, and verify site completion. Conduct visual inspections to monitor the quality of work performed on-site. Provide regular progress reports to project management, ensuring accuracy and timeliness. Offer technical support to service providers and suppliers involved in Civil Works. Reject incorrect or substandard material deliveries. Report poor performance or quality issues on-site. Ensure accurate interpretation and compliance with civil design plans. Supervise and coordinate the work of Service Providers and other relevant teams interfacing with the Civil Works portion of the project. Lead teams with a focus on quality and results. Write claims, manage orders, and return materials as needed. Maintain and update construction-specific areas in Site Handler, including: Statements of Work (SOW) and pre-construction documents (NTP, SOW, RFDS, safety guidance, QA standards). NTP receipt verification and RFDS review. Civil Works acceptance and progress verification. Closeout document reviews and approvals. Experience and Qualifications: At least 5 years of experience in project management for large-scale builds, overseeing 500+ sites.

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Compensation: $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Are you ready to play a key role in shaping and evolving the culture of a growing, innovative firm? Do you thrive in a dynamic environment where you can lead, inspire, and build a workplace that fosters inclusivity, innovation, and employee well-being? If so, we want you to join BerryDunn as our Chief Culture and Engagement Officer (CCEO)! As a member of the Senior Leadership Team, the CCEO is integral to BerryDunn's continued success by driving the strategic vision for our Culture and Engagement initiatives. This role leads a talented team dedicated to enhancing the employee experience at every stage of their journey. From HR and Talent Management to DEIBA (Diversity, Equity, Inclusion, Belonging, and Accessibility), Employee Engagement, and Learning and Development (L&D), the CCEO ensures that our culture, engagement, and talent strategies align with the firm's business goals. You Will Lead with Purpose: Champion BerryDunn's culture by creating an environment that prioritizes inclusivity, innovation, and the well-being of our employees. Strategic Vision: Work alongside our Senior Leadership Team to craft and implement workforce plans that align with our broader strategic goals. Talent Development: Forecast talent needs, address gaps, and lead programs that help our employees grow and succeed in their careers. Employee Well-being: Ensure that our benefits, wellness programs, and employee assistance initiatives continue to enhance our employee experience. Engagement & Growth: Foster an engaged, cohesive, and high-performance culture, while developing learning and talent programs that support both individual and firm growth. Inclusive Leadership: Partner with the DEIBA Council and drive initiatives that make BerryDunn a place where all employees feel they belong and can thrive. Impactful Decision Making: Provide strategic insights on compensation, employee relations, and M&A integration, ensuring alignment with our core values and long-term objectives. Drive Organizational Change: Be a change agent by anticipating needs, delivering high-impact solutions, and leveraging metrics to guide decisions. You Have You are a seasoned leader with at least 10 years of experience in a senior HR leadership role, with expertise spanning HR Operations, Compensation, Talent Management, DEIBA, Employee Engagement, and Learning and Development. You bring a strategic business mindset, exceptional leadership skills, and the ability to influence and inspire across all levels of the organization. Your deep understanding of business and talent trends, combined with your passion for creating an inclusive, thriving work environment, makes you the perfect fit for this role. What You Bring: Proven, successful track record of leading large teams and aligning culture and engagement strategies with business objectives. Expertise in talent forecasting, organizational development, and employee relations. Ability to make data-driven decisions and use metrics to shape culture and engagement strategies. Strong financial acumen to balance resources and investments in talent initiatives. Outstanding interpersonal, communication, and coaching skills with the ability to engage and influence senior leadership and employees at all levels. Legal literacy and risk management awareness to ensure compliance and ethical integrity across the firm. BS in Business, Human Resources, or a related field. 10+ years of senior management experience in HR, Talent Acquisition, Compensation, DEIBA, and L&D. A proven ability to build strong relationships and create a collaborative, high-performance culture. A passion for employee well-being, growth, and inclusivity. Compensation Details The base salary range targeted for this role is $240,000 - $270,000. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications in excess of the minimum requirements for this posting, that applicant is encouraged to apply and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations. BerryDunn Benefits & Culture Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact ********************* to request an accommodation. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. About BerryDunn BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com. #J-18808-Ljbffr

At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations Requirements: HS Diploma/GED Preferred: Sales, Collections or Customer Service experience Bi-Lingual Location: On site Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

James J. Williams is Now Hiring Tanker and Bulk Transport CDL-A Drivers! Tanker and Bulk Transport CDL-A Drivers Earn $75,400 - $117,000 per Year - Full Benefits Now Hiring For: Experienced CDL-A tanker and bulk transport drivers Semi-regional routes Home most nights Medical/dental/401(k) Get Started: STEP ONE: Request info by submitting this form STEP TWO: Complete the James J. Williams online driver application (provided upon completion of STEP ONE and takes about 10 min) STEP THREE: Connect with a James J. Williams recruiter to discuss the available roles (we'll contact you at the number provided) Driver Benefits: GREAT PAY PACKAGE Earn $325 per day, depending on experience Earn $1,450 - $2,250 per week depending on experience, routes, regular attendance and length of service Full pay package also includes other accessorial compensation to include tarp pay, stop pay, detention pay, border crossing pay, safety bonuses, and over-dimensional pay as appropriate. PAID ORIENTATION Includes airfare, one single-occupancy room, breakfast, and lunch Arrive Monday, get your truck by Thursday. It's that easy! EXCELLENT BENEFITS Benefits are available to enroll in after the eligibility waiting period has been met Long and Short-term disability Health savings account 401(k) with match Employee assistance program Life insurance $1,800 transition package Accrue 1 hour of sick time per 30 hours worked, then 1-9 years get 80 hours PTO, 10+ years get 120 hours PTO And much more! THE RIGHT TOOLS FOR THE JOB Our trailer fleet is thoroughly maintained and with over 5 different classes, we have the right equipment for you to get the job done! Every truck is outfitted with the latest safety and satellite technology 24/7/365 road service staff & shops If a truck needs repairs, it's not going out until it is 100% ready to hit the road again safely with you at the wheel, You can count on that! PET POLICY + GUEST RIDER POLICY James J. Williams does not allow pets James J. Williams allows riders aged 7 and up after 90 days of safe driving Do you have a CDL-A? Have a Hazmat Certification? Drive for James J. Williams, and receive great pay packages and excellent benefits like; transition and orientation pay, vacation time, regular home time, medical and dental, 401K, and so much more. James J. Williams has been hauling what builds America since 1926! Today, we are still keeping the country running with great drivers like you behind the wheel. Your experience matters. Come drive with us! How to Qualify: REQUIRED: Must have a valid Class A CDL REQUIRED: Must have HAZMAT certification REQUIRED: Must be 21 years of age or older REQUIRED: Minimum of 6 months of driving experience required REQUIRED: A safe driving record on the road REQUIRED: No more than 6 jobs in the last 3 years Canadian admissibility endorsement a plus Doubles/triples endorsement a plus REQUIRED: A Background check required REQUIRED: A clean drug test required REQUIRED: A clean clearinghouse result is required Your Experience Matters. Come Drive with James J. Williams!

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Compensation: $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Portfolio Counselors responsibilities include: Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients' goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3+ years experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high volume environment Compensation: Base + commission (driven by conversion rate, number of clients converted, and AUM) Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base) This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture. Job Description: We are seeking a driven Financial Advisor to join our growing team. This is a W-2 commission-based role, ideal for a professional who thrives in a client-centric environment and is passionate about delivering holistic financial planning solutions. The ideal candidate will have a strong background in financial planning, business development, and relationship management. A CFP designation is highly desired and will be a significant factor in candidate selection. As a Financial Advisor at Infinite Heights Wealth Management, you will have the opportunity to build and manage your own book of business while leveraging the firm's resources, mentorship, and support. Our firm's mission-driven approach ensures you have the tools and flexibility to create lasting client relationships and achieve professional growth. Key Responsibilities: Client Acquisition & Relationship Management: Develop and maintain strong relationships with clients by providing comprehensive financial planning, investment, and wealth management strategies. Financial Planning & Strategy: Work closely with clients to assess their financial goals, risk tolerance, and investment strategies to develop tailored financial plans. Business Development: Generate new business through networking, referrals, and marketing initiatives while maintaining an active pipeline of prospective clients. Client Service & Engagement: Provide ongoing financial guidance, conduct portfolio reviews, and adapt plans to evolving client needs. Compliance & Documentation: Ensure all client interactions and transactions comply with regulatory requirements and firm policies. Collaboration & Professional Development: Engage in firm-wide initiatives, training, and industry events to stay current on financial planning best practices and market trends. Qualifications: Education: Bachelor's degree in Finance, Business, or a related field. Experience: Minimum 3+ years of financial advisory experience with a proven track record of client acquisition and retention. Licenses: Active Series 7 and 66 (or 63/65) licenses required. Life & Health Insurance License preferred or must obtain after employment. Certification: CFP designation is highly preferred or in progress. Technology Skills: Familiarity with financial planning software (eMoney, Wealthbox, or similar CRM tools) and strong ability to adapt to new technology. Soft Skills: Exceptional communication, presentation, and interpersonal skills with a client-first approach. Entrepreneurial Mindset: Ability to work autonomously while leveraging firm resources and mentorship to grow your practice. Compensation & Benefits: Compensation Structure: W-2 commission-based pay model, with a competitive payout structure and clear growth potential. Base Salary: Commensurate with experience and skills. Performance-Based Incentives: Bonus opportunities tied to production and client satisfaction. Benefits: Comprehensive medical, dental, and vision coverage. Employer-matched 401(k). Professional Development: Ongoing training, mentorship, and opportunities for advancement within the firm. This role is ideal for a growth-oriented financial professional who wants to align with a mission-driven firm and make a lasting impact on clients' financial well-being. If you are ready to elevate your career and be part of an inspiring and collaborative team, we invite you to apply.

James J. Williams is Now Hiring Tanker and Bulk Transport CDL-A Drivers! Tanker and Bulk Transport CDL-A Drivers Earn $75,400 - $117,000 per Year - Full Benefits Now Hiring For: Experienced CDL-A tanker and bulk transport drivers Semi-regional routes Home most nights Medical/dental/401(k) Get Started: STEP ONE: Request info by submitting this form STEP TWO: Complete the James J. Williams online driver application (provided upon completion of STEP ONE and takes about 10 min) STEP THREE: Connect with a James J. Williams recruiter to discuss the available roles (we'll contact you at the number provided) Driver Benefits: GREAT PAY PACKAGE Earn $325 per day, depending on experience Earn $1,450 - $2,250 per week depending on experience, routes, regular attendance and length of service Full pay package also includes other accessorial compensation to include tarp pay, stop pay, detention pay, border crossing pay, safety bonuses, and over-dimensional pay as appropriate. PAID ORIENTATION Includes airfare, one single-occupancy room, breakfast, and lunch Arrive Monday, get your truck by Thursday. It's that easy! EXCELLENT BENEFITS Benefits are available to enroll in after the eligibility waiting period has been met Long and Short-term disability Health savings account 401(k) with match Employee assistance program Life insurance $1,800 transition package Accrue 1 hour of sick time per 30 hours worked, then 1-9 years get 80 hours PTO, 10+ years get 120 hours PTO And much more! THE RIGHT TOOLS FOR THE JOB Our trailer fleet is thoroughly maintained and with over 5 different classes, we have the right equipment for you to get the job done! Every truck is outfitted with the latest safety and satellite technology 24/7/365 road service staff & shops If a truck needs repairs, it's not going out until it is 100% ready to hit the road again safely with you at the wheel, You can count on that! PET POLICY + GUEST RIDER POLICY James J. Williams does not allow pets James J. Williams allows riders aged 7 and up after 90 days of safe driving Do you have a CDL-A? Have a Hazmat Certification? Drive for James J. Williams, and receive great pay packages and excellent benefits like; transition and orientation pay, vacation time, regular home time, medical and dental, 401K, and so much more. James J. Williams has been hauling what builds America since 1926! Today, we are still keeping the country running with great drivers like you behind the wheel. Your experience matters. Come drive with us! How to Qualify: REQUIRED: Must have a valid Class A CDL REQUIRED: Must have HAZMAT certification REQUIRED: Must be 21 years of age or older REQUIRED: Minimum of 6 months of driving experience required REQUIRED: A safe driving record on the road REQUIRED: No more than 6 jobs in the last 3 years Canadian admissibility endorsement a plus Doubles/triples endorsement a plus REQUIRED: A Background check required REQUIRED: A clean drug test required REQUIRED: A clean clearinghouse result is required Your Experience Matters. Come Drive with James J. Williams!

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Compensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. The Opportunity: The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients. This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and manage client communication while working directly with internal departments to fulfill client operational requests Your Qualifications: 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focus Compensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Compensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER