Finance advisor jobs in Vancouver, WA - 260 jobs

We're looking for a detail-oriented individual who thrives in a dynamic environment and enjoys working collaboratively. This role involves supporting key business functions and contributing to overall organizational success. Responsibilities Assist with reviewing and interpreting data to help guide decision-making. Prepare corporate and project budgets including reviewing monthly variance analysis. Support process improvement projects to automate and reduce task times. Contribute to planning and monitoring activities to ensure objectives are met. Develop and maintain tools or processes that support long-term goals. Identify opportunities to improve workflows and enhance efficiency. Partner with various teams to provide insights and ensure alignment with company priorities. Requirements Bachelor's degree in finance, business or related fields 3-5+ years of experience in a role involving analysis and planning. Strong problem-solving skills and ability to work independently. Comfortable using Excel, Power BI, and other analytical tools Excellent communication skills for working with diverse stakeholders

Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions. Job Summary As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. Job Responsibilities Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team Develop & maintain relationships between the investment desks and distribution teams Understand and articulate investment strategies and performance to internal and external stakeholders and clients Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams Actively support new product development and positioning; monitor trends in the market and propose solutions in response Work with marketing/communications teams to promote products and produce best-in-class client communications Fundraising and ongoing client relationship management as well assist with launching new products Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients. Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries. Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations. Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations. Required Qualifications, Capabilities and Skills 9+ years of experience in Investment Specialist or Product Specialist role Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan Preferred Qualifications, Capabilities and Skills Series 24 license Expertise in alternatives strongly preferred

About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses upon completion of proper licensing. Full benefits . Qualifications Job Requirements · Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred. · Track record of success in academic and/or career endeavors. · Can handle long hours and rigorous training. · Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing. Applicants must have lived in the greater Portland Metro area for three years or more. Additional Information Our Culture: Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony. Our Training Program: We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter. To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: ************** Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab. Please answer the following questions in your application: Have you completed your bachelor's degree? If not, when will you graduate? How many years have you lived in the greater Portland, OR Metropolitan area? Are you authorized to work in the U.S. without requiring sponsorship? Website: ************ Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in support of our clients, executing client requests and updating information Active participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor's degree required 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI- EOE M/F/D/V

Job Description Job purpose Trajan Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint in the Portland area and looking for an Advisor to meet with clients at our Lake Oswego OR and Vancouver WA office locations. At Trajan Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. What sets us apart is our integrated approach: alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof. Plus and in-house CPA group offering tax services to our clients. We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek. Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day. Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan Wealth offers the platform to do just that. Our average advisor produces $40M per year in new assets. What Makes Us Different: Do what you do best; meet with and sell clients who are excited to meet you. We have an in-house marketing agency that focus on radio, seminars, digital and more. You have a team that sets 5 to 15 prospect and client appointments per week every week. You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance! Forget prospecting! Finally do what you do best, leave the minutia to your team! Regular business hours so you can get your family and personal life back. Turn key proven sales process and presentation that clients (and advisors) love. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares! Duties and responsibilities Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives Qualifications Clean Broker Check Bachelor's degree or equivalent experience Securities licenses/Certification - Series 65 or Series 7 & 66 or CFP Life and Annuity license Minimum of 7 to 10-years of financial investment advisor experience Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal skills Excellent written and verbal communication skills Proactive style Service orientation and strong code of personal ethics Benefits $200,000+ per year (average) which includes base salary and bonus. W2 Employee not Contractor 401k with matching component up 13% United Healthcare PPO Medical employee coverage paid by Company Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available Generous holidays and PTO

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.

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities * Obtain your required licenses/credentials within 150 days of hire: * FINRA Series 7 * Active State Securities Agent Registration (S63 or S66) * Active IAR Registration (S65 or S66) and * State Life, Health Insurance and Variable Products lines. * Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. * Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. * Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. * Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: * Develop and execute a robust marketing plan to achieve the practice's client acquisition goals. * Identify clients to engage or re-engage in financial planning relationships. * Gather and analyze data and develop financial planning recommendations. * Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. * Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. * Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. * Manage the practice's client service model and consistent execution. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications * Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications * Four-year college degree from an accredited institution. * High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. * Show accountability to your results. * Outstanding verbal, written and listening communication skills. * Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $55,600 - $80,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in support of our clients, executing client requests and updating information Active participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor's degree required 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI- EOE M/F/D/V

Who We Are Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients' best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys. As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of. If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. Who We Want The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will establish new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority at this level as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm's Core Values and Core Focus in any setting with ease. What To Expect * Proficient in Proven Process * Fully understand and ability to lead/present the Proven Process * Understand Bucketing, Investment and Tax Strategies utilized * Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings * Ability to attract new clients to the firm * Collaborate proactively, professionally and effectively with team members from other satellite offices * Client Service * Provide excellent client service independently and efficiently * Effectively prepare for client meetings with team * Lead and present entire client meeting * Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of. * Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available * Skillfully navigate hard/emotional client conversations * Communicate relatable life and client experiences * Provide positive interactions with the toughest client requests * Handle largest, most complex and demanding clients * Proactive approach to client needs * Develop Crucial Conversation and Active Listening skills * Ability to prioritize client's "Top of Mind" items during client meetings * Empathetic and genuine care for clients, their families and circumstances * Knowledgeable and effective with complex client situations * Unrelenting determination to do what's best for client * Business Development * Business development and client acquisition & actively source opportunities from existing client book * Develop and present plan for creating a COI network and/or a well-formed and active COI network * In depth knowledge of Carson Wealth's mission and vision * Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach. * Ability and willingness to teach and present * Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and Never-Ending Improvement * Keep up-to-date with relevant financial planning news * Maintain all professional Continuing Education and training requirements * Demonstrates strong leadership skills * Demonstrates mastery in technology and financial planning * Participate in internal meetings * Develop quarterly Key Performance Indicators (KPI's). Adhere to Compliance policies and procedures What You Need * We require our team members to work a majority of their time in office. Some travel may be required. * Bachelor's Degree or 5+ years investment advisory experience * Has obtained one (or more) of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD * Active Series 65 license * Clean U-4 and U-5 history * Computer literacy and aptitude for learning new programs and processes: * Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required * Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred * Excellent interpersonal & communication skills * Excellent prioritization skills * Excellent attitude and an extraordinary client service orientation * A genuine interest in serving and caring for other people * Excellent organizational and time management skills * Ability to be present and on time for client meetings * Self-motivation and a desire for growth * Ability to take direction and a desire to support all team members In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: * The base pay for this position across all US geographic markets ranges from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. * Variable compensation potential (Bonus and/or commissions) * Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

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 relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. You'll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Get smart on core banking and investment solutions and connect clients to all the solutions we provide. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America and Merrill. Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education. As a Senior FSA, you can look forward to Unlimited potential for financial growth. A strong referral network from across the business that will give you a leg-up on client acquisition. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Leadership opportunities, from leading client and conference seminars to mentoring junior associates. We're a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. One year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) by start date. Maintains $15mil in AUM (for Field) and $25mil in AUM (for Centralized/National) on their current book. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: Strong computer skills with an ability to multitask in a demanding environment. Obtained insurance licenses. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110) Pay and benefits information Pay range$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Essential Job Functions: Assist with client service requests and special projects placing the highest priority on client satisfaction. Utilize the Contact Relationship Management system to track client information and data. Support the team with administrative tasks as needed. Act as an onsite dedicated service associate on a wide range of client issues. Research and resolve client concerns in cooperation with local and centralized teams. Adhere to all compliance/risk procedures and follow corporate and industry protocols. Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements. Assist Director in performing daily key activities for the local office(s). Contribute to a positive and empowering environment across teams. Other duties as needed. Required Knowledge, Skills and Abilities: Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Ability to work independently and as part of a team. High level of integrity and professionalism. Interest and/or passion for development of financial services industry knowledge. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Riverpoint Medical in Northeast Portland is looking to hire a Financial Analyst. At Riverpoint you will be part of the process that brings great technology to Medical, Dental and Veterinary markets. We specialize in the design and manufacturing of premium medical devices. Our ingenuity can be found in our suture technologies, sports medicine fibers and anchors, surgical lighting, and special needle technologies. As a Financial Analyst you will perform a variety of tasks to ensure company objectives for cost savings, planning and analysis to improve operational efficiencies, and building/improving processes to track and provide financial details to advance the objectives set by the Executive team. Duties and Responsibilities for the position include: Prepare a monthly reporting package that includes financial information, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and explanations of differences. Identify financial status by comparing and analyzing actual results with plans and forecasts; Looking at current financial performance and identifying trends Develop financial models and provide financial forecasts Recommend actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials. Provide financial modeling, financial analysis and support for new product development, long-term contracts and other ad-hoc financial projects. Assist in preparing analysis, commentary, and presentation material for the monthly and quarterly financial review for senior management Maintenance and review of standard cost for materials, finished products and WIP Review supply chain and materials pricing, labor costs, overhead and assumptions for standard costing and budgeting. Support capital expenditure (CapEx) planning and tracking. Help evaluate ROI, IRR, and payback for equipment, automation, and facility investments. Monitor and analyze impacts of tariffs, freight, and global sourcing decisions on product cost and profitability. Partner with commercial teams to evaluate pricing strategies and margin optimization by product line or customer segment. Education and Qualifications Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus. 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields (preferably in a manufacturing environment) ERP experience (SAP, Oracle, NetSuite, or other manufacturing ERP systems Experience with BI tools a plus - Power BI, Tableau, or similar Strong working knowledge of Excel and financial modeling Excellent analytical, decision-making, and problem-solving skills. Attention to accuracy and detail required Knowledge of P&L, balance sheet, and cashflow analysis Strong verbal, written, organizational, time management and interpersonal skills We offer great benefits: Medical, Dental and Vision, Life and Accidental Death Insurance; 401(k) with company match and immediate vesting, Paid Time Off and 9 company paid holidays. We also reward our team with bonus pay such as Referral Bonus and Annual Bonus! Riverpoint Medical is committed to a diverse and inclusive workplace. Riverpoint Medical is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

at Opus Agency Title: Client Financial AnalystGroup: Client Services Delivery OperationsTeam: Pricing and Financial OperationsReports to: Sr. Director, Finance OperationsLocation: Beaverton, OREmployment Type: Full-Time, Salary, ExemptTravel: 10% - 20% WHO WE ARE OPUS AGENCY Opus Agency is a future-forward full-service global event agency with over 400 team members in the United States, London, Sydney, Singapore, and New Zealand. Our portfolio of clients includes world-shaping brands such as Amazon, Google, Microsoft, Salesforce, ServiceNow, and many others. As we look ahead to 2026 and beyond, our profound opportunity is to shape the future of events in an increasingly AI-infused world. In an era where digital interactions often dominate, the authenticity of real-world connections will become paramount. Events will emerge as the #1 priority for CMOs, driving brand success and fostering deep, meaningful relationships with audiences. Our Client Services Delivery team plays a critical role in this vision, partnering with world-shaping brands like Microsoft, Google, and Salesforce, as well as an ever-expanding roster of category creators and fast-growing global brands. With these clients, we don't just respond to change; we shape it by pulling the future forward and leading them into a new era of event marketing. As a Client Financial Analyst, you will be at the forefront of this mission, driving innovative and impactful strategies that align with this events-driven vision for the future. WHAT WE ARE LOOKING FOR The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program. YOU SHOULD HAVE 2 years minimum related experience Preferred Bachelor's degree in either Accounting or Finance Strong financial management and operational skills Advanced Proficiency in excel Excellent written and verbal communication skills Demonstrates effective negotiation techniques Strong analysis and judgment skills Accept changes with short notice and tolerate frequent interruptions. Demonstrated experience working independently and as part of a team. Prioritize, manage multiple projects, and effectively perform within tight time constraints. Successfully perform in high stress, fast-paced environment. Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact. Familiarity with Concur, Intacct, Salesforce preferred but not required. ESSENTIAL RESPONSIBILITIES Financial budget accountability to client and department on management of assigned programs Create budgets for new programs and clients Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients Interface with project leads and account executives to launch new clients Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements Drive growth of existing clients through solid delivery and performance Increased efficiencies gained through experience and expertise Coordination, preparation, and compilation of data / information for clients Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers Conceptualize and help implement strategic enhancements of client programs Other duties may be assigned to meet business needs SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities Other Skills and Abilities LANGUAGE SKILLS Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc. COMPTENCIES Adaptability/Flexibility Detail Orientation/Quality Focus Interpersonal Communication Ethics, Integrity, Values Time Management Analytical Skills Solutions oriented and creative problem solver What You Can Expect in Return Full time position Opportunities for growth and development Health & Dental Insurance (choice of plans) 100% Employer paid short-term disability and life insurance Opportunity to elect additional life insurance and LTD insurance at employee expense Paid parental leave Opportunity to contribute pre-tax dollars to flexible spending accounts 401(K) with employer match Flexibility in work schedules Generous time off HOW WE'LL TAKE CARE OF YOU Our job titles may span more than one career level. The starting salary for this role is between $63,000 and $75,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future. NOT SURE IF YOU SHOULD APPLY? Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don't worry about checking every single box. At Opus Agency, we are dedicated to building a versatile, inclusive team with a variety of backgrounds and a growth mindset - so if you're excited about this role, but your past experience doesn't align perfectly with every single item listed in this , we encourage you to apply. You may just be the right candidate for this role, or we may have other roles that better align with your skillset. PHYSICAL REQUIREMENTS: Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed. The is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. OTHER DUTIES AND ACKNOWLEDGEMENT The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture. Essential Duties and Responsibilities Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations. The students will: • Apply principles learned in school to hands-on situations • Work within specifications provided to meet project goals and objectives in a timely and accurate manner • Identify and recommend process improvements for specified projects • Attend training sessions and other appropriate educational opportunities • Perform or review systems analysis, testing and documentation for existing processes • Take ownership and responsibility for identified projects • Participate with peers, project team members and other departments on a regular basis • Prepare and distribute weekly Division reporting Qualifications • Current student pursuing a bachelor's degree in finance/accounting or related fields • Demonstrated results-driven leadership • Critical problem analysis, decision making and analytical abilities • Strong interpersonal skills with excellent written and verbal communication skills • Integrity • Prefer GPA of 2.8 or above

Why join us? We are hiring! AtkinsRéalis is seeking a Construction Finance Analyst Support to join our Beaverton, OR office. About Us AtkinsRéalis is one of the world's most respected design, engineering, and project management consultancies. AtkinsRéalis has been providing infrastructure planning, engineering, construction, environmental consulting, urban planning, architecture, and program management services to public and private clients across the United States for more than 50 years. AtkinsRéalis has the depth and breadth of expertise to respond to the most technically challenging and time-critical infrastructure projects and the urgent transition to a low-carbon economy. How will you contribute to the team? * Assist in preparation and issuance of monthly and quarterly cash flow forecasts to the capital construction team. * Prepare and issues monthly, quarterly and total project funding and commitment forecasts to the capital construction team. * Creation and maintenance of WBS codes and scope alignment * Manage and control capital project budget and spends at the work breakdown schedule (WBS) level. * Review all invoices for the project and ensure that junior technical staff codes the invoices where applicable. * Schedule and lead regular cost meetings to align on budget, spending and change order status with the contractors and engineering teams. * Monthly spend to forecast variance analysis and drive the forecast to spend within required acceptance range. * Lead closeout efforts of Supplier purchase orders * Risk and opportunity analysis * Ad hoc reporting and analysis * Ensure compliance with reporting standards and corporate finance and accounting policies. What will you contribute? * Bachelor's degree in finance, quantity surveying, construction management or a related field * Five years of relevant experience * Must have strong cost management, scheduling, and/or project planning skills. * Must have experience working on or with construction projects. * Must have experience in developing budgets, cash flows and forecasts. * OSHA 10 hour preferred. * Experience in semiconductor, commercial, industrial, refinery, is preferred. * Must be highly articulate, have clear and analytical approach to problem solving, and strong decision-making abilities. Must have excellent communication and presentation skills. * Working knowledge of industry standard software, including but not limited to SAP, PowerBI, and cost management applications. * Must thoroughly understand and utilize information technology in the performance of work including Internet, Intranet, Microsoft Windows OS, Adobe Acrobat, Microsoft Office Suite, and Microsoft Project. * Advanced Excel skills are preferred. What we offer at AtkinsRéalis: At AtkinsRéalis, you will enjoy a robust rewards package which includes: * Opportunity to work on various projects of various sizes. * Competitive salary * Flexible work schedules * Group Insurance * Retirement Savings Plan with employer match * Employee Assistance Program (EAP) * Learning and development programs, training, career opportunities and a highly regarded tuition reimbursement program If this sounds like you and you would like to expand your career with us, apply today! AtkinsRéalis is an equal opportunity, drug-free employer committed to diversity in the workplace. EOE/Minorities/Females/Vet/Disability. Please review AtkinsRéalis Equal Opportunity Statement here: ************************************************************** AtkinsRéalis cares about your privacy and are committed to protecting your privacy. Please consult our Privacy Notice on our Careers site to know more about how we collect, use and transfer your Personal Data. By submitting your personal information to AtkinsRéalis, you confirm that you have read and accept our Privacy Notice. Upon acceptance of an offer, all candidates must go through a drug screen test and background check. AtkinsRéalis is a federal contractor which mandates a satisfactory background screening report and drug test that supersedes state laws. Note to staffing and direct hire agencies: In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency. ***************************************************** Worker Type Employee Job Type Regular At AtkinsRéalis, we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.

Why join us? We are hiring! AtkinsRéalis is seeking a Construction Finance Analyst Support to join our Beaverton, OR office. About Us AtkinsRéalis is one of the world's most respected design, engineering, and project management consultancies. AtkinsRéalis has been providing infrastructure planning, engineering, construction, environmental consulting, urban planning, architecture, and program management services to public and private clients across the United States for more than 50 years. AtkinsRéalis has the depth and breadth of expertise to respond to the most technically challenging and time-critical infrastructure projects and the urgent transition to a low-carbon economy. How will you contribute to the team? Assist in preparation and issuance of monthly and quarterly cash flow forecasts to the capital construction team. Prepare and issues monthly, quarterly and total project funding and commitment forecasts to the capital construction team. Creation and maintenance of WBS codes and scope alignment Manage and control capital project budget and spends at the work breakdown schedule (WBS) level. Review all invoices for the project and ensure that junior technical staff codes the invoices where applicable. Schedule and lead regular cost meetings to align on budget, spending and change order status with the contractors and engineering teams. Monthly spend to forecast variance analysis and drive the forecast to spend within required acceptance range. Lead closeout efforts of Supplier purchase orders Risk and opportunity analysis Ad hoc reporting and analysis Ensure compliance with reporting standards and corporate finance and accounting policies. What will you contribute? Bachelor's degree in finance, quantity surveying, construction management or a related field Five years of relevant experience Must have strong cost management, scheduling, and/or project planning skills. Must have experience working on or with construction projects. Must have experience in developing budgets, cash flows and forecasts. OSHA 10 hour preferred. Experience in semiconductor, commercial, industrial, refinery, is preferred. Must be highly articulate, have clear and analytical approach to problem solving, and strong decision-making abilities. Must have excellent communication and presentation skills. Working knowledge of industry standard software, including but not limited to SAP, PowerBI, and cost management applications. Must thoroughly understand and utilize information technology in the performance of work including Internet, Intranet, Microsoft Windows OS, Adobe Acrobat, Microsoft Office Suite, and Microsoft Project. Advanced Excel skills are preferred. What we offer at AtkinsRéalis: At AtkinsRéalis, you will enjoy a robust rewards package which includes: Opportunity to work on various projects of various sizes. Competitive salary Flexible work schedules Group Insurance Retirement Savings Plan with employer match Employee Assistance Program (EAP) Learning and development programs, training, career opportunities and a highly regarded tuition reimbursement program If this sounds like you and you would like to expand your career with us, apply today! AtkinsRéalis is an equal opportunity, drug-free employer committed to diversity in the workplace. EOE/Minorities/Females/Vet/Disability. Please review AtkinsRéalis Equal Opportunity Statement here: ************************************************************** AtkinsRéalis cares about your privacy and are committed to protecting your privacy. Please consult our Privacy Notice on our Careers site to know more about how we collect, use and transfer your Personal Data. By submitting your personal information to AtkinsRéalis, you confirm that you have read and accept our Privacy Notice. Upon acceptance of an offer, all candidates must go through a drug screen test and background check. AtkinsRéalis is a federal contractor which mandates a satisfactory background screening report and drug test that supersedes state laws. Note to staffing and direct hire agencies: In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency. ***************************************************** Worker TypeEmployeeJob TypeRegular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.

As a Financial Analyst, you'll help drive Concora Credit's Mission to enable customers to Do More with Credit - every single day. The impact you'll have at Concora Credit: You'll be a key member of the Finance organization, working with other members of the FP&A team to prepare financial projections for internal and external stakeholders, conduct value-added analysis on financial performance, track key performance indicators of the business, and work with cross-functional leaders to provide financial insights for key business decisions. In addition, this role contributes to ongoing process improvements by enhancing reporting tools, streamlining workflows, and leveraging Databricks, SQL, and BI solutions to build reliable datasets and automated reporting. The Analyst is a valued member of a dynamic team within a rapidly growing company and fast-paced environment, with growth potential, high visibility, and exposure to senior leaders. We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to help non-prime customers do more with credit. Today, we have helped millions of customers access credit. Our industry leadership, resilience, and willingness to adapt ensure we can help our partners responsibly say yes to millions more. As a company grounded in entrepreneurship, we're looking to expand our team and are looking for people who foster innovation, strive to make an impact, and want to Do More! We're an established company with over 20 years of experience, but now we're taking things to the next level. We're seeking someone who wants to impact the business and play a pivotal role in leading the charge for change. Responsibilities As our Financial Analyst, you will: Develop, maintain, and update monthly, quarterly, and annual financial forecasts. Build repeatable data pipelines and queries in Databricks to automate data extraction and improve accuracy and efficiency. Prepare monthly and quarterly reporting packages, dashboards, and KPIs for executive, department, and board review. Partner with department leads to understand operational drivers and develop accurate financial plans. Perform detailed variance analysis against budget and forecast; identify risks, opportunities, and trends. Develop and maintain curated financial datasets, tables, and views used for budgeting, forecasting, KPI tracking, and executive reporting. Enhance and streamline reporting processes, tools, and templates for improved efficiency and accuracy. These duties must be performed with or without reasonable accommodation. We know experience comes in many forms and that many skills are transferable. If your experience is close to what we're looking for, consider applying. Diversity has made us the entrepreneurial and innovative company that we are today. Qualifications Requirements: 2+ years of experience in a financial analyst role. Bachelor's degree in Business, Finance, Economics, Accounting, Mathematics, or Computer-Related field. Advanced skills in Microsoft Excel. Demonstrated skills in financial or data analysis. Ability to construct financial models and company projections. Quick learner with intellectual curiosity to understand a dynamic and complex business. Strong attention to detail and ability to self-review work products is critical. Excellent written and verbal communication skills, including the ability to communicate with senior executives. Able to handle and prioritize multiple tasks simultaneously and deliver results in a timely manner. Preferred Qualifications: Experience with Financial Services companies is preferred, but not required. SQL or Database skills are a plus, but not required. Experience with VBA in MS Office, but not required. What's In It For You: Medical, Dental and Vision insurance for you and your family Relax and recharge with Paid Time Off (PTO) 6 company-observed paid holidays, plus 3 paid floating holidays 401k (after 90 days) plus employer match up to 4% Pet Insurance for your furry family members Wellness perks including onsite fitness equipment at both locations, EAP, and access to the Headspace App We invest in your future through Tuition Reimbursement Save on taxes with Flexible Spending Accounts Peace of mind with Life and AD&D Insurance Protect yourself with company paid Long-Term Disability and voluntary Short-Term Disability Concora Credit provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment-based visa sponsorship is not available for this role. Concora Credit Is an equal opportunity employer (EEO). Please see the Concora Credit Privacy Policy for more information on how Concora Credit processes your personal information during the recruitment process and, if applicable, based on your location, how you can exercise your privacy rights. If you have questions about this privacy notice or need to contact us in connection with your personal data, including any requests to exercise your legal rights referred to at the end of this notice, please contact caprivacynotice@concoracredit.com.