Financial Manager
Finance analyst job in Caldwell, ID
Follow the instructions below to apply with the Canyon County Sheriff's Office
THE FOLLOWING ADDITIONAL FORMS ARE MANDATORY FOR ALL SHERIFF'S OFFICE APPLICANTS. Application will be considered incomplete IF NOT SUBMITTED:
CCSO Additional Documents
The Authorization to Release needs to be notarized; we can provide that service for you in our HR office, if needed. You must be present at the time of signing with a valid Photo ID.
Proof of education copy - Applicants must provide GED, high school and or college transcripts.
Annual salary: $85,300 - $101,493 DOE
OPEN UNTIL FILLED
Job Summary
The Financial Manager oversees all fiscal and budgetary functions of the Canyon County Sheriff's Office. This position provides critical financial counsel to Command Staff, ensuring fiscal integrity, compliance, and accountability. Responsibilities include development, implementation, and monitoring of annual budgets, oversight of payroll and accounting processes, contract and grant coordination, and preparation of detailed financial reporting. The role requires exceptional analytical skills and advanced knowledge of municipal finance. This position reports to the Chief Deputy and is required to effectively collaborate with the County Clerk, Controller and other Sheriff's Office Command Staff.
Key Responsibilities:
Budget Management and Planning
o Prepare, monitor and administer multiple budgets across Sheriff's Office divisions and programs
o Provide fiscal analysis and projections to identify potential shortfalls and funding needs
o Prepare and present annual budget requests and reports to the Board of County Commissioners
o Ensure compliance with County policies and applicable laws governing public funds
Financial Operations and Oversight
o Audit, approve and sign financial transactions, vouchers, and requisitions
o Manage payroll timesheet reviews, and overtime tracking for all Sheriff Office employees
o Balance petty cash, deposits, and accounts payable/receivable systems
o Maintain detailed fiscal documentation and ledgers for all funds, grants and programs
Financial Reporting and Analysis
o Prepare monthly financial reports and deliver briefings to the Chief Deputy and Sheriff
o Coordinate financial information sharing with the County Clerk and Controller to ensure transparency
o Develop and maintain budget forecasts and analytical reports to support leadership decisions
Leadership, Collaboration and Compliance
o Provide financial advice and guidance to the Chief Deputy and Sheriff regarding Sheriff's Office budgetary and financial matters
o Provide financial guidance and technical support to Command Staff and Division Commanders
o Cross-train and collaborate with Senior Financial Specialists within the Finance Division
o Ensure all financial procedures comply with applicable federal, state and local regulations.
Other Duties
o Performs all work duties and activities following County policies, procedures, and safety practices
o All other duties as assigned
Qualifications
Skills and Abilities
· Comprehensive understanding of municipal finance, accounting, fund accounting and public-sector budgeting principles.
· Ability to interpret and apply federal, state, and local financial regulations and policies
· Skill in developing, analyzing, and monitoring complex budgets and financial reports.
· Proficiency in grant and contract administration, fiscal forecasting, and compliance tracking.
· Strong analytical, problem-solving, and decision-making abilities within established policies and laws.
· Demonstrated competency in research, report writing, and presentation of financial data in clear, understandable terms.
· Proficient use of computers, accounting systems, and related financial or office software.
· Effective verbal and written communication skills, including grammar, clarity, and professional correspondence.
· Strong interpersonal and customer service skills with the ability to collaborate across departments and with external stakeholders.
· Ability to organize multiple priorities, maintain accurate records, and perform work with accuracy and efficiency under time constraints.
Special Qualifications
· Must successfully complete a background investigation through the National Crime Information Center (NCIC), a polygraph examination and pre-employment drug screen.
Education and Experience
· Bachelor's degree in accounting, finance or related field (Certified Public Accountant preferred); and
· Five (5) to Ten (10) yeas of finance and budgeting experience required, preferable in a law enforcement setting; and
· Two (2) to Three (3) years of supervisory experience preferred; or
· Any equivalent combination of experience and training which provides the knowledge and abilities necessary to perform the work
Essential Physical Abilities
· Clear speech with or without an accommodation, to effectively convey detailed or important instructions or ideas accurately, loudly and/or quickly
· Sufficient clarity of hearing with or without reasonable accommodation to enable the employee to hear average or normal conversations and receive ordinary information
· Visual acuity, with or without an accommodation, to read instructions, review and organize documents
· Requires sufficient personal mobility and physical reflexes, which permits the employee to function in a general office environment to accomplish tasks
· Ability to lift 25 lbs
Disclaimer:
To perform this job successfully, an individual must be able to perform the primary job responsibilities satisfactorily with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work being assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of individuals in the job. This is not an employment agreement and/or an expressed or implied employment contract. Management has the exclusive right to alter this job description at any time without notice.
Canyon County is an Equal Opportunity Employer. Employment decisions related to recruitment and selection are made without regard to race, color, religion, sex, national origin, age, disability or genetics.
Financial Advisor
Finance analyst job in Eagle, ID
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.
Here's what you can expect from the job and what you need to be successful:
Job duties:
Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center
Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures
Essential skills:
Minimum Education: High School Diploma, with CFP designation preferred
Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
Experience working in a bank or credit union environment preferred
Exceptional interpersonal skills to engage with internal and external business partners
Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to assess individual client needs and foster strong relationships
Proficiency with basic to complex mathematical calculations
Working knowledge of Microsoft Office Suite and financial planning software
Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
Clean U-4
Location: Boise Experience Center - Eagle, ID 83616 OR Sammamish Experience Center - Sammamish, WA
Target Compensation in Idaho: $47,000 to $56,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and annual incentive pay based on current production)
Target Compensation in Washington: $85,000 to $100,000 (This range reflects reasonable earnings potential which includes a base salary of $80,168.40 and annual incentive pay based on current production)
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FT123 #LI-MG
Registered Address: 47 E Riverside Dr. Eagle, ID 83616
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Auto-ApplyAssociate Analyst, Clinical Informatics (Bilingual in Spanish Required) - Monday - Friday 7AM - 4PM PST (REMOTE)
Finance analyst job in Meridian, ID
Provides entry level analyst support for clinical information systems activities. Responsible for provision of application technical support and design for clinical information systems - ensuring creation of workflows and enhancements that support process improvement and change management initiatives. Contributes to overarching strategy to provide quality and cost-effective member care.
Essential Job Duties
- Assists in the development and support of clinical, practice management and operational workflows.
- Assists in the design of workflow analysis, device integration, planning and implementation of clinical systems.
- Participates in the system implementation life cycle including: planning, implementation, training, and post-implementation support.
- Assists in issue resolution related to the clinical information system.
Required Qualifications
- At least 1 year of system implementation experience, or equivalent combination of relevant education and experience.
- Knowledge of systems design methods and techniques.
- Knowledge base in health care informatics.
- Ability to work independently, within a team and collaboratively across teams.
- Analysis, synthesis and problem-solving skills.
- Attention to detail and accuracy.
- Multi-tasking, planning, and workload prioritization skills.
- Verbal and written communication skills.
- Microsoft Office suite/applicable software program(s) proficiency.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
Pay Range: $21.16 - $42.2 / HOURLY
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Mergers and Acquisitions Analyst
Finance analyst job in Eagle, ID
The Mergers and Acquisitions Analyst is a key member of Pennant's Growth team, responsible for project management, diligence, and regulatory filings associated with acquisitions, startups of new ventures, and other expansion of Pennant's operations. This role supports the entire acquisition and start-up processes, from initial prospecting and due diligence through closing, and integration of the new business.
Key Responsibilities
Coordinate and manage cross functional workstreams through due diligence to assess the value, risks, and strategic fit of potential acquisitions and start-ups. Liaising between diligence team members, the Vice President of Acquisitions, and the seller, to ensure regular and clear communication during the diligence process.
Once a transaction is under contract, manage workstreams to get acquisitions across the finish line. Conduct post-project reviews to identify lessons learned to optimize future processes.
Lead the drafting, and filing of applications for Certificates of Need in states where they are required.
Required Skills & Qualifications
Strong willingness and desire to own and be accountable for company growth
Ability to coordinate complex projects;Excellent communication, and decision-making abilities
Healthcare industry experience strongly preferred
Experience in mergers and acquisitions, project management preferred;
Bachelor's degree preferred
Proficiency in using company databases and preparing sheets and reports (Smartsheet, Microsoft Teams, Sharepoint, Word, Excel)
Additional Information
We are committed to providing a competitive Total Rewards Package that meets our employees' needs. From a choice of medical, dental, and vision plans to retirement savings opportunities through a 401(k) plan with company match and various other benefits, we offer a comprehensive benefits package. We believe in great work, and we celebrate our employees' efforts and accomplishments both locally and companywide, recognizing people daily through our Moments of Truth Program. In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees a wide range of free e-courses through our Learning Management System as well as training sessions and seminars.
Compensation: $90,000 - $100,000
Type: Full Time
Location: Pennant Service Center Eagle, ID
Why Join Us
At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact.
What sets us apart:
Empowered, flat leadership model supported by centralized resources
A work-life balance that promotes personal well-being
Complete benefits package: medical, dental, vision, 401(k) with match
Generous PTO, holidays, and professional development
A culture built around our core values-CAPLICO:
Customer Second
Accountability
Passion for Learning
Love One Another
Intelligent Risk Taking
Celebrate
Ownership
About Pennant
Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model enables local leaders to lead, while we provide centralized support for clinical, HR, IT, legal, and compliance needs, empowering them to succeed.
Learn more at: ********************
#Hybrid
Pennant Service Center
1675 E. Riverside Drive, Suite 150
Eagle, ID 83616
The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
Auto-ApplyMergers and Acquisitions Analyst
Finance analyst job in Eagle, ID
The Mergers and Acquisitions Analyst is a key member of Pennant's Growth team, responsible for project management, diligence, and regulatory filings associated with acquisitions, startups of new ventures, and other expansion of Pennant's operations. This role supports the entire acquisition and start-up processes, from initial prospecting and due diligence through closing, and integration of the new business.
Key Responsibilities
* Coordinate and manage cross functional workstreams through due diligence to assess the value, risks, and strategic fit of potential acquisitions and start-ups. Liaising between diligence team members, the Vice President of Acquisitions, and the seller, to ensure regular and clear communication during the diligence process.
* Once a transaction is under contract, manage workstreams to get acquisitions across the finish line. Conduct post-project reviews to identify lessons learned to optimize future processes.
* Lead the drafting, and filing of applications for Certificates of Need in states where they are required.
Required Skills & Qualifications
* Strong willingness and desire to own and be accountable for company growth
* Ability to coordinate complex projects;Excellent communication, and decision-making abilities
* Healthcare industry experience strongly preferred
* Experience in mergers and acquisitions, project management preferred;
* Bachelor's degree preferred
* Proficiency in using company databases and preparing sheets and reports (Smartsheet, Microsoft Teams, Sharepoint, Word, Excel)
Additional Information
We are committed to providing a competitive Total Rewards Package that meets our employees' needs. From a choice of medical, dental, and vision plans to retirement savings opportunities through a 401(k) plan with company match and various other benefits, we offer a comprehensive benefits package. We believe in great work, and we celebrate our employees' efforts and accomplishments both locally and companywide, recognizing people daily through our Moments of Truth Program. In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees a wide range of free e-courses through our Learning Management System as well as training sessions and seminars.
Compensation: $90,000 - $100,000
Type: Full Time
Location: Pennant Service Center Eagle, ID
Why Join Us
At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact.
What sets us apart:
* Empowered, flat leadership model supported by centralized resources
* A work-life balance that promotes personal well-being
* Complete benefits package: medical, dental, vision, 401(k) with match
* Generous PTO, holidays, and professional development
* A culture built around our core values-CAPLICO:
Customer Second
Accountability
Passion for Learning
Love One Another
Intelligent Risk Taking
Celebrate
Ownership
About Pennant
Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model enables local leaders to lead, while we provide centralized support for clinical, HR, IT, legal, and compliance needs, empowering them to succeed.
Learn more at: ********************
#Hybrid
Pennant Service Center
1675 E. Riverside Drive, Suite 150
Eagle, ID 83616
The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
Auto-ApplyController
Finance analyst job in Meridian, ID
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Animal Farm Family LLC is the administrative entity of three rapidly growing e-commerce brands:
Gorilla Mind (gorillamind.com): A leading and disruptive fitness and health supplements brand, specializing in pre-workout, energy drinks, protein, and performance nutrition products that support all fitness goals.
Happy Hippo (happyhippo.com): The world's top online retailer of kratom, along with other popular botanical and herbal supplements.
Intelligent Shop (intelligent.shop): A new men's lifestyle brand, focused on cutting-edge innovative products to help men achieve their best selves.
We're seeking a Controller who's excited to build, optimize, and lead. In this role, you'll own the financial operations across some of the fastest-growing brands in the performance and wellness industry. You'll oversee accounting operations, financial reporting, and systems optimization, ensuring accuracy, compliance, and efficiency at every level. This role is ideal for someone who thrives in a dynamic environment, enjoys improving processes, and can translate numbers into meaningful business insights that drive growth.
Key Responsibilities
Financial Management & Reporting
Oversee all general ledger activity, account reconciliations, and month-end close processes.
Prepare and analyze financial statements and management reports with actionable insights.
Manage accounts payable, accounts receivable, and cash flow forecasting.
Develop and maintain weekly cash forecasts and provide recommendations based on liquidity and payables.
Manage retail deductions, scan-based trading reconciliations, and vendor allowance tracking
Oversee MCB (manufacturer chargeback) processing and dispute resolution
Develop and maintain contribution margin reporting by channel (DTC, retail, distributors)
Oversee trade spend accruals, promotional allowances, and deduction management
Systems & Process Optimization
Lead and enhance financial systems (Acumatica ERP, payroll, tax platforms) for automation and accuracy.
Drive continuous improvement within ERP processes, reporting automation, and system integrations.
Ensure data integrity and reporting consistency across all financial tools and departments.
Compliance & Controls
Maintain strong internal control systems and ensure GAAP compliance.
Oversee tax compliance at the federal, state, and local levels.
Coordinate audits and maintain up-to-date accounting policies and documentation.
Strategic & Cross-Functional Support
Partner with leadership on budgeting, forecasting, and variance analysis.
Provide insights on inventory purchasing, expense management, and profitability trends.
Support royalty calculations and other analytical reporting needs.
Provide financial analysis for line reviews, planogram changes, and new store rollouts
Support trade promotion optimization and post-promotional analysis
Leadership & Team Development
Manage and mentor accounting staff; foster a culture of accountability and continuous learning.
Support payroll, benefits administration, and expense reporting processes.
Collaborate closely with other departments to align financial goals and operational efficiency.
Qualifications
This is an in-office role based in Meridian, ID, with regular in-office collaboration expected at our headquarters.
Required:
Bachelor's degree in Accounting, Finance, or related field
5-8 years of progressive accounting experience
Strong understanding of U.S. GAAP and internal controls
Experience with QuickBooks, Acumatica, or similar ERP systems
Excellent analytical, organizational, and communication skills
Experience with inventory accounting, standard costing, and multi-channel distribution
Ability to operate in a fast-paced, high-growth environment
Experience working with major retailers (grocery, mass, convenience, specialty)
Preferred:
CPA certification
Experience in CPG, e-commerce or multi-brand businesses
Knowledge of category management principles and syndicated data platforms
Experience with c-store/convenience channel accounting and DSD reconciliation
Compensation:
The base salary per year is dependent on experience. The total compensation package may include performance bonuses, benefits, and/or other applicable compensation plans.
At Animal Farm Family, we aim to provide all team members with competitive wages and salaries that are motivating, fair, and equitable. Actual compensation packages are based on several factors unique to each candidate, including, but not limited to, skill set, depth of experience, certifications, and specific work location.
Benefits
● Health Insurance
● Dental Insurance
● Vision Insurance
● Health Savings Account (HSA)
● Paid Time Off (PTO)
● Paid Holidays
● 401(k) Retirement Plan
● Maternity & Paternity Leave
● Employee Discount
Auto-ApplyCash & Treasury Analyst
Finance analyst job in Eagle, ID
Jefferson Wells is seeking an experienced and detail-oriented Cash & Treasury Analyst to join our team for a contractual period of 3 - 6 months. This role entails overseeing treasury payment processing, managing both domestic and international trade payables, and handling credit facility activity along with associated reporting. The responsibilities extend to supervising bank accounts, monitoring receipts and payments across internal and external systems, and coordinating with external service providers. Effective communication with internal company personnel and external service providers is crucial. The position requires a focus on integrity, accuracy, timeliness, consistency, and collaboration within a team-oriented environment.
**Responsibilities:**
+ Process treasury payments, including domestic and international trade payables as well as credit facility activity and related reporting.
+ Analyze and solve problems stemming from payment processes.
+ Maintain positive banking relationships with depository banks.
+ Act as a treasury liaison with company's business units in reviewing bank services and handling bank inquiries and related matters.
+ Prepare daily, weekly, and monthly reports on the global cash position.
+ Closely monitor and analyze daily cash positions to ensure coverage for financial commitments, coordinate and optimize short-term borrowing or investments, and actively contribute to the execution of daily cash management responsibilities.
+ Work with internal business units to prepare weekly cash forecasts and other cash and borrowing projection models; coordinate with teams to identify and mitigate forecasting variances.
+ Support corporate accounting, corporate tax, financial planning, internal audit, and other functions as they relate to treasury transactions and entity structures.
+ Recommend and implement solutions to strengthen operational controls and incorporate best practices.
+ Exercise judgement to identify and resolve issues.
+ Prioritize multiple activities simultaneously.
+ Maintain integrity, accuracy, timeliness and consistency with financial transactions and reports.
+ Proactive team member and effective teamwork within and outside of assigned responsibility.
**Job Qualifications:**
+ Bachelor Degree in Finance or Accounting, or equivalent related fields
+ CPA, CMA certification and/or advanced degree preferred, not required
+ 5 to 7 years of business experience in public accounting and/or corporate setting
+ Experience with SAP or similar ERP accounting software
+ Digital proficiency with MS Office products, particularly Excel
+ Experience with banking applications and software
+ Understanding of business challenges and devises innovative solutions
+ Financial literacy - budgeting, investing, borrowing, taxation, financial reporting
+ Effective communication
+ Leadership and organizational skills - ability to manage multiple projects simultaneously
+ Analytical skills - ability to collect information and thoroughly analyze; observe, research and interpret to develop ideas and solutions
+ Embrace effective process improvements and change
**What's in it for you:**
+ Hourly rate of $30 - $45 per hour with Direct Deposit
+ Full-time hours with full Medical, Dental, Vision and 401K Benefits
**About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
Financial Advisor - Meridian, ID
Finance analyst job in Meridian, ID
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.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID
Finance analyst job in Meridian, ID
JobID: 210652284 JobSchedule: Full time JobShift: : 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.
Auto-ApplyFinancial Advisor
Finance analyst job in Meridian, ID
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.
The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.
Essential Functions
Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
Perform compliance and risk management duties as required or assigned.
Other duties as assigned.
Regular, reliable attendance is required.
Requirements
Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
Series 65/66 license preferred.
The Certified Financial Planner (CFP) designation or other professional designations are desirable.
Good interpersonal and communication skills.
Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.
Compensation:
Base salary of $52,000 plus a percentage of gross commissions depending on incentive plan factors.
The compensation represents the base compensation for this position located in Meridian, ID. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Assistant Controller / Senior Accountant
Finance analyst job in Nampa, ID
Full-time Description
The Assistant Controller / Senior Accountant supports the Controller in managing the University's accounting operations, ensuring accurate financial reporting and compliance with generally accepted accounting principles (GAAP) applicable to higher education. This position plays a key role in maintaining the integrity of financial data and supporting effective decision-making across campus. The role works collaboratively with departments such as Student Accounts, Financial Aid, Payroll, and Human Resources, and provides leadership and support for accounting processes, audits, and reporting. As an integral member of the finance team, the Assistant Controller / Senior Accountant helps strengthen the University's financial stewardship in alignment with its mission and values.
This is an onsite, full-time (1.0) exempt, 12-month position that reports directly to the Controller.
Essential Functions
Financial Reporting & Analysis
Prepare and review monthly journal entries, account reconciliations, and general ledger analyses
Support monthly soft close and annual year-end close processes
Assist in the preparation of annual financial statements and supporting schedules for the external audit
Coordinate the annual IRS Form 990 preparation and filing
Assist with development and implementation of accounting policies and internal controls to ensure accuracy and compliance
Accounts Receivable & Tax Compliance
Oversee non-student accounts receivable, including invoicing, collections, and reconciliations
Assist in the preparation and filing of monthly state tax reports and remittances (Sales/Use Tax, Travel & Convention Tax, etc.)
Review and maintain vendor tax identification information; prepare and submit annual Form 1099s
Budgeting & Departmental Support
Provide financial reporting and budget analysis support for departments across the University
Assist in the preparation and maintenance of the annual institutional budget
Operational & Team Support
Review and approve Accounts Payable check and direct deposit batches
Monitor Positive Pay exceptions through Banking system
Crosstrain and provide backup support for key accounting functions (invoicing, cash disbursements, U-Card processing, etc.)
Support financial process improvements and participate in system upgrades or implementations
Serve on committees, task forces, special projects
Perform other duties as assigned
Requirements
Minimum Qualifications
Bachelor's degree in Accounting, Finance, or a related field
Minimum of three years of progressive accounting experience
Demonstrated knowledge of GAAP and familiarity with nonprofit or higher education accounting principles
Strong proficiency in Microsoft Excel and aptitude for learning new financial systems
Excellent organizational, analytical, and problem-solving skills
Strong written and verbal communication skills, with attention to accuracy and detail
Ability to handle confidential information with integrity and discretion
All candidates must have a Christian perspective (preferably in the Wesleyan tradition) and must be comfortable with and in agreement with the mission and lifestyle values of NNU
Preferred Qualifications
CPA license (active or in progress).
Experience in fund accounting and/or ERP systems used in higher education.
Supervisory or project leadership experience
Compensation
Salary will be determined by the educational background and experience of each applicant. Full-time personnel will be offered access to a benefits package including health, vision, and dental insurance for employee and family, life and disability insurance, flexible spending plan, tuition benefits, annual leave, sick leave, opportunities for professional development, and a retirement program.
Northwest Nazarene University is an Equal Opportunity Employer. As an educational institution operating under the auspices of the Church of the Nazarene, Northwest Nazarene University is permitted, and reserves the right to prefer employees on the basis of religion (Title VII, Sections 702-703, United States Civil Rights Act of 1964, as amended).
Financial Advisor
Finance analyst job in Mountain Home, ID
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Senior Accountant
Finance analyst job in Eagle, ID
About the Opportunity
Pennant Services, Inc. seeks a talented and energetic Senior GL Accountant. This candidate will play a key role in our growing company, as it serves the needs of our rapidly expanding heath care services client base across the United States. Qualified candidates must have a degree in accounting or finance (CPA preferred). The General Ledger Accountant will have a variety of routine and non-routine accounting functions with significant responsibility for the month-end close process and balance sheet review and analysis for numerous locations.
Duties and Responsibilities
Responsible for the general ledger month-end close of 10-12 locations.
Review and follow-up of monthly financial results with field locations and Controller.
Prepare general ledger entries as needed to ensure completeness and accuracy of the financial results for month-end close. Generate and review operating statements, compare actual results to historical trends and investigate and explain variances; analyze key accounts.
Review vendor invoices for accuracy, appropriate coding and accrue when necessary.
Ensure deadlines for month-end close and financial reporting requirements are met and all accounting and reporting activities are performed in accordance with GAAP.
Prepare monthly balance sheet reconciliation of selected asset and liability accounts for accuracy.
Responsible for compiling all supporting documentation for balances in these accounts.
Maintain and monitor applicable SOX controls including contact with centers to ensure completeness.
Provide support to internal and external auditors as .
The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.
Qualifications
Minimum Requirements
2-5+ years of relevant experience in an accounting function is
Bachelor's degree in accounting or finance
Strong analytical and technical accounting skills are necessary for success in this role.
Strong Excel skills preferred.
Sage Intacct experience preferred.
Must be a strong team player and leader, highly motivated and able to work under pressure during peak periods
Able to work some off-hours necessary to complete the close process.
Additional Information
We are committed to providing a competitive Total Rewards Package that meets our employees' needs.
From a choice of medical, dental and vision plans to retirement savings opportunities through a 401(k), company match and various other features, we offer a comprehensive benefits package. We believe in great work, and we celebrate our employees' efforts and accomplishments both locally and companywide, recognizing people daily through our Moments of Truth Program. In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees a wide range of free e-courses through our Learning Management System as well as training sessions and seminars.
Compensation: Based on experience. $70K - $85K
Type: Full Time
Location: Pennant Service Center Eagle, ID or Nashville, TN
Why Join Us
At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact.
What sets us apart:
Opportunity for stock ownership
Empowered, flat leadership model supported by centralized resources
A work-life balance that supports personal well-being
Full benefits package: medical, dental, vision, 401(k) with match
Generous PTO, holidays, and professional development
A culture built around our core values-CAPLICO:
Customer Second
Accountability
Passion for Learning
Love One Another
Intelligent Risk Taking
Celebrate
Ownership
About Pennant
Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed.
Learn more at: ********************
#Hybrid
Pennant Service Center
1675 E. Riverside Drive, Suite 150
Eagle, ID 83616
The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
Auto-ApplySr. Accountant
Finance analyst job in Kuna, ID
Our clients in the local area frequently seek experienced Senior Accountants to assist with key financial and operational responsibilities. We are consistently looking for talented Senior Accountants to fill various positions for our clients. As a Senior Accountant, you will play a crucial role in ensuring accurate financial reporting, compliance with regulatory standards, and providing valuable insights to drive business decisions.
Key Responsibilities
Oversee general ledger accounting, month-end closings, and account reconciliations.
Prepare and analyze financial statements, ensuring accuracy and adherence to GAAP.
Manage fixed asset accounting, depreciation schedules, and journal entries.
Assist in budgeting, forecasting, and variance analysis.
Collaborate cross-functionally to support audits and provide actionable financial insights.
Requirements
Qualifications
Bachelor's degree in Accounting, Finance, or a related field.
CPA or CMA designation preferred.
Strong knowledge of GAAP and regulatory compliance.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Associate Analyst, Clinical Informatics (Bilingual in Spanish Required) - Monday - Friday 7AM - 4PM PST (REMOTE)
Finance analyst job in Caldwell, ID
Provides entry level analyst support for clinical information systems activities. Responsible for provision of application technical support and design for clinical information systems - ensuring creation of workflows and enhancements that support process improvement and change management initiatives. Contributes to overarching strategy to provide quality and cost-effective member care.
Essential Job Duties
- Assists in the development and support of clinical, practice management and operational workflows.
- Assists in the design of workflow analysis, device integration, planning and implementation of clinical systems.
- Participates in the system implementation life cycle including: planning, implementation, training, and post-implementation support.
- Assists in issue resolution related to the clinical information system.
Required Qualifications
- At least 1 year of system implementation experience, or equivalent combination of relevant education and experience.
- Knowledge of systems design methods and techniques.
- Knowledge base in health care informatics.
- Ability to work independently, within a team and collaboratively across teams.
- Analysis, synthesis and problem-solving skills.
- Attention to detail and accuracy.
- Multi-tasking, planning, and workload prioritization skills.
- Verbal and written communication skills.
- Microsoft Office suite/applicable software program(s) proficiency.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
Pay Range: $21.16 - $42.2 / HOURLY
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Financial Advisor
Finance analyst job in Eagle, ID
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.
Here's what you can expect from the job and what you need to be successful:
Job duties:
Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center
Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures
Essential skills:
Minimum Education: High School Diploma, with CFP designation preferred
Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
Experience working in a bank or credit union environment preferred
Exceptional interpersonal skills to engage with internal and external business partners
Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to assess individual client needs and foster strong relationships
Proficiency with basic to complex mathematical calculations
Working knowledge of Microsoft Office Suite and financial planning software
Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
Clean U-4
Location: Boise Experience Center - Eagle, ID 83616
Target Compensation in Idaho: $36,000 Base + Monthly Incentive Pay (based on current production)
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FT123 #LI-MG
Registered Address: 47 E Riverside Dr. Eagle, ID 83616
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Auto-ApplyFinancial Advisor
Finance analyst job in Meridian, ID
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.
The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.
Essential Functions
* Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
* Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
* Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
* Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
* Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
* Perform compliance and risk management duties as required or assigned.
* Other duties as assigned.
* Regular, reliable attendance is required.
Requirements
* Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
* Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
* Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
* Series 65/66 license preferred.
* The Certified Financial Planner (CFP) designation or other professional designations are desirable.
* Good interpersonal and communication skills.
* Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.
Compensation:
Base salary of $52,000 plus a percentage of gross commissions depending on incentive plan factors.
The compensation represents the base compensation for this position located in Meridian, ID. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID
Finance analyst job in Caldwell, ID
JobID: 210652284 JobSchedule: Full time JobShift: : 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.
Auto-ApplyAssistant Controller / Senior Accountant
Finance analyst job in Nampa, ID
The Assistant Controller / Senior Accountant supports the Controller in managing the University's accounting operations, ensuring accurate financial reporting and compliance with generally accepted accounting principles (GAAP) applicable to higher education. This position plays a key role in maintaining the integrity of financial data and supporting effective decision-making across campus. The role works collaboratively with departments such as Student Accounts, Financial Aid, Payroll, and Human Resources, and provides leadership and support for accounting processes, audits, and reporting. As an integral member of the finance team, the Assistant Controller / Senior Accountant helps strengthen the University's financial stewardship in alignment with its mission and values.
This is an onsite, full-time (1.0) exempt, 12-month position that reports directly to the Controller.
Essential Functions
Financial Reporting & Analysis
* Prepare and review monthly journal entries, account reconciliations, and general ledger analyses
* Support monthly soft close and annual year-end close processes
* Assist in the preparation of annual financial statements and supporting schedules for the external audit
* Coordinate the annual IRS Form 990 preparation and filing
* Assist with development and implementation of accounting policies and internal controls to ensure accuracy and compliance
Accounts Receivable & Tax Compliance
* Oversee non-student accounts receivable, including invoicing, collections, and reconciliations
* Assist in the preparation and filing of monthly state tax reports and remittances (Sales/Use Tax, Travel & Convention Tax, etc.)
* Review and maintain vendor tax identification information; prepare and submit annual Form 1099s
Budgeting & Departmental Support
* Provide financial reporting and budget analysis support for departments across the University
* Assist in the preparation and maintenance of the annual institutional budget
Operational & Team Support
* Review and approve Accounts Payable check and direct deposit batches
* Monitor Positive Pay exceptions through Banking system
* Crosstrain and provide backup support for key accounting functions (invoicing, cash disbursements, U-Card processing, etc.)
* Support financial process improvements and participate in system upgrades or implementations
* Serve on committees, task forces, special projects
* Perform other duties as assigned
Requirements
Minimum Qualifications
* Bachelor's degree in Accounting, Finance, or a related field
* Minimum of three years of progressive accounting experience
* Demonstrated knowledge of GAAP and familiarity with nonprofit or higher education accounting principles
* Strong proficiency in Microsoft Excel and aptitude for learning new financial systems
* Excellent organizational, analytical, and problem-solving skills
* Strong written and verbal communication skills, with attention to accuracy and detail
* Ability to handle confidential information with integrity and discretion
* All candidates must have a Christian perspective (preferably in the Wesleyan tradition) and must be comfortable with and in agreement with the mission and lifestyle values of NNU
Preferred Qualifications
* CPA license (active or in progress).
* Experience in fund accounting and/or ERP systems used in higher education.
* Supervisory or project leadership experience
Compensation
Salary will be determined by the educational background and experience of each applicant. Full-time personnel will be offered access to a benefits package including health, vision, and dental insurance for employee and family, life and disability insurance, flexible spending plan, tuition benefits, annual leave, sick leave, opportunities for professional development, and a retirement program.
Northwest Nazarene University is an Equal Opportunity Employer. As an educational institution operating under the auspices of the Church of the Nazarene, Northwest Nazarene University is permitted, and reserves the right to prefer employees on the basis of religion (Title VII, Sections 702-703, United States Civil Rights Act of 1964, as amended).
Associate Analyst, Clinical Informatics (Bilingual in Spanish Required) - Monday - Friday 7AM - 4PM PST (REMOTE)
Finance analyst job in Nampa, ID
Provides entry level analyst support for clinical information systems activities. Responsible for provision of application technical support and design for clinical information systems - ensuring creation of workflows and enhancements that support process improvement and change management initiatives. Contributes to overarching strategy to provide quality and cost-effective member care.
Essential Job Duties
- Assists in the development and support of clinical, practice management and operational workflows.
- Assists in the design of workflow analysis, device integration, planning and implementation of clinical systems.
- Participates in the system implementation life cycle including: planning, implementation, training, and post-implementation support.
- Assists in issue resolution related to the clinical information system.
Required Qualifications
- At least 1 year of system implementation experience, or equivalent combination of relevant education and experience.
- Knowledge of systems design methods and techniques.
- Knowledge base in health care informatics.
- Ability to work independently, within a team and collaboratively across teams.
- Analysis, synthesis and problem-solving skills.
- Attention to detail and accuracy.
- Multi-tasking, planning, and workload prioritization skills.
- Verbal and written communication skills.
- Microsoft Office suite/applicable software program(s) proficiency.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
Pay Range: $21.16 - $42.2 / HOURLY
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.