Senior Financial Analyst
Finance analyst job in Kennewick, WA
Homeland has partnered with a leading community-focused healthcare system in the Pacific Northwest to hire a Senior Financial Analyst. This is an exciting opportunity to join a mission-driven organization where the Senior Financial Analyst plays a critical role in shaping financial operations and driving organizational success.
As a Senior Financial Analyst, you will be a key member of the finance and accounting team, reporting directly to the Director of Finance. You'll deliver high-quality reporting, analysis, forecasting, budgeting, and financial modeling while collaborating with executive leadership and department managers to provide actionable insights that guide both operational decisions and long-term strategy.
Responsibilities
Partnered with department managers and administrative staff to prepare and analyze financial reports, resolve budget variances, and provide insights
Supported the development and monitoring of productivity standards and reporting
Built, maintained, and enhanced financial models for projections, forecasting, and business planning
Analyzed complex datasets, identified trends, and summarized findings into clear, actionable insights for management
Conducted project cost analysis and evaluated financial metrics (ROI, valuations, cost comparisons, etc) to support investment decisions
Contributed to monthly forecasting and annual budgeting processes
Assisted with month-end close variance reviews and financial/operational metric reporting
Prepared executive-level presentations highlighting financial and operational results
Provided ad hoc financial and operational analysis as needed
Requirements
3+ years of professional experience in financial reporting, accounting, or business analysis within the hospital or healthcare field
Strong knowledge of financial reporting, variance analysis, and hospital accounting processes
Experience with joint venture accounting is a plus
Bachelor's degree in Finance, Accounting, Economics, or a related field required
Master's degree in Business Administration or Healthcare Administration preferred
Experience with Paragon, Oracle, ERP, Axiom, Athena and Laborlytics is highly desirable but not required; familiarity with Meditech and HOST/QMIRs (QMirrors) is a plus
Advanced analytical, financial modeling, and reporting skills required
Benefits
This Senior Financial Analyst role offers competitive annual pay up to $115,000 and a comprehensive benefits package, including medical, dental, and vision coverage, paid time off, 401(k) matching, tuition reimbursement, and income protection programs. Team members also have access to professional development and career growth opportunities, including a pathway to the Director of Finance role.
Summary
If you're ready to make an impact, grow your career, and be part of a mission-driven team, we want to hear from you!
EEO Notice
Homeland LLC is an Equal Opportunity Employer. Homeland LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Homeland LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Business and Financial Analysis Support
Finance analyst job in Richland, WA
Booth Management Consulting, LLC (BMC) is a diverse CPA firm that provides accounting, auditing, and management consulting services to public and private clients across the nation. Our employee-friendly company environment emphasizes quality of life, initiative, creativity, strong work ethics, and loyalty. We seek qualified, motivated, and progressive individuals to join our team as Business and Financial Analysis Support.
Position Summary
Provide support to the Assistant Manager for Business and Financial Operations (AMB) and assist in completing ad-hoc analyses and assessments of financial data for the Business and Industrial Relations Division (BIR), Budget Division (BUD), and Finance Division (FIN).
Key Responsibilities
Coordinate with the BIR, BUD, and FIN supervisors and other contractors to ensure timely resolution of assessment results.
Assist in completing Headquarters (HQ) deliverables for BIR, BUD, and FIN.
Assist in reviewing and evaluating contract provisions and changes to contract clauses that impact BIR, such as those related to the Davis-Bacon Act, workers' compensation, and pension, savings, and welfare benefit plans.
Complete pre- and post-payment invoice reviews in accordance with Department of Energy (DOE) procedures.
Assist with the Hanford Field Office (HFO) internal control testing as required by Office of Management and Budget (OMB) Circular A-123.
Assist in the evaluation of contractor benefit programs periodically to assess program costs and assure costs are reasonable and allowable. Ensure that any program changes are in the Contract Requirements Document.
Assist in preparing analyses to help with negotiation of contract provisions affecting contractor pension, savings, and welfare benefit plans and programs.
Assist with financial analysis, forecasting, and reporting to monitor budget performance, identify variances, and recommend corrective actions to ensure fiscal responsibility and program objectives are met.
Assist in developing and maintaining financial models and tools to support resource allocation, track expenditures, and enable strategic financial planning for various federal programs and initiatives.
Assist with the preparation of independent financial and budget analysis, financial statements, accounting property and inventory, accounting entries, and financial-related assessments, including planning, scheduling, and coordination of reviews.
Present draft independent reviews, assessment plans, and audit results to AMB to ensure review plans and activities meet established milestones.
Experience & Qualifications
Bachelor's degree in Business Management, Finance, or a related field of study. Six (6) years of experience may be substituted for a BS/BA degree.
Business experience in applying analysis techniques, performing various types of reviews, developing process improvements, and using automation tools.
Three (3) to five (5) years of relevant experience in financial planning and analysis, pension plans, budget techniques, accounting, or auditing.
Knowledge of Federal Acquisition Regulations (FAR) and the DOE FAR Supplement (DEAR).
Knowledge of Federal Government and DOE accounting policies and procedures.
Proficiency with MS Office tools.
BMC is an equal employment opportunity (EEO)/affirmative action (AA) employer that is committed to providing a workplace that is free from discrimination based on race, color, ethnicity, religion, sex, national origin, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, pregnancy, genetic information or any other status protected by applicable federal, state, local or international law. These protections also extend to applicants.
Program Planning/Scheduling Analyst
Finance analyst job in Richland, WA
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Solutions for Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations.
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value.
ProSidian clients represent a broad spectrum of industries including but are not limited to Energy, Nuclear, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, and Federal/State Government Agencies. Learn More About ProSidian Consulting at *****************
Job Description
ProSidian Seeks a Program Planning/Scheduling Analyst - GSSC [Full-Time [W-2] Program Manager] located: The Hanford Eastern Washington (Tri-Cities - Kennewick | Pasco | Richland) Area to Provide services and support as a Program Planning/Scheduling Analyst (PR0160) at The Hanford Eastern Washington (Tri-Cities - Kennewick | Pasco | Richland) Area.
JOB OVERVIEW
Provide services as a Program Planning and Scheduling Analyst and support work initiatives to prepare, develop, coordinate, and provide support for integrated master plans and integrated master schedules. Work to ensure projects are horizontally and vertically integrated across functional groups including finance, engineering, material, environmental, manufacturing and quality. A scheduling analyst typically develops and maintains scheduling information. They often work closely with the scheduling administrator to ensure data is accurate and useful. Job duties typically include measuring performance, monitoring the effectiveness, maintaining changes, and producing reports based on their analysis.
RESPONSIBILITIES AND DUTIES
Program Planning/Scheduling Analyst's Job Duties and Responsibilities typically include:
• Prepares, develops and coordinates the integrated master plan and integrated master schedule.
• Ensures projects are horizontally and vertically integrated across functional groups including finance, engineering, material, manufacturing and quality.
• Supports the organization by managing and coordinating program schedules that support meeting our customer's goals and expectations.
• Responsible for supporting their respective programs by closely working with the Program Manager(s), Material Program Manager(s) and other key program personnel on schedule requirements.
• Understands overall requirements of the proposal, design, procurement, manufacturing and testing as they apply to specific programs and generate schedules capable of tracking all these activities.
• Responsible for analyzing schedules at least weekly to ensure program requirements are being met.
• Monitors the schedules and reports status to the Program Manager and appropriate IPT leads.
• Helps to prioritize and expedite tasks as necessary to ensure the schedule requirements are fulfilled.
• Schedules must be accurate and maintained from program inception through contract closeout.
• Identifies and resolves critical path and network logic conflicts.
• Utilizes Gantt, PERT, milestone charts, earned value management (EVMS) and other project management techniques to gauge progress and identify performance variances to focus on critical areas.
• Coordinate with the Program Manager on financial reports, quarterly EAC's and all EVMS requirements.
Qualifications
Desired Qualifications for A GSSC Program Planning/Scheduling Analyst (PR0160) | Full-Time [W-2] Candidates:
The Program Planning/Scheduling Analyst - GSSC shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/PowerPoint) and related tools and technology required for the position.
Skills / Abilities / Education / Experience Requirements / Qualifications
Qualification Requirements:
• MBA preferred
• 7 years of work experience. Would consider a BA or BS degree with 3 years of work experience, MS with 1 years of experience.
• 2-4 years of scheduling experience.
• Excellent math and communication skills.
• Must be proficient in Microsoft Office (Excel, Word, and PowerPoint).
• Minor domestic travel required. Oversea travel opportunities may exist.
• Must be a US Citizen
Competencies Required
U.S. Citizenship Required - You must be a United States Citizen
Excellent oral and written communication skills (This employer participates in the e-Verify program)
Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
All ProSidian staff must be determined eligible for a “Facility Access Authorization” (also referred to as an “Employment Authorization”) by the USG's designated Security Office.
Other Requirements and Conditions of Employment Apply
May be required to complete a Financial Disclosure Statement
Must be able to submit to and qualify for varying levels of background investigative requirements, up to a Top Secret or DOE "Q" clearance.
Ancillary Details of the Role
TRAVEL: Occasional travel may be required to attend meetings, events, site visits, or other training requirements. Travel is coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations. LOCATION: Work shall be conducted at or in proximity to The Hanford Eastern Washington (Tri-Cities - Kennewick | Pasco | Richland) Area
#TechnicalCrossCuttingJobs #EnergyTechnology #Jugaad #Hanford #EnvironmentalManagement #NukeWorker
Additional Information
CORE COMPETENCIES
Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership - ability to guide and lead colleagues on projects and initiatives
Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication - ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation - persistent in pursuit of quality and optimal client and company solutions
Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization - ability to manage projects and activity, and prioritize tasks
------------ ------------ ------------
OTHER REQUIREMENTS
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public, and social sectors
Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility - exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference
Willingness - to constantly learn, share, and grow and to view the world as their classroom
Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital
Financial Advisor - Kennewick, WA
Finance analyst job in Kennewick, WA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Financial Advisor - Spokane Teacher Credit Union
Finance analyst job in Kennewick, WA
Credit Union
Financial Advisor - Spokane Teacher Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in Kennewick, WA would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Spokane Teacher Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union's exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union's member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Spokane Teacher Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spokane Teacher Credit Union.
Tracking # 1-05026674
Pay Range:$60,000 - $90,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Auto-ApplyFinancial Advisor - Hermiston/Pendleton, OR
Finance analyst job in Kennewick, WA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
Auto-ApplyFinancial Advisor - Hermiston/Pendleton, OR
Finance analyst job in Kennewick, WA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyFinancial Aid Advisor - Full Time
Finance analyst job in Pasco, WA
Job Code PAS-FAA # of openings 1 Apply Now The Financial Aid Advisor (FAA) is a member of the Student Finance team that closely partners with the Admissions team. The primary focus of this position is to explain all funding sources available to a student and ensure all necessary documentation is complete and submitted to the Student Finance department for each enrolled student. The Financial Aid Advisor conducts effective appointments that provide clear and concise information to students and their families. This position reports directly to the Financial Aid Manager (FAM).
The Financial Aid Advisor does not make financial aid awards or approve tuition funding plans. The Financial Aid Advisor submits documents to the Financial Aid Coordinator who has final decision-making authority in the approval of any financial plan and all funding, regardless of source. All financial aid is packaged and disbursed by the Student Finance Department under the supervision of the Senior Director of Student Finance & Student Records.
DUTIES AND RESPONSIBILITIES
* Meet with students through video, face-to-face, or by phone to explain all available funding programs and requirements and present funding eligibility for Federal Title IV funds and alternative resources
* Screen students for various funding types, assisting the student with securing all available resources
* Collect all required documentation to complete initial financial aid process with student and assist in securing adequate funding sources to cover all educational expenses
* Provide entrance counseling to students to encourage responsible debt management and ensure regulatory compliance
* Review Charter College Credit with student, ensuring student is knowledgeable about payments
* Adhere to regulations as set forth by governing agencies and institutional policies
* Collect and process necessary paperwork required for the Student Finance Department to approve the plan and package students
* Meet or exceed established deadlines for submission of all collected paperwork to the Student Finance Department
* Ensures timely addition of all activities in CampusNexus, including updating notes as needed for each student
* Guide students to the appropriate department when issues such as dropping courses or withdrawing from the College arise
* Assist with VA certification and audits when required
* Document all activities in CampusNexus in a timely manner
* Provide outstanding customer service to students, ensuring the student is comfortable with their financial aid plan
* Provide outstanding customer service to other team members and departments
* Other duties as assigned
JOB QUALIFICATIONS AND SKILLS
* All Federal Student Loans must not be in default in order to gain access to the National Student Loan Data System (NSLDS)
* Continued employment is contingent on Federal Student Loans being in good standing while employed
* Associates degree preferred
* Customer service experience required
* Strong interpersonal, communication, and computer skills preferred
* Detail oriented and well-organized
* Positive attitude
* Ability to work in a fast-paced environment
* Working knowledge of sales center techniques, technologies, tools, and resources
* Proficient computer skills in Word, Excel, database software, and use of Internet
* Required to be a punctual, responsible, ethical team player, capable of working independently
* Varied shifts Monday - Thursday 8:00AM-8:00PM, Friday 8:00AM-5:00PM and/or Saturday 8:00 AM - 5:00 PM as needed to support Admissions
* Occasional overnight travel may be required
COMPENSATION
* Hourly Non-Exempt position
* Hourly Hiring Wage: $21.00-$23.00/hr.
* Compensation dependent on experience, knowledge and education level
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Employee discount
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Professional development assistance
* Referral program
* Retirement plan
* Tuition reimbursement
* Vision insurance
Application Question(s):
* This position requires that you do not have any Federal Student Loans in default. Please confirm you do not.
Experience:
* Customer service: 2 years (Required)
* Microsoft Office: 2 years (Required)
* College Financial Aid Advisor: 1 year (Required)
Ability to Relocate:
* Pasco, WA 99301: Relocate before starting work (Required)
Work Location: In person
We are committed to Diversity. Charter College is an Equal Opportunity Employer.
About Charter College:
Charter College is a private, independent institution of higher education that emphasizes a new direction for continuing education. Charter College is not a liberal arts college, university, or a vocational school. Instead, Charter College takes the best elements from each of these respected educational institutions to create a unique and innovative experience that meets our students' needs. We offer career training programs in the growing fields of healthcare, business, legal, criminal justice, information technology and select trade careers. We strive to provide our students with a career-focused education that is both relevant in today's workspace and cutting-edge in technology and focus. ***********************************
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Furnace Controls Operator
Finance analyst job in Richland, WA
Proven to Perform. From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us.
ATI Richland Operations is seeking a Furnace Controls Operator to join our Richland, Washington facility. Our Richland Operation specializes in melting Titanium and Titanium Alloys to produce ingots for use in multiple applications in the Aerospace and Medical Markets. Our furnace Controls Operators are key players in the manufacturing process with their role as primary melters of ingots for both internal and external customers. Furnace Controls Operators will also be responsible for monitoring gauges to ensure the melt rate is on target and identifying any discrepancies that could cause deformities in the alloy. This position works a rotating shift consisting of 12.25 hours (overtime paid after 8 hours of each shift). Shifts rotate weekly from days to nights and hours are 5:45 am - 6:00 pm and/or 5:45 pm - 6:00 am.
In order to become successful, you'll have to quickly learn ATI, our manufacturing equipment, processes and products, and be able to maintain a high attention to detail, follow directions with exactness, and have exceptional problem-solving skills. An effective Furnace Controls Operator will have experience operating a forklift and other IME and be comfortable using basic hand tools and getting their hands dirty on the floor.
As a Furnace Operator You will spend 75% of your time in the control room monitoring vacuum levels and temperature gauges and 25% of your time on the floor cleaning crucibles and prepping molds for next melt campaign. You will also perform a variety of duties prepping for a melt, including loading material into the furnace and pulling heat samples of a finished melt to quality for sampling. You will need to pay close attention to detail and have troubleshooting skills.
Primary Responsibilities
Employees in this position are responsible for preparing and operating an electron beam furnace.
Operate electron beam guns to cast and melt titanium blends
Must be able to closely monitor the melt process on computer monitors and manipulate hand controls for up to 12.25 hours on their shift
Operate industrial machinery and equipment (including overhead cranes and fork lifts)
Use instrumentation and controls
Must be detail oriented and stay organized
Use hand tools
Must work safely and adhere to a zero injury safety culture
Must assist with the furnace turnaround duties, such as cleaning crucibles and prepping for the next melt
Furnace Controls Operator
Finance analyst job in Richland, WA
Proven to Perform. From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us.
ATI Richland Operations is seeking a Furnace Controls Operator to join our Richland, Washington facility. Our Richland Operation specializes in melting Titanium and Titanium Alloys to produce ingots for use in multiple applications in the Aerospace and Medical Markets. Our furnace Controls Operators are key players in the manufacturing process with their role as primary melters of ingots for both internal and external customers. Furnace Controls Operators will also be responsible for monitoring gauges to ensure the melt rate is on target and identifying any discrepancies that could cause deformities in the alloy. This position works a rotating shift consisting of 12.25 hours (overtime paid after 8 hours of each shift). Shifts rotate weekly from days to nights and hours are 5:45 am - 6:00 pm and/or 5:45 pm - 6:00 am.
In order to become successful, you'll have to quickly learn ATI, our manufacturing equipment, processes and products, and be able to maintain a high attention to detail, follow directions with exactness, and have exceptional problem-solving skills. An effective Furnace Controls Operator will have experience operating a forklift and other IME and be comfortable using basic hand tools and getting their hands dirty on the floor.
As a Furnace Operator You will spend 75% of your time in the control room monitoring vacuum levels and temperature gauges and 25% of your time on the floor cleaning crucibles and prepping molds for next melt campaign. You will also perform a variety of duties prepping for a melt, including loading material into the furnace and pulling heat samples of a finished melt to quality for sampling. You will need to pay close attention to detail and have troubleshooting skills.
Primary Responsibilities
Employees in this position are responsible for preparing and operating an electron beam furnace.
Operate electron beam guns to cast and melt titanium blends
Must be able to closely monitor the melt process on computer monitors and manipulate hand controls for up to 12.25 hours on their shift
Operate industrial machinery and equipment (including overhead cranes and fork lifts)
Use instrumentation and controls
Must be detail oriented and stay organized
Use hand tools
Must work safely and adhere to a zero injury safety culture
Must assist with the furnace turnaround duties, such as cleaning crucibles and prepping for the next melt
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Finance analyst job in Kennewick, WA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Spokane, WA (area)
Finance analyst job in Richland, WA
JobID: 210652290 JobSchedule: Full time JobShift: Base Pay/Salary: Spokane,WA $78,000.00-$78,000.00; Richland,WA $78,000.00-$78,000.00; Kennewick,WA $78,000.00-$78,000.00; Yakima,WA $78,000.00-$78,000.00; East Wenatchee,WA $78,000.00-$78,000.00
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-ApplyAccounting Analyst I
Finance analyst job in Richland, WA
This Accounting Analyst II position will provide financial guidance and analytical support within the Finance Department. Responsibilities will include system administration and development (e.g., online journal entries, general ledger, property systems); planning and analysis of complex financial matters such as fuel transactions, taxes, debt issuances/refinancing, and other special projects; budgeting and monitoring of cash and costs related to employee benefits, debt service, depreciation, and overhead allocations; maintaining project ledgers; and preparing a variety of monthly and annual financial reports, surveys, financial statements, and tax certifications. The analyst will be expected to demonstrate familiarity with annual financial closing procedures and financial/compliance audit processes.
Benefits:
Sick Leave: One hour of paid sick leave for every 40 hours worked (sick leave can be used after 90 days of employment)
EAP: Employee Assistance Program
Benefit options: Medical, HSA, Group Life/AD&D, Voluntary Life/AD&D, Voluntary Short-Term Disability, Voluntary Long-Term Disability, Voluntary Critical Illness, Voluntary Accident, 401k (eligible after one year and 1,000 hours worked employer match up to 4%)
Other benefits include the following: Calm App, Access Perks
Responsibilities:
Provide specialized technical accounting support for the development, implementation, enhancement, and maintenance of financial systems (online journal entry, general ledger, etc.) and the databases that support the functions (budget, cost accounting, inventory, asset management, travel, payroll, etc.). An analyst will need to apply knowledge of accounting principles gained by education and experience. Will need to understand Governmental Accounting Standards Board (GASB) pronouncements and apply them.
Prepare monthly reports, monthly and annual financial statements, special financial reports, tax certifications, surveys, etc., in accordance with generally accepted accounting principles and all state and federal laws. From computer-generated reports, develop an analysis that explains accounting trends and variances from budgets. Relate accounting knowledge to report design and discussion of required disclosures.
Provide research and analysis for special financial issues, including refunds, tax issues, nuclear fuel transactions, workers' compensation, etc., inventory and property management, and assist in the development of financial strategies.
Maintain ledgers for all facilities in accordance with FERC and generally accepted accounting procedures, including the preparation of account reconciliations and journal entries.
Assist in the preparation of financial policies and procedures for the Finance manual.
Interface with internal managers/supervisors and external agencies
Requirements:
A bachelor's degree in accounting or a related field with an emphasis in accounting from an accredited college or university, along with 6 years of relevant experience, is required
Or an AA degree plus 8 years' experience in accounting, auditing, and/or finance is required
Or a high school diploma or equivalent, and 12 years' experience is required
Progressively responsible experience with monthly and financial closing processes and related compliance and financial audit processes
CPA, CMA certification desired
Knowledge of financial and accounting concepts, including generally accepted accounting principles and state and federal tax laws
Demonstrate extensive personal computer skills
Communicate well both orally and in writing, determining the most appropriate method
Work with all levels of individuals within the organization
Demonstrate analytical skills where multiple probable solutions can be brought to the team or management for decision-making
The ability to recognize and assess a challenge and raise it to the appropriate level
Familiarity with ERP systems and nuclear accounting issues
Knowledge of Passport and/or PeopleSoft
Ability to maximize performance through leadership
Work sponsorship is not available at this time. Third-party candidates will not be considered for this position.
Accounting Analyst II
Finance analyst job in Richland, WA
KBH Industrial | Richland, Washington | Contract
About Us
KBH Solutions (also known as KBH Industrial) is your most reliable source for project management, project controls and project oversight with associated support services. KBH can and will support all phases of your project.
Job Summary
We are seeking an Accounting Analyst II to join our Finance Department. In this role, you will provide financial guidance, analytical support, and maintain project ledgers. Responsibilities include system administration, planning and analysis of complex financial issues, cash and cost budgeting, preparation of financial statements, reports, and tax certifications, and support for audits and compliance activities.
This role supports monthly and annual financial close processes, ensures compliance with accounting standards and laws, and assists in the development of financial strategies and policies.
Key Responsibilities
Provide specialized accounting support for financial systems, including general ledger, online journal entry, and related databases.
Prepare monthly and annual financial statements, reports, surveys, and tax certifications.
Analyze accounting trends and variances from budgets; provide insights and recommendations.
Maintain ledgers for all facilities in accordance with FERC and GAAP.
Assist in the preparation and implementation of financial policies and procedures.
Support research and analysis of special financial issues such as nuclear fuel transactions, taxes, debt, and inventory/property management.
Interface with internal managers and external agencies regarding financial matters.
Support monthly and annual financial closing processes and related audits.
Required Education and Experience
Candidates must meet one of the following criteria:
Bachelors degree in Accounting or related field with 6+ years experience
Associates degree with 8+ years experience
High school diploma with 12+ years of progressive accounting experience
CPA or CMA certification desirable
Qualifications and Skills
Knowledge of GAAP, state/federal tax laws, and nuclear accounting practices
Strong analytical, organizational, and communication skills
Familiarity with ERP systems (Passport or PeopleSoft a plus)
Ability to work effectively with individuals at all levels of the organization
Financial Solutions Advisor - Columbia Basin South
Finance analyst job in Kennewick, WA
Kennewick, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Spokane, Washington; Renton, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************************
**:**
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Work Schedule**
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
- **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- 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 Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least 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).
- Obtained your insurance licenses.
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Advisor
Finance analyst job in Walla Walla, WA
This job posting is anticipated to remain open for 30 days, from 29-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-USFATA
Finance Manager
Finance analyst job in Walla Walla, WA
Job Description
YWCA Walla Walla is dedicated to eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all. Since 1917, we've enriched the lives of women and their families through programs that include domestic violence and sexual assault services, licensed childcare, and personal enrichment initiatives. We are seeking a detail-oriented and collaborative finance professional to support our mission through strong financial operations and administrative stewardship.
Position Summary
The Finance Manager is responsible for managing day-to-day financial operations, including accounting systems, grant compliance, payroll oversight, and financial reporting. This role supervises the Accounts Payable Specialist and works closely with the Senior Director of Finance and Operations to support budgeting, audits, and strategic financial planning. The ideal candidate brings nonprofit accounting expertise, strong organizational skills, and a commitment to mission-driven financial stewardship.
This is an on-site position based in Walla Walla, Washington.
To be considered, please submit both a resume and a cover letter detailing your interest and relevant qualifications. Applications submitted without a cover letter may not be reviewed.
Key Responsibilities
Essential Functions
Maintain internal fiscal controls and ensure compliance with GAAP and nonprofit accounting standards
Track restricted and unrestricted funds; ensure proper allocation and reporting
Maintain general ledger reconciliation, including bank and investment accounts
Prepare accurate financial reports for leadership, board, funders, budgeting, grant compliance and annual audits
Prepare recommendations and lead implementation efforts as resolution to any outstanding financial audit findings
Develop and participate in implementation of financial policies and procedures
Manage payroll processing and ensure accurate PTO, benefits, and tax filings
Manage Accounts Receivable, including coding, entries and receivable schedules
Supervise Accounts Payable duties; review coding, entries, and payment schedules
Ensure proper documentation and internal controls for all disbursements
Monitor budget-to-actual performance and provide variance analysis
Complete timely filing of 990 and other regulatory reports
Secondary Functions
Help monitor grant budgets and compliance with funder requirements
Support monthly and year-end close processes in preparation for financial statements
Collaborate with program staff to align financial tracking with program goals
Support as needed grant proposal budgets and reporting documentation and monthly reimbursements
Assist with financial forecasting and scenario planning
Maintain confidentiality
Regular, Full-time, Non-exempt
$30.00 to $38.00 hourly, commensurate with experience and qualifications
Requirements
Bachelor's degree in Accounting, Finance, or related field required; CPA or equivalent preferred
5+ years of nonprofit accounting experience, including fund accounting and grant compliance
Proficiency in accounting software (MIP preferred) and Microsoft Excel
Experience supervising staff and managing cross-functional financial processes
Computer proficiency and data entry skills; comfortable working in Google Workplace, MS Office 365 and common programs such as Word, Excel, Zoom, Chrome, etc.
Proven ability to build respectful working relationships with co-workers
Excellent planning, organizational and problem-solving skills
Effective written and verbal communication skills
Possess a high level of professionalism and interpersonal communications skills
Ability to manage sensitive information with discretion and confidentiality
Ability to adapt and flex with changes in demands
Benefits
A mission-driven work environment that values collaboration, integrity, and impact.
Opportunities for professional growth and cross-functional learning.
YWCA Walla Walla has a generous benefits package that includes medical, dental, and vision; YWCA Retirement Fund; accrued sick and vacation leave; 2 personal days, and 11 paid holidays.
Supportive team culture and leadership.
Financial Advisor - Kennewick, WA
Finance analyst job in Kennewick, WA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyFinancial Solutions Advisor - Columbia Basin South
Finance analyst job in Kennewick, WA
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* 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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* 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 Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least 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).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Advisor - Spokane Teacher Credit Union
Finance analyst job in Walla Walla, WA
Credit Union
Financial Advisor - Spokane Teacher Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in Walla Walla,WA would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Spokane Teacher Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions. This position will offer:
The ability to build a strong client base with the credit union's exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union's member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Spokane Teacher Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spokane Teacher Credit Union.
Tracking # 1-05026674
Pay Range:$60,000 - $75,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
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