Finance consultant jobs in Kirkland, WA - 550 jobs

Why Pear Suite? Pear Suite is a mission-driven healthcare technology company transforming how community-based care is delivered. Our platform empowers community health workers, doulas, and other frontline providers with tools to coordinate care, track outcomes, and improve health equity. We partner with organizations serving Medicaid and Medicare populations, delivering social and preventive care at scale. About the role We're seeking a Head of Finance to build and lead our finance function. This is both a strategic and hands-on role: you'll guide financial planning, reporting, and decision-making while rolling up your sleeves to manage the day-to-day. You'll oversee one direct report and partner closely with our executive team to ensure strong financial health as we scale. What you'll do Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting. Partner with leadership to develop financial strategy, pricing models, and growth scenarios. Oversee monthly close, financial reporting, and compliance requirements. Manage cash flow, expenses, and vendor relationships. Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup. Provide data-driven insights and dashboards to inform business decisions. Mentor and manage one direct report, fostering professional development. Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product). Qualifications 7+ years of progressive finance/accounting experience, ideally with startup or SaaS exposure. Minimum 3 years of experience in healthcare or healthtech sectors. Demonstrated success in optimizing revenue cycle management (RCM) and driving financial performance (strongly preferred). Strong understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.). Proven success in FP&A, forecasting, and business partnering with leadership teams. Experience with capital and debt financing strategies to support company growth. Skilled in strategic Board of Director engagement, to include preparation and presentation of financial insights. Experience managing small teams and developing direct reports. Comfort balancing strategic thinking with hands-on execution. Excellent communication skills-you can make finance clear and actionable for non-finance leaders. CPA, CFA, or MBA is a plus. What we offer The compensation range for this position is $140,000-$180,000 A mission driven culture that values innovation, collaboration and growth #J-18808-Ljbffr

While candidates in the listed locations are encouraged for this role, we are open to remote candidates in other locations. Mission Databricks is looking for an outstanding Senior Manager, Finance to join our FP&A team in our mission to help data teams solve the world's toughest problems. In this role, you will have the opportunity to strategically assess consumption growth drivers and partner with our GTM team to drive impact. As a finance professional who has experienced hyper-growth, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. There will be new problems to solve, and you will approach them with a first-principles thinking approach to come up with a solution. The impact you will have Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process. Nurture deep, trusted partnerships with Sales, Finance, Commercialization, Data Science, Accounting, IT, Business Operations, and their respective technical teams. Find creative solutions to data challenges and communicate them effectively through easy-to-understand narratives and presentations. Build and maintain financial and operational models to help us understand real-time forecasts for key financial metrics. Propose and implement solutions to drive key financial metrics in partnership with the GTM team. Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements. What we look for Bachelor's Degree in Business, Finance, IT, or equivalent quantitative field. 8+ years or equivalent tenure from related positions in FP&A, corporate finance, accounting, or data analytics teams. Team Leadership: Demonstrated ability to lead high-performing teams, balancing depth and breadth in a fast-moving, dynamic environment. Financial Operator: Strong operational finance experience, partnering closely with cross-functional leaders and translating data into actionable, executive-level narratives. Business Partnership: Proven ability to drive strong cross-functional relationships (especially with GTM organizations) to achieve business outcomes. Financial Modeling: Be able to understand and update financial models that follow industry best practices. Can maintain complex spreadsheets. Expertise in Google Sheets is a plus. Data Analysis: Experience in understanding business questions and making data-driven insights. Excellent analytical skills. Communication: Ability to present financial data using detailed reports, charts, and narratives. Experience with GAAP and non-GAAP financial metrics. Pay Range Transparency Zone 1 Pay Range $197,200 - $276,025 USD Zone 2 Pay Range $177,500 - $248,450 USD About Databricks Databricks is the data and AI company. More than 10,000 organizations worldwide - including Comcast, Condé Nast, Grammarly, and over 50% of the Fortune 500 - rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI. Databricks is headquartered in San Francisco, with offices around the globe and was founded by the original creators of Lakehouse, Apache Spark™, Delta Lake and MLflow. To learn more, follow Databricks on Twitter, LinkedIn and Facebook. Benefits: At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees. For specific details on the benefits offered in your region, please visit ***************************************** Our Commitment to Diversity and Inclusion At Databricks, we are committed to fostering a diverse and inclusive culture where everyone can excel. We take great care to ensure that our hiring practices are inclusive and meet equal employment opportunity standards. Individuals looking for employment at Databricks are considered without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other protected characteristics. Compliance If access to export-controlled technology or source code is required for performance of job duties, it is within Employer's discretion whether to apply for a U.S. government license for such positions, and Employer may decline to proceed with an applicant on this basis alone. #J-18808-Ljbffr

About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”

Symetra has an exciting new opportunity to join us as an Investment Accounting and Reporting Advisor! About the role As an Investment Accounting and Reporting Advisor, you will serve as a key individual contributor on Symetra's Investment Accounting & Reporting team, providing technical accounting and reporting expertise across a broad range of investment assets. You will partner closely with the Director to support regulatory and reporting updates, advise on complex transactions and new investment structures, ensure compliance with US GAAP and NAIC Statutory standards, and provide guidance on asset valuations and capital/RBC considerations. This role requires a proactive, analytical professional with strong technical knowledge and a collaborative approach to working across the organization. What you will do Research and provide practical guidance on accounting treatments for diverse asset types, including traditional investments, mortgage loans, private equity, alternative assets, derivatives, and new products or entity structures Advise leadership on accounting implications of new investments and emerging guidance. Deliver transaction advisory support on the implementation of new accounting standards in collaboration with the Investment Accounting Policy Specialist Serve as a trusted advisor to internal teams and stakeholders including Enterprise and Financial Reporting, Investment Advisors, Tax, and Actuarial by translating complex accounting concepts into actionable recommendations aligned with strategic objectives Assess the impact of regulatory and accounting developments on Investment Accounting and Reporting processes and ensure policies remain appropriate and effectively implemented Provide VIE and consolidation analysis on new limited partnership positions Prepare, review, and present technical memos and documentation related to accounting treatments and transactions Lead ad hoc projects, including the implementation of new accounting standards and other initiatives within Investment Accounting and Reporting Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales What we offer you Benefits and Perks We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $113,700 - $189,400 plus eligibility for the company annual bonus program. Who You Are: High School Diploma is required. BA/BS in Accounting or Finance with 5+ years of experience in public accounting and/or financial services, including broad exposure to investment accounting Strong technical accounting background, including advanced knowledge of US GAAP, working knowledge of NAIC Statutory accounting (IFRS a plus), and experience with technical accounting policy, advisory, or consulting; CPA or CPA-eligible preferred Experience preparing and reviewing financial statements and footnote disclosures, performing technical accounting research, and supporting accounting conclusions; VIE consolidation experience a plus Proven ability to manage projects such as implementing new accounting standards, with familiarity in internal controls over financial reporting and related documentation Excellent written and verbal communication skills, with the ability to collaborate across business units and levels Highly organized, self-directed, and adaptable professional with strong problem-solving skills and flexibility to meet deadlines during peak reporting periods We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit careers/ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE

A leading cruise line company is looking for an experienced Analyst in Revenue Management to drive pricing decisions and support revenue processes. You'll maintain the database, analyze key trends, and lead meetings for pricing recommendations. Candidates should have strong analytical skills, familiarity with revenue management concepts, and advanced Excel proficiency. The role offers great benefits including cruise privileges, a 401(k), and is based in Seattle, WA. #J-18808-Ljbffr

A prominent cruise line company is seeking an experienced Analyst in Revenue Management. The position requires strong analytical, communication, and organizational skills. Responsibilities include leading pricing meetings and monitoring competitive trends. Candidates should have at least 2 years of relevant experience, advanced knowledge of Excel, and the ability to work legally in the United States. The salary for this role is between $59,200 to $79,900, and several benefits are offered, including travel privileges and health benefits. #J-18808-Ljbffr

WHO WE ARE Founded in 2011, Timberlane Partners is a Seattle-based real estate investment, development, and asset management company specializing in multifamily real estate. Led by an experienced team, Timberlane has successfully acquired and developed over $1 billion of real estate assets throughout the West Coast and Mountain West. We pride ourselves on our disciplined, entrepreneurial approach, fostering long-term partnerships, and consistently delivering outstanding risk-adjusted returns. ABOUT THIS POSITION We are seeking a Junior Acquisitions Analyst to join our Investments team and support multifamily acquisitions across Timberlane's investable markets. This entry-level role is focused on research, data gathering, and preliminary analysis to assist senior team members in sourcing, underwriting, and evaluating opportunities. The Junior Acquisitions Analyst will work closely with the Acquisitions team, Portfolio Management, and Asset Management, providing support rather than leading deals. Job Title: Junior Acquisitions Analyst Job Type: Full-Time Location: Seattle, WA (Hybrid - minimum 4 days/week in office) Reports to: Managing Director, Acquisitions Company: Timberlane Partners PRIMARY RESPONSIBILITIES Gather market and submarket data, including rent trends, supply pipelines, and competitor information. Support acquisition pipeline management by updating trackers and maintaining records of brokers and opportunities. Assist in preliminary underwriting using Timberlane templates (basic IRR, CoC, and sensitivity analysis under guidance). Compile and organize financial documents (rent rolls, T-12s, CapEx reports) for senior team review. Prepare draft summaries and reports for internal discussions and investment committee review. Attend property tours to document observations for senior team members. Support due diligence efforts (collecting reports, audits, and relevant documentation). Coordinate with cross-functional teams to help ensure timelines and requirements are met. Assist Asset and Construction Management teams by providing data and research support. QUALIFICATIONS Bachelor's degree in finance, real estate, economics, or a related field. 1-2 years of experience in real estate, investments, or finance; multifamily experience preferred but not required. Strong organizational and analytical skills; proficiency in Excel. Detail-oriented and able to manage multiple support tasks simultaneously. Excellent written and verbal communication skills. Collaborative, proactive, and eager to learn in a fast-paced environment. COMPENSATION Full-time, salaried position, $75,000-$90,000 annually plus merit based annual discretionary bonus Employer-paid premiums for medical, dental, and vision coverage Health Care and Dependent Care Flexible Spending Accounts Employer-paid life insurance Long-term disability insurance Employee Assistance Program 401(k) plan with employer-matched of up to 4%: 100% of the first 3% contributed, 50% of the next 2% 20 days of paid time off (PTO) 10 paid holidays Professional development opportunities APPLICATION PROCESS Please visit timberlanepartners.com/open-positions and click ‘Apply' - this will redirect you to the LinkedIn job posting to submit your resume. Timberlane is committed to a diverse and inclusive staff. We are interested in hearing from people who can work with diverse communities. Candidates of all backgrounds are strongly encouraged to apply.

FIRM DESCRIPTION Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal. POSITION SUMMARY An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. ESSENTIAL FUNCTIONS Conduct financial analysis, including building detailed financial models and performing valuation analyses Prepare presentation materials, pitch books, and transaction-related documents Manage due diligence processes and market research activities Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders Monitor industry trends, regulatory developments, and market conditions Contribute to client meetings and presentations alongside senior bankers Develop a deep understanding of our clients' businesses and strategic objectives Identify, research, and analyze M&A and financing opportunities Perform in-depth company and industry research Support senior bankers and manage day-to-day execution of M&A and financing transactions Cultivate industry expertise to support long term business development initiatives Interview, train, and manage junior resources (Analysts and Interns) MINIMUM QUALIFICATIONS BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record Prior internship or work experience in investment banking, corporate finance, or related areas Proficiency in financial modeling and valuation techniques Extensive knowledge of accounting, corporate finance, and financial modeling Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations Strong critical thinking, attention to detail, and proactive problem solving skills Highly proficient in SharePoint applications, Excel, and PowerPoint Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively Enthusiasm for learning and a proactive attitude towards professional development PREFERRED QUALIFICATIONS FINRA Series 63 and 79 COMPENSATION AND BENEFITS Base salary range: $80,000 - $105,000 DOE; Total compensation (including individual and performance bonus): $80,000 to $180,000. Meridian Capital offers comprehensive benefits including but not limited to employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits. Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.

Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy Longeron includes an advisory group with both capital and expertise to support the future success of the business Job Description Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools. Responsibilities This job will be demanding and we ask that you only apply once you clearly understand the scope. Deal Sourcing (60%) The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database. A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company. Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation. Deal Evaluation (40%) Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms. Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure. Qualifications Hard working individual that is willing to do everything from database management to financial modeling Motivated to work in finance Strong oral and written communication skills Detail oriented person with a high quality standard Comfortable working in a team and independently Comfortable with Microsoft Excel Additional Information All your information will be kept confidential according to EEO guidelines.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with clients to validate the clients' current investment objectives + Prepare recommendations of appropriate investment products + Assist with the development of investment policy statements and advice on asset allocation + Build excellent working relationships with internal clients + Support coordination of sales effort with Investors + Adhere to internal and external policies and procedures regarding securities transactions and code of conduct **Required Qualifications, Capabilities, Skills** + Bachelor's degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities effectively + Excellent communication skills + Strong analytical, quantitative, and problem-solving skills **Preferred Qualifications, Capabilities, Skills** + Coachable professional with good \"business sense\" and an energetic/dynamic personality + Ability to work both independently and as a team player + Ability to adapt to a rapidly changing business and technology environment + Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Seattle,WA $150,000.00 - $160,000.00 / year

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.

Job Description Associate Financial Advisor (AFA) Schedule: Full-time Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This is a highly client-facing role designed for an experienced, fully licensed advisor who is eager to grow organically within a well-established practice. The position offers a clear long-term path, including gradual responsibility for existing client relationships and the opportunity to become a future business partner. About the Practice We serve a client base with a strong emphasis on comprehensive planning, coaching, and meaningful, long-term relationships rather than transactional work. Our culture is collaborative, non-corporate, and relationship-driven, and we place a high value on trust, continuity, and client experience. Responsibilities Client Relationship Management: Build and deepen relationships with new and existing clients through proactive communication, personalized service, and ongoing financial planning support. Meeting Preparation and Follow-Up: Prepare for client meetings, coordinate materials, and ensure timely and thorough follow-up on action items. Financial Planning and Implementation: Assist with and deliver financial planning, investment, and insurance solutions aligned with client goals. Client Education: Clearly explain strategies and recommendations to help clients make informed, confident decisions. Practice Collaboration: Work closely with advisors and team members to deliver a consistent, high-quality client experience and support the long-term growth of the practice. Marketing: Develop and maintain professional referral relationships. Proactively engage in outreach and networking to identify prospective clients. Ideal Candidate Profile Education: Bachelor's degree required. Experience: 5+ years of experience in a client-facing financial services role. Licensing: Fully licensed (Series 7, Series 66); Washington Life & Health Insurance license preferred. Background: Ameriprise experience preferred but not required. Energized by engaging with new clients and starting new relationships. Client Focus: Strong relationship-builder who values depth of relationships over aggressive business development. Professional Traits: Organized, detail-oriented, empathetic, and confident working directly with clients. Cultural Fit: Thrives in a teamwork driven, entrepreneurial environment and enjoys working collaboratively. Career Alignment: Seeking a long-term role with the potential for partnership. Compensation & Benefits Base Salary: Competitive base salary ($75,000, commensurate with experience). Exempt Bonus Opportunities: uncapped bonus potential based on performance and contribution.” Benefits: Health insurance Simple IRA retirement plan Paid time off and paid holidays Monday-Friday, standard business hours; no evenings or weekends. In-office role with the opportunity for limited hybrid flexibility after an initial training period. How to Apply If you are an experienced financial professional seeking a long-term opportunity within a well-established, relationship-driven advisory practice, please submit your resume and a cover letter outlining your experience and interest in this role. Equal Opportunity Employer We are an equal opportunity employer and welcome applicants from all backgrounds.

Who We Are is for currently enrolled TCC students only. If not currently enrolled as a college student please apply to the other listed positions and/or pools available on the TCC jobs/employment portal, thank you. * This recruitment is to establish an applicant pool for future vacancies. Individuals will be contacted as vacancies occur. Tacoma Community College is a public two-year institution that serves a diverse population of approximately 14,000 students. We embrace our identity as a community college and strongly encourage applications from candidates who recognize and honor the important role that equity, diversity, and inclusion brings to an educational community. Our stated mission is to create meaningful and relevant learning, inspire greater equity, and celebrate success in our lives and in our communities. We are recognized nationally as an, Achieving the Dream "leader college" and our faculty are engaged in innovative work to improve student retention and program completion. According to the Community College Survey of Student Engagement, TCC ranks high on measures of active learning and academic challenge, thanks to our creative and scholarly faculty. We seek to recruit and retain a workforce that: * Reflects the diversity of our community. * Values intellectual curiosity and innovative teaching. * Is attracted by the campus mission promoting equitable access to educational opportunities. * Cares about student success and collaborates on strategies to facilitate success for underrepresented populations. * Welcomes difference and models respectful interaction with others. * Engages effectively with the community both within and outside of TCC. Regional Setting For information on Tacoma and the surrounding area: ************************************************ Position Overview The Financial Services intern will assist the Financial Services office with the essential functions listed below. This internship works on a quarter-by-quarter basis. Essential Functions FINANCIAL SERVICES * Learn about the General Ledger * Learn how to prepare and review pivot tables with large amounts of data. * Learn to analyze financial data. * Learn about the Budget Process: * Learn to correct/process budget errors and budget transfers * Investigate budget issues * Help the College community with budget questions * Learn the Capital Projects Accounting Process * Verify invoices * Learn how to Prepare/analyze invoice reconciliations * Learn how to prepare Capital draw documentation Qualifications Duties of the position required experience: * Ability to use a computer; including Word Processing, Excel, PowerPoint, internet research, and email; Required conditions of employment: * Successful completion of a criminal history background check. * Must be a current TCC student. * Ability to follow oral instructions. * Ability to get along well with others Duties of the position require knowledge, skills and abilities: * Ability to use Microsoft Word, Excel, PowerPoint, internet web browser, and email * Ability to proactively build positive relationships, foster team unity at all levels of the college, and strive for positive interactions with individuals across the campus; * Ability to work as part of a team and independently; * An appreciation of diversity and the benefits of a commitment to cultural awareness and sensitivity in the workplace; * Ability to establish and maintain positive and collaborative working relationships with students, colleagues, and staff; * Engaging in critical self-reflection and growth; openness to feedback, change, and professional development; * Ability to accept personal responsibility for the quality and timeliness of work, ability to learn from mistakes, and be proactive with identifying solutions to prevent future issues. Able to be relied upon to achieve excellent results with little need for oversight. * Skill in building and maintaining internal and external customer satisfaction; * Excellent customer service skills; including establishing, building and maintaining internal/external customer satisfaction. * Identify and understand issues, challenges, and learning opportunities; be proactive and strategic with solutions; * Ethics, integrity, and sound professional judgment; * Communicate promptly and responsively to the needs of the department and college community; including communicating with supervisor, end customer and customer's manager about work order status. * Maintain established standards of work, customer response and professional conduct in performance of the position duties; * An understanding and willingness to follow applicable laws, regulations and other standards to establish and/or maintain a safe work environment. * Ability to analyze and resolve problems. Application Process Application Materials Complete application packages must include the following: * Tacoma Community College online application. * Resume. Terms of Employment These part-time student hourly positions are bound by the WAC 357-04-045provisions above. Scheduled to work up 16 hours per week and on a quarter-by-quarter basis. The facilities position work locations are the TCC main campus and Gig Harbor Campus. The salary is $20.00-$20.00 per hour. TCC Part-time hourly and student employees including work study students, willaccrueone hour of paid sick leave for every 40 hours worked. Hourly non-student employeesmay be applicable for comprehensive health care benefits package for you and your dependents includes medical, dental and vision insurance. Life and long- term disability insurance plansand retirement benefits are also provided. For more information, please visit our employment page/employment benefits:****************************************** Tacoma Community College values diversity and is an Equal Opportunity Employer and Educator. Tacoma Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). Provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following persons have been designated to handle inquiries regarding non-discrimination policies: Stephen Smith, Title VII and Title IX, Building 14, ************; Kathryn Held, Section 504 Officer, Student Affairs Administration Office at ************. This recruitment announcement does not reflect the entire job description and can be changed and or modified without notice. Tacoma Community College Human Resources 6501 S 19th St Bldg. 14, Tacoma WA 98466 *********************************

Symetra's Investment Accounting department has an exciting new opportunity to join us as aSenior Financial Reporting Analyst! About the role As aSenior Financial Reporting Analyst,you will be responsible for the accurate and timely reporting of investment-related financial data in accordance with both GAAP and Statutory reporting guidelines. You'll be working within the company's traditional investment portfolio, including fixed income securities, public equities, and other Schedule D assets. What you will do Participate in the company's accounting close and reporting cycles, including preparing journal entries, financial analytics, management reports, and reconciliations to ensure financial accuracy. Analyze complex investment transactions and ensure accurate accounting treatment in compliance with GAAP, statutory, and regulatory standards. Support the preparation of Schedule D and other statutory filings related to traditional assets. Collaborate with internal teams, external auditors, and Symetra's third-party vendor to resolve complex accounting and reporting issues. Work closely with GAAP and statutory reporting teams to ensure accurate financial disclosures and appropriate presentation. Research and document accounting issues, and assist in drafting and updating accounting policies and analyses. Support cash operations and cash custody deliverables. Identify areas for process improvement, contribute to special projects, and implement solutions in collaboration with project leads. Produce high-quality deliverables with minimal guidance, incorporating feedback to improve outcomes. Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales What we offer you Benefits and Perks We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $77,600 - $129,400 plus eligibility for the company annual bonus program. Who You Are: High School Diploma is required; A Bachelor's Degree or equivalent related experience preferred. Bring 5+ years of relevant experience with strong technical skills, solid engineering fundamentals, and the ability to manage and deliver high-quality work independently. Have built full systems end-to-end-including databases, APIs, and web UIs-through professional roles or personal projects, demonstrating ownership from initial design to deployment. Experience with Rust is a big plus! Excel at solving complex problems through structured analysis, creative thinking, and effective collaboration across functions. Communicate clearly with partners and leadership, showing curiosity, proactivity, and a commitment to continuous learning. Foster an inclusive, purpose-driven team culture and champion diversity, strong collaboration, and healthy cross-team relationships. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: careers Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Job Responsibilities Support investment reviews with clients to validate the clients' current investment objectives Prepare recommendations of appropriate investment products Assist with the development of investment policy statements and advice on asset allocation Build excellent working relationships with internal clients Support coordination of sales effort with Investors Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Required Qualifications, Capabilities, Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Capital markets or institutional brokerage experience Ability to multi-task and manage priorities effectively Excellent communication skills Strong analytical, quantitative, and problem-solving skills Preferred Qualifications, Capabilities, Skills Coachable professional with good "business sense" and an energetic/dynamic personality Ability to work both independently and as a team player Ability to adapt to a rapidly changing business and technology environment Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job Description Associate Financial Advisor Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. In this role, you will focus on service rather than sales, acting as a trusted advisor to our clients while helping them achieve their financial goals. Responsibilities: Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives. Meet with clients and prospects to discuss their financial goals, address their needs, and build lasting relationships while delivering exceptional service as a primary point of contact. Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions. Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives. Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients. Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate. Qualifications: Bachelor's degree required. Two to three plus years of experience as a financial advisor. Hold the Series 7, Series 66, and Life & Health licenses (or if one of these is needed, ability to obtain within two months). CFP & APMA designation is a bonus. Experience with MoneyGuide financial planning analysis software is a plus. Strong interpersonal and communication skills. Detail-oriented with excellent organizational and time-management abilities. Compensation and Benefits: Base compensation between $90,000-$125,000, commensurate with experience. Exempt Bonus opportunities based on performance. Comprehensive benefits package including: Paid Time Off (PTO) and paid holidays Medical insurance (70% of premiums paid) Dental and Vision insurance (50% of premiums paid) 401(k) plan with employer match Group Life and Disability insurance How to Apply: If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team! Equal Opportunity Employer Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

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.