Finance consultant jobs in Marysville, WA

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 12100 Ne 195th St #180, Bothell, WA This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. 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 an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $81900.00 Hiring Maximum: $97300.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.

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 an Acquisitions Analyst to join our Investments team and support the sourcing, underwriting, and execution of multifamily acquisitions across all of Timberlane's investable markets. The ideal candidate has strong analytical skills, multifamily experience (preferred), and thrives in a fast-moving, entrepreneurial environment. This role works closely with the Acquisitions team, Portfolio Management, Asset Management, and Capital Formation. Job Title: 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 Conduct market and submarket research across all Timberlane target markets, including rent trends, supply pipelines, capital flows, and competitive analysis. Maintain acquisition pipelines, broker relationships, and market intelligence. Underwrite multifamily acquisitions using Timberlane's underwriting templates, including sensitivity analyses and return modeling (IRR, MOIC, CoC, YoC). Analyze historical financials, rent rolls, T-12s, CapEx; evaluate debt financing scenarios. Prepare preliminary underwriting summaries and full investment committee memos. Support Capital Formation with materials derived from underwriting and business plans. Attend property tours and document physical, operational, and market observations. Engage with brokers and owners; track on-market and off-market deal flow. Assist with due diligence including lease audits, financial audits, environmental reports, title review, and market studies. Coordinate cross-functional teams to meet timelines and diligence requirements. Partner with Asset Management to validate operating assumptions and business plans. Collaborate with Construction Management on value-add and renovation strategies and feasibility. QUALIFICATIONS: 2-3 years of experience in multifamily (preferred) acquisitions, asset management, real estate finance, or investment banking. Strong Excel skills with demonstrated financial modeling capability. Familiarity with multifamily operations, underwriting dynamics, rent comps, and CapEx planning. Highly organized with strong attention to detail and the ability to manage multiple deals simultaneously. Excellent written and verbal communication skills, particularly in drafting investment materials. Ability to operate in a fast-paced, entrepreneurial environment. Self-starter with a collaborative mindset and ability to work cross-functionally. COMPENSATION: Full-time, salaried position, $90,000-$120,000 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.

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

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.

Join Our Team as a Personal Finance Consultant! Are you passionate about building powerful brands and creating impactful marketing strategies? We are looking for a Personal Finance Consultant to drive brand growth, enhance market presence, and develop engaging campaigns that resonate with our audience. Why You'll Love This Role: 🎯 Strategic Influence - Play a key role in shaping brand identity and positioning. 📢 Creative Freedom - Develop and execute branding strategies that leave a lasting impression. 🚀 Career Growth - Access professional development and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and execute brand strategies to strengthen market positioning and audience engagement. Conduct market research to identify trends, consumer behavior, and competitive insights. Create compelling brand messaging, visual identity guidelines, and marketing materials. Collaborate with marketing, sales, and product teams to ensure brand consistency across all channels. Monitor brand performance and adjust strategies to maximize brand equity and customer loyalty. Oversee digital branding efforts, including social media, content marketing, and advertising campaigns. What We're Looking For: Proven experience in brand development, marketing, or a related field. Strong understanding of branding principles, storytelling, and market positioning. Excellent communication and creative problem-solving skills. Proficiency in digital marketing tools, analytics, and design collaboration platforms. Ability to develop and implement innovative branding campaigns. Perks & Benefits: Professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Elevate Brands and Make an Impact? If you have a passion for branding and want to be a key player in building a strong, recognizable brand, apply today! Join us and help shape the future of our brand identity. Your journey as a Personal Finance Consultant starts here-let's build something unforgettable together!

About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description: To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses upon completion of proper licensing. Full benefits. Qualifications Job Requirements Bachelors degree or higher; financial services, finance, economics, business administration, accounting or law preferred. Track record of success in academic and/or career endeavors. Can handle long hours and rigorous training. Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing. Applicants must have lived in the greater Puget Sound area for three years or more. Additional Information Our Culture: Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony. Our Training Program: We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter. All your information will be kept confidential according to EEO guidelines. Website: ************ Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description The IT Finance team for our Client is seeking a Financial Analyst that is an expert in Excel modeling and reporting functions. This team supports the company CIO's organization. You will be generating reports, creating forecast and budget templates, consolidating data. On a daily basis you will be working on the journal entries, monthly reporting and hierarchy management. On a Quarterly basis you will be deeply involved in the budget cycle. During the fiscal year rollover you will be creating reports and forecast set up. Qualifications • Experience utilizing internal financing tools • Reporting analytics experience • Enterprise-level experience would be ideal for sponsor • 3-5 years of deep Excel, reporting and modeling experience, including experience with Pivot Tables and Vlookup formulas • Planning and reporting experience (high tech is preferable to non-high tech roles) • Full understanding of PO processing Additional Information To get further details on this or to be considered for this role please contact: Blair Ballard ************ ******************************

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

We are looking to add an experienced Financial Advisor(s) to our team. We are a firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans. This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people's financial lives. Our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation. The candidate for this position will need to possess the following: Knowledge, Skills, and/or Abilities: Demonstrate proficiency in financial planning principals Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan. Demonstrate a willingness to go above and beyond for exceptional customer service Comfortable being a key component in a small team of professionals Detail oriented with a commitment to accuracy Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients Strong time management and organizational skills Comfortable with multitasking and changing priorities. Willingness to help improve and develop processes for the back office to better support advisor activities Proficiency with Windows and Microsoft Office Education and/or Requirements: Polished, friendly, professional demeanor Series 65, Series 7 & Series 66, or CFP or CFA certificate, required Ability to successfully pass a background and credit check Experience in an independent financial services firm preferred Bachelor's degree, preferably in finance, accounting, or related field CPA or EA with personal income tax experience a very strong plus

Join us in shaping Seattle's streets! At the Seattle Department of Transportation (SDOT), we don't just move people-we connect communities, build safer streets, and create a more sustainable city. With a bold vision for the future, we're tackling big challenges: making travel safer, cutting carbon emissions, and ensuring reliable, affordable transportation for everyone-no matter who they are or where they live. Seattle is growing fast, and we're growing with it. Thanks to a historic voter-approved $1.55 billion investment in transportation in 2024, we're building sidewalks, fixing bridges, and improving transit connections to keep our city moving. We're a team of problem solvers, planners, engineers, communicators, and field crews-bringing purpose-driven work to life. Now, we need passionate, innovative talent like you. Let's build a Seattle that works for everyone-together! SDOT has an exciting opportunity for a detail-oriented and employee-minded Finance Analyst Supervisor on our Operations & Maintenance (O&M) Budget team within SDOT's Finance and Administration Division. This key team leader will support the day-to-day team functions by providing supervision and guidance on business practices, budget development and monitoring, and problem-solving. The Supervisor will also support the Budget Manager and the Finance Manager in managing the pipeline of work that flows from the program teams through the Finance Team and ultimately to the Financial and Executive Leadership of the Department and City. We are looking for a service-oriented professional who can maintain positive relationships and keep the team aligned with SDOT goals and timelines while working with many competing priorities. Please note that we are also hiring a Finance Analyst Supervisor for our Capital Improvement Program finance team. You can find details on SDOT's NEOGOV job page here. * Supports the development, recommendation, and monitoring of the Department's biennial operating & maintenance (O&M) budget. * Stewards the technical development of the SDOT budget in partnership with the Budget Manager, Finance Manager, and Chief Finance Officer. * Develops and recommends budget and financial policies and procedures. * Assigns, reviews, and supports the day-to-day work of Senior Finance Analysts. * Supports Senior Finance Analysts in providing financial analysis and reporting for the O&M teams they support. * Identifies and advises management on budget overruns, funding shortfalls, or other financial problems; recommends options and solutions; and works with management to resolve problems. * Provides technical consultation and assistance to management in preparing budgets, grants, proposals, and contracts; interprets and applies budget and financial guidelines; responds to inquiries and requests from management and other departments regarding budget/financial issues and special reports and analyses. * Updates the O&M Finance Analyst Desk Manual and provides technical training to the Senior Finance Analysts. * Supports department goals in promoting diversity and social justice in keeping with the City's Race and Social Justice Initiative. Minimum Qualifications: Education: * Bachelor's degree in Business Administration, Public Administration, Finance, Accounting or a related field. Experience: * Four (4) years of professional experience with budget management, financial analysis, accounting, or related work. Supervision: * One (1) year of experience in a supervisory or lead capacity. OR: An equivalent combination of education and experience that demonstrates the ability to perform the position duties. Though not requirements, strong candidates will have some of the following experience or are able to describe comparable experience: * Advanced degree in Business Administration, Public Administration, Finance, Accounting, or related field. * Familiarity with complex budgetary systems. * Familiarity with Project Management systems. * Effective communication and high-level customer service skills. * Attention to detail and the ability to actively manage multiple processes. * Ability to work effectively in a multi-cultural workplace with a diverse customer base. Other Requirements: Work Environment / Physical Demands: * Work is typically performed in a hybrid work environment in which a minimum of 3 days of work is completed in a City office, and 2 days of work is completed remotely in a regular 40-hour work week. Your application will not be reviewed if these items are missing or incomplete. Hiring Process Applications are reviewed after the posting closes. Qualified candidates must submit the following to be considered: * Completed NEOGOV online application. * Supplemental questionnaire responses * Cover letter describing how your skills and experience align with the stated job responsibilities and qualifications. * Current résumé indicating relevant experience and education. Offers of employment are contingent on verification of information provided by the applicant as part of the application process, including a potential background check. Please note this job advertisement is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. The City's full salary range for this position is $56.19 - $65.48 hourly. For more information regarding this recruitment, please contact: Ryan Jones at **********************. The City of Seattle offers a comprehensive benefits package including vacation, holiday, and sick leave as well as medical, dental, vision, life and long-term disability insurance for employees and their dependents. More information about employee benefits is available on the City's website at:*********************************************************************************************************** Who May Apply: This position is open to all candidates that meet the minimum qualifications. The City of Seattle values diverse perspectives and life experiences. Applicants will be considered regardless of race, color, creed, national origin, ancestry, sex, marital status, disability, religious or political affiliation, age, sexual orientation, or gender identity. The Department encourages people of all backgrounds to apply, including people of color, immigrants, refugees, women, LGBTQ+ people, people with disabilities, veterans and those with diverse life experiences. Accommodations for people with disabilities are provided on request. The City is a Drug Free Workplace.

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. 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. 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: Two to three plus years of experience as a financial advisor. Series 7, Series 66, and Life & Health licenses required (or ability to obtain within three 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. Salary Compensation and Benefits Base compensation: $95,000-$115,000, 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.

Hours: 37.5 Line of Business: TD Wealth Pay Details: 0 $/$0 - 0 $/$0 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will: * Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services * Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices * Contribute to team and department goals while strengthening customer service and dedication * Monitor service, productivity and assess efficiency and implement continuous improvements * Be knowledgeable of best practices and procedures and stay ahead of emerging trends * Acquire and apply expertise, provide mentorship, assistance and direction to others * Maintain a culture of risk management and control, supported by aligned risk appetite * Participate fully as a member of the team, support a positive and service-oriented work environment Required: * Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date * Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date * 3 to 5 years of banking experience * Bilingualism (English and French) required to serve our clients in the community with English-speaking needs Nice to have: * CIRO license preferred (required within first 90 days in role) * Complete Conduct & Practices Handbook (CPH) within first 90 days in role * Complete Wealth Management Essentials (WME) within first 30 months in role * Deep understanding of the industry, competitive landscape and economic market issues * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Skills you will require: * Passion for financial planning and driven to help clients reach their financial & life goals * Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development * Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment * You have excellent people and problem-solving skills that help you build and maintain client relationships * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships #LI-Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

Job Title: Sr. Financial Analyst Duration: 3+ Months with conversion temp to perm role Pay: $55-$62/hr 1 -Requirements: Remote role: Support PST hours At least 7 years'relevant experience required. Deep analysis of project-level Legal department spending using Excel and Power BI. Design reporting and KPIs for operational expenses. In addition to strong analysis and technical skills, this position requires a high level of nuanced English-language communication ability, to work with attorneys within the department. 2 -Technology Requirements (I.E Programs, systems, etc.): Advanced knowledge of Excel and PowerBI. Some knowledge of PowerApps is helpful. 3 -What does a typical day look like? (daily tasks): Meetings with Legal Ops teams and attorneys (our internal clients);analysis projects for Legal Spend. 4 -Preferred background/prior work experience? Accounting, FP&A and data analysis preferably 5 -Priority soft skills: Highly skilled in English-language communications.

SUMMARY: The Finance Analyst is responsible for financial reporting to support the Foundation and its subsidiaries' internal and external stakeholders. The Financial Analyst will support management of various levels, including regional and national board of directors, grantors, and requests to provide accurate financial reports and analysis. The Financial Analyst will support the annual budgeting process and subsequent review and forecasting throughout the fiscal year. In addition, the Finance Analyst will work in collaboration with the Grants Manager, Controller, Director of Finance & Accounting, and all members of executive management as necessary. PRIMARY DUTIES AND RESPONSIBILITIES: Prepare, review and disseminate monthly, quarterly, annual and periodic financial information as requested by internal leaders and external partners, to include staff, management, board presentations and external inquiries. Support the Controller with the monthly close process to include multi-layered reviews and support to ensure accurate financial reporting. Facilitate the annual budget process and ensure completeness of expenses and support revenue projections and reporting. Serve as a thought partner within the Accounting and Finance team to ensure accurate and timely financial information. Complete certain account reconciliations monthly. Serve as additional support to the accounting team to ensure backup and accurate segregation of duties. Support technological changes and advancement to keep efficient and effective systems supporting the organization. Develop tools and systems to provide critical financial and operational information to the Controller and Director of Finance and make actionable recommendations to the same on both strategy and operations. Ensure internal consistency with financial reporting and the budgeting process as it pertains to changes and updates to the organizational structures of the Foundation and its subsidiaries. Participate in a wide variety of special projects and compilation of special reports. Communicate with co-workers, management, clients and others in a courteous and professional manner. Conform with and abide by all regulations, policies, work procedures and instructions. Performs other financial duties as assigned.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1616 N 18th Street, Suite 140, Mount Vernon, WA This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. 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 an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $80200.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.

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.

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.