Finance planner jobs in Gresham, OR

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Associate to join our Fund Management team in Portland, supporting Capital Formation, Fundraising, and Business Development across the Fund platform. In this role, you will play a critical part in helping to manage day-to-day fundraising operations, coordinating investor outreach efforts, and assisting with key business development initiatives. The ideal candidate is highly organized, proactive, and eager to grow into a leadership position within the team. This is a unique opportunity for a driven professional to advance their career in real estate private equity while developing expertise in capital formation strategies and relationship management. *This position is an in-office position, with an immediate start date. Key Responsibilities - Fundraising and Investor Outreach: Support the execution of the company's capital-raising strategy by assisting with outreach to institutional investors, family offices, and high-net-worth individuals. Help prepare and coordinate investor communications, presentations, and follow-up materials. Track and manage investor correspondence and meeting schedules. Build and maintain strong relationships with existing and prospective investors by providing timely updates and addressing inquiries. Assist with organizing the firm's participation at industry conferences, networking events, and investor meetings. Over time, expand responsibilities to include strategic input into fundraising initiatives, a capacity for leadership, and taking ownership of new projects as the team and company grow. Operational Support: Manage the group's CRM system to ensure accurate tracking of investor information, interactions, and pipeline activity. Coordinate the preparation of fundraising materials, including pitch decks, investor reports, and due diligence documentation. Support compliance and reporting requirements associated with investor communications and fundraising activities. Support the operational team as needed What We're Looking For - Bachelor's degree in finance, business, real estate, or a related field. 2-4 years of experience in fundraising, sales, or investor relations, preferably within commercial real estate or private equity fundraising. Securities licenses (SIE, 7 & 63) preferred, but not a prerequisite. Strong CRM skills (e.g., Salesforce) and proficiency in Microsoft Office Suite. Excellent communication, organizational, and interpersonal skills Entrepreneurial mindset with a desire to grow into a team leader or management role. Familiarity with regulatory compliance requirements for investor communications is preferred. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-Onsite #LI-MS1

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations. Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances. Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice. Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans. Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning. Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required. 5+ years of relevant wealth planning experience. Some experience as a Financial Advisor is required. Series 7, 65 or 66, required and Insurance license required. Significant experience successfully managing wealth plan creation and presentation. Excellent relationship management and business development abilities, analytical and problem-solving skills. Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Excellent written and verbal communication and presentation skills. Ability to work effectively with individuals and groups across the company to manage customer relationships. Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel and PowerPoint. Proven ability to train and present to small and large audiences Travel Type: Occasional Job Location(s): Ability to work fully onsite at posted location(s). Portland, OR Tacoma, WA Hillsboro, OR Irvine, CA San Diego, CA Los Angeles, CA Sacramento, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $80,000.00 to 145,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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

Job Details 222 SW COLUMBIA STREET SUITE 600 - PORTLAND, OR Full Time Bachelor FinanceDescription What's Happening at RVK RVK is an independently owned, national firm with headquarters in Portland, OR, and regional offices in Boise, ID, Chicago, IL, and New York, NY. We provide unbiased investment consulting services to nearly 200 clients, including corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, operating reserve funds, high-net-worth individuals and families, and other special purpose funds. The heart of RVK is our team-centered approach to client service, provided by our experienced team of investment consulting professionals. We are a growing firm, with a broad slate of consulting capabilities and services, industry leading reputation for exceptional client focused investment consulting and strict adherence to the highest ethical standards. We are looking for intellectually curious and pragmatically innovative candidates with a “can do” attitude to fill our Investment Analyst position. Candidates must be prepared to work in an extraordinarily collegial team-oriented environment and consulting model. Job Description The Investment Analyst provides critical support to RVK's consulting team. The Investment Analyst is responsible for preparing monthly and quarterly investment performance reports in accordance with RVK's standards as well as responding to ad hoc internal and external client requests. Duties & Responsibilities Prepare standard and customized investment performance reports, executive summaries, investment policy reviews, fee analyses, fund profile reports, memos, investment manager commentary, investment manager watch list reports, PowerPoint presentations, rebalancing analyses, socially responsible investing analyses, investment manager structure studies, and a variety of special projects at the request of internal or external clients on a daily, monthly, and/or quarterly basis with required levels of timeliness, quality, accuracy, and adherence to RVK and department standards Communicate with internal and external clients, investment managers, custodian banks, index vendors, and other third-party data providers Collect, input, analyze, and reconcile data Calculate, analyze, and interpret numerous financial statistics at the investment manager, composite, index, and peer group level Review, edit, and proofread materials as requested Gain the knowledge and time-management skills necessary to peer review deliverables; the peer review is intended to catch errors that may have been inadvertently missed by the investment analyst With assistance, define key messages and use creativity in presenting ideas, recommendations, and information to internal and external clients Observe/participate in internal and external client meetings and team projects when requested Provide timely responses to internal and external client questions/requests and be proactive in supporting their success Gain proficiency in PARis, IMDM, RADAR, AltInvest, Insignis, Bloomberg and SharePoint Maintain monthly and quarterly due dates, to do lists, checklists, and procedures Work in a deadline-driven environment and handle multiple tasks simultaneously; follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged Carry a full workload (15 to 30 low to mid complexity plans); and contribute to team and firm initiatives while consistently producing timely and quality work Assist colleagues as needed Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and/or participating in professional organizations Help achieve RVK business plan goals Other duties assigned as needed Qualifications Minimum Qualifications Bachelor's degree in finance, economics, and/or a related field Excellent written and oral communication skills with strong attention to detail Preferred Qualifications Strong internal and external communication and interpersonal skills with proven ability to build and maintain relationships with internal and external clients Proficiency in the Microsoft Suite (Excel, Word, Outlook, PowerPoint) Basic grasp of financial concepts, terms, and benchmarks Basic grasp of financial math concepts such as capitalization-weighting, net cash flow, time-weighted rates of return, and geometric compounding Analytical skills Ability to manage and manipulate data Ability to problem-solve independently Proven initiative to improve processes or create efficiencies Strong organizational skills and attention to detail Ability to work independently, within a team environment Ability to work in a deadline-driven environment and handle multiple tasks simultaneously Ability to effectively communicate progress and follow through on assigned tasks Strong internal and external client service and interpersonal skills Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment, problem solving skills, and personal initiative Ability to analyze situations carefully and adopt effective courses of action Strong work ethic; able and willing to work more than 40 hours per week when needed (deadlines and/or workload may require 50 to 60-hour weeks and include evening and weekend time) Self-motivated Friendly, professional work demeanor Ability to maintain a positive attitude even under the most stressful situations Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs Entry-level position, therefore, no prior work experience is required, but finance related internships are preferred Knowledge of the financial services industry helpful, but not required RVK offers a competitive benefits package to full-time regular employees including medical, dental, vision, life, 401(k) retirement plan, pretax medical flexible-spending, dependent care, transportation with subsidy after one year of service, tuition reimbursement to enhance career development, and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees! To learn more about our company, please visit us at ****************** If you enjoy working collaboratively with others and consider yourself to be a creative thinker, then contact us today! We need professionals to help complement our PMA Department, who practice work ethics of the highest levels and possess high standards for their quality of work and approach to client service. For immediate consideration, please apply through our company website by clicking on Career Opportunities on the Contacts page. You will need to submit a cover letter and résumé. We request that you submit your materials in a .doc or .pdf file format. We receive a significant volume of applicants and cannot respond to each applicant individually. We review all applications and will contact only those candidates whose skills, experience, and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application. All applications must be through the company website. No direct solicitations will be accepted. RVK is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We are currently only recruiting those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are currently not eligible for hire. No phone calls, faxes, or temporary staffing agencies, please. We look forward to receiving your application!

D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. - The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: Bright, professional, and motivated with the desire to excel in an intellectually challenging environment 2-3 years experience working in investment banking or transaction experience finance required. Have executed at least two deals start to finish Interest and curiosity in the Technology sector Bachelor's degree with a minimum 3.5 GPA. Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects? Working knowledge of business software (especially Word, Excel and PowerPoint). High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Series 79 (Series 7 may be applicable) and 63 licenses require In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?

Description The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.Here's what you can expect from the job and what you need to be successful:Job Duties Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities Assist members in their financial goals by offering multiple deposit & lending product options Partner with other business units in sales and service activities Mentor Financial Solutions Representatives on a day to day basis as a peer coach Essential Skills Minimum 2 years' experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions Experience in outbound sales and outbound calling Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced environment and meet deadlines without sacrificing quality Ability to foster strong relationships with internal and external stakeholders Strong analytical and problem-solving skills with attention to detail Working knowledge of Microsoft Office Suite Minimum Education: High School Diploma Location: Cedar Hills Experience Center - Beaverton, OR 97005Target Compensation in Beaverton, OR: $29.00 to 33.00 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship for this position #FT123

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want A Wealth Advisor will establish new client relationships in addition to providing advisory services and support to current clients. Advisor will receive an existing book of business in the Portland surrounding area of X Households ($200M of AUM) and be responsible for maintaining existing client relationships, as well as fostering new business in the Portland and greater Oregon areas. What To Expect * Provide information/education to clients about the purpose and details of financial plans, services, and strategies. * Source prospective client opportunities by capitalizing on networking and referrals * Servicing client needs and requirements as determined through client interaction * Promote the firm's wealth enhancement and planning services * Adhere to all company and industry supervisory guidelines and policies * Participate advisor team meetings, training, and continuing education requirements. * Own the responsibility for all communication with the client base including phone calls, emails and meetings. * Review investment products currently held in clients' accounts and reallocate to the appropriate model to help clients meet their financial objectives. * Maintain all continuing education requirements of a wealth advisor plus required training elements. * Attend firm client events. What You Need * Business development skills * Excellent interpersonal & communication skills * Excellent attitude and an extraordinary orientation towards client service * A genuine interest in serving and caring for other people * Excellent organizational and time management skills * Ability to handle multiple tasks and priorities simultaneously * Values a client-centric approach * Possess knowledge on NNA/New Business Metrics * Great communicator and proactive in relationships with clients. Preferred Education and Experience * 5-10+ years of investment advisory experience * Bachelor's degree or higher strongly preferred * Active Series 65 or 66 * Clean U-4 * Certified Financial Planner (CFP) preferred * Proficiency in Emoney/ Moneyguide Pro * Proficiency in Salesforce In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: * The base pay for this position across all US geographic markets ranges from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. * Variable compensation potential (Bonus and/or commissions) * Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. + All licenses must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $100,000/yr - $110,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

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.

This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150 -200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long -term financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes the highest paid employee at the firm $85,000 -$120,000 + discretionary bonuses. However, realistically new hires should expect to start on the lower end of the compensation range, at around $85,000 -$95,000 + bonuses ($20,000 -30,000). Benefits: 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k matching.

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

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

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.

Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the Vancouver, WA area. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2024 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employees - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. RESPONSIBILITIES Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. Using only the broker dealer's approved product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of Columbia CU's members. Possess a thorough knowledge of the insurance and securities industry. Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services. Proactively look for opportunities to refer member-investors back to Columbia CU staff when insured deposits or refinanced/reorganized debt would be compatible with member-investor's overall long-term financial goals. As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or host seminars to increase member knowledge regarding options to work toward their long-term financial goals. Open member accounts, initiate and confirm orders, maintain files and records, and prepare all required reports. Advise Program Manager | VP Investments and Insurance Group and OSJ of any issues requiring attention. Maintain all information related to member accounts and affairs of the member in strict confidence. Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Meet individually assigned Gross Dealer Concession and all other Investments and Insurance Group and Columbia CU assigned goals. Develop and actively work business plans by executing on periodic tactical strategies. Provide timely and accurate reports to the Program Manager | VP Investments and Insurance Group as requested. Maintain shared calendar so that fellow Columbia CU employees can easily schedule appointments. Uphold department service level agreements including prompt feedback regarding referrals. Provide timely updates and notes in CRM system regarding prospective and current member-investor interactions. Maintain appropriate segregation of Credit Union's NCUA and Investments and Insurance Group's non-NCUA marketing and operations in assigned branches. REQUIREMENTS Minimum 5-7 years of financial advising experience with proven track-record of success in direct investment and insurance sales. Bachelor's Degree in Business/related field or equivalent professional certification or graduate degree and/or an equivalent combination of education and experience. Series 7, 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon. Clean U-4 Valid Driver's License to transport self between Columbia CU branches, Operations Center and community functions. Flexibility to work evenings and weekends conducting workshops/seminars, attending training and Columbia CU staff meetings, and attending community networking and fundraising events supported by Columbia CU. COMPENSATION $77,968.80 + Incentive Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply Qualifications/Skills Required Financial Advising-Advanced Direct Investment-Advanced Insurance Sales-Advanced Communications-Advanced Customer Service-Advanced Behaviors Team Player: Works well as a member of a group Functional Expert: Considered a thought leader on a subject Enthusiastic: Shows intense and eager enjoyment and interest Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Education Bachelors or better in Business or related field. Experience 5 years: Professional Financial Advising in Investments and Insurance Licenses & Certifications Clear FINRA BrokerCheck Variable Life & Health State Insurance License Series 63/65 Series 7 Series 66 *Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs to credit unions and their members. To learn more about CFS visit *************** *Non-deposit investment products and services are offered through CUSO Financial Services, L. P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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

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.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care System (BHCS). **ESSENTIAL FUNCTIONS OF THE ROLE** + Provides financial study support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BHCS. + Conduct external labor productivity benchmarking for hospital and clinic personnel to identify opportunities for optimization and cost-efficiency improvements. + Collaborate with operational leaders to explain the benchmarking process, interpret results, and provide actionable insights to enhance productivity. + Coordinate and manage the collection of relevant data from various sources, ensuring accuracy and completeness. + Develop and maintain comprehensive reports and dashboards to communicate benchmarking results effectively to key stakeholders. + Analyze trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and recommending strategies for enhancement. + Prepares research and presents and protects findings, for any labor productivity changes + Provides ongoing budget vs. actual expense variance investigation through review of both standard reports and reports which have been developed specifically for the entity. + Prepares verbal or written results of department operating efficiencies and presents/discusses them with management and others as required. + Develops and produces ad hoc Management Reports as required/requested. + Serves as liaison between the assigned area and Outcome Support Services and other finance areas of BHCS. + Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. + Conducts finance training/presentations for BHCS personnel as directed. **KEY SUCCESS FACTORS** · Hospital Experience is needed to work independently and in a team environment. · Able to communicate effectively. · Able to collect, organize, analyze, and present data. · Skilled in Microsoft Excel · Able to adapt to change and open to learn. · Able to maintain a positive attitude. · Skilled in problem solving. · Able to prepare detailed work plans for the successful and timely completion of projects. **About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: + We serve faithfully by doing what's right with a joyful heart. + We never settle by constantly striving for better. + We are in it together by supporting one another and those we serve. + We make an impact by taking initiative and delivering exceptional experience. **Benefits** Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: + Immediate eligibility for health and welfare benefits + 401(k) savings plan with dollar-for-dollar match up to 5% + Tuition Reimbursement + PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level._ **Belonging Statement** We believe that all people should feel welcomed, valued and supported. **QUALIFICATIONS** + EDUCATION - Bachelor's + EXPERIENCE - 3 Years of Experience + Hospital experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. RESPONSIBILITIES Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. Using only the broker dealer's approved product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of Columbia CU's member. Possess a thorough knowledge of the insurance and securities industry. Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services. Proactively look for opportunities to refer member-investors back to Columbia CU staff when insured deposits or refinanced/reorganized debt would be compatible with member-investor's overall long-term financial goals. As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or host seminars to increase member knowledge regarding options to work toward their long-term financial goals. Open member accounts, initiate and confirm orders, maintain files and records, and prepare all required reports. Advise Program Manager | VP Investments and Insurance Group and OSJ of any issues requiring attention. Maintain all information related to member accounts and affairs of the member in strict confidence. Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Meet individually-assigned Gross Dealer Concession and all other Investments and Insurance Group and Columbia CU assigned goals. Develop and actively work business plans by executing on periodic tactical strategies. Provide timely and accurate reports to the Program Manager | VP Investments and Insurance Group as requested. Maintain shared calendar so that fellow Columbia CU employees can easily schedule appointments. Uphold department service level agreements including prompt feedback regarding referrals. Provide timely updates and notes in CRM system regarding prospective and current member-investor interactions. Maintain compliant segregation of Credit Union's NCUA insured deposit products from Investments and Insurance Group's non-deposit investment and insurance product's marketing and operations in assigned branches. REQUIREMENTS Minimum five years financial advising experience with proven track-record of success in direct investment and insurance sales. Bachelor's Degree in business, finance, or related field is preferred. Personal investment into continuing professional education, earning College of Financial Planning certifications toward a CFP designation, or holding a CFP designation, is preferred. Series 63/65 or Series 66 Securities Registration. Series 7 Securities Registration, or attain within 90 days. Variable Life and Health Insurance licenses, valid in Washington and Oregon, or attain within 30 days. Pass background check and review of FINRA Form U4. Ability to independently transport self, reliably and on time, throughout the Portland Metro Area. Flexibility to work evenings and weekends, including possible Saturday in-branch appointments, conducting workshops/seminars, attending training, Columbia CU business meetings, and attending community networking and fundraising events supported by Columbia CU. COMPENSATION $80,168.48 + Incentive Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply *Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs to credit unions and their members. To learn more about CFS visit ***************