Finance Planner Jobs in Marysville, WA

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Financial Advisor - No Experience Required
Edward Jones 4.5
Finance Planner Job 27 miles from Marysville
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$38.5k-100k yearly 1d ago
Financial Advisor Assistant
Ascendo Resources 4.3
Finance Planner Job 32 miles from Marysville
We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank and clients. Initiating the establishment of new accounts including with bank, investment and fund accounts. Delivering exceptional service and impeccable execution for client requests, inquiries, and transactions. Assist with the account maintenance, money movement transfers and any other client requests Orchestrating seamless coordination among internal teams, including Portfolio Managers and Operations Team, to facilitate smooth process flow. Diligently ensuring adherence to compliance protocols. Assist portfolio managers with putting together presentations for clients. Requirements 3+ years of experience working with HNW clients within a wealth management setting Proficiency in administrative support to Advisors, Private Bankers or Portfolio Managers Bachelor's degree in Finance, Business, Economics or related field No FINRA Licenses required This is an on-site/hybrid position, candidate must be local to Seattle area and willing to commute.
$37k-46k yearly est. 5d ago
Financial Advisor
S Piper Staffing LLC
Finance Planner Job 32 miles from Marysville
Title: Financial Advisor (CFP) Type: Full-time / Perm / On-site Base Salary Range: $85k - $135k/annually, depending on experience. Our client is looking for their next Financial Advisor (CFP). In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Responsibilities: Acts as the first point of contact for client communications. Strategize with the Lead Advisor to ensure responses are timely and thorough. Reviews current client portfolios and makes recommendations to clients in consultation with the team. Proactively considers both strategic and tactical opportunities around investments and other planning areas. Prepares comprehensive client meeting deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis. Analyzes client data and evaluates potential planning strategies. Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics, such as tax loss harvesting, stock options, restricted stock, wealth transfer strategies, and risk transfer/management. Maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software. Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances. Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation. Seeks out leadership roles in the team and firm projects/assignments. Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support. Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed. Ensures content is accurate, timely, and reviewed periodically Crafts client meeting agenda and determines deliverables to be presented. Analyzes client data and develops strategies. Collaborates with the Lead Advisor to define both the client strategy and the most effective form of presentation. Prepares and finalizes all standard deliverables related to the delivery of wealth management advice, based on input from team members, including Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA). Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation. Following client approval, works with the team to ensure that all tactical parts of the client implementation are executed timely and accurately. Presents ideas and concepts in an organized and effective manner. Attends client meetings and is expected to effectively present specific planning topics. Ensures all client-related action items are communicated and memorialized in the CRM. Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes, such as trades, wire requests, and journals. Initiates these requests and is responsible for reviewing and approving them, ensuring completion within specified time frames. Required Qualifications: 4 + years of experience in financial planning and wealth management. 4+ years of experience working directly with high-net-worth individual clients (with assets exceeding $3M, their families, and businesses. Must have very strong trust, estate, retirement, insurance, and wealth management planning and advisory experience, preferably acquired from a wealth management firm or professional financial services company. Undergraduate degree required / Master's degree preferred. CERTIFIED FINANCIAL PLANNER™ (CFP ) credential required. Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) is required. Expected to learn other position-related systems on the job. Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively. This role is an in-office, full-time, and exempt position. Excellent work habits and strong organizational skills. Ability to prioritize tasks and manage workflows. Exceptional communication skills, both written and verbal, with clients and co-workers. Must have excellent interpersonal and presentation skills. Demonstrated teamwork mentality. Ability to project a capable and trustworthy image. Self-starter by nature who manages workload, communications, and ownership of tasks. Commitment to excellence and high standards. High degree of personal integrity, maturity, and acute attention to detail. Strong analytical and problem-solving skills.
$85k-135k yearly 12d ago
Financial Aid Specialist
Cornish College of The Arts 3.9
Finance Planner Job 32 miles from Marysville
Cornish College of the Arts is looking for a Financial Aid Specialist to join their dynamic team. This role reviews and awards financial aid, provides counseling to current, prospective students and their families about financial aid and student accounts, and works closely with internal departments on wider goals such as continuing student retention. This position is represented by OPEIU Local 8. The mission of Cornish is to provide students aspiring to become practicing artists with an educational program of the highest possible quality, in an environment that nurtures creativity and intellectual curiosity, while preparing them to contribute to society as artists, citizens, and innovators. Cornish realizes this mission by offering baccalaureate studies in the performing and visual arts and by serving as a focal point in the community for public presentation, artistic criticism, participation and discussion of the arts. If you are looking for a culture that promotes and supports creative engagement, consider Cornish. In addition to a great culture, Cornish offers generous paid medical, dental, vision, long-term disability, paid time-off and holidays. Responsibilities Counsels and advises incoming and current students regarding their financial aid, in person and via Google Meets. Explain the Free Application for Federal Student Aid (FAFSA) including eligibility and filing issues. Answers questions about the financial aid packages and the timing of awards. Communicates with students regarding their eligibility and responsibilities as federal, state and institutional aid recipients. Explains the financial aid verification process and assist students and families with documents required to satisfy verification. Tracks, verifies, packages and processes awards. Provide counseling to students, prospective students, and families about educational finance options. Understands and complies with federal, state and institutional financial aid policies. Provides input to office policy and procedure decisions and working with departments, such as Admissions, Student Accounts, and Registrar's Office. Monitors PowerFAIDS for data accuracy from other sources at the college. Provides accurate information for annual compliance audits. Assists with monitoring external scholarship resources and processes external scholarship checks Updates internal communication documents and Compass. Other duties as assigned by the Director of Financial Aid. Basic Qualifications Bachelor's degree, or comparable combination of education and experience Excellent customer service, organizational and prioritization skills with attention to detail Demonstrated ability to work well with a diverse campus community Problem solving skills with flexible and team-orientated approach to financial aid processes Working knowledge of Microsoft Office and Google Suite, with emphasis on Excel and Sheets Preferred Qualifications One year of financial aid experience, or other enrollment offices at a four-year college Experience with Jenzabar and PowerFAIDS Familiarity with Washington state aid and federal aid Sensitivity to the arts and arts education Experience in a not-for-profit setting Department: Financial Aid Reports To: Director of Financial Aid Supervises: NA Pay Grade: Non-exempt; Full-time Compensation: $23.57 hr. Application Procedures Please submit the following items to our email, *******************: 1) Cover Letter or Letter of Interest 2) Resume or C.V. 3) Cornish Employment Application Form Cornish commits to demonstrating respect for individual expression and integrity; to promoting the equality of opportunity and rights of all persons within the community and to actively encouraging and maintaining the representation and inclusion of diverse cultures and backgrounds within the student body, faculty, staff and curricula. We believe that diversity refers to a number of human qualities and characteristics. National origin, race, gender, age, socioeconomic background, religion, sexual orientation and disabilities are characteristics that combine in unique ways, forming the multiple identities we all hold. Those diverse characteristics contribute positively to the environment of Cornish and to an education that accurately reflects and contributes to the complex interplay of art, culture and society. We hold ourselves responsible to fulfill the mission of Cornish by preparing students “to contribute to society as artists, citizens, and innovators,” and believe that the mission is best served by actively cultivating a positive environment in which to explore and express the diverse perspectives of a pluralistic society. Cornish College of the Arts is an equal opportunity employer intent on enriching the diversity of its faculty, staff, and students. Our goal is to create an intercultural learning environment comprised of people with varied experiences and perspectives. We strongly encourage applications from members of underrepresented groups for all open positions.
$23.6 hourly 7d ago
Financial Analyst
Hcltech
Finance Planner Job 27 miles from Marysville
The main function of an accountant is to analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization. A typical accountant is responsible for analyzing and communicating financial information for clients. Job Responsibilities: * Accurately prepare financial documents such as reports, journal entries and billing • Review accounting records, financial statements or other financial reports created by staff to assess accuracy, completeness, and conformance to reporting and procedural standards. • Document end-to-end processes in detail and at a high-level that can be leveraged by execution teams and for executive presentations. • Survey operations to ascertain accounting needs and to recommend and/or develop solutions to business and financial problems. • Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. * Partner cross functionally and drive collaboration across various teams including: Finance, Accounting, Operations, Business Development, Engineering, Compliance and other partners. Skills: • Verbal and written communication skills, attention to detail, and critical thinking. • Advanced ability to work independently and manage one's time. • Advanced ability to apply accounting and mathematical principles to work as needed. • Advanced knowledge of federal, state, and company policies, procedures and regulations as related to accounting. • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software. Advanced Excel user. *Knowledge of Microsoft systems preferred Required qualification · Minimum 8 years of experience with Excel - intermediate - navigate large data sets power pivots, pivot tables, vlookups. · Any years of experience with Power BI is a plus. · Minimum 8 years experience Powerpoint, outlook, teams, MSFT suite
$61k-93k yearly est. 5d ago
Senior Mfg Tooling Estimator/Financial Cost Planner (Tooling Projects)
Nextpit
Finance Planner Job In Marysville, WA
Senior Mfg Tooling Estimator/Financial Cost Planner (Tooling Projects) American Honda Motor Co. Marysville **What Makes a Honda, is Who makes a Honda** Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.” We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team. If your goals and values align with Honda's, we want you to join our team to Bring the Future! ** Location** Marysville, Ohio ** **Job Purpose**** Leads in the planning and development of budgetary estimates and quotations for equipment and tooling investment (hard cost) in support of both New Model and Business Plan engineering projects. ** **Key Accountabilities**** * Coordinate cost planning activities such as scope clarification, defining responsibility areas, developing timelines, and providing investment cost estimates and quotations for New Model and Business Plan projects. * Create and maintain historical cost tables with reference content for the purpose of generating and validating cost estimates. * Create and maintain hard cost indexes for all North America plants and departments, where applicable. * Develop and refine cost planning and control tools to ensure accuracy and efficiency in producing cost estimates and quotations. * Track plan vs. actual costs and report results analysis (during and at project close). * Support benchmarking analysis to identify and create action plans relating to internal cost improvements. Work with Procurement to establish and improve outside vendor lead time and cost targets with a ‘global best' perspective. ** **Qualifications, Experience, and Skills**** * Business or Accounting/Finance, Engineering Technology degree, or equivalent experience * 2-6 years' experience in cost planning, budgeting, or project management * Proficiency in MS Office and other data analysis/presentation tools. Strong knowledge of Microsoft Excel with experience using lookup and referencing, logic, and text formulas, and pivot tables. ** **Working Conditions**** * Minimal travel ( * Occasional visits to observe or support plant operations, requiring being comfortable on plant floor and other production areas. **Total Rewards:** • Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) • Paid Overtime • Regional Bonus (when applicable) • Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) • Paid time off, including vacation, holidays, shutdown • Company Paid Short-Term and Long-Term Disability • 401K Plan with company match + additional contribution • Relocation assistance (if eligible) **Career Growth:** • Advancement Opportunities • Career Mobility • Education Reimbursement for Continued Learning • Training and Development programs **Additional Offerings:** • Tuition Assistance & Student Loan Repayment • Lifestyle Account • Childcare Reimbursement Account • Elder Care Support • Wellbeing Program • Community Service and Engagement Programs • Product Programs • Free Drinks Onsite Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
$56k-105k yearly est. 5d ago
Senior Financial Planner
Range Finance, Inc.
Finance Planner Job 32 miles from Marysville
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people! **About the role** We're looking for an experienced financial planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. **What you'll do with us** * Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals * Build and implement iterative financial plans and wealth strategies * Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an active part of a collaborative team and share best practices * Assist our engineering and product teams with prioritizing and creating product plans and roadmaps * Research and present investment strategies * Coordinate tax filing and estate planning **What will set you apart** * Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar * 5-8+ years experience in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant experience in delivering financial advice directly to consumers * Exceptional investment acumen and knowledge of broader planning topics * Significant experience using financial services technology * Interest in or passion for the tech space, and a desire to change the industry * Strong organizational, leadership, and written communication skills * BS or BA in Finance, Accounting, or other related major preferred **Benefits** * Comprehensive health coverage: Medical, dental and vision * 401k plan * Technology allowance * Hybrid work environment opportunities available for select employees * PTO * Top of Market Pay * Paid parental leave * In-person team & company events Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
$56k-105k yearly est. 18d ago
Financial Planner
Robert W. Baird & Co.Orporated 4.7
Finance Planner Job 32 miles from Marysville
This role will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists. As a Financial Planner, you will: Interact with Financial Advisors to provide ongoing research and assistance for existing clientele. Create and develop Baird Wealth Plan drafts and various financial analyses. Provide education to Financial Advisors in a group setting and to individuals as needed. Perform special projects and assignments as required. Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams. What makes this opportunity great: Strong work-life balance is promoted. Team of associates passionate about achieving great results for clients that give back to the communities where we live and work. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership A strong, stable employee-owned firm recognized as a great place to work since 2004. What we look for: Bachelor's degree in related field, or degree in unrelated field and relevant work experience. Strong computational, mathematical and analytical skills. Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire. Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. Training and resources to be provided and paid for by Baird. Close attention to detail. Great organizational skills. Someone who is very team-oriented. Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus. Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development. Additional Details: Compensation Information: $50,000-$72,000 annual salary* Bonus potential of up to 5% of base salary *Compensation and bonus are commensurate with experience, performance, and/or firm profitability Additional benefits include: Medical/Dental/Vision B/Well programs Competitive bonding leave HSA Contribution FMLA EAP 10 paid holidays and competitive PTO package Life and disability insurance Retirement - 401k match and profit-sharing Tuition Reimbursement Accepting applications on a rolling basis. #DI #LI-CM1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$50k-72k yearly 14d ago
Financial Paraplanner
National Association of Personal Financial Advisors
Finance Planner Job 50 miles from Marysville
3/11/2024 Trail Financial Planning LLC Elizabeth Snyder 214 N. Commercial Street, Suite 100 Bellingham, WA 98225 Phone: ********** ********** Email Overview: We are seeking a highly skilled and dedicated Financial Planning Paraplanner to join the team at Trail Financial Planning (AKA Trail FP). The paraplanner will manage the central hub of a client's planning - the Annual Renewal Meetings, also known as the ARM. Our ideal person will also act as the “Director of pro-activity,” supporting clients and advisors as they prepare for, engage in, and reflect on an inspiring financial planning experience Responsibilities: * Schedule meetings with individual clients * Prepare internal meeting notes and draft versions of client-facing notes * Update the financial planning software and analyze client information * Participate in meetings as a note-taker * Prepare internal meeting notes and draft versions of client-facing notes * Manage advisor and client follow-up work and activities * Manage the flow of meeting preparation for all clients of Trail FP * The position is a dedicated support position to the clients and advisors of Trail Financial Planning. Compensation: * $50,000 - $60,000/year depending on experience (W2 position) * Time: 40 hours/week * Benefits: + Flexible time off + 3-4 weeks per year paid time off + Health Care comp: $300/month to each full-time employee of Trail FP + Retirement Plan: 401k plan with employer matching (100% of 1st 3% of employee contributions, 50% of the next 2%) + All benefits begin after 6-months of employment Schedule: * Working hours are during the regular work week (M-F, 8-5). There may be some work (client meetings) that extend past 5:00 PM. Attendance at those meetings will be encouraged, but not mandatory. Location: * The work will be an in-person role in Bellingham, WA. Some work may be done remotely based on conversations with your supervisor. Time off: * The Trail FP calendar is flexible. Time off is scheduled and agreed upon ahead of time. Candidate Experience: * Experience in a financial advisory/paraplanning role is preferred * Experience in a professional setting (whether physical or virtual) is preferred * Bachelor's degree (any major) is required * Candidate Skills and Competencies * Financial Literacy. General familiarity with personal finance concepts. * Analytical Skills. Ability to interpret and analyze financial documents such as a paycheck, an investment account statement, or an insurance policy. * Software Experience. Some familiarity with financial planning software is preferred. We use Right Capital as our primary planning software * Communication skills: A desire to use your strong verbal and written communication skills * Record-keeping: An appreciation for the importance of tracking all thinking. * Systems: An appreciation for good systems to manage a complex set of tasks. The ideal candidate would have experience in designing or refining such systems. * Attitude and Values + Humility: You are willing to ask for assistance. + Team-work: You appreciate working with others towards a common goal. We like the African proverb, “If you want to go fast, go alone. If you want to go far, go together.” + Non-judgmental: Trail FP believes in people. People all have their own stories and motivations. We seek to first understand people, and assume the best intentions. We expect all members of the Trail FP team to interact with others in such a fashion. About Trail Financial PlanningTrail Financial Planning LLC (TrailFP) is a fee-only financial planning/investment management firm. We believe that money should support great living and great lives, and not the other way around. Our service is called “Financial Life Planning.” We specialize in working with those from the helping professions such as therapists, teachers, firefighters, and medical professionals. John Chesbrough CFP and Elizabeth Snyder CFP co-founded Trail FP in 2017. John and Liz are lead planners. Kim Miller, our Client Services Associate, joined our team in 2021. Our firm currently serves about 90 individuals and families. Our clients are primarily located in Bellingham, WA, although we serve clients around the world. For more information about Trail FP or to apply for this position, please visit our website at ****************
17d ago
Investment Property Specialist
Havium, Inc.
Finance Planner Job 32 miles from Marysville
We are looking for an ambitious Investment Property Specialist team member with a passion for real estate and passive income investing. Candidates should be driven to continue learning about real estate, share knowledge and expertise with others, and help clients invest in the best properties to achieve their investment goals. As an Investment Property Specialist, you will be out in the field developing relationships with leads and expanding relationships with existing clients by sharing market trends and updates, along with currently available opportunities. Havium handles the advertising and logistics, so you can focus on what you love about building relationships, investing in real estate, developing business, and assisting clients in creating their new passive income streams. The ideal candidate will have a strong interest in real estate investment, a comfort with numbers, and be passionate about learning, communicating, and building relationships. Candidate must be organized, honest, and a hard-working self-starter. Seattle, WA **Responsibilities** **In this role you will:** * Conduct and cultivate outbound and inbound lead generation * Conduct software demos with prospective clients, showcase the power and simplicity of Havium's approach to data analytics and real estate investing, onboard new clients * Review real estate investment opportunities daily, curate and send matching recommendations to your clients based on their investing goals and parameters * Assist clients with structuring optimal offers, oversee offer process, attend acquisition events, inspections, property management walkthroughs, on behalf of your clients * Review ongoing performance of Havium investment properties, oversee lease, maintenance and property management, generate reports and meet with clients regularly to discuss performance * Build relationships with, and expand our network of service providers and referral partners, including property managers, 1031 exchange facilitators, wealth advisors, and accountants **Qualifications** **The ideal candidate is:** * A Hustler - Driven to succeed and determined to impress your clients and colleagues * Brilliant Teammate - Works efficiently with partners, and on solo projects * Mission Focused - Believes in Havium's mission to help our clients * Hard Worker - Willing to take on challenges, and get things done * Good Communicator - Excellent interpersonal and communication skills * Organized - Ability to support multiple time-sensitive projects and demands * Perpetual Learner - Enthusiasm for learning new tech and investment strategies * Prepared with the Basics - Ethical, moral, friendly, honest and trustworthy **Benefits** * Competitive compensation structure with potential rewards for top performers including bonuses, stock options, and advancement opportunities * Opportunity to join a fast-growing proptech startup with state-of-the-art software and a mission to change the world of real estate investing * Direct access to founders and senior level management with an opportunity to share your ideas * Paid training, mentoring, and continuing education, to support your success and advancement opportunities * We cover MLS dues, license renewal fees, association fees, marketing, and more
$84k-150k yearly est. 18d ago
Private Equity Analyst
Longeron
Finance Planner Job 27 miles from Marysville
Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy Longeron includes an advisory group with both capital and expertise to support the future success of the business Job Description Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools. Responsibilities This job will be demanding and we ask that you only apply once you clearly understand the scope. Deal Sourcing (60%) The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database. A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company. Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation. Deal Evaluation (40%) Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms. Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure. Qualifications Hard working individual that is willing to do everything from database management to financial modeling Motivated to work in finance Strong oral and written communication skills Detail oriented person with a high quality standard Comfortable working in a team and independently Comfortable with Microsoft Excel Additional Information All your information will be kept confidential according to EEO guidelines.
$87k-142k yearly est. 60d+ ago
COUNTRY Trust Bank Financial Advisor
Country Financial 4.4
Finance Planner Job In Marysville, WA
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We're looking for ambitious and established candidates who want to own their business and want to help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are in business for themselves but not by themselves and: * 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 without a required buy-in and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. 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* 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 Financial Advisor experience * 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. For nearly 100 years, 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 required 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.
$65k-95k yearly est. 52d ago
Finance and Equity Analyst
DBA Carta, Inc.
Finance Planner Job 32 miles from Marysville
The Company You'll Join Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. For more information about our offices and culture, check out our Carta careers page. The Problems You'll Solve * Validate and properly segment 409A Valuation requests. * Manage the delivery responsibility of 409A Valuations for Carta's earliest-stage customers. * Support the customer-facing process for requesting 409A Valuations. * Assist customers with low-complexity, high-volume financial reporting inquiries. * Prepare qualified small business tax exemption, or 'QSBS', attestation letters. * Assist Equity Advisors with equity compensation tax projection vetting and preparation. * Collect and process the financial metrics, KPIs, capitalization tables and articles of incorporation, or 'AOIs', for the portfolio companies of venture capital funds. * Participate in discussions that drive operational improvements for the team. * Provide feedback to engineering and product via testing, bug reporting, etc. The Team You'll Work With The Equity Platform business unit at Carta includes a diverse set of services, including Valuations, Financial Reporting (or ASC 718), Equity Advisory, Qualified Small Business Stock ('QSBS'), Portfolio Insights, and Capital Call Lines of Credit ('CCL'). These services are connected in various ways; for example, Carta's 409A Valuations determine the strike price of employee options, which not only feeds into ASC 718's stock-based compensation expense, but is a focal point of tax planning conversations with Carta's Equity Advisory team. The narrative of these tax planning conversations can shift depending on whether the employee's company is QSBS eligible, which also impacts the capital gains tax implications for Portfolio Insights customers; additionally, these customers are afforded flexible investment decisions with the assistance of Carta's CCL product. As a Finance and Equity Analyst, you'll participate in a twelve-month rotation serving various parts of Equity Platform, including but not limited to preparing 409A Valuations, advising customers on financial reporting, preparing tax projections, and aggregating financial statements for Venture Capital investors. Finance and Equity Analysts will be assigned a dedicated team upon successful completion of the L1 rotation. About You * Bachelor's degree in Accounting, Finance, Economics or a related field * Comfortable learning quickly and taking on new challenges * Able to address finance-related and accounting questions in a clear and concise manner * Knowledge of financial statements and common financial concepts * Experienced with multi-tasking and able to balance dozens of projects at any given time * Highly organized with a strong attention to detail * Possess a helpful and professional attitude with excellent verbal and written skills * Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems At Carta, you're not just an employee. You're a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. Salary Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: * $71,250 in Seattle, WA We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from ************* domain.
$71.3k yearly 13d ago
Financial Advisor
Northwestern Mutual 4.5
Finance Planner Job 32 miles from Marysville
Becoming a Financial Advisor 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
$55k-94k yearly est. 31d ago
Financial Advisor
RK Partners 4.6
Finance Planner Job 32 miles from Marysville
Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
$44k-80k yearly est. 38d ago
Corporate Financial Analyst IV
Association Trends
Finance Planner Job 32 miles from Marysville
Education Expand Show Other Jobs Job Saved Corporate Financial Analyst IV Fred Hutchinson Cancer Center Details **Posted:** 01-Dec-24 **Internal Number:** 28680 Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington. With a track record of global leadership in bone marrow transplantation, HIV/AIDS prevention, immunotherapy and COVID-19 vaccines, Fred Hutch has earned a reputation as one of the world's leading cancer, infectious disease and biomedical research centers. Fred Hutch operates eight clinical care sites that provide medical oncology, infusion, radiation, proton therapy and related services, and network affiliations with hospitals in five states. Together, our fully integrated research and clinical care teams seek to discover new cures to the world's deadliest diseases and make life beyond cancer a reality. At Fred Hutch we value collaboration, compassion, determination, excellence, innovation, integrity and respect. These values are grounded in and expressed through the principles of diversity, equity and inclusion. Our mission is directly tied to the humanity, dignity and inherent value of each employee, patient, community member and supporter. Our commitment to learning across our differences and similarities make us stronger. We seek employees who bring different and innovative ways of seeing the world and solving problems. Fred Hutch is in purs uit of becoming an anti-racist organization. We are committed to ensuring that all candidates hired share our commitment to diversity, anti-racism and inclusion. We are seeking a highly skilled and experienced Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. The Senior Financial Analyst will be responsible for providing in-depth financial analysis, budgeting, and forecasting. The Senior Financial Analyst position collaborates closely with various departments to ensure accurate financial reporting, supports key decision-making processes, and drives financial performance improvements. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial data in a clear and actionable manner. **Responsibilities** * **Financial Analysis & Reporting**: Analyze monthly, quarterly, and annual financial statements to provide insights on financial performance. Track financial performance against targets, analyze variances, and identify trends to enhance the decision-making process and performance management. Manage multiple reports, dashboards, and metrics that monitor performance, provides actionable insights, and track progress against goals. * **Budgeting & Forecasting**: Lead and participate in the development of annual budgets and periodic forecasts, by partnering with business leaders across departments, ensuring they align with corporate objectives. Monitor and adjust as needed based on evolving business conditions. * **Business Partner Support:** Serve as the primary financial advisor to business units, guiding decision-making through data-driven insights and financial expertise. Develop a deep understanding of each unit's operations to support their financial needs. * **Data Interpretation & Decision Support**: Provide financial modeling and analysis to support strategic initiatives, including new investments and other business opportunities. * **Project Management:** Lead or support financial aspects of cross-functional projects, ensuring timely delivery of financial data and insights. Develop project timelines, manage deliverables, and coordinate resources to support initiatives. Analyze project outcomes and recommend improvements for future initiatives. * **Process Improvement**: Conduct complex analyses and present findings. Participate in cross-functional teams to identify and implement improvements to enhance accuracy, efficiency, and transparency. Develop metrics to measure process effectiveness. Mentor junior analysts in process improvement techniques. * **Compliance**: Ensure all financial activities are following corporate policies and relevant regulations. * **Ad Hoc Analysis**: Conduct special projects and ad hoc financial analysis as needed to support senior management and corporate initiatives. * Other duties as assigned **Qualifications** **MINIMUM QUALIFICATIONS:** * Bachelor's degree in Finance, Accounting, Economics, or a related field required. * Minimum 7 years of experience in financial planning, budgeting, and analysis. **PREFERRED QUALIFICATIONS:** * Strong analytical skills, attention to detail, and the ability to communicate complex financial data in a clear and actionable manner. * Expert-level proficiency in financial modeling and Excel. * Extensive experience with ERP systems, financial planning tools, and business intelligence software for creating dashboards and visual reports (e.g., Tableau, Power BI) and with database tools (e.g., SQL Server, Access). * Excellent communication and presentation skills to interact effectively with business partners and stakeholders. * Ability to articulate financial insights to enhance understanding among diverse teams. * Ability to work independently and manage multiple projects and work as part of a team. *A statement describing your commitment and contributions toward greater diversity, equity, inclusion, and antiracism in your career or that will be made through your work at Fred Hutch is requested of all finalists.* The annual base salary range for this position is from $107,536.00 to $169,956.00, and pay offered will be based on experience and qualifications. Fred Hutchinson Cancer Center offers employees a comprehensive benefits package designed to enhance health, well-being, and financial security. Benefits include medical/vision, dental, flexible spending accounts, life, disability, retirement, family life support, employee assistance program, onsite health clinic, tuition reimbursement, paid vacation (12-22 days per year), paid sick leave (12-25 days per year), paid holidays (13 days per year), paid parental leave (up to 4 weeks), and partially paid sabbatical leave (up to 6 months). **Our Commitment to Diversity** We are proud to be an Equal Employment Opportunity (EEO) and Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) Employer. We are committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We do not discriminate on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability (physical or mental), marital or veteran status, genetic information, sexual orientation, gender identity, political ideology, or membership in any other legally protected class. We are an Affirmative Action employer. We encourage individuals with diverse backgrounds to apply and desire priority referrals of protected veterans. If due to a disability you need assistance/and or a reasonable accommodation during the application or recruiting process, please send a request to Human Resources at ******************* or by calling ************.
4d ago
Financial Advisor
Ameriprise Financial 4.5
Finance Planner Job 32 miles from Marysville
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary 52,900 - 65,478 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$34k-49k yearly est. 16d ago
Financial representative
Modernwoodmen 4.5
Finance Planner Job 32 miles from Marysville
Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America** Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. * Our representatives provide financial guidance and products to help members protect their families and their futures. * Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. * Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. **About you** * Show integrity and character. * Demonstrate leadership skills. * Team-oriented. * Focus on results/success driven. * Can or have overcome adversity. * Grow by helping others. * Show volunteer spirit in the community. * Look for self-improvement opportunities. * Enjoy building long-term relationships. * Credible, trustworthy and honest. **Education and training** Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. **Qualifications** * Passion for bettering members' financial lives. * Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). * Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. **Benefits and perks** * Paid medical and dental insurance. * 401(k) retirement plan with company match. * Noncontributory pension plan. * Group term life insurance. * Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
5d ago
Financial Representative - State Farm Agent Team Member
State Farm Mutual Automobile Insurance Company 4.4
Finance Planner Job 22 miles from Marysville
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Fall Intern - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. **Responsibilities** * Work with the agent to establish and meet marketing goals. * Maintain a strong work ethic with a total commitment to success each and every day. **As an Agent Team Member, you will receive...** * Hourly pay * Flexible hours * Valuable experience * Growth potential/Opportunity for advancement within my agency **Requirements** * Interest in marketing products and services based on customer needs * Excellent communication skills - written, verbal and listening * Organizational skills * Self-motivated * Proactive in problem solving * Pride in getting work done accurately and timely * Ability to work in a team environment * Achieve mutually agreed upon marketing goals If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Earn benefits and rewards that are second to none
$34k-39k yearly est. 19d ago
Senior Financial Advisor
Bryn Mawr Capital Management 4.4
Finance Planner Job 32 miles from Marysville
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. This role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base. Job Responsibilities: Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions. Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives. Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS. Collaborate with the Private Banking team to further deliver banking solution to clients. Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence. Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform. Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.) Represent BMCM at outside/professional organizations. Support the mission, strategy, and values of BMCM. Additional responsibilities as required. Minimum Requirements: 4-year college degree in business administration, finance or a business related major is highly preferred. Must have experience with portfolio management, financial planning and custodial platforms. Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced certifications preferred. Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems. Must have 7-10 years of experience in advisory business, financial planning role and advising. Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required. Must be professional with a well-polished demeanor. Must have strong interpersonal and communication skills (written and verbal). Must have the ability to work with independently and with a team. Must have the ability to work quickly, multi-task and meet deadlines. Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision. Must have no disclosures on Form U-4. WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$62k-80k yearly est. 60d+ ago

Learn More About Finance Planner Jobs

How much does a Finance Planner earn in Marysville, WA?

The average finance planner in Marysville, WA earns between $42,000 and $139,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average Finance Planner Salary In Marysville, WA

$77,000

$42,00010%

$77,000Median

$139,00090%

What are the biggest employers of Finance Planners in Marysville, WA?

The biggest employers of Finance Planners in Marysville, WA are:

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Finance Planner Jobs in Marysville, WA

Financial Advisor - No Experience Required

Financial Advisor Assistant

Financial Advisor

Financial Aid Specialist

Financial Analyst

Senior Mfg Tooling Estimator/Financial Cost Planner (Tooling Projects)

Senior Financial Planner

Financial Planner

Financial Paraplanner

Investment Property Specialist

Private Equity Analyst

COUNTRY Trust Bank Financial Advisor

Finance and Equity Analyst

Financial Advisor

Financial Advisor

Corporate Financial Analyst IV

Financial Advisor

Financial representative

Financial Representative - State Farm Agent Team Member

Senior Financial Advisor

Learn More About Finance Planner Jobs

How much does a Finance Planner earn in Marysville, WA?

What are the biggest employers of Finance Planners in Marysville, WA?