Finance Planner Jobs in Portland, OR

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary As a Wealth Manager with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: highly self-motivated and self-disciplined with the ability to work effectively and independently outgoing personality with the ability to develop relationships and a sincere desire to help others fearless, positive attitude, and willingness to be accountable for results organized, detail-oriented, and excellent time-management skills desire for continuous learning good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner MassMutual was founded on May 15, 1851. And from the beginning, we've had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It's behind everything we do and every decision we make. It's how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most. Desired Skills & Experience · Bachelor's degree - Finance or business discipline preferred or equivalent work experience · Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire) · Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations · Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling) · Positive, customer focused attitude with a desire to exceed customer expectations' '

About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The Advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here ** While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Schedule: Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 4 years (Preferred) Ability to Commute: Portland, OR 97201 (Preferred) Ability to Relocate: Portland, OR 97201: Relocate before starting work (Required) Work Location: In person.

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including: * Life insurance. * Annuities (fixed, indexed, variable). * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory platform * Buffered and traditional UIT's As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K. REQUIRED SKILLS AND EXPERIENCE - At least 1-2+ years of experience selling financial products and insurance or an internship in the industry - This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately - Need to have either of the two combinations: - Series 6 and 63, with either 65 or 66 - or Series 7 (and 63 if state requires it) with either 65 or 66 - Outgoing personality and sharp communication skills to be able to build and maintain client relationships

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. Get more out of your career with a company that invests in YOUR success - Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify customers · Identifying external prospects and expanding new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: · FINRA Series 7, 63 (Required) · State Life & Health Insurance License of state where applying · Strong sales, marketing, and business development skills · 2 years of experience in finance, insurance and/or banking Really catch our eye with: · FINRA Series 65, or 66, preferred · College degree, preferred What we give you in return: Cetera Investment Services, LLC. is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 450 institutions with assets ranging from $15 million to $100 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients Cetera Financial Group is a fast growing company that is in the midst of tremendous change. Our jean friendly culture is one that expects all the highest quality customer service that will turn our clients into raving fans. Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit ***************************** * "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

LHH is working with one of our favorite long term clients to hire again!!! This role is Onsite in Portland, OR (not open to remote out of state) and requires working knowledge of Inventory or Manufacturing. Financial Analyst Compensation: $90-110K all in 7% retirement package More than 3 weeks PTO Generous and Comprehensive healthcare package - employee rates have not increased in 5 years! Health club reimbursement; donation matching, STD, LTD Have their own credit union Hours/Schedule: Onsite 40-50 hours weekly Job includes: Budgeting and Forecasting (25%), Analytics of Performance and Reporting (75%) Supports variable overhead and fixed cost analysis, tracking of indirect expenses and labor Inventory - valuation, reconciliation in the GL, Forecasting inventory quantities Includes elements of Accounting and Cost, but more focused on the Financial Analysis Collaboration and Communication with Operations, Supply Chain, Production We are looking for: BS Degree in Accounting, Finance, Economics. Could consider Engineering Degree. MBA strongly preferred 2-5 years of experience in a similar role - demonstrates the ability to do this job Manufacturing industry experience preferred; must have working knowledge of tangible products/inventory Must be someone who matches the cultural notes below Cultural notes: We are looking for a driver personality; someone with their eye on growing within the company A critical thinker, Attributes of curiosity, and a temperament for collaboration Asks questions, digs in and researches sometimes, but also willing to learn from those around them To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************

Triple Oak Power LLC (“TOP”) was founded in 2020 with deep roots in the renewable energy industry, and is a portfolio company of Energy Capital Partners, an investment platform that has deployed over $19 billion in the energy space. TOP's core business is the development and sale of onshore wind energy and related energy generation projects. TOP's vision is to be a leading sustainable energy development platform with a track record of consistently generating value for project owners, power purchasers, landowners, and local communities. In times of volatility, we find ways to identify opportunities and execute on sustainable solutions.TOP is headquartered in Portland, Oregon. About the Role Triple Oak Power is hiring an Analyst to help drive the development and sale of a robust pipeline of renewable energy projects. TOP's Analyst Program gives recent graduates hands-on experience to develop technical skills and a detailed understanding of the renewable energy industry. This program gives the Analysts the opportunity to lead projects within the development or commercial execution functions, exposure to different company executives and aspects of the business, and mentorship opportunities. TOP team members wear multiple hats, and the Analyst will participate in and have exposure across many aspects of the renewable energy value chain. This position will give a motivated candidate with quantitative and transactional skills the opportunity to make a concrete difference in advancing the United States' clean energy transition. Key Responsibilities Assist in performing financial modeling and valuations of TOP's renewable projects and potential acquisition targets Review reports from third party consultants including independent engineers, insurance, and transmission consultants Maintain an up-to-date view on the renewable project finance landscape Research, write and present financial and industry analyses in support of TOP management decisions Perform internal project diligence and identify risk on M&A transactions Participate on cross-functional teams in developing business case analyses and executing transactions Provide ad hoc support to other TOP teams such as Development, Legal, and Operations Required Qualifications Strong work ethic and commitment to professionalism with a team player mentality Demonstrated leadership, communication, and organizational skills Comfortable communicating contrarian viewpoints Strong technical and analytical skills Familiarity with PowerPoint, Word, SharePoint, and Excel Demonstrated interest in or the desire to learn about renewable energy Willing to travel as necessary Preferred but not required Coursework or internship experience in economics, finance, environmental science and/or engineering 0-3+ years' experience in project finance, banking, public accounting, M&A or similar position, preferably in renewables / Energy & Power sector Application Please send your resume and cover letter expressing your interest to *********************** The position will be based in Portland, Oregon Triple Oak offers a competitive salary and benefits package including health insurance and 401(k) match programs. TOP is an equal opportunity employer. Diversity of all kinds is a key pillar of TOP's mission, and candidates from backgrounds underrepresented in the renewable energy sector are strongly encouraged to apply. TOP cannot sponsor nonimmigrant visas for this position (H-1B, TN, E-3, etc.) and is seeking candidates who won't require sponsorship.

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan. Job Summary As an Investment Analyst within Campbell Global you will be responsible for end-to-end research, analysis, and financial modeling of domestic and international timberland investments. In this role you will have responsibility for both new transactions and acquisitions and existing assets. Job Responsibilities Prepare and maintain DCF financial models in Excel based on an underlying operating model of timberland and/or operating assets provided by forestry subject matter experts. Work with legal, accounting, and banking partners to accurately model deal cash flows, including capital structure and taxation of international and domestic timberland investments. Perform investment risk analysis utilizing Monte Carlo and/or scenario analysis. Utilize internal and external market research to analyze financial and timberland markets for transaction, portfolio management, and business development purposes. Required Qualifications, Capabilities, and Skills An undergraduate degree with a concentration in Finance, Accounting, or Forestry. 3 years of investment banking or transaction advisory experience Knowledge of finance, accounting, and forestry Background in analyzing private equity investments that target natural resources, real estate, or infrastructure. Competence in building and developing complex financial models and understand the private market deal process Excellent analytical skills, attention to detail, and strong organizational skills Outstanding written and verbal communication skills Strong proficiency in Excel

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan. Job Summary As an Investment Analyst within Campbell Global you will be responsible for end-to-end research, analysis, and financial modeling of domestic and international timberland investments. In this role you will have responsibility for both new transactions and acquisitions and existing assets. Job Responsibilities Prepare and maintain DCF financial models in Excel based on an underlying operating model of timberland and/or operating assets provided by forestry subject matter experts. Work with legal, accounting, and banking partners to accurately model deal cash flows, including capital structure and taxation of international and domestic timberland investments. Perform investment risk analysis utilizing Monte Carlo and/or scenario analysis. Utilize internal and external market research to analyze financial and timberland markets for transaction, portfolio management, and business development purposes. Required Qualifications, Capabilities, and Skills An undergraduate degree with a concentration in Finance, Accounting, or Forestry. 3 years of investment banking or transaction advisory experience Knowledge of finance, accounting, and forestry Background in analyzing private equity investments that target natural resources, real estate, or infrastructure. Competence in building and developing complex financial models and understand the private market deal process Excellent analytical skills, attention to detail, and strong organizational skills Outstanding written and verbal communication skills Strong proficiency in Excel

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.

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

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.

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

Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits. #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role * Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. * Actively participate in benefit fairs and new employee orientations. * Participate in the annual plan review and financial education planning process. * Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates * Meet with participants and eligible employees to educate employees regarding plan participation. * Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: * This is a salary paid position with bonus potential * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for * High school diploma or GED required; Bachelor's Degree preferred * Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required * CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits. #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company

**_What Financial Planning & Analysis 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. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_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:** $79,700 - $113,800 **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:** 3/6/2025 *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. _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 (***************************************************************************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We're a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Vancouver - 101 E 6TH ST (WA9101) Pay and benefits information Pay range$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 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 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 *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 ***************

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER