Associate Financial Advisor
Mount Vernon, WA job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1616 N 18th Street, Suite 140, Mount Vernon, WA
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $80200.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Peoplesoft Administrator
Seattle, WA job
Understanding the Peoplesoft Finance
Execute security related processes to update/maintain the PeopleSoft security structure.
Create and maintain PeopleSoft dynamic security groups, user setup, and roles and dynamic queries.
Responsible for synchronizing security roles and permissions to portal menu navigation, updating user profiles based on transactions processed, and processing approved system security access requests and changes. Maintain Query Access Manager and test potential security system changes before moving new methods to production.
Evaluate PeopleSoft upgrades for impact on configuration and mitigates unintended consequences and maintains functional documentation for the PeopleSoft security configuration and processes.
Respond to inquiries from internal and external auditors.
Maintain and troubleshoot module related interfaces and maintain and update module foundation tables.
Manage workflow and troubleshoot errors.
Experience configuring and implementing Process Groups, Web Libraries, Web Services ;
Experience with PeopleSoft reporting tools including Crystal, nVision, Query, and BI Publisher.
Experience single signon configuration and LDAP/Active Directory integration;
Experience working with Database and Network Administrators to ensure that security requirements are accurately enforced throughout the underlying infrastructure;
Working knowledge of and experience with all aspects of the security audit process;
Experience in Compare reports for upgrade and retro fit Custom Security roles and permission lists
Base Salary Range: $120,000 - $170,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Director, IT Operations
Seattle, WA job
If you value loyalty and integrity, are a results-oriented leader with a passion for excellence, a commitment to fostering a collaborative culture, and a desire to shape the future of a thriving organization, we invite you to explore this exciting opportunity!
We are seeking a talented, dynamic leader to join our executive team in the role of Director, Technology Operations. This individual will oversee all aspects of the company's information technology, including network, cybersecurity, and related infrastructure operations. Reporting directly to the COO, the Director will collaborate with the executive team to define and execute a technology roadmap that supports the company's business goals. The successful candidate must align with our company's values and culture and demonstrate the leadership qualities to empower and inspire their teams.
Key Qualifications:
Cultural Fit: The most crucial aspect of this role is the ability to blend seamlessly into our company culture, which values collaboration, innovation, and integrity. The ideal candidate should be open to aligning with our established business model (i.e., learn and understand why we do things the way we do them before suggesting improvements).
Intellectual Curiosity: You must genuinely desire to understand the finer details of the business. You should demonstrate an ability to dig deep into processes, strategies, and data, consistently seeking out opportunities for improvement and innovation. Intellectual curiosity drives your approach to problem-solving and strategic execution.
Client-Facing Skills: You may have the opportunity to represent the company in external engagements, definitely on a daily basis and likely as a contributor in quarterly meetings with client representatives. Communicating effectively and developing long-term relationships built on trust and mutual respect is important.
People and Management Skills: Leadership excellence is paramount. We are looking for an individual who can lead, manage, and develop high-performing operational teams. You should demonstrate empathy, adaptability, accountability and the ability to inspire and influence at all levels of the organization. A strong track record in managing diverse teams and driving results is required.
Key Responsibilities:
Working out of our Seattle office, your primary focus as the Director is overseeing and managing NWA's IT operations, ensuring efficiency, security, and alignment with business goals.
Oversee and manage all IT operations, including network and data center security, data management, cybersecurity, and technical support areas
Develop and implement IT operations policies and best practices
Manage, lead, and provide guidance to the IT operations team
Collaborate with stakeholders to define business and systems requirements for new technology implementations, using both waterfall and agile methodologies.
Ensure effective and efficient delivery of IT operational services
Facilitate the annual strategic IT planning process to include major priorities, risks, and budgetary considerations.
Plan and manage budgets related to IT operations
Ensure all IT operations activities are performed within the parameters of applicable laws, codes, and regulations
Evaluate technology risks and ensure NWA's disaster recovery plan remains up to date
Continually evaluate current company technology and infrastructure; and recommend changes as necessary
Maintain a strong focus on cyber security to ensure our systems, network and processes are secure.
Support critical systems and respond to operational needs outside of standard business hours, including evenings and weekends when necessary.
Who you are:
Ethical & Credible: You exemplify high ethical standards, trustworthiness, and honesty in your personal and professional life.
Loyal & Committed: Your work history demonstrates stability, dedication, and reliability.
Experienced. While specific industry experience is less critical, a minimum of 10 years' relevant experience (i.e., Manager, Director, Sr. Director, of IT operations, etc.) is required. A deep expertise in IT architecture, infrastructure management, cybersecurity, and emerging technologies.
Educated. BS degree in Computer Science, Information Systems, or related field experience. MBA preferred.
Successful. Proven history of driving digital transformation and implementing cloud-based solutions. Exceptional communication skills, with the ability to engage and align both technical and non-technical stakeholders.
Strategic Leader. Ability to think both strategically and tactically, with a long-term vision for company success. Strong leadership and team-building skills, with a track record of developing and leading high-performing IT operations teams.
Why join our leadership team:
We offer a rare opportunity for an accomplished visionary executive to join a highly respected third-party benefits administrator with a 66-year legacy of delivering exceptional service. As we embark on the next phase and plan for our future, we are seeking dynamic leaders who are energized by strategic challenges and poised to drive transformative change.
What We Offer:
Competitive Salary & Benefits: Salary range $162,000 - $219,000. A comprehensive benefits package, including health, dental, vision, 401(k), and more.
Professional Growth: Opportunities to lead transformative initiatives and work with a dedicated team of professionals.
How to Apply:
To apply for the Director, IT Operations position, please submit your resume, cover letter, and any relevant portfolio work to Kelly Johnson at *********************. We look forward to learning how your expertise can shape the future of NWA.
NWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Windows Mobile App Developer
Seattle, WA job
Must Have Technical/Functional Skills:
• 10+ years of experience as a Windows Mobile App Developer
• Strong Experience in Universal Windows Platform (UWP) Mobile App Development
• Strong experience in languages and technologies of the C#, XAML, MVVM, Object Oriented Programming
• Familiarity with the Service Oriented Architecture and Software Testing
• Strong domain knowledge in Manufacturing Industry / Automotive / Aerospace Industry
• Experience in developing software with Agile methodologies
Roles & Responsibilities:
• Responsible for Design, build and maintain advanced applications for the Windows platform
• Responsible for working with outside data sources and API's and Unit-test code for robustness, including edge cases, usability, and general reliability.
• Responsible for Identify and analyze user requirements, Prioritize, assign and execute tasks throughout the software development life cycle.
• Responsible for Developing Mobile based applications, Write well-designed, efficient code, Review, test and debug team members' code, Design database architecture.
Base Salary Range: $110,000 - $140,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Portfolio Manager
Shoreline, WA job
The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers.
Essential Job Functions
Responsible for the credit and monitoring of portfolio risks
Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers.
Conducts preliminary evaluation and underwriting of loan proposals terms sheets.
Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals
Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs
Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business.
Requests all third party appraisals, environmental reports, and ensures all are within compliance.
Identify areas of concern pertaining to a loan and discuss with Account officers
Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval.
Primary contact for coordinating information between client and internal departments in the loan process.
Responsible for communication and finalizing loan closing.
Responsible for overseeing renewals, document tickler and covenant tracking of loans.
Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner.
Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner.
Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities.
Troubleshoot, report, and manage activity on delinquent accounts at the various intervals
Generate and provide requested reports as necessary on Team's loan portfolio
Participate in team sales calls and attend external events and activities in a business development role.
Qualifications/Requirements
Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required.
Prior working experience with loan underwriting is required.
Formal credit training is required.
Ability to analyze financial and project statement, corporate and personal tax returns.
Understanding of basic loan structure processes and regulations associated with lending
Strong understanding of loan documentation criteria
Excellent verbal and written communication skills;
Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
Excellent interpersonal, customer relations and sales skills
Ability to demonstrate being a self-starter, well-organized, detail-oriented
Strong team work ethics is required
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to work well independently and in a fast-paced environment
Travel within the local market may be necessary
Senior Administrative Assistant / Receptionist
Seattle, WA job
Application Deadline: 12/30/2025 Address: 520 Pike Street Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration, and provides professional support to one or more Managers and their direct reports. The role provides general office services, ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
Responsibilities:
* Provides subject matter expertise and advice related to assigned strategic initiatives and acts as a relationship manager for assigned initiatives.
* Builds effective relationships with internal/external stakeholders.
* Breaks down strategic problems and analyses data and information to provide insights and recommendations.
* Gathers and formats data into regular and ad-hoc reports and dashboards.
* Leads the planning, coordinating and implementing of department events.
* Provides senior-level administrative and operational support within a large, diverse team, including one or more senior executives.
* Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
* Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
* Provides input into the planning and implementation of administrative programs.
* Coordinates and monitors budgets and reporting on results vs. budget.
* Provides coaching and mentoring to more junior administrative assistants to support them in developing the capability to carry out current job accountabilities.
* Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms, and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
* Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
* Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
* Dispatches outgoing communications. Answers the central phone line, responding to and resolving/escalating inquiries.
* Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
* Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
* Makes travel arrangements, booking flight/hotel reservations as needed.
* Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building-related matters, including incoming/outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
* Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
* Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
* Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
* Collaborates with internal and external stakeholders in order to deliver on business objectives.
* Organizes work information to ensure accuracy and completeness.
* Focus may be on a business/group.
* Thinks creatively and proposes new solutions.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works mostly independently.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility
* Must have calendar management experience
* Must have travel desk management experience
* Must have the ability to organize and support events and meetings
* Must have the ability to manage expense invoices
* Must have experience with Microsoft Office Suite
* Must be able to work 5 days from the office location
* Salesforce experience is a nice-to-have
* Specialized knowledge from education and/or business experience.
* Verbal & written communication skills - In-depth.
* Collaboration & team skills - In-depth.
* Analytical and problem-solving skills - In-depth.
* Influence skills - In-depth.
Salary:
$49,500.00 - $91,300.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplySAP BTP CPI Consultant
Seattle, WA job
Must Have Technical/Functional Skills
Bachelor's degree
Minimum 3+ years of experience in designing, development, and implementation of integration flows (iFlows) using SAP CPI
Hands-on functional configuration and design experience with SAP CPI iFlows, APIM
Proactively identify and propose business process and/or system enhancements. Act as a liaison between the client business functions and the technical team. Mentor and guide junior team members. Strong client handling and communication.
Ability to provide solutions to Business Users based on the issue
Knowledge on interfaces, cross module knowledge
Greenfield implementation Project (End-to-End Implementation) are preferable
Completed university degree
Excellent Business Communication Skill
Excellent debugging and reverse engineering skills and
Good cooperation skills and able to work cross-capability with a mix of internal and external consultants
Excellent problem-solving and analytical skills
Roles & Responsibilities
Implementation: Configuring, implementing, and maintaining the SAP BTP-CPI module
Experience in developing inbound and outbound interfaces to/from the cloud to On-Premise and Cloud instances of SAP Products
Experience in configuration and extension of standard iFlows.
Experience in defining custom iFlows, local & exception sub-processes, exception handling
Expertise in handling various integration adapters in SAP CPI (SFSF, ODATA, SFTP, IDOC, SOAP, HTTP, Process Direct, REST Adapters) to exchange messages between sender and receiver
Knowledge on developing value mapping and Groovy and using it in iFlow
Experience in handling different data conversions like JSON to XML, CSV to XML, etc.
Experience in using various CPI pallet options (integration patterns - message transformations, enricher, splitter, etc.) and experience in SAP BTP Experience in handling security artifacts, encryption, and decryption mechanisms and SSH keys
Experience with EDI integrations, API management.
Design interfaces and integration flows, and develop solutions to meet business needs
Experience in SAP Cloud Platform Integration, SAP HANA Cloud Integration, and SAP Process Orchestration
Knowledge of SAP Cloud Connector and CPI cockpit
Provide technical support and troubleshooting for applications developed using SAP CPI
Testing: Creating test data, running tests, and creating and executing test scripts
Continuous improvement: Monitoring system performance, identifying opportunities for improvement, and recommending enhancements
Base Salary Range: $100,000 - $150,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Yard Hand- ESY
Bellevue, WA job
Bellevue, WA United States Employment Type: Full time (US) Workplace Type: On-Site Graham is an employee-owned construction solutions partner that services the buildings, industrial, infrastructure, water and project finance sectors. We deliver lasting value for our clients through meticulous planning and scheduling, while upholding rigorous safety and quality standards. With offices throughout North America, our passionate and knowledgeable teams deliver projects that enable communities to thrive and people to live, work, move and grow in a rapidly changing world. With over nine decades of experience, Graham has the resources, capacity and expertise to undertake projects of every scope, scale and complexity. Join our team to deliver a better tomorrow.
As a member of our Equipment, Shops & Yards group, you will support our various project divisions with their equipment needs to ensure the successful execution of projects; while also meeting business and unit holder objectives. We own and operate a diverse fleet of operated, non-operated and dedicated specialty equipment and assets. Our overall objective within our team is to be operations first call for anything equipment related at Graham.
About the Role:
Reporting to the Equipment Supervisor, the Yard Hand is responsible for organizing, and maintaining the yard. Strives to complete their work on time and on budget. The Yard Hand brings a high quality and ethical approach to this position and works in a team environment.
As a Yard Hand, at Graham, you will:
* Loads, unloads, and moves materials within or near yard and worksites.
* Reads work order or follows oral instructions to ascertain materials or containers to be moved.
* Opens containers, using steel cutters, crowbar, clawhammer, or other handtools.
* Loads and unloads materials onto or from pallets, trays, racks, and shelves by hand.
* Loads materials into vehicles and installs strapping, bracing, or padding to prevent shifting or damage in transit, using handtools.
* Conveys materials to or from storage or work sites to designated area, using handtruck, electric dolly, wheelbarrow, or other device. Secures lifting attachments to materials and conveys load to destination, using hand-operated crane or hoist, or signals crane or hoisting operators to move load to destination.
* Counts, weighs, and records number of units of materials moved or handled on daily production sheet.
* Attaches identifying tags or labels to materials or marks information on cases, bales, or other containers.
* Stacks or assembles materials into bundles and bands bundles together, using banding machine and clincher.
* Clamps sections of portable conveyor together or places conveyor sections on blocks or boxes to facilitate movement of materials or products.
* Lifts heavy objects by hand or using power hoist, and cleans work area, machines, and equipment, using broom, rags, and cleaning compounds, to assist machine operators.
* Makes simple adjustments or repairs, such as realigning belts or replacing rollers, using handtools. Assembles crates to contain products, such as machines or vehicles, using handtools and precut lumber.
* Shovels loose materials, such as sand, gravel, metals, plastics, or chemicals, into machine hoppers or into vehicles and containers, such as wheelbarrows, scrap truck, or barrels.
* May occasionally operate truck or electric hoist to assist in loading or moving materials and products.
Qualifications & Experience:
* High school diploma or equivalent
* 1-5 years of experience working in warehouse setting or logistics
* Certification to ride forklift truck preferred
* CDL required
* Must have practiced verbal and written communication skills.
Compensation and Benefits:
* Rate: $30-$35 per hour
* Excellent Health & Dental benefits plan, Life insurance, AD&D. LTD and Flex Plan
* 401(k) savings plan with employer matching upon eligibility
* Professional and career development opportunities
What we can offer you:
* Strong commitment to safety in the workplace
* Grounded and family-oriented workplace in a progressive environment that is at the forefront of a fast-evolving business sector
* Commitment to the training and wealth of opportunities for career development across job categories, project types and locations around North America
If this sounds like you, then Graham may be the right fit. Apply today.
Graham is an Equal Opportunity Employer, and employment selection decisions are based on merit, qualifications, and abilities. Graham does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by country, regional or local law.
Applicants with disabilities will be accommodated if you are unable to apply online.
No unsolicited resumes or phone inquiries from agencies, thank you.
Information at a Glance
Private Wealth Associate
Seattle, WA job
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required
Desired Qualifications
1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at ************************
To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $76,000 to $82,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off
Seattle, Washington
Auto-ApplyClient Associate
Seattle, WA job
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
* plan team marketing events and maintain marketing materials
* provide the team with a detailed calendar of activities
Detailed salary information:
* Seattle: the salary range for this role is $60000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 3+ years of experience in client service, within the finance sector
* Bachelor degree preferred, focusing on finance or related field
* excellent communicator, with solid interpersonal skills
* detail oriented (nothing gets past you)
* proficient in Microsoft Office Suite
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Managing Consultant, Services - Acquiring Business Development
Seattle, WA job
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services - Acquiring Business Development
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Auto-ApplyJava Full Stack Developer
Seattle, WA job
Must Have Technical/Functional Skills
• Strong development experience in core Java 7+.
• Familiar with Python and Azure
• Proven experience as a Full Stack Developer with strong Java backend skills (Spring Boot, Hibernate).
• Proficiency in ReactJS, including hooks, state management (Redux or Context API), and component lifecycle.
• Solid understanding of HTML5, CSS3, JavaScript (ES6+), and responsive design.
• Experience with RESTful API design and integration.
• Familiarity with relational databases and ORM frameworks.
• Knowledge of version control systems (e.g., Git).
• Experience with build tools and CI/CD pipelines is a plus.
• Strong problem-solving skills and attention to detail.
• Excellent communication and teamwork abilities.
Preferred Qualifications:
• Bachelor's degree or higher
• Experience with containerization (Docker) and cloud platforms (TAS, Azure).
• Knowledge of testing frameworks (JUnit, Mockito, Jest).
• Familiarity with Agile/Scrum methodologies.
• Understanding of microservices architecture
Roles & Responsibilities
• Develop and maintain web applications using Java (Spring Boot, Hibernate) on the backend and ReactJS on the frontend.
• Collaborate with product managers, designers, and other developers to understand requirements and deliver features.
• Write clean, efficient, and maintainable code following best practices.
• Design and implement RESTful APIs and integrate with frontend components.
• Optimize applications for maximum speed and scalability.
• Participate in code reviews, testing, and debugging to ensure software quality.
• Troubleshoot and resolve issues in development, testing, and production environments.
• Stay updated with emerging technologies and apply them to improve development processes.
Contribute to architectural decisions and technical documentation.
Base Salary Range: $100,000 - $120,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Regional Manager, Director - Commercial (Emerging Middle Market)
Seattle, WA job
Application Deadline: 01/08/2026 Address: 701 Pike St. Job Family Group: Commercial Sales & Service We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies.
The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
* Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
* Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
* Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
* Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
* Manages high-value client portfolios, driving cross-selling, retention, and profitability.
* Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
* Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
* Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
* Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
* Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
* Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
* Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
* Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
* Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
* Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
* Identifies share of wallet opportunities.
* Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
* Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
* Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
* Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
* Implements changes in response to shifting trends.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
* Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
* If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
* Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency:
* Project Management
* Change Management
Expert level of proficiency:
* Product Knowledge
* Regulatory Compliance
* Structuring Deals
* Portfolio Management
* Credit Risk Assessment
* Customer Service
* Stakeholder Management
* Negotiation
* Customer Relationship Building
Salary:
$122,400.00 - $228,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyYour role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
* work on projects that have real impact on clients
* support our team of wealth management experts
* attend presentations by WMA leaders to help you understand our industry, culture and strategy
* gain product knowledge from internal and external partner sessions to support your team
* plan team marketing events and material
* assist with the responsibilities of running an entrepreneurial business model
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Ideally enrolled in a two or four year college or university. In particular, you have:
* a balanced resume which includes solid academic performance and campus involvement
* a genuine interest in developing a career in Wealth Management
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
VP/Director of Insurance Planning
Seattle, WA job
Who You'll Work With: Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values.
What You'll Do:
We seek an insurance professional with well-rounded expertise in personal insurance planning for high-net-worth and ultra-high-net-worth individuals and their families, including life insurance, annuities, long-term care, health, disability, and property/casualty insurance. The individual will be based in one of our US offices and report to the Head of Bernstein's Wealth Strategies Group. The Director of Insurance Planning is a client-facing sales support role working alongside Bernstein's Wealth Advisors to expand the Private Wealth business. As a key domain expert supporting Bernstein's wealth planning research, the Director will frequently be called upon to provide thought leadership on insurance-related issues to clients, in audiences large and small, through individualized & group presentations, case studies, articles, and, potentially, external media.
A strong background in risk management and insurance planning is required, including experience in and knowledge of life insurance and annuity products, long-term care insurance, health insurance, disability insurance, and property/casualty insurance products. Specifically, the candidate must have experience and expertise in analyzing client insurance needs, evaluating insurance and annuity products, evaluating tax-efficient structuring and conducting financial planning.
The Director of Insurance Planning - working in conjunction with Bernstein's Investment and Wealth Strategies Analysts and Senior Planning and Investment Professionals - will help develop customized solutions for the firm's clients. Because this position is client-facing, the individual must have outstanding presentation skills and the ability to explain complex issues and strategies to both technical and non-technical audiences.
Key activities for this professional will include:
* Working with the firm's Financial Advisors and clients in analyzing existing and proposed insurance products and related strategies in the context of clients' tax and estate planning circumstances.
* Communicating our planning research conclusions and capabilities to clients, prospects, and professionals' both sophisticated and lay.
* Establishing the Bernstein brand in the high net worth channel by engendering trust and confidence among prospective and existing clients and their professional intermediaries.
* Working closely with our Financial Advisors as a strategic partner.
* Training and educating the Financial Advisors and members of the Wealth Strategies research team on insurance products and insurance planning strategies, and any related compliance guardrails.
* Assisting in the identification and research of current issues regarding asset allocation, tax management, investment planning, and other critical private wealth topics.
* Conducting original research and publishing articles, marketing materials and a variety of client-servicing presentations summarizing our research insights.
What We're Looking For:
Strong analytical skills, thought leadership, an effective interpersonal style, excellent public-speaking skills, a strong academic record and a history of professional success are also required. Strong mathematical skills, including familiarity with basic estate planning analytical software and Excel, are preferred.
Having the highest level of personal and professional integrity is essential. To succeed at the firm, the individual must be very bright, quantitative, intellectually sophisticated, client-service oriented, and able to work in a team-based culture; building strong relationships both inside and outside the firm will be essential. The position will require some travel.
FINRA registration (SIE, Series 7 and Series 66 or equivalent) and Insurance Licenses (Life, Variable and/or Property/Casualty) are required for this role. Bernstein will sponsor for FINRA licensing.
Who We Are:
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
Salary Disclosure
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $200,000 to $225,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
Auto-ApplyBank Teller I, II, III or Sr Float (DOE)
Sequim, WA job
Job Description
Join the Kitsap Bank Family as a Client Service Specialist I, II, III or Senior Float (DOE)
Kitsap Bank is an independently owned, local bank whose roots trace all the way back to 1908. We are focused on the long-term, and being responsible stewards of the resources entrusted to us by our customers, our communities, and the environment. As a local, woman and family-owned company, our culture is like a big family, and we recognize our responsibility in supporting others-giving back both time and money into the causes that enrich our communities. Kitsap Bank has been recognized numerous times by the Puget Sound Business Journal and its employees as one of Washington's Best Workplaces.
The Client Service Specialist I Float provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients at branches throughout a Region. Accurately and efficiently processes and records routine transactions for Bank clients. Actively promotes the Bank's products and services to gain and deepen client relationships.
Compensation Structure:
Grade: 12 Range: $16.66 - $22.16
Grade: 13 Range: $16.86 - $23.94
Grade: 14 Range: $17.53 - $25.25
Grade: 15 Range: $19.13 - $27.74
Typical Salary Range: Range: $19.00 - $23.00
This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.
Essential Functions:
Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers.
Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client's needs referring them to appropriate support staff when needed.
Discusses consumer and commercial products, quotes product rates when appropriate.
Assists with branch and/or drive-up opening and closing procedures.
Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
Develops, maintains and demonstrates a basic knowledge of current Bank products and services.
May perform or back up vault and ATM duties.
Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
Maintain the safety and confidentiality of client information.
Additional Responsibilities:
Other duties as assigned.
Required Education, Experience, and Skills:
High school diploma or equivalent.
Minimum of six months cash handling, customer service and/or sales experience.
Ability to accurately handle cash.
Must be a team player with a positive attitude.
Excellent customer service skills.
Ability to work a flexible schedule and travel between branches as needed.
Ability to perform basic math - addition, subtraction, multiplication, fractions and percentages.
Ability to effectively utilize computer technology.
Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
Banking experience preferred
Physical/Mental Requirements:
Ability to stand during the work shift.
Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
Requires use of close and distance vision.
Ability to read, write, speak and understand English and effectively communicate with Bank clients.
Ability to discern information and formulate appropriate action.
Ability to lift up to 30 pounds.
Benefits Provided:
Medical
Dental
Vision
Flexible Spending Accounts and Health Spending Accounts
Lifestyle Spending Accounts
Health Reimbursement Accounts
Employee Assistance Program
Company Sponsored Life/AD&D and Long Term Disability
Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
Pet Insurance
Retirement:
401k (match 4%) and Profit Sharing
Time Off:
10 Vacation days (prorated during first year)
2 Personal Days
1 Volunteer Time Off Day
11 Holidays
1 Sick Day per Month
Planning Consultant - Seattle, WA
Seattle, WA job
Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise We're Looking For
* FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
* Financial services experience preferably in financial planning
* Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
* Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.
* Ability to profile to understand planning needs and identify appropriate solutions
* You have a vested interest in building relationships and being an advocate for clients
* You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
* Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
* Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
* Educating and planning with clients to uncover opportunities that will lead to the client's success
* Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
* Building long-lasting, meaningful relationships with clients
* Mentoring and supporting the success of your peers
The base salary range for this position is $70,000 - $105,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Relationship Management
AWS Data Engineer
Seattle, WA job
Must Have Technical/Functional Skills:
We are seeking an experienced AWS Data Engineer to join our data team and play a crucial role in designing, implementing, and maintaining scalable data infrastructure on Amazon Web Services (AWS). The ideal candidate has a strong background in data engineering, with a focus on cloud-based solutions, and is proficient in leveraging AWS services to build and optimize data pipelines, data lakes, and ETL processes. You will work closely with data scientists, analysts, and stakeholders to ensure data availability, reliability, and security for our data-driven applications.
Roles & Responsibilities:
Key Responsibilities:
• Design and Development: Design, develop, and implement data pipelines using AWS services such as AWS Glue, Lambda, S3, Kinesis, and Redshift to process large-scale data.
• ETL Processes: Build and maintain robust ETL processes for efficient data extraction, transformation, and loading, ensuring data quality and integrity across systems.
• Data Warehousing: Design and manage data warehousing solutions on AWS, particularly with Redshift, for optimized storage, querying, and analysis of structured and semi-structured data.
• Data Lake Management: Implement and manage scalable data lake solutions using AWS S3, Glue, and related services to support structured, unstructured, and streaming data.
• Data Security: Implement data security best practices on AWS, including access control, encryption, and compliance with data privacy regulations.
• Optimization and Monitoring: Optimize data workflows and storage solutions for cost and performance. Set up monitoring, logging, and alerting for data pipelines and infrastructure health.
• Collaboration: Work closely with data scientists, analysts, and business stakeholders to understand data needs and deliver data solutions aligned with business goals.
• Documentation: Create and maintain documentation for data infrastructure, data pipelines, and ETL processes to support internal knowledge sharing and compliance.
Base Salary Range: $100,000 - $130,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Manager, Global Security Policy - Logistics and Operations
Washington job
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Global Security Policy - Logistics and OperationsOverview
The Global Security Policy Team plays a pivotal role in shaping and advancing Mastercard's public policy priorities to protect and promote a secure, resilient global digital economy with governments around the world. A major component of our work is the seamless orchestration of international policy events, roundtables, forums, meetings, consultations, and strategic global gatherings. These engagements bring together public and private stakeholders to drive meaningful outcomes and reinforce our leadership and expertise across the security public policy space, including cybersecurity, resilience, fraud and threat intelligence. The Global Security Policy Team drives impactful stakeholder engagements, and this position ensures the smooth execution of strategic security policy initiatives, advancing our global advocacy objectives.
Location: Washington, DC or the New York Metropolitan Area
Reporting and Role
Reporting directly to the VP of Global Security Policy, the Manager provides specialized leadership in logistics and operations for all global security policy, diplomacy, advocacy, and engagement activities. This fast-paced role demands detail-oriented multitasking and strong organizational skills to successfully execute simultaneous high-profile policy events and executive-level stakeholder meetings, guiding them from conception to completion. Key responsibilities include:
• Leading comprehensive logistics and operations management for the Global Security Policy Team-including executive brief development, event planning, scheduling, travel arrangements, attendee outreach, and content curation.
• Overseeing policy research, internal coordination, vendor relationships, compliance, and on-site execution of policy events, roundtables, forums, and other engagements.
• Engaging closely with internal business units-including Government Affairs & Policy, Security Solutions, Corporate Security, Communications, Strategic Growth, Regulatory Affairs, and other relevant teams-to coordinate on strategic priorities, public-private partnerships, policy advocacy objectives, and other cross-functional projects.
• Maintaining a strategic calendar of global security policy events, monitoring the evolving policy and political landscape as it pertains to these events, and producing regular executive briefings with the VP to synchronize logistics, operations, policy content, and related activities across the organization.
• Supporting the VP in driving regional-global coordination by facilitating communication, harmonizing policy efforts, and enabling effective collaboration between regional teams and global stakeholders through expertly planned forums, meetings, and events.
• Aiding the management of relationships with governments, industry associations, NGOs, and multilateral organizations through expertly coordinated and communicated engagements.
All About You
• Highly organized, with a proven track record in managing multiple priorities, leading workstreams, and driving tasks to completion within clear timelines - supported by strong task management skills and a detail-oriented approach.
• Proactive in creating, maintaining, and executing structured action plans; independently tracking deadlines; and keeping workstreams on schedule by maintaining to-do lists, priorities, and follow-ups.
• Demonstrates agility and resilience in responding to urgent, unexpected developments, ensuring clear communication and seamless event experiences.
• Exceptional written and oral communication skills, with experience drafting executive-level policy briefs, developing event planning documents, providing internal updates, and synthesizing post-engagement analyses that communicate impact and value concisely.
• Expert at relationship management skills; adept at engaging external stakeholders, vendors, and partners in the context of event delivery, and working collaboratively with internal cross-functional teams in a matrixed organization.
• A global team member who can work across multiple time zones and cultures, operating independently and constructively as a collaborative team player. High-energy, self-motivated.
• Strong analytical approach to problem solving, with the ability to develop creative, actionable solutions to complex challenges, adapt to short deadlines, and work productively under pressure in dynamic commercial and policy environments.
• Baseline understanding of international affairs and global security policy topics, including cybersecurity, resilience, fraud, and threat intelligence.
• Strong understanding of how business, technology, and public policy intersect with the operational rigor required for successful senior-level engagement delivery with public and private partners.
• An entrepreneurial spirit and genuine enthusiasm for logistics and operations, security public policy and advocacy, and thrives in fast-paced, cross-functional, international environments.Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Washington, District of Columbia: $159,000 - $254,000 USD
Auto-ApplyFinancial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Seattle, WA job
About the Company
Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.
About the Role
As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential.
Responsibilities ---
As a successful Financial Advisor, YOU are:
Able to build strong relationships and develop a trustworthy network
Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team
Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team
Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential
Must be available to work in Seattle.
This is an opportunity to Build a Business for Yourself, but Not by Yourself
Benefits of Working with Northwestern Mutual:
· Medical - High deductible and traditional co-pay plans available
· Dental, Vision & Flexible Spending Accounts available
· Retirement Package and Pension Plan funded by Northwestern Mutual
· Life Insurance and Disability Income Insurance
· 100% paid licensing, business coach, branding and marketing team
· Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A
verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years
)
· Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists
· Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
· LGBTQ+ gender health services and transgender care
· Study groups for insurance licensing, SIE, Series 6, Series 63
· Flexible work schedule & time off
Required Skills
Strong relationship-building skills
Willingness to learn and adapt
Ability to present integrated financial plans
Entrepreneurial mindset
Accolades, Ratings and Assessments:
Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine.
Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best.
Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”