Job Opportunity: Finance & Office Support – Auto Race (Sunnyvale)

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Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Dallas, TX to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Bookkeeper (On-Site + partial remote) Location: Kunia, Hawaii Schedule: On-site, 3 days per week Employment Type: Part-Time with potential for full time About the Role We’re looking for a dependable and detail-oriented Bookkeeper to manage the financial side of our business. This role is ideal for someone who thrives in a small business setting, enjoys working independently, and is highly proficient in QuickBooks. You’ll be responsible for maintaining accurate financial records, supporting payroll and tax processes, and ensuring our books are always audit-ready. Key Responsibilities • Manage all day-to-day bookkeeping tasks using QuickBooks • Record and categorize financial transactions • Reconcile bank and credit card statements • Process accounts payable and receivable • Track expenses and maintain organized financial records • Prepare monthly, quarterly, and annual financial reports • Assist with budgeting and forecasting • Support payroll processing and ensure timely payments • Prepare documentation for tax filings and liaise with external accountants • Maintain compliance with local, state, and federal financial regulations • Monitor cash flow and alert management to any discrepancies • Collaborate with management to improve financial processes and reporting Requirements • Proven experience as a bookkeeper or in a similar accounting role • Strong proficiency in QuickBooks (Online or Desktop) • Solid understanding of accounting principles and financial reporting • Experience with payroll systems and processing • Familiarity with tax filings and compliance requirements • Excellent attention to detail and organizational skills • Strong communication skills and a collaborative mindset • Ability to work independently and meet deadlines • Must be available to work on-site three days per week • High school diploma required; associate’s or bachelor’s degree in accounting or finance preferred

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

About the Company: The Arc in Hawaii is a non-profit organization with 70 years of history in Hawaii. We provide both residential and day services for adults with intellectual and developmental disabilities (IDD). Our mission is to support the inclusion and participation of individuals with IDD in their respective communities throughout their lifetime. Role: We are seeking a dedicated and detail-oriented Junior Accountant to be responsible for a variety of financial tasks crucial to the success of our business. The Junior Accountant will report to the CFO and assist with ensuring effective and efficient operations in accordance with U.S. generally accepted accounting principles (GAAP) and cost reimbursement principles while upholding the goals and objectives of our organization. The Junior Accountant may also assist with compliance matters for Federal, State, and City and County of Honolulu contracts as needed. Job Type: Full-time, non-exempt Work Schedule: Monday to Friday Pay: $23.00 per hour Responsibilities: • Ensures accuracy of accounting data recorded in Sage Intacct accounting software. • Prepares journal entries for cash receipts and does various allocations of government funding. Posts monthly and annual journal entries. • Reconciles general ledger accounts, resolves discrepancies, and maintains subsidiary schedules as needed. • Assists with preparation of monthly financial statements, related reports, and agency/government funding budgets. • Processes monthly government claims, maintains subsidiary schedules, reconciles general ledger, and oversees collection of delinquent receivables. • Prepares and maintains various documents, including work papers for annual audits. • Prepares accurate billings to government agencies, tenants, and other sources of funding. • Reviews monthly credit card postings in Sage Intacct and in Ramp for accuracy. • Performs other work-related duties as assigned. Requirements: • Minimum 2 years of experience in the field of accounting or finance • Smartphone • Ability to work in a team environment • Highly organized • Ability to multitask, prioritize work, and meet deadlines • Strong analytical and problem-solving skills • Excellent communication skills (written and verbal) • Advanced user of Excel and Microsoft Word Work Clearances (Conditions of Employment): • Pre-employment drug test • Pre-employment physical assessment • FBI fingerprinting • Adult Protective Services (APS) and Child Abuse & Neglect (CAN) registries • Criminal history check • Must remain current on all work clearances • Must complete all required training (paid) ***Drug test, physical assessment, and FBI fingerprinting/APS/CAN/criminal history check are paid for by The Arc in Hawaii.*** Preferred Qualifications: • Bachelor's degree in accounting or finance • Non-profit accounting and government funding experience • Public accounting experience • Experience with Sage Intacct accounting software • Working knowledge of government accounting operations, funding, and reporting requirements Benefits: • 15 paid holidays • Generous PTO which starts accruing upon hire date (17 days earned in Year 1, 22 days in Year 3, 25 days in Year 8) • Healthcare coverage (medical, drug, vision, dental) • Aflac • Life insurance (if you take our healthcare coverage) • 401(k) employer matching • Referral program *EOE / Drug Free Workplace Application Instructions: Visit our website (https://thearcinhawaii.org/employment/) to fill out an application.

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in St. Louis, MO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days