Puyallup Banking & Financial Services Job Listings - OK

Browse

···

Log in / Register

Banking & Financial Services in Puyallup

Best Match

Filter·1

Banking & Financial Services

Puyallup

Salary

Location:Puyallup

Category:Banking & Financial Services

We’re Hiring: Part-Time CPA or Enrolled Agent (EA) (Tacoma, WA)63838092149121120

We’re Hiring: Part-Time CPA or Enrolled Agent (EA) (Tacoma, WA)

Are you a licensed CPA or Enrolled Agent looking for flexible, part-time work? We are a boutique but growing tax, accounting and bookkeeping firm seeking an experienced professional to assist with tax preparation, client consultations, and general advisory work. Position Details: Type: Part-Time (10–20 hours/week to start, with potential to grow), Flexible schedule Location: Tacoma, WA – Remote work Schedule: Flexible hours; ideal for someone balancing other work or looking for reduced hours Start Date: Immediately Responsibilities: Prepare individual, business, and/or non-profit tax returns (1040, 1041, 1120S, 1065, 990, etc.) Assist clients with IRS correspondence and tax planning Provide guidance on accounting and financial questions Maintain up-to-date knowledge of tax laws and compliance standards Collaborate with internal team and manage client communication as needed Requirements: Active CPA license or Enrolled Agent credential Minimum of 5 years of tax preparation experience Proficiency in Tax Dome, ProConnect, QuickBooks and other relevant software Strong attention to detail and ability to work independently Excellent communication and organizational skills Experience with remote client services and various industries Small business advisory background Compensation: Competitive hourly rate ($30/hr-$40/hr) depending on experience Potential for bonuses and/or increased hours during tax season Please reply to this posting with: Your resume A brief cover letter or introduction We’re looking for someone reliable, knowledgeable, and personable who enjoys helping people with tax work which includes tax planning and strategy. Someone who has a collaborative mindset, that has the desire to work part-time year-round, and enjoys working remotely is a great fit for this position. If that sounds like you, we’d love to hear from you! Our physical office location is based in Vancouver, Washington but we have satellite office locations in various states and cities. This position is remote only.

914 Broadway, Tacoma, WA 98402, USA

Sr. Property Accountant for Real Estate Firm - $7,000 Signing Bonus! (Gig Harbor)63836530929281121

Sr. Property Accountant for Real Estate Firm - $7,000 Signing Bonus! (Gig Harbor)

Compensation: $7,000 signing bonus!! Pay range is $38-$48 per hour DOE Edison47, Inc. is a results-oriented property management company located in Gig Harbor, WA. We are growing, and in need of an experienced property management Sr. Property Accountants to grow with us! Responsibilities: Edison47 Sr Property Accountant is responsible for full-cycle accounting functions for a portfolio of multi-family communities and oversite of team(s). Essential Duties & Responsibilities: • Oversee team(s) members involved in the accounting process • Prepare monthly financial statements for multiple entities • Guide the month-end close process for each community and your team • Maintain and record fixed asset schedules, prepaid expenses, and accruals • Monitor and support accounts payable and accounts receivable functions • Prepare state B&O and Sales & Use Tax filings • Complete monthly general ledger and bank statement reconciliations • Collaborate with internal and external associates on special projects (e.g. budgeting, cash forecasting, external audits, year-end tax preparation, accounting software upgrades, etc.) • Follow accounting policies and procedures • Recommend process improvement opportunities to enhance accounting efficiencies Required Qualifications: To perform this job successfully, you must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience • 6 or more years of property accounting experience performing similar tasks as described in Essential Duties & Responsibilities • Bachelor’s degree in accounting or finance a plus • Accounting experience in residential property management a must • Prior experience with Yardi is strongly preferred • Proficiency in MS Office (Excel, Word, Outlook) • Familiar with the on-boarding and off-boarding properties • Oversite of accounting team(s). Special Skills • Proven written and verbal communication abilities; strong overall leadership, communication, planning, problem solving and analysis skills. Delegates work appropriately; proficient using computer applications and technology, specifically Microsoft Office products, Yardi, etc. Compensation: $38-$48 per hour DOE Featured Benefits: Medical, Dental, Vision, Life Insurance, LTC Insurance, 401(k) matching, Tuition Reimbursement, Paid Time Off Option to live on-site with a 20% discount after a probation period

5775 Soundview Dr, Gig Harbor, WA 98335, USA

Accounts Receivable Clerk/Office Assistant (Seattle)63836530030723122

Accounts Receivable Clerk/Office Assistant (Seattle)

Our company is looking for a new AR Clerk to handle all of our Accounts Receivable and other general office duties. Hours are 6:30 am - 3:00 pm Monday - Friday We offer insurance benefits, vision and 401k after 90 days. Responsibilities: Perform Accounts Receivable (AR) functions in QuickBooks Online (QBO) Ensure compliance with financial regulations and company policies Communicate professionally with customers regarding invoice questions and payment issues General office support as needed: office maintenance, office admin work Assist data entry, inovices and customer service Organize and maintain files and records Answer phones and respond to emails Assist with client communication Administrative Support Requirements: Strong computer skills (Microsoft Office, cloud-based tools) Basic knowledge of Microsoft Office (Word, Excel, Outlook) Quick-books experience is a plus (training available) Ability to multitask and work independently Good communication skills Excellent verbal and written communication skills High attention to detail, organization, and confidentiality Enjoys working in a structured environment with flexible hours Self-motivated and able to manage deadlines independently This is an in-person position only; no remote work option

Boeing Propulsion Engineering Labs (PEL), 1150 S Willow St, Seattle, WA 98108, USA

Accounts Receivable Representative M-F (Auburn/Algona)63786563694467123

Accounts Receivable Representative M-F (Auburn/Algona)

About us A-America, Inc. is a leading supplier of residential wood furniture, servicing retailers across the US and Canada since the early 1970’s. Our corporate office and West Coast Distribution Center are in Auburn/Algona, WA. We are dedicated to providing high-quality products and exceptional customer service, and we value our team’s commitment to excellence. Benefits • Employer paid employee medical, dental, vision, life, long term disability, AD&D, and Employee Assistance Plan • Optional life and critical care insurance • Flexible Spending Accounts • 401K with 3% employer contribution and profit sharing • Paid time off (two weeks’ vacation per year for 1st 5 years, then three weeks, sick and 9 holidays) • Employee purchase plan at discounted pricing • Dog friendly office environment Responsibilities • Maintain accurate customer files and assess creditworthiness. • Conduct collections and resolve disputes professionally. • Handle payments, deposits and compliance documentation. • Process account adjustments within policy guidelines. • Manage credit holds, account aging, reports and evaluate risk, report critical issues to management. • Build strong customer relationships. Requirements • 1 year of Business-to-Business Accounts Receivable and Collections experience. • Knowledge of trade credit laws, ethics, and confidentiality. • Proficient in Microsoft Office Suite and ERP systems. • Skilled in customer service, problem-solving, and analysis. • Strong communicator with professionalism and organization. • Motivated, detail-oriented and adaptable. Please email cover letter and resume to Cindy Hartzer, Human Resource Manager at chartzer@a-america.com. Visit www.a-america.com for information on the company. Join our team and have a meaningful impact in the world of residential wood furniture!

800 Milwaukee Ave N, Algona, WA 98001, USA

Client Service Associate (Seattle)63770729474817124

Client Service Associate (Seattle)

POSITION SUMMARY: The Client Associate role is a sales support position, typically providing dedicated operational and sales support to Financial Advisors. Successful candidates may also on a regular basis support office initiatives, in addition to the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact and is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. DUTIES and RESPONSIBILITIES: Maintain existing client relationships through the processing of client requests and resolving client inquiries. Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs Onboard new client accounts, which includes the collection of required documentation and client information Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Preferred Series 7, 63/ 65 or 66 but not required Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Detail oriented with strong organizational skills and ability to prioritize tasks Exceptional writing, interpersonal and client service skills Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment REMOTE WORK CONSIDERED

500 Union St, Seattle, WA 98101, USA

Negotiable Salary

PART TIME ACCOUNTANT (Port Orchard)63683475143683125

PART TIME ACCOUNTANT (Port Orchard)

About the job POSITION: Part Time Bookkeeper/ Office Manager COMPANY: Local Marina and Boat Repair Yard LOCATION: Port Orchard, WA REPORTS TO: Owner & Yard Manager GENERAL SCOPE: The Bookkeeper/Office Manager will perform and organize and enter daily transactions into QuickBooks Online in a multi company environment Responsibilities include but are not limited to : -Payroll through ADP. -Customer billing & collections. -Other reports & filings as needed including cash projections. -Administrative duties such as answering phones, managing emails, ordering supplies and other general administrative tasks. Serve as a key resource for organization and provide oversight and assistance to the Yard (General) Manager in reviewing records for accuracy. EDUCATION AND EXPERIENCE: Candidates must be able to explain and/or demonstrate that they possess the knowledge, skills, and abilities to perform the essential functions of the job securely and accurately. A minimum of 3 years of accounting experience. A minimum of 2 years of time and materials billing experience. Current QuickBooks and excel software experience required. Bachelor’s degree in accounting or finance (preferred.) Minimum of 2 years of QuickBooks Experience & Accounting Experience. Excellent customer service skills. Professionalism is of utmost importance. Problem solving skills are a must. Excellent analytical skills for reviewing data and reports. Proficient in Microsoft Office, particularly Outlook and Excel. Ability to work effectively both independently and in a team-based environment. Willingness to be flexible and adaptable to changing priorities. Skills in oral and written communication, attention to detail, and organizational skills. Ability to develop procedures to gain maximum efficiency. Interested? Email your resume and at least two professional references to accounting@yachtfishmarine.com. Successful completion of a background check required. No phone calls please.

100 Bay St, Port Orchard, WA 98366, USA

Negotiable Salary

Office Assistant - Accounting Office (Kent)63683474882561126

Office Assistant - Accounting Office (Kent)

Responsibilities: Assist with bookkeeping and data entry Organize and maintain files and records Answer phones and respond to emails Assist with client communication General office support as needed Requirements: Basic knowledge of Microsoft Office (Word, Excel, Outlook) Quick-books experience is a plus (training available) Strong attention to detail and organizational skills Ability to multitask and work independently Good communication skills Hours & Pay:

9635 S 240th St, Kent, WA 98031, USA

Negotiable Salary

Billing Specialist (Tukwila)63634561118979127

Billing Specialist (Tukwila)

Why Join Our Team? You would become part of a remarkable organization with over 20 years of dedication to delivering exceptional products and unmatched service. Our consistent stream of positive reviews and high satisfaction ratings are a testament to the outstanding efforts of our team members every single day. Our job is challenging, and the work is never truly finished. However, by ensuring that vital medical equipment reaches those confronting life-altering injuries, illnesses, or the end-of-life journey, we have the privilege of offering them a small sense of independence and peace of mind through our daily efforts. As a valued member of the BHC team, you have the opportunity to—and will—truly make a difference. Bellevue Healthcare is locally and privately owned. With over 20 retail locations throughout WA, OR and ID and as one of the fastest growing companies in the Puget Sound, our goal is to impact the lives we come across, take care of our communities, and provide opportunities for each team member to grow and branch out within our organization. JOB SUMMARY: Responsible for collecting active A/R from all branch locations and posting payments in Brightree. Identifying resolution for denials per the EOB and submitting a corrected paper or electronic claim to the payer. Create weekly bank deposits. Apply payments properly to BT invoices and upload paper EOB’s to deposits. Communicate all discrepancies with the Billing Manager. Work closely with third party billing company. Works independently and with staff to maintain internal policy standards for clients in final demand and collections. Understands the urgency of meeting department and individual goals. Able to multitask and prioritize daily job functions. Able to work well under pressure. Utilize online eligibility systems including, Passport (BT), One Health Port, and various other insurance websites to determine correct coverage information. Update patient’s insurance data in Brightree as required or appropriate. Follow established Billing Office guidelines for adjustments to accounts and forward to appropriate work queues when required. Resolves issues holding up timely claim payment. Communicate issues to other departments or back to the branch level. Answer inbound phone calls to personal and billing lines and return voicemails. Perform other duties as assigned. EXPERIENCE AND SKILLS: -Minimum three years of experience billing or similar healthcare office experience, including private and state insurance billing experience required. A strong technical background including experience with automated systems preferred; proficient in working with Brightree highly desirable. Detailed knowledge and understanding of ICD-10, CPT, and HCPCS coding classification systems, familiar with medical terminology and its applications, insurance rules and regulations. -Knowledge of state and federal regulations as they pertain to billing processes and procedures. -Knowledge of insurance claim processing and third-party reimbursement. -Knowledge of MS Windows and Office Applications. -Professional written, oral and interpersonal communication. -Skill in problem solving in a variety of settings. -Ability to work efficiently under pressure. -Ability to work independently and take initiative. -Ability to demonstrate a commitment to continuous learning and to operationalize that learning. -Ability to deal effectively with constant changes and be a change agent. -Ability to deal effectively with difficult people and/or difficult situations. -Ability to willingly accept responsibility and/or share responsibility. -Ability to set priorities and use good judgment. *DME Billing experience a plus, but not a requirement. Hours: M-F 8:00am to 5:00pm Excellent Benefit Package including Healthcare, Retirement Match, Generous PTO and Paid Holidays Plus, we PROMOTE from Within If you are interested in joining our team, please submit resume here: https://hrkinections.catchthebest.com/apply/n9ee6k9k/v5vjb8d5 To view all open positions, click here: https://bellevuehealthcare.com/about-bhc/careers/

4743 S 172nd Pl, SeaTac, WA 98188, USA

Full Charge Bookkeeper (Issaquah)63611856475009128

Full Charge Bookkeeper (Issaquah)

Starting wage: $27.00 -$32.00 per hour DOE, w/ benefits package. This is a full-time position, 8:00 – 4:00. M-F We are a general contractor who does residential remodeling, repairs, and maintenance, servicing most of King County. Our office is located in Issaquah, WA We are looking for an individual who is looking for a long-term career in the remodeling and construction industry. Qualifications: 3 - 5 years of experience as a bookkeeper. Strong knowledge of accounting principles Proficiency in QuickBooks Online Strong skills in Microsoft 365 Ability to work in a fast-paced environment and meet strict deadlines. Strong organizational & multi-tasking skills High level of accuracy, attention to details and problem-solving skills. Duties and Responsibilities: Enter client service & remodel invoices, track accounts receivable, Enter accounts payable, pay bills and reconcile accounts Process payroll, including direct deposits and pay 941 taxes Maintain general ledgers and monthly reconciliations Prepare monthly P&L statements Works with owner on financial objectives and forecasting requirements Process and maintain company medical benefits Work with owner and agents on annual renewals for liability and medical insurance Prepare and file monthly WA Excise tax return (Sales tax & B&O) Prepare and file quarterly tax returns (IRS 941, WA Employment Security with Fam. Leave / WA cares, L&I and city B&Os) Prepare year end W-2s and 1099s Work with Accountant for year-end tax filing About our Company: At Shirey Home Pro, we believe in relationships, not just another job. The foundation of our company is made up of our Office and Field team members, where clear communication is key and information flows freely. The relationship with our vendors and subcontractors is an extension of our team at SHP, and respect is at the forefront of every relationship we build.

FX7M+6C Mirrormont, WA, USA

Accounts Payable (Maple Valley)63580612103681129

Accounts Payable (Maple Valley)

Our company, located in the Renton / Maple Valley area, has an opening for Accounts Payable. This position will process Accounts Payable from invoice receipt through payment, provide accounting and administrative support, perform extensive data entry duties, and ensure the accuracy of our records. The right individual for this position will have the ability to diversify their skills and grow within the company, and the right person will have the ability to work well within a close-knit team and contribute to an upbeat atmosphere. Responsibilities · Verify quantities and rates are correct and prepare for payment. Will start with approximately 400 more complex invoices a month, and when up to speed will work up to adding another 400 simple invoices · Reconcile vendor statements and credit card statements · Create package for review, use Quickbooks to enter bills and create checks for signature · Work with material vendors and customers for pricing/payment disputes, validating accuracy of data · Fulfill or make requests for missing documents, maintaining great communication and positive relationships with vendors · Maintain up-to-date AP files and records · Collect and enter W-9s, enter new vendors · Assist with 1099 preparation and reseller permit audits · Monitor general AP box, answer correspondence and manage the filing of emails. · Answer phones, collect deliveries, direct guests · Other office and administrative duties as assigned to assist president and managers · Will grow into backing up preparation of Accounts Receivable for illness/vacation Qualifications · Microsoft Office Suite – intermediate level preferred · Strong mathematical skills with keen attention to detail · Quickbooks experience required · Previous construction experience/knowledge a plus · Excellent data entry skills with a focus on accuracy · Dedication to get the work done · Offers contingent upon negative drug test and background check · Accounts Payable – at least 3 years experience with accounts payable · Excellent organizational and time management skills · Must thrive in a fast-paced, high-volume environment · Excellent verbal and written communication skills · Owns responsibilities and functions within a team · Willing to learn and take direction Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Work Location: In person

25720 Maple Valley Black Diamond Rd SE, Maple Valley, WA 98038, USA

PAYROLL SPECIALIST 1/ASSISTANCE - BILINGUAL; ENGLISH & SPANISH (BELLEVUE)635806118484491210

PAYROLL SPECIALIST 1/ASSISTANCE - BILINGUAL; ENGLISH & SPANISH (BELLEVUE)

PAYROLL is one of the essential services which MULTISERVICIOS, INC. provides for Small to Medium size businesses. MULTISERVICIOS, INC. is looking for a Payroll Specialist to be part of our team. This is an in-person position which will coordinate with the Senior Payroll Staff. The position is to maintain multiple clients' payroll. Will also be working with the other staff in the Accounting Department. JOB DESCRIPTION:  Coordinate and Assist the Payroll Staff Specialist  Handle and response to client’s e-mail  Handle all payroll hours from different companies  Process all scheduled Payroll on time from companies  Process and file all PAYROLL REPORTS to the proper government agencies [B&O, L&I, Employment Security, FMLA, WA Care Acts, File Local, Business Licenses Renewal]  Assist clients together with accounting staff in regard clients’ needs  Distribute the payroll checks to each company as indicated in their contract, either by mail, e-mail, pick-up or direct deposit  Perform other clerical and administrative duties for this department  Coordinate with other team members in MULTISERVICIOS. QUALIFICATION:  Payroll experience for more than 2 years  Knowledge and understanding of accounting  Experience with Payroll QuickBooks and/or Sage software for 2 years or more  Knowledge in filing FMLA, L & I, FORM 940/941 and EMPLOYMENT SECURITY  Knowledge in filing for the Department of Revenue and City Tax  Knowledge and understanding of Payroll deductions, Federal and State regulations  Detail oriented individual - able to follow and learn basic information crucial to the position  Office experience - able to perform clerical duties  Computer and standard office software experience  Some college degree/accomplishment is a plus  Clerical skill and a multi-task individual  Excellent communication skill  People Oriented  Organizational skill  Flexibility with schedule

515 130th Ave NE, Bellevue, WA 98005, USA

Negotiable Salary

FT Receptionist/Office Assistant for Seattle Area Construction Company (Seattle)635824404185631211

FT Receptionist/Office Assistant for Seattle Area Construction Company (Seattle)

We are a construction company looking to add a charismatic and organized Front Desk Receptionist/Office Assistant to become an integral part of our team. The primary role of the FDR/OA will be customer service and include administrative duties such as data entry, scheduling, filing, copying, mailing and inventory. Responsibilities - Be the face of the company, greeting clients, employees and other guests in a friendly demeanor wether through calls or in person, you are always ready to help. - Work closely with management to make sure day-to-day operations run smoothly. - Assist with Accounts Receivable and Payable: data entry to track expenses. Perfect for someone wanting to learn more about accounting; experience in Quickbooks a plus but not necessary. - Assist Human Resources with recruitment, on-boarding, training, performance management, dismissals. - Follow work flows, use CRM and project management software. - Assist construction supervisors as needed. - Assist owners directly with property management work, and when needed, ordering, making travel and meal arrangements. Requirements - Should be comfortable in a fast-paced environment and able to meet tight deadlines with accuracy. - Be willing to physically work at our office, not virtually. - Those who are ambitious, have a "go-get-'em" attitude, enjoy humor and genuinely have a love for people will thrive in our work environment! Benefits - Pay is competitive, based on experience - Weekly pay - We offer medical and dental benefits - Holiday and vacation pay \ To apply Apply here on Indeed, or send a cover letter, resume and apply at https://www.habitation.co/job-opportunities Job Type: Full-time, Salary Job Type: Full-time Pay: $22.00 - $24.00 per hour Expected hours: 40 per week Benefits: Dental insurance Health insurance Paid time off Schedule: 8 hour shift Monday to Friday Experience: - Administrative (mailing, emails, filing, data entry etc...): 2 years (Required) - QuickBooks: 1 year (Preferred) Language: English (Required) Work Location: In person

1417 31st Ave S, Seattle, WA 98144, USA

Crypto/FX Trader | Flexible Schedule | Performance-Based Pay635816130305291212

Crypto/FX Trader | Flexible Schedule | Performance-Based Pay

Looking to earn extra income or transition to full-time trading? Maverick Currencies will train and fund you to trade Forex and Crypto—no experience needed. ✅ Start part-time or full-time ✅ Keep 65–90% of profits ✅ $4,000 performance bonus when you earn $4,000 for the firm ✅ Trade real firm capital (not a demo account) ✅ Flexible schedule – work remotely from anywhere ✅ Optional training, coaching, and community support We’re not a challenge firm—we only win when you do. 👉 Apply now: https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslistshort ✔️ Scale your capital with performance Want to see if trading fits your personality? 👉 Take the free Trader Personality Test: https://traderpersonalitytests.com If you're ready to start trading with real capital and real support: 👉 Apply here: https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslistlong"

1373 Hubbell Pl, Seattle, WA 98101, USA

Construction Controller-Hands On (Renton)635816122142731213

Construction Controller-Hands On (Renton)

Excavation and trucking contractor performing work on commercial and private projects in the Seattle-Bellevue Area. This position requires oversite of all financial aspects of the organization with a focus on internal controls, accuracy, timeliness and regulatory compliance. Additionally, this position will provide ongoing support to operations with an emphasis on job cost accounting as well as a full understanding of WIP management. Successful candidate must be familiar with assigning accurate tax treatment according to local, Washington State and Federal tax code as well as adhering to other financially related regulatory compliance requirements as needed. Key Areas of Responsibilities include: Manage all finance and accounting operations Manage and oversee all accounting operations including accurate job costing, A/R, A/P, GL and Payroll Manage and comply with local, state, and federal government reporting requirements and tax filings Analyze and report company liabilities and investments. (Including bank accounts, medical and GL insurance renewals, payroll auditing, contract review, regulatory audits, job costing, and other accounting areas as needed) Manage and communicate Cash Flow through continuous analysis & reporting Prepare all required Tax Documentation – coordinating and producing for outside CPA Additional controller duties as necessary Experience with Viewpoint Spectrum Experience with Microsoft Access and Excel CPA a plus but not required

743 Rainier Ave S, Renton, WA 98057, USA

$80,000-100,000/year

Experienced B2B Brokers: Add Business Funding to Your Portfolio634701748016651214

Experienced B2B Brokers: Add Business Funding to Your Portfolio

Become a Certified Business Funding Broker Earn part-time or full-time income by helping small business owners access the capital they need to grow. What We Offer: We offer a small business funding platform that helps business owners access fast capital—especially when banks say no. Our system matches them with the best available offer from over 20 top funding providers, all through one simple application. Why Partner With Us: • You refer business owners—we handle the rest • No selling, negotiating, or licensing required - just broker certification with DAC. • One application, multiple funding offers • Free to join • Personalized referral website included • Completely remote and flexible • Broker Certification (approximately 3 hours of online training and quizzes to get started) How You Earn: • DAC Certified Brokers earn 1% to 5% of funded amounts • The average commission is approximately 2.5% • Example: Help a client get $100,000 in funding, and you could earn $2,500 • Commissions paid as soon as the next business day • This is an independent contractor opportunity—not employment. Interested? Let’s connect. Start by watching a broker overview at https://davidallencapital.com/partner/ If it resonates with you, send me a quick text or email and we can go from there. No pressure—just a real conversation to see if it’s a fit.

1373 Hubbell Pl, Seattle, WA 98101, USA

Negotiable Salary

*$3,500 Signing Bonus* Property Accountant Needed for Real Estate Firm (Gig Harbor)634699686124811215

*$3,500 Signing Bonus* Property Accountant Needed for Real Estate Firm (Gig Harbor)

Full-Time (Gig Harbor, WA) Compensation: $3,500 signing bonus!!! Pay range is $34-$37 per hour plus Medical, Dental and Vision benefits. Option to live on site with a 20% discount after a probation period Edison47, Inc. is a results-oriented property management company located in Gig Harbor, WA. We are growing, and in need of an experienced property management Staff Accountants to grow with us! Responsibilities: Edison47 Staff Accountants are responsible for full-cycle accounting functions for a portfolio of multi-family communities. Staff Accountant General Duties & Responsibilities: • Prepare monthly financial statements for multiple entities • Guide the month-end close process for each community • Maintain and record fixed asset schedules, prepaid expenses, and accruals • Monitor and support accounts payable and accounts receivable functions • Prepare state B&O and Sales & Use Tax filings • Complete monthly general ledger and bank statement reconciliations • Collaborate with internal and external associates on special projects (e.g. budgeting, cash forecasting, external audits, year-end tax preparation, accounting software upgrades, etc.) • Follow accounting policies and procedures • Recommend process improvement opportunities to enhance accounting efficiencies Qualifications: • Accounting experience in residential property management a must • Proficiency in MS Office (Excel, Word, Outlook) • Prior experience with Yardi strongly preferred • Prior use of inter-company Yardi function is a huge plus • 5 years accounting experience, Bachelor’s degree in Accounting or Finance a plus • Encompass strong organizational, time management, problem-solving and analytical abilities • Excellent written, verbal, and interpersonal skills To Apply: Please submit a resume and cover letter to careers@edison47.com. Thank you! Applicants must pass a pre-employment background check and drug screening (for illegal narcotics only). Applicants must be authorized to work in the United States

4610 W Maple Ln Cir NW, Gig Harbor, WA 98335, USA

QuickBooks Expert Needed (Capitol Hill)634698644428811216

QuickBooks Expert Needed (Capitol Hill)

Lodging Management Company located on Capitol Hill is looking to fill a position for a QuickBooks Expert with experience in closing the books for intercompany transactions for several accounts including trust accounts. Hybrid work environment but must be located in the Seattle area. Position is available for either a contractor or part time employee. Contractor compensation is between $40.00 to $50.00 per hour. Part time employee compensation is set at $40.00 per hour. Please send resume to email listed.

1605 12th Ave, Seattle, WA 98122, USA

Staff Accountant I (Auburn, WA)634697256948511217

Staff Accountant I (Auburn, WA)

Position Type: Full-time, Hourly Location: In Office; Auburn, WA Wage Scale: $25.00 - $32.00 per hour Benefits: Full-time Regular Employees (and their families) can enroll in medical, dental, vision, basic life insurance, and 401K. Employees will also accrue 80 hours of paid vacation per year for the first 9 years and eight paid holidays throughout the calendar year. Responsibilities: -Leading accounting activities for several locations including monthly close, budgets and daily processes. -Oversees calculating, posting, and verification of financial data for use in maintaining accounting and statistical records. -Maintains the integrity of accounting records by ensuring that staff complies with organization accounting policies and procedures. -Compile financials to include balance sheet items and annual budgeting. -Assisting with audits, coding and preparation of financial statements and operational reporting. -Cost-Reduction studies. -Periodic reviews and audits of financial results and business transactions. -Responsible for business process and inventory audits at plant sites. -Developing and reviewing accounting procedures. -Abides by all safety rules set forth by company and governmental regulatory agencies and ensures that hazardous conditions are reported and corrected. -Other duties as assigned. Requirements: -Bachelor’s degree or equivalent from four-year college in Business Administration Accounting, Finance or related field. -3 years accounting experience preferably in construction, contracting or building materials environment (or equivalent combination in education and experience). -Ability to read, analyze and interpret complex documents such as financial statements, technical journals, and legal documents. -Ability to negotiate with internal and external sources. -Advanced knowledge of MS Office applications such as Word, Excel and Outlook. INTERESTED APPLY HERE Why get your Career started with Fireside? With locations in both Oregon and Washington Fireside is the Northwest premier provider of fireplace hearth products and garage doors, specializing in the service and installation of quality fireplaces, garage doors, BBQ, fire-pits and more.  We are a growing company that has been in business for over 30 years.  We pride ourselves in employee training, our Fireside Five Values and encourage employee growth within the company. Fireside is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, pregnancy, age, sexual orientation, gender identity, marital status, protected veteran status, medical condition or disability, or any other characteristic protected by law. Safety | Professionalism | Accountability | Customer Experience | Effective Communication

32460 56th Ave S, Auburn, WA 98001, USA

Remote Forex Trader – Funded Account + $4K Bonus Opportunity635792678425631218

Remote Forex Trader – Funded Account + $4K Bonus Opportunity

Are you ready to build a future in trading? Whether you're looking for a side hustle or planning to go full-time, Maverick Currencies gives you the capital, training, and support to start strong. We’re a proprietary trading firm that funds and supports remote Forex and Crypto traders. We don’t make money from challenges—we only succeed when you do. No experience required—we provide everything you need to grow. What You Get: ✔️ Trade real firm capital (not paper trading) ✔️ Keep 65–90% of profits ✔️ $4,000 performance bonus when you earn $4,000 for the firm ✔️ Access to a full training program and coaching team ✔️ Remote, flexible schedule—work from anywhere ✔️ Trade major Forex pairs and top cryptocurrencies ✔️ Scale your capital with performance Want to see if trading fits your personality? 👉 Take the free Trader Personality Test: https://traderpersonalitytests.com If you're ready to start trading with real capital and real support: 👉 Apply here: https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslistlong

1373 Hubbell Pl, Seattle, WA 98101, USA

Accounts Receivable Specialist (Seattle)635818707395871219

Accounts Receivable Specialist (Seattle)

The Cascade PBS’s mission is to inform and inspire our community to make the world a better place. Our vision is to be the most essential and relevant media organization in the region. Support the accounts receivable and cash management processes and systems and provide administrative support to reach more people, build a great organization and inspire a smarter world while demonstrating Cascade PBS’s values of integrity, community, innovation and diversity. Hourly Rate: $26.66-$26.75 Location: Seattle, WA Please apply here: https://recruiting.paylocity.com/recruiting/jobs/Apply/3482747/Cascade-Public-Media/Accounts-Receivable-Specialist Hybrid schedule available after initial 90 days of in office training Cascade PBS offers competitive benefits to team members working 20 hours or more a week. Benefits include: 11 paid holidays 1 personal holiday 12 days of vacation to start 10 days of sick Half-day Fridays during Summer Company-matched 401(k) Retirement Plan that is fully vested immediately Employer paid ORCA card Employee Assistance Program (EAP) Medical Dental Vision KEY RESPONSIBILITIES/DUTIES Prepare, review and send Underwriting customer invoices and other miscellaneous invoices, as needed Collect receivables in arrears; make collection inquiries as appropriate; work with the account managers on collecting past due amounts, as needed; design and implement systems to improve collections Maintain underwriting customer account information in the proper database Monitor lockbox deposits, including reviewing daily deposits for accuracy and preparing checks for transport to the lockbox; prepare and export CRM deposit report and review/reconcile transactions with daily bank transaction deposit on weekly basis Prepare, and bring to the bank, all manual check deposits Track gifts made by sale of stocks and calculate revenue recognized on stock gifts; help membership department track gifts made via IRA accounts Train AP Specialist as AR backup Prepare non-membership cash for processing, prepare bank deposit slips and deposit worksheets and enter cash receipts into the accounting system Reconcile underwriting contracts to the general ledger on a monthly basis and assist in reconciliation of accrued/deferred receivables with Accounting Manager Calculate monthly commissions for underwriting account managers and prepare worksheets to support commission requests Review printed AP checks for accuracy, mail and/or distribute weekly check run Create new vendors in MIP as needed Document accounts receivable, cash receipts and collection procedures Document and coordinate use of in-kind trade accounts Prepare reports and schedules for internal use and annual audit; maintain internal electronic files related to all Accounts Receivable work Follow policies and procedures, work with inter-department stakeholders and make recommendations for improvements Collaborate with other team members to foster a positive and productive culture and contribute toward the overall growth of Cascade PBS. Other duties, responsibilities and activities may change or be assigned at any time with or without notice REQUIRED SKILLS/ABILITIES Strong Microsoft Office skills (Excel, Word, Outlook) required Personal computer and financial systems skills. Abila MIP experience a plus EDUCATION AND EXPERIENCE Bachelor’s degree or equivalent combination of education and experience Three years’ experience in accounting required; Media Industry A/R experience preferred Experience working with generally accepted accounting principles and accounting software PHYSICAL REQUIREMENTS Ability to sit and type for long periods of time Ability to view data on a computer screen for long periods of time Cascade PBS is committed to building a team that represents a diversity of thought, experience, and personal background. Our organization serves a diverse community, in terms of ethnicity, class, culture, language, sexual orientation and disabilities and we are committed to increasing diversity and inclusion amongst our staff population. We encourage everyone interested in this role to apply even if you don’t meet all the requirements. The hiring process for this role will include a phone screen and a virtual or in-person panel interview. In some instances, additional panel interviews may take place. If you need reasonable accommodation during the job application or interview process, please contact us at jobs@kcts9.org.

953 21st Ave, Seattle, WA 98122, USA

Tax Preparer - Personal and Corp Return Preparer (Auburn)635792486400031220

Tax Preparer - Personal and Corp Return Preparer (Auburn)

Tax Manager – Join a Thriving Accounting Firm (Hiring Now!) Location: Auburn, WA Position Type: Full-Time, Year-Round Opportunity Job Level: Experienced | Management Potential Why Join Action Tax Service? We’re not your average accounting firm. For over 25 years, Action Tax Service has been the largest and most successful independently owned tax and accounting practice in the Auburn area. We are known for our exceptional client service, dedicated team, and fun, professional culture. We are currently hiring an experienced Tax Preparer who may also qualify for a Tax Manager role based on leadership and management skills. This is a year-round opportunity with strong potential for professional growth. What’s In It For You • Leadership role at a well-established and growing firm • Opportunity to build, train, and lead your own team • A culture focused on excellence, teamwork, and fun • Freedom to implement systems and processes that improve service delivery • Competitive salary based on experience • Comprehensive benefits including: o Medical Insurance o Paid Vacation & Holidays o Retirement Plan ________________________________________ What You’ll Do – Role Objectives 1. Lead and Manage a High-Performing Team • Recruit, mentor, and oversee tax preparers and administrative staff • Establish clear procedures and workflows for consistent, quality service • Drive a positive, productive, and client-focused team culture 2. Deliver Tax Excellence • Prepare and review individual (1040) and corporate (1120S) tax returns • Assist with bookkeeping, payroll, quarterly and excise tax filings as needed • Lead client tax planning and support filing extensions 3. Ensure Operational Efficiency & Accuracy • Monitor deadlines, billings, collections, and client communications • Use Key Performance Indicators (KPIs) to manage outcomes • Oversee and review QuickBooks-based reporting and reconciliations • Support bookkeeping staff with technical questions as needed 4. Provide Outstanding Customer Service • Serve as a trusted advisor to clients • Resolve issues with speed, professionalism, and care • Deliver tax work that is timely, accurate, and valuable ________________________________________ What We’re Looking For Required Experience & Skills • Minimum 10 years of tax and accounting experience (with at least 3 in a leadership role) • Strong background in preparing 1120S and individual tax returns • Advanced knowledge of QuickBooks, payroll, and quarterly tax filings • Experience managing people, systems, and outcomes in a professional services setting Education & Credentials • Bachelor’s Degree in Accounting or related field • CPA or EA (or in active candidacy) Attributes That Fit Our Culture • Strong leadership and accountability mindset • High standards for accuracy and follow-through • Solutions-oriented and adaptable under pressure • Highly organized, proactive, and deadline-driven • Positive attitude with a good sense of humor ________________________________________ Working Conditions • Office Hours: Monday–Friday, 8:00 AM–5:00 PM (Extended hours during tax season) • Location: On-site in our Auburn, WA office ________________________________________ Ready to Apply? If you’re a motivated professional who thrives in a fast-paced, client-focused environment — and you're ready to lead a team to excellence — we want to hear from you!

331 S St SE, Auburn, WA 98002, USA

Negotiable Salary

Full-Charge Bookkeeper – Commercial Property Management (Federal Way)635791315893791221

Full-Charge Bookkeeper – Commercial Property Management (Federal Way)

We are seeking a Full-Charge Bookkeeper with experience in commercial office building property management to join our team. Key Responsibilities: • Handle full-charge bookkeeping duties using QuickBooks • Manage accounts payable/receivable, bank reconciliations, and financial reporting • Oversee tenant billing, lease tracking, and rent collections • Maintain and understand lease agreements and rental forms • Interface with tenants in a professional and friendly manner • Coordinate with building maintenance personnel to ensure smooth property operations • Routinely check in with tenants and respond to building-related needs • Be a key part of our team Ideal Candidate: • Minimum 3–5 years’ experience in property management accounting • Proficient in QuickBooks and general accounting principles • Knowledge of commercial lease structures and rental documentation • Personable, proactive, team player, and reliable communicator • Comfortable managing multiple priorities and solving problems independently • Experience working with maintenance or facilities teams a plus Please send your resume and a brief cover letter. We look forward to hearing from you!

31405 18th Ave S, Federal Way, WA 98003, USA

Negotiable Salary

Construction Controller / Office Manager635791308775711222

Construction Controller / Office Manager

Seeking full or Part-time Construction Controller / Office Manager - Requires knowledge of Pro Contractor software job costing, and perform in house payroll, filing quarterly taxes, submitting certified payrolls, and intents for public jobs. Submitting 940 and 941, W-2's / W-3's & 1099's federal forms. Extensive knowledge of Washington State Sales Tax Laws. Accounts Receivables / Accounts Payables, knowledge of 401k plans and distributions, payroll deductions and plan distributions, health care plans, HR, reconcile bank accounts, aging and WIP reports, accrual basis knowledge a must, administer garnishments, ensure proper PTO and sick pay, allocate vehicle and equipment use, organize and manage company files, strong knowledge of Microsoft Office Suite, (specifically Excel, and Word). Must be bondable and have or obtain a notary stamp, a minor in accounting preferred, Coordinate with Project Manager on job set up and contract administration, good driving record and reliable transportation, pass background check and drug test as condition of employment. We are a 53-year-old south end (Auburn) General Contractor performing state and city highway work. We offer medical, dental, vision and a true profit-sharing plan (very rare). We perform approximately 5 to 10 million a year in gross revenue and have roughly 25 employees. We have four people in the office, and we strive for a healthy work environment aiming to make your job fun and enjoyable. Please call 253-351-0001, or email resume. We are and Equal Opportunity Employer.

2823 W Valley Hwy N, Auburn, WA 98001, USA

$70,000-95,000/year

Chief Credit Officer - Puyallup, WA634998517208331223

Chief Credit Officer - Puyallup, WA

We are seeking a new Chief Credit Officer (CCO) to join our team, ideally located in our Puyallup, WA office. In this role, you will be responsible for overseeing the credit function, ensuring the quality and performance of our loan portfolio, and leading the development and implementation of credit strategies for a wide range of construction and development projects. As the CCO, you will work closely with the executive team, cross-functional business units, manage relationships with credit agencies, and ensure that all credit decisions align with the company's strategic objectives and risk tolerance. Builders Capital is the nation's largest private construction lender, offering innovative financing solutions to a broad spectrum of developers and homebuilders. Our loan products include options for Acquisition, Development, Construction, and Bridge financing, in the form of single-asset loans, portfolio loans, and revolving credit facilities. The Chief Credit Officer will play a key role in ensuring the successful management of these financing products while also overseeing credit risk and managing a diverse portfolio of clients in the construction and real estate industries. What You’ll Do: Credit Strategy Development: Lead the development and execution of credit policies, guidelines, and strategies to ensure sound credit risk management and profitable loan performance. Risk Assessment: Oversee the analysis and assessment of credit risk for new and existing loan portfolios, including evaluation of borrower financial health, project feasibility, and collateral. Credit Approval Process: Manage the credit approval process, ensuring that all loan decisions are made in line with company risk tolerance and strategic goals. Portfolio Management: Monitor and manage the performance of the loan portfolio, working with the operations and risk management teams to ensure timely payment and minimize defaults. Compliance & Regulation: Ensure compliance with regulatory requirements and industry standards, overseeing audits, credit reviews, and internal reporting processes. Credit Analysis Leadership: Lead a team of credit analysts and professionals, providing guidance on complex credit issues and ensuring the quality of credit underwriting. Stakeholder Collaboration: Work closely with the executive team, sales, and operations to align credit policies with business development and operational needs. Vendor & Partner Management: Manage relationships with external vendors, credit agencies, and partners to ensure the best credit practices are applied across the portfolio. Performance Metrics: Utilize data and analytics to assess credit performance and risk, providing regular updates to the executive team on key performance indicators (KPIs) and portfolio health. Risk Mitigation: Develop and implement strategies to mitigate risk in the loan portfolio, identifying trends and making recommendations for adjustments or new credit offerings. Market Insights: Stay informed about the latest industry trends, market conditions, and economic factors that may impact credit risk and lending opportunities. Executive Reporting: Provide regular updates and reports to the executive team on credit portfolio performance, risk management activities, and key credit metrics. Ad Hoc Projects: Take on special projects related to credit analysis, portfolio management, and risk mitigation as needed, ensuring alignment with the company's overall business priorities. Requirements Strategic Thinker: Ability to think big-picture and develop long-term credit strategies that align with company goals and risk tolerance. Leadership: Proven experience in leading and managing credit teams, driving results through effective decision-making and team collaboration. Data-Driven: Strong analytical skills with the ability to interpret financial data, credit reports, and market conditions to inform decisions and drive business outcomes. Risk Management Expertise: Deep knowledge of credit risk management principles, loan structures, and credit underwriting processes in the construction and real estate sectors. Collaborative: A team player who works effectively with internal departments, including sales, operations, and legal, to ensure cohesive risk management strategies. Adaptability: Ability to navigate changes in market conditions, adjust credit strategies, and take proactive steps to mitigate emerging risks. Experience: Proven experience in a senior credit role within the lending or financial services industry, with a successful track record of managing credit portfolios and mitigating risks. Education: A Bachelor's degree in Finance, Business, Economics, or a related field; advanced certifications such as CFA or MBA are a plus. Industry Knowledge: Extensive knowledge of credit trends, economic factors, and lending regulations in the private construction lending industry. Leadership Skills: Strong communication, negotiation, and leadership abilities to effectively manage both internal teams and external vendors. Benefits Why Builders Capital? Competitive Compensation: Builders Capital offers competitive wages and performance-based incentives to reward your expertise. Work Flexibility: Enjoy a flexible work environment in a company that values both professional and personal life. Growth Opportunity: As the nation’s largest private construction lender, Builders Capital is an industry leader, offering you endless opportunities for personal and career growth. Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. At Builders Capital, we believe in taking care of our team. Here’s a glimpse of the benefits that come with joining us: Health Insurance: Builders Capital pays 100% of employee medical insurance premiums, offering both PPO and HSA options. Paid Time Off: Enjoy three weeks of PTO annually to recharge and relax. Paid Holidays: Take advantage of 10 paid holidays throughout the year. Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan Ready to Shape the Future of Talent at Builders Capital? If you’re ready to make an impact in a fast-growing organization that values innovation, teamwork, and excellence, we’d love to hear from you. Apply now or send us a message to learn more about this exciting opportunity! Construction Loan Services II LLC (Builders Capital) and its affiliates are Equal Employment Opportunity (EEO) employers and welcome all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Puyallup, WA, USA

Negotiable Salary

Senior Financial Advisor633934976821771224

Senior Financial Advisor

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service Act as primary point of contact for clients and their other trusted advisors Lead the preparation of assigned prospect proposals and client review presentations Participate in all client review meetings and present/discuss cash flow models and advanced planning topics Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed Assist Advanced Planning Team with cash flow modeling for clients Continually build strong relationships with assigned client families Comply with all industry rules and regulations along with firm policies Be a team player Requirements Bachelor's degree Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 65 or equivalent CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance Knowledge of fundamental estate planning tools and techniques Experience delivering fundamental asset management tools and techniques Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences Excellent time management skills and follow-through The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc. Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction Exceptionally high emotional intelligence, personal integrity, and accountability Enthusiasm and aptitude for learning A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: Experience providing advice or guidance to privately held business owners/families Life and Disability Insurance license Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: Full-time position / exempt status Competitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 3% of your annual pay Paid Time Off: Starting at 15 days per year, with PTO accrual program. Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs. Parking available Wellness reimbursement Regular team off-sites, events, including an annual team retreat Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 www.parcionpw.com Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Bellevue, WA, USA

$185,000-250,000/year

Financial Advisor (Family Advisor)634998062727691225

Financial Advisor (Family Advisor)

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include: Wealth Enhancement Cash Flow Planning Education Planning Asset Management Lending Solutions Life Insurance Family Meetings Health Insurance Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service Be main point of contact for clients and their trusted advisors Internally lead the preparation of all prospect proposals and client review presentations Participate in all client review meetings and present/discuss advanced planning topics Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed Prepare proprietary reports for clients on an individualized basis Assist Financial Planning Department with cash flow modeling for clients Build strong relationships with assigned client families Comply with all industry rules and regulations along with Firm policies Requirements Required Qualifications: Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 63, 65, and/or 66 Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance Knowledge on fundamental estate planning tools and techniques Knowledge on fundamental asset management tools and techniques Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences Excellent time management skills and follow-through The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc. Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction Exceptionally high emotional intelligence, personal integrity, and accountability Enthusiasm and aptitude for learning A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: Experience providing advice or guidance to privately held business owners/families CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred Life and Disability Insurance license Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: Full-time position / exempt status Competitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 3% of your annual pay Paid Time Off: Starting at 15 days per year, with PTO accrual program. Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs. Parking available Wellness reimbursement Regular team off-sites, events, including an annual team retreat Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 www.parcionpw.com Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Bellevue, WA, USA

$88,000-150,000/year

Popular Jobs

Popular Cities

Accounting Recruitment Administration & Office Support Recruitment Advertising， Arts & Media Recruitment Call Center & Customer Service Recruitment CEO & General Management Recruitment Community Services & Development Recruitment Construction Recruitment Consulting & Strategy Recruitment Design & Architecture Recruitment Education & Training Recruitment

Seattle Banking & Financial Services Recruitment Redmond Banking & Financial Services Recruitment SeaTac Banking & Financial Services Recruitment Vancouver Banking & Financial Services Recruitment Bellevue Banking & Financial Services Recruitment Mount Vista Banking & Financial Services Recruitment Tukwila Banking & Financial Services Recruitment Kirkland Banking & Financial Services Recruitment Bothell Banking & Financial Services Recruitment Auburn Banking & Financial Services Recruitment

Help

Cookie

Cookie Settings

Our Apps

Download on the

APP Store

Download

Get it on

Google Play

© 2025 Servanan International Pte. Ltd.