Washington Banking & Financial Services Job Listings

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ESTIMATOR (Camas WA)

Summary: Join Columbia Cascade Company as an Estimator, supporting the sales team by calculating accurate product prices and ensuring precise cost estimates for sales opportunities. Highlights: 1. Support the sales team as an Estimator for a leading manufacturer 2. Focus on detail-oriented and highly accurate work with strong analytical skills 3. Utilize costing methodologies for inventory and production Columbia Cascade Company has an opening for an Estimator to support the sales team. For more than 50 years we have been a leading manufacturer of high-quality, commercial Play Structures and Outdoor Furniture. Our offices are located in downtown Camas. This is a full-time, in-office position. We are looking for someone who is detail-oriented and highly accurate in their work, with excellent analytical and organizational skills. A bachelor’s degree in business or engineering is desired but not required. The goal is to ensure an accurate cost estimate on all the sales opportunities we are pursuing. Responsibilities • Calculate product prices for the Sales team • Prepare accurate and timely production work orders • Calculate accurate product and job costing • Provide support for inventory valuations Skills • Proficiency in math • Technical writing • Knowledge of costing methodologies for inventory and production • Ability to work with minimal supervision and track multiple processes • Outstanding organizational and coordination abilities • Excellent communication and interpersonal skills • Computer-savvy with a working knowledge of costing software

408 NW Lake Rd, Camas, WA 98607, USA

$25-28/hour

Senior Financial Advisor63393497682177121

Workable

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)63499806272769122

Workable

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

Compliance & CRA Manager - To 100K - Fayetteville, AR - Job 339563499970886659123

Workable

Compliance & CRA Manager - To 100K - Fayetteville, AR - Job 3395

Compliance & CRA Manager – To $100K – Fayetteville, AR - Job # 3395 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Compliance & CRA Manager role in the greater Fayetteville, AR area. The successful candidate will be responsible for the Bank’s Compliance and CRA Programs by researching, interpreting, and assisting with applying laws and regulations. The Compliance and CRA Officer will provide consultative advice, perform oversight activities, and assume responsibility for mitigating and discouraging actions that may expose the company or its affiliates to risk. (This is not a remote position) Compliance & CRA Manager responsibilities include: Develop and maintain comprehensive written policies, operational procedures, and internal control functions relating to compliance and CRA areas. Complete annual reviews and re-approval processes of policies, procedures, and internal control functions at the Audit Committee level. Develop effective training programs to provide ongoing training relating to compliance and CRA issues. Report all compliance issues to the Senior Manager Group on a monthly and quarterly basis. Internal Compliance Committee meetings. Maintain the bank wide Compliance Management ProgramFunction as a liaison with regulatory examiners and/or external auditors relative to periodic compliance audits and examinations. Support the AML/BSA Team Manage and monitor the bank’s community lending programs to ensure community delineations are appropriate and the bank is meeting the credit needs of its whole community in a fair and equal manner. Maintain records regarding the receipt of all former customer complaints, and in conjunction with senior management derive prompt responsive action plans. Manage the bank’s Pre-Funding Review functions: Manage the bank’s credit reporting operations Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A high school diploma or general education degree (GED) is required. A Bachelor’s degree in Banking, Finance, Accounting, Business, Law, or equivalent years of experience preferred. A minimum of five years’ experience in a Bank Compliance position is desired. Previous experience with Regulatory Examinations and Audits is preferred. Compliance Certification from an Industry Compliance School is preferred. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Fayetteville, AR, USA

$0-100,000