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Job DescriptionFINN Partners has an immediate opening for a vice president in its Portland, Oregon office. If you are an accomplished corporate comms specialist looking to contribute to a high energy, collaborative team, working on integrated marketing and communication campaigns at an international agency, this is the role you’ve been looking for. As a resourceful self-starter and leader who shares FINN’s Work Hard-Play Nice values, a vice president in our strategic communications practice will have the opportunity to: • Provide strategic counsel to C-suite executives as a trusted advisor, helping clients reach and exceed their goals, • Be part of a collaborative and highly skilled team, working with local and national B2B, finance and enterprise clients with an emphasis on corporate communications, • Work on integrated marketing and communication campaigns that reward out-of-the-box thinkingYou are a strong candidate if you have:, • A minimum of 8 years of agency experience and the ability to efficiently lead multiple clients simultaneously; Proficiency in strategic communications for clients in financial or professional services industries is not required but is preferred, • Demonstrated experience in all phases of client service, including development of PR/integrated communication strategies and plans; media pitching; content development; digital, influencer and social media campaigns; project and team management; reporting and budget management, • Successfully developed and implemented impactful, brand-building programs and campaigns spanning traditional and new media, social media, influencer, and digital platforms, • Proven success in corporate, employee and executive communications with strong oral and written communications skills, • Experience in media and spokesperson training, crisis planning and management, • Passion for mentoring and helping junior team members grow, • Creativity, ingenuity, and an initiative-taking attitude, • A bachelor’s degree in public relations, business, communications, marketing, journalism, English, or related field As a FINN team member, you will have access to: • A generous time-off policy with extra time off during the summer, and office closure between Christmas and New Year’s Day, • Comprehensive medical and dental insurance with FSA, • Parental leave and flexible accommodations for working parents, • 401(k) Plan with matching benefits, • Company travel and consumer discounts, • Complimentary reservations for our company house in upstate NY, • An annual Wellness subsidy, • Hybrid WFH option, • Career growth opportunities Candidates must be able to work from the Portland, Oregon office at least three days per week. Please upload your resume and cover letter detailing your prior work experience. While we appreciate the interest of all candidates, we will only respond to those with whom we have a greater interest. About FINN Partners: FINN Partners was launched in 2011 to realize Peter Finn and the founding managing partners’ vision to create a leading communications agency dedicated to shaping a bold new future in which innovation and partnership are strong drivers of the brand. FINN Partners specializes in the full spectrum of communications services, including digital and social media. Practice areas include arts, consumer lifestyle & sports, corporate social responsibility, education, health, manufacturing, financial services, technology, travel, and public affairs. We are entrepreneurial-minded, global, and focused on integrated programs that lead with strategic communications to bring to life the world-changing technologies, products, and services of our client partners. Our company culture celebrates delighting our clients with innovative and creative campaigns and programs, and we provide opportunities for our employees to conduct career-meaningful work in a creative, fast-paced, collaborative, and fun environment. We work hard and play nice. Headquartered in New York City, the agency has 1,300+ employees, with offices in 34 cities around the world. #LI-MA1 #LI-HYBRID Powered by JazzHR 865vYRJGPW

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments, • Help bring in new assets through client referrals, • Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments, • Align our portfolio strategy with clients’ goals, • Oversee clients onboarding process, including transfer of assets, • Collaborate with several teams to provide unparalleled service, • Introduce clients to their long-term relationship manager Your Qualifications: • 3+ years’ experience working in financial services, • Hold Series 65 license or required upon hire, • Understanding of capital markets and investment products, • Manage complexity in a high-volume environment Compensation: • Base + commission (driven by conversion rate, number of clients converted, and AUM), • Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base), • This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience, • A thoughtful consultative approach with an emphasis on client focus Compensation: • $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience., • Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care, • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience, • A thoughtful consultative approach with an emphasis on client focus Compensation: • $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience., • Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care, • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role. The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients. This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients, • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals, • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Respond and manage client communication while working directly with internal departments to fulfill client operational requests Your Qualifications: • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting, • Bachelor’s degree or equivalent combination of education and experience required, • Required to pass the Series 65 (we provide robust training and support once you start), • A thoughtful consultative approach with an emphasis on client focus Compensation: • $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience., • Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care, • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank Of America Financial Advisor.

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Financial Advisors at OnPoint address and assess future financial and investment needs of our members and are detail-oriented and possess a strong desire to advance professionally with an experienced and mot

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry. At Voya Financial Advisors,

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financ

Job Description BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. The Market Lead – Data Centers is responsible for overseeing and growing the firm's service offering within the market. This includes driving a go-to-market strategy, managing client relationships, and developing the team. Reporting directly to the Development Division’s Land Development Regional Lead, this role is critical to executing the firm’s strategic objectives, including expanding market share, strengthening priority client accounts, and ensuring consistent, high-quality delivery to mission-critical clients.With a strong understanding of the California Technology ecosystem, delivery models, and permitting/regulatory environment, the Market Lead ensures excellence in project delivery, client service, talent development, and financial performance. This role fosters collaboration across offices and disciplines and serves as the primary connector between local delivery teams and Technology market leadership. Responsibilities Market Strategy & Execution: • Develop and execute the firm’s strategic plan for technology-focused markets, including data centers, advanced manufacturing, and emerging industrial submarkets., • Identify market trends, client needs, and competitive positioning to drive growth and inform firmwide strategy., • Provide subject matter expertise in mission-critical environments. Team Leadership & Development: • Lead, mentor, and develop high-performing regional teams, with a focus on building market-aligned teams as the sector grows., • Lead succession planning and talent acquisition in alignment with sector and firmwide goals. Client Engagement & Market Growth • Build and maintain relationships with key clients, developers, contractors, and industry partners., • Lead major pursuits, proposals, and presentations for high-value projects and programs., • Serve as a trusted advisor to clients on facility design, scalability and operational efficiency., • Represent the firm at industry events, conferences, and client forums. Project Oversight & Delivery: • Provide executive-level oversight on key projects to ensure quality, profitability, and client satisfaction., • Support project teams in navigating complex technical and operational challenges. Operational & Financial Management: • Lead the development and execution of the firm’s Technology market plan and budget., • Own performance across backlog, revenue, and operating margin for the Technology portfolio., • Responsible for meeting or exceeding performance KPIs including utilization, project profitability, and bookings. Requirements • Minimum of 8–10 years of experience delivering Technology projects, with a focus on Data Centers, advanced manufacturing, and/or logistics projects, with at least 3 years in a leadership role., • Demonstrated experience leading or scaling a market, practice, or business line, with accountability for growth, client development, and overall performance., • Proven ability to lead multidisciplinary teams (civil, site development, utilities, and supporting disciplines) and manage complex, fast-track programs., • Strong understanding of the West Coast’s Technology market dynamics, client delivery models, utility coordination, and permitting/regulatory frameworks., • Strong executive presence with the ability to engage and influence C-suite stakeholders and position the firm as a trusted advisor., • Demonstrated success in business development and key account management with data center owners/operators, developers, and contractors., • Excellent communication, leadership, and organizational skills., • Highly organized, analytical, and results oriented., • Ability to thrive in a fast-paced, deadline-driven consulting environment., • Willingness to travel as needed to support Bay Area project sites, client engagements, and coordination with other offices., • Able to work cooperatively with leadership and other key stakeholders within BKF., • Bachelor's degree in Civil Engineering, Engineering, Construction Management, or a closely related field is required., • PE license in California is preferred. Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $185, 000.00 - $235,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly., • Competitive salaries, profit sharing, and 401k., • Generous paid time off packages., • 9 Paid Holidays., • Flexible schedules., • Education reimbursement, Paid annual dues for professional and societal organizations., • BKF offers competitive and award-winning benefits and perks. To learn more click here. BKF provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BKF does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

Job Description BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. The Market Lead – Technology is responsible for overseeing and growing the firm’s Technology service offering within the market. This includes driving a go-to-market strategy, managing client relationships, and developing the team. Reporting directly to the Development Division’s Land Development Regional Lead, this role is critical to executing the firm’s strategic objectives, including expanding market share, strengthening priority client accounts, and ensuring consistent, high-quality delivery to mission-critical clients.With a strong understanding of the California Technology ecosystem, delivery models, and permitting/regulatory environment, the Market Lead ensures excellence in project delivery, client service, talent development, and financial performance. This role fosters collaboration across offices and disciplines and serves as the primary connector between local delivery teams and Technology market leadership. Responsibilities Market Strategy & Execution: • Develop and execute the firm’s strategic plan for technology-focused markets, including data centers, advanced manufacturing, and emerging industrial submarkets., • Identify market trends, client needs, and competitive positioning to drive growth and inform firmwide strategy., • Provide subject matter expertise in mission-critical environments. Team Leadership & Development: • Lead, mentor, and develop high-performing regional teams, with a focus on building market-aligned teams as the sector grows., • Lead succession planning and talent acquisition in alignment with sector and firmwide goals. Client Engagement & Market Growth • Build and maintain relationships with key clients, developers, contractors, and industry partners., • Lead major pursuits, proposals, and presentations for high-value projects and programs., • Serve as a trusted advisor to clients on facility design, scalability and operational efficiency., • Represent the firm at industry events, conferences, and client forums. Project Oversight & Delivery: • Provide executive-level oversight on key projects to ensure quality, profitability, and client satisfaction., • Support project teams in navigating complex technical and operational challenges. Operational & Financial Management: • Lead the development and execution of the firm’s Technology market plan and budget., • Own performance across backlog, revenue, and operating margin for the Technology portfolio., • Responsible for meeting or exceeding performance KPIs including utilization, project profitability, and bookings. Requirements • Minimum of 8–10 years of experience delivering Technology projects, with a focus on Data Centers, advanced manufacturing, and/or logistics projects, with at least 3 years in a leadership role., • Demonstrated experience leading or scaling a market, practice, or business line, with accountability for growth, client development, and overall performance., • Proven ability to lead multidisciplinary teams (civil, site development, utilities, and supporting disciplines) and manage complex, fast-track programs., • Strong understanding of the West Coast’s Technology market dynamics, client delivery models, utility coordination, and permitting/regulatory frameworks., • Strong executive presence with the ability to engage and influence C-suite stakeholders and position the firm as a trusted advisor., • Demonstrated success in business development and key account management with data center owners/operators, developers, and contractors., • Excellent communication, leadership, and organizational skills., • Highly organized, analytical, and results oriented., • Ability to thrive in a fast-paced, deadline-driven consulting environment., • Willingness to travel as needed to support Bay Area project sites, client engagements, and coordination with other offices., • Able to work cooperatively with leadership and other key stakeholders within BKF., • Bachelor's degree in Civil Engineering, Engineering, Construction Management, or a closely related field is required., • PE license in California is preferred. Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $185, 000.00 - $235,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly., • Competitive salaries, profit sharing, and 401k., • Generous paid time off packages., • 9 Paid Holidays., • Flexible schedules., • Education reimbursement, Paid annual dues for professional and societal organizations., • BKF offers competitive and award-winning benefits and perks. To learn more click here. BKF provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BKF does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

Job Description Alternate titles: Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque Santa Fe · Financial Planner NM Location: Albuquerque, NM · Santa Fe, NM · Las Cruces, NM · Los Alamos, NM · Rio Rancho, NM Employment Type: W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). NLG issues the Form W-2 and checks Box 13. Social Security and Medicare (FICA) taxes are withheld from commission payments, with the employer matching share paid by NLG. Federal income tax is typically not withheld (paid via quarterly estimated tax). Income and business expenses are reported on IRS Schedule C — advisors retain the ability to deduct ordinary and necessary business expenses directly against commission income. WealthBridge Financial Group is the General Agency under which advisors are affiliated, providing infrastructure, training, override compensation, and access to the agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Compensation is entirely commission-based with no guaranteed base salary; advisors retain 100% ownership of their book of business.) About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. The Opportunity: Washington's independent financial-services channel is dominated by RIAs and a handful of large captive broker-dealers. There's a material gap for independent producers who want NLG (A+) product access combined with industry-leading compensation and a team override on First-Year Commissions. If you're producing in the Seattle metro, Bellevue's tech corridor, Tacoma, or Spokane and ready for a confidential conversation, we want to talk. We respect any contractual obligations you have to your current firm. We are selective. Decisions within 14 21 days after legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release, WA State Patrol fingerprinting, and background-check processing. Preferred market presence: Established relationships in the Catalina Foothills, Oro Valley, and Marana corridor; the Green Valley/ Sahuarita retiree market; the Lake Havasu/Kingman seasonal resident and small-business market; or the Santa Cruz County border market. Spanish fluency is a strong advantage for Nogales/Rio Rico. What you gain: • Industry-leading, production-tiered compensation., • 100% book portability., • Team override on First-Year Commissions (FYC)., • Open product marketplace — NLG (A+) as primary carrier plus multi-carrier shelf for product fit., • Transition bonus negotiated case-by-case., • Advanced Markets and Premium Finance for HNW cases, especially relevant to Eastside tech equity compensation planning and Seattle real-estate legacy planning., • Early-cohort positioning in WealthBridge's Washington region., • Multi-state reciprocity — your WA Life & Disability license extends by non-resident reciprocity to OR, ID, and other states. Washington non-compete enforceability advantage (for your consideration): Washington's Non-Compete Act (RCW 49.62, significantly amended in 2020 and 2023) places the strictest limits in the nation on employer enforcement of non-compete agreements. Non-competes are unenforceable against employees or independent contractors earning below statutory income thresholds (indexed annually); and for 1099 independent contractors, additional notice and reasonableness requirements apply. If you are currently under a non-compete in WA, it may be less enforceable than you assume. We encourage you to review any restrictions with WA-licensed counsel before concluding you cannot make a move. Non solicitation clauses have separate, typically more limited scope. Representative scenarios for discussion during Discovery: • Solo producer: compensation positioned at the industry-leading payout tier based on your annual production., • Producer with a developed team: personal compensation layered with FYC-based override income on team production., • Producer building toward Managing Director: personal compensation, FYC-based team override, and the additional MD compensation layer. Specific figures are reviewed with candidates based on individual book size, product mix, persistency, and contract terms. Compensation (per RCW 49.58.110 pay transparency): Commission-based, uncapped. Independent contractor (1099). Earnings depend on book size, product mix, persistency, market conditions, and contract terms. Good-faith earnings estimate per RCW 49.58.110: Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Washington state-level estimates are available from the Washington Employment Security Department OEWS report at esd.wa.gov; Washington tends to rank above the national median for this occupation. Established producers transferring from a captive or independent firm typically earn at or above the median, with year-one earnings depending on book size, product mix, persistency, and the speed of book transition. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship. How to apply: Apply through this post or schedule up to a 1-hour conversation with the regional Managing Director's scheduling link. Direct scheduling link: https://calendly.com/mwpenn94 Every application receives a response within 5 business days. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. This is a W-2 Statutory Employee of National Life Group opportunity (Internal Revenue Code §3121(d)(3) (B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 checked). Compensation is entirely commission-based with no guaranteed base salary. FICA is withheld from commission payments by National Life Group with the employer-matching share paid by NLG; income and business expenses are reported on Schedule C. WealthBridge Financial Group serves as the General Agency, and affiliated advisors have access to the WealthBridge agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.com Requirements • Active Washington Life & Disability insurance license (WA terminology for the Life & Health license — same product scope)., • Series 6/7 + 63/66 preferred., • 3+ years of financial services or insurance experience, or equivalent production track record., • Established Washington client relationships., • Entrepreneurial mindset., • No binding non-solicitation, or clear timeline for expiration., • WA State Patrol fingerprinting and background check on file., • Ready to decide within 14–21 days after legal review. The 5-step evaluation: Discovery → Overview (NDA available for senior-producer conversations) → Senior leadership intro → Business plan → Decision and offer. 14–21 days. Fully confidential. Benefits WealthBridge platform support for associates: • Training allowance and performance-based incentives., • Sponsorship for required licenses and continuous training., • Flexible schedule with strong work-life balance., • Industry-leading, production-tiered compensation structure with transparent tier progression., • 4-week intensive joint-field training with leadership., • 100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit., • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department. Team override on First-Year Commissions (FYC) as you develop junior advisors., • Clear Associate → Senior Associate → Managing Director career path.

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial Elite payout structure: 60–80%+, depending on book size and profile True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. Independent, advisor-first platform built to reduce friction and inefficiency Scalable infrastructure that lets you focus on clients, not admin Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors—not trainees or product pushers The Role Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Clear alignment between revenue generation and take-home pay Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job Description TITLE: Associate Business Client Advisor (Credit Analyst) REPORTS TO: Commercial Banking Team Leader FLSA: Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm SUMMARY Credit Analyst will work with one or more assigned Loan Officers on a specific portfolio, providing high level support services in the areas of credit analysis, document preparation, loan accounting and portfolio management. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and banking regulations. ESSENTIAL DUTIES • Performs analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Independently researches and analyzes borrower company and industry data., • Discusses pricing and recommends loan structure with loan officer. Presents and offers creative solutions to meet the borrowing needs of our clients., • Independently prepares complete written analyses of borrowers’ financial condition and presentation materials, demonstrating full understanding of analysis results and identifying areas where clarification is required., • Assists in the review of loan documents for accuracy, completeness, and adherence to approval conditions., • Attends client meetings with loan officers. Develops relationship with borrowers establishing themselves as a reliable point of contact when the loan officer is unavailable., • Assists in loan closings, ensuring proper execution of all loan documents., • Proactively notifies clients of upcoming loan maturities, renewals, rate adjustments and other loan events, ensuring receipt of all necessary documentation to complete renewals in a timely manner., • Obtains and maintains State of Oregon Notary designation. SECONDARY DUTIES • Responds to inquiries or refers inquiries to the appropriate department or person, exhibiting the necessary follow through with clients and/or colleagues involved., • Provides direct and indirect customer service by giving advice and answers for a variety of basic to complex questions to clients and to colleagues., • Maintains all related paper file systems so that necessary documents can be found easily, and documentation is consistent and complete., • Provides back up support by preparing loan documents for signature., • Assumes responsibility for various department functions in the absence of staff members or in overload situations., • Completes assigned compliance training. Maintains compliance with Bank’s BSA/AML policies and procedures. GENERAL • Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions., • Follows policies and procedures and completes administrative tasks correctly and on time., • Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas., • Performs position safely and reports potentially unsafe conditions., • Works according to established schedules, arriving on time and with a positive attitude., • Any other duties as defined by management. QUALIFICATIONS AND DEMONSTRATED ABILITIES These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor degree in finance, accounting, business administration or related field; or equivalent combination of education and experience. Work related experience should consist of finance, accounting or business management. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to finance, accounting or business., • One (1) to three (3) years’ experience in similar capacity., • Ability to read, analyze and interpret business periodicals, professional journals and technical procedures., • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders., • Excellent skills in computer terminal and personal computer operation; keyboarding, spreadsheet and specialty software programs to meet production needs of the position., • Good organizational and time management skills, to ensure maximum productivity., • Ability to operate standard office equipment such as copy and fax machines, scanner, etc., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. PHYSICAL REQUIREMENTS • Ability to sit and/or stand for extended periods of time., • Occasional walking to assist or meet with clients and staff at various locations within the Bank., • Continuous clarity of vision at 20 inches or less for normal processing of work., • Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, and maintaining files., • Occasional use of arms such as pushing/pulling to open and close drawers and cabinets., • Occasional bending and/or reaching for supplies, etc. on both low and high shelves.

Job DescriptionDescription: Position Summary We are seeking a Tax Senior Manager to join our Manufacturing team. The Tax Senior Manager, Manufacturing serves as a strategic leader responsible for overseeing complex, multi-service tax engagements for manufacturing clients and driving long-term client and firm success. This role manages executive-level client relationships, integrates cross-functional services, and applies advanced technical and industry expertise to deliver high-value federal, state, and international tax compliance and advisory solutions tailored to manufacturing businesses. The Tax Senior Manager, Manufacturing acts as a trusted business advisor, develops future leaders, and contributes to portfolio growth, market expansion, and specialty practice development. This position balances exceptional client service with firm priorities while modeling GMCO's values, culture, and commitment to excellence. What you’ll be doing • Lead and manage complex, multi-service tax engagements for manufacturing clients at the executive level — anticipating deliverable timelines, resolving issues before escalation, and aligning internal resources for seamless execution — ensuring compliance with applicable federal, state, and local tax laws, regulations, and firm methodology, and preparing deliverables for shareholder review with accuracy and strategic presentation tailored to the audience., • Evaluate and provide expert guidance on federal and multi-state corporate and partnership tax matters for manufacturing clients, including entity structure optimization, cost segregation and fixed asset strategies, IRC Section 199A deductions, UNICAP rules under IRC Section 263A, manufacturing tax credits (including R&D/IRC Section 41 credits and energy credits), and the tax implications of inventory accounting methods; serve as a recognized technical authority in these areas and shape technical strategy across specialty manufacturing engagements., • Advise on international tax matters relevant to manufacturing clients, including transfer pricing policies, GILTI, BEAT, FDII, and cross-border supply chain structures; identify exposures and opportunities arising from multinational manufacturing and distribution operations., • Manage engagement economics with strategic foresight and financial discipline — overseeing pricing, budgeting, billing, scope management, staffing, and workflow efficiency across multiple concurrent complex engagements — optimizing resource allocation and making delivery decisions that balance client needs against GMCO's long-term profitability goals., • Build and deepen executive-level client relationships by proactively tracking evolving client priorities and communicating throughout the year on engagement status, emerging issues, legislative and regulatory developments, and tax planning opportunities specific to manufacturing; influence client strategy, help clients navigate industry-specific tax trends and regulatory changes, and identify opportunities to enhance their tax positions., • Act as a trusted business advisor by integrating cross-functional services, connecting complex client challenges to GMCO's full suite of offerings, and owning portfolio growth targets through cross-selling, identification of new market opportunities, and leadership of go-to-market strategies., • Lead, mentor, and develop staff, senior associates, and managers through on-the-job coaching, internal CPE, engagement and annual performance evaluations, and career development guidance; drive succession planning, offer stretch opportunities, support recruitment of top talent, and build a pipeline of future firm leaders., • Model ethical leadership and proactive risk management by identifying and mitigating risks, mentoring others in professional conduct, and contributing to external publications and technical forums that advance GMCO's thought leadership and industry presence in manufacturing taxation., • Champion organizational change and firm culture by contributing practical solutions, modeling adaptability, leading firm-wide initiatives, and promoting GMCO's brand through industry speaking engagements, published insights, and participation in professional organizations; demonstrate a firm-first mindset in all resource, delivery, and growth decisions., • Demonstrate and uphold core values including integrity, quality, innovation, stewardship, and inclusivity in all aspects of client service and team leadership.Requirements: What makes you a fit • Education: Bachelor’s degree in Accounting, Business, Finance, or a related field., • Experience: A minimum of 7+ years of recent public accounting experience in tax, including demonstrated leadership of complex tax engagements for manufacturing, industrial, or related commercial clients., • Specialty: Broad and advanced exposure to federal and multi-state corporate and partnership taxation as applied to manufacturing businesses, including experience with cost of goods sold analysis, inventory method elections (LIFO/FIFO), IRC Section 263A/UNICAP, accounting method changes, tax depreciation strategies, R&D tax credits, energy credits, and manufacturing deductions; recognized expertise across a wide variety of multi-state tax issues including nexus, apportionment, and combined filing considerations., • Technical Skills: Advanced technical proficiency in federal corporate and partnership tax compliance, multi-state income and franchise tax, IRC Section 199A pass-through deductions, IRC Section 41 R&D credits, cost segregation analysis, bonus depreciation and Section 179 planning, UNICAP computations, ASC 740 tax provisions, transfer pricing fundamentals, GILTI/FDII/BEAT considerations, accounting method changes, and tax research and consulting across multi-entity manufacturing structures., • Leadership: Demonstrated experience managing managers and developing future leaders, including succession planning and talent strategy., • License: Active CPA license required., • Communication: Exceptional executive communication skills, with the ability to translate complex technical matters into clear, strategic insights for clients and firm leadership; experience contributing to external publications or technical forums a plus., • Software: Highly proficient with Microsoft Office and tax compliance software platforms (e.g., CCH Axcess Tax, Thomson Reuters UltraTax); adaptable to emerging technologies., • Project Management: Strong ability to manage multiple complex engagements and competing priorities in a fast-paced, high-performance environment. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $135,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options and flexible working hours in the summer, • Parking and Transit Reimbursement, • Flexible Spending Accounts, • On-site gym and locker room, • Incentive plan for sales leads, • Generous Employee Referral Program Company Overview Geffen Mesher and Company, PC (GMCO) proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At GMCO, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information. #LI-Hybrid

Job DescriptionDescription: Position Summary We are seeking an Assurance Senior Manager to join our Construction team. The Assurance Senior Manager serves as a strategic leader responsible for overseeing complex, multi-service client engagements and driving long-term client and firm success. This role manages executive-level client relationships, integrates cross-functional services, and applies advanced technical and industry expertise to deliver high-value assurance and advisory solutions. The Assurance Senior Manager acts as a trusted business advisor, develops future leaders, and contributes to portfolio growth, market expansion, and specialty practice development. This position balances exceptional client service with firm priorities while modeling GMCO's values, culture, and commitment to excellence. What you’ll be doing • Lead and manage complex, multi-service assurance engagements for construction industry clients at the executive level — anticipating deliverable timelines, resolving issues before escalation, and aligning internal resources for seamless execution — ensuring compliance with US GAAP, GAAS, and firm methodology and preparing deliverables for shareholder review with accuracy and strategic presentation tailored to the audience., • Provide expert guidance on construction-specific accounting issues such as percentage of completion revenue recognition, cost-to-cost measurements, work in progress (WIP) rollforwards, job cost accounting, backlog reporting, claims and change orders, contract modifications, retainage, and contract asset/liability classification; serve as a recognized technical authority and thought-leader in these areas and shape technical strategy across specialty advisory engagements., • Manage engagement economics with strategic foresight and financial discipline — overseeing pricing, budgeting, billing, scope management, staffing, and workflow efficiency across multiple concurrent complex engagements — optimizing resource allocation and making delivery decisions that balance client needs against GMCO's long-term profitability goals., • Build and deepen executive-level client relationships by proactively tracking evolving client priorities and communicating throughout the year on engagement status, emerging issues, audit findings, and industry best practices; influence client strategy, help clients navigate industry and regulatory trends, and identify opportunities to enhance their operational and financial performance., • Act as a trusted business advisor by integrating cross-functional services, connecting complex client challenges to GMCO's full suite of offerings, and owning portfolio growth targets through cross-selling, identification of new market opportunities, and leadership of go-to-market strategies., • Lead, mentor, and develop staff, senior associates, and managers through on-the-job coaching, internal CPE, engagement and annual performance evaluations, and career development guidance; drive succession planning, offer stretch opportunities, support recruitment of top talent, and build a pipeline of future firm leaders., • Model ethical leadership and proactive risk management by identifying and mitigating risks, mentoring others in professional conduct, and contributing to external publications and technical forums that advance GMCO's thought leadership and industry presence., • Champion organizational change and firm culture by contributing practical solutions, modeling adaptability, leading firm-wide initiatives, and promoting GMCO's brand through industry speaking engagements, published insights, and participation in professional organizations; demonstrate a firm-first mindset in all resource, delivery, and growth decisions., • Demonstrate and uphold core values including integrity, quality, innovation, stewardship, and inclusivity in all aspects of client service and team leadership.Requirements: What makes you a fit • Education: Bachelor’s degree in Accounting, Business, Finance, or a related field., • Experience: A minimum of 7+ years of recent public accounting experience in assurance, including demonstrated leadership of complex, multi-service engagements., • Industry: Construction contractor audit/review experience required, including advanced familiarity with job schedules, contract revenue recognition, and job-cost accounting frameworks., • Leadership: Demonstrated experience managing managers and developing future leaders, including succession planning and talent strategy., • License: Active CPA license required., • Communication: Exceptional executive communication skills, with the ability to translate complex technical matters into clear, strategic insights for clients and firm leadership; experience contributing to external publications or technical forums a plus., • Software: Highly proficient with audit technology platforms, analytics tools, and construction-related financial systems; adaptable to emerging technologies., • Project Management: Strong ability to manage multiple complex engagements and competing priorities in a fast-paced, high-performance environment. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $135,000-$185,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options and flexible working hours in the summer, • Parking and Transit Reimbursement, • Flexible Spending Accounts, • On-site gym and locker room, • Incentive plan for sales leads, • Generous Employee Referral Program Company Overview Geffen Mesher and Company, PC (GMCO) proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At GMCO, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information. #LI-Hybrid

Job Description Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first. Recruiter Notice: We respectfully ask external recruiters and staffing agencies not to submit candidates. We only accept direct applications. At Kelso Building Services, we're focused on helping our team members succeed by providing the support, training, and tools needed to excel. We take pride in a culture built on integrity, innovation, and outstanding customer service—offering you the chance to grow your career in a fast-paced, rewarding setting. Role Overview This position is responsible for developing new business and managing client relationships within the commercial HVAC space. You'll work directly with customers to understand their needs and deliver tailored solutions that improve system performance, efficiency, and reliability. Responsibilities Generate New Business Actively prospect through cold outreach, networking, referrals, and strategic engagement. Build and manage a healthy pipeline of opportunities, ensuring consistent follow-up and conversion. Evaluate Needs & Recommend Solutions Conduct site visits and consultations to assess building requirements, current system performance, and budget considerations. Propose HVAC solutions that align with both technical specifications and client objectives. Prepare Proposals & Presentations Develop clear, accurate proposals, including scope, pricing, and timelines. Deliver presentations that effectively communicate value and address client questions or concerns. Work Cross-Functionally Coordinate with internal teams such as project managers, estimators, and field technicians to ensure projects are scoped properly and executed successfully. Manage Client Relationships Serve as a trusted advisor and primary point of contact throughout the sales process and beyond. Build lasting partnerships that drive repeat business and referrals. Deliver on Sales Targets Consistently meet or exceed established sales quotas through strategic planning and a customer-focused approach. Stay Current on Industry Trends Maintain up-to-date knowledge of HVAC technologies, competitive offerings, and industry developments to remain effective in the market. Qualifications • Minimum 2+ years of experience in HVAC or technical sales, • Solid understanding of commercial HVAC equipment, systems, and services, • Strong communication, negotiation, and relationship-building skills, • Self-starter with a results-driven mindset, • Experience using CRM platforms (Salesforce, HubSpot, or similar) and Microsoft Office, • Valid driver's license with ability to travel for client meetings, • Ability to work independently while collaborating with internal teamsCompensation & Benefits, • Competitive base salary with commission opportunities and performance bonuses, • Medical, dental, and vision insurance, • Paid time off and holidays, • Ongoing training and career development programs Why Join Kelso Industries? Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors. Here you will experience: Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways. Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable. Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day. Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being. Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States, • Certified Financial Planner preferred, but not required with relevant experience. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support.

Bank of America believes both in the importance of working together and offering flexibility to our employees. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. Qualifications Successful COUNTRY Trust Bank Financial Advisors are:. COUNTRY Finan

Job Description:\n\nWho We Are Liberum exists to deliver in the environments where most firms struggle. Our clients are public sector agencies navigating enterprise-scale transformations in politically complex, high-stakes environments where the margin for error is thin, and the consequences of failure are public. We believe clients deserve real ownership, not warm bodies and hope. We are a team first. Not a loose collection of consultants sharing a logo, but a genuine team that pushes each other’s thinking, pressure-tests each other’s work, and shows up when engagements get hard. The people we hire make the team better, not just their own deliverables. We’re building an AI-forward consulting practice. We don’t manage growth or strategy the way firms did five years ago. We use AI to see around corners, move faster, and deliver sharper analysis than leaders who are still doing everything manually. If your toolkit hasn’t evolved to include AI as a core capability, you’re already behind the standard at Liberum. We’re also at an inflection point. Liberum has built a strong reputation delivering complex solutions for Washington State agencies. Now we’re ready to scale: expanding across the Pacific Northwest, deepening our client relationships, building our brand, and assembling a team of elite practitioners. We need a leader who can drive that growth and shape the firm’s future, not just manage what exists today. If you’re looking for a comfortable executive title and a steady paycheck, this isn’t the role. If you want to build something: grow a firm, set its strategic direction, and leave a lasting mark on how public sector consulting gets done in the PNW. Keep reading. The Role This is not a business development position with a leadership title. This is a senior executive role for someone who will shape the trajectory of the firm. You will own the growth strategy, yes, but you’ll also have a seat at the table on firm-wide operational decisions, financial accountability, talent strategy, and the culture that defines who Liberum is and who we become. You will serve as the primary engine for Liberum’s expansion across the Pacific Northwest (Washington, Idaho, Montana, and Oregon), building the relationships, partnerships, and market presence that turn a strong Washington State practice into a dominant regional firm. But growth without substance is noise. You’ll also be accountable for ensuring that every new engagement, every new hire, and every new partnership meets the standard Liberum is built on. The right candidate isn’t precious about role boundaries. You’ll partner with Project Directors to provide executive air cover, regional networking, and strategic insight. You’ll step into client escalations when the situation demands senior leadership presence. You’ll make hiring and team composition decisions that shape our delivery capability. And you’ll own growth outcomes, not just pipeline metrics, but whether the growth you’re driving translates into real, sustainable business results aligned with where the firm is headed. You’re an AI-enabled executive. You use AI tools to analyze legislative budget cycles and market data to surface opportunities before they hit the open market. You generate executive-ready briefings and regional growth strategies in a fraction of the time it takes traditional leaders. You drive and empower the team to integrate AI tools and processes into their methodology and daily work. AI isn’t a nice-to-have in your toolkit. It’s how you operate at a level that would otherwise be impossible. This role carries significant autonomy and significant accountability. You’ll have direct influence over firm strategy, financial performance, talent composition, and client relationships at the highest level. The scope of this role will expand as Liberum grows, and if you’re the right person, you’ll be the one defining what that expansion looks like. What You’ll Do Firm Strategy & Operational Leadership Strategic Direction: Partner with Liberum’s ownership to set and execute the firm’s strategic direction, not just the BD plan, but the overall vision for where Liberum is going, how we get there, and what we become in the process Growth Accountability: Ensure that growth initiatives translate into meaningful business results. Think beyond pipeline volume to whether new engagements are sustainable, well-scoped, and positioned to strengthen the firm’s long-term trajectory Operational Decision-Making: Participate in firm-wide operational decisions including resource allocation, investment priorities, service line development, and organizational structure as the firm scales Culture & Values Stewardship: Protect and strengthen the culture that makes Liberum work: the standard of excellence, the team-first mentality, the intolerance for mediocrity. As the firm grows, you are one of the primary guardians of who we are and who we refuse to become Market Growth & Regional Expansion Regional Strategy: Build and execute Liberum’s expansion strategy across the PNW, establishing the firm as the premier partner for public agencies in Washington, Idaho, Montana, Oregon and beyond Relationship Building: Build and nurture deep, authentic relationships with public sector leaders, establishing yourself and Liberum as the trusted advisor that enables them to get things done right. These aren’t transactional sales relationships; they’re long-term partnerships built on credibility and results Contract Capture: Use Master Contracts to identify and secure new opportunities, aligning Liberum’s services with high-priority agency needs: compliance modernization, legacy technology replacement, and major ERP implementations (Workday, SAP, Oracle) Brand & Market Presence: Serve as the primary face of Liberum at industry events, conferences, and in high-level client meetings, building a brand that elite practitioners want to join and agencies trust with their most complex work Strategic Partnerships: Identify, vet, and build alliances with large-scale system integrators and firms with complementary service lines, expanding Liberum’s reach and collective capability while knowing exactly when to partner and when to compete Talent Strategy & Team Building Hiring Authority: Own the talent strategy for the firm, defining what an elite Liberum consultant looks like, leading recruitment efforts, and making the hiring and team composition decisions that determine our delivery capability Performance Accountability: Identify performance gaps and work with Project Directors to ensure the team is composed entirely of exceptional talent. You have the authority and the responsibility to make difficult personnel decisions when the standard isn’t being met Team Development: Partner with Project Directors to balance delivery execution with professional growth, strategic mentoring, and leadership development, building the next generation of Liberum leaders Client Escalation & Executive Sponsorship Executive Sponsor: Serve as the senior executive escalation point for client relationships when engagements require leadership presence, whether that’s navigating a politically sensitive situation, resetting expectations, or strengthening a relationship that needs senior attention Delivery Partnership: Partner with Project Directors to provide strategic oversight, pressure-testing, and the executive perspective needed to ensure deliverables meet and exceed client standards Quality Stewardship: Audit and refine project management, change management, and organizational development products to ensure they provide undeniable value, protecting Liberum’s reputation with every engagement AI-Forward Leadership Market Intelligence: Use AI to analyze legislative documents, RFPs, budget cycles, and regional market data to identify early-warning patterns and opportunity chains that inform proactive growth decisions Executive Acceleration: Use AI to rapidly produce executive-ready deliverables: regional growth strategies, risk assessments, pipeline presentations, and competitive analyses, at a quality and speed that traditional approaches can’t match Innovation Leadership: Continuously evaluate emerging AI tools and techniques, bring them to the firm, and ensure Liberum stays ahead of competitors who are still running their practices manually What You’ll Produce This is not an exhaustive list, but it reflects the tangible outcomes this role is accountable for: Regional Market Strategy: A rolling 24-month roadmap for expansion across PNW public agencies, with specific targets, relationship milestones, and revenue projections Strategic Capture Plans: Tailored approaches for securing and maximizing engagements on high-value Master Contracts Growth Results: Measurable growth in revenue and new engagements directly attributable to the strategies, relationships, and market positioning you build Decision Frameworks: AI-synthesized market and budget analysis to guide firm-wide investment, resource allocation, and strategic priorities Elite Talent Pipeline: A curated network of best-in-class practitioners ready for deployment as the firm scales, built through your recruitment leadership and industry relationships Partnership Portfolio: Formalized strategic alliances with system integrators and complementary firms that expand Liberum’s market reach and win probability Brand Equity: A measurably stronger Liberum brand across the PNW, recognized by agencies, practitioners, and competitors as the firm that does the hardest work the best Executive Relationship Map: A documented and actively maintained network of key agency leaders, CIOs, program directors, and procurement decision-makers across the PNW, with clear relationship status, engagement cadence, and strategic value for each Agency Trust Pipeline: Demonstrated progression from initial introduction to trusted advisor status with target agencies, measured not by meetings held, but by repeat engagements, sole-source opportunities, and agency leaders proactively reaching out to Liberum when new challenges arise Relationship-Driven Revenue: New engagements and contract expansions that are directly traceable to relationships you built and nurtured, not leads that came in over the transom, but opportunities you created through trust, credibility, and strategic positioning SI & Partner Relationship Outcomes: Active, productive partnerships with system integrators and complementary firms that result in joint pursuits, teaming agreements, and wins that neither firm could have captured alone RequirementsWhat We Require These aren’t suggestions. If you can’t back each of these up with specific results from your career, this isn’t the right fit. Public Sector Market Mastery: 10+ years of experience navigating the unique procurement processes and political dynamics of state and local government. You must possess an active, warm network of executive-level stakeholders across the PNW, relationships you built, not inherited Demonstrated Capture Success: A proven track record of identifying, qualifying, and winning multi-million dollar consulting engagements. You should be able to point to specific Master Contracts or RFPs where you were the primary architect of the win Consulting & ERP Depth: Deep fluency in the business value of enterprise-scale transformations (Workday, SAP, Oracle). You speak the language of business process reengineering and legacy modernization to technical and non-technical executives alike, and you understand the delivery reality behind the sales pitch Business Growth Mindset: You think like a business builder, not just a business developer. You understand that growth has to be smart: well-scoped engagements, the right clients, and a focus on long-term sustainability over short-term wins. You naturally consider the downstream impact of every deal you pursue on the firm’s capacity, reputation, and trajectory Talent & Culture Leadership: Experience building and shaping high-performance teams, not just recruiting, but making the hard calls on team composition, performance standards, and cultural fit that determine whether a firm delivers at an elite level or doesn’t Active, Daily AI Integration: Demonstrated use of AI tools as a force multiplier, for rapid RFP analysis, stakeholder mapping, competitive intelligence, and market analysis. You drive AI adoption in your teams, not just your own work Negotiation & Professional Courage: The ability to negotiate complex SOWs and navigate the tension between agency budget constraints and delivery standards. You deliver difficult truths with data, directness, and a clear path to yes Partnership Architecture: Experience identifying and forming strategic alliances with Tier-1 System Integrators or specialized firms to expand market footprint and win probability Executive Presence: The gravitas, credibility, and relationship skills to represent Liberum at the highest levels, with agency directors, legislative stakeholders, SI leadership, and the firm’s own team What Sets You Apart Not required, but these will move you to the front of the line. Practice Builder: You haven’t just managed a pipeline. You’ve built a regional practice or business unit from the ground up, moving from a single contract to a dominant market position Regional Program Mastery: Direct leadership or high-level capture experience within major PNW statewide initiatives such as Washington’s OneWA or Oregon’s R2B AI Workflow Architect: You’ve designed and implemented AI-driven workflows for business development, automated early-warning systems for legislative budget changes, AI-powered proposal generation pipelines, or market intelligence dashboards Procurement Navigation: Expert-level command of Washington State (DES) and regional procurement vehicles, with a history of influencing procurement strategy to better align with agency outcomes SI Partnership Management: A track record of successfully managing the co-opetition dynamic with Tier-1 System Integrators, knowing exactly when to partner and when to hold them accountable to the client’s interests Firm-Level Leadership Experience: Prior experience in a COO, VP, managing director, or equivalent role where you had direct accountability for firm-wide operations, strategy, or financial performance Team Enablement: Provent experience driving AI adoption across an entire team, not just encouraging it, but building the workflows, standards, and expectations that make AI-enabled delivery the baseline for every practitioner BenefitsWhy Liberum This isn’t a job. It’s an opportunity to build something. You’ll have direct influence over the firm’s strategy, growth trajectory, and the team that delivers the work You’ll work alongside people who hold themselves to the same standard you do, a team where excellence is the baseline, not the exception The work is real: complex, politically nuanced, enterprise-scale transformations that actually matter to public agencies

Job Description The Managing Director is a front-line sales leader responsible for developing and directing a sales team and implementing area sales goals. They provide leadership and support to area sales team to set expectations and goals, drive new business, and maintain existing client base. This person is responsible for driving sales through identified PeopleSpace customers. The Managing Director will focus in these key areas on a day-to-day basis: PeopleSpace Ambassador • Consistently models PeopleSpace vision and values and engages clients and influencers through positive and responsive image to acquire sales and market share, • Spends significant and productive time with end-user clients and influencers (design, real estate, and architectural firms) Identify & Qualify Prospects • Leverages strong network of business contacts within sales area to identify leads for expanding business opportunities, • Confirms viability of prospects (return on investment/probability of win) Account Opportunity and Planning • Holds direct reports accountable for developing and implementing business plans, including pre-call planning activities and mapping client organizations on key-decision makers to close sales, • Holds weekly meetings with direct reports to manage prospects, develop sales strategies, provide go/no go decisions on opportunities, and identify key internal resources (specialists) necessary to execute strategy, • Collaborates with other sales leaders in development and sharing of account strategy to drive best practices for client engagement amongst sales teams Builds Relationships • Builds relationships by constantly growing network of business contacts, including influencers to develop and grow business., • As trusted advisor, leads with integrity to enhance positive working relationships with team and internal support staff. Evaluate Needs & Develop Solutions to Win Business • Reviews strategic solutions with sales team, Strategic Response Team, design team, and confirm development of creative solutions to maximize sales results, • Oversees sales team and ensures proficiency in preparation of customized solutions that resolves clients’ needs and are sufficiently differentiated against competitive offerings/solutions, • Conducts ride-alongs with direct reports to instill best practices in delivery of succinct and value-added solution strategy presentations that connect to clients. May assist with more critical client presentations to further influence and close sale., • Oversees closing activities of sales team and gets involved, when needed, to negotiate long-term business relationships with clients and collaborate with Haworth and other manufacturer partners on Pricing Agreements. Client and Sales Team Management & Leadership • Leads, manages, and supervises area sales and support team, including setting objectives and schedules, completing performance appraisals, forecasting, managing area sales budget, and organizing staff levels to ensure goals and objectives are met., • Communicates strategy, including goals and objectives, PeopleSpace brand, and compensation plans to ensure understanding and motivate team to achieve plan and drive business outcomes., • Provides coaching, direction, training, and feedback to direct reports to improve performance and behaviors. Develops and encourages members’ growth through measuring performance to goal attainment. Rewards and recognizes members who display positive behaviors and obtain results through personal accountability., • Keeps abreast of latest trends in sales effectiveness/training and adopts new approaches as required to coach direct reports on best practices for expanding client base and increasing revenue., • Takes initiative to remain current with product knowledge and application, as well as workplace knowledge; utilizes this knowledge/training to help direct reports with increasing effectiveness with account development and sales presentations., • Continuously pushes self to raise personal standards of performance to exceed assigned goals and objectives, including quota attainment and market share growth., • Manages client relationships including providing assistance to manage through internal obstacles, when necessary work with Haworth to meet client needs. Administration and Reporting • Sets and measures financial and strategic goals through effective management of area sales budget, area business plans and account development by team, • Drives utilization of Customer Relationship Management (CRM) technology by sales team members and holds them accountable for timely updates within CRM to produce accurate dashboard and forecasting reports Basic Qualifications: • Bachelor’s degree AND four years diversified sales and account development experience OR • Associates degree AND eight years diversified sales and account development experience Other Qualifications: • Visionary leader capable of initiating ideas and implementing strategies, • Excellent verbal, written, listening and presentation skills, • Recruit and develop people, build sales team, deliver results and facilitate change, • Successfully manage others and territory; strong business and financial acumen skills, • Strong negotiation skills to close business and manage relationships, • Strategic and analytical thinker capable of driving creative and tactical business decisions that support PeopleSpace initiatives, • Make quick decisions and build consensus with team members and across all functional areas of business, • Quickly learn and embrace PeopleSpace Values and demonstrate through daily behaviors/actions Preferred Qualifications: • Experience leading an outside sales team in a major market, • Experience in the contract office furniture or Architectural & Design industry

Job DescriptionSummary This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance. Responsibilities • Engage prospective customers through inbound and outbound calls, email, and SMS, • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language, • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly, • Build trust and long-term relationships that drive conversion and customer retention, • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements, • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey, • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category, • Generate referrals through exceptional service and a customer-first mindset RequirementsRequirements: • Active Life and Health Insurance License (required), • Completion of state-mandated Annuity Suitability training or certification, • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred), • Demonstrated success in sales and expert-level objection handling, • Exceptional multitasking, prioritization, and time management skills, • Ability to identify client challenges and deliver tailored, value-driven solutions, • Adaptability and resilience in a fast-paced, evolving environment, • Strong verbal communication skills and a confident, professional phone presence, • High drive to succeed and a commitment to delivering outstanding customer experiences, • Quick learner with disciplined organization and self-motivation This is a 1099 commission-only, fully independent position. You set your own schedule, work from anywhere, and earn based on performance. About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making. If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor. Take our Values in Action Self-Assessment to see how our values align! Your Role - Administrative Responsibilities: • Provide administrative oversight and support the Lead Advisors on strategic needs., • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance, • Act as a primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items, • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers, • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion, • Assist with calendaring functions and internal meeting preparationYour Role - Client Experience Responsibilities:, • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team, • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts, • Oversee quality control to mitigate errors on any client-related paperwork Your Experience:, • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred., • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred, • Self-motivated and takes pride in providing exceptional support to clients and the team, • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus, • Expected to learn other position-related systems on the job, • This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.Compensation:, • Pay: Competitive hourly rate. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsVisa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Lifeline Connections is a community-based behavioral health organization that specializes in providing confidential and compassionate care to individuals who experience substance use and/or mental health conditions. Our Vision - As the premier provider of substance use and mental health services in the Pacific Northwest, we are respected and the most trusted resource for behavioral health treatment and whole-person care. We provide a comprehensive continuum of coordinated quality services, foster enduring relationships, and empower our communities to truly thrive. Our Mission - Through superior customer service, high quality programs, and well-trained and dedicated staff, we inspire hope and support lifesaving changes for people affected by substance use and mental health conditions. POSITION TITLE: Vice President of Quality Assurance and Compliance FLSA STATUS: Exempt REPORTS TO: President & Chief Executive Officer and Chief Clinical Officer POSITION SUMMARY The Vice President of Quality Assurance and Compliance serves as a senior executive leader responsible for advancing organizational excellence, regulatory compliance, patient safety, accreditation readiness, risk management, and continuous quality improvement across Lifeline Connections’ behavioral health programs and operations. This position partners closely with the Chief Executive Officer and Executive Leadership Team to develop and implement enterprise-wide strategies that promote clinical quality, operational integrity, compliance with applicable federal and state regulations, and measurable organizational outcomes. The Vice President leads initiatives related to CARF and CCBHC accreditation, regulatory oversight, quality assurance, incident management, performance improvement, workforce competency development, and evidence-based practice fidelity. The incumbent promotes a culture of ethical practice, transparency, accountability, trauma-informed care, continuous learning, and person-centered service delivery. ESSENTIAL DUTIES AND RESPONSIBILITIES Executive Leadership & Organizational Strategy • Serves as a strategic executive advisor to the CEO and Executive Leadership Team regarding quality improvement, compliance, accreditation, patient safety, and organizational risk management., • Collaborates with CEO and executive leadership in agency strategic planning, operational planning, workforce development, and organizational performance improvement initiatives., • Provides leadership in developing a culture focused on continuous quality improvement, compliance, ethical decision-making, and service excellence., • Participates in organizational planning related to value-based payment models, quality outcomes, utilization management, and operational performance metrics. Regulatory Compliance & Accreditation • Ensures organizational compliance with applicable:, • Washington Administrative Codes (WAC), • Revised Code of Washington (RCW), • Oregon Revised Statuses (ORS), • Oregon Administrative Rules (OAR), • Department of Health (DOH) regulations, • Department of Social and Health Services (DSHS) requirements, • Centers for Medicare & Medicaid Services (CMS) standards, • OSHA regulations, • HIPAA Privacy and Security Rules, • 42 CFR Part 2 confidentiality requirements, • CARF and CCBHC accreditation standards, • Other applicable federal, state, neighboring state(s), and local behavioral health regulations, • Maintains organizational readiness for CARF surveys, CCBHC requirements, DOH licensing reviews, Medicaid audits, and other regulatory or accreditation inspections., • Oversees organizational corrective action planning related to audit findings, incidents, grievances, compliance deficiencies, and accreditation recommendations., • Serves as the organization’s Compliance and Privacy Officer overseeing the organization’s compliance and privacy reporting processes. Quality Assurance & Performance Improvement • Develops, implements, and oversees organization-wide quality assurance and performance improvement systems., • Establishes measurable quality indicators, performance metrics, and treatment outcome monitoring systems across programs and departments., • Oversees the collection, analysis, interpretation, and reporting of organizational quality and compliance data., • Leads and successfully implements continuous quality improvement initiatives focused on patient outcomes, patient safety, access to care, service effectiveness, compliance, and operational efficiency., • Ensures fidelity to evidence-based and promising practices through monitoring, auditing, coaching, and staff development activities., • Staffs the organization’s Quality Assurance and Performance Improvement Committee and provides quarterly quality and compliance reports to executive leadership and the Board of Directors. Risk Management & Patient Safety • Oversees organizational risk management activities, including:, • Incident reporting, • Sentinel event review, • Root cause analysis, • Corrective action implementation, • Patient grievance processes, • Patient feedback processes, • Compliance investigations, • Patient safety initiatives, • Identifies clinical, operational, financial, and compliance-related risks and develops mitigation strategies., • Ensures appropriate response protocols are implemented for regulatory incidents, patient complaints, adverse events, and compliance concerns. Policy Development & Operational Oversight • In conjunction with CEO and executive team, develops, reviews, updates, and implements organizational policies, procedures, and compliance protocols consistent with regulatory and accreditation standards., • Provides oversight of assigned departments, including quality assurance, records management, electronic health records, compliance functions, and other assigned operational areas., • Supports the development and implementation of new programs, workflows, and operational processes related to quality assurance and compliance., • Ensures documentation systems and recordkeeping practices meet organizational, regulatory, payer, and accreditation standards. Workforce Development & Competency Management • Develops and oversees competency-based staff development systems consistent with CARF and CCBHC standards and organizational needs., • Leads staff education and training initiatives related to:, • Compliance, • HIPAA, • Patient safety, • Documentation standards, • Incident reporting, • Quality improvement, • Evidence-based practices, • Ethical conduct, • Accreditation, • Supervises assigned staff and leaders, including performance management, coaching, corrective action, and professional development activities., • Supports leadership development, succession planning, and workforce competency assessment processes. Community & Organizational Representation • Represents Lifeline Connections with regulatory agencies, accrediting bodies, community partners, external auditors, and stakeholders., • Serves as staff support to assigned Board Committees and provides formal reports and presentations as requested by CEO., • Participates in after-hours consultation and executive response activities as needed., • Performs other duties as assigned. Core Competencies The successful candidate will demonstrate proficiency in the following areas: • Strategic Leadership, • Regulatory Compliance Expertise, • CARF and CCBHC Accreditation Readiness, • Risk Management, • Continuous Quality Improvement, • Data Analytics & Outcome Measurement, • Executive Communication & Competencies, • Ethical Decision-Making, • Trauma-Informed Leadership, • Change Management, • Policy Development, • Workforce Development, • Operational Excellence, • Interdisciplinary Collaboration, • Problem Solving & Critical Thinking, • Cultural Humility & Inclusive Leadership MINIMUM QUALIFICATIONS • Master’s degree in Behavioral Health, Healthcare Administration, Social Work, Counseling, Public Health, Nursing, Psychology, or related field required., • Minimum of five (5) years of progressive leadership experience in behavioral health quality assurance, compliance, risk management, accreditation, or healthcare operations required., • Minimum of three (3) years of supervisory or executive leadership experience in a behavioral health or healthcare setting required., • Demonstrated experience with:, • CARF accreditation, • CCBHC demonstration and/or certification, • Regulatory audits, • Quality improvement systems, • Incident management, • Compliance investigations, • Policy development, • Performance improvement initiatives, • Knowledge of:, • WAC 246-341, • RCW 71.24, • HIPAA, • 42 CFR Part 2, • CMS requirements, • CARF and CCBHC requirements, • Behavioral health licensing standards, • Medicaid documentation requirements, • Ability to analyze organizational data, develop performance metrics and key performance indicators, and lead corrective action initiatives., • Strong written, verbal, presentation, and executive communication skills. PREFERRED QUALIFICATIONS • Licensed Mental Health Professional (LMHC, LICSW, LMFT, PsyD, PhD, RN, etc.), • Mental Health Professional (MHP) designation consistent with WAC 246-341, • Certified Professional in Healthcare Risk Management (CPHRM), • Certified Professional in Patient Safety (CPPS), • Certified in Healthcare Compliance (CHC), • Lean/Six Sigma training or certification, • Experience serving in a Compliance Officer role, • Experience in value-based care environments, • Experience leading CARF surveys or accreditation readiness activities, • Experience leading CCBHC implementation, accreditation, or readiness activities Salary: $100,000 - $120,000 / year Dependent on Experience Application Process: To apply electronically for this position, please click "Apply Now" or visit our ADP career center. For more information on this and other positions, please visit our website at www.lifelineconnections.org The Benefits: Lifeline Connections strives to be an employer of choice by offering regular and full-time employees a robust and highly competitive benefits package designed to support both personal and family well-being. Our comprehensive benefits include multiple options for medical, dental, and vision coverage for employees and their eligible dependents. In addition, Lifeline Connections provides employer-paid Short Term Disability, Long Term Disability, and Life Insurance, along with access to supplemental coverage options. Full-time employees and eligible part-time employees may also enroll in our 401(k) retirement plan, helping support long-term financial wellness. Beyond benefits coverage, Lifeline Connections is proud to offer generous paid time off. Both full-time and part-time employees earn PTO at competitive accrual rates that increase with years of service, allowing for meaningful time away from work. Employees also receive paid holidays and personal holidays, reinforcing our commitment to work-life balance and employee well-being.

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. If you are ready to grow your practice, apply today! Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other Primary Qualifications: • Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience)., • 2–3 years of experience in project coordination/management and/or financial services preferred., • Strong written, verbal, and interpersonal communication skills., • Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy., • Highly organized, proactive, and able to work independently., • Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred., • Ability to maintain regular attendance, work overtime as needed, and travel as required. Primary Duties: • Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training., • Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM, • Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination., • Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders., • Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting., • Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials., • Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements., • Other duties as assigned., • Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum., • Other projects and duties as assigned! What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision, • Company 401(k)and ESOP contribution, • Generous sick, vacation, and maternity/parental leave, • Paid holidays, • Professional Development Opportunities, • Tuition Reimbursement ($15,000 lifetime cap), • Discounted personal insurance including home, auto and recreational vehicles, • Charitable gift-matching program, • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $27.00 to $36.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. The Senior Client Service Associate Role The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday). Specific responsibilities include: • Prepare and process documentation related to client onboarding and maintenance:, • Open brokerage accounts, establish cashiering needs, set up online reporting access, • Update cost basis, track required minimum distributions, reconcile account information, • Send and receive documents to and from clients, their advisors, and investment custodians, • Log all activities in the firm's CRM in a timely and accurate manner., • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients., • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials., • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors., • May perform calendaring functions with both internal teams and external clients, prospects and COIs., • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management, • Customer service experience and the desire to provide superior client service in a team-oriented environment, • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer), • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint, • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Experience with alternative investments is highly preferred, • Excellent communication skills, including writing business correspondence with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • A Bachelor's degree is preferred Benefits: As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: $75,000 - $85,000 (depending on qualifications) plus bonus potential, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program, • Parking: Generous company contribution towards parking or transit pass, • Wellness reimbursement, • Paid Parental leave: 12 weeks paid for all new parents, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Seattle, Mercer Island, Bellevue, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description California/Columbia Hydronics Co. - Vancouver Washington office ASSOCIATE SERVICE ADVISOR - Vancouver, Washington Job Summary The Associate Service Advisor is responsible for coordinating and/or dispatching jobs for the service technicians and outsourced Contract Service Companies (CSC’s), billing, answering phones, responding to customer issues, parts ordering, parts returns for warranty reimbursement, and parts tracking. Salary Range: $23.00 - 28.00/ hour DOE THIS POSITION REQUIRES FULL-TIME IN-OFFICE ATTENDANCE. Essential Functions • Process incoming Requests for Service for start-up, warranty, and training jobs., • Read and interpret supplied documents when scheduling start-ups of equipment supplied by CHC., • Troubleshoot service requests., • Obtain information from customers and CHC employees to help schedule service technicians., • Schedule work in technician calendars and issue service tickets., • Maintain current and historical files on specific service jobs., • Effectively share information through various means of communication., • Inform sales staff and customers of any delays or changes in service dates., • Order parts for completion of service work., • Consult with the service manager if a request requires “special measures.”, • Processes Return Material Authorizations., • Ensure that service technicians properly tag and identify equipment parts for warranty replacement and return., • Ensure that return requisitions are made with appropriate suppliers or factories., • Maintain separate records on service labor to perform warranty work on equipment that the manufacturer deems recoverable., • Assist with accounting for returned parts that have been replaced for warranty repair., • Review Invoices from CSCs including lab results and work done., • Work with the service manager to review and manage time off from all service technicians to ensure that adequate coverage will be maintained throughout the year., • Provide phone coverage for the Service Desk., • Video meetings are required with other offices - utilizing web cam. Competencies • Detail-oriented, • Multitasking, • Time Management, • Data Entry, • Communication, • Analytical No supervisory responsibilities are required. No travel is required for this position. Required Experience and Education • High School diploma required (though a college degree is preferred), • Minimum 5 years of experience with business operations, administration, or related field, • Mechanical Aptitude to learn hydronic systems and components, • Experience with Financial or similar ERP EEO Statement “CHC’s policy is to provide equal employment opportunity to all applicants and employees. CHC does not discriminate on the basis of pregnancy, childbirth or related medical conditions, race, religious, creed, color, gender, national origin or ancestry, physical or mental disability, medical condition, marital status, registered domestic partner status, age, sexual orientation, or any other basis protected by federal, state, or local law, ordinance, or regulation. This EEO policy applies throughout our operations including recruitment, hiring, terminations, training, promotion, transfers, compensation and benefits. The Human Resources Department should be contacted immediately if an individual believes that he/she has experienced discrimination. CHC will not retaliate or allow retaliation against anyone who files a complaint or assists in the investigation of an administrative charge alleging discrimination.” Note: You may request a copy of your job description from your manager or the Human Resources Department.

Job DescriptionDescription: Position Summary We are seeking a Tax Senior Manager to join our SALT team. The Tax Senior Manager, SALT (Direct Tax) serves as a strategic leader responsible for overseeing complex, multi-service state and local tax engagements and driving long-term client and firm success. This role manages executive-level client relationships, integrates cross-functional services, and applies advanced technical and industry expertise to deliver high-value SALT compliance and advisory solutions. The Tax Senior Manager, SALT acts as a trusted business advisor, develops future leaders, and contributes to portfolio growth, market expansion, and specialty practice development. This position balances exceptional client service with firm priorities while modeling GMCO's values, culture, and commitment to excellence. What you’ll be doing • Lead and manage complex, multi-service SALT engagements at the executive level — anticipating deliverable timelines, resolving issues before escalation, and aligning internal resources for seamless execution — ensuring compliance with applicable state and local tax laws, regulations, and firm methodology, and preparing deliverables for shareholder review with accuracy and strategic presentation tailored to the audience., • Evaluate and provide expert guidance on state income and franchise tax matters, including nexus determinations, unitary filing positions, apportionment methodologies, tax base rules, combined state tax returns for corporations and pass-through entities, and ASC 740 state tax provisions; serve as a recognized technical authority in these areas and shape technical strategy across specialty SALT engagements., • Manage engagement economics with strategic foresight and financial discipline — overseeing pricing, budgeting, billing, scope management, staffing, and workflow efficiency across multiple concurrent complex engagements — optimizing resource allocation and making delivery decisions that balance client needs against GMCO's long-term profitability goals., • Build and deepen executive-level client relationships by proactively tracking evolving client priorities and communicating throughout the year on engagement status, emerging issues, legislative and regulatory developments, and state tax planning opportunities; influence client strategy, help clients navigate multi-state tax trends and regulatory changes, and identify opportunities to enhance their tax positions., • Act as a trusted business advisor by integrating cross-functional services, connecting complex client challenges to GMCO's full suite of offerings, and owning portfolio growth targets through cross-selling, identification of new market opportunities, and leadership of go-to-market strategies., • Lead, mentor, and develop staff, senior associates, and managers through on-the-job coaching, internal CPE, engagement and annual performance evaluations, and career development guidance; drive succession planning, offer stretch opportunities, support recruitment of top talent, and build a pipeline of future firm leaders., • Model ethical leadership and proactive risk management by identifying and mitigating risks, mentoring others in professional conduct, and contributing to external publications and technical forums that advance GMCO's thought leadership and industry presence in state and local taxation., • Champion organizational change and firm culture by contributing practical solutions, modeling adaptability, leading firm-wide initiatives, and promoting GMCO's brand through industry speaking engagements, published insights, and participation in professional organizations; demonstrate a firm-first mindset in all resource, delivery, and growth decisions., • Demonstrate and uphold core values including integrity, quality, innovation, stewardship, and inclusivity in all aspects of client service and team leadership.Requirements: What makes you a fit • Education: Bachelor’s degree in Accounting, Business, Finance, or a related field., • Experience: A minimum of 7+ years of recent public accounting experience in tax, including demonstrated leadership of complex, multi-service SALT engagements., • Specialty: Broad and advanced exposure to State and Local Taxes, including deep experience with Direct SALT — state income and franchise tax compliance, workpaper preparation, and technical research — as well as working knowledge of credits and incentives, sales and use tax, and other SALT matters; recognized expertise across a wide variety of multi-state tax issues., • Technical Skills: Advanced technical proficiency in ASC 740 state provisions, nexus considerations, unitary filing positions, apportionment methodologies, tax base rules, corporate and pass-through state returns, combined state returns, multi-state tax planning and analysis, tax research, and compliance and consulting across multi-state jurisdictions; advanced understanding of accounting method changes and tax depreciation rules as they apply to state tax., • Leadership: Demonstrated experience managing managers and developing future leaders, including succession planning and talent strategy., • License: Active CPA license required., • Communication: Exceptional executive communication skills, with the ability to translate complex technical matters into clear, strategic insights for clients and firm leadership; experience contributing to external publications or technical forums a plus., • Software: Highly proficient with Microsoft Office and tax compliance software platforms; adaptable to emerging technologies., • Project Management: Strong ability to manage multiple complex engagements and competing priorities in a fast-paced, high-performance environment. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $135,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options and flexible working hours in the summer, • Parking and Transit Reimbursement, • Flexible Spending Accounts, • On-site gym and locker room, • Incentive plan for sales leads, • Generous Employee Referral Program Company Overview Geffen Mesher and Company, PC (GMCO) proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At GMCO, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information. #LI-Hybrid

Job Description CI Azumano is Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We offer 24/7 support for travelers while also supporting customers with travel expense management, policy implementation, technology solutions, business intelligence tools, and vendor negotiations. Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation. CI Azumano is seeking a Travel Advisor in Vancouver, Washington. This position will service CI Azumano's vacation clients by planning, arranging, securing vacation reservations with airlines, car rentals, hotels, preferred tours and cruise lines. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Basic Qualifications: • 2+ years of agency experience, • Excellent sales skills, • Experience with GDS, CRMs and Microsoft applications Essential Duties and Responsibilities include the following. Other duties may be assigned. • Strict adherence to the sales process by securing reservations with preferred air, tour and cruise providers with the instructed preferred software. GDS system (Apollo), CRM system (ClientBase) and various approved online booking engines. Meets or exceeds sales productivity level as established by branch manager once appropriate training has been completed., • All client data and travel purchases are recorded and tracked in ClientBase. All client monies received are invoiced and recorded in the CI Azumano accounting system in a timely manner, Trams, via ClientBase., • Vacation Travel Advisors are to act proactively on marketing new travel offers to existing clientele. All CI Azumano clients are to have a complete profile in CI Azumano's CRM system, ClientBase. Travel Advisors are required to update changes to client profiles to ensure all information is accurate., • Serves as a resource for travelers both during the sales process, prior to travel and post-travel. Required Competencies (Job Knowledge) To perform the job successfully, an individual should demonstrate the following competencies: • Technical competencies required for this position are as follows post training:, • Intermediate to high level of understanding of the ClientBase CRM software, • Intermediate to high level of understanding of internet browser search engines, internet provider booking engines., • Intermediate to high level of understanding of Microsoft products such as Outlook, Word, Excel and Teams, • Sales Skills - Proactively offers travel options based on client's travel requests; Up selling clients, when appropriate, to maximize client satisfaction on their travel experience; Sells additional products to compliment the vacation experience thus maximizing revenue and commission earned. Utilize company's CRM software, ClientBase to market future travel products to existing and prospective clientele., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Interpersonal Skills - Maintains confidentiality; Keeps emotions under control., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Participates in meetings., • Teamwork - Gives and welcomes feedback; Puts success of team above own interests., • Cost Consciousness - Contributes to profits and revenue., • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently., • Professionalism - Reacts well under pressure; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Applies feedback to improve performance., • Quantity - Meets productivity standards; Completes work in timely manner., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Education and/or Experience: • High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience., • Language and Writing Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to interpret and comprehend tour and cruise group contracts. Ability to write simple correspondence., • Written Communication - Writes clearly and informatively both in traditional letter writing and electronic communications; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information., • Mathematical Skills Ability to calculate figures and amounts such as discounts and commissions. Perform simple math (addition, subtraction, multiply and divide). Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand; walk and use hands for typing. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and ability to adjust focus The ideal candidate will have a proven history of successfully planning cruise and tour vacations, while providing outstanding customer service and achieving sales excellence. Equal Opportunity Statement: Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.

Job Description Sales Account Executive- Manufacturing Company Description IMAGINiT Technologies, a division of Rand Worldwide, advances the way companies use technology to design, develop, and manage complex engineering projects. As the market leader in North America, we continue to enjoy a great deal of success even in these unprecedented times. Our culture is supportive, dynamic, collaborative, and driven to meet the ever-changing needs of our customers and our employees. If you are looking to make a real difference, we would love to hear from you. Job Description We are looking for a Sales Account Executive who is passionate, self-motivated, and business savvy, with a strong desire to overachieve their professional and financial goals to join our team. This is an exciting opportunity to utilize your solution selling skills, to drive business within named accounts in the Manufacturing sector. In this role you will have the opportunity to collaborate with our best in class, presales, customer success, and professional services teams, to ensure that your customers view you as a trusted advisor who can deliver solutions well past software alone. Responsibilities • Manage full sales cycle from researching accounts to closing business., • Discovering, developing, and managing business relationships with prospects and current customers to sell software, services, and other related solutions., • Selling wide and deep into accounts by identifying client needs and opportunities where IMAGINiT products and services will improve client growth and productivity., • Leading account strategy sessions with current clients, prospects, and internal teams., • Developing and delivering presentations and proposals., • Increasing IMAGINiT visibility in the industry by attending networking events, using social media, referrals, etc., • Collaborating across IMAGINiT business units working with other channel partners to secure customer business. Qualifications • 5+ years of direct sales experience selling software solutions to mid-size and large enterprises., • Measurable track record in new business development and overachieving sales team targets., • Proven hunter mentality with a track record of sales success., • Strong business acumen, and ability to have business conversations at all levels., • Excellent problem solving, negotiation, and closing skills., • Ability to manage the entire sales process from prospecting through close., • Strong verbal and written communication skills and CRM usage., • Experience with multi-product/services selling is a plus., • Experience selling within the Manufacturing sector is a plus., • Bachelor’s degree or equivalent is a plus. Additional Information What can you expect? • Comprehensive onboarding program and on-going training that prepares you for success., • Approachable leadership team who truly cares about you and your customers., • Opportunities for growth and development with opportunities to move up or horizontally within the organization., • You will be surrounded by armies of people that you can leverage from a strong technical team including pre-and-post sales engineers, marketing, and a technical support team second to none. Hybrid/Remote Work • Ability to maintain appropriate productivity and performance., • Have a work environment that is free from distractions and has a reliable internet connection., • Ability to dedicate their full attention to their job duties and be available via Teams and/or phone during work hours., • Required to attend all mandatory meetings and/or events and be responsive to any communication from colleagues, customers, and management. Travel • 20-25% annually Total Compensation • Salary $75,000-$90,000, • OTE Range $180,000 Plus Benefits • Health, Dental, and Vision, • Health Savings Account with Employer Matching Contribution, • Limited Purpose FSA Account, • Medical Flexible Spending Account, • Dependent Care Assistance Plan, • Short & Long-Term Disability, • Wellness Programs, • Employee Assistance Program, • Group Term Life Insurance, • Voluntary Life Insurance, • Paid Holidays, • Vacation and Sick Leave, • 401(k) with company match, • Tuition Reimbursement, • Service Awards, • Employee Referral Bonus Program Visit us at http://www.rand.com for more information. We celebrate employment equity and diversity! We encourage applications from all qualified individuals and do not discriminate based on disability, race, ethnicity, religion, gender, sexual orientation, age, veteran status, or any other basis protected under federal, state, provincial or local laws. 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Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Positions the extensive capabilities of Merrill and Bank of America. Connect to all the solutions we provide through Bank of America and Merrill to meet

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Job Description Position Title: OCIP Administrative Assistant (Hybrid Position 3 days in the office) We are willing to train the right person. NICI’s mission is to provide clients with added value in addition to the insurance and risk management services they receive; remain indispensable as a trusted management advisor by consistently reaching above and beyond the expectations of clients, strategic alliances, and “centers of influence” we have the privilege to serve; uphold the highest ethical standards for which we are entrusted; and continue enhancing our capabilities and to provide exceptional service that positively benefits our client’s bottom lines. Status: Non-exempt Primary Duties and Responsibilities: Enrollment Activities Receive and audit all contractor enrollment information via enrollment website, including insurance bid information on designated wrap-up program forms. Follow up with individual brokers/agents and contractors as necessary. Process enrollments, enter information into OCIP Data Tracking System, and notify designated insurers and other appropriate vendors electronically of enrolled contractors for certificate and policy issuance. Perform closeout notification protocols for each contractor and project work as activities are completed during the wrap-up program term, including providing notice of contract completion to the broker. Other Administration Activities Respond to all contractor questions (utilizing the administrative unit’s toll-free number or e-mail). Provide enrolled contractors with wrap-up program informational loss control and claim materials. Track, review and distribute contractor wrap-up policies upon issuance by insurers. Collect, monitor, and report on all enrolled contractor and subcontractor monthly payrolls for wrap-up program purposes. Periodically attend monthly (or every other month, if appropriate) wrap-up program management meetings with project management firm and designated contractors to review the wrap-up operation and issues in all areas of administration, safety, and claims. Maintain and regularly update the owner’s project databases covering all wrap-up program information. Maintain and update, on a daily basis, the wrap-up database covering the following contractor and subcontractor wrap-up insurance-related functions: Contractor identification and enrollment tracking • Contract cost and payrolls Monthly reporting Exceptions reporting Insurer loss data Claim tracking Project closeout Other, as appropriate With the data noted in item above, perform the following: Monitor the status of enrollments for all contractors and subcontractors, and contact appropriate contractors and notify the Program Manager and/or CM/GC when delays or irregularities are observed. Maintain records reflecting the issuance of policies by designated insurers, as well as projected start and completion dates for all contractors/projects. Maintain a database of financial exposure components, by project, by contractor, including estimated and reported payroll data, loss data, insurance rates and trade classifications, experience modification, and other factors. Maintain a database of contractor information, including names and addresses, scope of work, subcontractor/tier relationships, and CM/GC and subcontractors’ offsite insurance information. Produce summary management reports, including financial reports of payroll, construction values, premiums, wrap-up savings, and informational reports relating to all contractors. Assist as necessary in processing, administration and tracking of claims that may arise during the term of the Agreement and which fall within the scope of the OCIP. SALARY IS DEPENDENT UPON EXPERIENCE. THIS IS AN HOURLY POSITION AND IS ON A CONTRACT BASIS. WORK TO BE PERFORMED IN PORTLAND OREGON. Hourly range $20.00 to $24.00. Powered by JazzHR TrNasTyYBF

Job Description Kingdom Movement Church is seeking a diligent Operations Assistant to provide administrative support for day-to-day operations. The ideal candidate will be a linear-thinker who loves to check off tasks, has a cheerful attitude, be able to reorder tasks based on priorities, is willing to grow, and eager to maintain day-to-day processes. someone who loves to check off tasks, Send us your resume today to become part of the team! Compensation: $20 - $25 hourly Responsibilities: Administrative Support • Provide direct administrative support to the Executive Administrator: clerical tasks, preparing / proofreading presentations and documents, Excel work, etc, • Managing KM events and room calendars (including evaluating and responding to scheduling requests and conflicts), • Prepare meeting agendas and input scorecard data, take notes, and track follow-up actions (using Excel tools and Asana), • Provide light financial admin support (insurances, deposits, reports, coordination with the finance team), • Support project and event implementation. Examples: End of year reporting, Holy Spirit Conference (guest speaker bookings, requesting bids and obtaining contracts, organizing catering, etc.), Retreats, Christmas, Easter, Kids Camp, fundraising campaigns, etc, • Assorted administrative tasks as needed Church-Wide Communication • Manage internal/external communications, including weekly texts, monthly newsletters, and Slack posts, • Handle all phone and email inquiries with prompt responses, delegating to others as needed, • Create and manage registrations, • Monitor KM community chat channels and enforce culture standards Database Management • Maintain and update databases (membership, life groups, event registrations, etc. in Planning Center and Church Center app), • Work with the external Planning Center advisor on new processes to streamline activities, implementing changes needed, and communicating to end users Other Duties As Assigned • This role may include other duties as needed to support the mission and ministry of the church. A flexible, team-first mindset and readiness to serve where needed are essential For the complete job description, please check out: https://bit.ly/3QOx7da Qualifications: • Prior experience in office management or our industry is a plus, • Good understanding and familiarity with the Bible and ministry processes, • Excellent English phone skills are required, • Excellent English writing skills are required (including instructional and conversational writing), • Excellent English proofreading skills are required, • Technologically savvy; proficiency with computer skills and preferred experience with programs such as Microsoft Office (e.g., Word, Excel, etc.) Google Suite, Planning Center, Asana, MailChimp, Slack, • Excellent time management skills with the ability to multi-task, prioritize, and meet deadlines, • Task and detail-oriented (high quality, accurate, and efficient), • Ability to apply discretion and trust with confidential material, • Exercise initiative in problem-solving and demonstrate the ability to maintain composure and work effectively in demanding situations, • Must have excellent organizational skills and enjoy following systems and protocols, • Must be able to move at a fast pace with tasks and stay organized, • Pray for the ministry and God’s work throughout it, • Kingdom Movement attendance & participation for a minimum of one year (preferred), • Volunteer church experience for a minimum of two years (preferred) About Company Kingdom Movement is a church with an average attendance of 800+ in Vancouver, WA. We exist to host Heaven and touch Earth. We are a people of His Presence. A family in His Image. A church on His mission. Read more about us: https://www.kingdommovement.com https://tinyurl.com/KMculturedoc

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. Possess an in-depth understanding of the financial industry, financial concepts an