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Accounting / Finance Jobs
Full Time
4/18/2025
Sequim, WA 98334
(33.6 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
5/4/2025
Mount Vernon, WA 98273
(15.2 miles)
Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 1616 N 18th Street, Suite 140, Mount Vernon, WAThis job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants.If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.You'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $78000.00Hiring Maximum: $80200.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Full Time
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Mt. Vernon, WA 98273
(15.2 miles)
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Full Time
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Anacortes, WA 98221
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Full Time
5/2/2025
Stanwood, WA 98292
(23.0 miles)
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With the support of a practice manager and a highly trained team on site, coupled with a vast network of experts across the nation, you’ll be completely connected to all the resources and support of Heartland Dental. Join a dynamic nine (9) person team that thrives on collaboration, effective communication, and community engagement. Our commitment to teamwork ensures a positive and supportive workplace environment.iTero, Wave One, Videa AI, Dentrix, Dexis25+ Daily Patients4000+ Yearly PatientsAs the leader of your supported office, you'll enjoy unparalleled support to deliver exceptional lifetime patient care. Here's what sets us apart:Heartland Dental's Collective Strength: By being part of the Heartland Dental family, you gain access to a collective strength that goes beyond individual practices. Experience the power of connectivity with our vast network of experts across the nation. This network serves as an invaluable resource, providing insights, knowledge, and collaboration opportunities that contribute to the success of your supported office.Full Clinical Autonomy: Enjoy a work environment that fosters full clinical autonomy. We believe in empowering our leaders to make decisions that best serve their patients and contribute to their professional growth.Founded by a Doctor, for Doctors: Heartland Dental, founded by a doctor for doctors, holds a mission to support dentists and their teams. Be part of a network that prioritizes delivering the highest quality dental care and experiences to the communities we serve.Unparalleled Educational Offerings: Elevate your clinical skills with unparalleled educational offerings. Our commitment to continuous learning ensures that you stay ahead in the ever-evolving field of dentistry.Robust Mentorship Program: Tap into a robust mentorship program and connect with a network of over 2800 supported doctors. Benefit from the collective wisdom and experience of a vast professional community.Work-Life Balance: Enjoy a schedule that inspires work-life balance, competitive benefits, unlimited paid time off, and the opportunity to earn unlimited compensation.Community Investment and Legacy Building: Lead your ideal practice, invest in your community, and leave a lasting legacy. We believe in creating a positive impact not only within our offices but also in the communities we serve.Join Heartland Dental, where your leadership is celebrated, your growth is prioritized, and your legacy is nurtured. Be part of a network that thrives on excellence, innovation, and a shared commitment to exceptional patient care.What You’ll Gain:Unlimited Personal Time Off (PTO): Embrace a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.Competitive Compensation: Enjoy a guaranteed base salary coupled with uncapped earning potential, providing you with financial stability and the opportunity to excel in your career.Elite Clinical Skills Development: Immerse yourself in world-class continuing education programs tailored to hone and elevate your clinical skills. We're committed to supporting your journey towards becoming an elite professional.Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional relationships.Advanced Professional Accreditation: Join the Doctor Mastery Program and earn your Fellowship in the Academy of General Dentistry (FAGD). This program opens doors to a broader menu of services for your patients, enhancing your professional repertoire.Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.Cutting-Edge Technology: Be at the forefront of dentistry with unparalleled business support and access to the highest quality technology, supplies, and labs. You're in the driver's seat, equipped with the tools necessary for success.Join us on a journey where your skills are celebrated, your growth is a priority, and your impact on patients' lives is immeasurable.You'll Need to Have:DDS/DMD Degree: Possess a Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree, along with an active and unrestricted license in the state of Washington.Comprehensive Dentistry Skills: Demonstrate clinical knowledge for practicing comprehensive dentistry, showcasing your ability to diagnose and treat a wide range of oral health issues with precision and care.Commitment to Continuous Learning: Exhibit a strong desire to continue learning and expanding clinical skills to meet the evolving needs of patients. We foster an environment that encourages professional growth and development.Credentialing with Dental Insurance Plans: Ability and willingness to become credentialed with various dental insurance plans, ensuring seamless and comprehensive coverage for our patients.It’s a plus if you haveFive (5) + years of clinical experienceInvisalign CertificationImplantology ExperienceRoot Canal Therapy ExperienceOral Surgery ExperienceSurgical Extractions ExperiencePhysical Requirements:Essential Duties Performance: Demonstrate the ability to perform essential duties satisfactorily, with or without reasonable accommodation. We are committed to providing accommodation that enables individuals with disabilities to excel in their roles.Versatility in Sitting and Standing: Expect prolonged periods of sitting and standing, adapting to the dynamic nature of dental practice.Physical Stamina: Capable of lifting and carrying up to 45 pounds when necessary, ensuring your physical stamina aligns with the demands of the role.Virtual and In-Person Training: Availability to attend periodic virtual training sessions (or in-person when required) throughout the year. We prioritize ongoing education to enhance your skills and keep you at the forefront of industry advancements.At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment with the protections of federal, state, and local laws affording equal opportunity in employment. The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.
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