Personal Financial Representative Salary at Mountain West Bank BETA

Closes: Open until filled Starting Range: $92,805 to $138,852 Full Range: $92,805 to $155,483 Job Description The External Reporting Manager plays a critical role in ensuring the company's financial reporting is accurate, timely, and compliant with regulatory standards. This position operates with the primary responsibility for preparation and filing of Avista's financial statements and other required reports with the Securities and Exchange Commission (SEC). Complexity of work is advanced and requires significant experience and knowledge of the job. Responsibilities Manages and completes the preparation of Avista's external financial statements and other reports filed with the SEC, including the 8-K, 10-Q and 10-K fillings. Serves as a key participant in the preparation of quarterly earnings press releases and the associated conference call scripts. Presents to the Board of Director's Audit Committee as it relates to external financial reporting. Ensures compliance with Generally Acce

Financial Services Professional - Hybrid Experience Location: Spokane, WA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. Uncover your earning potential, build a workday around your lifestyle,

Cetera Investment Services is searching for a Financial Advisor for: Washington Trust Bank The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, an

Associate Personal Banker (SAFE) - Ironwood at Wells Fargo in COEUR D ALENE, Idaho, United States Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces 'to grow your career' in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career are

Personal Financial Counselor- Post Falls, ID at Magellan Health Services in Post Falls, Idaho, United States Job Description This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. + Provides personal financial counseling and management services directly to adults, children, and youth of

Overview: Reports to: Varies by location Functions Supervised: Branch Services and Staff Primary Functions: Responsible for overseeing branch operations, emphasizing employee engagement, mentoring staff for career pathing opportunities, and achieving the credit union's business and financial objectives. Foster a positive member and employee experience, through empathetic and personalized service with every interaction that aligns with Global Credit Union Management Philosophy. Report on branch activities, conduct community outreach, and consult with members to provide financial solutions and first-contact resolution. Duties and Responsibilities: Member Experience and Service Management Develop, monitor, and manage branch service levels to enhance member relationships and engagement. Provide leadership to the branch team to facilitate meaningful interactions with members to deepen and retain membership. Assistant Branch Manager Coaching Coach and mentor the Assistant Branch Manager thro

Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial

Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial