Financial Reporting Associate jobs in Spokane, WA
Recently Added Financial Reporting Associate jobs
Associate Financial Advisor
- Edward Jones
-
Spokane, WA
FULL_TIME
-
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.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 program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
What characteristics would make you a successful Associate Financial Advisor?- Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
- A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
- Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization
Responsibilities performed for all existing clients may include:
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns in order 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.
- High School Diploma/Equivalent required; Bachelor’s degree preferred
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in securities industry preferred
U.S. Awards/Accolades:
We don’t often brag, but we’re frequently recognized and awarded:- Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Fortune's 100 Best Companies to Work For®, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
- Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ Equality
- 2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.
- For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.
- 2000-2022 Training Magazine Training Apex Award, published January-March each year, data as of September of prior year, an application fee was required for consideration.
Canada Awards/Accolades:
For the 20th consecutive year, Edward Jones has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement.
2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.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.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.
- As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
- 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.
- 22 Days Ago
Financial Services Support Associate
- Northwestern Mutual
-
Spokane, WA
FULL_TIME
- About us We are looking for a growth-minded, enterprising professional who wants to make a significant contribution to our team and network office. As a team, we value Community, Integrity, Respect, a...
- 1 Month Ago
Associate Director, Financial Aid
- University of Idaho
-
Moscow, ID
FULL_TIME
- University of Idaho Associate Director, Financial Aid Location: Moscow Division/College: Vice Provost for Strategic Enrollment Management Employee Category: Exempt Pay Range: $65,000 or higher dependi...
- 1 Month Ago
Financial Professional
- Global Financial Impact
-
Spokane, WA
FULL_TIME
- Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an ...
- 23 Days Ago
Financial Protection Specialist
- Kemboi Financial Agency
-
Spokane, WA
FULL_TIME
- Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?Meron and Kemboi Financial Agency focuses on ...
- 5 Days Ago
Consumer Loan Sales Specialist
- OneMain Financial
-
Spokane, WA
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Speci...
- 17 Days Ago
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0 Financial Reporting Associate jobs found in Spokane, WA area
Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/25/2024 12:00:00 AM
Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/24/2024 12:00:00 AM
Senior University Budget Financial Analyst
- Eastern Washington University
-
Spokane, WA
- Senior University Budget Financial Analyst Please see Special Instructions for more details. It is strongly recommended ...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Spokane, WA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
About Spokane, Washington
Spokane (/ˌspoʊˈkæn/ (listen) spoh-KAN) is a city in Spokane County in the state of Washington in the northwestern United States. It is located on the Spokane River west of the Rocky Mountain foothills in eastern Washington, 92 miles (148 km) south of the Canada–US border, 18 miles (30 km) from the Washington–Idaho border, and 228 miles (367 km) east of Seattle along Interstate 90.
Known as the birthplace of Father's Day, Spokane's official nickname is the "Lilac City". A pink, double flower lilac variety known as 'Syringa Spokane' is named for the city. It is the seat of Spokane County and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Associate jobs
$62,371 to $78,837
Spokane, Washington area prices
were up 2.9% from a year ago
were up 2.9% from a year ago
What does a Financial Reporting Associate do?
Financial Reporting Associate in Lancaster, NY
Interact with employees at all levels and across all departments of the Company as necessary to ensure achievement of Finance and Company-wide goals.
October 03, 2022
Manage external reporting schedules and timelines for the Company's U.
April 08, 2023
Prepare the Company's quarterly, annual and other periodic SEC filings.
May 03, 2023
Financial Reporting Associate in New York, NY
Respond to requests and inquiries from Head Office and auditors and establish necessary operations to comply with the requirements.
January 21, 2023
Provide adequate guidance and training to the junior accounting staff regarding the operation as well as accounting standards and internal policies and procedures.
May 16, 2023
Financial Reporting Associate
Run monthly expense allocation process utilizing Hyperion Planning and prepare key control SOX compliant documentation for postings to the general ledger.
September 11, 2022
Participate in special project work including expense management programs, system implementations and other business critical initiatives.
December 28, 2022
Act as the primary business partner in cross functional expense efforts provide financial perspective, advisory and consultative support and various ad-hoc analytics.
February 02, 2023
Compile and analyze business critical monthly, quarterly and year-to-date expense data.
April 20, 2023