1mo
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Private Client Account Manager
Bothell or Yakima or Spokane or Pullman
$80k-$95k/yr HybridFull Time
2+ YOEP&C insurance producer license required, high school or equivalent required, minimum 2 years account management/property-casualty experience preferred, strong customer service, data entry, communication, and Microsoft Office skills; EPIC experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC Agency Management System, Internet
1d
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Client Relationship Manager
Coeur d'Alene, Idaho, United States
OnsiteFull Time
5+ YOEHigh school diploma, 5+ years client-focused banking or professional services experience, supervisory experience, strong relationship-building and communication skills, ability to recommend financial products.
2w
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Client Manager - Business Insurance
Coeur D'Alene, Idaho, United States
OnsiteFull Time
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
2mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Customer service professional with insurance knowledge, able to manage crop insurance accounts and build client relationships.
3d
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Sales Account Manager
Moscow, Idaho, United States
$60k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred, 2+ years corporate sales or recruiting experience, cold calling, negotiation, client relationship management, and teamwork.
1w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
2mo
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Account Manager Lead - Small Group Benefits (Hybrid)
Spokane, Washington, United States
$90k-$110k/yr HybridFull Time
7+ YOESeven+ years experience; Bachelor's degree; insurance license; strong leadership and client relationship skills; proficient in Microsoft Office.
Microsoft Office Suite
1d
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Wealth Management Client Associate
Spokane Valley, Washington, United States
$20-$26/hr OnsiteFull Time
High school diploma or equivalent required (BA preferred). Experience in investment industry preferred. FINRA SIE/Series 6/7/63 and life/variable life/health/disability licenses required for incentives. Proficient with Microsoft Office; strong communication and analytical skills.
Microsoft Office
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
2w
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Audit Manager/Director
Spokane or Wenatchee or Moses Lake or Yakima or Washington
$104k-$177k/yr OnsiteFull Time
6+ YOEBachelor's in Accounting/Finance required, CPA required, 6+ years public accounting experience with audits/reviews/compilations, ability to travel to client sites (may include overnight), leadership and client management skills.
1w
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Account Executive - Retirement 401(k) Services
San Francisco or Fresno or Modesto or Stockton or San Luis Obispo or Portland or Seattle or Spokane or Phoenix or Boise or Salt Lake City or Las Vegas or Reno
$55k-$115k/yr FieldFull Time
2+ YOEH.S. diploma required; <1 year Paychex experience with training or 2 years relevant sales/sales management; completes SAFE exams; strong sales and client relationship skills.
Salesforce.com
1mo
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Senior Manager, M&A Tax
Irvine or Pasadena or Spokane or San Francisco or San Diego or Woodland Hills or Portland or Houston or El Segundo or Denver or Dallas or Tacoma or San Jose or Walnut Creek or Seattle or Phoenix
$180k-$341k/yr OnsiteFull Time
8+ YOE4+ MgmtBachelor's in accounting required; CPA or licensed attorney required; 8+ years related experience with 4+ years supervising; M&A tax and tax due diligence experience preferred; strong Excel, project management, client-facing and business development skills; travel up to 50%.
Microsoft Excel
2mo
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Underwriter Lead - Employee Benefits
Spokane, Washington, United States
$90k-$110k/yr OnsiteFull Time
8+ YOELead underwriting of submissions; manage renewals; develop pricing models; train team; interact with clients.
Excel, Microsoft Office
3d
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Managing Director
Spokane, Washington, United States
HybridFull Time
3+ YOE3+ years in financial services or wealth management with a personal practice; active life and health insurance required; FINRA Series 6/7 and 63/66 preferred; strong leadership, client acquisition, planning, and US work authorization.
2mo
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Financial Solutions Advisor Registration Candidate- Columbia South Basin
Seattle or Spokane or Kennewick or Renton or Coeur d Alene
$29-$34/hr OnsiteFull Time
Obtain securities licenses (SIE, Series 7, Series 66); build client relationships; manage time; and meet regulatory requirements; 1+ year financial services or sales preferred; bilingual Mandarin desired.
2w
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Branch Office Administrator - Hayden, ID
Hayden, Idaho, United States
OnsiteFull Time
Provide client service, account management, administrative and operational support; strong analytical, attention to detail, communication, and digital tool skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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