125 finance associate jobs at 34 companies in Mount Vernon, WA

6d
Save
Mark Applied
Hide
Tax Associate
Everett, Washington, United States
$14-$18/hr OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent. Accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
5d
Save
Mark Applied
Hide
Associate, Commercial Banking - Langley, BC
Langley, British Columbia, Canada
OnsiteFull Time
CIBC
CIBCToronto Stock Exchange: CM: Providing personal and business banking and wealth management services.
Requires a business, finance, accounting, or related diploma/degree and experience with financial statements, accounting principles, valuation techniques, and cash flow analysis.
artificial intelligence
3w
Save
Mark Applied
Hide
Lead Collections Associate
Langley, British Columbia, Canada
$56k/yr HybridFull Time
White Cap
White Cap: Distributes specialty construction supplies and safety products to professional contractors.
7+ YOE7+ years collections experience preferred, supervisory experience preferred, technical certification or associate degree may be required, familiarity with accounting principles, strong phone and research skills.
2w
Save
Mark Applied
Hide
Associate Underwriter - Inland Marine
Peoria or Tempe or Seattle or Lynnwood or Los Angeles or Peoria
$32-$44/hr OnsiteFull Time
RLI
RLINYSE: RLI: Specialty insurance carrier providing property, casualty, and surety solutions.
0+ YOEBachelor's in insurance/finance/risk/business or equivalent experience, analytical and communication skills, ability to use software for data analysis, and underwriting process knowledge.
3w
Save
Mark Applied
Hide
Associate/Senior Associate (Listed Infrastructure)
Victoria, British Columbia, Canada
$120k-$150k/yr OnsiteFull Time
British Columbia Investment Management Corporation
British Columbia Investment Management Corporation: Manages investment portfolios for British Columbia public sector clients.
3+ YOEUndergraduate degree, 3+ years in infrastructure investing/investment banking/equity research, financial modelling and valuation skills, strong communication and judgment; CFA and MBA are assets.
2w
Save
Mark Applied
Hide
Associate - Investment Operations & Reporting
Victoria, British Columbia, Canada
$95k-$135k/yr OnsiteFull Time
Westerkirk Capital
Westerkirk Capital: Private family office managing investments for the Brydson family.
2+ YOEBachelor's degree, 2+ years experience in investment operations or related finance/accounting roles, strong quantitative and communication skills, knowledge of investment operations, compliance and reporting; asset designations: CPA/CFA/CAIA/CIPM/FRM/PRM/CCO.
Addepar, Bloomberg, FactSet, MS Office, Python, R, SQL, Excel VBA
6d
Save
Mark Applied
Hide
Tax Associate
Oak Harbor, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
3w
Save
Mark Applied
Hide
Business Associate
Mount Vernon or Friday Harbor or Anacortes
$25-$38/hr OnsiteFull Time
Harborstone Credit Union
Harborstone Credit Union: Member-owned financial cooperative providing personal and business banking services.
2+ YOEHigh school diploma, 2+ years financial institution experience, strong Microsoft Word/Excel/Outlook skills, attention to detail, customer service, and critical thinking.
Microsoft Word, Microsoft Excel, Outlook, Sageworks Loan Origination System, AffinityEdge
3w
Save
Mark Applied
Hide
Member Associate II
Kingston, Washington, United States
$23-$25/hr OnsiteFull Time
Kitsap Credit Union
Kitsap Credit Union: Member-owned cooperative providing retail banking and consumer lending services.
0.5+ YOEHigh school diploma/GED, 6 months financial institution and cash-handling experience, strong customer service and sales skills, ability to work branch hours and Saturdays.
2d
Save
Mark Applied
Hide
Associate Director of Budget & Strategic Operations
Bothell, Washington, United States
$102k-$116k/yr HybridFull Time
University of Washington
University of Washington: Provides higher education and comprehensive academic healthcare services.
5+ YOEBachelor’s degree in finance, accounting, or related field plus five years of progressively responsible financial operations, planning, or administration experience; requires GAAP knowledge and complex decision-making experience.
Workday
2d
Save
Mark Applied
Hide
Financial Advisor Associate
Bellingham, Washington, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor’s degree in a related field or equivalent experience; strong communication, presentation, networking, organizational, listening, and problem-solving skills; background check and assessments required.
Financial Planning Specialist (FPS)
1w
Save
Mark Applied
Hide
Associate Financial Advisor
Mount Vernon, Washington, United States
$75k-$82k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
Save
Mark Applied
Hide
Registered Branch Associate - Bothell, WA
Bothell, Washington, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (BA preferred). Series 7 and Series 66 registrations required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving and client-service skills.
3mo
Save
Mark Applied
Hide
Senior Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yr OnsiteFull Time
MNP
MNP: National accounting, tax, and business advisory firm.
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Financial planning software, Microsoft Office
3w
Save
Mark Applied
Hide
Financial Associate (Fixed-Term 12 months)
Abbotsford, British Columbia, Canada
$56k-$68k/yr OnsiteFull Time, Temporary
Coast Capital Savings
Coast Capital Savings: Provides personal and business banking, mortgages, and investment services.
2+ YOE2+ years investments experience; IFIC/CSC and MFDA/IIROC licenses required; knowledge of industry software and quotation equipment; strong decision-making, communication, and organizational skills.
2d
Save
Mark Applied
Hide
Client Service Associate
Lynnwood, Washington, United States
$54k-$71k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
2+ YOETwo years of relevant registered investment advisor or broker-dealer experience preferred, with finance and investment market knowledge, critical thinking, attention to detail, multitasking, adaptability, and confidentiality.
3mo
Save
Mark Applied
Hide
ScotiaMcLeod Senior Financial Planning Associate - White Rock (257058)
White Rock, British Columbia, Canada
OnsiteFull Time
Scotiabank
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
2+ YOECFP or IQFP (QC) or CPA preferred, ≥2 years experience, advanced financial planning software skills, client discovery and plan delivery experience, strong interpersonal and verbal communication.
1mo
Save
Mark Applied
Hide
Associé en gestion de patrimoine
Victoria, British Columbia, Canada
OnsiteFull Time, Temporary
National Bank of Canada
National Bank of CanadaTSX: NA: Canadian financial institution providing comprehensive banking and investment solutions.
2+ YOECollege or university diploma, 2 years relevant banking/back-office or finance experience, CCVM and ERCI completed, strong Microsoft Office skills, client service and compliance knowledge.
Microsoft Office
4d
Save
Mark Applied
Hide
BC Offices – CPA and Non-CPA Opportunities in IT Audit – Full-time – Fall 2027 Start
Vancouver or Victoria or Kelowna
$54k-$69k/yr HybridFull Time
KPMG
KPMG: Global professional services firm providing audit, tax, and advisory.
Undergraduate degree in business, commerce, accounting, finance, information systems, technology management, computing science, or related field; CPA, CISA, or CIA pathway commitment; excellent academic record and Canadian work authorization.
ITGC, AI
3w
Save
Mark Applied
Hide
Associate Financial Advisor
Sequim, Washington, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOE6+ months customer service or sales experience; SIE completed; FINRA licensing (Series 7/66) and state insurance licenses expected; must meet Loan Originator regulatory and background standards; US work authorization required.