ThisWay Global

Financial Planning and Analysis

• Support clients in developing and implementing personalized retirement strategies
• Fully on-site role requiring relocation to Kirkland or Lynwood, Washington; relocation allowance provided
• Qualified client appointments are set by the in-house team; no prospecting required
• Prepare, present, and implement customized retirement plans
• Assist clients with annuities, life insurance, long-term care, and managed portfolios
• Provide financial planning advice across investments, insurance, and retirement planning
• Develop, manage, and maintain strong client relationships
• Follow established processes and procedures to achieve individual and team goals
• Participate in public seminars to share financial information or introduce the firm
• Attend weekly virtual meetings

Financial Advisor, Investments

• Support clients in developing and implementing personalized retirement strategies
• Prepare, present, and implement customized retirement plans
• Assist clients with annuities, life insurance, long-term care, and managed portfolios
• Provide financial planning advice across investments, insurance, and retirement planning
• Develop, manage, and maintain strong client relationships
• Follow established processes and procedures to achieve individual and team goals
• Participate in public seminars to share financial information or introduce the firm
• Attend weekly virtual meetings
• Qualified client appointments are set by the in-house team (no prospecting required)
• Role is fully on-site and requires relocation to Kirkland or Lynwood, Washington

Investment Advisor Representative

Manager

• Manager, Development (NH, ME, VT) role in Portland, ME for nonprofit advancing ALS research, care, and advocacy.
• Plan and execute signature fundraising events, support local third-party events, and meet annual income portfolio goal of $500,000.
• Recruit, steward, and retain event committee chairs and members, and collaborate with volunteers and partners.
• Build and maintain relationships with community partners, corporate sponsors, vendors, and donors; represent organization at events.
• Coordinate logistics, promotional materials, budgets, and compliance; partner with care services and marketing teams to enhance fundraising and awareness.

Manager, Development

• Our partner is a national nonprofit organization established in 1985, dedicated to advancing research, providing support services, coordinating multidisciplinary care, and fostering government partnerships.
• The Manager, Development will be responsible for implementing signature fundraising events and supporting third-party events.
• Develop strong relationships with supporters, identifying new prospects, and collaborating across teams to expand community engagement and fundraising impact.
• Implement a comprehensive plan to meet an annual income portfolio goal of $500,000, including signature events such as the Walk to Defeat ALS in Maine, Vermont, and New Hampshire.
• Recruit, steward, and retain event committee chairs and members.
• Build and maintain strong relationships with community partners.
• Collaborate with event teams and committee volunteers to manage logistics, printing, and promotional materials.
• Operate within established budgetary guidelines.
• Partner with care services staff to involve individuals and families in awareness and fundraising activities.
• Coordinate with marketing and communications teams to achieve public relations and promotional goals.
• Conduct outreach with corporate partners, vendors, committees, and donors.
• Represent the organization at community events and serve as a public spokesperson.
• Coordinate production and distribution of event promotional materials.
• Work collaboratively with the territory team and support the Managing Director, Development, as well as other team members.
• Ensure compliance with organizational standards and guidelines.
• Attend territory events and meetings as required.
• Collaborate with program and development teams to enhance fundraising effectiveness.
• Perform other duties as assigned to support mission and fundraising goals.

Financial Advisor, Investments

Investment Advisor Representative

Manager, Development

Development Manager