Finance Jobs in Puyallup, WA

Puyallup, Washington, while not a major financial hub, offers a variety of finance-related job opportunities. The types of roles available range from entry-level positions at local credit unions and banks to more specialized roles at wealth management firms and insurance companies that serve the area. The proximity to larger cities like Tacoma and Seattle also provides access to a broader job market for finance professionals willing to commute.

Common Job Titles and Employers

Here are some common finance job titles you might find in Puyallup:

• Bank Teller: Entry-level position focused on customer service and processing transactions. Key employers include local branches of national banks like Chase, Bank of America, and Wells Fargo, as well as regional banks and credit unions such as Sound Credit Union and BECU (Boeing Employees Credit Union) which often have branches in the area.
• Loan Officer: Helps individuals and businesses secure loans. This role involves evaluating creditworthiness and guiding applicants through the loan process. Many banks and credit unions employ loan officers.
• Financial Advisor/Planner: Provides financial advice to individuals and families on investments, retirement planning, and insurance. Independent firms, as well as larger companies like Edward Jones and Waddell & Reed, have offices in Puyallup or nearby.
• Accountant/Bookkeeper: Maintains financial records for businesses. Many small to medium-sized businesses in Puyallup require accounting services, creating opportunities for accountants and bookkeepers. Some larger companies might also have accounting departments within their Puyallup offices.
• Insurance Agent: Sells insurance policies to individuals and businesses. Companies like State Farm, Farmers Insurance, and Allstate often have local agents in Puyallup.
• Mortgage Loan Originator: Similar to a Loan Officer but specializing in mortgage loans for home purchases. Several mortgage companies operate in the area.

Job Boards and Resources

To find finance jobs in Puyallup, consider using these resources:

• Online Job Boards: Indeed, LinkedIn, Glassdoor, and ZipRecruiter are good starting points. Search specifically for “finance jobs Puyallup WA.”
• Company Websites: Check the career pages of banks, credit unions, insurance companies, and wealth management firms mentioned above.
• Local Newspapers and Community Boards: While less common these days, occasionally local publications will list job openings.
• Networking: Connect with professionals in the finance industry in the Puyallup area. Local chamber of commerce events can be helpful.

Skills and Education

Depending on the specific role, the required education and skills will vary. However, some common requirements include:

• Education: A bachelor’s degree in finance, accounting, economics, or a related field is often required for financial advisor and analyst positions. Associate’s degrees or relevant certifications may suffice for some entry-level roles like bank teller or bookkeeper.
• Skills: Strong analytical skills, attention to detail, communication skills (both written and verbal), and customer service skills are essential. Knowledge of financial software and regulations is also often required.
• Licenses and Certifications: Depending on the role, you may need to obtain licenses or certifications such as the Series 7, Series 63, or Certified Financial Planner (CFP) designation.

While Puyallup’s finance job market may be smaller than that of larger cities, it still offers opportunities for individuals with the right skills and education. Researching local companies and networking within the community can significantly increase your chances of finding a rewarding finance career in Puyallup.