Cordell, Neher & Company, PLLC is seeking to fill the following position(s):



Financial Advisor – CNC Financial Group, LLC

Salary DOE
Location Wenatchee, WA
Job Information

We are looking to hire a financial advisor to join our team! CNC Financial Group, LLC, a wealth management firm, is seeking an accomplished, full time financial advisor with a strong track record of success, a passion for financial planning, and wealth management experience to work inside 1st Global Capital Corporation. CNCFG is aligned and affiliated with offices of Cordell, Neher & Company, PLLC, one of North Central Washington’s largest and most respected accounting firms. To qualify for this position, you must be an entrepreneurial, experienced financial planner whose professionalism, competence and integrity complement the traditional services and high practice standards of CPA’s and attorneys. To excel in this tightly regulated role you should have appropriate licenses and a deep knowledge of all the latest financial products on the market.


  • Bachelor degree in business, finance or related field.
  • Current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  • Life and health license.
  • One or more professional designations: CFA, CFP, CLU or ChFC.
  • A minimum of 5 years of client facing production experience with verifiable commissions of $100,000+ annually.
  • Experience providing a full range of financial planning solutions.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint and comfortable using a computer for various tasks.
  • Professional image and consultative sales style.
  • Investment philosophy in line with 1st Global’s philosophy. An integrated approach that empowers affiliate CPA firms and financial advisors to weave diverse elements of a client’s financial picture into a unified, tax-centric financial plan that meets the client’s long-term goals.
  • Valid driver’s license.


  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help clients reach their financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Contacting clients regularly to discover changes in their financial status.
  • Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Managing and updating client portfolios.
  • Building and maintaining a strong client base.

Salary based upon experience.

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Accounting Specialist

Salary DOE
Location Wenatchee, WA
Job Information

Cordell, Neher & Company, PLLC is a public accounting and financial services Firm. We are currently seeking a Full-Time Accounting Specialist to work in our new Client Accounting and Advisory Services Department. At CNC, we use technology to help our clients quickly and efficiently complete accounting functions including:

– Payroll and related compliance

– Accounts payable and receivable processing

– Account reconciliations and general ledger transaction entries

– Monthly financial reporting and analysis

Successful candidates will have a minimum of 5 years of experience in accounting or bookkeeping related activities and possess the following skills/knowledge:

  • Proficient in QuickBooks and Microsoft Office Suite
  • Ability to set up and train new users
  • Highly organized and able to multi-task and manage multiple projects
  • Must be a self-starter that works well in a team environment
  • Ability to handle pressure in a positive professional manner
  • Excellent interpersonal and written communication skills

Join a firm whose priority is service and excellence to their employees and clients. We offer competitive wages salary and excellent benefits including health, dental and vision insurance, 401(k) program with firm defined match, life insurance and more.

Apply at: or e-mail cover letter and resume to


Cordell, Neher & Company, PLLC is public accounting and financial services firm. We are dedicated to producing the highest quality services and relationships by creating a culture and value system guided by certain principles. These principles define who and what we are, both individually and as a Firm. They guide our behavior, influence our thinking, and enhance our judgment. By consistently practicing these principles, we believe we will be successful in creating this value system.

Our clients are comprised of businesses and individuals with a broad range of needs from a vast number of industries. We provide tax, accounting, audit, consultation, CFO, advisory, valuation and financing, financial planning, estate and trust, litigation support and expert witness, new business consulting, payroll and quarterly tax services including QuickBooks® and business software and technology solutions as needed by each client.

Service to our clients is our only product and the reason for our existence. Our team passionately serves the needs of clients efficiently and effectively. A key part of our service is accessibility by the client to someone familiar with them. A solution to complex questions sometimes requires a review of the available alternatives.

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Experienced CPA (4-6 years preferred)

Salary DOE
Location Wenatchee, WA
Job Information

We are currently seeking a 4 – 6 year experienced CPA to join our team.

Duties will include but are not limited to:

  • Preparation and review of federal and state income taxes for individuals and businesses and consulting services
  • Preparation of various written correspondence with clients and various tax authorities
  • Assist higher level personnel to plan and coordinate all types of tax and A&A engagements
  • Preparation of financial statements and the ability to apply accounting principles to engagement circumstances and gain knowledge for the efficient supervision of audit engagements, provide field and final review of workpapers
  • Ability to train, supervise, review and evaluate other team member’s work
  • Begin developing skills to attract and retain new clients


  • Licensed CPA
  • Strong accounting, analytical, and “critical thinking” skills
  • Solid technical knowledge and research skills
  • Proficient computer skills are essential. MS Word, Excel, Outlook, QuickBooks® and accounting software experience is required
  • Excellent interpersonal, oral and written communication skills
  • Capable of managing existing client relationships and developing new ones
  • Highly organized and able to multi-task and manage multiple projects
  • Must be able to work independently as well as a team
  • Ability to handle pressure in a positive professional manner
  • Ideal candidate will be passionate about client service.

Apply by uploading your Resume and Cover letter.

Apply Now

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