Member-Focused Financial Services Consultant II
Oregon State Credit Union
Oregon State Credit Union is hiring a Financial Services Consultant II in Portland, Oregon. This role focuses on assisting members with financial solutions, opening accounts, and consulting on lending needs. A strong emphasis on relationships and member satisfaction is crucial. Applicants should have at least two years of relevant experience and a high school diploma. The position offers a supportive team, competitive compensation, and various benefits. #J-18808-Ljbffr Oregon State Credit Union
$22 - $24 per hour
...meaningful impact on people's financial well-being? Join our team as a Financial Services Consultant and be a part of a community‑focused credit union that values... ...unsurpassed service, and member focus. At Oregon State... ...Services Consultant II - You will play a key role...SuggestedFull timeFlexible hours- ...this role, you will be a frontline financial partner, assisting members with their financial transactions and... ...'ll be part of a dynamic sales team focused on enhancing member satisfaction. The... ...will possess strong customer service skills and a passion for helping clients...SuggestedFull time
$78k - $100k
...Financial Planning & Analysis Specialist II The Financial Planning & Analysis Specialist II... ...financial decisions with a focus on continuous improvement... ...partners and team members and participate in cross-... ...Custom Chassis, and Financial Services. Together, we work as one...SuggestedTemporary workFor contractorsWork experience placementWork at officeLocal areaRemote workRelocationRelocation package- ...Credit Underwriter Analyst II - Portland As a Credit Analyst... ...conduct detailed research on the financial history of businesses (B2B)... ...been synonymous with quality and service since 1938. Originating as a... ...or secondary backup for other members of the Credit department...SuggestedWork experience placementWork at office
- A community-focused credit union is seeking a Part-Time Member Advocate in Portland, Oregon. This role involves initiating sales, processing transactions, and opening new accounts to provide exceptional service. Ideal candidates should have a high school diploma and at...SuggestedPart time
- ...ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State... ...reinforces your sales-minded and consultative approach to educating customers... ...RESPONSIBILITIES: Use a customer-focused, needs-based review process to...
$110k - $120k
A premier financial services firm is seeking an Associate Wealth Advisor to develop and present financial plans, monitor risk tolerance, and... ...competitive salary is offered between $110,000 - $120,000, with additional benefits. #J-18808-Ljbffr Focus Partners Wealth, LLCRemote job$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...as a financial representative focused on client-building and obtaining... ...· Investment & Advisory Services · Trust Services · Retirement... ...adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office$80k - $105k
...analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible... ..., able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$150k
...the profession. Experienced Financial Advisor – Independence & Growth... ...that lets you focus on clients, not admin Leadership... ...inclusive workplace where every team member can thrive. Apply today to be... ...”) provide professional services. Any references to “our firm,”...Temporary workTraineeshipLocal area$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor... ...retirement planning services and tax-optimized investment... ...podcast shows. We have teams focused on marketing and business development... ...only our Advisors but all members of our team. Requirements:...$22 - $24 per hour
Financial Service Representative (FSR) Job Category: Branch Operations Requisition... ...billion in assets and over 100 000 members. Retired in 1952, Columbia CU focuses on delivering “Making Life Better... ...understanding of credit. FSR II: Minimum two (2) years of financial...Hourly payWork at officeRemote workWork visaMonday to FridayShift work$19.23 - $28.37 per hour
...our Key Bank communities. Focus on client servicing and transaction support (7... ...and solutions to assist in financial wellness, both in person... ...and coordination among team members to ensure time is spent in... ...techniques such as tele‑consulting, outside calling, prospecting...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Vancouver... ...time between client servicing and transaction support... ...among team members to ensure time is spent... ...of business partners - focusing on client acquisition... ...techniques such as tele-consulting, outside calling, prospecting...Hourly payWork experience placementWork at officeDay shift- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your... ...community. Client support to help lighten the load so you can focus on your clients. A support network that extends from your...Work at officeWork from homeHome office
$80k - $105k
...analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible... ..., able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$60k - $125k
...support and guidance on their financial journeys. As a company, we... ...growth-minded with a steady focus on embracing innovative solutions... ...atmosphere where every member feels valued and apart of the... ...addition to providing advisory services and support to current clients...Temporary workWork at officeFlexible hours$150k - $250k
...intersection of Tax Planning, Financial Planning, and... ...markets, products, and services. ~ Ability to juggle... ...to grow with a future-focused, innovative firm. Perks... ...for full-time team members: ~ Medical, Dental,... ...providing non-attest tax and consulting services, and Aprio,...Full timeWork at officeLocal areaRemote workFlexible hours$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In... ...to our clients. Focus is on relationship management... ...effective client consultations - always composed, professional...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$77k - $202k
...Associate, you will specialize in consulting services for various business... ...Senior Associate, you will focus on building meaningful client... ...using and managing the Oracle Financials software, an integrated financial... ...and inspire team members Anticipating the needs of...Full timeH1b$85k - $105k
...Position Summary Focus Partners Wealth is seeking an Associate... ...active participation in the financial planning process.... ...planning. Focus provides team members the flexibility to work a hybrid... ...relationship management platform Service as the day-to-day contact for...Work at officeLocal areaRemote work2 days per week$58.44k - $93.5k
Magellan Health is looking for a Personal Financial Counselor in Portland, Oregon. This role focuses on providing personal financial counseling services to military service members and their families. Responsibilities include one-on-one counseling, financial education,...Remote job$22.44 - $34.33 per hour
Description The Financial Coordinator is part of a team who handles... ...balances related to specific services performed in the clinic. The... ...take care of you, so you can focus on delivering our Mission of... ...principle that every workforce member has the right to work in surroundings...Work at officeLocal areaVisa sponsorshipShift work$70k - $93.5k
...professional careers.SummaryThe Financial Planning Associate... ...the region. This role focuses on developing and... ...to the firm’s service offerings.Duties and ResponsibilitiesClient... ...financial plans. Consult with the Financial... ...Work with other team members and departments to...Temporary workWork at office$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional... ...guidance regarding financial solutions that are in... ...procedures. * Acts as a key member of a collaborative and... .... * Experience in a consultative customer service or... ...customer experience. * A focus on results and the...Contract workPart timeLocal areaImmediate startDay shift$20.5 - $24.75 per hour
...Relationship Banker is a frontline financial partner (financial MDs)... ...a supportive and dynamic member focused sales team. As a... ...by e-mail. You’ll engage in consultative conversations with members... ...offer tailored products and services to help them reach their financial...Hourly payFull timeWork at office$100k - $120k
...Ensure brand standards, client service and client satisfaction are... ...core values are upheld - client focus, integrity always, excellence... ...to bi-weekly 1:1s with Level II+ advisors. Bi-weekly results review... ...life insurances. Ameriprise Financial is an equal opportunity...Work experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week$70k - $80k
Focus Partners Wealth is seeking an Associate Wealth Advisor to... ...active participation in the financial planning process. Responsibilities... .... Focus provides team members the flexibility to work a hybrid... ...relationship management platform Service as the day-to-day contact for...Work at officeLocal areaRemote work2 days per week$70k - $80k
Position Summary Focus Partners Wealth is seeking an Associate Wealth... ...active participation in the financial planning process.... ...planning. Focus provides team members the flexibility to work a hybrid... ...the highest level of client service Complete client billing reviews...Work at officeRemote work2 days per week$67.1k - $83.9k
...Job Title Financial Analyst Job Description The financial analyst provides support... .... 4. Assist with any Internal Revenue Service ("IRS") audits as it relates to analysis... ...and backgrounds; ability to work as a member of a team. Ability to establish and monitor...Full timeFor contractorsApprenticeshipWork experience placementLocal area
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