Financial Investment Consultant
AlphaX
We are seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, OR . The ideal professional will have 5+ years of experience in wealth management, investment consulting, or financial advisory, and hold active Series 7 licensing . This position focuses on portfolio management, client relationship development, and strategic financial planning for individuals and families throughout the Portland area. Responsibilities Manage and expand a portfolio of clients with a minimum of $10M under management in Portland, OR. Develop and implement customized financial plans aligned with clients' retirement, tax, and wealth preservation objectives. Conduct regular portfolio reviews and rebalance investments according to market trends and client goals. Maintain proactive communication with clients via meetings, calls, and performance reporting. Ensure adherence to FINRA, SEC, and state regulatory requirements. Utilize firm resources and marketing support to grow client relationships across the Portland market. Collaborate with internal teams for seamless account servicing and accurate documentation. Requirements 5+ years of experience as a Financial Advisor, Investment Consultant, or Wealth Manager. Series 7 licensed; additional Series 63/65/66 licenses preferred. Proven track record managing $10M+ in client assets. Experience with Registered Investment Advisor (RIA) platforms preferred. Strong knowledge of portfolio construction, asset allocation, and financial planning strategies. Demonstrated ability to develop and maintain long‑term client relationships. Self‑motivated with strong business development and client acquisition skills. Excellent analytical, communication, and interpersonal skills Benefits Fully paid dental and vision coverage Option to purchase company shares Annual marketing budget to support business growth Simple IRA retirement plan Flexible benefits package tailored to experience and goals Apply directly to be considered for immediate review. #J-18808-Ljbffr AlphaX
- Overview We are looking for a seasoned Financial Investment Consultant to join our independent advisory firm in Gresham, OR. This full-time position offers performance-based incentives for professionals managing $10 million or more in client assets. The ideal candidate...SuggestedFull timeImmediate startFlexible hours
- U.S. Bank is looking for an Investment Consultant in Gresham, Oregon. This role focuses on providing advanced investment advice for clients... ...skills, sales experience, and will work to develop lasting financial relationships. The position requires a bachelor's degree, relevant...Suggested
$80k - $135k
...prospecting! Come join our firm as an Investment Counselor for a provided roster of high... ...have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use... ...work experience ~ A thoughtful consultative approach with an emphasis on client focus...SuggestedWork experience placementWork at officeWork from homeFisher Investments
Vancouver, WA3 days ago- Columbia Credit Union is seeking an experienced Financial Advisor to join our Investments and Insurance Group in the Portland Metro area. You will build new business from an established book, provide advisory services to members, and help manage insurance and investment...Suggested
- BMO Financial Group in Portland, OR is seeking an experienced financial advisor to deliver comprehensive banking solutions and investment guidance. You will collaborate with team members to determine client needs and provide solutions through managed products and services...Suggested
- Bank of Montreal in Portland, Oregon seeks an experienced financial advisor to deliver comprehensive banking solutions, assess client needs, and guide them toward managed products, including mutual funds, ETFs, and insurance. You will work with lead relationship managers...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Gresham, ORmore than 2 months ago$90k - $140k
...Come join our firm as an International Investment Counsellor to service a roster of high-... ...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... ...~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus...Work at officeWork from homeFisher Investments
Lake Oswego, OR1 day ago$25k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow... ...discover what you excel at—all from Day One. Job Description The Investment Consultant role provides advanced investment education and advice as...Temporary workWork experience placementWork at officeLocal area$91.44k - $111.76k
...Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placementU.S. Bank
Gresham, OR1 day ago$126k
...Grown as much as you can in your current role? Take this opportunity to expand your skillset & gain new responsibilities. A leading financial services company is in search for a talented Actuary with a strong background in life insurance, especially universal, equity-...DW Simpson & Company
Portland, OR1 day ago$92.36k - $123.16k
...way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our... ...: Supporting your growing family. Tuition Reimbursement : Invest in your education and career growth. Employee Assistance Program...Full timeTemporary workPart timeWork experience placementWork visaFlexible hoursNBT Bank
Portland, OR2 days ago- Insurance Analyst - Riskonnect Implementation Support We are seeking a Contract Insurance Analyst to support the implementation of Riskonnect, an enterprise insurance and claims management platform. This role will partner closely with the Insurance Risk Manager and ...Contract work
BizTek People
Portland, OR1 day ago - ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth...
WealthBridge Financial Group
Oak Grove, OR7 days ago - Job Description Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen... ...to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while...Work at office
$98.45k - $140.3k
Financial Consultant 2 or 3 Non-Union Position WTR-Business Development; Portland, Oregon (US-OR) Regular FT, Exempt Posting # 5635 About Us NW Natural Water owns and operates water and wastewater utilities in communities throughout Texas, Arizona, California, Idaho...Contract work- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management...
$110k - $130k
...Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Senior Credit Analyst...Work at officeDext Capital
Lake Oswego, OR2 days ago- ...applications. Recommend credit terms and lines of credit. Follow up with prospective customers to obtain references, licenses, and financials. Set up approved customers in our operating system. Maintain productive relationships with clients while negotiating account...Immediate start
Johnstone-Supply---the-Founders-Group
Tigard, OR16 hours ago $110k - $140k
...Overview We are an established financial services firm with a growing international presence. We are currently seeking a Senior Corporate... ...hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr...Work at officeWork from homeSupportFinity
Portland, OR1 day ago- ...Chief Risk Officer (CRO) About the Company Innovative financial technology (FinTech) organization providing end-to-end solutions Industry Internet Type Privately Held Founded 2018 Employees 201-500 Categories ~ Information...
Confidential
Portland, OR16 hours ago - Gesa Credit Union is looking for an experienced Commercial Loan Credit Analyst III at the Vancouver Loan Office. In this role, you will analyze commercial credit requests and work closely with sales teams to support loan underwriting processes. The ideal candidate will ...Work at office
$36.81 - $69.73 per hour
...review. They work closely with the regional commercial sales team and their commercial members to underwrite loan requests, spread financial statements, tax returns and calculate cash flows and key financial ratios, and assist in the completion of loan committee packages...Hourly payFull timeContract work$110k - $130k
A financial services company seeks a motivated Senior Credit Analyst to join their team. Candidates should have over 5 years of experience in large ticket underwriting and be able to independently evaluate credit risks. Responsibilities include analyzing complex credit...$212k - $318k
...Health Actuary to join our Actuarial and Financial Group (AFG) in Mercer's Health practice... ...What you need to have: Consulting experience with large clients (10,000+... ...risk, reinsurance and capital, people and investments, and management consulting, advising clients...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
Portland, OR1 day ago- ...of the Code. Develop new techniques, formulas, and procedures for the solution of complex actuarial problems. Conduct or participate in conferences with taxpayers, their representatives and professional consultants in connection with rulings or technical advice....
Internal Revenue Service
Portland, OR4 days ago - ...Portfolio Manager Dext Capital is a national, innovative financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us...
Dext Capital
Portland, OR1 day ago $150k - $195k
...community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of... ...health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the...Flexible hours$90k - $120k
...professionally and timely with internal and external clients via email, phone and in-person Financial Strategy Leads complex technical work and strategic financial consulting regarding employee benefit plans Communicates technical analysis to clients regarding cost projections...Contract workTemporary workInternshipLocal areaFlexible hours$70k - $80k
...retention strategies, and legal risk mitigation. Collaborative teamwork with Maintenance, Leasing, Accounting & Leadership Teams. Manage financial reporting, including reviewing and explaining client monthly financial statements. Mitigate Legal Risk and full compliance of all...Zenith Properties NW LLC
Vancouver, WA2 days ago
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