Financial Services Advisor - Insurance & Investments
Chad Elder - State Farm Agent
Chad Elder State Farm in Portland, OR is seeking a Financial Services Representative to market and explain financial products that help customers manage everyday risks. You will educate customers on options with a consultative approach and help build a strong advisory relationship within the agency. You will analyze client needs, discuss investment and insurance solutions, and maintain compliance while supporting growth of the agency’s book of business. #J-18808-Ljbffr Chad Elder - State Farm Agent
- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...center of saving and investing. Here, you’ll make an... ...advice, investments, insurance, banking and generosity... ...Thrivent’s comprehensive advisor onboarding program....Suggested
- ...with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to... ...planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way...SuggestedFull timeInternshipWork at office
- Northwestern Mutual seeks ambitious individuals to launch a rewarding financial advisory career. You’ll guide clients through retirement, insurance, investments, and estate planning, building a personal practice within a supportive team framework. Ideal candidates balance...SuggestedInternship
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and advisory services to branch clients across Portland, OR, Lake... ...Managers, actively solicit investments and insurance solutions, and maintain relationships...Suggested
- ..., Oregon-based opportunity with LPL Financial through BMO Bank seeks a Financial Advisor to service an existing book and grow new client... ...hold Series 7 and 66 licenses and an insurance license, with at least three years of investment sales experience, supported by LPL’s...SuggestedLocal area
- Mechanics Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated... ...branch teams and customers to drive investments and insurance needs. The role emphasizes an advisory... ...environment with strong customer service and cross-sell opportunities. #J...Local area
- ## Financial Advisor - Vancouver, WAApply: Vancouver, WA: Full time: Posted 30+ Days Ago:... ...unexpected moments with the right financial services and insurance products. Our financial advisors are... ...life and health, and annuities and investment products and services.* Educate...Full timeContract workFor contractorsWork at office
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...amplify and simplify their financial lives by integrating financial planning, investment management, business... ..., tax, estate, insurance, and more, all managed... ...including size, growth, service quality, technology, succession...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...:JP Morgan Natural Capital is seeking a Financial Analyst to join our team. This role is critical... ...200 years and today we are a leader in investment banking, consumer and small business... ...Asset Management provides individuals, advisors and institutions with strategies and...
- Scott Brennan - State Farm Agent in Portland, OR is looking for a full-time Insurance Agent to join their dynamic team. The ideal candidate will focus on building and developing customer relationships in the community, promoting a range of State Farm products including...Full time
- ...Farm Agent is seeking a customer-focused Insurance Account Position Team Member in Portland,... ...needs while marketing suitable insurance and financial products. The role emphasizes building relationships, providing prompt service, and meeting marketing goals in a...Work at office
- John Proctor State Farm Insurance in Portland, OR is looking for a motivated Insurance Agent to foster community relationships and promote various insurance products. The ideal candidate will have a successful sales background and a Property and Casualty license. The position...Work experience placementFlexible hours
- The Financial Coordinator is part of a team who handles the direct interaction with patients... ...difficult times, providing financial insurance and payment information to assist them in... ...their account balances related to specific services performed in the clinic. The Financial...Minimum wageWork at officeLocal areaVisa sponsorshipShift work
$95.55k - $195.25k
...The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology... ...and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts...Work at officeLocal areaVisa sponsorship$82.6k - $162.8k
...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation... ...reporting, and support their next stage of growth. We’re just as invested in our own team’s growth, with hands-on learning and...Local areaVisa sponsorship$110.7k - $218.3k
...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds... ..., and support their next stage of growth. We’re just as invested in our own team’s growth, with hands-on learning and...Local areaVisa sponsorship$76.5k - $90k
...Why Work at Mercer Advisors? For more than 40 years... ...amplify and simplify their financial lives by integrating financial planning, investment management, business... ..., tax, estate, insurance, and more, all managed... ...including size, growth, service quality, technology, succession...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years... ...amplify and simplify their financial lives by integrating financial planning, investment management, business... ..., tax, estate, insurance, and more, all managed... ...including size, growth, service quality, technology, succession...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$126.81k - $154.99k
...to make better and smarter financial decisions and enabling the communities... ...team of Banking, Trust and Investment professionals around client... ...and Investment products and services-Ability to partner with... ...19 of the Federal Deposit Insurance Act (FDIA). In addition, certain...Full timeWork experience placementLocal area3 days per week- ...Job Description WealthBridge Financial Group is seeking a results-... ...solutions, including investment opportunities, retirement planning... ...dedicated to delivering exceptional service and fostering long-term... ...~ Life and disability insurance for added peace of mind ~...
$55k - $120k
...0 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team... ...funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar...Contract workPart timeLocal area$145k - $175k
...Senior Wealth Advisor This position ensures the... ...development for the Wealth, Financial Planning, and... ...and administration of investment accounts as well as financial planning services. This position will lead... ...disability coverage, life insurance, vacation & sick time,...Temporary workWork at office$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI... ...innovative platforms and white-glove services. Operating as a true fiduciary, we align... ...planning and access to institutional investment strategies. AQI: An Advisory...Work at officeRemote work$1,000 per month
...Northwestern Mutual College Financial Representative... ...Financial Representative or Advisor role upon graduation.... ...Support for insurance licensing (life, health... ...strategies—insurance, investments, and annuities—built to... ...the best products and services for our clients. Our...Full timeFor contractorsInternshipLocal areaFlexible hours$15 per hour
...Financial Solutions AdvisorAt Bank of America, we are... ...backgrounds and experiences and invest heavily in our... ...of Financial Advisors—those with a passion for... ...investment products and services.Three years experience... ...environment.Obtained insurance licenses.Shift: 1st shift...Work at officeImmediate startShift workDay shift$50k
...Join a financial services firm where your contributions are valued. Edward... ...and 20,000 financial advisors across the U.S. and Canada,... ...and Canada than any other investment firm, serving over eight million... ...record of success State insurance licenses preferred Preferred...Work at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market... ...of America’s core banking, investment solutions and approach to... ...of one year of financial services industry or sales experience... ...offered through MLPF&S and insurance and annuity products offered...Work at officeImmediate startMonday to FridayShift workDay shift
$1,000 per month
...Northwestern Mutual College Financial Representative... ...Financial Representative or Advisor role upon graduation.... ...Support for insurance licensing (life, health... ...strategies—insurance, investments, and annuities—built to... ...the best products and services for our clients. Our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $135k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth... ...practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance...Work experience placementWork at officeWork from home$70k - $93.5k
...EP Wealth Advisors (EPWA) is a wealth management advisory... .... Summary The Financial Planning Associate... ...contributing to the firm’s service offerings. Duties... ..., estate planning, investment strategies, and more.... ...Health services, Life Insurance, Long & Short-Term Disability...Temporary workWork at officeFlexible hours
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