Financial Consultant , Financial Advisor
Wealthbridge-Financial-Group
WealthBridgeFinancialGroup is seeking a results-oriented FinancialConsultant to join our team. In this position, you will engage with clients to understand theirfinancialobjectives and provide them with tailored advice and strategies that align with their goals. You will leverage yourfinancialexpertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a FinancialConsultant at WealthBridge, you will play a pivotal role in empowering clients to make informedfinancialdecisions. You will utilize advancedfinancialtools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridgeFinancialGroup and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achievefinancialsuccess, we would love to hear from you. If you are ready to grow your practice, apply today! Bachelor's degree in finance, accounting, or a related field. Experience infinancialconsulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications infinancialplanning. Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support. #J-18808-Ljbffr Wealthbridge-Financial-Group
$80k - $105k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...robust training and support once you start) ~ A thoughtful consultative approach with an emphasis on client focus Compensation...SuggestedWork at officeWork from homeFisher Investments
Gresham, OR5 days 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 their financial objectives and provide them with tailored advice and strategies that align with their goals. You...Suggested
$90k - $140k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...relationship building ~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus Compensation...SuggestedWork at officeWork from homeFisher Investments
Gresham, OR5 days ago- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Gresham, OR1 day ago $80k - $135k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to... ...'s degree or equivalent work experience ~ A thoughtful consultative approach with an emphasis on client focus Compensation...SuggestedWork experience placementWork at officeWork from homeFisher Investments
Bridal Veil, OR11 hours ago- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon... .... ~ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Gresham, OR5 days ago - ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeShift workWeekend workDay shift
Bank of America
Gresham, OR2 days ago $20 - $26 per hour
...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and...Hourly payFull timeRemote workMonday to FridayPinnacle Fertility
Portland, OR1 day ago- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills...Flexible hours
$45k - $100k
...The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals:...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Portland, OR2 days ago$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal areaBMO U.S.
Portland, OR2 days ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$29.39 - $44.09 per hour
...is $29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset....Hourly pay16 hoursFull timeImmediate startRemote work- Commercial Loan Officer Clackamas County Bank Develop, manage, and grow commercial real estate, small business, and commercial loans that meet the bank's commercial lending criteria and provide profitability to the bank while mitigating risk. Develop and increase...
Clackamas County Bank
Gresham, OR3 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursUnavailable
Portland, OR5 days ago$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... .... Empower Yourself. The Private Wealth Advisor will be an essential member of a... ...Exceptional at delivering effective client consultations - always composed, professional, and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Portland, OR5 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Portland, OR3 days ago$119.77k - $140.9k
...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 to life...Temporary workWork experience placementLocal area3 days per weekU.S. Bank
Portland, OR3 days ago$119.77k - $140.9k
...U.S. Bank Financial Advisor 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...Temporary workWork experience placement3 days per weekU.S. Bancorp
Portland, OR3 days ago$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize... ...advice at the intersection of Tax Planning, Financial Planning, and investment Management. You... ...Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Portland, OR3 days ago- ...TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial...
Aumni
Portland, OR2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Portland, OR1 day ago$18.75 - $25 per hour
...Gresham, Oregon 97030 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementShift workDay shiftKey Bank
Gresham, OR5 days ago$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...Yourself. The Private Wealth Advisor will be an essential member of a dedicated... ...at delivering effective client consultations - always composed, professional, and skilled...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Portland, OR5 days ago- ...Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial...Full timeInternshipWork at office
Northwestern Mutual
Portland, OR1 day ago $15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and...Work at officeImmediate startShift workDay shiftBank of America
Portland, OR3 days ago$72k
Job Details Job Location: MFS CIVIC OFFICE - Gresham, OR 97030 Position Type: Full Time Education Level: 4 Year Degree Salary: $72,000.00 - $72,000.00 Travel Percentage: Negligible Job Shift: Day Job Category: Nonprofit - Social Services Created: June 2026 Job #: GMD06...Full timeWork at officeLocal areaShift workAfternoon shiftEarly shiftMetropolitan Family Services
Gresham, OR4 days ago$68.64k - $80k
...LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated... ...Responsibilities: Utilizing a consultative, holistic approach, sales process, and...Work at officeLocal areaLPL Financial Holdings, Inc.
Portland, OR2 days ago$74k - $84k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Portland, OR1 day ago
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