Senior Financial Advisor: Investment & Client Solutions
$85kBank of America
Personal Financial Counselor, Assignment Ready Counselor Oregon. This position will provide coverage in short-term, surge and on‑demand situations resulting from military needs such as a post‑deployment. Full-time The PGS Admissions Counselor is responsible for implementing comprehensive recruitment strategies and promoting Warner Pacific University's Professional & Graduate Studies (PGS) programs as high‑quality growth opportunities. $85,000.00 yearly Full-time Join Our Team as a Licensed Professional Counselor (LPC). Children’s Intensive Therapy NW. If you’re an LPC who wants more than just a job—you’ll work with children, adolescents, and families to provide supportive and innovative counseling services. Full-time Our name reflects our mission - Forza means "strength," representing the power of our team, and ForzaCare is proud to be part of Ethos Risk Services. Together, we're expanding our reach and strength. $68,000.00 yearly Full-time +1 Working at Lewis & Clark College. The campus is located on 137 acres of beautifully landscaped grounds in Portland’s southwest hills. Our strong commitment to sustainability is reinforced through recreation. $40.24 hourly Full-time Provides genetic counseling to patients, specializing in Pediatrics. Prepare detailed patient family medical histories to analyze genetic information to identify a patient's risk for specific genetic conditions. $67,700.00 yearly Full-time Mental Health Therapist - Bilingual Associate. Anchor Within Counseling is an outpatient group practice looking for associate therapists to join our radical & relational team. We offer racially sensitive and inclusive care. $65,000.00 yearly Full-time Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self‑starter. $19.03 hourly Full-time Job Schedule: Full-Time Day Shift (This position works 4 days a week and 1 day a weekend, Schedule to be determined by the Business Office Manager.At Rainier Springs, we are committed to empowering). $19.40 hourly Full-time Lifeline Connections is a community-based behavioral health organization that specializes in providing confidential and compassionate care to individuals who experience substance use and/or mental health challenges. $26.41 hourly Full-time Provides support for care transition activities. Facilitates transitional care processes and coordination for member discharge from hospital admission to all other settings. Strives to ensure that be. $75,000.00 yearly Full-time 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 others. $53,164.80 yearly Full-time Vista Counseling is seeking an experienced and compassionate addictions therapist to join our team of mental health professionals. The ideal candidate will be a licensed therapist with a proven track record. Full-time PeaceHealth is seeking a Bereavement Counselor - Hospice for a Part Time, 0. The salary range for this job opening at PeaceHealth is $38. The hiring rate is dependent upon several factors, including ... $27.00 hourly Full-time Boys & Girls Aid is committed to recruiting. We are an inclusive community dedicated to investing in relationships and authentically valuing others. Boys & Girls Aid is an anti‑racist, LGBTQ… $17.00 hourly Full-time KE Camps is the leading provider of summer camps for country clubs nationwide. We partner with over 230 private clubs all over the country to implement traditional‑style day camps for elementary‑age… Full-time Impact Dojo is a young, innovative company revolutionizing the way martial arts is taught to children and adults. Founded in 2015 in the Chicagoland area, Impact Dojo has experienced tremendous growth. Full-time Raymond James Financial Services, Inc. OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc. Together we have a commitment to provide an exceptional client experience… $20.00 hourly Full-time Pinnacle Fertility is a leader in physician‑centric fertility care, supporting high‑performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling... #J-18808-Ljbffr Bank of America
$15 per hour
...purpose to help make financial lives better... ...we deliver for our clients, teammates, communities... ...experiences and invest heavily in our... ...generation of Financial Advisors—those with a... ...become a Financial Solutions Advisor in one of... ...your education. As a Senior FSA, you can look...SeniorWork at officeImmediate startShift workDay shift$75k - $85k
Position Overview Financial Solutions Advisor - Bank of America Advisor Development Program. From day... ...coaching and classes that cover portfolios, investment strategies, and holistic financial... ...financial advice and conduct client reviews and presentations with confidence...SeniorImmediate startDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and develop foundational... ...a financial center delivering core banking and investment solutions while building client relationships and providing end-to-end guidance....SuggestedWork at office
- JPMorgan Chase & Co. is hiring a Private Client Advisor to provide comprehensive financial planning and investment solutions in Portland, Oregon. You will leverage leadership skills to build client relationships and foster a culture of diversity. The ideal candidate will...Suggested
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and... ...strong relationship skills to develop tailored investment solutions and deepen client relationships. The role...Suggested
- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry... ...skills needed to build and manage client relationships. After licensing, you... ...delivering Bank of America’s core banking, investment solutions, and client‑care approach....Work at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend,... ...our company and how we deliver for our clients, teammates, communities and shareholders... ...with clients to review financial and investment goals, building a financial plan, and...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Bank Of America Financial Advisor At Bank of America, we are guided by... ...and how we deliver for our clients, teammates, communities and... ...backgrounds and experiences and invest heavily in our teammates and... ...advice and customized solutions to clients to help them achieve...Temporary workShift workDay shift
- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend,... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...deliver Bank of America’s core banking, investment solutions and approach to client care...Work at officeImmediate startMonday to FridayShift workDay shift
- A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates...Senior
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant... ...this position, you will engage with clients to understand their financial objectives... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning,...
- BMO Financial Group seeks a skilled financial professional to deliver comprehensive banking solutions and strategic financial planning. You will collaborate with the client relationship team and lead relationship... ...guiding clients with investment strategies while ensuring...
- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain... ...acquiring, building and managing client relationships, evaluating complex financial... ...center delivering core banking, investment solutions, and client care. After demonstrating...Work at officeImmediate startMonday to FridayShift workDay shift
- BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products... ...with team members to recommend investments, insurance, and retirement solutions while guiding clients through strategic financial planning...
$75k - $85k
Bank of America is hiring a Financial Solutions Advisor in Vancouver, WA, offering extensive training... ...provide comprehensive financial advice to clients, develop strategies to meet their... ...relevant licenses and experience in the investment and financial services industries....- ...comprehensive wealth management and investment products and services for... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I), your...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Job Description The senior wealth advisor position at Mariner will... ...include a coordinated financial strategy that aligns with each client's goals and values.... ...issues and offer creative solutions to help clients... ...management and customized investment portfolios Participate...Senior
- ...Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses... ...client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of...
- Fidelity Investments is seeking a Financial Consultant to engage face-to-face with clients in our Investor Center, providing guidance and personalized planning while leveraging... ...client interactions, presenting investment solutions, and growing a base of informed customers...
- JPMorgan Chase is seeking a Financial Advisor in Portland, OR. In this role, you will champion team success, build client relationships, and deliver tailored investment solutions, all while leveraging your deep understanding of financial markets. Preferred qualifications...
- A leading financial services company based in Vancouver is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role... ...relationships, delivering personalized investment solutions, and educating clients on digital tools....
- JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions. With a commitment to diversity and inclusion, you will educate clients on investment management and deliver tailored advice. The...
- Fidelity Investments is seeking a Financial Consultant in Portland, Oregon. In this role, you will work in our Investor Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust support system. The ideal candidate...Work at office
- Partner, Senior Wealth Advisor Mercer Advisors has served families for 40 years, integrating financial planning, investment management, tax, estate, insurance, and... ...Advisor works in a client‑focused, team‑centered... ...developing mutually beneficial solutions Strong knowledge and...SeniorTemporary workWork at officeLocal areaMonday to Friday
$92.36k - $123.16k
...Provides holistic advice and solutions to business banking... ...new business banking clients. Focus on the... ...career or serve in a senior leadership role, your... ...reputation as a stable financial institution by growing... ...Tuition Reimbursement : Invest in your education and...SeniorFull timeTemporary workPart timeWork experience placementWork visaFlexible hours- ...located in NE Portland, is looking for an experienced Portfolio Manager to join their team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The ideal candidate has at least 5 years of investment...Senior
$70k - $90k
...seeking an experienced Client Services Associate to... ...for our impact-focused investment clients across the... ...Registered Investment Advisor dedicated to providing... ...management, personalized financial planning, and innovative... ...in finance. #J-18808-Ljbffr TalentLink SolutionsWork at officeHome office$24 - $30.67 per hour
Bank of America is seeking a Client Services Representative in Vancouver, WA. This role is crucial for assisting clients in navigating their banking needs, offering tailored financial solutions, and ensuring a high-quality experience. The ideal candidate will possess a...Hourly pay- ...P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The... ...candidate will have a strong background in financial advising, expertise in client... ...passion for delivering personalized investment solutions to a diverse clientele. Key responsibilities...Work at office
- A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and... ...client relationships, delivering personalized investment solutions, and educating clients about available digital...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor: Investment & Client Solutions. Be the first to apply!
- financial planning administrator Portland, OR
- financial advisor development program Portland, OR
- wealth advisor Portland, OR
- financial planner cfp Portland, OR
- private wealth advisor Portland, OR
- associate corporate finance Portland, OR
- project finance associate Portland, OR
- financial associate Portland, OR
- strategic finance associate Portland, OR
- estate planning consultant Portland, OR

