Financial Service Professional
MassMutual Oregon
Open Position: Financial Services Professional
Discover your future at MassMutual Oregon
We are growing our team in Lake Oswego, Oregon! We are looking for an inexperienced Financial Professional to join our team. If you're looking for a change, and you are passionate about serving others, it’s time to pursue a career in the financial services industry with MassMutual Oregon.
For 11 years, we have been recognized as one of the 100 Best Companies to Work For in Oregon.
As a Financial Services Professional with our team, you will be able to build your practice and help those in your community plan for their financial futures.
Job Overview
In this role, you’ll:
- Source prospects and utilizing client acquisition techniques
- Consult clients on financial strategies based on their financial goals
- Comply with all regulatory requirements, including licensing and registrations
- Meet production goals as outlined in training programs
- Balance a multitude of activities, including obtaining referrals, client follow-through and administrative tasks
- Expand your knowledge and skills through ongoing professional development and networking
- Receive ongoing training and support
- Be a part of a supportive team that encourages personal growth and celebrates achievements
Desired Skills & Experience
✅Bachelor’s degree - Finance or business discipline preferred or equivalent work experience. Recent graduates are encouraged to apply
✅Highly self-motivated, with the ability to work independently
✅Excellent relationship management
✅Strong communication skills
✅Positive, customer focused attitude, with a desire to exceed customer expectations
Why Join MassMutual Oregon?
MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective has been to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients.
A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals.
- ...Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals...SuggestedWork at office
- ...A leading financial services staffing company is hiring Entry-Level Financial Professionals. This remote/hybrid role focuses on building client relationships and providing financial education. Candidates should be hardworking and willing to start a training program. The...SuggestedRemote workFlexible hours
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...SuggestedWork at officeLocal areaMonday to Friday$98.28k - $120.12k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions which includes identification...SuggestedFull timeTemporary workWork experience placementLocal area- ...company in the insurance and investment sector is seeking a Financial Professional in Portland, Oregon. This role involves building a practice... ...inexperienced professionals, with a commitment to continuous learning and client service. #J-18808-Ljbffr MassMutual Oregon
$60k - $110k
...02844 About the Role: A corporate financial analyst II is responsible for management... ...unit managers and the financial services department providing insight into performance... ...designed to help you thrive personally and professionally. Community engagement that matters,...Full timeLocal area- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area
$41.5k - $60.5k
...7925 SW Nyberg Rd. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Contract workPart timeLocal areaDay shift- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workDay shift
$19.23 - $28.37 per hour
...FWA's split their time between client servicing and transaction support (70% of time),... ...guidance and solutions to assist in client's financial wellness, both in person and through... ...we can have on their day, personally, professionally, and financially. Accepts and accurately...Hourly payWork experience placementWork at officeFlexible hoursDay shift$28 - $35 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...educating clients on available deposit and loan products and services and recommending solutions based on each customers unique goals...Full timeTemporary workLocal area- Ichor Systems has an immediate opening for a Senior Corporate Accountant, located onsite in Tualatin, OR. Reporting to the Assistant Controller, this position supports the company’s global corporate accounting function and plays a key role in the monthly close. The Senior...Immediate start
$70k - $80k
Job Number: 32495 Salary: $70K-$80K Industry: Financial Services Must Haves 1+ years of experience in the financial services and/or securities... ...services experts, known best for providing comfortable and professional environments for clients. Utilizing all of the resources...Work at office- ...Staff Accountant will support the day-to-day accounting and financial close processes in a growing public-company environment.... ...paid time off for vacation, paid holidays, paid community service days, professional/personal learning program, and applicable state/federal paid...Work at officeRemote workHome office2 days per week3 days per week
$60k - $70k
...functions to ensure the accuracy, completeness, and integrity of financial records. Ensures compliance with U.S. GAAP and supports the... ...information with the highest level of confidentiality and professionalism. Strong written and verbal communication skills, with the...Work at officeLocal area$75k - $150k
...and Agreements, Regulatory Environment - Financial ServicesPreferred Skills -Experience in... ...staff in the development of their professional skills.PNC Employees take pride in our... ...s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo...Full timeTemporary workPart timeWork experience placementWork at office- The group you’ll be a part ofThe Global Operations Group brings information systems, facilities, supply chain, logistics, and high-volume manufacturing together to drive the engine of our global business operations. We help Lam deliver industry-leading solutions with speed...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week
$100.1k - $202.8k
...client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.Manages risk/return and drives quality for new and/or existing clients. Actively identifies...Full timeTemporary workPart timeWork experience placementWork at office$25 - $30 per hour
...providing property and asset management services in 1974. We continue to manage the... ...examines and analyzes accounting reports, financial statements and other financial reports... ...Listens and communicates effectively and professionally both verbal and in writing · Uses time...Full timeTemporary workWork at officeMonday to FridayFlexible hours$95k - $110k
...legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach... ...Your Future Team JSP is a full-service accounting, tax, and business consulting... ...to standards. Prepare and review financial statements, reconciliations, and supporting...Local areaFlexible hours$75k - $95k
...department. You will be responsible for financial accounting activities across multiple... ...About You You are an accounting professional with a strong foundation in GAAP, treasury... ...communication skills and a professional, service-oriented approach. Strong attention...Full timeContract workFor contractorsWork at officeMonday to FridayFlexible hours- ...You Driven & Ambitious? We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having...For contractorsWork at office
$40k - $50k
...of my life. Our agency is built on professionalism, respect, and doing right by our customers... ...marketing relevant products and services. RESPONSIBILITIES: Manage customer... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsCasual workWork at officeFlexible hours$18 - $20 per hour
...and attention to detail. Excellent communication and customer service abilities. Ability to multitask and manage time effectively... ...for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives...Hourly payFor contractorsWork at officeFlexible hours- ...and competing priorities. You work well with a variety of personalities and enjoy collaborating with technical and marketing professionals. You're proficient with Adobe InDesign and Microsoft Office, and comfortable working in CRM systems. You have a "Do what needs...Work at officeLocal area
- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to...Afternoon shift
- ...our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment... ...degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement...Full timeLocal area
$1,500 per month
...and contribute to timely, high-quality service. This is a great fit for someone who enjoys... ...designed to support your health, financial well-being, and overall quality of life... ...is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial...16 hoursFull timeWork at officeFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Professional. Be the first to apply!
- financial services professional Lake Oswego, OR
- financial Lake Oswego, OR
- senior financial analyst fp&a Lake Oswego, OR
- financial sales Lake Oswego, OR
- financial banking Lake Oswego, OR
- emergent financial group Lake Oswego, OR
- finance financial Lake Oswego, OR
- financial institutions Lake Oswego, OR
- financial aid Lake Oswego, OR
- first financial bank Lake Oswego, OR




