Financial Planning Counselor — Client Education & Planning
$85k - $130kFisher Investments
A financial services firm is seeking a Financial Planning Counselor to support clients and Relationship Managers. This role requires over 5 years of experience in financial services and in-depth financial planning knowledge. Key responsibilities include completing financial plans, suggesting efficiency improvements, and hosting client sessions. The position is located in Camas, Washington, with a competitive salary range of $85,000 - $130,000 annually, alongside generous benefits. #J-18808-Ljbffr Fisher Investments
- A financial planning firm in Camas is seeking a Client Services Associate for a full-time position. The ideal candidate will assist in managing office workflow, support financial advisors, and provide excellent client service. Required skills include detail orientation...SuggestedFull timeWork at office
$85k - $135k
...their best version of the financial future? Do you enjoy solving... ...Investments is hiring a Financial Planning Counselor to join our efforts to... ...complex financial planning education and analysis. You will... ...in-depth conversations with clients to help them determine the...SuggestedWork at officeWork from home- 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...Suggested
$26.5 - $33 per hour
Resource Financial Planning, Inc. seeks a Financial Planning Assistant in Portland, Oregon. This position involves client service, scheduling, and data management in a small-team environment. The ideal candidate will have a Bachelor’s degree, strong organizational skills...SuggestedWork at office- Edward Jones is seeking an Associate Financial Advisor to assist clients and contribute to the branch’s growth. This role requires strong analytical skills... ...development. Benefits include medical coverage, a 401(k) plan, and paid time off for holidays and volunteer work. #J-1...Suggested
$71.4k - $84k
...Consultant in Gresham, Oregon. This role provides advanced investment education and advice for clients with investable assets between $25,000 and $250,000. You will analyze client needs, develop personalized financial relationships, and collaborate with internal partners to...$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...training programs equip you with the education, skill-building, and development...For contractorsWork at office$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans and requires strong interpersonal and analytical skills. Candidates should have a Bachelor's Degree, Series 65, and 2+ years of financial...Remote job$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...training programs equip you with the education, skill-building, and development...Full timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...management, including planning for retirement, education, legacy, and other life goals... ...Advisors and Wealth Management Client Associates help clients... ...Retirement Planning Counselor (CRPC). Possess excellent...Work at officeShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington... ...-based wealth management, including planning for retirement, education, legacy, and other life goals through... ...Financial Advisors and Wealth Management Client Associates help clients pursue the...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$26.5 - $33 per hour
Resource Financial Planning, Inc. (RFP) is a well-established, independent financial planning and wealth management firm in SW Portland. We're... ...works closely with the advisor and handles a broad range of client service, scheduling, data entry, and general operations. You'...Summer workWork at officeLocal area$20 per hour
...Investments, located in Camas, WA, is seeking a Part-Time Corporate Finance Associate to provide exceptional service to high net worth clients. This role offers an opportunity to gain exposure to management layers while working 15 hours weekly, with a maximum of 28 hours....Part time- ...Private Wealth Advisor to provide high-touch, personalized support for clients. You will work alongside a dedicated team to manage client relationships and deliver comprehensive financial planning services. The ideal candidate has 5+ years of experience in financial services...
- JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success... ...to diversity and inclusion, you will educate clients on investment management and deliver... ...comprehensive healthcare and retirement plans. #J-18808-Ljbffr JPMorganChase
- ...providing advanced investment advice for clients with investable assets between $25,000 and... ..., and will work to develop lasting financial relationships. The position requires a bachelor... ...include healthcare, paid vacation, and a retirement plan. #J-18808-Ljbffr Us Bank
- ...specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Oregon. You will work with Wealth Advisors to support client relationships and implement comprehensive financial plans across retirement, estate, tax, and investment planning....Work at officeRemote work
$20 - $29 per hour
...build meaningful, long-term client relationships by exhibiting Breakthrough... ...help clients achieve their financial goals. This includes offering... ...prefer to bank by providing education on digital and traditional... ...you! Competitive Incentive Plan: Earn rewards that match your...Weekend work- Columbia Bank seeks an individual to provide exceptional client service and manage financial accounts. This role involves engaging clients in financial... ...handling skills. Comprehensive benefits and a competitive incentive plan are offered. #J-18808-Ljbffr Columbia Bank
- ...you will build your practice and assist community members in planning their financial futures. We are looking for highly self-motivated... ...license (within 6 months of hire) are required. Join us to help clients secure their futures with tailored financial solutions. #J-...
- A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and advice to individuals and families at various... ...investment solutions, and educating clients about available digital...
$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience... ...clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and...Work at officeHome office- ...We are looking for an Associate Financial Advisor who will work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in... ...create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Full timeTemporary workWork at officeFlexible hours
- 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...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and develop foundational... ...delivering core banking and investment solutions while building client relationships and providing end-to-end guidance. Success at this...Work at office
- 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...
- Columbia Banking System in Portland is looking for a Personal Banker to enhance client relationships and deliver outstanding service. The role includes acquiring new clients, providing lending solutions, and ensuring adherence to service standards. You will need a High...
- JPMorgan Chase & Co. in Portland, OR is seeking a customer-focused Loan Originator to help clients meet home financing and banking goals. You will build relationships, understand financial needs, and tailor loan options through in-person and phone consultations. This role...Shift workWeekend work
- 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
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