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
- Overview:The Opportunity:As a Financial Planning Counselor, you will work alongside our client’s internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work...Suggested
$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- 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
- 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...SuggestedWork at office
- 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...Work at office$21 - $25 per hour
...and commercial loans and reviewing financials for current and prospective clients. This position should be able to... ...eligible for healthcare benefits, 401K plan, short term & long-term disability... ...insurance, vacation & sick time, educational assistance, and several holidays....Temporary workWork at officeLocal area- 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...
$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
- ...When did “financial advisor” start meaning “full-time marketer/prospector who occasionally does planning and gives advice?” We built Asset Preservation Wealth & Tax on education — The Asset Preservation Hour, seminars... ...your ask, your funded clients. You run a plan-first...Full timeWork at officeImmediate start
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join their... .... This position involves engaging with clients to understand their financial goals and... ...as investment opportunities, retirement planning, and wealth management. The ideal...
- 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
$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- Bank of America is seeking a financial advisor to help clients achieve their financial goals through personalized planning and a wide range of investment solutions. The role requires Series 7 and 66 licenses (or equivalent 63/65), with at least one year in investments and...
- BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products, focusing on the customer’s best interests. You... ..., and retirement solutions while guiding clients through strategic financial planning. You...
- ...deepen relationships with an established client base and organically grow through... ...-house experts in portfolio management, planning, tax and estate services. Our advisors focus... ...fiduciary client service, leveraging advanced financial planning knowledge and relationship...
- Infinite Heights Wealth Management, a Portland-based boutique financial planning firm, seeks an experienced Associate Advisor to manage client households. You will own relationships across all phases of clients’ financial lives, onboarding new clients and coordinating...Full timeWork at office
$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- ...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-...
$21.68 - $26.5 per hour
...Job Title Client Relationship Consultants Job Description... ...information, demonstrating and educating clients on available deposit... ...questions and learning about their financial needs, and banking channel... ...employer-funded retirement plan ~ Paid vacation (from two to...Full timeTemporary workLocal area- ...due to the volume of applicants. Join a financial services firm where your contributions... ...where people come first. With over 9 million clients and 20,000 financial advisors across the... ...helping advance personalized financial plans aligned with client goals and priorities...Full timeTemporary workFlexible hours
- 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
$85k - $150k
...partnered with Raymond James Financial Services, Inc., one of... ...an exceptional client experience to support... ...investment and financial planning choices. We pride... ...any required continuing education in a timely manner and... ...Chartered Retirement Planning Counselor (CRPC), or other...Temporary workLocal area- ...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
- ...specializing 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- 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 alignment... ..., monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Full timeTemporary workWork at officeFlexible hours
- JPMorgan Chase & Co. in Portland, OR is seeking an Associate Relationship Banker to welcome clients and provide thoughtful banking solutions. You will represent our brand with hospitality, using technology to enhance the client experience and build lasting relationships...Flexible hours
- A leading financial institution is seeking a Relationship Banker for their Portland branch. In this role, you will exceed client expectations and build lasting relationships using your financial... ...include managing client accounts, educating clients on technology, and ensuring...Full time
- ...Associate Relationship Banker to welcome clients, provide tailored banking solutions, and... ..., and ATM technology to meet clients’ financial needs with hospitality and industry knowledge... .... The role requires building trust, educating customers on products, and collaborating...
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