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
$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- 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
- 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
$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- 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
- Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform... ...to address trust, estate, wealth transfer, and financial planning needs. You will collaborate with...
- 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...
$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$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- 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...
- ...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
- 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
- Edelman Financial Engines is seeking an experienced Senior Financial Advisor in the Portland area to... ...advice and asset management. You will serve clients in a fiduciary capacity, guiding them toward thoughtful financial plans without marketing activities, supported by a...
- ...in Portland, OR is seeking an Associate Financial Advisor to join the practice team and deliver... ...personalized financial strategies with clients. You will collaborate with one or more... ...lasting relationships while supporting planning and investment recommendations. The role...
- Somewhere along the way, "financial advisor" became a prospecting job with advice attached... ...decades, we've grown a retirement-planning business on education. Our seminars, workshops, and The... ...judgment to recommend what's right for the client, including recommending against a...
- 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
$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- ...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-...
$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- BMO Financial Group is seeking a financial planning professional to collaborate with the team and deliver comprehensive banking solutions. You will determine client needs and provide solutions through sales of managed products and services, including mutual funds, wrap...
- 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...
- ...serve to make better and smarter financial decisions and enabling the... ...One. Job Description Client Relationship Consultants build... ...information, demonstrating and educating clients on available deposit... ...employer-funded retirement plan ~ Paid vacation (from two to...Temporary workLocal area
- ...seeking an Associate Relationship Banker to represent our brand in a branch setting, delivering hospitality and financial guidance. You will welcome clients, assess needs, and offer tailored solutions using Chase’s digital tools. You’ll work with a team to ensure regulatory...Afternoon shift
- ...Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory roles, active...Work at officeRemote work
- 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
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel... ...they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking...Immediate startAfternoon shift
- ...Relationship Banker to join the Portland East Market. In this full-time role, you will cultivate and manage client relationships, deliver personalized financial solutions, and represent our brand with hospitality and integrity. You will help clients with everyday banking...Full time
- 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
- 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
- ...of America in Portland, Oregon hires for a role engaging clients in the lobby to educate and assist with self-service banking, including mobile, online... ...while building deep conversations to understand clients' financial goals. The position emphasizes following laws and bank...
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