Client-Focused Financial Planner & Retirement Specialist
Jobtailor
Jobtailor in the United States seeks a client-facing financial professional to deliver personalized investment planning and retirement solutions. This role emphasizes building long-term relationships and providing tailored advice to clients. You will expand the firm's reach, nurture an existing client base, and present complex strategies with credibility to a knowledgeable audience while guiding clients toward their long‑term retirement goals. #J-18808-Ljbffr Jobtailor
- 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...RetirementWork at office
- ...in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships... ...various benefits such as health care coverage and retirement plans. #J-18808-Ljbffr TwinThreadRetirement
$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... ...starting salary of $26.50-$33/hour, retirement benefits, paid holidays, and onsite...RetirementWork at office- EP Wealth Advisors seeks a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the region. You will lead plan development, tax, retirement, and estate strategies, and help implement recommendations while...RetirementFlexible hours
- ...advice tailored to suit their financial needs. Job Description You... ...needs. As a Private Client Banker in Branch Banking, you... ...their needs Partners with Specialists (Private Client Advisors, Mortgage... ...health and wellness centers, a retirement savings plan, backup...RetirementImmediate startAfternoon shift
- ...Advisor to deepen relationships with an established client base and organically grow through referrals,... ...planning, tax and estate services. Our advisors focus on fiduciary client service, leveraging advanced financial planning knowledge and relationship skills to diagnose...
$24.81 per hour
...Crisis Intervention Specialist Sea Mar Community Health Centers,... ...their commitment to an excellent client experience by:... ...perception, and ability to adjust focus. Hourly - Hourly Plan, 24.... ...Holidays. We also offer 401(k)/Retirement options and an exciting opportunity...RetirementHourly payPermanent employmentFull timeLocal areaWeekend workAfternoon shift- ...professional careers. The Senior Financial Planner works closely with advisors to... ...deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining... ...plans, including tax planning,retirement planning, estate planning, investment...RetirementTemporary workWork at officeLocal areaFlexible hours
$23.88 per hour
...coordination of housing placement for clients with chronic conditions and... ...Teams, the Housing Placement Specialist will participate in daily... .... Coordination experience focused on people who have serious... ...Holidays. We also offer 401(k)/Retirement options and an exciting...RetirementHourly payWork at officeLocal area- ...Position:The Corporate Specialist position will report... ...Campbell Global and its client managed entities.... ...that environmental or financial risk management reporting... ...and wellness centers, a retirement savings plan, backup... ...finances to better define, focus and realize their...RetirementContract workLocal area
$50k
...Join a financial services firm where your contributions... .... With over 9 million clients and 20,000 financial... ...privately-owned, placing the focus on our clients rather... ...Jones offers a 401k retirement plan, and tax-... ...or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered...RetirementWork at officeWork from homeHome officeFlexible hours$21.68 - $26.5 per hour
...Job Title Client Relationship Consultants Job Description Location: 2541 SW Cherry... ...questions and learning about their financial needs, and banking channel preferences.... ...parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five...RetirementFull timeTemporary workLocal area- ...Greater Oregon is seeking motivated professionals to build a financial practice, protect clients with insurance and financial strategies, and develop... ..., with opportunities for advancement and a strong retirement program. #J-18808-Ljbffr New York Life - Greater OregonRetirementRemote jobWork from homeFlexible hours
- JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success... ...and inclusion, you will educate clients on investment management and deliver tailored... ...include comprehensive healthcare and retirement plans. #J-18808-Ljbffr JPMorganChaseRetirement
- 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
- ...Development Program - Financial Advisor: Oregon & SW Washington... ...planning for retirement, education, legacy, and... ...and Wealth Management Client Associates help... ...driven, resilient, results focused and effective. The... ...appropriate internal specialists, and executing highly...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift
$41.71k - $69k
...advice and guidance regarding financial solutions that are in the... ...small business solutions).Offers clients advice and guidance on... ...personal customer experience.A focus on results and the ability to... ...accident and life insurance, and retirement savings plans.About UsAt BMO...RetirementContract workPart timeLocal areaImmediate startDay shift- ...dedicated and caring Housing Specialist to support families experiencing... ...family members), a 401(k) retirement plan with a 6% match, paid vacation... ...don’t let your team or your clients down by being late. You know... ...service agencies, with a focus on low-income and BIPOC communities...RetirementHourly payPermanent employmentWork experience placementLocal areaFlexible hours
$80k - $200k
...At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover... ...plans, including retirement, insurance, investments... ...support including network of specialists, paid training, and... ..., sustainable, client-focused growth by building...RetirementFull timeWork experience placementInternshipWork at officeRelocation$26.57 per hour
...peripheral vision, depth perception, and the ability to adjust focus. Work Environment The work environment is usually quiet to moderate... ..., Life, Accidental Death & Dismemberment insurance. 403(b) Retirement plan with company match up to 3% of employee contribution. Flexible...RetirementHourly payWork at officeFlexible hours$65k - $67k
...Veterinary Clinic Relations Specialist located in the Portland, OR area... ...Lap of Love’s services. The focus is to educate and gain trust... ...confidentiality of all patient, client, and business information... ...Dental and Vision Plans Retirement Plan (Traditional 401k with 3...RetirementFull timeTemporary workRemote workWeekend workAfternoon shift$70k - $80k
...common purpose to help make financial lives better through the... ...and delivering for our clients, teammates, communities and... ...as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)... ...Branding Customer and Client Focus Oral Communications...RetirementTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$19.47 - $20.85 per hour
...Resource Center Specialist – The Humane Society for Southwest Washington... ..., and resources. Assist clients with a wide range of needs,... ...eligibility, income self‑attestation, financial assistance options, and... ...Matching percentage 401(k) retirement plan beginning the first...RetirementHourly payFull timeWeekend workAfternoon shift$18.37 - $19.41 per hour
...Hour Major Duties The Admissions Specialist position works under the supervision... ...assistance and support to clients seeking treatment placement. This... ...employees may also enroll in our 401(k) retirement plan, helping support long-term financial wellness. Beyond benefits...RetirementHourly payFull timeTemporary workPart timeImmediate start$22.73 - $30.15 per hour
...Employment Specialist I The Employment Specialist I... ...responsible for supporting clients in all areas of their... .... This position focuses primarily on supporting... ...monitor services obtained, financial supports, and... ...repayment options, and retirement savings matching plans...RetirementContract workTemporary workImmediate startMonday to FridayShift workWeekend workAfternoon shift$19.47 - $20.85 per hour
...a full-time Resource Center Specialist (FLSA nonexempt). The role serves... ...on established workflows. Client Support & Problem Solving:... ...; explain eligibility, financial assistance options, and program... ...month following hire) 401(k) retirement plan with employer match and...RetirementHourly payFull timeWeekend workAfternoon shift- ...business and help clients prepare for life’... ...with the right financial services and insurance... ...and family-focused culture that values... ...Asset Management Specialist (AAMS) Chartered... ...Certified Financial Planner (CFP) Chartered... ...Investment management, retirement, trust, and...RetirementContract workFor contractorsWork at officeFlexible hours
- JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for an affluent... ...acquiring new clients, soliciting referrals, and partnering with specialists to connect clients with experts, while adhering to bank...
- Bank of America in Vancouver, WA is seeking a front-line client service professional who will engage clients in the lobby, educate on... ...efficiently. You will develop deep conversations to understand financial priorities and connect clients to banking solutions, while adhering...
- JPMorgan Chase in the United States (Branch Banking) seeks a Private Client Banker to serve affluent clients and manage the full banking... ...products and services. In this role you will collaborate with specialists to connect clients with mortgage bankers, advisory services,...
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