Financial Wellness Advisor
Key Bank
KeyBank is looking for a Personal Banker in Happy Valley, Oregon, to engage clients in meaningful conversations about their financial wellness. The role emphasizes relationship building and enhancing client trust by providing tailored financial solutions. Key responsibilities include opening accounts, providing financial recommendations, and ensuring compliance with banking policies. A strong emphasis is placed on teamwork, effective communication, and achieving sales goals while fostering a client-first approach. #J-18808-Ljbffr
- AO Garcia Agency in Gresham, Oregon, is looking for a passionate individual for a flexible role focused on securing families’ financial well-being. Responsibilities include conducting virtual consultations, assessing client needs, and cultivating relationships. Candidates...SuggestedRemote jobWeekly payWork from homeFlexible hours
- ...professional life seamlessly while advancing your career. In this role, you will assume a vital position in securing families' financial well-being. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting...SuggestedRemote jobWeekly payWork from homeFlexible hours
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...SuggestedImmediate start
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon... ...our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$90k - $110k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...in Oregon is looking for a Financial Advisor working as part of an advisory team to... ...make life and work meaningful: health and wellness, financial well-being, professional development...SuggestedFull timeTemporary workWork at officeFlexible hours$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...Work at officeImmediate startShift workDay shift- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...Temporary workShift workDay shift
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...and disability insurance for added peace of mind ~ Employee wellness programs and mental health resources ~ Career growth opportunities...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...the firm and regulatory authorities, as well as required training to maintain registrations...Work at officeWork from homeHome officeFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver... ...resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- The Health and Wellbeing Coach provides personalised support to individuals to empower them take control of their own health and wellbeing with a focus on lifestyle behaviour change, inclusive but not limited to the core areas of: Healthy Eating and Nutrition ...Contract workFor subcontractorWork at officeLocal areaRemote workFlexible hoursDay shiftAfternoon shift
- ...Management & Deposit Sales Officer Immediate opening for a cash management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management and deposit business for the bank by following up on sales...Immediate start
$80k - $130k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor -...Work at officeWork from home- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities...
$20.67 - $31.25 per hour
...Clackamas, Oregon 97015 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part...Hourly payWork experience placementDay shift- A leading financial services firm is seeking Financial Advisors to help clients through personalized financial planning. This role involves building a client base, presenting financial solutions, and taking ownership of your business. Candidates should have a strong sales...
- ...Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~... ...numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental Office environment...Minimum wageWork at officeLocal areaMonday to Friday
- Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial...Full timeInternshipWork at office
- Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
$61k - $200k
Join Northwestern Mutual in Portland, OR as a Financial Advisor. You'll help clients achieve their financial goals through personalized planning, while benefiting from award-winning training, entrepreneurial opportunities, and a performance-based compensation structure....Flexible hours$23 - $25 per hour
Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor , you’ll be the friendly guide that students and their families rely on to make sense of...Hourly payImmediate startFlexible hours$150k
Experienced Financial Advisor Independence & Growth Opportunity Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of...Traineeship- Northwestern Mutual in Portland, Oregon is seeking a full-time Financial Advisor dedicated to helping clients achieve their financial goals. This role involves developing comprehensive financial plans that encompass retirement and investment solutions, while fostering satisfying...Full time
$29.39 - $44.09 per hour
...differential for those employees who can support our members' financial needs effectively in a second language; subject to verification... ...speaking to member groups on the general subject of financial well-being. Determines the extent of present coverage or investments...Hourly pay16 hoursFull timeImmediate startRemote work$80k - $200k
A financial services company in Portland seeks ambitious professionals to become Financial Advisors. This is a full-time, in-person position offering a unique opportunity to launch your career with strong mentorship and uncapped income potential reaching between $80,000...Full time- Raymond James Financial Services, Inc. Financial Advisor OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading broker/dealers in the country. Together we have a commitment to provide an exceptional client experience...Temporary workLocal area
$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-... ...offices in California (Brea, Davis, Irvine, and Los Angeles), as well as outside California, and we are looking to expand to other...- ...located in Portland, Oregon, is seeking motivated individuals for financial advisor roles. This position emphasizes building long-term client... ...with clients to help them grow and protect their financial well-being and enjoy a fulfilling career with generous benefits and...
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