Wealth Advisor & Financial Strategy Consultant
WealthBridge Financial Group
WealthBridge Financial Group in Gresham is looking for a results-oriented Financial Consultant to join their team. You will provide clients with tailored advice and strategies to meet their financial objectives, leveraging your expertise in investment opportunities, retirement planning, and wealth management. The position includes strong collaboration with industry experts and access to advanced financial tools. Preferred candidates will have a Bachelor's degree in finance or accounting and experience in financial consulting. Health coverage and a 401(k) plan are part of the benefits. #J-18808-Ljbffr WealthBridge Financial Group
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join their team in Gresham, Oregon. This position involves engaging with clients to... ...opportunities, retirement planning, and wealth management. The ideal candidate will have a Bachelor...Suggested
- U.S. Bank is seeking a developmental Financial Advisor at the Associate level to learn under a senior advisor and help clients achieve their financial goals. You will consult with existing and prospective customers to determine objectives and current financial positions...Suggested
$80k - $105k
...clients reach their long-term financial goals? We are looking to... ...your way up to our Premier Wealth Management team where you will... ...them on our top-down portfolio strategy, their investments and... ...you start) ~ A thoughtful consultative approach with an emphasis on...SuggestedWork at officeWork from home$90k - $140k
...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... ...clients on our top-down portfolio strategy, their investments, important market events... ...~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus...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... ...client relationships calling on your experience in wealth management and financial planning. This role requires...Suggested
$60k - $125k
...Wealth Advisor- Portland/Lake Oswego Welcome to Carson Wealth. Where integrity meets expertise... ...support and guidance on their financial journeys. As a company, we are very... ...Understand Bucketing, Investment and Tax Strategies utilized Demonstrate exceptional active...Temporary workWork at officeFlexible hours- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry... ...knowledge by using a defined consultative approach to identify client needs and... ...presentations with confidence, and recommend strategies to help clients achieve their...Work at officeImmediate startMonday to FridayShift workDay shift
$119.77k - $140.9k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placementLocal area3 days per week$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help... ...of Tax Planning, Financial Planning, and investment Management... ...Ability to integrate financial strategies and investments for clients... ...non-attest tax and consulting services, and Aprio, LLP providing...Full timeWork at officeLocal areaRemote workFlexible hours$119.77k - $140.9k
...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placement3 days per week$74k - $84k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role... ...through active participation in the financial planning process.... ...include creating and implementing strategies in retirement, risk management, tax...Work at officeLocal areaRemote work2 days per week- ...About the Company Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with... ...hiring an experienced Associate Advisor to serve as the primary relationship... ...as needed Translate planning strategies into clear, actionable next steps...Full timeWork at office
$85k - $145k
...Job Summary The Wealth Advisor focuses on deepening relationships with an established base of... ...experts to help clients achieve their financial goals. Unlike other firms, Mercer has a... ...may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (...Temporary workWork at officeLocal areaRemote workMonday to Friday$68.64k - $80k
...LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial... ...Branches. Responsibilities Utilizing a consultative, holistic approach, sales process,...Work at officeLocal area$80k - $135k
...to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance... ...them on our top-down portfolio strategy, their investments and important market... ...equivalent work experience ~ A thoughtful consultative approach with an emphasis on client...Work experience placementWork at officeWork from home- Ernst & Young Oman is seeking a senior role within our Consulting practice to assist life sciences clients. You will lead engagements, focusing on business transformation and commercial excellence while working with pharma and biotech sectors. The ideal candidate has significant...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment... ...Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow...
$87.4k - $123.4k
...the idea that transforming financial lives starts by giving our... ...Empower Yourself. The Private Wealth Advisor will be an essential member... ..., and review investment strategies that align with clients' risk... ...effective client consultations - always composed, professional...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- A leading financial services firm is seeking a Private Client Advisor to provide financial planning and advice to clients in Oregon. In this role, you will support clients through personalized investment solutions and build lasting relationships while promoting a culture...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. You will work in a financial center delivering core banking and investment solutions while building client relationships...Work at office
- ...increase customer relationships Cross-sell other bank services to customers, i.e., retail deposits, merchant services, cash management, wealth management services, insurance services, etc. Participate in professional associations and represent the bank with community...
- JPMorganChase is looking for a Financial Advisor in Portland, Oregon. You will build client relationships and deliver investment solutions while fostering a culture of diversity. Candidates should have at least 2 years of experience in a similar role, hold necessary licenses...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...them with tailored advice and strategies that align with their goals.... ..., retirement planning, and wealth management strategies. As a Financial...
- ...Retirement in Portland is hiring a Private Wealth Advisor to provide high-touch, personalized... ...relationships and deliver comprehensive financial planning services. The ideal candidate... ...strong knowledge of wealth management strategies, and excellent communication skills. A...
- LPL Financial is seeking a Wealth Advisor to provide tailored financial solutions to clients at their local bank branch in Portland, OR. This role requires strong investment sales experience, a high school diploma, and relevant licenses. The advisor will build strong partnerships...Local area
- 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...
- TIAA in Portland, Oregon seeks a Wealth Management Advisor to develop a high-quality practice by managing and deepening relationships with... .... You will act as fiduciary, delivering tailored financial strategies and guiding clients into retirement. Responsibilities include...
- JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions. With a commitment to diversity and inclusion, you will educate clients on investment management and deliver tailored advice. The...
- U.S. Bank in Oregon seeks a senior wealth management leader to retain and grow medium to large high net worth client relationships. You will convene a team of Banking, Trust and Investment professionals around each client to meet and exceed complex wealth-management needs...3 days per week
- A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves... ...Investment professionals and requires extensive experience in wealth management. Candidates should possess strong relationship management...
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