Senior Financial Planning Counselor
$85k - $130kEnergy Jobline ZR
Fisher Investments is looking for a Financial Planning Counselor in Gresham, Oregon, to help clients navigate their financial future. You will collaborate with Relationship Managers to provide expert financial planning education and support. This role demands strong communication skills and analytical expertise, with a salary range between $85,000 and $130,000, depending on experience. Benefits include paid medical coverage, a 401(k) match, and generous PTO. #J-18808-Ljbffr Energy Jobline ZR
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...passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing... ...with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The...Work at officeWork from home- Ernst & Young Oman is looking for a Senior in Technology Analysis to connect business needs with technical solutions. You will deliver business analysis, translate requirements into technical specifications, and collaborate with stakeholders to implement SAP solutions....Senior
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...is based on the idea that transforming financial lives starts by giving our people the freedom... ...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays... ...experience through client onboarding, financial planning, and investor education Provide...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves assisting financial advisors, developing customized asset allocation strategies, and managing client relationships. Ideal candidates should have industry experience and relevant...Senior
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...Includes employer contributions to HSA for High Deductible Health Plan participants Dental and Vision Coverage Flexible Spending... ...Reimbursement Employee Assistance Program (EAP) Pet Insurance Financial and Banking Services: Various banking services benefits and financial...SeniorFull timeTemporary workPart timeWork experience placementLocal areaWork visaFlexible hours$58.44k - $93.5k
...Magellan Health is seeking a dedicated Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families in Oregon. The ideal candidate will have a Bachelor's degree and a minimum of three years of financial...$58.44k - $93.5k
...military needs. Deliver full‑breadth personal financial counseling services to service members... ...members in establishing spending plans for extended absences. Develop and distribute... ...required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP)...Contract workTemporary work$71.4k - $84k
...education and advice for clients with investable assets between $25,000 and $250,000. You will analyze client needs, develop personalized financial relationships, and collaborate with internal partners to uncover investment opportunities. Qualifications include a bachelor's...- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
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- ...analytical skills, sales experience, and will work to develop lasting financial relationships. The position requires a bachelor's degree,... ...to manage multiple projects. Comprehensive benefits include healthcare, paid vacation, and a retirement plan. #J-18808-Ljbffr...
- Description The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult... ...financial insurance and payment information to assist them in planning and managing their account balances related to specific...Work at officeLocal areaVisa sponsorship
- ...guided by a common purpose to help make financial lives better through the power of every... ...investment goals, building a financial plan, and recommending brokerage products. Job... ...CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses...Temporary workWork at officeImmediate startMonday to Friday
- A Christian liberal arts university in Portland, Oregon seeks a Financial Aid Counselor to support daily operations of financial aid. Responsibilities include providing financial counseling to students and families, reviewing financial aid documents, managing accounts,...Work at office
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- Summary Description The Financial Aid Counselor provides professional and administrative duties in support of day-to-day operations of Financial... ...of outstanding account balances and student account payment plans Assist with the Loan Entrance and Exit Counseling processes...Casual workWork at office
- The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times... ...financial insurance and payment information to assist them in planning and managing their account balances related to specific services...Work at officeVisa sponsorship
$58.44k
...event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service... ...members in establishing a spending plan for extended absences. Develops and makes...Contract workTemporary workWork experience placementWork at office$120k - $140k
...ZGF is seeking an experienced Senior Financial Analyst to join our Portland team. The ideal candidate will play a pivotal role in financial planning, analysis, and decision support, directly contributing to the firm's financial health and strategic direction. As a...SeniorWork at office$98.18k - $115.5k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
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