Financial Consultant 2 or 3
$98.45k - $140.3kNW Natural
Posting # 5635 About Us NW Natural Water owns and operates water and wastewater utilities in communities throughout Texas, Arizona, California, Idaho, Oregon, and Washington. Since 2018, we have acquired more than 30 utilities and today serve more than 190,000 people via 76,000 connections. Our parent company, NW Natural Holding Company (NYSE: NWN) (NW Natural Holdings), is headquartered in Portland, Oregon and has been doing business for over 165 years. The company operates through NW Natural Gas Company (NW Natural), SiEnergy Operating (SiEnergy), NW Natural Water Company (NW Natural Water), NW Natural Renewables Holdings (NW Natural Renewables), and other business interests, serving a combined population of over 2.6 million people. Role Leads and supports the development and management of financial forecasting, budgeting, and planning studies, financial analysis, and process improvement. Day to Day Leads the development and preparation of financial plans and forecasts of revenue, income statements, balance sheets, cash flow statements and financial ratios, including scenario analysis as required. Help manage the development and maintenance of operating budgets, including variance analysis. Leads the development and implementation of financial forecast models, and supports long-term forecast process and scenario planning. Develops reports and queries using various reporting tools to support the more efficient operation of the business. Provides regulatory and investor relations support, including cost of service calculations. Performs financial modeling and analysis including PVRR (Cost of Service), IRR, NPV, ROI, and ROE to optimize cash flows, evaluate customer rate impact, assess shareholder returns, and support capital project selection. Performance financial modeling and analysis to support business development activity, including contract negotiations, evaluation of acquisitions, and greenfield development planning. Proactively identifies problems and risks; actively seeks resolution of known problems; communicates and escalates as needed. Provides specialized guidance, advice and counsel to management on highly visible or company-wide strategic initiatives. Conducts studies and analysis, develops alternatives, presents recommendations and influences management decisions. Performs complex assignments requiring analysis, judgement, and evaluation, which may lack precedent and require creativity. Establishes and maintains productive business partnerships across the organization. Supports Company’s commitment to a culture of safe work practices. Qualifications Bachelor’s degree in finance, economics, accounting, or a related business field or have equivalent business experience. CPA, MBA or CFA is desirable. Minimum of five years of financial analysis experience for a level 2. Additional years’ experience required for a level 3. Strong analytical and critical thinking skills with demonstrated understanding of financial analysis concepts and financial planning techniques. Understanding of regulated utility economics, including revenue requirement and rate base development. Financial modeling skills and experience using Microsoft Excel. Other software such as UI Planner software is preferred. Research and analysis skills including ability to obtain relevant data, evaluate complex situations, and influence outcomes. Experience working with financial statements and experience building and utilizing financial models; experience utilizing AI to streamline data collection and data integration preferred. Experience with SAP or other integrated financial systems preferred. Excellent verbal and written communication skills, including the preparation of documents and presentations for varied audiences. Proven ability to work independently with minimal supervision while exhibiting sound business judgment. Capable of meeting tight schedules and demanding targets while delivering high‑quality output; effective at managing competing priorities and reconciling divergent expectations. Proven ability to develop and maintain a high degree of credibility and trust across the organization. Proven ability to develop innovative and resourceful solutions to complex issues and new projects. The position will be filled at the level that commensurate with the successful candidate’s skills and experience. What we offer Health & Wellness Rich health insurance benefits with competitive employer contribution. Free access to an online wellness resources platform. Work Life Balance 80 Hours of Sick Time. 13 paid holidays. 3 weeks paid parental leave. Competitive 401(k) company contribution and match. 15% discount on NW Natural stock through Employee Stock Purchase Program. Up to $5,250 a year in tuition reimbursement. Base salary range: $98,450.00-$140,300.00 (Level 2) or $110,250.00 – $157,100.00 (Level 3) per year, depending on qualifications. E-Verify Information NW Natural participates in E-Verify. Individuals hired will have their Form I-9 information submitted to E-Verify. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. NW Natural Water is proud to be an equal opportunity employer. We welcome and embrace our candidates’ diversity and take affirmative action to employ and advance individuals without discrimination on the basis of race, color, sex, gender identity or expression, sexual orientation, religion, age, physical or mental disability, veteran status, pregnancy (including childbirth or related medical conditions), national origin, marital status, genetic information, and all other legally protected characteristics. We forbid discrimination and harassment in the workplace based on any protected status or characteristic. A criminal history is not an automatic bar to employment with NW Natural Water. Instead, we make individualized assessments regarding qualifications and backgrounds. NW Natural Water is also committed to providing reasonable accommodations for individuals with disabilities, individuals with sincerely held religious beliefs, and disabled veterans in our job application procedures. If you need assistance or an accommodation as part of the application process, please contact us at View email address on click.appcast.io. #J-18808-Ljbffr NW Natural
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...average for representatives in the first 3 years) Top 25% advisor annual earnings... ...was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2...SuggestedFull timeContract workFor contractorsWork at office$40 - $45 per hour
...seeking a highly skilled and detail-oriented Financial Accounting Analyst II for our client in... ...Portland, OR! Financial Accounting Analyst 2 Remote (Local to Portland, OR required... ...equipment pickup) Schedule: 7:00 AM - 3:30 PM Pay: $40-45/hr Education...SuggestedLocal areaRemote work$29.39 - $44.09 per hour
...$29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject... ...and Insurance License. A minimum of three (3) years experience in direct sales in the...SuggestedHourly pay16 hoursFull timeImmediate startRemote work$23 - $25 per hour
Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact... ...; some college coursework preferred Experience: 3 years in customer service or sales; 2 years in Financial Aid preferred Title IV: experience...SuggestedHourly payImmediate startFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program... ...Independent Contractors whose income is based on production. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours$193k - $280k
...LLP is seeking a debt finance associate with 3-5 years of experience to join its... ...finance transactions with both traditional financial institutions and private credit entities; sponsor... ...hours and an "all-in" hours expectation of 2,150. The billable hours expectation includes...Work at office$117.22k - $133.2k
...to $159,840. Employees are eligible for an additional $2.00 per hour bilingual differential. Job Overview... ...credit union offerings. Conduct loan interviews and consultations, reviewing applications and financial documentation in collaboration with the Credit Analyst...Hourly pay16 hoursFull timeWork at officeLocal areaRemote workMonday to Friday- ...management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash... ...deposit business for the bank. Requirements: Minimum 2-3 years cash management sales experience Bachelor's degree...Immediate start
$80k - $200k
...MUTUAL At Northwestern Mutual Financial Advisors strive to understand... ...Portland, OR $130,000.00-$160,000.00 3 days ago Portland, Oregon... ...Wealth Management Investment Consultant, Advisory Services Gresham, OR... ...Lake Oswego, OR $1,000.00-$2,000.00 1 month ago Financial...Full timeWork experience placementInternshipWork at officeRelocation$70k - $93.5k
...professional careers. Summary The Financial Planning Associate works closely... ...between $1 million and $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager... ...Holidays + 2 floating holidays 3 Weeks PTO Paid Volunteer Time...Temporary workWork at officeFlexible hours$85k - $105k
...client relationships through active participation in the financial planning process. Responsibilities include creating and... ...members the flexibility to work a hybrid schedule: 3 days in office per week and up to 2 remote days, or as assigned by the team leader. Primary...Work at officeLocal areaRemote work3 days per week$58.44k
...the full breadth of personal financial counseling services to military... ...limited to, one‑on‑one counseling, consultation with a commander or with... ...lieu of a bachelor's degree. 3+ years of financial counseling... ...a favorably adjudicated Tier 2 investigation. Must be able...Contract workTemporary workWork experience placementWork at office$85k - $105k
Focus Financial Partners in Lake Oswego is looking for an Associate Wealth Advisor to join their team. This role involves developing... ...Advisors. The position offers a hybrid work schedule with 3 days in-office and up to 2 remote days. The ideal candidate should have at least 2...Work at officeRemote work$64.2k - $116.4k
...independently owns and manages engagement level financial and operational activities throughout the... ..., or legal) to perform this position. 3+ years of relevant experience Ideally, you... ...please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select...Contract workWork experience placementSummer holidayWork at officeFlexible hours$85k - $105k
...relationships through active participation in the financial planning process. Responsibilities include... ...schedule. Our hybrid model is defined as 3 days in office work required per week,... ...giving team members the option to work remotely 2 days per week, or as assigned by their...Work at officeLocal areaRemote work2 days per week$80k - $130k
...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... ...s degree or equivalent work experience * 2+ years of experience in asset management... ...provide unparalleled service * A thoughtful consultative approach with an emphasis on client focus...Work experience placementWork at officeWork from home$80k - $130k
...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... ...s degree or equivalent work experience * 2+ years of experience in asset management... ...provide unparalleled service * A thoughtful consultative approach with an emphasis on client focus...Work experience placementWork at officeWork from home$80k - $105k
...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing... ...other technologies What You Bring to the Team Minimum of 3 years of experience in financial planning Bachelor's degree...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
$90k - $110k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that... ...service) ~12 paid holidays each year (10 pre-determined and 2 floating days) ~ Paid parental leave and paid caregiver...Full timeTemporary workWork at officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and...Work at officeWork from homeHome officeFlexible hours$20 - $26 per hour
...journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through... ...Education & Experience: ~ High school diploma required. ~1–3 years of experience in a patient-facing front desk, insurance verification...Hourly payFull timeRemote workMonday to Friday- ...reports for management. Work with Corporate Financial Services and Financial Analysts to research... ..., finance, business or related field. 2. Experience: Three to four years of relevant... ...education and/or relevant experience. 3. Professional certification required: None...Work experience placementWork at office
- Community Engagement Liaison - Public Affairs Specialist 2 Now Hiring, Apply Today! Community Engagement Liaison (Public Affairs Specialist... ..., disability, FSA, and more Generous Paid Time Off: 11 holidays, 3 personal business days, monthly sick leave and vacation leave that...Permanent employmentFull timeTemporary workWork experience placementLive inWork at officeImmediate startFlexible hours
$86.2k - $107.7k
...with buyer prospects to provide financial guidance, expertise and... ...training with PulteGroup sales consultants.* Develop partnership with centralized... ...’s degree preferred.* Minimum 3-5 years previous related... ...mortgage lending is preferred.* 1 - 2 years successful sales and/or...Contract workWork at officeFlexible hoursAfternoon shift- ...Financial Coordinator The Financial Coordinator is part of a team who handles the direct interaction with patients and their families... ...best people, we must empower them. Required Qualifications: ~3 years Experience in a Business Office, preferably in a financial...Work at officeLocal areaVisa sponsorship
- ## Financial Consultant- Beaverton, ORApplylocations: Portland, OR Metrotime type: Full timeposted on: Posted Yesterdayjob requisition id: 2128741## ## Job Description:## Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather...
- ...Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest,... ...the greater Portland Metropolitan area for 3+ years. Qualifications Bachelor's degree... ...Underwriter), ChFC® (Chartered Financial Consultant) and/or CFP® (CERTIFIED FINANCIAL PLANNER...Local area
$22.44 - $34.33 per hour
Description The Financial Coordinator is part of a team that handles direct interaction with patients and their families during difficult... ...PBO/RBO and the sponsoring hospital. Required Qualifications 3 years experience in a Business Office, preferably in a financial...Hourly payWork at officeLocal areaVisa sponsorshipShift work- ...insurers, brokers, legal counsel, and departments. Provide consultation, guidance, and support to departments on risk... ...Administration, Organizational Leadership). Three (3) years leading or supervising people. Two (2) years project management experience in a similar role...Work at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant 2 or 3. Be the first to apply!
- project finance associate Portland, OR
- financial planner Portland, OR
- financial planning associate Portland, OR
- financial advisor associate Portland, OR
- jde finance consultant Portland, OR
- financial advisor development program Portland, OR
- associate leveraged finance Portland, OR
- finance associate Portland, OR
- private wealth advisor Portland, OR
- financial planner cfp Portland, OR

