Financial Investment Consultant
AlphaX
Overview We are looking for a seasoned Financial Investment Consultant to join our independent advisory firm in Gresham, OR. This full-time position offers performance-based incentives for professionals managing $10 million or more in client assets. The ideal candidate will have at least 5 years of experience in wealth management, investment consulting, or financial advisory, hold an active Series 7 license, and be ready to provide strategic portfolio management and financial planning for individuals and families throughout Gresham. Responsibilities Oversee and grow a portfolio of clients with $10M+ under management in Gresham, OR. Design and implement personalized financial strategies aligned with retirement, tax, and wealth preservation goals. Conduct ongoing portfolio reviews, adjusting allocations based on market trends and client objectives. Maintain regular, proactive communication with clients through meetings, calls, and performance updates. Ensure compliance with FINRA, SEC, and state regulatory standards. Leverage firm resources and marketing support to expand client relationships across Gresham. Collaborate with internal teams to ensure accurate account servicing and documentation. Requirements Minimum 5 years' experience as a Financial Advisor, Investment Consultant, or Wealth Manager. Series 7 licensed; additional Series 63/65/66 licenses are a plus. Proven history managing $10M+ in client assets. Familiarity with Registered Investment Advisor (RIA) platforms preferred. Deep understanding of portfolio construction, asset allocation, and financial planning strategies. Strong ability to cultivate and maintain long-term client relationships. Self-driven with excellent business development and client acquisition skills. Exceptional analytical, communication, and interpersonal capabilities. Benefits Full health coverage Option to purchase company shares Annual marketing budget to support business growth Simple IRA retirement plan Flexible benefits tailored to experience and personal goals Apply directly to be considered for immediate review. #J-18808-Ljbffr AlphaX
- We are seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, OR . The ideal professional will have 5+ years of experience in wealth management, investment consulting, or financial advisory, and hold active Series...SuggestedImmediate startFlexible hours
$80k - $135k
...prospecting! Come join our firm as an Investment Counselor for a provided roster of high... ...have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use... ...work experience ~ A thoughtful consultative approach with an emphasis on client focus...SuggestedWork experience placementWork at officeWork from homeFisher Investments
Fairview, OR3 days ago$91.44k - $111.76k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...SuggestedFull timeWork experience placementLocal area$75.82k - $89.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...SuggestedFull timeWork experience placementLocal area$111.1k - $130.7k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...SuggestedFull timeLocal area$91.44k - $111.76k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workWork experience placementLocal areaU.S. Bank
Gresham, OR3 days ago$92.82k - $109.2k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...credit quality and minimize risk and potential losses. Acts as a consultant in the area of credit quality analysis and develops and...Full timeWork experience placementLocal area$98.28k - $120.12k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area- ...including those needed for quarterly disclosure requirements for financial reporting. Manage credit specifications on online trading... ...Communication and interpersonal skills including ability to consult with internal and external customers regarding matters/issues which...Full timeTemporary workLocal area
PacifiCorp
Boring, OR16 hours ago $25.63 - $34.18 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workWork experience placementLocal area3 days per weekU.S. Bank
Gresham, OR4 days ago- 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... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management...
$92.82k - $109.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementWork at officeLocal areaShift work3 days per week- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeShift workWeekend workDay shift
Bank of America
Gresham, OR2 days ago - 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... ...objectives, leveraging your expertise in investment opportunities, retirement planning, and...
$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...with clients, including tele-consulting, outside calling, prospecting, and networking... ...significant influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payWork experience placementDay shiftKey Bank
Gresham, OR1 day ago$105.4k - $124k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementWork at officeLocal area3 days per week$116k - $229.1k
...cloud-based ERP applications like Workday Financials and Infor. We're here to help transform... ...you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify... ..., as well as through our own investments, commitments, and actions across areas...Local area- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products...Full timeTemporary workWork at officeImmediate startShift workDay shift
$82.6k - $162.8k
...as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design... ...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on...Local areaVisa sponsorship- ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing... ...acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while...Full time
$110.7k - $218.3k
...their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients... ...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...their next stage of growth. We’re just as invested in our own team’s growth, with hands-on...Local areaVisa sponsorship- ...guided by a common purpose to help make financial lives better through the power of every... ...Bank of America’s core banking, investment solutions and approach to client care.... ...business knowledge by using a defined consultative approach with clients to systematically...Full timeWork at officeImmediate startShift workDay shift
$90.23k
...part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and... ...the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial...Work experience placementH1bCDM Smith
Gresham, OR2 days ago- A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The...Full time
$131.75k - $192.5k
...a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational...Full timeLocal areaRemote work$131.75k - $192.5k
...a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational...Full timeLocal areaRemote work$160.7k - $365.24k
The Employee Benefits (EB) Consulting Practice offers excellent retirement, health, compensation, and investment consulting services to our clients. Health Consulting Actuaries... ...consulting, healthcare, life insurance and financial services, and property and casualty...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$50k
...Institutional Strategic Financial Advisor Provides strategic and analytical assessments on enterprise level joint ventures, reorganizations... ..., and mission-level budget targets. Strategic Financial Consultant – Clinical Contracts Financial Expert for Institution wide...Full timeContract workTemporary workPart timeBank staffLocal areaRemote workMonday to FridayCS.Financial Planning & Analysis
Portland, OR1 day ago$215k - $290k
Davis Wright Tremaine LLP is seeking a midlevel associate to join our Corporate practice with a focus on mid-market mergers and acquisitionsin our Seattle, San Francisco, or Portland offices. This associate will work closely with partners across the corporate group to support...Full timeLocal areaFlexible hours$168k - $240k
...industriesAbout UsSlalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all... ...thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays,...Temporary workWork at officeLocal areaImmediate start
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