Financial Services Professional
$50k - $80kBankers Life
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Base pay range: $50,000.00/yr - $80,000.00/yr As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award-winning training — Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in‑office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Seniority level: Entry level Employment type: Full‑time Job function: Finance, Sales, and Customer Service Industries: Insurance, Investment Management, and Financial Services Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr
- ...Job Description - Financial Services Professional - OR, Portland (5261) (260000G1) Financial Services Professional - OR, Portland (5261) ( 260000G1 ) Primary Location UNITED STATES-OR-Portland Organization Equitable Advisors is dedicated to making a positive impact in...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Portland, OR3 days ago - ...Sales Professionals Wanted – No Capped Income | Warm Leads | 100% Remote Available If youre driven, coachable, and ready to take... ...this could be the opportunity youve been looking for. The financial services industry is experiencing unprecedented demand. Millions of...SuggestedRemote workFlexible hours
The Bill Lampe Group Inc.
Portland, OR17 hours ago - ...Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals...SuggestedWork at office
- About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global Financial...SuggestedRemote jobHourly payFull timePart timeFor contractorsImmediate start
- A leading financial services staffing company is hiring Entry-Level Financial Professionals. This remote/hybrid role focuses on building client relationships and providing financial education. Candidates should be hardworking and willing to start a training program. The...SuggestedRemote jobFlexible hours
$68k - $88k
...play an essential role in supporting the financial operations that keep Central City... ...nonprofit agency providing comprehensive services to single adults and families in the Portland... ...efficiency. Provide quality, professional customer service to all internal and external...Full timeTemporary workWork at officeImmediate startMonday to FridayShift workCentral City Concern
Portland, ORmore than 2 months ago$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Work at officeLocal areaMonday to FridayIntuit
Portland, OR1 day ago- ...About The Role This position serves as an essential accounting professional for a government entity. Reporting to Financial Services management, the Accountant handles district-wide bookkeeping, financial data analysis, and accounting operations across various funds, including...Full timeWork at office
CFS
Fairview, OR23 hours ago $75k - $150k
...and Agreements, Regulatory Environment - Financial ServicesPreferred Skills -Experience in... ...staff in the development of their professional skills.PNC Employees take pride in our... ...s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo...Full timeTemporary workPart timeWork experience placementWork at officeThe PNC Financial Services Group
Portland, OR3 days ago$100.1k - $202.8k
...client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.Manages risk/return and drives quality for new and/or existing clients. Actively identifies...Full timeTemporary workPart timeWork experience placementWork at officeThe PNC Financial Services Group
Portland, OR2 days ago- ...Technology, Supply Chain, and beyond. Finance professionals at Nike operate as trusted thought... ...rigorous data analysis, advanced financial modeling, and sharp business judgment to... ...finance, investment banking, financial services, management consulting, corporate development...Rotational programFull timeWork experience placementSummer workCasual workInternshipSummer internshipRelocation package
Nike
Beaverton, OR-26 $91.1k - $179.5k
...Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on... ...and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility...Local areaDeloitte
Portland, OR14 hours ago- ...our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment... ...degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement...Full timeLocal area
Fidelity Investments
Portland, OR2 days ago - ...Volvo heavy-duty trucks and all makes of used trucks. Our full-service line-up also features quality parts, state-of-the-art service,... ...senior finance leader at TEC Equipment, reporting to the Chief Financial Officer and based at the Portland Oregon Corporate Headquarters...Full timeShift workDay shift
TEC Equipment
Portland, OR1 day ago $60k - $110k
...About the Role: A corporate financial analyst II is responsible for management and financial reporting, analysis of business trends... ...reports for business unit managers and the financial services department providing insight into performance and performance...Columbia Banking System, Inc.
Lake Oswego, OR4 days ago$78.4k - $107.9k
...Financial Analyst, Customer Retention Maximize Customer Value and Drive SaaS Growth as our Next Financial Analyst, Customer Retention... ...and Deflection Rates. Evaluate the financial impact of self-service automation and deflection strategies on Customer Lifetime Value...Full timeWork at officeLocal areaWorldwideTrimble AgileAssets
Lake Oswego, OR1 day ago- ...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Part timeLocal area
Intuit
Vancouver, WA6 days ago - ...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Part timeWork at officeLocal area
Intuit
Vancouver, WA6 days ago $80k - $135k
...join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments... ..., you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use...Work experience placementWork at officeWork from homeFisher Investments
Happy Valley, OR1 day 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... ...order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification...Temporary workWork experience placement$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1532 NE 181st Avenue - Portland, Oregon 97230... ...FWA's split their time between client servicing and transaction support (70% of time),... ...we can have on their day, personally, professionally, and financially. Accepts and accurately...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Portland, OR3 days ago$22.44 - $34.33 per hour
...Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in... ...your family in staying well, growing professionally, and achieving financial security. We... ...and a full range of health and social services across Alaska, California, Montana, New...Minimum wageFull timeWork at officeLocal areaShift workDay shiftProvidence Service
Portland, OR3 days ago- ...MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance... ...Oregon is looking for local, early to mid-career professionals to join our offices around Oregon. We are searching for individuals...Local area
MassMutual Oregon
Lake Oswego, OR4 days ago - ...Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to day operations of Financial... ...regarding financial aid and student financial services Demonstrate commitment to a Christian liberal arts...Casual workLive inWork at office
Warner Pacific College
Portland, OR1 day ago $72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based... ...and judgment when working with clients, professionally handling sensitive information with discretion Ability...Work at officeImmediate startDigital FCU
Beaverton, OR2 days ago$80k - $105k
...in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of... ...prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments...Work at officeWork from homeFisher Investments
Vancouver, WA2 days ago- ...operations, including month-end close, financial reporting, financial risk management, ad... .... Provide responsive, collaborative service to team members and departments across... .../or senior level management. Financial/professional service industry experience preferred....Local areaFlexible hours
Unitus Community Credit Union
Tigard, OR16 hours ago - ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville... ...Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Bilingual Mandarin Preferred...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Gresham, OR1 day ago $120k - $165k
...River in Vancouver, WA. Job Summary The Financial Advisor serves as the primary... ...coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice... ...through Collaborate with the Portfolio Services team to implement investment and planning...Work at officeLocal areaMartel Wealth Advisors Inc
Vancouver, WA2 days ago$150k - $250k
...advice at the intersection of Tax Planning, Financial Planning, and investment Management.... ...to clients. Dynamic and credible professional who communicates with clarity and has exceptional... ...of financial markets, products, and services. ~ Ability to juggle multiple...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Portland, OR4 days ago
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