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
- 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
- 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
$75k - $90k
...Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Senior Accountant...SuggestedContract workDext Capital
Lake Oswego, OR21 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
- ...Overview A rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals... ...added value. Job Description We are seeking a talented tax professional to join the firm's tax practice. As a Tax Manager, you will...SuggestedFull time
Protouch Staffing
Portland, OR3 days ago - ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...Part time
Chase
Beaverton, OR2 days ago $85k - $105k
...Senior Tax Associate to join our tax practice. This role is ideal for a tax professional who enjoys technical tax work, collaborative planning, and direct involvement in delivering high-quality service to clients. Key Responsibilities Provide initial tax preparationsupport,...Empirical Financial Services, LLC
Portland, OR1 day ago$70k - $75k
...Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance This is a fully remote position, and... ...to share your insights. Take advantage of a variety of professional development opportunities that help you perform your best work...Local areaRemote workWork from homeFlexible hoursSedgwick
Portland, OR21 hours ago$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...of a dedicated client practice team servicing Empower clients. In partnership with... ...client consultations - always composed, professional, and skilled at establishing trust and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Portland, OR4 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, OR2 days ago$145k - $175k
...growth and development for the Wealth, Financial Planning, and Financial Advisory aspects... ...accounts as well as financial planning services. This position will lead and coordinate... ...high quality client service in a professional, caring, and competent manner. Leads...Temporary workWork at officeRiverview Bank
Vancouver, WA1 day ago- ...Portfolio Manager Dext Capital is a national, innovative financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us...
Dext Capital
Portland, OR2 days ago $77k - $214k
...Up to 20% At PwC, our people in tax services focus on providing advice and guidance... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1bPwC
Portland, OR1 day ago- ...highly analytical, with a primary focus on financial modeling, investment underwriting, due... ...or buy-side role, within the financial services or the energy industry. Strong... ...immediate vesting ~ Continuing education and professional development ~ Cellphone reimbursement...Work experience placementWork at officeImmediate startFlexible hours
GridStor
Portland, OR1 day ago $87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...of a dedicated client practice team servicing Empower clients. In partnership with... ...consultations - always composed, professional, and skilled at establishing trust and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Portland, OR4 days ago$115k - $130k
...business opportunities. Responsibilities Take ownership for financial services engagements and delegate to various staff as necessary Act... ...develop new business opportunities through networking and professional organizations Serve as a catalyst for innovation by identifying...16 hoursFull timeFlexible hoursAldrich
Lake Oswego, OR2 days ago$160k - $200k
...Job Number: 32450 Salary: $160,000 – $200,000 DOE Industry: Financial Services Qualifications Bachelor’s degree in Finance or related field CFA required 5+ years of experience in a similar role Experience with Bloomberg, Morningstar, and Tamarac or similar systems Proficiency...Temporary workWork at officeBoly:Welch
Portland, OR2 days ago$74k - $84k
...enhance client relationships through active participation in the financial planning process. Focus provides team members the flexibility... ...and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with...Work at officeLocal areaRemote work2 days per weekFocus Partners Wealth
Vancouver, WA21 hours ago- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend,... ...makes referrals to appropriate internal service providers based on client needs and asset... ...or exceeded. • Achieved additional professional designations such as Certified Financial...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Portland, OR21 hours ago $85k - $110k
...Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are... ...Requirements You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions...Hourly pay16 hoursFull timeSeasonal workWork at officeLocal areaRemote workFlexible hoursAldrich
Lake Oswego, OR4 days ago- ...Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives... ...We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. Job Description...Local area
Pacific Capital Resource Group
Lake Oswego, OR21 hours ago $72k - $110k
...Overview The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals‑based... ...discretion and judgment when working with clients, professionally handling sensitive information with discretion...Work at officeImmediate startFirst Technology Federal Credit Union
Beaverton, OR4 days 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, OR3 days ago $102k - $140.25k
...to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability, inclusion and belonging. General Purpose Provides professional technical accounting and financial reporting services utilizing U.S. generally accepted accounting...Full timeTemporary workLocal areaPacifiCorp
Portland, OR4 days ago$90k - $130k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...plans and investment management services to over 80,000 households from our over... ...role to be performed; educational and professional experience, qualifications, skills and...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Lake Oswego, OR1 day ago- ...AO Garcia Agency is seeking dedicated individuals for a work-from-home position in financial services aimed at helping families. Candidates should possess strong communication skills, a genuine desire to help others, and the ability to work both independently and collaboratively...Remote workWork from home
AO Garcia Agency
Vancouver, WA1 day ago $15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to... ...America and Merrill. Achieve additional professional designations such as Certified... ...depth knowledge of investment products and services. Three years experience working in the...Work at officeImmediate startShift workDay shiftBank of America
Portland, OR2 days ago- ...next 5 years. The firm combines national reach with a client‑centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping...Work at officeLocal area
$45k - $100k
...the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors... ...financial advisor? An interest in financial services/markets and how they work Love of learning and challenges...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Portland, OR2 days ago- ...motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help you develop your business within the firm’s supported...Contract workFor contractorsFlexible hours
Mass Mutual NW
Vancouver, WA4 days ago
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