Senior Financial Advisor - Client-First, Fee-Based Planning (Portland)
Edelman Financial Engines, LLC
Edelman Financial Engines is seeking a Senior Financial Advisor to deliver objective, fee-based financial advice and asset management for clients in a fiduciary capacity.
You will work with a dedicated team, engage in ongoing advisor education, and use retirement planning tools to help clients achieve their financial goals. The role emphasizes client-first service and growing client relationships with responsible, transparent guidance.
#J-18808-Ljbffr- ...Edelman Financial Engines, LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a... ...values-driven culture in Portland, OR. You will lead... ...engagements, design financial plans, and present tailored...SeniorFull timePrivate practice
- ...TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong... .... Compensation includes a competitive base salary and the potential for commission and...Suggested
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided... ...deliver for our clients, teammates,... ...building a family, or planning for retirement. As... .... As a Senior FSA, you can look... ...put our clients first to meet their evolving... ...to be determined based on experience, education...SeniorWork at officeImmediate startShift workDay shift$85k - $145k
...Wealth Advisor (Portland, OR) The Wealth Advisor focuses... ...with an established base of clients and organically growing... ...clients achieve their financial goals. Unlike... ...knowledge of financial planning and investments and their... ...and outcomes first Required Knowledge...SuggestedTemporary workWork at officeRemote workMonday to Friday$75k - $85k
...Position Overview Financial Solutions Advisor – Bank of America Advisor Development... ..., and holistic financial planning. The role offers unlimited... ...financial advice and conduct client reviews and presentations with... ...,000.00, with compensation based on experience, education...SeniorImmediate startDay shift- ...Job Description The senior wealth advisor position at Mariner will lead... ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful... ...experience with fee-based consulting, tax, mutual funds...Senior
$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...you can help your clients achieve their goals... ...through financial planning. On your path to becoming... ...a performance‑based compensation... ...designed to support your first three years in the... ...course tuition fees and books....Full timeContract workFor contractorsWork at office$29.39 - $44.09 per hour
...This position is remote based out of Portland OR, and will be... ...support our members' financial needs effectively in... ...position provides financial planning services and... ...you’ll do: Approaches clients through a combination... ...except 401k start the first of the month following...Hourly pay16 hoursFull timeImmediate startRemote work- ...J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have...
$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team... ...the customer. Determines client needs and provides solutions... ..., joint appointments, fee-based sales, and financial planning... ...s expected target for the first year in this position. BMO...Part timeLocal area- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon... ..., Oregon; Portland, Oregon; Oregon City... ...deliver for our clients, teammates, communities... ...for office-based attendance and which... ...building a financial plan, and recommending... ...before your first day of work. This...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu,... ...Orlando, Florida; Portland, Oregon; Palo Alto... ...specializing in goals-based wealth management, including planning for retirement, education... ...Wealth Management Client Associates help... ...before your first day of work. This...Work at officeShift workDay shift
$120k - $300k
...Somewhere along the way, “financial advisor” started meaning “... ...conversation. Our Portland/Lake Oswego market... ...-through while planning, tax, estate,... ...you. What you get First-year total compensation... ...0 — a significant base salary plus a... ...market in person, client-facing. If you're...Full time- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington... ...Market Portland, Oregon;Eugene,... ...specializing in goals-based wealth management, including planning for retirement,... ...Management Client Associates help... ...process before your first day of work....Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...The Home Depot is seeking a Senior Principal Engineer to serve as the chief technical architect for the Mobile App Renovation Strategy... ...define a high-performance, modular mobile ecosystem leveraging AI-first software development and spearheading an AI Tiger Team across...SeniorFull time
- ...Senior Personalization Solution Architect – Full‑time position based in Portland, Oregon. About the opportunity We are hiring a Senior... ...behavioral, contextual, and first‑party data Experience... ...that supports your physical, financial, or emotional health Monthly...SeniorFull timeWork at officeLocal area
- ...Senior Client Advocate - Construction ~202602910 ~Dallas... ..., United States ~Portland, Oregon, United States... ...Provide strategic planning and consulting advice... ...negotiate, and deliver fee/compensation agreements... ...Compensation and Benefits Base salary range and...SeniorFull timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours
$10k - $49.99k
...Alternate titles: Financial Advisor Trainee Seattle Insurance... ...commission-based with no employer-provided... ..., retirement planning, and self‑... ...of history helping clients navigate life’s financial... ...15,000 yearly for first‑year new... ...Clear Associate → Senior Associate → Managing...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment... ..., a division of First Tech, partners with members... ...deliver personalized, goals-based financial advice across... ...business as part of a planned advisor transition, providing immediate client relationships alongside...Work at officeImmediate start- ...Purpose Provide extensive financial planning and analysis to support NAM Retail... ...representatives, peers, clients and customers Understanding... ...develop demand-driven and action-based reporting and analysis... ...location of this position is Portland, Oregon. Working language is...SeniorFull timeTemporary workWork at officeRemote workMonday to ThursdayFlexible hours
- ...Position Purpose As a Senior Principal Engineer, you will serve as the chief technical... ...orchestration, and can champion innovative AI-first software development. You will report... ..., reviewing individual development plans and providing performance feedback; Attracts...SeniorFull timeWork experience placementLocal areaRemote workNight shift
$90.23k
...CDM Smith is seeking a Senior Financial Analyst to join our... ...role supports financial planning and analysis projects... ...diverse as the needs of our clients. CDM Smith Inc. and... ...States will vary based on country statutory law... ...will not be held liable to pay a placement fee....SeniorWork experience placementH1b$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to... ...tailored to their clients needs. This exciting... ...located in Portland, OR, Lake Oswego,... ...prospective customer base. Serves as an... ...acquire within the first six months of hire... ...products and financial planning Core...Work at officeLocal area- ...restoration/water resources planning and design, parks, trails, and... ...VoIP Systems (Remote) Our client, a leading Pacific Northwest... ...Services, Inc (ECS Federal) Portland Splunk Architect Lead Everforth... ...) We're looking for a senior Voice & VoIP professional to...Contract workPart timeWork at officeRemote work
$107k - $124k
...ZGF is seeking a Senior Landscape... ...our team in the Portland, OR office with... ...landscape architecture planning, design and... ...master plans. Based in Portland, OR... ...in dialog with clients, firm leadership... ...contract and financial performance metrics... ...of work, fee budgets and project...SeniorContract workWork at office$1,500 per month
...Aldrich CPAs and Advisors is looking for a Senior Tax Manager... ...and support clients in our... ...compliance, planning, consulting,... ...Lake Oswego/Portland metro area and... ...Analyze client financial information,... ...offered may vary based on factors including... ...for any fees related to unsolicited...Senior16 hoursFull timeWork at officeLocal areaFlexible hours- ...investment management needs of clients in Portland and beyond. Our office is... ...preference to someone with financial services experience. Are... ...office supplies; • Assist in planning, marketing and managing... ...The position offers a market-based salary that is commensurate...Full timeWork at officeMonday to Friday
$1,000 per month
...Overview College Financial Representatives in the internship... ...integrated financial planning practice from the... ...your business and client base Develop and execute... ...Financial Representative or Advisor role upon graduation.... ...student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours$170k - $210k
...Why Work at Mercer Advisors? For more than 40... ...and simplify their financial lives by integrating financial planning, investment management... ...to act in our clients' best interests — always... ...top RIA ranking is based on a combination of... ...and others. No fee was paid for participation...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Partners seeks a Senior Associate with... ...of land use planning, zoning, and urban... ...stories for clients, elected officials... ...— Build financial feasibility models... ...density bonuses, fee waivers, or inclusionary... ...in Portland, OR. Our team of... ...it to evidence-based decision-making...SeniorWork at officeRemote work2 days per week
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