Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Director, Financial Planning — Wealth Advisory (Portland)

$125k - $350k
Full-time

Edelman Financial Engines

Edelman Financial Engines is looking for a Director of Financial Planning in Portland, OR. In this role, you will guide clients with tailored financial advice, ensuring their best interests are met. The ideal candidate will have direct experience in fee-based wealth management and possess or be able to secure necessary licenses. Compensation ranges from $125,000 to $350,000, including a base salary and performance bonuses. Join a team focused on client success and long-term financial health.
#J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Director, Financial Planning — Wealth Advisory (Portland) in Portland, OR vacancy
  • $125k - $350k

     ...Director, Financial Planning (Portland, OR) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to...  ...Requirements Direct client‑facing experience in a fee‑based wealth management or planning role Results‑driven approach... 
    Suggested
    Full time

    Edelman Financial Engines

    Portland, OR
    6 hours ago
  • $125k - $350k

     ...Senior Financial Advisor At Edelman Financial Engines (EFE), our purpose is to guide people...  ...to help them feel confident about the plans they are making, whether for today, tomorrow...  ...client‑facing experience in a fee‑based wealth management or planning role. Results‑... 
    Suggested
    Full time

    Edelman Financial Engines, LLC

    Portland, OR
    6 hours ago
  • $85k - $145k

     ...Wealth Advisor (Portland, OR) The Wealth Advisor focuses on deepening relationships with an established...  ...to help clients achieve their financial goals. Unlike other firms, Mercer...  ...their advanced knowledge of financial planning and investments and their superior relationship... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Mercer Advisors

    Portland, OR
    4 days ago
  • $125k - $350k

     ...Job Description At Edelman Financial Engines (EFE), our purpose is...  ...them feel confident about the plans they are making, whether for...  ...facing experience in a fee-based wealth management or planning role...  ...Financial Engines, LLC. All advisory services provided by Financial... 
    Suggested

    Edelman Financial Engines, LLC

    Portland, OR
    a month ago
  • $100k - $150k

     ...Job Description The Director of Financial Planning & Analysis will be responsible for budgeting, analyzing, and understanding the results of the company from both a financial and operational perspective. This person will also be responsible for improving the budgeting... 
    Suggested
    Work at office

    The Odom Corporation

    Vancouver, WA
    1 day ago
  •  ...Center (NAYA) seeks a Chief Financial Officer (CFO) tojoin its...  ...based organization serving the Portland metro area’s Native community...  ...transparent accounting, budgeting, planning, reporting, and compliance....  ...leadership team and Board of Directors on the organization’s... 
    Full time
    Contract work
    Temporary work
    For contractors
    Live in
    Local area

    Austin Community College

    Portland, OR
    6 hours ago
  •  ...Overview A rapidly growing financial services firm,...  ...investments + tax + financial planning to high-net-worth...  ...grow and protect their wealth. Our market is...  ...collaborate with the advisory team on tax planning related...  ...Type Full‑time Location Portland, OR 97205 (Required) In... 
    Full time

    Protouch Staffing

    Portland, OR
    2 days ago
  •  ...Head of Financial Planning and Analysis About the Company Prominent private equity firm Industry Venture Capital & Private...  ...Firm About the Role The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis... 

    Confidential

    Portland, OR
    1 day ago
  •  ...is seeking a Principal Talent Management Consultant onsite in Portland, OR. You will design, implement, and evolve Providence's Performance...  ..., including performance management, goal alignment, feedback, succession planning, and leadership development. #J-18808-Ljbffr
    Full time

    Providence

    Portland, OR
    6 hours ago
  •  ...PacifiCorp is seeking a Director of Total Rewards in Portland, OR to lead the strategy for employee benefits and compensation programs. This role requires at least 10 years of HR management experience and offers an opportunity to shape employee reward strategies. The position... 
    Full time

    PacifiCorp

    Portland, OR
    6 hours ago
  •  ...Job Summary: The Finance Director is responsible for planning, directing, and managing the financial operations of the organization. This position provides leadership...  ...provides support across all TCC locations in SW Portland, Tualatin, and Newberg, Oregon. Travel between... 
    Contract work
    Work experience placement

    Children's Clinic

    Portland, OR
    5 days ago
  •  ...committees as assigned. Responsible for financial analysis and modeling in order to evaluate...  ...financial analysis for strategic planning, budgeting and forecasting and to develop...  ...benefit eligible staff who work within the Portland Service Area (does NOT include Wilsonville... 
    Minimum wage
    Full time
    Local area
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Providence Health & Service

    Portland, OR
    1 day ago
  •  ...Manager Title Finance Manager Location: Portland, Oregon REMOTE for local candidates...  ...as assigned. Responsible for financial analysis and modeling to evaluate the effectiveness...  ...may include development of financial plans, budgets, and support for month-end... 
    Local area
    Remote work

    Sonya M. Recruiting

    Portland, OR
    4 days ago
  • $90k - $95k

     ...ProsperityME Director of Finance Portland, Maine ProsperityME is seeking a Director of Finance to play...  ...: 5-7+ years of overall professional financial and operations management experience...  ...directors. Oversee the annual budgeting and planning process in conjunction with the ED;... 
    Flexible hours

    Skillcloud HCM

    Portland, OR
    4 days ago
  •  ...state portfolio. Dedicated to the city of Portland and the Pacific Northwest, it has...  ...portfolio. Your New Role As Chief Financial Officer, you’ll serve as a strategic partner...  ...Oversee budgeting, forecasting, financial planning and analysis, cash management, and... 
    Full time

    Boly:Welch

    Portland, OR
    6 hours ago
  • $160k - $180k

     ...A nonprofit community organization in Portland seeks a Chief Financial Officer (CFO) to provide strategic oversight of financial functions and lead a team in managing financial operations. The ideal candidate has significant experience in nonprofit finance, collaborative... 
    Full time

    Austin Community College

    Portland, OR
    6 hours ago
  •  ...An employee-owned construction company in Portland, Oregon is seeking an experienced Chief Financial Officer (CFO) to lead the financial direction of the organization. The CFO will manage enterprise risks, oversee financial strategies, and ensure the long-term stability... 
    Full time

    Wright-Ryan Construction, Inc.

    Portland, OR
    6 hours ago
  •  ...strategic, hands‑on, and growth-minded Director of Finance & Accounting to lead the financial operations of a dynamic and...  ...on strategic financial planning and business decisions Develop annual...  ...Friday In‑office role based in Portland, Oregon Lovett Services is an Equal... 
    Full time
    Work at office
    Monday to Friday

    Lovett Construction

    Portland, OR
    1 day ago
  • $150k - $210k

     ...Our offices, lab, and shop are located in Portland, Oregon . Key Responsibilities As...  ...facilities, and commercial deployments, we need financial systems, models, and decision tools that...  ..., and finance. Your work will support planning, budgeting, project development,... 
    Full time
    Work at office
    Relocation package

    NextGenEnergyJobs

    Portland, OR
    5 days ago
  •  ...CoralTree, overseeing RiverPlace Hotel in Portland, OR, seeks an Assistant Director of Finance to manage daily...  ...ensuring accuracy of monthly and yearly financial reporting and robust cash flow...  ..., forecasting, and financial planning, review variances with department... 

    RiverPlace Hotel

    Portland, OR
    1 day ago
  • $200k - $250k

     ...ProFound is seeking a Chief Financial Officer for Relay Resources in Portland, Oregon. This pivotal role involves leading financial operations, strategic planning, and overseeing organizational growth. The ideal candidate will have 15+ years of experience in senior finance... 

    Profound

    Portland, OR
    1 day ago
  •  ...FP&A Manager Weir ESCO Portland, OR Hybrid Purpose of Role...  ...A Manager will report to the Director of FP&A and will be...  ...for developing the analysis, planning, and reporting for consolidated...  ...with a proven history leading financial planning processes and teams.... 
    Work at office
    Shift work

    Weir

    Portland, OR
    3 days ago
  • $300k - $424k

     ...Established in 1891, the Port of Portland is a mission‑driven public...  ...overall strategic direction, financial sustainability, and long‑term...  .... Partner with the Executive Director and Port Commission to...  ...short‑ and long‑range financial plans that support operational excellence... 
    Full time

    Port of Portland

    Portland, OR
    1 day ago
  • $170k - $185k

     ...Consulting CFO - Portland, Oregon NOW CFO is seeking an experienced...  ...role is ideal for a hands-on financial executive who can step...  ...improvements Support financial planning, variance analysis, and long-...  ...Strong CFO, VP of Finance, Director of Finance, Controller, or... 
    Full time

    NOW CFO

    Portland, OR
    5 days ago
  •  ...Chief Financial Officer (CFO) About the Company Globally recognized charity promoting...  ...donor advised grantmaking philanthropic advisory services and international About...  ...-year financial strategy, long-range planning, and scenario modeling in alignment with... 

    Confidential

    Portland, OR
    3 days ago
  •  ...Chief Financial Officer (CFO) About the Company Innovative investment decision-making...  ...and will involve leading all financial planning, budgeting, forecasting, and scenario modeling...  ...in B2C investing platforms, digital wealth management, or embedded finance, would... 
    Remote work

    Confidential

    Portland, OR
    1 day ago
  • $130k - $180k

     ...Folsom, California, United States; Walnut Creek, California, United States Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial... 
    Full time
    Temporary work
    Local area

    Allworth Financial

    Vancouver, WA
    3 days ago
  • $160k - $210k

     ...is seeking a strategic finance leader in Portland, Oregon. This role involves partnering with...  ...analytical roles and a strong command of financial modeling and SQL. Remote work is...  ..., flexible spending allowances, and an employee stock purchase plan. #J-18808-Ljbffr... 
    Remote work
    Flexible hours

    Affirm

    Portland, OR
    4 days ago
  •  ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will...  ...business conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with... 
    Local area
    Overseas

    PwC (US)

    Portland, OR
    1 day ago
  •  ...Geffen Mesher in Portland, OR, is seeking Summer 2027 Interns for an internship in Tax/Assurance, designed for students pursuing a career in public accounting. As an intern, you will gain hands-on technical experience while receiving mentoring and coaching necessary for... 
    Internship
    Summer internship

    Geffen Mesher

    Portland, OR
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director, Financial Planning — Wealth Advisory (Portland). Be the first to apply!