Director, Financial Planning — Wealth Advisory (Portland)
$125k - $350kEdelman 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
$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...SuggestedFull time$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‑...SuggestedFull time$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...SuggestedTemporary workWork at officeRemote workMonday to Friday$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$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...SuggestedWork at office- ...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 timeContract workTemporary workFor contractorsLive inLocal area
- ...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
- ...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...
- ...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-LjbffrFull time
- ...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
- ...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 workWork experience placement
- ...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 wageFull timeLocal areaImmediate startMonday to FridayShift workDay shift
- ...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 areaRemote work
$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- ...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
$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- ...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
- ...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 timeWork at officeMonday to Friday
$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 timeWork at officeRelocation package- ...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...
$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...- ...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 officeShift work
$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$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- ...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...
- ...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
$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 timeTemporary workLocal area$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 workFlexible hours- ...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 areaOverseas
- ...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...InternshipSummer internship
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