Average salary: $108,017 /yearly
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- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of... ...and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of...Suggested
TradeJobsWorkForce
Dallas, OR4 days ago $20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need...SuggestedHourly payWork experience placementDay shiftKeyCorp
Lake Oswego, OR12 hours ago- ...Chief Financial Officer (CFO) About the Company Fast-growing financial technology (FinTech) company Industry Financial Services Type Privately Held About the Role The Company is in search of a strategic and hands-on Chief Financial Officer (CFO)...SuggestedRemote work
- ...Vice President of Finance About the Company Rapid-growth financial technology (FinTech) & SaaS startup Industry Financial Services Type Privately Held About the Role The Company is seeking a VP of Finance to play a pivotal role in the next phase...Suggested
$19.23 - $28.37 per hour
Financial Wellness Associate page is loaded## Financial Wellness Associatelocations: Portland, ORtime type: Full timeposted on: Posted... ...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in...SuggestedHourly payWork experience placementWork at officeFlexible hoursDay shift$29.39 - $44.09 per hour
...differential for those employees who can support our members' financial needs effectively in a second language; subject to verification... ...role. Job Overview: This position provides financial planning services and implements financial plans. Responsible for providing...SuggestedHourly pay16 hoursFull timeImmediate startRemote work- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to...SuggestedAfternoon shift
$180k - $225k
...Financial Services Consultant (F&I) Porsche Beaverton is seeking an experienced and results-driven Financial Services Consultant (F&I) to join our high-performing team supporting both Porsche Beaverton and Audi Beaverton. This shared F&I team represents two of the...SuggestedSunset Imports
Beaverton, OR12 hours ago$41.71k - $50k
...Part-Time Role In Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week, but is still eligible... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...SuggestedPart timeLocal areaMonday to FridayShift workDay shiftBmo
Ontario, OR12 hours ago- 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 Portfolio Manager...Suggested
- ...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...SuggestedPart time
Chase
Beaverton, OR4 days ago - ...Company Description Wealth Strategy Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, dedicated to providing personalized financial advice tailored to help clients achieve their goals. Our collaborative approach involves understanding...SuggestedFull timePrivate practice
Wealth Strategy Partners, A private wealth advisory practice...
Portland, OR12 hours agonew $41.71k - $69k
...opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home...SuggestedLocal areaImmediate startDay shift- ...Chief Financial Officer (CFO) About the Company Innovative company in the cryptocurrency industry Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Financial Officer (CFO) to play a pivotal role in its...Suggested
- A leading financial services firm is seeking an Associate Relationship Banker in Lake Oswego, OR. This role focuses on creating memorable experiences for clients and building lasting relationships through attentive service. The ideal candidate should have at least 1 year...Suggested
- ...Chief Financial Officer (CFO) About the Company Innovative investment decision-making platform Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Financial Officer (CFO) to join their dynamic team. The CFO...Remote work
- ...Accounts Payable and Travel and Expense About the Company Innovative financial technology (FinTech) company specializing in payments, banking, & treasury solutions Industry Financial Services Type Privately Held About the Role The Company is seeking...
$116.16k - $234.2k
...accounting infrastructure, and practices to drive good decision making. Lead the design and implementation of carve out financials, TSA services, integration/disintegration of key areas as determined necessary for the deal. Manage month-end close processes and...Work at officeLocal areaFlexible hoursShift workIntel
Hillsboro, OR1 day ago$155k - $185k
...The Opportunity Act-On is making a focused, strategic investment in the financial services vertical - and this role is at the center of it. As our first Principal PM dedicated to financial services,, you'll define how credit unions, banks, and insurance companies...Act-On Software
Portland, OR12 hours ago- Posted Wednesday, March 4, 2026 at 11:00 AM OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support...Temporary workLocal area
$20.5 - $24.75 per hour
Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused... ...of their financial needs and offer tailored products and services to help them reach their financial dreams. Job Duties...Hourly payFull timeWork at office- ...Financial Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit... ...and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have...
Voya Financial Advisors Inc
Bend, OR2 days ago $140k - $185k
...Technical Accounting Circle is one of the world's leading internet financial platform companies, building the foundation of a more open,... .... ~ Experience working in regulated business, financial services or technology industries are a plus. ~ Experience/...Work experience placementFlexible hoursCircle
Portland, OR12 hours ago- ...a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs Personal Banker, Banker, Business Partner, Operations, Financial, Sales, Business Services...
KeyCorp
Beaverton, OR2 days ago $80k - $100k
Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | Your experience is valuable to us - and we know you have options. But we offer something the competition simply can’t: our unique business model. As an Edward...Full timeWork at officeWork from homeHome office- ...opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins... ...Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Advisory Account Management...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Vice President of Finance About the Company Accomplished provider of top-notch financial services Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President of Finance to lead the development of financial...
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...Immediate startAfternoon shift
- A reputable financial services organization in Lake Oswego seeks a Financial Advisor to build and maintain client relationships. The role emphasizes assessing investment needs and offering tailored financial strategies. Candidates should have at least three years of experience...
