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- A leading financial institution in Portland is seeking candidates to provide comprehensive financial advice and solutions to clients. Responsibilities include building financial plans, triaging leads, and ensuring regulatory compliance. Applicants should have Series 7 &...Suggested
- A leading financial institution in Oregon City seeks a financial advisor to deliver tailored solutions to clients. Responsibilities include managing client relationships, developing financial plans, and ensuring compliance with regulations. Candidates must hold Series 7...Suggested
- ...Sample Schedule: 8am-5pm, 9am-6pm, etc. Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeImmediate startMonday to Friday
- ...to foster client relationships and ensure outstanding service. The role involves managing client needs, educating them on banking solutions, and adhering to regulatory requirements. Ideal candidates will have at least 1 year of sales experience in Retail Banking or Financial...Suggested
- A leading financial service company seeks a motivated individual to provide comprehensive financial advice, build client relationships, and achieve financial goals. Candidates must hold Series 7 & 66 licenses, with a year of experience in investments or financial services...Suggested
- ...power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedRemote jobTemporary workShift workDay shift
$136k - $170k
...Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while...Suggested- Comfortable conducting video calls (Zoom) Basic computer proficiency (email, data entry, online forms, calendar scheduling) Strong communication and listening skills Self-motivated with the ability to work independently in a remote environment Coachable mindset...SuggestedRemote jobFull time
Zuzick Organization of Globe Life
Salem, OR2 hours ago $3,000 per week
&##128227; ATTENTION COLLEGE STUDENTS: WANT TO MAKE REAL MONEY WHILE YOU'RE STILL IN SCHOOL?&##128640; Earn Big. Learn Fast. Build Your Future. Sick of making minimum wage for max effort? Tired of internships that don’t pay but “look good on a résumé”? It’s time to level...SuggestedMinimum wageFull timeInternshipRemote workFlexible hoursGlobe Life American Income Division: Sparby Organization
Portland, OR2 hours ago- A leading financial institution in Gresham, Oregon, is seeking a motivated Client Associate to engage clients and facilitate banking transactions. The ideal candidate has excellent communication skills, a strong work ethic, and a focus on improving clients' financial lives...Suggested
- A community-focused financial institution in Portland seeks a Client Service Associate to deliver excellent service and support client financial needs. This role involves opening accounts, originating loans, and maintaining client relationships. Candidates should possess...Suggested
- A major financial institution in Wilsonville, Oregon is seeking a motivated individual to engage clients in the lobby. This role involves educating clients on self-service banking options and efficiently processing cash transactions. Ideal candidates will demonstrate strong...Suggested
- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...effective. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your...SuggestedTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...iconic eyewear, advanced lens technology and cutting‑edge digital solutions. Join our global community of over 200,000 dedicated employees... ...by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by delivering...SuggestedMinimum wageWork at officeLocal area
$77k - $202k
...business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve...SuggestedFull timeH1bPwC
Portland, OR6 days ago$83.9k - $115.6k
Trimble SysQue Product Advisor Job Location: Westminster, CO; Alternative: Portland, OR Our Department: Construction Enterprise Solutions Do you love working with customers to drive adoption of SaaS solutions and ultimately ensure the customer realizes value from their...Full timeFor contractorsWork at officeLocal area- ...services organization in Gresham is seeking a Personal Banker to engage with clients, identify financial needs, and provide tailored solutions. The role requires strong sales and communication skills, with at least one year of experience in building customer relationships....
- A leading HVAC solutions provider is seeking an HVAC Technical Service Advisor to provide expert troubleshooting support and guidance to contractors and customers. Candidates should have over 5 years of hands-on HVAC experience and a strong understanding of HVAC systems...Remote jobFor contractors
- ...Consultant specializing in Guidewire. This role involves transforming complex client business problems into effective technology solutions and improving organizational efficiency. Candidates should possess a relevant degree and experience in insurance technology systems...Flexible hours
- ...Financial Wellness Advisor Location: 1500 Edgewater Drive NW - Salem, Oregon 97304 Job Summary: Be a problem solver, trusted advisor... ...deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and...Day shift
KeyCorp
Salem, OR4 days ago $102.5k - $187.9k
...investing heavily in technology-enabled transformation programs. A number of solution “hot spots” exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized...Work experience placementSummer holidayFlexible hours- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth... ...work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to...Full timeLocal area
$122.8k - $184.2k
...for technical inquiries, both internally and with our esteemed clients. You'll be pivotal in presenting our technology, devising solutions for client obstacles, and addressing their queries and requirements with assurance and efficiency. Act as the professional source...Home office$60k - $75k
...client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire Keen ability to present...Work at officeFidelity Investments
Oregon City, OR1 day ago- ...financial services firm in Portland, Oregon, is seeking motivated individuals for the Financial Advisor position. This role involves developing tailored financial solutions for clients, establishing an independent practice with extensive support, and building long-term...
- ...strong analytical skills, and experience in managing client relationships. You will be responsible for providing tailored investment solutions and leveraging existing client networks to drive growth. Competitive benefits and career growth opportunities are available. #J-18...
- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company... ...goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients’ unique and complex needs. Building your practice...Work at officeWork from homeHome office
$62k
...Investment Program Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit... ...families that look to Fibre Federal Credit Union for financial solutions. This position will offer: The ability to service an...Local area$55k
A financial services provider is seeking a Private Client Advisor in Woodburn, Oregon, to focus on Mass Affluent clients, provide investment solutions, and develop collaborative relationships with branch teams. Ideal candidates should possess a strong sales background,...Work at office- Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial...Full timeInternshipWork at office
