Get new jobs by email
- ...Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... ...approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional who can work within...SuggestedFull timeImmediate start
Columbia Bank
Eugene, OR4 days ago - KeyBank in Eugene, Oregon is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice and to deliver tailored financial solutions to clients with up to $2M in investable assets. You will build a referral network, collaborate...Suggested
Key Bank
Eugene, OR1 day ago $126.81k - $154.99k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.Basic Qualifications-...SuggestedFull timeWork experience placementLocal area3 days per weekUS Bank
Portland, OR5 days ago$70k - $135k
...Wealth Advisor - Eugene, Oregon Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor and wholly owned subsidiary of Oregon Pacific Bank Who We Are Oregon Pacific Wealth Management is a client-first RIA built on relationships, not product...SuggestedFull timeTemporary workCasual workWork at officeWork from homeVisa sponsorshipOregon Pacific Bancorp
Eugene, OR3 days ago- ...The Wealth Advisor leads assigned client relationships while continuing to serve as a key advisor on more complex relationships led by Senior Wealth Advisors. This role represents the transition from primarily supporting client relationships to taking direct responsibility...Suggested
Threadline Wealth
Portland, OR1 day ago $116.4k - $194k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client’s current financial situation...SuggestedTemporary workWork experience placementWilmington Trust
Portland, OR2 days ago$150k - $200k
...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will...SuggestedMariner
Tigard, OR4 days ago- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...SuggestedWork at officeLocal area
LPL Financial
Portland, OR4 days ago - ...provide training, mentorship, and support throughout the licensing process. Responsibilities ~Educate clients on retirement, wealth protection, and financial strategies ~Conduct financial needs analyses ~Help develop personalized financial game plans ~Build...SuggestedLocal areaRemote workFlexible hours
$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...SuggestedLocal areaVisa sponsorshipDeloitte
Portland, OR1 day ago$150k - $250k
...opportunities and your next big career move with Aprio. Join Aprio's Wealth Management team and you will help clients maximize their... ..., LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours$80k - $105k
...first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work...SuggestedWork at officeWork from homeFisher Investments
Tualatin, OR5 days ago$80k - $135k
...firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...SuggestedWork experience placementWork at officeWork from homeFisher Investments
Corbett, OR5 days ago$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Sunriver, OR1 day ago$115k
...highest valued client relationships at Fisher Investments, in a growing group committed to a collaborative and innovative approach to wealth management. The Opportunity: The High AUM Investment Counselor (High AUM IC) is the primary, long-term contact for the firm...SuggestedWork at officeWork from homeFisher Investments
Beavercreek, OR3 days ago- Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to day operations of Financial Aid in compliance with all policies related to internal and external financial aid requirements. Essential...Casual workLive inWork at office
Warner Pacific College
Portland, OR5 days ago $90k - $140k
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International...Work at officeWork from homeFisher Investments
West Linn, OR1 day ago- TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients... ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership...
$19.87 - $28.06 per hour
Job Summary And Responsibilities As a Financial Counselor, you will manage hospital financial assistance programs, helping patients navigate the complexities of their healthcare costs while ensuring organizational policies are consistently met. Every day, you will estimate...Chi
Roseburg, OR4 days ago$110k - $130k
...Financial Advisor OpportunityOur Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to... ...insurance policiesPlacing trades and account managementParticipate in Wealth Enhancement Group trainings, educational events, coaching...Full timeWork at officeFlexible hoursWealth Enhancement Group
Myrtle Point, OR1 day ago- ...is positioned to help clients grow, manage, and preserve their wealth. NYLIFE Securities emphasizes exceptional client service, a robust... ...of life. Role Description This full-time, on-site Financial Advisor role is based in Eugene, OR. The Financial Advisor will meet with...Full time
NYLIFE Securities LLC
Eugene, OR3 days ago $22.44 - $34.33 per hour
Description Patient Finacial Counselor for Providence Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility, financial assistance programs, and revenue cycle operations. This role serves as...Minimum wageFull timeWork at officeLocal areaShift workDay shiftProvidence Service
Portland, OR1 day ago- ...Financial Advisor About Our Firm We are a Fee-Only, Fiduciary, and Independent financial planning firm. That means we work exclusively for our clients - never earning commissions, never selling proprietary products, and always putting client interests first. We...
McKenzie Recruiting
Brookings, OR5 days ago $50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....Work at officeWork from homeHome officeFlexible hoursEdward Jones
Eugene, OR1 day ago$19.23 - $28.37 per hour
...Location: 95 E Sherman - Lebanon, Oregon 97355 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging...Hourly payWork experience placementWork at officeDay shiftKey Bank
Lebanon, OR5 days ago- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
Salem, OR3 days ago - MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions...Local area
MassMutual Oregon
Lake Oswego, OR3 days ago $19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1532 NE 181st Avenue - Portland, Oregon 97230 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Portland, OR1 day ago- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Gresham, OR2 days ago $55k - $120k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Part timeLocal areaBMO U.S.
Portland, OR4 days ago
