[POOL] Small Business Advisor Linn-Benton Community College[POOL] Small Business AdvisorAlbany, ORp>Position Number Position Title: [POOL] Small Business Advisor Department Small Business Development Center Appointment Type Part-Time Hourly FLSA Non-Exempt Position Type: Classified, Part-Time Position FTE N/A Location Albany Campus, Albany, OR Representation N/A Salary Grade Not Applicable Salary Rate. Good knowledge of a wide variety of business management skills is important, but applicants with a specific technical skill such as graphic design, computer software, accounting, engineering, etc. are encouraged to apply.
Business Advisor II Central Oregon Community CollegeBusiness Advisor IIBend, OR$32–$40 / hour20hrs/week Hourly rate, Stipend, or Load Unit $32.00 -$40.00 per hour, depending on experience Close Date Open Until Filled Yes Open Until Filled Notes Position Type/Employee Class Temporary PT Hourly Instructor Status Not applicable Overtime Eligible Non-Exempt FLSA Status Campus Location Bend Primary Purpose. The employee is regularly required use hands and fingers, handle or feel objects, tools or controls, reach with hands and arms and requires near visual acuity to write, read written materials and computer screens, and sufficient hearing and speech ability for ordinary telephonic conversations.
ERP Business Advisor - Vista Trimble IncERP Business Advisor - VistaLake Oswego, ORYoull work on projects that truly matter: Our purpose-driven culture means youll be helping to build and deliver solutions that make work faster, safer, and more sustainable for millions of people worldwide. Whether its helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress.
ERP Business Advisor - Vista TrimbleERP Business Advisor - VistaLake Oswego, ColoradoRemoteWhether it's helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress. You will have the unique opportunity to serve as a trusted advocate and domain expert, directly influencing how the construction industry adopts SaaS solutions and making a tangible impact on the efficiency of global building projects.
Temporary Business Advisor - Bilingual English/Spanish Hacienda CDCTemporary Business Advisor - Bilingual English/SpanishPortland, ORIf so, we offer:A mission focused on connecting low-income households and communities of color to new opportunities that support youth, families, and people on their journeys to start a business or buy a home. We embrace a holistic approach to development and serving Latinos throughout the region with programs in community economic development, homeownership, and youth and family services.
Small Business Spanish Advisor/Instructor (Part-time) Columbia Gorge Community CollegeSmall Business Spanish Advisor/Instructor (Part-time)The Dalles, ORThe Small Business Advisor/Instructor will promote the services of the SBDC, the College and will do direct outreach to encourage business owners to receive counseling or attend business training opportunities. The Small Business Counselor/Instructor provides leadership, client counseling and instruction to existing and prospective small business owners in the Columbia Gorge region.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorPortland, OR$95,000–$110,000 / yearp>Competitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorPortland, OregonCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Business Instructional Advisor Southern Oregon UniversityBusiness Instructional AdvisorAshland, Oregonli>Ability to deliver effective trainings to businesses within a group setting; Ability to develop marketing materials and outreach into the business community to recruit and enroll qualified businesses; Ability to provide one-to-one confidential business development advising services to business owners and potential owners in a professional manner; Ability to enter client records into the PIER Management Information System (Google Drive) software regarding the time spent, subjects discussed, and action items that result from the advising session; Ability to deliver presentations at events such as workshops, guest speaker engagements, and to support staff meetings as needed; Ability to successfully work with business enterprises as a mentor, role model, instructor and adviser; Ability to analyze barriers to business growth and discuss possible solutions with client businesses; Ability to research and report findings for strategic planning and market acquisition purposes. A Bachelor's of Science or Arts in business, marketing, information technology, economics, communications or a closely related field; Private business experience as either an owner, a manager / director, or as an executive; Prior experience working in community-based organizations, such as Chambers of Commerce, SCORE, Small Business Development Centers or other non-profit organization devoted to business development; Two years' experience and knowledge of business assessment practices; Knowledge of business lending practices and coaching businesses to be ready to make funding requests; Experience in developing and presenting business development information to groups of people in an instructor's role.
Business Solutions Advisor - Orenco Financial Center Bank of America CorpBusiness Solutions Advisor - Orenco Financial CenterHillsboro, OROn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorMedford, ORThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Financial Solutions Advisor Registration Candidate - Lake Oswego Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lake OswegoLake Oswego, ORp>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor- Williamette Valley Bank of America CorpFinancial Solutions Advisor- Williamette ValleySalem, ORWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Financial Solutions Advisor- Williamette Valley Salem Oregon Eugene Oregon Bend Oregon Bend Oregon Portland Oregon Oregon City Oregon West Linn Oregon Lake Oswego Oregon Salem Oregon Gresham Oregon Clackamas Oregon Portland Oregon Additional locations Apply × To proceed with your application you must be at least 18 years of age.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorLake Oswego, OR$90,000–$130,000 / yearClick the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Our Lake Oswego office in Oregon is looking for a VP Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Artificial Intelligence Policy and Safety Advisor (Operations & Policy Analyst 4) State of OregonArtificial Intelligence Policy and Safety Advisor (Operations & Policy Analyst 4)Salem, OR$7,537–$11,098 / yearYou will serve as a lead advisor to the Chief AI Officer in establishing practical and responsible frameworks for AI governance for state agencies, evaluating enterprise AI policy changes, developing communication and training programs, and collaborating with executive leaders on governance, risk management, and AI adoption strategies. A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and five years' professional-level evaluative, analytical and planning work*.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorOR$90,000–$110,000 / yearp>WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Giving Advisor Mac's ListGiving AdvisorPortland, OR$75,000–$79,000 / yearWe're seeking someone who has strong interpersonal skills, a passion for OPB, and want to grow in your career by working directly with donors, this is your opportunity to learn from a successful and highly experienced team of fundraising professionals. You will gain in-depth knowledge about portfolio management, midlevel, major, and planned giving fundraising, and help OPB's most loyal and committed donors make an impact on the journalism, storytelling, and programs they care deeply about.
Financial Advisor - Spokane Teacher Credit Union LPL FinancialFinancial Advisor - Spokane Teacher Credit UnionLa Grande, OregonThis employment opportunity at Spokane Teacher Credit Union in La Grande OR would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions.
Financial Advisor Northwestern MutualFinancial AdvisorPortland, Oregon$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
NewMembership Sales Advisors, South Beach EquinoxMembership Sales Advisors, South BeachSouth Beach, FLFull timeMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products.
Information Architecture Governance Advisor - Remote CSAA Insurance GroupInformation Architecture Governance Advisor - RemoteORRemoteJob Title Information Architecture Governance Advisor - Remote Requisition Number R7581 Information Architecture Governance Advisor - Remote (Open) Location Arizona - Home Teleworkers Additional Locations Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers ( + 21 more ). Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, ORLake Oswego, ORThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Tigard, ORTigard, ORThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Beaverton, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Beaverton, ORBeaverton, ORUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Salem, ORSalem, ORThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Portland, ORPortland, ORThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood)Portland, ORUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OROregon City, ORUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, ORKlamath Falls, ORThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
NewFinancial Advisor Trainee (Bend, OR) Raymond James Financial IncFinancial Advisor Trainee (Bend, OR)Bend, ORp>s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonORRemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Pharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)ORRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteORRemote$55,000–$100,000 / yearp>As a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Service Advisor - HVAC Dispatcher Pace Heating & AirService Advisor - HVAC DispatcherCorvallis, OR$24–$29 / hourYou will be the hub of our service operations, the first voice residential customers hear when they call, the coordinator our technicians count on, and the person who keeps the board organized and profitable from open to close. Residential service drives the majority of daily call volume; our growing commercial maintenance program adds structure and long-term account work to the role.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerOR$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Senior Home Lending Advisor-Sherwood, OR JPMorgan Chase & CoSenior Home Lending Advisor-Sherwood, ORSherwood, ORp>Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorGresham, OR$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Advisor – Mid Oregon Credit Union LPL FinancialFinancial Advisor – Mid Oregon Credit UnionPrineville, Oregon$60,000–$75,000 / yearThis employment opportunity at TruStage located at Mid Oregon Credit Union in Prineville, Oregon would allow you to join Mid Oregon Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Mid Oregon Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankPortland, OregonRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Financial Advisor - Fibre Federal Credit Union LPL FinancialFinancial Advisor - Fibre Federal Credit UnionTillamook, OregonThis employment opportunity at Fibre Federal Credit Union in Tillamook, OR would allow you to join the Investment Program at Fibre Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fibre Federal Credit Union for financial solutions.
Mortgage Advisor CrossCountry MortgageMortgage AdvisorPortland, OregonCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. The Mortgage Advisor oversees and is directly involved in the loan process from start to finish in efforts to aid CrossCountry Mortgage borrowers to the best financial program.
Wealth Management Advisor - Bend, OR U.S. BancorpWealth Management Advisor - Bend, ORBend, ORWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Wealth Management Advisor - Gresham, OR U.S. BancorpAssociate Wealth Management Advisor - Gresham, ORGresham, OR$65,000–$80,200 / yearp>Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Customer Advisor Gainsight, Inc.Customer AdvisorOR$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Financial Advisor - Mid Oregon Credit Union LPL Financial Holdings IncFinancial Advisor - Mid Oregon Credit UnionOR$60,000–$75,000 / yearThis employment opportunity at TruStage located at Mid Oregon Credit Union in Prineville, Oregon would allow you to join Mid Oregon Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Mid Oregon Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Strategic Advisor-Clinical Assets Trimedx Holdings LLCStrategic Advisor-Clinical AssetsPortland, OR$95,000–$120,000 / yearProjects are focused in the following areas: Defer purchases to future period: The ability to delay the purchase of clinical assets to a period in the future Validating purchase request: The ability to rationalize the existing clinical asset request to more closely align with the need (change quantity, mix, type) Retire unneeded assets: The ability to reduce existing asset inventory based on actual utilization levels and national comparative benchmarks Reallocation assets: The ability to redeploy existing equipment within the hospital affiliation versus purchasing new capital assets Monetize asset ROI: The ability to maximize the income earned through the sale of clinical assets via FMV insights Reduce unneeded rentals: The ability to decrease the amount of rental equipment based on the utilization of equipment already owned Tracks and reports the financial and operational benefits achieved from completed initiatives Works with client leaders to establish the TRIMEDX toolset as the single "source of truth" for the enterprise's clinical asset inventory and associated asset performance data Develops high-touch and high-trust relationship with client leaders Facilitates organizational communications regarding clinical asset lifecycle issues and makes connections between stakeholders needed to raise awareness, complete needed trouble-shooting and facilitate timely resolution of issues Identifies trends of escalated issues or recurring problems and develops improved cross- functional processes to resolve those problems Leverages expert knowledge to anticipate a wide range of future needs and opportunities and facilitates development of complex solutions Provides analytics and project management support for client initiatives. This individual is intimately familiar with the client's asset management process and leverages TRIMEDX's proprietary Clinical Asset Informatics toolset to evaluate asset composition, inventory trends and asset performance to identify OpEx Savings, CapEx Avoidance and Cash Recovery opportunities and projects.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteORRemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Hillsboro, OR Country FinancialFinancial Advisor - Hillsboro, ORHillsboro, ORp>COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Tualatin, OR Country FinancialFinancial Advisor - Tualatin, ORTualatin, ORp>COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Corvallis, OR COUNTRY FinancialFinancial Advisor - Corvallis, ORCorvallis, OregonOur insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.123456Similar Job SearchesAcquisition Analyst JobsAcquisitions Manager JobsAnalytics Consultant JobsAnalytics Manager JobsBusiness Administrator JobsBusiness Analyst JobsBusiness Assistant JobsBusiness Coach JobsBusiness Consultant JobsBusiness Development Director Jobs