CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedPortland, ORThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Trimble IncERP 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.
Hacienda CDCNewTemporary Business Advisor - Bilingual English/Spanish Hacienda CDCTemporary Business Advisor - Bilingual English/SpanishPortland, OregonIf 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.
Summit Bank Group IncAssociate Business Client Advisor Summit Bank Group IncAssociate Business Client Advisorportland, ORProvides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions. Credit Analyst will work with one or more assigned Loan Officers on a specific portfolio, providing high level support services in the areas of credit analysis, document preparation, loan accounting and portfolio management.
Bank of America CorpNewBusiness 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.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lake Oswego Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lake OswegoLake Oswego, ORMerrill 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.
Edward D Jones & Co LPAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorCamas, WAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Edward JonesAssociate Financial Advisor Edward JonesAssociate Financial AdvisorCamas, WAJob Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
CVS Health CorpPharmacist - 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.
Riverview Community BankSenior Wealth Advisor Riverview Community BankSenior Wealth AdvisorVancouver, WA$145,000–$175,000 / yearObtain, and occasionally notarize client signatures on various forms and account paperwork.** **·** **Prepare for client meetings including coordinating attendees and meeting locations, assemble materials, prepare reports, etc.** **·** **Perform research and analysis of a somewhat technical nature upon request (with supervision).** **·** **Event ideas, planning and management, including manage invitations and RSVP's, research and coordinate venue, catering, guest speakers, materials, etc.** **·** **Coordinate numerous marketing efforts and projects in and between the Trust Company and Riverview Bank.** **·** **Assist with account maintenance and management by monitoring and auditing certain reports and client accounts as needed.** Certain roles are eligible for additional rewards** **Job Functions** **·** **Represent Riverview Trust Company by delivering high quality client service in a professional, caring, and competent manner.** **·** **Leads the sales growth process by achieving sales goals to promote growth and revenue, as well as and profitability targets for wealth management.** **·** **Actively calls and develops high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate similar types of business opportunities.**
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorPortland, Oregon$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Edward JonesUS Experienced Financial Advisor Edward JonesUS Experienced Financial AdvisorVancouver, WAEarn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
Mac's ListGiving 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.
The Baldwin Group Insurance Holdings, LLCMedicare Advisor The Baldwin Group Insurance Holdings, LLCMedicare AdvisorVancouver, WA$20–$24 / hourThe Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Thrivent Financial for LutheransFinancial Advisor - Portland, OR / Vancouver, WA and surrounding areas Thrivent Financial for LutheransFinancial Advisor - Portland, OR / Vancouver, WA and surrounding areasvancouver, WAThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Gee Automotive CoAutomotive Service Advisor | Commission-Based - Tonkin Family of Dealerships Gee Automotive CoAutomotive Service Advisor | Commission-Based - Tonkin Family of DealershipsPortland, ORAs a Service Advisor, you will serve as the primary point of contact for our customers-guiding them through their vehicle's service and repair needs, communicating clearly, and ensuring an exceptional experience at every step. Customer-focused culture: Be part of a team that prioritizes customer satisfaction, building long-term relationships, and delivering personalized service experiences.
Gee Automotive CoMain Line Advisor | Base + Commission - Ron Tonkin Honda Gee Automotive CoMain Line Advisor | Base + Commission - Ron Tonkin HondaPortland, ORConsult & Curate: Help guests prioritize essential services and provide options that fit their needs. Stability You Can Trust: We provide the resources of a large, successful automotive group while maintaining the "family-owned" feel where your voice is actually heard.
Dick Hannah DealershipsPerformance Shop Service Advisor - Vancouver WA | Dick Hannah Dealerships Dick Hannah DealershipsPerformance Shop Service Advisor - Vancouver WA | Dick Hannah DealershipsVancouver, WAWe work on everything from classic muscle cars and street rods to modern performance vehicles, race cars, off-road builds, and custom fabrication projects. Enjoy a $1,000 monthly salary plus 15% commission on service customer pay orders and 5.5% commission on total internal pay orders.
Royal Moore Auto CenterService Advisor Royal Moore Auto CenterService AdvisorHillsboro, OregonAre you an experienced Service Advisor with a passion for delivering exceptional customer experiences in the automotive industry? The ideal candidate will possess outstanding communication skills, a keen eye for detail, and a knack for problem-solving.
Marsh McLennanClient Advisor - Marine Marsh McLennanClient Advisor - MarinePortland, OregonIn this client-facing role, you will develop an understanding of clients' business strategic priorities, risk strategies, and risk management needs to provide knowledge and advice to complex clients. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
KeyCorpMerchant Sales Advisor KeyCorpMerchant Sales AdvisorPortland, ORRemote$46,000–$70,000 / yearConsult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Portland, ORPortland, ORFull timeUsing 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tigard, ORTigard, ORFull timeUsing 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, ORLake Oswego, ORFull timeUsing 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.
Wealth Enhancement Group LLCVP 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.
Wealth Enhancement Group LLCFinancial Advisor Wealth Enhancement Group LLCFinancial AdvisorClackamas, OR$90,000–$110,000 / yearWEG 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.
Trimedx Holdings LLCStrategic 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.
LPL Financial Holdings IncWealth Advisor - Mechanics Bank LPL Financial Holdings IncWealth Advisor - Mechanics BankLake Oswego, OR$68,640–$80,000 / yearIf required by state of hire and not active, must acquire within the first six months of hire)Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealerPreferences:Demonstrated ability to sell products and services to investment clients; evidence of strong sales resultsBroad knowledge of characteristics and needs of clients and partners within the bank- based investment market spaceExcellent knowledge of investment/insurance products and financial planningCore Competencies:Strong self-motivation and ability to work independentlyExcellent verbal, written and interpersonal communication skillsPossess strong organization skillsExcellent customer service and business focus with a great attention to detailEffective research and analysis skills#LI-Onsite Pay Range:$68,640 - $80,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. Requirements:High school diploma or equivalent (Bachelor's Degree Preferred)Minimum of two (2) years investment sales experience (preferably in a financial institution)Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66Registration (If required by the state of hire.
Country FinancialFinancial Advisor - Vancouver, WA Country FinancialFinancial Advisor - Vancouver, WAVancouver, WACOUNTRY 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.
Country FinancialFinancial Advisor - Hillsboro, OR Country FinancialFinancial Advisor - Hillsboro, ORHillsboro, ORCOUNTRY 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.
COUNTRY FinancialFinancial Advisor - Tualatin, OR COUNTRY FinancialFinancial Advisor - Tualatin, ORTualatin, OregonCOUNTRY 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.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Portland, OR JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Portland, ORPortland, ORFull timeJoin 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.
Seneca HoldingsLeisure Travel Advisor Seneca HoldingsLeisure Travel AdvisorVancouver, WashingtonSales Skills - Proactively offers travel options based on client's travel requests; Up selling clients, when appropriate, to maximize client satisfaction on their travel experience; Sells additional products to compliment the vacation experience thus maximizing revenue and commission earned. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Love's Travel Stops & Country StoresService Advisor - Truck Care Love's Travel Stops & Country StoresService Advisor - Truck CareTroutdale, ORWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
Dick Hannah DealershipsAutomotive Service Advisor - Portland OR | Dick Hannah Dealerships Dick Hannah DealershipsAutomotive Service Advisor - Portland OR | Dick Hannah DealershipsPortland, OR$7–$9 / hourOur Automotive Service Writers excel in bolstering service department business through expertly recommending and selling essential service to customers, while prioritizing exceptional customer service and fostering long-term client relationships that strengthen our "Believe in Nice" culture. Automotive Service Writers Compensation and Benefits: Automotive Service Writers Competitive Salary: Enjoy a commission range of 7-9% of total individual service sales, with expected monthly earnings averaging $5,300 and a potential for increased income based on additional individual sales.
Dick Hannah DealershipsAutomotive Service Advisor - Vancouver WA | Dick Hannah Dealerships Dick Hannah DealershipsAutomotive Service Advisor - Vancouver WA | Dick Hannah DealershipsVancouver, WA$4,000–$8,000Automotive Service Writers Compensation and Benefits: Automotive Service Writers Competitive Salary: 7% commission on individual customer pay/warranty/internal total parts and service adjusted gross, plus 1% commission on individual customer pay/warranty/internal of total parts and service adjust gross if bonus criteria for the month is met. Our Automotive Service Writers excel in bolstering service department business through expertly recommending and selling essential service to customers, while prioritizing exceptional customer service and fostering long-term client relationships that strengthen our "Believe in Nice" culture.
Love's Travel Stops & Country Stores IncService Advisor - Truck Care (Aurora, OR, US, 97002) Love's Travel Stops & Country Stores IncService Advisor - Truck Care (Aurora, OR, US, 97002)Aurora, ORWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
Love's Travel Stops & Country Stores IncService Advisor - Truck Care (Troutdale, OR, US, 97060) Love's Travel Stops & Country Stores IncService Advisor - Truck Care (Troutdale, OR, US, 97060)Troutdale, ORWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
Bank of MontrealSr. Treasury Advisor Bank of MontrealSr. Treasury AdvisorPortland, OR$51,800–$95,900 / yearBuilds and maintains strong long-term relationships with the banks high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
Teachers Insurance and Annuity Association of America (TIAA)Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPortland, OR$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
JPMorgan ChaseJ.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.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Vancouver, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Vancouver, WAVancouver, WAThis 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.
JPMorgan ChaseNewJ.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.
JPMorgan Chase & CoJ.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.
JPMorgan Chase & CoJ.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.
JPMorgan Chase & CoJ.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.
KeyCorpKPB Lead Institutional Advisor KeyCorpKPB Lead Institutional AdvisorPortland, OR$116,000–$216,000 / yearThe Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Bank of AmericaFinancial Solutions Advisor- Williamette Valley Bank of AmericaFinancial Solutions Advisor- Williamette ValleyLake Oswego, ORResponsibilities:** - Works 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 **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . 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 **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Salem/Financial-Solutions-Advisor--Williamette-Valley\_26003722-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
California Hydronics CorpNewASSOCIATE SERVICE ADVISOR - Vancouver, WA California Hydronics CorpASSOCIATE SERVICE ADVISOR - Vancouver, WAVancouver, WA$23–$28Full timeThe Associate Service Advisor is responsible for coordinating and/or dispatching jobs for the service technicians and outsourced Contract Service Companies (CSC’s), billing, answering phones, responding to customer issues, parts ordering, parts returns for warranty reimbursement, and parts tracking. Work with the service manager to review and manage time off from all service technicians to ensure that adequate coverage will be maintained throughout the year.
Circle Internet Financial LLCCustomer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorPortland, ORRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.