Branch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsPortland, ORKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Tax Senior JobotTax SeniorVancouver, WA$85,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established, 13-person public accounting firm located in Vancouver, Washington, specializing in tax planning and compliance for individuals, families, real estate investors, and closely held businesses.
Service Account Manager (Paper & Pulp) JobotService Account Manager (Paper & Pulp)Vancouver, WARemote$115,000–$130,000 / yearThis role focuses on developing long-term customer relationships, identifying service and maintenance opportunities, and serving as a trusted advisor to manufacturing facilities seeking to improve reliability, efficiency, and operational performance. Whether your background comes from maintenance, operations, engineering, field service, or technical sales, success in this role comes from understanding customer challenges and helping them improve plant performance through service-based solutions.
Territory Manager II Swisher International, Inc.Territory Manager IIPortland, ORWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
Associate Director Influencer Management Media.MonksAssociate Director Influencer ManagementPortland, OR$90,000–$100,000 / yearBeyond campaign leadership, you will play a critical role in growing the influencer marketing practice by identifying opportunities to expand existing client partnerships, developing innovative solutions, and supporting new business efforts through strategic proposals and client pitches. By deploying bespoke intelligent agents across disciplines and delivering culturally relevant, high-impact creative and digital solutions, Monks solves key critical business challenges across the entire brand enterprise to help brands sustain long-term impact.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorPortland, OR$95,000–$110,000 / yearCompetitive 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 Performance Advisor Avid Business Performance GroupBusiness Performance AdvisorVancouver, BC$100,000–$150,000 / yearIf you're an experienced business leader who wants to help ambitious business owners build stronger businesses while building an exceptional long-term career, we'd welcome the opportunity to meet you. As Avid Business Performance Group expands across British Columbia, advisors who consistently deliver outstanding client results, demonstrate leadership, and strengthen our culture may be invited to pursue partnership opportunities within the organization.
Business Advisor (Casual) Portland Community CollegeBusiness Advisor (Casual)Portland, OregonWith four comprehensive campuses, five workforce training and education centers, and 200 community locations in the Portland metropolitan area, our unique role is to make high-quality education accessible to everyone, creating opportunities for our students and contributing to the economic development of our community. Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act), you may view Portland Community College’s (PCC) most recent Annual Security Report (ASR) on the Department of Public Safety website.
Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Oregon & SW Washington MarketPortland, OR$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon; Eugene, Oregon; Anchorage, Alaska; Vancouver, Washington; Salem, Oregon; Lake Oswego, Oregon Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorPortland, OR$95,000–$110,000 / yearCompetitive 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.
Lead Teller KeyBankLead TellerVancouver, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Block Advisors Tax Advisor - Immediate Hire H&R BlockBlock Advisors Tax Advisor - Immediate HireMILWAUKIE, ORBuild year-round client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels can provide tax notice services + Circular 230 associates can provide audit representation + Grow your tax expertise Required Qualifications + 5+ years of tax experience + Experience completing individual tax returns + Tax planning and audit support + Ability to effectively communicate in person and virtually + Comfort working with virtual tools - video conferencing and chat + Experience working in a fast-paced, supportive environment + Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent + Must complete continuing education requirements and meet all other IRS and applicable state requirements 1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Preferred Qualifications + CPA or Enrolled Agent certification + Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience + Bachelor's degree in accounting or related field Why work for us At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere.
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.
Vice President, Cambia Health Foundation Cambia Health SolutionsVice President, Cambia Health FoundationVancouver, WAFull timeServe as a strategic advisor to senior leaders and the Board of Directors on community investment priorities, social impact strategy, and philanthropic opportunities and risks. As a people leader, you are willing to learn and grow, understanding that leadership is a craft that is continuously honed as you support your team and the lives that depend upon us.
Commercial Banking Officer Heritage BankCommercial Banking OfficerVancouver, WAFull timeHeritage Bank's Commercial Banking Center in Vancouver, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
New["Wealth Advisor","Wealth Advisor"] Wilmington Trust["Wealth Advisor","Wealth Advisor"]Portland$116,400–$194,000 / yearEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
New["Wealth Advisor","Wealth Advisor"] M&T Bank["Wealth Advisor","Wealth Advisor"]Portland$116,400–$194,000 / yearBachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
New["Client Advisor- Portland","Client Advisor- Portland"] Tiffany &["Client Advisor- Portland","Client Advisor- Portland"]Portland$18.79–$25.42 / hourHold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client's experience extraordinary. We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.
New["Customer Service Advisor - Portland","Customer Service Advisor - Portland"] Scrubadub Auto Wash Centers["Customer Service Advisor - Portland","Customer Service Advisor - Portland"]PortlandComplete necessary side-work and house-keeping items including cleaning the lot, and some basic maintenance work in the carwash. Customer Education, Engagement and Sales: Greet every customer and advise them on best services and products for cleaning and maintaining their vehicle.
New["Business Development Representative","Business Development Representative"] Aprio["Business Development Representative","Business Development Representative"]Portland$85,000–$110,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Your primary focus will be on managing inbound lead flow, qualifying early-stage opportunities, developing draft price quotes, and executing outbound campaigns to generate new business opportunities for the SOC/ISO and CMMC practices.
Financial 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.
Financial 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.
New["Business Development Specialist","Business Development Specialist"] Oliver Wyman["Business Development Specialist","Business Development Specialist"]BeavertonFrequent travel to visit new/existing/prospective clients in the territory, working closely with underwriting and Business Development Team management to ensure a superior level of service for our clients and their insureds. To achieve this, you will utilize your existing network of agency partners, and insights obtained through comprehensive research to engage with accounts in Busa specific region or industry.
NewFinancial Advisor Northwestern MutualFinancial AdvisorPortland, Oregon$61,000–$250,000 / yearFull timeNorthwestern 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.
Associate 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.
J.P. Morgan Advisors - Senior Client Associate - Portland, OR JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Portland, ORPortland, ORProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
New["Business Development Representative (Bytagig LLC)","Business Development Representative (Bytagig LLC)"] Exemplar Companies["Business Development Representative (Bytagig LLC)","Business Development Representative (Bytagig LLC)"]ClackamasThe Business Development Representative (BDR) role at Bytagig is a field-based, outbound sales position responsible for generating new business and building a pipeline across Oregon through direct prospecting, in-person meetings, networking, and referral partnerships. The role requires high dailyactivity, strong relationship-building skills, and disciplined execution with CRM reporting, as success is driven entirely by performance in a commission-based, uncapped earning environment focused on aggressive growth.
Financial Advisor - Tualatin, OR Country FinancialFinancial Advisor - Tualatin, ORTualatin, 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.
Financial 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.
NewFinancial 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.
NewWealth Advisor (Portland, OR) Mercer AdvisorsWealth Advisor (Portland, OR)Portland, Oregon$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
New["Strategic HR Business Partner","Strategic HR Business Partner"] IMA Financial Group["Strategic HR Business Partner","Strategic HR Business Partner"]Portland$130,000–$160,000 / yearAs a trusted advisor to business leaders, the HRBP provides strategic guidance on workforce planning, organizational effectiveness, leadership capability, succession, performance, and talent investment decisions that enable business growth and execution. The HRBP leverages business acumen, workforce insights, and deep partnerships to help leaders anticipate talent needs, address organizational challenges, and build high-performing teams.
Medicare 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.
J.P. Morgan Wealth Management - Private Client Advisor - Hazel Dell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Hazel Dell, WAVancouver, WAFull 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OROregon City, 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.
NewAssociate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorPortland, OregonBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
NewFinancial Advisor First Technology Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearFull timeTarget Compensation in Oregon: $72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production) . This role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth.
New["Business Development Director - Design & Engineering Services","Business Development Director - Design & Engineering Services"] Celestica["Business Development Director - Design & Engineering Services","Business Development Director - Design & Engineering Services"]PortlandRemote$147,000–$175,000 / yearToday, Celestica delivers innovative supply chain solutions globally to customers in strategic two operating and reporting segments: Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CC): ATS: This segment serves customers in complex, regulated and high-reliability markets such as Industrial & Smart Energy, Aerospace & Defense, Semiconductor Capital Equipment, and HealthTech. Our growing Advanced Technology Solutions (ATS) organization focuses on applying Celestica's advanced capabilities, knowledgeable people and innovative tools to enable companies in each of our market segments with highly complex, mission critical applications to improve their competitive advantage.
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).
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 - 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 - 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 - 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 - 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 - 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.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteORRemote$55,000–$100,000 / yearAs 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.
Financial 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.
Wealth Advisor AprioWealth AdvisorPortland, OR$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.