ASSOCIATE 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.
ERP Business Advisor - Vista Trimble IncERP Business Advisor - VistaORRemote$99,600–$137,000 / yearWhether 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.
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, 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.
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.
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.
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.
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.
Financial 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.
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.
Medicare Advisor The Baldwin Group Insurance Holdings, LLCMedicare AdvisorVancouver, WA$20–$24 / hourp>The 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.
Associate 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.
Investment Advisor Associate Columbia Credit UnionInvestment Advisor AssociateVancouver, WashingtonAssists management by working closely with Columbia CU marketing and Broker Dealer compliance departments to ensure Investments and Insurance Group advertising and materials are reviewed and approved by Broker Dealer then properly archived per document retention requirements. Duties include executing insurance and investment buy and/or sell orders for assigned clients and taking appropriate action on behalf of Advisors on their clients’ accounts, maintaining files, preparing client documents and researching client issues.
Investment Advisor Representative Columbia Credit UnionInvestment Advisor RepresentativeVancouver, WashingtonPromote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Flexibility to work evenings and weekends, including possible Saturday in-branch appointments, conducting workshops/seminars, attending training, Columbia CU business meetings, and attending community networking and fundraising events supported by Columbia CU.
NewENT Practice Management Advisor GN Store Nord ASENT Practice Management AdvisorVancouver, WARemoteWe're proud to offer a comprehensive package designed to support your personal, professional, and financial goals: Competitive Pay: Salary range is $90,000.00-$100,000.00 per year dependent on experience, plus a $75 monthly cell phone allowance and a performance-based incentive plan. Maintain consistent engagement across all assigned practices on a defined check-in cadence, and drive member retention by delivering the guidance and outcomes that demonstrate the value of Audigy membership.
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.
NewClient Advisor/Account Manager Covenant Technology SolutionsClient Advisor/Account ManagerPortland, ORWe are seeking a client-focused advisor to build and maintain strong relationships with our customers and ensure they receive clear value from our services. To achieve this, you must be literate in the topics forward in business leaders minds, including cybersecurity, copilot readiness, and initial AI and Azure virtual desktop conversations.
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.
Financial 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.
Financial Advisor - Vancouver, WA COUNTRY FinancialFinancial Advisor - Vancouver, WAVancouver, WashingtonCOUNTRY 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.
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.
Mortgage Advisor CrossCountry Mortgage LLCMortgage AdvisorPortland, ORThe collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. CrossCountry 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.
Associate Wealth Management Advisor - Gresham, OR U.S. BancorpAssociate Wealth Management Advisor - Gresham, ORGresham, OR$65,000–$80,200 / yearDevelops 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.
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.
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.
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).
Sr. 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.
Wealth Advisor (Portland, OR) Mercer AdvisorsWealth Advisor (Portland, OR)Portland, OregonOur 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. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Senior 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.**
Customer 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.
KPB 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.
Home Comfort Advisor Sun Glow Inc.Home Comfort AdvisorPortland, OR$150,000–$200,000 / yearFull timeWe're looking for a motivated, customer-focused Home Comfort Advisor, who enjoys helping homeowners make informed decisions about their comfort, energy efficiency, and indoor air quality. Sun Glow Inc. continues to expand its presence and customer base, creating exciting opportunities for sales professionals who want more than just a job.
Leisure Travel Advisor CI AzumanoLeisure Travel AdvisorVancouver, WASales 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.
Wealth Advisor- Portland/Lake Oswego Carson GroupWealth Advisor- Portland/Lake OswegoLake Oswego, OregonIf you are passionate about providing ï¬nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients ï¬rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
Automotive 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.
Performance 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.
Main 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.
Service Advisor | Base + Commission - Tonkin Gresham Hyundai Gee Automotive CoService Advisor | Base + Commission - Tonkin Gresham HyundaiGresham, OR$7,500–$10,000 / yearA variety of voluntary benefit options, including Short and Long-Term Disability, Critical Illness, Accident, Pet, as well as additional life insurance for you and your family. Corporate requirements: Must be 18 years or older with a valid driver's license and clean driving record, able to pass a criminal background check, and a pre-employment drug screen.
Service 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.
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.
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 - 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.
Private Client Advisor KeyCorpPrivate Client AdvisorPortland, ORCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
NewHR Advisor AbleLightHR AdvisorPortland, ORProvides day-to-day guidance, coaching and support to management and staff regarding employee relations issues, performance management, policies and procedures and interpretation of employment laws, while maintaining a positive employee-employer relationship and promoting a high level of employee engagement. Creates and maintains necessary reporting required for each state or region and participates in responding to state survey record requests for IDD employees.
Private Client Advisor KeyBankPrivate Client AdvisorLake Oswego, OREducation** + High School Diploma or equivalent experience (required) or + Bachelor's Degree (preferred) **Licenses and Certifications** + FINRA Security Industry Essentials (SIE) Upon Hire (required) + FINRA License S7 Upon Hire (required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
NewService Advisor Camping WorldService AdvisorHillsboro, OregonThe pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress.
Standby Letter of Credit Advisor - Operations U.S. BancorpStandby Letter of Credit Advisor - OperationsGresham, OR$86,360–$101,600 / yearThe Standby Letter of Credit Advisor serves as a subject matter expert, providing guidance on structuring requests, reviewing legal documentation, and delivering a high level of customer service through clear, professional communication with internal and external partners. 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.
Sr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USA Optiv Security IncSr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USAPortland, ORRemote$200,000–$250,000 / yearCSA has extensive real-world knowledge and can design pragmatic Identity Governance, Digital Access Management (MFA/SSO), Privileged Access Management and Identity Orchestration security solutions tailored to each client's unique environment and provide our clients and sellers with consistent security expertise on all sales opportunities. Advance sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale.
Financial Advisor First Technology Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearFull timeLocation: Based out of the Cornell Experience Center OR Cedar Hills Experience Center |Beaverton/Hillsboro, ORTarget 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). Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.