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 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.
ERP Business Advisor - Vista Trimble IncERP Business Advisor - VistaLake Oswego, ORYoull work on projects that truly matter: Our purpose-driven culture means youll be helping to build and deliver solutions that make work faster, safer, and more sustainable for millions of people worldwide. Whether its helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress.
Temporary Business Advisor - Bilingual English/Spanish Hacienda CDCTemporary Business Advisor - Bilingual English/SpanishPortland, ORIf so, we offer:A mission focused on connecting low-income households and communities of color to new opportunities that support youth, families, and people on their journeys to start a business or buy a home. We embrace a holistic approach to development and serving Latinos throughout the region with programs in community economic development, homeownership, and youth and family services.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorPortland, OR$95,000–$110,000 / yearp>Competitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorPortland, OregonCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Business 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, ORp>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
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.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorLake Oswego, OR$90,000–$130,000 / yearClick the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Our Lake Oswego office in Oregon is looking for a VP Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorOR$90,000–$110,000 / yearp>WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Financial Advisor Northwestern MutualFinancial AdvisorPortland, Oregon$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
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.
US 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.
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.
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 - Tigard, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Tigard, ORTigard, 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 - 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 - Portland, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Portland, ORPortland, ORThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - 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.
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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorCamas, WAli>Full-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 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.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteORRemote$55,000–$100,000 / yearp>As a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerOR$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Senior Home Lending Advisor-Sherwood, OR JPMorgan Chase & CoSenior Home Lending Advisor-Sherwood, ORSherwood, ORp>Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorGresham, OR$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
Associate Wealth Management Advisor - Gresham, OR U.S. BancorpAssociate Wealth Management Advisor - Gresham, ORGresham, OR$65,000–$80,200 / yearp>Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Mortgage Advisor CrossCountry MortgageMortgage AdvisorPortland, OregonCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. The Mortgage Advisor oversees and is directly involved in the loan process from start to finish in efforts to aid CrossCountry Mortgage borrowers to the best financial program.
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.
Financial Advisor - Hillsboro, OR Country FinancialFinancial Advisor - Hillsboro, ORHillsboro, ORp>COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Tualatin, OR Country FinancialFinancial Advisor - Tualatin, ORTualatin, ORp>COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Vancouver, WA COUNTRY FinancialFinancial Advisor - Vancouver, WAVancouver, WashingtonOur insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.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 - 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 - 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 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 / yearTo view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards. Builds 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.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.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.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.Customer Accounts Advisor The Aaron's Co IncCustomer Accounts AdvisorVancouver, WA$18.50–$19.50 / hourAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.Financial Aid Advisor - Portland Concorde Career Colleges, Inc.Financial Aid Advisor - PortlandPortland, Oregon$23–$25 / hourResponsibilities: Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirementsAssist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. Evaluate and process financial aid applications in accordance with federal, state, and institutional policiesDetermine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs.Licensed Beauty Advisor - Part Time (Tigard, OR, US, 97223) SephoraLicensed Beauty Advisor - Part Time (Tigard, OR, US, 97223)Tigard, OR$19.80–$22.90 / hourKey ResponsibilitiesDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Qualifications/ExperienceAn active license to provide waxing, makeup, and false application services in the state where the services are being performed.Beauty Advisor - Part Time (Tigard, OR, US, 97224) SephoraBeauty Advisor - Part Time (Tigard, OR, US, 97224)Tigard, OR$18–$20.50 / hourQualifications/ExperiencePrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.Licensed Beauty Advisor - Part Time (Portland, OR, US, 97204) SephoraLicensed Beauty Advisor - Part Time (Portland, OR, US, 97204)Portland, OR$19.80–$26 / hourKey ResponsibilitiesDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Qualifications/ExperienceAn active license to provide waxing, makeup, and false application services in the state where the services are being performed.12345Similar Job SearchesAcquisitions Manager JobsBusiness Assistant JobsBusiness Coach JobsBusiness Development Manager JobsBusiness Development Representative JobsBusiness Owner JobsBusiness Partner JobsCommercial Manager JobsCompliance Coordinator JobsCompliance Director Jobs
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 - 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 - 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 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 / yearTo view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards. Builds 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.
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.
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.
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.
Customer Accounts Advisor The Aaron's Co IncCustomer Accounts AdvisorVancouver, WA$18.50–$19.50 / hourAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Financial Aid Advisor - Portland Concorde Career Colleges, Inc.Financial Aid Advisor - PortlandPortland, Oregon$23–$25 / hourResponsibilities: Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirementsAssist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. Evaluate and process financial aid applications in accordance with federal, state, and institutional policiesDetermine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs.
Licensed Beauty Advisor - Part Time (Tigard, OR, US, 97223) SephoraLicensed Beauty Advisor - Part Time (Tigard, OR, US, 97223)Tigard, OR$19.80–$22.90 / hourKey ResponsibilitiesDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Qualifications/ExperienceAn active license to provide waxing, makeup, and false application services in the state where the services are being performed.
Beauty Advisor - Part Time (Tigard, OR, US, 97224) SephoraBeauty Advisor - Part Time (Tigard, OR, US, 97224)Tigard, OR$18–$20.50 / hourQualifications/ExperiencePrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Part Time (Portland, OR, US, 97204) SephoraLicensed Beauty Advisor - Part Time (Portland, OR, US, 97204)Portland, OR$19.80–$26 / hourKey ResponsibilitiesDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Qualifications/ExperienceAn active license to provide waxing, makeup, and false application services in the state where the services are being performed.