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.
Service Advisor Camping WorldService AdvisorWood Village, 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.
Sr Mortgage Advisor - Vancouver/Portland Boeing Employees Credit UnionSr Mortgage Advisor - Vancouver/PortlandPortland, OR$54,800–$66,800 / yearIMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.
Beauty Advisor Ulta Beauty IncBeauty AdvisorVancouver, WA$17.13–$21.50 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Financial Aid & Military Benefits Advisor American College Of Healthcare Sciences, Inc.Financial Aid & Military Benefits AdvisorPortland, ORRemoteThis role serves as a Financial Aid Advisor and Veterans Certifying Official and provides comprehensive student financial guidance, including financial aid advising, military education benefits certification, scholarship coordination, and support in identifying external funding resources. Successful candidates will excel in a team environment where collaboration, positivity, and flexibility are valued; have a proven ability to think critically and be solution-oriented; demonstrate the ability to effectively technology; and believe in the power of education and the benefits of integrative health and wellness.
Prestige Beauty Advisor Ulta Beauty IncPrestige Beauty AdvisorVancouver, WA$17.50–$26 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
Part-Time or Seasonal Store Advisor, Portland On AGPart-Time or Seasonal Store Advisor, PortlandPortland, ORDeliver a premium, individualized customer experience rooted in our On Spirits and the Cloud CX philosophy to create meaningful moments for our fans. We move fast, stay agile, and always put our fans at the center of everything we do, ensuring that every interaction delivers a moment of WOW.
NewRemote Travel Advisor Roamarae Global TravelRemote Travel AdvisorHillsboro, OregonRemoteIn this role, you will help clients plan and book memorable travel experiences, including cruises, resort stays, and customized vacations. We are looking for enthusiastic and service-driven individuals to join our team as Remote Travel Advisors.
LensCrafters - EyeCare Advisor EssilorLuxottica SALensCrafters - EyeCare AdvisorTigard, ORIf you would like to provide feedback regarding an active job posting, or if you are an individual with a disability who would like to request a reasonable accommodation, please call the EssilorLuxottica SpeakUp Hotline at 844-303-0229 (be sure to provide your name, job id number, and contact information so that we may follow up in a timely manner) or email HRCompliance@luxotticaretail.com. LensCrafters is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions.
Specialty Beauty Advisor - Clinique Ulta Beauty, Inc.Specialty Beauty Advisor - CliniqueVancouver, Washington$20–$30 / hourFull timeWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
Service Advisor | Commissioned-Based - Gresham Subaru George Gee AutomotiveService Advisor | Commissioned-Based - Gresham SubaruGresham, ORIn this role, you'll be a key link between our service technicians and our guests-guiding customers through the service and repair process, communicating clearly, and ensuring a smooth, positive experience from start to finish. This position is ideal for someone with prior automotive service advising experience who is ready to build a long‑term career with a fast‑growing, respected dealership.
Mainline Service Advisor | Commission-Based - Tonkin Hillsboro Ford George Gee AutomotiveMainline Service Advisor | Commission-Based - Tonkin Hillsboro FordHillsboro, ORWhen you join the Tonkin Family of Dealerships, you become part of a well‑established automotive group that believes in investing in its people and building careers-not just filling positions. A 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.
Service Advisor | Salary + Commission - Ron Tonkin Toyota George Gee AutomotiveService Advisor | Salary + Commission - Ron Tonkin ToyotaPortland, ORA 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. Your background in automotive service advising and your ability to build lasting relationships make you a natural fit for a fast‑paced, growing environment.
Service Advisor Classic CollisionService AdvisorBeaverton, OregonIf you have a disability and you believe you need reasonable accommodation to search for a job opening or submit an online application, please e-mail recruiting@classiccollision.com or 450-500-6808. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty.
Beauty Advisor Sally Beauty 03268 Sally Beauty HoldingsBeauty Advisor Sally Beauty 03268McMinnville, ORThe position requires some physical exertion such as long periods of standing; walking; recurring bending, crouching, stooping, stretching, reaching, or similar activities; recurring lifting of moderately heavy items such as shipment or record boxes. By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen!
Beauty Advisor Sally Beauty 03593 Sally Beauty HoldingsBeauty Advisor Sally Beauty 03593Gresham, ORThe position requires some physical exertion such as long periods of standing; walking; recurring bending, crouching, stooping, stretching, reaching, or similar activities; recurring lifting of moderately heavy items such as shipment or record boxes. Job Description: By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen!
Service Technician/Advisor TrekService Technician/AdvisorPortland, OregonYou’ll troubleshoot repairs and service all kinds of bikes on the spot and install the awesome accessories customers select for their new bike! Because you’ll constantly be speaking with customers to evaluate issues and recommend repairs, we value fantastic hospitality skills above prior shop experience.
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.
Merchant Sales Advisor KeyCorpMerchant Sales AdvisorPortland, OR$48,000–$72,000 / yearConsult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs.
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.
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.
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.
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.
Beauty Advisor Ulta Beauty, Inc.Beauty AdvisorVancouver, Washington$17.13–$25 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Prestige Beauty Advisor Ulta Beauty, Inc.Prestige Beauty AdvisorBeaverton, OregonPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Portland, ORThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Service Advisor | Base + Commission - Tonkin Hillsboro Chrysler Jeep Dodge Ram George Gee AutomotiveService Advisor | Base + Commission - Tonkin Hillsboro Chrysler Jeep Dodge RamHillsboro, ORAs a Service Advisor, you'll play a critical role in our guests' experience-serving as the primary point of contact between customers and technicians, and helping keep our busy shop running smoothly and efficiently. A 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.
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.
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.
Senior Wealth Advisor Riverview Community BankSenior Wealth AdvisorVancouver, WA$145,000–$175,000 / yearActively 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. This individual will partner with business line leaders to develop and execute effective wealth management strategies targeted at acquiring, deepening, and retaining wealth management and banking clients.
Sr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USA OptivSr. 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 Tech Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearThis 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. The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorPortland, OR$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Highline Service Advisor Freeman MotorHighline Service AdvisorPortland, OregonThe Luxury Service Consultant is responsible for providing exceptional service to high-end clientele, ensuring their luxury needs and preferences are met with utmost professionalism. Must have good judgment and exceptional ability to establish and maintain effective personal relationships with supervisors, staff members, and customers.
Licensed Beauty Advisor - Part Time SephoraLicensed Beauty Advisor - Part TimePortland, ORJob ID: 284341Store Name/Number: OR-Downtown Portland (0734)Address:413 SW Morrison Street, Portland, OR 97204, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: Regular. While at Sephora, you'll enjoyInclusion & Belonging We pledge to create a beauty community where everyone's uniqueness is celebrated, respected, and honoredMeaningful Rewards Sephora offers comprehensive healthcare and wellbeing benefits based on eligibility; Details can be found Here$19.80
Beauty Advisor - Part Time SephoraBeauty Advisor - Part TimeTigard, ORJob ID: 292227Store Name/Number: OR-Bridgeport Village (1198)Address: 7397 Bridgeport Road Space #C-104, Tigard, OR 97224, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: Regular. While at Sephora, you'll enjoyInclusion & Belonging pledge to create a beauty community where everyone's uniqueness is celebrated, respected, and honoredMeaningful Rewards Sephora offers comprehensive healthcare and wellbeing benefits based on eligibility; Details can be found Here$18.00 - $20.50/hr.
Licensed Beauty Advisor - Full Time SephoraLicensed Beauty Advisor - Full TimeTigard, ORJob ID: 290683Store Name/Number: OR-Bridgeport Village (1198)Address:7397 Bridgeport Road Space #C-104, Tigard, OR 97224, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Full TimePosition Type: Regular. While at Sephora, you'll enjoyInclusion & Belonging We pledge to create a beauty community where everyone's uniqueness is celebrated, respected, and honoredMeaningful Rewards Sephora offers comprehensive healthcare and wellbeing benefits based on eligibility; Details can be found Here$19.80
Beauty Advisor - Part Time (Tigard, OR, US, 97224) SephoraBeauty Advisor - Part Time (Tigard, OR, US, 97224)Tigard, OR$18–$20.50 / hourQualifications/Experience Previous 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 Responsibilities Drive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora’s Beauty Services menu.
Beauty Advisor - Part Time (Portland, OR, US, 97204) SephoraBeauty Advisor - Part Time (Portland, OR, US, 97204)Portland, OR$18–$20.50 / hourQualifications/Experience Previous 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.
Wealth Management Advisor - Portland, OR TIAAWealth Management Advisor - Portland, ORPortland, OregonBusiness 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).
Licensed Beauty Advisor - Part Time (Vancouver, WA, US, 98662) SephoraLicensed Beauty Advisor - Part Time (Vancouver, WA, US, 98662)Vancouver, WA$19.80–$22.90 / hourKey Responsibilities Drive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora’s Beauty Services menu.
Licensed Beauty Advisor - Full Time (Tigard, OR, US, 97224) SephoraLicensed Beauty Advisor - Full Time (Tigard, OR, US, 97224)Tigard, OR$19.80–$22.90 / hourKey Responsibilities Drive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora’s Beauty Services menu.
Remote Sales and Service Advisor HMG CareersRemote Sales and Service AdvisorProgress, PARemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
Merchant Sales Advisor Keybank National AssociationMerchant Sales AdvisorPortland, OR$48,000–$72,000 / yearConsult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs.
Private Client Advisor Keybank National AssociationPrivate 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.
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.