Branch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsPortland, ORKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
NewSenior Investment Advisor, CFP Hybrid Wealth Strategy Lead Sanctuary Wealth GroupSenior Investment Advisor, CFP Hybrid Wealth Strategy LeadPortland, OR$100,000–$150,000 / yearSanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its Portland office. The ideal candidate has over 7 years of experience, particularly with high-net-worth clients, and holds a CFP® designation.
Financial Advisor Northwestern MutualFinancial AdvisorSalem, 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.
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.
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 - Klamath Falls, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, ORKlamath Falls, 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 - 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 - 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 - 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 - Oregon City, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OROregon City, ORUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - 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 - 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.
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 - Bend, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bend, ORBend, 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 - Corvallis, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, ORCorvallis, 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.
NewInvestment Portfolio Analyst Columbia BankInvestment Portfolio AnalystLake Oswego, OR$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerBeaverton, ORKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Oregon & SW Washington MarketPortland, OregonEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerOR$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
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. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorMedford, ORThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteORRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
NewFinancial Advisor First Technology Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearFull timeMember 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. Target 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) .
Financial Solutions Advisor- Williamette Valley Bank of America CorpFinancial Solutions Advisor- Williamette ValleyEugene, ORResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsThis position is open for the entire market and the specific Financial Center location will be based on business needs.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorMedford, ORThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Financial Advisor - Eugene, OR Country FinancialFinancial Advisor - Eugene, OREugene, 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, 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 - 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 - Corvallis, OR COUNTRY FinancialFinancial Advisor - Corvallis, ORCorvallis, 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.
Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial CenterPortland, OregonJob Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Corporate Counsel - Wealth Management - Personal Trust and Investments Attorney U.S. BancorpSenior Corporate Counsel - Wealth Management - Personal Trust and Investments AttorneyGresham, OR$133,365–$156,900 / yearThis posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
Financial Solutions Advisor Registration Candidate- Williamette Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Williamette Valley MarketEugene, ORBack to search results Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Corvallis, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Salem, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon; Portland, Oregon Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Partner, Senior Wealth Advisor Mercer AdvisorsPartner, Senior Wealth AdvisorPortland, 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. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Financial Advisor Trainee Raymond James Financial IncFinancial Advisor TraineeBend, ORBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
NewFund Advisor Fish NetworkFund AdvisorPortland, OR$75,000–$200,000Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonORRemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Financial Solutions Advisor Stage II - Registration Candidate - Portland Metro Bank of AmericaFinancial Solutions Advisor Stage II - Registration Candidate - Portland MetroPortland, OregonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorPortland, OR$45,000–$100,000 / yearWe know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.
Licensed Financial Advisor Assistant Peak Credit UnionLicensed Financial Advisor AssistantEugene, OregonManages account setup from submission of application to client delivery, which includes preparing all paperwork, tracking account status, fulfilling missing requirements, ensuring account/policy is issued, funds are received and that the client’s file is complete for compliance needs. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes.
NewPartner, Senior Wealth Advisor (Hybrid - Portland) Mercer AdvisorsPartner, Senior Wealth Advisor (Hybrid - Portland)Portland, OREssential Job Functions Manage a team of Wealth Advisors and LeadersCollaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influenceAct as a senior community business development officer, generating new clients through referrals and direct outreach, especially UHNW prospectsIdentify and lead cultural integration of acquired wealth‑management practicesParticipate as a contributing member to regional and executive leadership teams through committees and strategic initiativesEducation Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus. Certifications Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 considered.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorOR$90,000–$110,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Private Client Advisor KeyCorpPrivate Client AdvisorSalem, ORFINRA 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. • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Keys clients and Key.
Wealth Advisor - Banner Bank LPL Financial Holdings IncWealth Advisor - Banner BankEugene, OR$70,000–$90,000 / yearJob Overview: 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. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
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.
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.
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.
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).
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonHermiston, ORCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate Wealth Advisor Focus Financial PartnersAssociate 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.