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You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Investment Consultant Bend, OR

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ADAPTED_NOW

You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. • Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.

Charles Schwab

Investment Consultant

Ivy Exec

Key responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.

Accenture Plc

Investment Banking Consultant

You''ll support the administration and growth of our Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds. Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.

YEAR

D.A. Davidson & Co.

Investment Solutions Consultant

Progressively responsible experience and demonstrated proficiency in complex financial analysis, financial planning, and business partnering are required for a level 3. Superb analytical and critical thinking skills, with demonstrated understanding of financial analysis concepts, financial planning techniques, and the ability to evaluate financial and operational information. Essential Duties & Responsibilities: Develops and supports annual companywide operating budgets, forecasts, and long-term financial plans, with primary responsibility for O&M expenses including payroll, non-payroll, shared services and other operating cost categories.

Northwest Natural Gas Company

Financial Consultant

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Serves as a lead consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects across multiple functional tracks or complex workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with key stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; discussing involvement of business processes (e.g. Performs complex data analyses to drive business initiatives by identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting advanced analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.

At Kaiser Permanente, we are relentless in our pursuit of excellence. Driven by our mission to provide the highest quality preventive medicine, we are committed to eliminating health care disparities, and to making lives better through innovation, technology, and research.

Our desire to deliver the best possible care inspires us to promote wellness among our members, communities, and each other. It also fuels our belief that everyone — regardless of circumstance — deserves access to affordable care, which further drives our motivation to expand our reach.

Founded nearly 80 years ago, our unique business model sets us apart — positioning us to drive improvements across the industry and around the world.

Kaiser Permanente

Enterprise Sales Solution Consultant - Channel (Consultant V) Durational Role

Northwest Natural Holding Co

We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. Additionally, candidates should have two or more years of relevant experience and be a Chartered Financial Analyst (CFA) or a Chartered Alternative Investment Analyst (CAIA) charter holder, or making progress toward their charter(s).

Meketa

Investment Analyst

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We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships.

WealthBridge Financial Group

Financial Consultant , Financial Advisor

Workable

In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals.

What You'll Do: As a ServiceNow Strategic Portfolio Management Technical Consultant, you will serve as the hands-on builder on ServiceNow Strategic Portfolio Management (SPM) engagements and pre-sales activities across the strategic planning and portfolio delivery landscape, including Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, and Application Portfolio Management. Technical & Platform Expertise: Strong technical knowledge of the ServiceNow platform (Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, Flow Designer, UI Builder, scoped applications, and Reporting/Performance Analytics).

Slalom Inc

Enterprise - ServiceNow SPM Technical Consultant

What You'll Do: As a ServiceNow Strategic Portfolio Management Business Process Consultant, you will serve as the voice of the business on ServiceNow Strategic Portfolio Management (SPM) engagements and pre-sales activities across the portfolio and work management landscape, including Strategic Planning, Demand Management, Project and Portfolio Management, Agile Development, Resource Management, Digital Portfolio Management, and Application Portfolio Management. Process & Platform Expertise: Strong functional knowledge of the ServiceNow platform (Strategic Planning Workspace, Portfolio Planning Workspace, Demand Management, Project and Program Workspaces, Agile Development, Resource and Capacity Management, Flow Designer, and Reporting/Performance Analytics).

Enterprise - ServiceNow SPM Business Process Consultant

Candidates 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. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

Corebridge Financial Inc.

Retirement Plan Consultant - Northeast IN

As a Senior Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and strategic account manager for our clients.

Marsh McLennan

Senior Lead Health & Benefits Consultant

You bring 10+ years of experience in employee benefit plans, ideally gained within a law firm, consulting firm, or corporate legal department, as well as demonstrated success communicating complex concepts through both client-facing advisory work and public speaking engagements. You will draft and review plan documents and participant disclosures, advise on nonqualified deferred compensation and health and welfare compliance matters, support clients in resolving compliance issues through IRS and DOL correction programs, and conduct legal and regulatory research to address complex benefits-related questions.

Milliman

Compliance Consultant

Sales Systems Consultant V - 2 Year Durational Role

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Financial Consultant - Vancouver, WA

For this role, we are hiring at the following levels and targeted base pay salary ranges: The targeted base pay for the below roles and locations are as follows: (Atlanta, Charlotte, Miami, Austin, Dallas, St. Louis, Minneapolis, Detroit, St. Louis, Chicago, Denver, Phoenix, Portland, Nashville). From strategy through delivery, our agile teams across 52 offices in 12 countries partner with clients to co-create powerful customer experiences, modern ways of working, and meaningful impact.

AI Strategist & Management Consultant

Our consultants play a critical role in the continued long-term growth of the company and spend a significant amount of time interacting with clients, coordinating and leading project team members and developing and contributing to work products and contract deliverables. Ability to assess a client's organization, strategic goals, governance structure and overall environment to facilitate delivery as well as contract renewals, expansion and new business opportunities.

Tria Federal

Staff Consultant II

GreenHouseAPI

Our consultants play a critical role in the continued long-term growth of the company and spend a significant amount of time interacting with clients, coordinating and leading project team members and developing and contributing to work products and contract deliverables. Seeks guidance and feedback from team members regarding work products, client needs and internal deliverables, and provides feedback to team members on deliverables and individual performance, as appropriate.

Investment Consultant Jobs in Oregon

Investment Consultant Bend, OR The Charles Schwab Corp

Investment Consultant Charles Schwab

Investment Banking Consultant Accenture Plc

Investment Solutions Consultant D.A. Davidson & Co.

Financial Consultant Northwest Natural Gas Company

Enterprise Sales Solution Consultant - Channel (Consultant V) Durational Role Kaiser Permanente

Financial Consultant Northwest Natural Holding Co

Investment Analyst Meketa

Financial Consultant , Financial Advisor WealthBridge Financial Group

Financial Consultant WealthBridge Financial Group

Enterprise - ServiceNow SPM Technical Consultant Slalom Inc

Enterprise - ServiceNow SPM Business Process Consultant Slalom Inc

Retirement Plan Consultant - Northeast IN Corebridge Financial Inc.

Senior Lead Health & Benefits Consultant Marsh McLennan

Compliance Consultant Milliman

Sales Systems Consultant V - 2 Year Durational Role Kaiser Permanente

Financial Consultant - Vancouver, WA Fidelity

AI Strategist & Management Consultant Slalom Inc

Staff Consultant II Tria Federal

Staff I Consultant Tria Federal

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