NewService Account Manager JobotService Account ManagerVancouver, WA$115,000–$130,000 / yearThis role focuses on developing long-term customer relationships, identifying service and maintenance opportunities, and serving as a trusted advisor to manufacturing facilities seeking to improve reliability, efficiency, and operational performance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager JobotProject ManagerPortland, OR$80,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. From public infrastructure and sitework to residential development, demolition, and aggregate materials, we offer end-to-end heavy civil capabilities backed by experienced crews and well-maintained equipment.
NewConstruction Sr. Project Manager (Heavy Civil) JobotConstruction Sr. Project Manager (Heavy Civil)Vancouver, WA$155,000–$170,000 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're recognized as one of the highest value industrial and mechanical construction contractors in the marketplace, handling complex infrastructure and critical plant processes.
NewTax Manager JobotTax ManagerPortland, OR$110,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will lead and coordinate tax engagements from planning through completion, ensuring high-quality deliverables and exceptional client service.
NewRN Case Manager - Oncology - On-Call Kaiser PermanenteRN Case Manager - Oncology - On-CallPortland, OR$53.28–$53.28Provide care coordination and management services for members with identified needs: Creatively using available and appropriate resources, including KP staff and providers, to support the unique needs of each member; Facilitating access to internal and external services; Monitoring the effectiveness of the interventions; and reinforces the treatment plan. The RN Case Manager provides a variety of nursing services both in person, by phone and via electronic media utilizing nursing process and leadership skills to address acute and chronic needs of Health Plan members and other patients of the Kaiser Permanente Health Care Program.
NewRN Case Manager - Oncology Kaiser PermanenteRN Case Manager - OncologyPortland, ORRemote$53.28–$53.28Provide care coordination and management services for members with identified needs: Creatively using available and appropriate resources, including KP staff and providers, to support the unique needs of each member; Facilitating access to internal and external services; Monitoring the effectiveness of the interventions; and reinforces the treatment plan. The RN Case Manager provides a variety of nursing services both in person, by phone and via electronic media utilizing nursing process and leadership skills to address acute and chronic needs of Health Plan members and other patients of the Kaiser Permanente Health Care Program.
NewTerritory Manager of Healthcare Partnerships - Washington/Oregon Mom's MealsTerritory Manager of Healthcare Partnerships - Washington/OregonPortland, ORRemote$78,836–$110,000Effectively present Mom’s Meals products and services to a variety of audiences including managed care organizations as well as case managers, social workers, physicians, nurses and dietitians. Consistently utilize company programs and systems to maximize and prioritize each of the qualified Tier account engagements and create efficient weekly sales routes to meet scheduled meetings, drop-ins, and client educational opportunities.
NewMulti-Specialty Area Sales Manager - Pacific Northwest LundbeckMulti-Specialty Area Sales Manager - Pacific NorthwestPortland, OR$180,000–$200,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
NewAccount Manager - Food & Beverage Ecolab Inc.Account Manager - Food & BeveragePortland, OR$84,300–$126,400 / yearBy partnering with facilities around the world, Ecolab Food & Beverage team members help F&B manufacturers advance their food safety & quality goals, optimize water management and maximizing productivity with innovative chemistries, advanced digital solutions, and unparalleled service and expertise. Ecolab Food & Beverage professionals play pivotal roles in delivering these outcomes, helping our customers conserve more than 161 billion gallons of water and prevent more than 8 million foodborne illnesses per year.
NewAssistant Nurse Manager (LPN or RN) Fora Health IncAssistant Nurse Manager (LPN or RN)Portland, ORProvides information & education about nursing care of patients with substance use disorders, harm reduction, and trauma informed care to nursing & PCA staff and nursing students. Collaborates with 3.7 Residential (Wolfpack Program) staff on the care of Wolfpack patients in transitional beds in the withdrawal management unit, ensuring smooth transitions to residential floor.
NewDistrict Manager DrivelineDistrict ManagerPortland, OR$43,888–$45,000The ideal candidate will enjoy traveling to retail store locations, engaging with employees and store personnel, and ensuring quality project execution for key merchandising initiatives such as category resets, new item cut-ins, product stocking, audits, and data / photo collection. We are seeking a highly motivated, results-driven Retail Operations Manager to lead a team of 100+ hourly merchandising associates, covering 200+ retail locations within a specific market area.
NewProject Manager Michael Page USAProject ManagerVancouver, WA$100,000–$120,000 / yearFull timeA well-established, privately held real estate investment and development firm that focuses heavily on multifamily housing in major metropolitan markets across the U.S. The company is known for a vertically integrated model, meaning they handle development, construction, property management, and investment internally. Computer Skills: Proficient with Microsoft Office; Microsoft Project and experience with Project Management software preferred.
NewOperations Manager Trainee - Fleet Services Ryder SystemOperations Manager Trainee - Fleet ServicesTigard, OR$65,000–$65,000Compensation Information : The compensation offered to a candidate may be influenced by a variety of factors, including the candidate’s relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. You may receive phone calls, text messages, or emails that appear to be from Ryder or other trusted organizations, but it is important that you remain vigilant when responding to these as they may be scams in which fraudsters try to obtain your personal information for malicious purposes (known as “Phishing”) .
NewRN Case Manager - Occupational Health Kaiser PermanenteRN Case Manager - Occupational HealthPortland, OR$53.28–$53.28Provide care coordination and management services for members with identified needs: Creatively using available and appropriate resources, including KP staff and providers, to support the unique needs of each member; Facilitating access to internal and external services; Monitoring the effectiveness of the interventions; and reinforces the treatment plan. The RN Case Manager provides a variety of nursing services both in person, by phone and via electronic media utilizing nursing process and leadership skills to address acute and chronic needs of Health Plan members and other patients of the Kaiser Permanente Health Care Program.
NewRegional Sales Manager MOC Products Company, Inc.Regional Sales ManagerPortland, ORResponsible for coordinating regional sales and training on chemical, auto accessories, fluid maintenance equipment, and technology offerings, including installation and virtual support for Electronic Service Menu, ProSystems Reporting, and related reporting and contesting products. Analyze sales statistics, represent company at trade meetings, coordinate liaison between departments, prepare manuals, and draft sales reports.
Project Manager BC ForwardProject ManagerVancouver, WA$43–$50.95 / hourFull timeThe ideal candidate will have strong experience in customer support operations, large-scale program delivery, and cross-functional stakeholder management and a proven ability to design and operationalize support models, define KPIs, and drive end-to-end support readiness across regions. Lead and oversee delivery of large, complex customer-facing programs across single or multiple regions, including high-risk initiatives with legal, commercial, and operational considerations.
NewCommercial Pest Control (Route Manager)- We Train You! Sprague Pest SolutionsCommercial Pest Control (Route Manager)- We Train You!Portland, OR$22–$28 / hourThe Route Manager will develop cordial professional relationships with clients to fully understand their unique business challenges, offer knowledgeable guidance, recommend actions, and solve a wide variety of pest management problems. The Route Manager will develop professional relationships with clients to understand their unique business challenges, offer knowledgeable guidance, recommend actions, and solve a wide variety of pest management problems.
Manager Workplace Operations Cambia Health SolutionsManager Workplace OperationsVancouver, WAFull timeThe successful candidate will be responsible for ensuring the smooth operation of our facilities, managing vendor relationships and develop and implement workplace strategies and support services to successfully align Cambia culture, workspace, technology and workplace practices all while providing exceptional customer service to our employees and visitors - all in service of creating a person-focused health care experience. * Workplace Strategy: In collaboration with the Director Real Estate & Facilities, develop and implement short and long-range Workplace Strategy, identifying alternative solutions to minimize costs, maximize space optimization, attract and retain employees and address employee trends of the future.
Strategic Sourcing Manager (Indirect) Cambia Health SolutionsStrategic Sourcing Manager (Indirect)Vancouver, WAFull timeThe Strategic Sourcing Manager II would have a Bachelor's degree in business, supply chain management, or related field and 7 years sourcing and contracting experience or related field. * Prior experience in all elements of sourcing and category management for indirect services, including professional services and business process outsourcing.
Pharmacy Operations Program Manager or Sr DOE Cambia Health SolutionsPharmacy Operations Program Manager or Sr DOEVancouver, WAFull timeBachelor's degree in business, health administration, or related field and 5+ years of progressive experience in operational/business management, project/program management in healthcare, healthcare insurance operations or other large complex industries, and/or vendor management, or equivalent combination of education and experience. As a member of the Pharmacy Services Operations team, our Pharmacy Operations Program Managers oversee complex pharmacy benefit programs, manage vendor relationships, and drive operational excellence - all in service of creating a person-focused health care experience.
Branch Manager (Vancouver Experience Center) First Tech Fed Credit UnionBranch Manager (Vancouver Experience Center)Vancouver, WAFull timePartner with Assistant Managers in handling all aspects of XC operations (including monthly self-audit, general ledger audits, balancing debit cards, locating transactional errors, cash and vault balancing, negotiable items). The Branch Manager oversees all aspects of the daily operations of the branch, deepening and acquiring member relationships and ensuring member service levels are consistently exceeded.
Title Manager - Hybrid role First American Title Insurance CompanyTitle Manager - Hybrid roleVancouver, WA$85,000–$113,300 / yearFull timeActs as a liaison with Escrow/Branch managers and leaders of other functions/ operations/ business units and provides feedback and resolution on escalated issues, process issues/changes and results. First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans.
Senior Project Manager Otak Inc.Senior Project ManagerVancouver, WA$131,000–$170,000 / yearFull timeAs a senior member of our Transportation and Infrastructure Group, you will lead projects from concept through construction, guide multidisciplinary teams, and collaborate with clients to deliver safe, sustainable, and community-focused transportation solutions across Oregon and Southwest Washington. You will build a community-centered portfolio by shaping and delivering municipal roadways, multi-use trails, bridges, underpasses, and civic improvements, while engaging in purpose-driven work that enhances community connectivity and environmental quality.
Property Manager Advantage Technical Services, IncProperty ManagerVancouver, WA$35–$35.01 / hourFull timeAt Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. As part of RGF Staffing and Recruit Group, anHRpowerhouse behind big names like Indeed and Glassdoor, we've got the muscle and the know-how to get you where you want to go.
Assistant Property Manager Advantage Technical Services, IncAssistant Property ManagerVancouver, WA$25–$25.01 / hourFull timeBy applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact.
Part Time Child Care Program Manager (La Center School District) Right At SchoolPart Time Child Care Program Manager (La Center School District)Ridgefield, WA$23–$25 / hourPart timeRight At School has been providing safe, fun, and meaningful extended day enrichment programs for more than a decade, and today we serve more than 35,000 students in 17 states across the country. A passion and drive that inspire a love for learning & the ability to engage children in learning activities in a fun and interactive way.
Part Time Childcare Program Manager - Evergreen School District in Vancouver Right At SchoolPart Time Childcare Program Manager - Evergreen School District in VancouverVancouver, WAPart timeRight At School has been providing safe, fun, and meaningful extended day enrichment programs for more than a decade, and today we serve more than 35,000 students in 17 states across the country. A passion and drive that inspire a love for learning & the ability to engage children in learning activities in a fun and interactive way.
Health Care Services Program Manager Cambia Health SolutionsHealth Care Services Program ManagerVancouver, WAFull timeExcellent communication and facilitation skills with all levels of the organization, including the ability to resolve complex issues, build consensus among groups of diverse stakeholders, manage strategic partner relationships, and effectively lead and engage internal teams in the fulfillment of roles and responsibilities. As a member of the Health Care Services team, our Health Care Services (HCS) Program Manager provides direction, oversight and organization to ensure overall success of one or more complex clinical programs (e.g.
Studio Lead/Branch Manager Automation and Control Strategies Group, INC. dba ACS Professional StaffingStudio Lead/Branch ManagerVancouver, WAFull timeOur client, a well-established architecture and engineering firm, is seeking a talented and experienced licensed Architect or Engineer to join their dynamic team. This Studio Lead/Branch Manager will oversee branch operations, manage project delivery, and ensure profitability and client satisfaction.
LensCrafters - Assistant Manager LUXOTTICA OF AMERICA INCLensCrafters - Assistant ManagerVancouver, WA$22.41–$34.95 / hourFull timeDelivers quality & improvement to exceed all key performance indicators (KPIs):o Comp Sales, % Sales to Plan; Conversion & Customer Count, Comp Growth; Increased Traffic; Store Operating Profitability; Continuity of Care, Exam Growth & Retention Goals; Net Promoter Score; Current year objectives* Strong understanding of retail business translating to positive sales, business results & understanding the market & competitors* Supports store business plans to maximize sales & profit* Partner with store manager to lead & develop team* Delivers clear, constructive, timely feedback & partners with Store Manager on development* Executes visual directives & maintains store appearance* Maintains positive working relationship with doctors* Promotes team compliance to all policies* Performs administrative duties* Works a flexible schedule, including nights & weekends. * High School graduate or equivalent* 1+ year(s) management/supervisory experience with direct reports* Knowledge of retail operations, processes & policies* Strong basic math skills * Familiarity with cash register, computers & calculators* Must have a strong command of the English language for all written correspondence & oral communication* Strong communicator & listener* Demonstrated high-level of selling skills* Proven ability to problem solve.
Engineering Project Manager 3 Automation and Control Strategies Group, INC. dba ACS Professional StaffingEngineering Project Manager 3Vancouver, WAFull timeCollaborate with manager and internal stakeholders to facilitate the tasks and activities of project team(s) and to properly understand related business needs, dependencies on other initiatives, and how best to effectively deploy end products. The position will be responsible for managing the integration and execution of transmission capital initiatives, including telecommunications projects, as well as Non-Electric Facilities (NEF) and Security-related capital and expense projects.
Survey Project Manager, Marine Services David Evans and AssociatesSurvey Project Manager, Marine ServicesVancouver, WAFull timeIf you are a recruiter, search agency, or otherwise wish to refer a candidate to DEA, you will not be compensated in any way for your referral of a candidate to DEA without an active and signed written agreement in place in advance with DEA Human Resources. As a member of our team, you will have the opportunity to cultivate and develop your skills and work alongside talented colleagues who are committed to improving the quality of life while demonstrating stewardship of the built and natural .
Manager of Accounting (OR) Georgia-PacificManager of Accounting (OR)Vancouver, WAFull timeGeorgia-Pacific is a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. Collectively we serve as the fiduciary and analytical business partner to our operations teams and leveraged capabilities, with support from Centers Of Excellence in Manufacturing Cost & Analysis, Internal Financial Controls, and Capital Accounting.
Trade Development Manager The Odom CorporationTrade Development ManagerVancouver, WAFull timeRequired to regularly stand, walk, lift product floor to waist, shoulder to overhead, use hands to finger, handle, or feel objects tools or controls; reach with hands and arms; and talk or hear. Spearhead supplier communication with local sales teams and manage suppliers' engagement in the market, managing events, market work, target lists, surveys, and sales meetings.
Area Manager - Paper EcolabArea Manager - PaperVancouver, WAFull timeConstruct business plans incorporating essential market drivers and all obtainable analytics, whilemonitoringand adjustingplanaccording to shifts, emerging conditions, and threats to the business. Providecontinuouscoaching and developmentteamof sales engineers and technical service representatives to create andmaintainvalue in the heavy industrial segment.
NewSenior Commercial Relationship Manager - 1783059 Management Recruiters of SpokaneSenior Commercial Relationship Manager - 1783059Portland, OregonEngages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting effort, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. A Senior Relationship Manager has a proven ability to attract and retain quality clients and develop complex relationships that require a high degree of skill and banking acumen (e.g., strong negotiating skills, and the ability to provide/offer complex treasury solutions), along with leadership traits and the ability to effectively mentor teammates/team members.
NewSr Relationship Manager Columbia BankSr Relationship ManagerVancouver, WA$133,000–$240,000 / yearMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Software Relationship Manager Global Payments IncSoftware Relationship ManagerBeaverton, ORDuring the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Activities include explaining our value proposition and demonstrating our cloud based Point of Sale solution, upselling current clients on other Global Payments products and services, and maintaining regular communication with the Point of Sale District Manager.
NewCommercial Relationship Manager II-IV Washington Trust BankCommercial Relationship Manager II-IVPortland, OR$101,575–$152,363 / yearPart timeProactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services.
NewCommercial Relationship Manager II-IV Washington Trust Bank Wealth ManagementCommercial Relationship Manager II-IVPortland, OR$101,575–$152,363 / yearSales/Business Development: Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services.
JPMorgan Private Client Relationship Manager, Vice President- Portland, OR JPMorgan Chase & CoJPMorgan Private Client Relationship Manager, Vice President- Portland, ORPortland, ORLook for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerPortland, OR$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. 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.
Middle Market Relationship Manager II Columbia BankMiddle Market Relationship Manager IILake Oswego, OregonStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners.
Sr Relationship Manager Columbia Banking System IncSr Relationship ManagerVancouver, WA$133,000–$240,000 / yearAbout You: Education Experience More than 10 years - of relevant Middle Market lending experience and proven track record of exceeding performance in developing business in the Middle Market segment and industry (Required) 4-7 years - of high performance experience serving commercial clients with $25MM+ annual revenue (Preferred) Skills Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions.
Relationship Manager - Vancouver, WA FidelityRelationship Manager - Vancouver, WAPortland, WashingtonRemotePlease 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.
Senior Commercial Relationship Manager Banner BankSenior Commercial Relationship ManagerLake Oswego, OR$151,017–$177,667 / yearIn addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank.
Commercial Relationship Manager II Banner BankCommercial Relationship Manager IIPortland, OR$111,952–$154,493 / yearResponsible for complying with policies procedures security requirements and government regulationsEducation & CertificationsBachelors Degree Accounting Business Economics Law Computer Science or other related field required an equivalent combination of education and experience may be consideredExperience6 or more years of experience in commercial credit analysis or business development required. Commercial Relationship Manager IILake Oswego Oregon Vancouver Washington Portland OregonCommercial - Commercial & Industrial Lending Full Time - Salary HybridApply for this jobMore than 135 years ago we started with core values that never go out of style listen learn and help businesses and individuals reach their goals.
NewCPTS Public Sector Relationship Manager U.S. BancorpCPTS Public Sector Relationship ManagerGresham, OR$111,600–$136,400 / yearIn 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. You will play a key role in growing spend volume and revenue by identifying new opportunities, strengthening existing partnerships, and delivering a high-touch client experience.
Business Banking Relationship Manager 3 U.S. BancorpBusiness Banking Relationship Manager 3Portland, OR$105,400–$124,000 / yearU.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Strong client relationships are based on trust, assessing and attending to clients banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each clients unique goals and needs.