Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Camas, Washington$80,000–$105,000 / yearFull timeAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Camas, WA$80,000–$105,000 / yearAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Camas, Washington$80,000–$135,000 / yearFull timeYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Financial Advisor Mass Mutual NWFinancial AdvisorVancouver, WA$75,000–$125,000 / yearMassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. We provide training, licensing support, mentorship, and professional development to help you develop your business within the firm’s supported platform.
Financial Advisor Wealth Enhancement Group AcquisitionFinancial AdvisorClackamas, OR$110,000–$130,000 / 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.
Client Services Specialist First Tech Federal Credit UnionClient Services SpecialistHillsboro, OR$96,000–$102,000 / yearAddison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program.
Financial Planner MassMutual OregonFinancial PlannerLake Oswego, OR$50,000–$550,000 / yearA career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients.
Managing Director, Financial Advisor WealthBridge Financial GroupManaging Director, Financial AdvisorPortland, ORYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Financial Wellness Associate KeyCorpFinancial Wellness AssociatePortland, OR$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
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.
Director, Financial Planning Financial EnginesDirector, Financial PlanningPortland, OR$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociatePortland, ORPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
NewFinancial Professional Career Changers New York Life - Greater OregonFinancial Professional Career ChangersPortland, OR$97,000–$192,000 / yearFull timeLed by an award-winning leader who previously served as Managing Partner of New York Life's Nashville General Office, was named Partner of the Year in Alaska, and earned two consecutive Executive Council qualifications as an advisor, our team is built on mentorship, continuous learning, and accountability. At New York Life – Greater Oregon , our mission is to identify, recruit, and develop exceptional financial professionals, empowering them to achieve levels of success they may never have imagined through meaningful work that makes a lasting difference for clients, the office, and the community.
Personal Financial Counselor, Assignment Ready Counselor Oregon Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor OregonPortland, ORServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Aid Advisor - Portland Concorde Career Colleges, Inc.Financial Aid Advisor - PortlandPortland, Oregon$23–$25 / hourResponsibilities: Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements Assist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. Evaluate and process financial aid applications in accordance with federal, state, and institutional policies Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs.
Financial Aid Advisor Portland Concorde Career Colleges IncFinancial Aid Advisor PortlandPortland, OR$23–$25 / hourAssist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. High School diploma (or GED) (required) and one (1) year experience working in financial aid - or - associate degree in relevant field (preferred).
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Portland, OR$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Financial Solutions Advisor - Portland Metro Bank of America CorpFinancial Solutions Advisor - Portland MetroPortland, OR$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Portland Metro Portland, Oregon; Vancouver, Washington; Hillsboro, Oregon; Vancouver, Washington; Portland, Oregon; Vancouver, Washington; Vancouver, Washington; Battle Ground, Washington; Vancouver, Washington; Vancouver, Washington; Beaverton, Oregon; Portland, Oregon; Portland, Oregon; Portland, Oregon; Beaverton, Oregon Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBeaverton, OregonGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesPortland, OR$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.