NewFinancial 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.
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 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/Senior Client Services Specialist Aldrich CPAs + Advisors LLPClient Services Specialist/Senior Client Services SpecialistLake Oswego, OR$36.05–$45.67 / hourAldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager - Transaction Advisory ServicesPortland, OR$179,000–$262,000 / 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.
Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPManager - 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.
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.
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 Solutions Advisor - Portland Metro Bank of AmericaFinancial Solutions Advisor - Portland MetroPortland, OregonUS - WA - Battle Ground - 2500 W MAIN ST - BATTLE GROUND BANKING CENTER (WA0107), US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING CENTER (WA0119), US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109), US - WA - Vancouver - 3308 Ne Auto Mall Dr - FOURTH PLAIN BC (WA0105), US - WA - Vancouver - 3317 SE 192nd Ave - SE 192nd BC (WA0122), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110), US - WA - Vancouver - 7407 Ne Highway 99 - HAZELDELL BC (WA0106). 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.
Business Development Manager - Financial Wellness Solutions PNC BankBusiness Development Manager - Financial Wellness SolutionsPortland, OregonPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningPortland, Oregon$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.
Financial Professional - Seeking Athletes New York Life - Greater OregonFinancial Professional - Seeking AthletesPortland, ORFull 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.
Financial Professional Career Changers New York Life - Greater OregonFinancial Professional Career ChangersPortland, ORFull 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 Center Manager Bank of AmericaFinancial Center ManagerWest Linn, OregonKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerLake Oswego, OregonWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Corporate Financial Analyst Columbia BankCorporate Financial AnalystLake Oswego, OregonAssist the finance manager and other analysts with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses requested by senior/executive management. 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.
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.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Portland, ORThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Corporate Financial Analyst Columbia Banking System, Inc.Corporate Financial AnalystLake Oswego, OR$60,000–$110,000 / yearAssist the finance manager and other analysts with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses requested by senior/executive management. 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.