39 Results for

Financial Advisory Jobs in Progress, OR

Jobs

New!

Portland, OR5 days ago

$90,000–$100,000 Per Year

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. This individual will play a crucial role in managing our IT budgets and costs, overseeing RFIs and RFPs, and ensuring the effective utilization of our ERP systems.

New!

Portland, OR5 days ago

$90,000–$100,000 Per Year

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. Our offerings support the movement, positioning, and management of diverse loads, helping customers address complex operational needs across multiple sectors.

Vancouver, WA30+ days ago

Full-time
Employee

The role conducts financial analysis and forecasting for capital, expense, and reimbursable programs to ensure compliance with capitalization and expense policies, and works collaboratively with stakeholders across the organization, including Executives, Management, Finance, Project Managers, Account Executives, Customer Service Engineers (CSEs), and other federal agency officials. * Conduct data analysis and reporting for one or more of the following End of Year and Start of Year Reporting, Quarterly Business Review, Integrated Program Review, Lease Finance Program, Finance Committee Executive Management, Finance, Management Assertion, Target Tracking, Capital Investment Acquisition.

Vancouver, WA30+ days ago

Full-time
Employee

As a member of the Strategic Finance team, our The Strategic Financial Analyst Lead serves as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting; prepares financial analysis and support such as cost-benefit, return on investment and capital resource analysis for new business opportunities, proposals, contracts, or product development; supports cost savings and process improvement efforts; provides financial governance and oversight. * Develops complex financial models and analysis using advanced analytical techniques and financial systems; provides business with solid alternatives to broad, complex and unusual issues; readily modifies or adjusts techniques to meet new situations.

Vancouver, WA29 days ago

Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver, Washington; Salem, Oregon; Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Portland/Merrill-Advisor-Development-Program---Financial-Advisor--Oregon---SW-Washington-Market\_26014758-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Portland/Merrill-Advisor-Development-Program---Financial-Advisor--Oregon---SW-Washington-Market\_26014758-2) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Tualatin, OR30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Portland, OR30+ days ago

$135,000–$170,000
Full-time

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Beaverton, OR30+ days ago

$72,000–$110,000 Per Year
Full-time

Location: Based out of the Cornell Experience Center OR Cedar Hills Experience Center |Beaverton/Hillsboro, ORTarget 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). Member 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.

Portland, Oregon11 days ago

Baker 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. 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.

Portland, Oregon16 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Vancouver, WA18 days ago

$80,000–$239,200

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.

Portland, Oregon11 days ago

Lake Oswego, OR30+ days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Lake Oswego, OR30+ days ago

Responsibilities:** - 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 recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Salem/Financial-Solutions-Advisor--Williamette-Valley\_26003722-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Lake Oswego, OR19 days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego, OR Market Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Portland, Oregon16 days ago

Portland, Oregon10 days ago

Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker 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.

Portland, Oregon16 days ago

Gresham, Oregon16 days ago

$95,000–$100,000

This position plays a critical role in ensuring financial transparency, cost optimization, disciplined vendor management, and strategic decision support across IT initiatives. This is a unique, high-impact role that blends IT financial planning and analysis with vendor and contract management across a global technology environment.

Lake Oswego, OR30+ days ago

$60,000–$85,000 Per Year

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. The Financial Analyst will provide finance support including planning/forecasting, variance analysis, product profitability, and reporting to Commercial Bank leaders and supporting teams.

Vancouver, WA23 days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Gresham, Oregon22 days ago

$96,000–$100,000

Portland, Oregon30+ days ago

Lake Oswego, OR18 days ago

The ideal candidate will possess strong analytical skills and a proven ability to manage budgets, execute strategic initiatives, and guide executives toward achieving key performance indicators. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

New!

Vancouver, wa4 days ago

$33.66–$38.09 Per Hour

6 months of direct work experience in a financial analysis capacity, including all aspects of project support/analysis is required6 months of experience in the following: Financial forecastingWorking knowledge of automated data systems (i.e., ERPs like PeopleSoft and Asset Suite). AZAD is looking for bright, talented, flexible, and customer centric problem solvers who enjoy the challenges associated with solving the most complex problems by utilizing the most sophisticated technologies and strong people skills.

Camas, Washington30+ days ago

$85,000–$135,000 Per Year

You 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.

Portland, OR30+ days ago

Full-time

Support development of longer-term financial models with complex assumptions or relationships; coordinates with other departments to ensure model assumptions/outputs align across the organization. Develop and maintains internal managerial reporting to support management and other internal stakeholders; identifies, designs and implements process improvements of reporting or financial modeling.

Vancouver, WA13 days ago

$75,000–$125,000 Per Year

The company promotes the concept of "Living mutual," which emphasizes the importance of depending on one another to achieve fulfillment and security. MassMutual.com) includes additional information about its offerings, and interested applicants can learn more by visiting this site.

Camas, Washington30+ days ago

$80,000–$130,000 Per Year

As 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.

Vancouver, WA30+ days ago

Job Order: 03600-0013419330 Requirements + Bachelor's degree in Finance, Accounting, Economics, or a related field + 5 or more years of progressive financial analysis experience + Strong financial modeling and analytical skills + Advanced Excel skills and experience with financial systems or ERP tools + Ability to communicate complex financial concepts clearly to non-finance partners + Self-motivated with strong attention to detail and organizational skills Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Portland, Oregon30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Beaverton, OR30+ days ago

$125,000–$175,000

You’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.

Beaverton, OR30+ days ago

Full-time

Requirements: Bachelor's degree or higher in Business, Finance, Accounting, or a related field (or equivalent combination of education, training, and experience). Assist in preparing timely and accurate financial reports to support strategic analysis, budgeting, and forecasting.

Beaverton, OR30+ days ago

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Vancouver, WA18 days ago

$66,000–$74,880 Per Year

Base Compensation: $66,000/yr - $74,880/yr (Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location) This posting will be active from: 05/04/2026 - 07/01/2026 We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. **Requisition ID:** 180677 **Job Level:** Entry Level **Home District/Group:** Northwest District **Department:** Operational Finance **Market:** Transportation **Employment Type:** Full Time **Position Overview** Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion?

New!

Portland, Oregon3 days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Camas, Washington30+ days ago

$140,000–$200,000 Per Year

As the Senior Transformation Program Manager, you will work as the delivery lead to help execute our key technology initiatives by partnering with teams across the business and technology. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.

Beaverton, OR30+ days ago

Remote

$30–$45

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

Vancouver, WA30+ days ago

$30–$35 Per Hour

conducting due diligence, etc) + Obtaining customer financial information + Accepting and/or entering securities trade orders from customers, including unsolicited trade orders + Explain, discuss, or interpret insurance coverage; analyze exposures or contracts + Indicate to customer that requested coverage is or will be bound or issued + Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts + Support questions and transactions with variable insurance and annuities products, if appropriately licensed + Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications + Previous administrative/secretarial experience desired + Must be securities registered (series 7 & 66 or 6 & 63). This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.

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