80 Results for

Financial Consultant Jobs in Oregon

Jobs

New!

Milton-Freewater, OR1 day ago

$100,000–$300,000 Per Year

You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.

New!

Portland, OR5 days ago

$33,000–$33,176 Per Year

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. We reasonably expect the base compensation offered for this position to range from an annual salary of $33,000-$33,176 subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.

New!

Portland, ORToday

$110,000–$120,000 Per Year

Additionally, the Pricing Consultant plays a key role in the support of business leaders by providing analysis and context on proposed deals resulting in great exposure to our Senior Vice Presidents and Executive Committee. This position is responsible for reviewing and coordinating pricing to new and existing clients within TTEC’s BPO segments with a primary focus on advising Sales, Finance and Operational leadership on details related to engagement pricing.

New!

Redmond, OR1 day ago

$100,000–$300,000 Per Year

DESCRIPTION: Generations Home Loans is seeking Home Loan Consultants who are passionate about helping buyers make confident financing decisions while building strong, referral-based relationships in the real estate community. You will work closely with real estate partners, internal lending teams, and borrowers to create a smooth mortgage experience and grow a sustainable book of business.

Bend, OR29 days ago

$75,000–$150,000

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.

Oak Grove, TN30+ days ago

$100,000–$150,000

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.

Remote, OR30+ days ago

Remote

You will build this function and provide critical input through reviewing and analyzing results, developing insightful suggestions for Executive Leadership (both internal and external), sourcing both growth initiatives and cost reductions, and informing company-wide strategic business decisions. Dissect complex business problems, collaborate with cross-functional stakeholders including client site leadership, operations, data analytics and Strategy team to provide analytics support, develop new analyses, and track results.

Salem, OR30+ days ago

Full-time

Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide). Provide referrals to financial resources, military aid programs, and support services.

Portland, Oregon13 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.

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, 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.

Walton, 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.

Happy Valley, OR30+ days ago

$21.68–$26.50 Per Hour

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In 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.

New!

Milwaukie, OR4 days ago

$21.68–$26.50 Per Hour

Tigard, OR30+ days ago

$21.68–$26.50 Per Hour

Portland, Oregon30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.

Beaverton, OR8 days ago

Physical Demands/ Environmental Condition** + Ability to work in club office; move about club floors and rooms + Occasionally required to demonstrate or explain proper physical fitness activities, techniques and procedures + Ability to communicate telephonically with members + Ability to access and operate company computer systems including: document preparation, data entry, read and interpret general and financial reports from a computer data base or email system + While performing the duties of this job, the team member will be regularly exposed to moving mechanical parts + Ability to work a varied schedule to support the needs of the business, including frequent extended workdays, weekends, and holidays may be required + Able to work in a loud environment **Travel Requirement** + Minimum travel may be required for training purpose and lead generation. **JOB SUMMARY** The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling approach of offering membership, fitness and retail products and services.

Salem, OR30+ days ago

Remote

$94,900–$130,500 Per Year

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.

La Grande, OR30+ days ago

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In 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.

Coos Bay, OR30+ days ago

$20–$22.50 Per Hour

Portland, OR30+ days ago

$20–$24.09 Per Hour

Beaverton, OR30+ days ago

$21.25–$28.32 Per Hour

Eugene, OR30+ days ago

$20–$22.50 Per Hour

Milwaukie, OR27 days ago

$28.99–$35.43 Per Hour

Hood River, OR26 days ago

$27–$33 Per Hour

The Dalles, OR25 days ago

$23.75–$29.03 Per Hour

Bend, Oregon9 days ago

Uncapped earning potential: Earn $70k$90k+ per year with uncapped commissions and performance based bonusesyour results directly drive your income. Transitional base draw: Receive guaranteed income to support your ramp-up period as you build your pipeline and then start earning commissions.

Salem, OR30+ days ago

Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

Portland, OR30+ days ago

Numerous firsts for humanity in fields such as fuel cells, electrification, space, software-defined vehicles, surgical robotics, and more all rely on Jama Connect® requirements management softwareto minimize the risk of defects, rework, cost overruns, and recalls. At Jama Software, we welcome passionate individuals who have the unrestricted right to work in the United States, including natural citizens and Green Card holders, and reside in eligible states to join our team.

Salem, OR30+ days ago

$25.48–$60.63 Per Hour

Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.

Lake Oswego, OR26 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.

Portland, OR28 days ago

Remote

$80,000–$115,000

Our strategic approach focuses on understanding our clients' operational challenges and inefficiencies, allowing us to recommend and implement the most suitable solutions tailored to their specific needs. As an ERP Consultant for Sage Intacct, you will be instrumental in guiding our clients through the journey of integrating this leading cloud-based financial management solution.

Beaverton, OR30+ days ago

We offer a number of accommodations to complete our interview process including screen readers, sign language interpreters, accessible and single location for in-person interviews, closed captioning, and other reasonable modifications as needed. In this role, you’ll lead the development and roll-up of multi-season fiscal and inventory plans across the total geo , integrating marketplace and consumer plans to deliver aligned financial targets.

New!

Canby, ORToday

This role is responsible for assessing regional community needs, identifying service gaps and engagement opportunities, and developing outreach strategies designed to improve awareness and utilization of Military OneSource services among Service members and their families. The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community.

New!

Portland, OR3 days ago

At Providence Medical Group, patients enjoy close-to-home access to dedicated providers in primary, specialty or urgent care clinics, with clinical and operational support from centralized Providence programs. You will work closely with pediatricians and OB/GYN providers to ensure smooth post-discharge follow-up for both mother and infant, delivering ongoing lactation support for families who c.

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.**

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.

Portland, Oregon8 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.

Hillsboro, Oregon12 days ago

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.

Tigard, OR9 days ago

Our Core beliefs: + Put people and partnerships first + Empower associates + Focus on solutions + Champion ideas that accelerate success + Deliver proof over promises Experience our award winning culture: + Top 15 national finalist on the Best Places to Work Multifamily + Certified as a Great Place to Work® since 2017 + Listed as one of the Best Workplaces in Real Estate + Ranked second on the 100 fastest-growing private companies in Washington by The Puget Sound Business Journal + Ranked 8 on the 2024 National Multifamily Housing Council (NMHC) Top 50 Managers List We're a fast-growing property management company with new opportunities popping up daily. About the lease-up leasing consultant position: We're looking for a talented leasing consultant who will be responsible for coordinating all activities related to apartment rentals, move-ins, move-outs, and lease renewals.

Salem, Oregon22 days ago

The Sekisui House U.S. team is a proud builder of the SHAWOOD, Richmond American Homes, Woodside Homes, Holt Homes, Hubble Homes, and Chesmar Homes brands. Drawing on Sekisui House's unparalleled history and superior service, we commit ourselves to a future where people around the world can live joyful lives in homes that are safe, secure, stylish and comfortable.

Hermiston, OR30+ days ago

Remote

Full-time

Join us as a Client Success Consultant and build a career offering Indexed Universal Life (IUL) policies, annuities, and life insurance to individuals looking for financial security. Why You’ll Love This Role: ✔ Fully remote – work from anywhere in the U.S. ✔ No cold calling – all leads provided.

New!

Eugene, OR1 day ago

$20–$22.50

Generates and handles traffic, qualifies prospective residents, leases apartments, prepares lease documentation, and completes move-in paperwork and processes. Inspects apartments prior to resident move-ins and ensures apartments are in move-in condition by coordinating move-in/out needs and schedules with the maintenance team.

Eugene, OR8 days ago

$22–$23

Portland, OR30+ days ago

$72,800–$145,530 Per Year

Lead delivery with electronics LCA projects from start to finish, including: + Researching and collecting life cycle inventory data, performing quality assurance, developing new datasets to fill data gaps. WSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant’s education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location.

PORTLAND, OR30+ days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others.

Portland, Oregon30+ days ago

With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. Through a direct-to-consumer model, we offer premium fiberglass products, personalized in-home consultations, and professional installation—making the window and door replacement process simple, seamless, and satisfying.

Portland, Oregon7 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.

Clackamas, OR19 days ago

The Microsoft Dynamics D365 Consultant at Pacific Seafood is a key role on our IT Group team supporting efforts to design, implement, test, optimize, and support enterprise business systems that drive operational efficiency and data-driven decision-making. Develop and document scalable system solutions using Finance, Supply Chain, Production Planning and related modules which meet business and technical requirements while simplifying and streamlining operations.

Lake Oswego, OR27 days ago

$102,000–$190,000 Per Year

Advanced level of proficiency: + Structuring Deals Expert level of proficiency: + Treasury Management + Cash Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Sales CRM + Problem Solving + Collaboration **Salary:** $102,000.00 - $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. + Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.

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Financial Consultant Jobs in Oregon

Jobs

Home Loan Consultant - Financial Services Background PreferredGenerations Home Loans

New Home ConsultantLennar Corporation

Pricing ConsultantTTEC

Home Loan ConsultantGenerations Home Loans

Financial Consultant , Financial AdvisorWealthBridge Financial Group

Financial ConsultantWealthBridge Financial Group

Financial Planning & Analysis Sr. Consultant (Pharmacy) - CHBoston Medical Center

Personal Financial CounselorLadgov Corporation

Financial AdvisorNorthwestern Mutual

Financial AdvisorFirst Technology Federal Credit Union

Fractional CFOB2Bcfo

Managing Director, Financial AdvisorWealthBridge Financial Group

Client Relationship Consultant 2 (Banker) - 82nd & Causey - Happy Valley, ORU.S. Bank

Client Relationship Consultant 2 (Banker) - Oak Grove - Milwaukie, OR (30 hrs)U.S. Bank

Client Relationship Consultant 2 (Banker) - King City - Tigard, ORU.S. Bank

Employee Benefits Sales ConsultantGallagher

Fitness Sales Consultant (Membership & Fitness Advisor)24 Hour Fitness, INC.

CenterWell Strategy & Operations Senior ConsultantHumana

Client Relationship Consultant 2 (Banker) - La Grande, ORU.S. Bank

Client Relationship Consultant 2 (Banker) - Coos Bay, OR (32hrs)U.S. Bank

Client Relationship Consultant 2 (Banker) - Portland (MLK Jr. Blvd), ORU.S. Bank

Client Relationship Consultant 3 (Banker) – Beaverton (158th & Walker), ORU.S. Bank

Client Relationship Consultant 2 (Banker) - Eugene (Bethel-Danebo), ORU.S. Bank

Client Relationship Consultant 4 (Banker) - Oak Grove - Milwaukie, ORU.S. Bank

Client Relationship Consultant 4 (Banker) - Hood River, ORU.S. Bank

Client Relationship Consultant 3 (Banker) - The Dalles, ORU.S. Bank

Outside Sales ConsultantDivinity Group LLC

Equity Plan ConsultantCBRE

Solutions Consultant, Aerospace & DefenseJama Software

NetSuite Senior Consultant — Software VerticalOracle

Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington MarketBank of America

Consultant - Sage Intacct (Remote)SWK Technologies

Lead Brand Merchandise Financial PlannerNike

Military Family Services Field Consultant, Canby OR area (BG26051639)The Bowen Group Inc.

Nurse Practitioner or Certified Nurse Midwife, Lactation ConsultantProvider Solutions & Development

Financial Solutions Advisor- Williamette ValleyBank of America

Senior Financial AnalystZGF Architects

Senior Consultant Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Insurance Sales ConsultantAltitude Development Group

Lease-Up Leasing ConsultantAvenue5 Residential, LLC

Rotating Sales ConsultantSekisui House U.S.

Remote Client Success ConsultantBeacon National Agency

Leasing ConsultantAvenue5 Residential, LLC

Floating Leasing ConsultantAvenue5 Residential, LLC

Senior Consultant–Electronics Life Cycle AssessmentWSP USA

Senior Lead Treasury Management Sales ConsultantWells Fargo

In-Home Sales ConsultantInfinity by Marvin

IT Audit, Cybersecurity & Risk Advisory Senior ConsultantBaker Tilly Advisory Group, LP

Microsoft Dynamics D365 ConsultantPacific Seafood

Sr. Treasury Payment Sales ConsultantBMO Financial Group

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