Investment Consultant - Bend, OR Charles SchwabInvestment Consultant - Bend, ORBend, ORYou’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
Senior Accounting & Finance Consultant / CFO CFSSenior Accounting & Finance Consultant / CFOBeaverton, OR$100–$150 / hourThey are seeking a seasoned accounting professional to serve in a high-impact advisory capacity, partnering closely with the Director of Finance and ownership group. Analyze WIP, COGS, AP, and AR data, asking probing questions and providing actionable feedback rather than simply reviewing and approving results.
Home Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredAlbany, OR$150,000–$300,000 / yearYou 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.
Home Loan Consultant Generations Home LoansHome Loan ConsultantRedmond, OR$150,000–$300,000 / yearDESCRIPTION: 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.
New Home Consultant Lennar HomesNew Home ConsultantBend, OR$33,000–$33,176 / yearFull timeLennar 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.
Financial Consultant , Financial Advisor WealthBridge Financial GroupFinancial Consultant , Financial AdvisorGresham, ORWe 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.
Netsuite Financials Consultant DeloitteNetsuite Financials ConsultantPortland, OR$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Consultant - Vancouver, WA FidelityFinancial Consultant - 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.
Financial Consultant Oregon Health & Science UniversityFinancial ConsultantPortland, ORProvides financial input in the development and continuous evaluation of short- and long-term strategic financial objectives and associated plans including but not limited to collective bargaining, long-term plan, institutional quarterly forecast, and mission-level budget targets. Financial subject matter expert to Human Resources department on collective bargaining, compensation strategy and planning, benefits strategy and planning, and management staffing decision impacts for integration into financial plans and presentation to executive leadership.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSBeaverton, ORAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)OR$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantOak Grove, TNIn 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.
Netsuite Financials Senior Consultant DeloitteNetsuite Financials Senior ConsultantPortland, OR$110,700–$218,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Consultant Davis Family FinancialFinancial ConsultantOregonThrough our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Netsuite Financials Consultant Deloitte Touche Tohmatsu LtdNetsuite Financials ConsultantPortland, OR$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Services Consultant I - Floater Oregon State Credit UnionFinancial Services Consultant I - FloaterPhilomath, ORThis includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals. Our Financial Services Consultant role is heavily relationship-based with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest.
NewFinancial Services Consultant I Oregon State Credit UnionFinancial Services Consultant IWoodburn, ORThis includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals. Our Financial Services Consultant role is heavily relationship-based with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest.
Workday Certified Financials WSS/CLM/Evisort Consultant Accenture PlcWorkday Certified Financials WSS/CLM/Evisort ConsultantBeaverton, ORAs a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making it reality where it matters.
Workday Financials Sr Consultant Deloitte Touche Tohmatsu LtdWorkday Financials Sr ConsultantPortland, OR$116,000–$229,100 / yearExperience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines Ability to work independently, manage small engagements or parts of large engagements. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required.
Netsuite Financials Senior Consultant Deloitte Touche Tohmatsu LtdNetsuite Financials Senior ConsultantPortland, OR$110,700–$218,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.