NewIntern, Financial Planning - McMinnville, OR MarinerIntern, Financial Planning - McMinnville, ORMcMinnville, OregonThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Tigard, OR MarinerIntern, Financial Planning - Tigard, ORTigard, OregonThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Financial Planning and Analysis Analyst NovogradacFinancial Planning and Analysis AnalystPortland, Oregon$69,000–$93,000 / yearAbility to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities. Strong computer proficiency, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantOak Grove, TN$100,000–$150,000 / yearIn 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.
Financial Aid Counselor Warner Pacific UniversityFinancial Aid CounselorPortland, ORWarner Pacific University's Mission: Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students with an education that prepares them to engage actively in a constantly changing world. Central to Warner Pacific's identity as a Christ-centered higher education institution is the policy of hiring persons whose personal and professional lives reflect: A belief in the deity of and commitment to Jesus Christ and the Christian faith, as interpreted through the historic witness of Scripture and the continuing ministry of the Holy Spirit.
Financial Service Sales Assistant Columbia BankFinancial Service Sales AssistantPortland, OR$21–$30 / hourStaffing 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. A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients.
Orthodontic Financial Coordinator for Consulting Office Peniche & AssociatesOrthodontic Financial Coordinator for Consulting OfficeGresham, ORFull timeAttending Peniche team meetings and conference calls, in which they will share information, insights, and new approaches developed while working with clients. Attend and provide support, including logistics, for Lectures, Seminars, Workshops, Study Clubs, Society Meetings and Component Meetings.
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.
Team Based Financial Advisor - Eugene, OR / Hybrid Thrivent Financial for LutheransTeam Based Financial Advisor - Eugene, OR / HybridEugene, OR$70,000–$100,000 / yearThrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Director, Financial Planning Edelman Financial Engines LLCDirector, 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.
Quantitative Financial Analyst Boeing Employees Credit UnionQuantitative Financial AnalystOR$106,600–$130,100 / yearQuantitative and financial modeling expertise, with demonstrated experience developing, applying, or enhancing financial or statistical models; strong knowledge of fixed income, interest rate risk, valuation, duration, convexity, derivatives, and portfolio risk management; and advanced proficiency in Python and Excel/VBA. Demonstrated ability to independently solve complex and ambiguous problems, challenge assumptions, improve analytical approaches, and translate quantitative findings into clear insights for diverse audiences, with the curiosity and learning agility to quickly build knowledge across Treasury and financial concepts.
Sr. Financial Systems Analyst, Order to Cash Relativity ODA LLCSr. Financial Systems Analyst, Order to CashOR$88,000–$132,000 / yearRequired Skills: Applications Support, Business Needs, Cross-Functional Teamwork, End-to-End Testing, Financial Systems, Project Management, Security Management, System Administration, Vendor Management. At Relativity, our team members shape how industries uncover critical insights, ensure compliance, advance access to justice and continuously evolve our platform using the latest technologies, including cloud-native architectures, AI capabilities, and modern developer tooling.
Hospital Financial Analyst Lake District HospitalHospital Financial Analystlakeview, ORRevenue Cycle Team Support: Provide day-to-day analytical and operational support to the Revenue Cycle team, assisting with issue resolution, workflow questions, and process improvement initiatives. If currently on active-duty you must submit a certification of expected discharge or release from active-duty service under honorable conditions not later than 120 days after the date the certification is submitted.
Financial Reporting Accounting Analyst II - Remote PST KinderCare Learning Companies IncFinancial Reporting Accounting Analyst II - Remote PSTBeaverton, ORRemoteAt KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. Responsibilities: Prepare quarterly and annual financial statements, balance sheets, income statements, and cash flows, including related footnotes and supporting documentation.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, ORAlbany, ORGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Financial Advisor First Tech Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearThis role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth. The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions.
FWS- Financial Aid Office Assistant- Oregon's Pacific UniversityFWS- Financial Aid Office Assistant-Forest Grove, ORPurpose of Position: This is an in-person, part-time role that supports daily office operations, provides customer service to students/parents regarding financial aid, and aids in administrative tasks like data entry and scanning. General Qualifications: Communicates effectively and appropriately with a variety of customers, including students, faculty, staff, and the public.
Financial Advisor Wealth Enhancement Group AcquisitionFinancial AdvisorSalem, OR$100,000–$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 Salem 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.
Financial Planner Aldrich CPAs + Advisors LLPFinancial PlannerLake Oswego, OR$80,000–$105,000 / yearCareer progression within this role focuses on continued growth as a Financial Planner, including deepening technical expertise, expanding planning capabilities, and taking on greater complexity and responsibility, rather than progression into an Advisor role. Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
US E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic Analytics DeloitteUS E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic AnalyticsPortland, OR$102,500–$188,900 / yearThe team combines cloud computing, data science, artificial intelligence, strategic problem-solving, and institutional knowledge to deliver insights that inform critical business decisions and support the firm's growth. 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.