Fidelity InvestmentsNewFinancial Consultant- Beaverton, OR Fidelity InvestmentsFinancial Consultant- Beaverton, ORPortland, ORSalesPlease 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorSalem, Oregon$61,000–$250,000 / yearNorthwestern 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.
Country FinancialFinancial Advisor - Eugene, OR Country FinancialFinancial Advisor - Eugene, OREugene, ORCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Country FinancialFinancial Advisor - Medford, OR Country FinancialFinancial Advisor - Medford, ORMedford, ORAccredited Asset Management Specialist (AAMS) • Chartered Financial Analyst (CFA) • Certified Public Accountant (CPA) • Certified Financial Planner (CFP) • Chartered Financial Consultant (ChFC) • Bachelors Degree • 2+ years of experience in the insurance and or financial services industry • 5+ years of business ownership or managerial experience. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
WealthBridge Financial GroupManaging Director, Financial Advisor WealthBridge Financial GroupManaging Director, Financial AdvisorPortland, OR$125,000–$175,000You’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.
Bank of AmericaFinancial Solutions Advisor- Williamette Valley Bank of AmericaFinancial Solutions Advisor- Williamette ValleyLake Oswego, ORResponsibilities:** - 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.**
First Technology Federal Credit UnionFinancial Advisor First Technology Federal Credit UnionFinancial AdvisorBeaverton, OR$72,000–$110,000 / yearFull timeLocation: 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.
Sunrise Systems IncNewMerchandise Planner 3 Sunrise Systems IncMerchandise Planner 3Beaverton, ORIn addition, you'll develop monthly forecasts of sales and inventory for all basic and fashion styles and will develop strategies to meet department financial goals and own open to buy forecasts. In addition, you'll participate in a team structure that facilitates and maximizes individual and team performance, supporting and fostering an open and inclusive environment that embraces diversity, encourages accountability, and drives toward results.
eTeam Inc.NewAssortment Planner eTeam Inc.Assortment PlannerBeaverton, OR$40–$46.50 / hourIn addition, you'll develop monthly forecasts of sales and inventory for all basic and fashion styles and will develop strategies to meet department financial goals and own open to buy forecasts. In addition, you'll participate in a team structure that facilitates and maximizes individual and team performance, supporting and fostering an open and inclusive environment that embraces diversity, encourages accountability, and drives toward results.
Sunrise Systems IncStrategic Planner 5 Sunrise Systems IncStrategic Planner 5Beaverton, ORThis leader will translate brand vision into actionable marketplace strategies, establish clear roles for each channel, and drive alignment across global and geo teams to ensure disciplined, consistent execution. This role sits at the intersection of product, consumer, and distribution-defining how and where the brand shows up to maximize growth, elevate brand distinction, and create a seamless, differentiated consumer experience globally.
Kroger CorporateAssistant Planner, GM Kroger CorporateAssistant Planner, GMPortland, ORFull timeExecute the assortment plan and buyer's vision by allocating product to multiple store formats (department, marketplace, expanded, food), and utilizing various allocation software (James Donald Armstrong (JDA), Enterprise Allocator, etc.). From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names.
Kforce Inc.NewMerchandise Planner 3 Kforce Inc.Merchandise Planner 3Beaverton, OR$40.25–$42.25Kforce has a client located in Beaverton, Oregon who is looking for a Merchandise Planner 3. In this role, you'll establish clear stock and sales plans that tell a story for the season and collaborate with merchandising and business units to develop and communicate a comprehensive strategy that aligns future financial plans and product opportunities. In addition, you'll participate in a team structure that facilitates and maximizes individual and team performance, supporting and fostering an open and inclusive environment that embraces diversity, encourages accountability, and drives toward results.
HireTalentNewMerchandise Planner 3 HireTalentMerchandise Planner 3Beaverton, ORThe ideal candidate will have prior retail planning experience, strong analytical skills, advanced Excel capabilities, and the ability to translate complex data into actionable business insights. This role will play a critical part in driving inventory, sales, and assortment planning strategies while supporting product forecasting, pricing, and inventory management activities.
EMPWRProduction Planner EMPWRProduction PlannerMcMinnvilleFull timeAdditionally, the Production Planner (PP) is expected to help the business meet its sales, inventory management and operations objectives by using advanced analytical skills combined with a detailed understanding of production business operations to provide key performance measures and reports that drive focus on relevant production processes that support adherence and attainment. Reporting to the Vice President of Supply Chain, the Production Planner will be responsible to meet EMPWR’s protein bar production goals relating to production scheduling, material planning, line capacity management, and inventory management to drive an efficient production line process to support operational, financial, and customer requirement goals.
Ladgov CorporationPersonal Financial Counselor Ladgov CorporationPersonal Financial CounselorSalem, ORFull timeLocation: Salem, Oregon (Anderson Readiness Center & various military locations statewide). Provide referrals to financial resources, military aid programs, and support services.
Macpower Digital Assets Edge Private LimitedDemand Planner Direct Assortment Macpower Digital Assets Edge Private LimitedDemand Planner Direct AssortmentBeaverton, OR$40–$45.33 / hourKey responsibilities include developing pre-season style color plans to support business and consumer goals, and optimizing in-season performance through robust rolling forecasts and collaborative weekly planning with marketplace partners. Who You Will Work With: You will work with teams in Assortment Planning, Merch Financial Planning, Marketplace, and Finance to create robust rolling forecasts based on both quantitative and qualitative sales, inventory, and margin data.
Kroger Co.Assistant Planner, GM Kroger Co.Assistant Planner, GMPortland, ORFull timeExecute the assortment plan and buyer's vision by allocating product to multiple store formats (department, marketplace, expanded, food), and utilizing various allocation software (James Donald Armstrong (JDA), Enterprise Allocator, etc.). From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names.
inSync StaffingNewMerchandise Planner 3 inSync StaffingMerchandise Planner 3Beaverton, OR$40–$42.85 / yearThis role partners closely with merchandising and business teams to develop financial plans, analyze business performance, and provide actionable insights that drive profitability and consumer-focused product assortments. Overview Seeking an Assortment Planner to support retail planning, inventory management, forecasting, and pricing strategies.
Net2SourceBusiness Operations and Corporate Services - Strategic Planner 5 Net2SourceBusiness Operations and Corporate Services - Strategic Planner 5Beaverton, OR$65–$70 / hourThis leader will translate brand vision into actionable marketplace strategies, establish clear roles for each channel, and drive alignment across global and geo teams to ensure disciplined, consistent execution. This role sits at the intersection of product, consumer, and distribution-defining how and where the brand shows up to maximize growth, elevate brand distinction, and create a seamless, differentiated consumer experience globally.
Georgia-PacificElectrical/Instrumentation Maintenance Planner Georgia-PacificElectrical/Instrumentation Maintenance PlannerToledo, ORFull timeAs a Koch company and leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. • Experience using Microsoft Office Suite such as Excel (create/modify spreadsheets), Word (create/modify documents), and PowerPoint (prepare/present presentations), and Outlook (email correspondence).
Georgia-PacificMechanical Maintenance Planner Georgia-PacificMechanical Maintenance PlannerToledo, ORFull timeAs a Koch company and leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. • Experience using Microsoft Office Suite such as Excel (create/modify spreadsheets), Word (create/modify documents), and PowerPoint (prepare/present presentations), and Outlook (email correspondence).
Principle Choice Solutions LLCFinancial Assistant Principle Choice Solutions LLCFinancial AssistantSalem, ORFull timeFamiliarity with military culture and associated financial topics to include - Blended Retirement system (BRS), Thrift Savings Plan (TSP), Service member Group Life Insurance (SGLI), State and Federal VA home loans, militarily special pay and incentives, and State and Federal tax exemptions/implications for military members in various duty statuses. The incumbent works in an office environment that is not substantially exposed to adverse environmental conditions such as heat, cold, or extreme noise.
Integrated Resources, IncSr. Strategic Planner Integrated Resources, IncSr. Strategic PlannerBeaverton, ORThis leader will translate brand vision into actionable marketplace strategies, establish clear roles for each channel, and drive alignment across global and geo teams to ensure disciplined, consistent execution. This role sits at the intersection of product, consumer, and distribution-defining how and where the brand shows up to maximize growth, elevate brand distinction, and create a seamless, differentiated consumer experience globally.
US Tech Solutions, Inc.Strategic Planner 5- #26-10811 US Tech Solutions, Inc.Strategic Planner 5- #26-10811Beaverton, OR$65–$70 / hourThis leader will translate brand vision into actionable marketplace strategies, establish clear roles for each channel, and drive alignment across global and geo teams to ensure disciplined, consistent execution. This role sits at the intersection of product, consumer, and distribution-defining how and where the brand shows up to maximize growth, elevate brand distinction, and create a seamless, differentiated consumer experience globally.
Macpower Digital Assets Edge Private LimitedStrategic Planner - Footwear Industry Macpower Digital Assets Edge Private LimitedStrategic Planner - Footwear IndustryBeaverton, OR$50–$55.33 / hourJob Summary: Lead strategic planning and help shape long-term growth plans for North America. Proven success leading complex strategic projects from problem definition to execution.
MindlanceBusiness Operations and Corporate Services - Strategic Planner 5 MindlanceBusiness Operations and Corporate Services - Strategic Planner 5Beaverton, ORThis leader will translate brand vision into actionable marketplace strategies, establish clear roles for each channel, and drive alignment across global and geo teams to ensure disciplined, consistent execution. This role sits at the intersection of product, consumer, and distribution-defining how and where the brand shows up to maximize growth, elevate brand distinction, and create a seamless, differentiated consumer experience globally.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial Advisorroseburg, OR$45,000–$100,000 / yearBenefits: 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Thrivent Financial for LutheransFinancial Advisor - Portland, OR / Vancouver, WA and surrounding areas Thrivent Financial for LutheransFinancial Advisor - Portland, OR / Vancouver, WA and surrounding areassalem, ORThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent 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.
Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Oregon & SW Washington MarketLake Oswego, ORMerrill 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.
Wells Fargo & CoAssociate Financial Advisor Wells Fargo & CoAssociate Financial AdvisorEUGENE, ORThey 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. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Kaiser PermanentePatient Financial Advisor Kaiser PermanentePatient Financial Advisorhillsboro, ORThis position requires the following: 1) Ability to ensure accurate coverages added to the patient account in a timely manner, 2) Accurate and timely assessment of payer and patient liability; 3) Compliance with federal, state, and local regulations; 4) Effective communication with patients regarding personal payment liabilities and options for meeting those obligations. Assists financial assistance vendors/department, when in compliance with the vendor contract, to assure completion of any paperwork that is necessary to obtain payment from appropriate payors, workers compensation case or third-party liability, or works directly with the patient to assist, if there is not a designated vendor.
LPL Financial Holdings IncFinancial Advisor - Spokane Teacher Credit Union LPL Financial Holdings IncFinancial Advisor - Spokane Teacher Credit Unionla grande, OR$60,000–$90,000 / yearThis position will offer:The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union's exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union's member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.
KeyBankNewPrivate Client Advisor KeyBankPrivate Client AdvisorLake Oswego, OREducation** + High School Diploma or equivalent experience (required) or + Bachelor's Degree (preferred) **Licenses and Certifications** + FINRA Security Industry Essentials (SIE) Upon Hire (required) + FINRA License S7 Upon Hire (required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Oregon Community FoundationSenior Complex Gifts Officer Oregon Community FoundationSenior Complex Gifts OfficerPortland, OR$160,000–$170,000 / yearComplex Gifts Officer provides expert counsel regarding non-cash gifts to potential and current donors and provides effective community outreach and maintains collaborative working relationships with donors, OCF team members and professional advisors. • 10 or more years of experience with gift planning strategies for major donors, including bequests, charitable trusts, gift annuities, and other estate planning strategies as they relate to philanthropy, or experience as a planned giving officer, licensed attorney, preferably in estate planning or tax area(s).
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bend, OR JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bend, ORbend, ORUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, ORLake Oswego, ORThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Portland, ORPortland, ORFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tigard, ORTigard, ORFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, ORCorvallis, ORFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, ORLake Oswego, ORFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bend, ORBend, ORFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Columbia BankSenior Wealth Advisor Columbia BankSenior Wealth AdvisorMedford, ORThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Oregon Community Credit UnionWealth Advisor (Hybrid - Bend, OR) Oregon Community Credit UnionWealth Advisor (Hybrid - Bend, OR)Eugene, ORAdditional duties include participating in OCCU and community events, collaborating with internal partners and external experts, maintaining accurate and compliant client records, supporting member education seminars, clearly communicating ideas and processes, providing staff training as needed, maintaining vendor relationships, and ensuring full compliance with BSA regulations, including required reporting and training. Wealth Advisors focus on building and maintaining strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health, while growing a book of business through outreach and referral development.
Carson Group Holdings LLCWealth Advisor- Portland/Lake Oswego Carson Group Holdings LLCWealth Advisor- Portland/Lake OswegoLake Oswego, OR$60,000–$125,000 / yearPart timeIf you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
The Charles Schwab CorpRegional Director, Wealth and Asset Management Solutions - Northwest The Charles Schwab CorpRegional Director, Wealth and Asset Management Solutions - NorthwestPortland, ORRemotePosition allows for 100% remote work with travel within the territory What you have Required Qualifications Active and valid FINRA Series 7 & 66 licenses Bachelor's degree 10 years of experience in business development and relationship management with a proven record of success 10 years of experience in financial services, retail investment management, wealth management, investment management consulting, portfolio management or significant investment related experience. We are looking to add a Regional Director who will: Build trusting relationships with Schwab financial consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings.
Northern Trust CorpSr. Wealth Strategist Northern Trust CorpSr. Wealth Strategistportland, ORYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
U.S. BancorpPWM Partner PWA U.S. BancorpPWM Partner PWAPortland, OR$92,820–$109,200 / yearBasic Qualifications- Bachelor''s degree, or equivalent work experience- Up to three years of related experiencePreferred Skills/Experience- Thorough knowledge of departmental operations/policies and U.S. Bank products and services- Effective interpersonal, verbal and written communication skills- Strong client facing skills- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications- Well-developed analytical skills- Pursuit of professional credentials (CFP, CFA, etc.) a plusThis role is hybrid. 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.
Northpointe BankBranch Manager Northpointe BankBranch ManagerSALEM, ORRemote$40,000This is a hands-on mortgage leadership role — ideal for a proven producer who is passionate about originating loans, recruiting and developing Loan Officers, and building a profitable, compliant mortgage operation. We’re hiring a Producing Branch Manager to organize and manage a Mortgage Loan Production Team, driving sales growth while ensuring compliance, customer satisfaction, and team development.
PetSmartNewRetail Operations Manager PetSmartRetail Operations ManagerEugene, ORAccountable for, provides oversight, and validates proper execution of inventory management and pricing processes, including, but not limited to, inventory accuracy, receiving, stocking/re-stocking, inventory counts (live and non-live), product rotations and planner/planogram sets in a timely and organized manner. Facilitates the associate experience and supports associate development; including but not limited to ensuring associates are appropriately trained across the store, onboarding, associate reviews, labor management, mentoring, succession planning, and coaching for accountability.
WSP USAConstruction Manager WSP USAConstruction ManagerLake Oswego, OR$115,100–$205,040 / yearJob requirements are to assist in supporting the design team with the development and constructability reviews of the following project requirements: + Construction Specifications and Bid Units + Construction Drawings + Construction Estimates + Construction Bill of Material + Construction Feasibility Studies and Reviews + Project Documentation Review with Project Teams + Permitting Support with government agencies + Environmental Support + Construction Scope of Work and Schedule + Collaborate with GIS to create map books + Develop constructability plan for the following: + Develop transmission line access road routing network and areas of effect (access road types, guard structures, work areas, landings, lay down yards, fly yards and pulling and tensioning sites) and document in Google Earth. + Work with project team to provide oversight and input to cross-functional teams of technical professionals to execute project work on preliminary design to 30% design on single or multiple concurrent projects, including budgets, tracking hours and expenses, task completion, cost and quantities of materials/equipment/labor, deliverables, compliance documentation, and managing the contractual obligations to deliver the project(s) as defined in the contract.