Financial Advisor Edward Jones InvestmentsFinancial AdvisorHillsboro, ORBuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Tax Expert - Expert Center (West) IntuitTax Expert - Expert Center (West)Vancouver, WA$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - On-Site IntuitTax Expert - On-SiteLake Oswego, OR$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local Branch IntuitTax Expert - Local BranchVancouver, WA$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeLake Oswego, OR$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local IntuitTax Expert - LocalLake Oswego, OR$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewInvestment Operations Associate (wealth management) The Vested NetworkInvestment Operations Associate (wealth management)Portland, OR$55,000–$85,000 / yearFacilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts. Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360) and National Financial (Wealthscape).
NewVirtual Nurse Practitioner - CA License One MedicalVirtual Nurse Practitioner - CA LicensePORTLAND, OR$59.10–$65.50 / hourIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Primary Care Physician Assistant or Nurse Practitioner - Sign on Bonus Available One MedicalPrimary Care Physician Assistant or Nurse Practitioner - Sign on Bonus AvailablePORTLAND, ORIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Commercial Banking Officer Heritage Bank NWCommercial Banking OfficerVancouver, WA$91,707–$114,639 / yearHeritage Banks Commercial Banking Center in Vancouver, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
Financial Planning Counselor Fisher InvestmentsFinancial Planning CounselorCamas, Washington$85,000–$135,000 / yearFull timeYou will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. 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.
Financial Planning & Analysis Analyst Leatherman ToolsFinancial Planning & Analysis AnalystPortland, OregonAs an FP&A Analyst, you'll support the company's financial planning, forecasting, reporting, and analysis efforts while partnering closely with Finance, Operations, Manufacturing, Supply Chain, and business leaders. For over 40 years, we've been designing and manufacturing innovative products trusted by adventurers, tradespeople, first responders, military personnel, and everyday problem-solvers around the world.
Financial Planning & Analysis Analyst IV Kaiser PermanenteFinancial Planning & Analysis Analyst IVPortland, ORRemoteCompletes work assignments and supports business-specific projects by applying expertise in subject area; supporting the development of work plans to meet business priorities and deadlines; ensuring team follows all procedures and policies; coordinating resources to accomplish priorities and deadlines; collaborating cross-functionally to make effective business decisions; solving complex problems; escalating high priority issues or risks as appropriate; and recognizing and capitalizing on improvement opportunities. Evaluates performance/operations/financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; reviewing and conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
Intern, Financial Planning - Vancouver, WA MarinerIntern, Financial Planning - Vancouver, WAVancouver, WashingtonThe 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.
NewUS 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.
Financial Planning & Analysis Analyst Leatherman Tool Group, IncFinancial Planning & Analysis AnalystPortland, ORPart timeAs an FP&A Analyst, you'll support the company's financial planning, forecasting, reporting, and analysis efforts while partnering closely with Finance, Operations, Manufacturing, Supply Chain, and business leaders. For over 40 years, we've been designing and manufacturing innovative products trusted by adventurers, tradespeople, first responders, military personnel, and everyday problem-solvers around the world.
US E ES - Lead Data Scientist GenAI, Financial Planning & Analysis - Strategic Analytics Deloitte Touche Tohmatsu LtdUS 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.
Director, Financial Planning Financial EnginesDirector, 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.
Senior Financial Planning Analyst First Tech Federal Credit UnionSenior Financial Planning AnalystHillsboro, OR$95,000–$110,000 / yearEssential Skills: Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree). This role leads advanced financial analysis and modeling to guide strategic and operational decision‑making across the organization.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningPortland, OregonRecognized 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.