200 Results for

Financial Planning Jobs in Progress, OR

Jobs

New!

Lake Oswego, OR1 day ago

$90,000–$100,000 Per Year

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New!

Portland, OR1 day ago

$90,000–$100,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This individual will play a crucial role in managing our IT budgets and costs, overseeing RFIs and RFPs, and ensuring the effective utilization of our ERP systems.

Vancouver, WA8 days ago

$91,707–$114,639 Per Year

Heritage Bank's 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.

New!

Lake Oswego, OR1 day ago

$90,000–$110,000 Per Year

New!

Beaverton, OR5 days ago

$24–$40 Per Hour

Cross-Functional Collaboration: Build positive and trustworthy relationships with cross-functional partners-including Direct Merchants, Regional/Global Merchandising, Brand Marketing, Consumer Planning, Allocation, Finance, Operations, and Territory Merchants-to build and land optimized product assortments. Location: Beaverton, OregonJob Type: ContractCompensation Range: $24 - 40 per hourWe are seeking talented Merchandising Managers (Junior, Mid-Level, and Senior) on behalf of our client, a globally renowned brand in the sportswear and consumer goods industry.

Beaverton, OR8 days ago

Alongside your sales success, you'll receive hands-on mentorship from a mentor Agent, learning the full scope of running an agency from recruiting and training staff, to financial planning, marketing strategies, and long-term growth management. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you.

New!

South East Portland, ORToday

Plan in-store demonstrations including preparation and set-up of the demo cart/display, distribution of samples of product as per the merchandising program and ensures that demonstrations utilize strong suggestive selling techniques. Provide floor employees with day-to-day direction to include schedules, outlining of store goals and sales and shrinkage targets, and the subsequent results and achievement of goals while performing the Manager-on-duty functions.

Hillsboro, OR30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

Vancouver, WA30+ days ago

Full-time
Employee

The role conducts financial analysis and forecasting for capital, expense, and reimbursable programs to ensure compliance with capitalization and expense policies, and works collaboratively with stakeholders across the organization, including Executives, Management, Finance, Project Managers, Account Executives, Customer Service Engineers (CSEs), and other federal agency officials. * Conduct data analysis and reporting for one or more of the following End of Year and Start of Year Reporting, Quarterly Business Review, Integrated Program Review, Lease Finance Program, Finance Committee Executive Management, Finance, Management Assertion, Target Tracking, Capital Investment Acquisition.

Camas, Washington30+ days ago

$85,000–$130,000 Per Year

You 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.

Vancouver, WA30+ days ago

Full-time
Employee

Primary contact for Information Technology (IT) departments that support ERP services, including: network, infrastructure, database, information security, centralized imaging, electronic data interchange and global transaction output - all in service of creating a person-focused health care experience. A Manager of Finance System Services would have a Bachelor's degree in information systems, computer science, accounting, business, mathematics, or related field and ten years of work experience relevant to the position - Master of Business Administration or Master of Information Systems preferred.

Vancouver, WA20 days ago

Full-time
Employee

In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and positively influence the direction of supervision.

New!

Vancouver, WA2 days ago

The Manager will help establish leading practices in analyzing market trends, developing models, implementing internal and external insights on market drivers, and collaborating with business partners to deliver a consistent and detailed market size, industry outlook, trends andinsights to support critical business decisions from an industry perspective. The Market Analysis and Planning Manager is responsible for managing the team developing market projections and insights for the Print business with a primary focus on Home, Office, Large Format, and Industrial Printing markets.

Vancouver, WA30+ days ago

Full-time
Employee

Georgia-Pacific is a Koch company and a 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. Collectively we serve as the fiduciary and analytical business partner to our operations teams and leveraged capabilities, with support from Centers Of Excellence in Manufacturing Cost & Analysis, Internal Financial Controls, and Capital Accounting.

New!

Vancouver, WA1 day ago

$6,693–$9,183 Per Month
Full-time
Employee

Provide technical direction and assistance to department and division managers in the preparation of budget submissions, Work with department management to gain an understanding of operations, practices and needs in order to evaluate and audit operations. Under the supervision of the Technical Team Manager (Senior Management Analyst), this position serves as a key technical resource responsible for supporting and improving a wide range of office programs and processes.

New!

Vancouver, WA2 days ago

Business Intelligence• Business Process• Business Requirements• Business Strategies• Computer Science• Dashboard• Data Analysis• Data Modeling• Data Science• Data Visualization• Data Warehousing• Extract Transform Load (ETL)• Finance• Key Performance Indicators (KPIs)• Marketing• Power BI• Python (Programming Language)• R (Programming Language)• SQL (Programming Language)• Tableau (Business Intelligence Software) . The Manager will help establish leading practices in analyzing market trends, developing models, implementing internal and external insights on market drivers, and collaborating with business partners to deliver a consistent and detailed market size, industry outlook, trends and insights to support critical business decisions from an industry perspective.

Vancouver, WA30+ days ago

Full-time
Employee

Partner with Assistant Managers in handling all aspects of XC operations (including monthly self-audit, general ledger audits, balancing debit cards, locating transactional errors, cash and vault balancing, negotiable items). The Branch Manager oversees all aspects of the daily operations of the branch, deepening and acquiring member relationships and ensuring member service levels are consistently exceeded.

Vancouver, WA30+ days ago

Full-time
Employee

Founded in 1887, with 2024 revenue of $3.6 billion, our mission to Connect What Matters is brought to life by more than 7,500 global team members who collaborate with customers across more than 30 market segments in over 140 countries to develop highly specified solutions that enable customers to bring world-changing innovations to their end markets. Provides direct floor leadership for assigned shift; partners with Production Manager to drive safety, quality, productivity, and continuous improvement.

Vancouver, WA23 days ago

Full-time
Employee

Provide project management expertise and support and facilitate manager-assigned JI Services Internal Business Operations project or projects, from beginning to end, providing expert guidance on the PMI-based project management methodology, best practices, and internal skill development as requested by and with guidance from the manager, team lead, or other personnel with the authority to do so, including: * Facilitate and assist management to plan, initiate, and implement various projects as defined in the Operational Technology Strategic Plan. * Forecast and recommend / request appropriate project resources to fulfill project needs; resource requests must be submitted to, coordinated with, and provided by appropriate Performance Managers.

Vancouver, WA7 days ago

$98,000–$105,000 Per Year
Full-time
Employee

The Project Controller supports the successful execution of assigned ship repair or new build production projects by coordinating project performance management activities across engineering, production, supply chain, quality, and program controls. Working closely with the Project Manager and Control Account Managers (CAMs), the Project Controller facilitates project performance monitoring, Estimate at Completion (EAC) development, and material and services (M&S) cost management.

Vancouver, WA30+ days ago

Remote

Full-time
Employee

Providence Shared Services is a service line within Providence that provides a variety of functional and system support services for our family of organizations across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

Vancouver, WA7 days ago

Full-time
Employee

Excellent communication and facilitation skills with all levels of the organization, including the ability to resolve complex issues, build consensus among groups of diverse stakeholders, manage strategic partner relationships, and effectively lead and engage internal teams in the fulfillment of roles and responsibilities. As a member of the Health Care Services team, our Health Care Services (HCS) Program Manager provides direction, oversight and organization to ensure overall success of one or more complex clinical programs (e.g.

Vancouver, WA30+ days ago

Full-time
Employee

Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients. General banking knowledge and/or Small Business lending acquired through experience in the Small Business transactions, processing control procedures, general ledger and accounting principles and familiar with traditional bank policies.

Vancouver, WA30+ days ago

Full-time
Employee

Serves as liaison with reference laboratories and vendor customer service representatives to ensure optimal service quality, responsiveness, and cost-effective pricing for all practice laboratories including transfusion services and pathology testing. As a member of The US Oncology Network, one of the nation's largest community-based cancer treatment and research networks, Compass Oncology participates in leading-edge clinical trials through US Oncology research, which has helped develop 89 FDA approved cancer therapies.

Vancouver, WA30+ days ago

Full-time
Employee

What You Bring to Cambia: Qualifications and Certifications: * The Strategic Sourcing Manager II would have a Bachelor's degree in business, supply chain management, or related field and 7 years sourcing and contracting experience or related field. * Prior experience in all elements of sourcing and category management for indirect services, including professional services and business process outsourcing.

Vancouver, WA30+ days ago

Full-time
Employee

Sales and Marketing: Manage/Analyze sales and service processes to include managing assigned territory, conducting recruiting/sourcing sales, campaign/blitzes, identifying leads, conducting cold and canvass calls, setting appointments, creating and developing proposals and pricing models consistent with established guidelines, creating presentations, documenting customer agreements, closing sales, documenting sales activities in client management software system and completing other required reports; networking via participation in community organizations, involving service team in sales activities and ensuring awareness of prospect/customer service requirements, engaging subject matter experts as appropriate. Ensuring sales targets are met including appropriate mix of industries and service lines; leading branch participation in HomeCare sales programs/contests/meetings, maintaining awareness of competitors strengths and weaknesses and HomeCare resulting strategic position, managing territory to ensure efficient sales strategy for the branch.

Vancouver, WA28 days ago

$6,693–$9,183 Per Month
Full-time
Employee

Knowledge of: The principles and practices of public sector organization and program operations; project management, including planning, scheduling, monitoring, and problem solving; methods and procedures of budget development and justification; application and interpretation of County, state and federal laws and regulations relevant to the program area; analysis and evaluation of policies, procedures, public information, and service delivery issues; local and state lawmaking processes; research methods and techniques; trends and practices within the specialized area; and personal computer applications and usage. The Grants Coordinator will be responsible for developing and coordinating Clark County Clean Water Division’s grants by leading the pursuit of new funding opportunities, developing grant applications, and supporting post-award agreement management.

Vancouver, WA12 days ago

$135,000–$375,000 Per Year

Our Transmission Planning and Power Systems Analysis team works with a diverse mix of clients-investor-owned utilities, public power entities, developers, and ISOs/RTOs-to deliver smart, resilient, and future-ready electric grid solutions. This is a high-impact role for someone passionate about solving complex power system problems, developing teams, and working directly with clients on critical planning studies and system improvements.

Vancouver, WA30+ days ago

Full-time
Employee

Acts as a liaison with Escrow/Branch managers and leaders of other functions/ operations/ business units and provides feedback and resolution on escalated issues, process issues/changes and results. First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans.

Portland, OR26 days ago

Remote

$70,600–$117,900 Per Year

Project Leads assess client needs and expectations, extract data from conversations and charts, develop solutions based on their knowledge and experiences, and present the findings to a variety of audiences, up to the highest levels of leadership with our clients. Our services are founded on rigorous observational assessment, benchmarking and analysis, which – when combined with the industry’s largest database of financial and facilities data – help our clients make critical decisions about the future of their facilities.

Portland, OR30+ days ago

$180,000–$220,000 Per Year

As a key member of the Executive Leadership Team, the CFO plays a critical role in ensuring financial strength, regulatory compliance, data‑driven decision making, and high‑performance support across all departments. We are seeking an experienced, forward-thinking Chief Financial Officer (CFO) to lead our credit union's financial strategy, operational accounting, and long‑term fiscal health.

Gresham, Oregon20 days ago

$95,000–$100,000

This position plays a critical role in ensuring financial transparency, cost optimization, disciplined vendor management, and strategic decision support across IT initiatives. This is a unique, high-impact role that blends IT financial planning and analysis with vendor and contract management across a global technology environment.

Portland, OR30+ 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.

Vancouver, WA15 days ago

$161,914.25–$315,733 Per Year

Leads efforts with health plan leadership to expand managed care and other health plan business opportunities such as Medicare-Medicaid duals (MMP), seniors and persons with disabilities (SPDs), Accountable Care Act (ACA) Marketplace participation, and Accountable Care Organization (ACO) delivery models. Responsible for development and administration of contracts with state and/or federal governments for Medicaid, Medicare, Marketplace, and other government-sponsored programs to provide health care services to low income, uninsured, and other populations in designated Molina markets.

Gresham, Oregon26 days ago

$96,000–$100,000

Camas, Washington30+ days ago

$80,200–$140,000 Per Year

This individual will create, develop, and review a wide range of content, including in-depth articles, video scripts, talking points, press releases, and other materials distributed to clients globally or published across our public-facing channels—such as corporate websites, our mobile app, YouTube, and other third-party platforms. The Creative Content Analyst is responsible for producing and reviewing content on topical capital markets developments, the firm’s investment philosophy, retirement and financial planning topics, and the ways we serve clients around the world.

New!

Vancouver, WA3 days ago

Remote

$83,252–$155,508 Per Year

Essential Job Duties** -Business Leadership & Operational Ownership - Assists with and executes projects and tasks to ensure Centers for Medicare and Medicaid Services (CMS) and state regulatory requirements are met for pre-pay edits, post-payment datamining, and overpayment recovery, to improve encounter submissions, reduce general and administrative (G&A) expenses, and drive positive operational and financial outcomes for all payment integrity (PI) solutions. + Responsible for documenting policies and procedures related to concept approvals + Conduct trainings and prepare training documentation for teams + Other duties as assigned Strategic Business Analysis - Uses a business lens to ensure accurate interpretation of provider claims trends, payment integrity issues, and process gaps.

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, Oregon23 days ago

With funding challenges and new opportunities ahead in the 2027-29 biennium such as operationalizing the new Workday enterprise and financial reporting system, Portland Community College has positioned itself to meet the future head-on, ensuring our students and community have the resources needed to thrive. The College advances equitable and sustainable economic prosperity for students and the greater PCC community by providing high quality education with flexible delivery methods, fostering a culture of belonging for all, being innovative and enterprising, and preparing students to thrive in work and life.

Beaverton, OR30+ days ago

Full-time

Requirements: Bachelor's degree or higher in Business, Finance, Accounting, or a related field (or equivalent combination of education, training, and experience). Assist in preparing timely and accurate financial reports to support strategic analysis, budgeting, and forecasting.

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.

Portland, Oregon20 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.

New!

Vancouver, WA2 days ago

$75,000–$125,000 Per Year

The company promotes the concept of "Living mutual," which emphasizes the importance of depending on one another to achieve fulfillment and security. MassMutual.com) includes additional information about its offerings, and interested applicants can learn more by visiting this site.

Camas, Washington30+ days ago

$80,000–$130,000 Per Year

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Camas, Washington30+ days ago

$85,000–$135,000 Per Year

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Lake Oswego, OR22 days ago

The ideal candidate will possess strong analytical skills and a proven ability to manage budgets, execute strategic initiatives, and guide executives toward achieving key performance indicators. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Vancouver, WA22 days ago

$80,000–$239,200

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.

Portland, Oregon30+ days ago

$500–$1,000
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Portland, OR30+ days ago

Remote

American College of Healthcare Sciences (ACHS) is an accredited higher education institution, dynamically leading the industry in online holistic undergraduate and graduate programs specializing in integrative health, aromatherapy, herbal medicine, holistic nutrition, and wellness coaching, among other studies. Successful candidates will excel in a team environment where collaboration, positivity, and flexibility are valued; have a proven ability to think critically and seek innovative solutions; demonstrate the ability to leverage technology to multi-task; and believe in the power of education and the benefits of integrative health and wellness.

Vancouver, wa8 days ago

$33.66–$38.09 Per Hour

6 months of direct work experience in a financial analysis capacity, including all aspects of project support/analysis is required6 months of experience in the following: Financial forecastingWorking knowledge of automated data systems (i.e., ERPs like PeopleSoft and Asset Suite). AZAD is looking for bright, talented, flexible, and customer centric problem solvers who enjoy the challenges associated with solving the most complex problems by utilizing the most sophisticated technologies and strong people skills.

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Financial Planning Jobs in Progress, OR

IT Financial Analyst Jobot

IT Financial Analyst-Hybrid Jobot

Commercial Banking Officer - Vancouver, WA Heritage Bank

Finance Systems Business Analyst Jobot

Merchandising Manager (Junior, Mid-Level, and Senior) Cella

Insurance Sales Manager Trainee Farmers Insurance- District 7324

Assistant Store Manager Smart Foodservice Stores LLC

Registered Nurse (RN) - Neurosurgery - Cornelius Advocate Aurora

Financial Analyst 1 Automation and Control Strategies Group, INC. dba ACS Professional Staffing

Financial Planning Counselor Fisher Investments

Mgr, Finance System Services Cambia Health Solutions

Senior Regional Risk Manager Apex Systems, Inc.

Manager, Print Market Analysis and Planning HP Development Company, L.P.

Manager of Accounting (OR) Georgia-Pacific

Management Analyst - Clark County Assessor's Office Clark County

Manager, Print Market Analysis and Planning HP

Branch Manager (Vancouver Experience Center) First Tech Fed Credit Union

3rd Shift Supervisor H.B. Fuller

IT Project Manager 3 Automation and Control Strategies Group, INC. dba ACS Professional Staffing

Project Controller Vigor Industrial LLC

NCQA Accreditation Program Manager -Remote Providence St. Joseph Health

Health Care Services Program Manager Cambia Health Solutions

Small Business Banking Relationship Manager II-IV WASHINGTON TRUST BANK

Oncology Lab Manager Compass Oncology

Strategic Sourcing Manager (Indirect) Cambia Health Solutions

Branch Manager All Ways Caring Homecare

Grants Coordinator - Public Works Clean Water Clark County

Transmission Planning Project Manager - 1898 & Co. Burns & McDonnell

Title Manager - Hybrid role First American Title Insurance Company

Project Lead, Planning Services, Central West Region Fortive Corporation

Chief Financial Officer (CFO) Pacific NW Federal Credit Union

IT Vendor Financial Analyst Ledgent Finance & Accounting

Financial Consultant , Financial Advisor WealthBridge Financial Group

VP, Government Contracts - WA Health Plan Molina Healthcare

IT Financial Analyst Ledgent Finance & Accounting

Financial Content Writer Fisher Investments

Lead Analyst, Payment Integrity - Health Plan (Remote) Molina Healthcare

Senior Financial Analyst ZGF Architects

Vice President of Finance and Chief Financial Officer Portland Community College

Financial Analyst Macpower Digital Assets Edge LLC

Financial Consultant WealthBridge Financial Group

Financial Advisor Northwestern Mutual

Financial Advisor Mass Mutual NW

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher Investments

Investment Counselor (Financial Advisor Alternative) Fisher Investments

Financial Analyst Robert Half

Experienced Financial Advisor - Independent Platform (Washington) WealthBridge Financial Group

College Financial Representative, Internship Program Northwestern Mutual

Financial Aid Advisor American College of Healthcare Sciences

Financial Analyst 1 AZAD Technology Partners

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