266 Results for

Financial Planning Jobs in Tigard, 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.

New!

Portland, OR1 day ago

$120,785.60–$172,764.80 Per Year

The City is seeking a highly skilled and strategic Budget Manager to provide expert-level budget management and financial analysis in support of the City Administrator’s Office, Executive Programs, and Office of the Chief Financial Officer. This role serves as the primary financial advisor to executive leadership and plays a critical role in ensuring sound fiscal stewardship, accurate financial reporting, and data-driven decision-making across multiple high-impact programs.

New!

Tualatin, OR2 days ago

SalesPlease 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.

Vancouver, WA15 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!

Portland, OR2 days ago

Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

New!

PORTLAND, OR1 day ago

$65,000–$70,000 Per Year

Description:Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. While working closely with Regional Property Managers and onsite teams, this role focuses on long-term asset growth, portfolio-wide initiatives, and aligning property performance with company investment goals.

New!

Vancouver, WA1 day ago

Further, the PM3 or Senior Project Manager is responsible for preparing estimates and bids for large scale EPC projects, project schedule management, overall planning and management of the entire project life cycle, procurement/purchasing, scope definition and change management, , and accurately managing financials including P&L for assigned projects. Develop and implement the Project Management Plan (PMP), including but not limited to the following management plans: engineering, procurement, construction, scope, cost, quality, resource, communication, risk, stakeholder, change, environmental & permitting, safety & health, testing & commissioning, and organization chart.

New!

Cedar Mill, OR1 day ago

$142,000–$205,000 Per Year

HIRING QUALIFICATIONS / COMPETENCIES Leadership · Plans and Aligns · Drives Vision and Purpose · Develops Talent · Manages Conflict · Financial Acumen · Managers Complexity Functional · Attracts Top Talent · Communicates Effectively · Drives Results · Ensures Accountability · Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) · Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

New!

Brooks, OR1 day ago

$136,000–$196,000 Per Year

HIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manage s Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

New!

Rock Creek, OR1 day ago

$142,000–$205,000 Per Year

New!

Cedar Mill, OR1 day ago

$142,000–$205,000 Per Year

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 .

New!

Portland, OR1 day ago

$142,175–$205,364 Per Year

New!

Portland, OR1 day ago

$142,175–$205,364 Per Year

New!

Cedar Mill, OR1 day ago

$142,000–$205,000 Per Year

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.

New!

Vancouver, WA5 days ago

$50,939.08–$91,137 Per Year
Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

New!

Vancouver, WA5 days ago

$74,894.24–$140,000 Per Year
Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.

Camas, WA30+ 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, WA27 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.

Vancouver, WA7 days ago

$89,028–$131,535 Per Year
Full-time
Employee

This position assists with operational planning, budgeting, scheduling, reporting, and monitoring of the port’s projects, programs, and initiatives, and provides administrative support as necessary. Education: Bachelor’s degree in business administration, public administration, finance or a related field, or any equivalent combination of education, training and experience that demonstrates the ability to competently perform the job.

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.

Vancouver, WA8 days 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.

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, WA30 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, WA14 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, WA14 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.

New!

Vancouver, WA3 days ago

Full-time
Employee

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.

New!

Vancouver, WA5 days ago

Full-time
Employee

Vancouver, WA19 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

$115,000–$350,000 Per Year

Qualifications** + Bachelor's Degree in Engineering or related degree from an ABET-accredited program or related degree and 3 years of related experience or + Master's Degree in Engineering or Business, and 2 years of experience, or + PhD in Engineering and 1 year of experience + Prior experience associated with electric utility operations, planning, or consulting. 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.

Portland, OR30+ 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.

New!

Portland, ORToday

$173,300–$183,000 Per Year

Why Work at KEEN: Driven by a passion for life outside, KEEN is a values-led, independently owned brand from Portland, Oregon, that's on a mission to create original and versatile products, improve lives, and inspire outside adventure. Owns sales-to-stock strategy and execution for the top 50 strategic accounts, directing planning to optimize account health, inventory flow, and revenue performance through direct engagement with key accounts and sales leadership.

Gresham, Oregon27 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

$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.

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, WA30+ days ago

Amount of Travel Required:** 20% **Assignment Category:** Fulltime-Regular **Visa Sponsorship Available:** No - We will not support sponsorship, i.e. H-1B or TN Visas for this position **Skills and Abilities:** - Proven ability to manage multiple projects with attention to detail - Strong analytical, decision making, and problem solving skills. \#LI-LP2 \#LI-HYBRID **Job Title:** Senior Manager, Office Space Planning & Construction **Group:** COR **Employment Type:** Regular **Minimum Qualifications:** - Bachelors Degree - 12 years of relevant experience Equivalent additional directly related experience will be considered in lieu of a degree.

Lake Oswego, OR30+ days ago

Responsibilities:** - 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.**

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.

Lake Oswego, OR30+ days ago

$35–$45 Per Hour

We are seeking a highly skilled paralegal to join our team and manage a demanding caseload requiring independent judgment, advanced organizational capabilities, and expert-level knowledge of Oregon probate and estate planning procedures. Candidates must meet at least one of the following: Minimum 1 year of law firm experience in estate planning, probate, trust administration, or guardianship/conservatorship matters; OR.

Gresham, Oregon30+ days ago

$96,000–$100,000

Camas, WA30+ 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.

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Financial Planning Jobs in Tigard, OR

IT Financial Analyst Jobot

IT Financial Analyst-Hybrid Jobot

Budget Manager for City Administrator and CFO (Analyst IV) City of Portland

Financial Consultant- Beaverton, OR Fidelity Investments

Commercial Banking Officer - Vancouver, WA Heritage Bank

Finance Systems Business Analyst Jobot

Registered Operations Leader Ameriprise

Regional Asset Manager Osprey Management

Project Manager - EPC (On site position) New River Electrical Corporation

Area Chief of Staff Veterinarian Banfield Pet Hospitals

Area Chief of Staff - Veterinarian Banfield Pet Hospitals

Chief of Staff Veterinarian Banfield Pet Hospitals

Area Chief of Staff Banfield Pet Hospitals

Registered Nurse (RN) - Neurosurgery - Cornelius Advocate Aurora

Lead Veterinarian Banfield Pet Hospitals

Veterinary Leadership Banfield Pet Hospitals

Senior Veterinarian Banfield Pet Hospitals

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

Land Acquisition Analyst Lennar Homes

Project Manager - Land Development Lennar Homes

Financial Planning Counselor Fisher Investments

Mgr, Finance System Services Cambia Health Solutions

Senior Regional Risk Manager Apex Systems, Inc.

Operations Program Manager Port of Vancouver USA

Manager of Accounting (OR) Georgia-Pacific

Management Analyst - Clark County Assessor's Office Clark County

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

Health Care Services Program Manager Cambia Health Solutions

Small Business Banking Relationship Manager II-IV WASHINGTON TRUST BANK

Oncology Lab Manager Compass Oncology

Clinical Lab Manager Compass Oncology

Strategic Sourcing Manager (Indirect) Cambia Health Solutions

Branch Manager All Ways Caring Homecare

Commercial Banking Officer Heritage Bank

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

Transmission Planning Consultant - 1898 & Co. Burns & McDonnell

Project Lead, Planning Services, Central West Region Fortive Corporation

Director, Sales Planning KEEN Footwear

IT Vendor Financial Analyst Ledgent Finance & Accounting

Chief Financial Officer (CFO) Pacific NW Federal Credit Union

Financial Consultant , Financial Advisor WealthBridge Financial Group

Senior Manager, Office Space Planning & Construction CDM Smith

Financial Solutions Advisor- Williamette Valley Bank of America

Senior Financial Analyst ZGF Architects

EXPERIENCED ESTATE PLANNING & PROBATE PARALEGAL J MARTIN ESQ LLC

IT Financial Analyst Ledgent Finance & Accounting

Financial Content Writer Fisher Investments

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