222 Results for

Financial Services Jobs in Gladstone, OR

Jobs

New!

Portland, OR4 days ago

$90,000–$100,000 Per Year

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Vancouver, WA17 days ago

$23–$28
Full-time

The Associate Service Advisor is responsible for coordinating and/or dispatching jobs for the service technicians and outsourced Contract Service Companies (CSC’s), billing, answering phones, responding to customer issues, parts ordering, parts returns for warranty reimbursement, and parts tracking. Work with the service manager to review and manage time off from all service technicians to ensure that adequate coverage will be maintained throughout the year.

Vancouver, WA11 days ago

$29.61–$35.54 Per Hour

Level II - 2+ years recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening, documentation and compliance, relationship management and business development and sales skills, in a financial services industry required. May travel for business development and customer meetings; willingness to travel to other branch locations when needed; valid driver’s license, 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.

Vancouver, WA11 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!

Oregon City, ORToday

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.

Tualatin, OR11 days ago

We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence. 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.

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, WA18 days ago

Full-time
Employee

If you are a recruiter, search agency, or otherwise wish to refer a candidate to DEA, you will not be compensated in any way for your referral of a candidate to DEA without an active and signed written agreement in place in advance with DEA Human Resources. As a member of our team, you will have the opportunity to cultivate and develop your skills and work alongside talented colleagues who are committed to improving the quality of life while demonstrating stewardship of the built and natural .

Vancouver, WA10 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

If you are a recruiter, search agency, or otherwise wish to refer a candidate to DEA, you will not be compensated in any way for your referral of a candidate to DEA without an active and signed written agreement in place in advance with DEA Human Resources. Our Marine Services division is staffed by a highly experienced team of hydrographers, surveyors, engineers, and scientists who bring deepexpertisein oceanography, marine geology and geophysics, geodesy, and geospatial science.

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.

Vancouver, WA15 days ago

$18.35–$21.57 Per Hour
Full-time
Employee

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Vancouver, WA30+ days ago

$18.18–$33.48 Per Hour
Full-time
Employee

Build trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

West Linn, OR30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. We proudly sponsor local high school sports teams like Tigard High School’s Snowboard Team and West Linn Baseball Team.

Camas, WA16 days ago

As a State Farm team member for Jeremiah Stephen - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Camas, WA16 days ago

As a State Farm team member for Jeremiah Stephen - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Portland, OR30+ days ago

As a State Farm team member for John Proctor - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Portland, OR30+ days ago

$42,000–$50,000 Per Year

If you thrive on positivity, enjoy working collaboratively, and have a knack for providing top-notch life and health products to policyholders, then you're the perfect fit! The Jacquline Fitzgibbon State Farm Agency, based in SW Portland, OR is searching for an experienced full-time Licensed Insurance Professional to join their team.

Portland, OR30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Portland, OR30+ days ago

As a Stat Farm Agent Team Member with Housh State Farm Agency, you will create exceptional customer experiences that contribute to the growth and success of our insurance agency. You will advance your career by learning about the ways we can help people, collaborating with other agency team members, and anticipating the needs of the community members you support.

New!

Tigard, OR4 days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Beaverton, OR22 days ago

Full-time
Employee

Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. The TanasbourneBranch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts.

New!

Vancouver, WA1 day ago

Full-time
Employee

Vancouver, WA23 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, WA30+ days ago

Full-time
Employee

To take advantage of this flexible option, we require employees to have a wired internet connection that is not satellite or cellular and internet service with a minimum upload speed of 5Mb and a minimum download speed of 10 Mb. * Minimum 3 years college education, working toward a degree in Accounting or Business with an Accounting emphasis; one year from graduation preferred.

Vancouver, WA30+ days ago

Merrill 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.

Beaverton, OR30+ days ago

$72,000–$110,000 Per Year
Full-time

Location: 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.

Vancouver, WA30 days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** 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.

Vancouver, WA25 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.

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.**

Lake Oswego, OR30+ days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego 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/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

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.

Salem, Oregon23 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.

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.

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.

Keizer, OR30+ days ago

$125,000–$175,000

You’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.

Lake Oswego, OR26 days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego, OR Market 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/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

New!

Vancouver, WA5 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.

Portland, Oregon26 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.

Portland, OR30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Camas, WA30+ days ago

Base pay starts at $100,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees. Take your next step in your financial sales career by joining our privately-held, multi-billion dollar global investment firm as a Vice President, Financial Sales.

Beaverton, Oregon30+ days ago

With the support of subject matter experts and other senior engineers, this role will combine the technical skills of data engineering with internal business knowledge to build end-to-end data pipeline architecture, data flows, data transformations, and clear documentation. Create and maintain optimal data pipeline architecture, including optimal extraction, transformation, and loading of data, leveraging Databricks notebooks, Apache Spark (SQL, Python, Scala), and other Microsoft Azure or open-source tools as required, with support of Engineers and Sr.

New!

Gresham, OR4 days ago

Attending Peniche team meetings and conference calls, in which they will share information, insights, and new approaches developed while working with clients. Attend and provide support, including logistics, for Lectures, Seminars, Workshops, Study Clubs, Society Meetings and Component Meetings.

Salem, OR30+ days ago

Full-time

Familiarity 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.

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.

Portland, OR30+ days ago

Full-time

Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.

Vancouver, WA30+ days ago

The GN-owned brands that are responsible for bringing these technologies to life:** + Medical grade hearing technology: ReSound (https://www.resound.com/en) , Beltone (https://www.beltone.com/en) , Interton (https://www.interton.com/en) , Jabra (https://www.jabra.com/hearing) + Professional collaboration: Jabra (https://www.jabra.com/) , BlueParrott (https://www.emea.blueparrott.com/) , FalCom (https://falcom.gn.com/) + Gaming, calls and media: SteelSeries (https://steelseries.com/) , Jabra (https://www.jabra.com/) You can also connect with us on LinkedIn (https://www.linkedin.com/company/gn-store-nord/) , Facebook (https://www.facebook.com/gnstorenord/) and Twitter (https://twitter.com/gnstorenord) .

Portland, Oregon10 days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Vancouver, wa11 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 Services Jobs in Gladstone, OR

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Bank Teller Heritage Bank

Commercial Banking Officer Heritage Bank

Senior Regional Risk Manager Apex Systems, Inc.

Accounting Internship Cambia Health Solutions

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Financial Advisor First Technology Federal Credit Union

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Financial Advisor Northwestern Mutual

Financial Consultant , Financial Advisor WealthBridge Financial Group

Financial Aid Advisor American College of Healthcare Sciences

Managing Director, Financial Advisor WealthBridge Financial Group

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Vice President of Finance and Chief Financial Officer Portland Community College

Financial Advisor Series 7, 65 or 66 San Blas Securities

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Orthodontic Financial Coordinator for Consulting Office Peniche & Associates

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Manager of Bookkeeping Services GN Hearing

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Financial Analyst 1 AZAD Technology Partners

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