Current jobs related to Financial Planner - Lake Oswego, Oregon - Prudential Financial

  • Financial Advisor

    4 weeks ago

    Lake Oswego, Oregon, United States Prudential Financial Full time

    Explore a Career in Financial PlanningAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Planner. This role offers a unique opportunity to develop relationships with clients, gather information, and build robust financial plans to help them achieve their goals.Key Responsibilities:Develop...

  • Wealth Management Associate

    1 month ago

    Lake Oswego, Oregon, United States Farther LLC Full time

    About Farther LLCFarther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Job SummaryWe are seeking a highly skilled Client Experience Associate to join our WealthFactor team. As a key member of our team, you will be...

  • Tax Manager, High Net Worth Individuals

    4 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Aldrich. As a Tax Manager, you will play a pivotal role in helping our high net worth, ultra-high net worth, and family office clients optimize their financial strategies and achieve their financial goals.In this role, you will serve as a trusted business advisor, providing expert...

  • Tax Manager, High Net Worth Individuals

    4 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAs a Tax Manager at Aldrich, you will play a pivotal role in helping our high net worth, ultra-high net worth, and family office clients optimize their financial strategies. You will serve as a trusted business advisor, providing expert consulting services that shape their financial success.Key ResponsibilitiesDirectly engage with clients on new...

  • Financial Planner

    1 month ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    7 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    1 month ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    4 weeks ago

    Salt Lake, Utah, United States Albion Financial Group Full time

    Financial Planning Role at Albion Financial GroupWe are seeking a skilled Financial Planner to join our team at Albion Financial Group. As a Financial Planner, you will work closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance.Key Responsibilities:Review and interpret client data for input...

  • Financial Planner

    1 month ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    6 months ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    1 month ago

    salt lake city, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    2 weeks ago

    Salt Lake City, UT, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner, Investment Retirement Planning

    4 weeks ago

    Salt Lake, Utah, United States Albion Financial Group Full time

    Location: Albion Financial Group is an investment advisory firm founded in Utah. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our wealth advising team works closely with our clients...

  • Financial Planning Specialist

    1 month ago

    Lake Forest, California, United States Gpac Full time

    Financial Planner Job DescriptionWe are seeking a highly skilled and knowledgeable financial planner to collaborate with our advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those objectives.Key Responsibilities:Meet...

  • Senior Merchandising Planner

    4 weeks ago

    Silver Lake, Kansas, United States Walmart Full time

    As a Senior Merchandising Planner at Walmart, you will play a critical role in assessing business financial performance, forecasting, and influencing category modular and feature strategy and financial plans. You will be the expert for your category and leverage the scale of Walmart to truly impact the business and the lives of millions of customers...

  • Buyer/planner

    5 days ago

    Lake Dallas, United States Global Medical Response Inc Full time

    The Inventory Buyer/Planner Lewisville, TX. Why Choose GMR? Global Medical Response (GMR) and its family of solutions are dedicated to delivering compassionate, quality medical care, primarily in the areas of emergency and patient relocation services. Here you'll embark in meaningful work that will make an impact on you and the customers we service. View our...

  • Client Experience Associate, WealthFactor Team

    1 month ago

    Lake Oswego, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Insurance Agent

    3 weeks ago

    Crystal Lake, United States COUNTRY Financial Full time

    DescriptionWe’re looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial® products and services.COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career...

  • Senior Transmission and Distribution Planner

    4 weeks ago

    Salt Lake, Utah, United States PacifiCorp Full time

    Job SummaryPacifiCorp is seeking a skilled professional to provide advice and counsel to management and client organizations regarding workforce utilization and delivery of the capital and OMAG plans. The ideal candidate will identify, prioritize, and ensure work for district resources aligns with the budget and supports the overall goals of the region.Main...

Financial Planner

1 month ago

Lake Oswego, Oregon, United States Prudential Financial Full time
Unlock Your Potential as a Financial Planner

Are you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Financial.

As a Financial Planner, you will play a key role in helping our clients achieve their financial objectives. You will work closely with a team of experienced professionals to develop and implement comprehensive financial plans that meet the unique needs of each client.

We are seeking a highly motivated and analytical individual who is eager to learn and grow in a fast-paced environment. If you have a strong work ethic, excellent communication skills, and a passion for helping others, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Develop and maintain relationships with clients to understand their financial goals and objectives
  • Conduct thorough financial analyses to identify areas for improvement and develop tailored financial plans
  • Work closely with clients to implement financial plans and provide ongoing support and guidance
  • Stay up-to-date with industry trends and developments to ensure the highest level of service for clients

What We Offer:

  • A comprehensive training and development program to help you achieve your career goals
  • A supportive and collaborative team environment that fosters growth and development
  • Competitive compensation and benefits package
  • Opportunities for advancement and professional growth

We are committed to helping our clients achieve their financial goals and we are seeking a talented and motivated individual to join our team. If you are passionate about helping others and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.