Financial Services Professional

1 week ago


Lake Oswego, Oregon, United States Edward Jones Full time

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

We value different viewpoints to help achieve results. Our team will be there every step of the way, providing comprehensive 6-month training including an experienced peer to help mentor you. A wide support network that extends from your branch office to your region to the home office.

You'll deliver exceptional personalized service to ensure clients feel understood and informed. Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year. Actively listen for situations in the clients' lives that may indicate a need for additional services. Driving marketing activities such as planning and executing events.

Payout: $23.25 - $27.17

The Branch Office Administrator (BOA) role is a fulfilling career opportunity. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We observe ten paid holidays and provide 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.



  • Lake Oswego, Oregon, United States Banner Bank Full time

    OverviewBanner Bank is a dynamic financial institution committed to delivering exceptional services to our clients. We strive to foster a culture of innovation, collaboration, and growth, enabling our employees to thrive in their careers.SalaryThe estimated salary for this role is $80,000 - $120,000 per annum, depending on location and experience.Job...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    At Edward Jones, we are building a place where everyone feels like they belong. Our team of experienced professionals is dedicated to providing exceptional personalized service to our clients, ensuring they feel understood and informed.We're seeking a talented Financial Services Coordinator to join our team! As a key member of our branch support team, you...


  • Lake Oswego, Oregon, United States David Shin - State Farm Agent Full time

    Company OverviewWe are a tight-knit team of 5.5 members at David Shin - State Farm Agent, driven to be the best versions of ourselves each day. Our culture is built on core values of working in the light, failing forward, and choosing courage over comfort. We offer a unique work environment that supports personal and professional growth.We provide our team...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    About Us">Edward Jones is a Fortune 500 company where people come first. With over eight million clients and nineteen thousand financial advisors across the U.S. and Canada, we are proud to be privately-owned, placing our focus on our clients rather than shareholder returns.">Our Purpose">We partner for positive impact to improve the lives of our clients and...


  • Lake Oswego, Oregon, United States Banner Bank Full time

    About UsAt Banner Bank, we take pride in our long-standing tradition of delivering exceptional financial services to individuals and businesses. Our commitment to core values such as listening, learning, and helping others has been the foundation of our success for over 130 years.We have a strong presence in the Pacific Northwest, with assets exceeding $15...


  • Lake Oswego, Oregon, United States First Citizens Bank Full time

    About the Business Services Representative RoleThe Business Services Representative is responsible for delivering a full range of business deposits and related services to clients. This role requires partnering with business and commercial bankers as a subject matter expert in business deposits and related business services, as well as self-sourcing new...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    We are seeking a Branch Office Administrator to join our team at Edward Jones, a Fortune 500 company. This role offers a competitive salary of $25-$30 per hour, depending on experience, and the opportunity to work with a wide range of clients.About UsEdward Jones is a privately-owned financial services firm that values its associates and prioritizes their...


  • Lake Oswego, Oregon, United States LHH Recruitment Solutions Full time

    Financial Operations Specialist OpportunityWe are seeking an experienced Financial Operations Specialist to join our team in Lake Oswego, OR.Estimated Salary: $32.50 per hourCompany OverviewThis is a fantastic opportunity to work for a well-established company that values its employees and offers a dynamic work environment.Job DescriptionMaintain accurate...

  • Financial Analyst

    2 days ago


    Lake Oswego, Oregon, United States MEDC: Tribal One Full time

    Job TitleAccounting Clerk III (Fiscal Technician)About the JobMEDC: Tribal One is seeking an experienced Financial Analyst to provide fiscal technician support services for the USDA Natural Resources Conservation Service (NRCS) Oregon State Office.


  • Lake Oswego, Oregon, United States MEDC: Tribal One Full time

    Job Title: Financial Analyst IIICompany: MEDC: Tribal OneAbout the Job:We are seeking a skilled Financial Analyst III to join our team at MEDC: Tribal One. As a key member of our finance department, you will be responsible for providing fiscal technician support services for the USDA Natural Resources Conservation Service (NRCS) Oregon State...


  • Lake Oswego, Oregon, United States LHH Recruitment Solutions Full time

    Company OverviewLHH Recruitment Solutions is collaborating with a company to find a detail-oriented and organized Financial Operations Specialist to join their accounting team in Salem, Oregon.Salary and BenefitsThe estimated annual salary for this position is $52,000 to $73,000 based on 20 hours of work per week. Our benefit offerings provide employees the...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    We're seeking a highly organized and detail-oriented Branch Support Professional to join our team at Edward Jones! In this role, you'll provide administrative support to our financial advisors and help clients achieve their long-term financial goals.Your strong ability to work independently and manage multiple priorities in a deadline-driven environment will...

  • Financial Advisor

    24 hours ago


    Lake Oswego, Oregon, United States Aldrich Full time

    About UsAldrich Wealth is a leading provider of financial services to high net worth individuals and corporate retirement plans. We pride ourselves on our holistic approach, paired with high-touch service, which weaves together investment management for retirement plans, fiduciary governance, plan design consulting, and financial wellness and employee...


  • Lake Oswego, Oregon, United States Aldrich Full time

    OverviewAldrich is a dynamic west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect.Compensation PackageThe estimated annual salary for this position is $135,000 - $165,000, depending on factors such as experience,...


  • Lake Oswego, Oregon, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at LHH Recruitment Solutions. This is a fantastic opportunity for an experienced professional to take on new challenges and contribute to the growth of our organization.About the RoleThis senior-level position will be responsible for conducting yearly close activities,...


  • Lake Oswego, Oregon, United States St Luke Health Services Full time

    Career OpportunitiesAs a Registered Nurse Supervisor at St. Luke Health Services, you will have the opportunity to work with a talented team of healthcare professionals who share your passion for delivering exceptional patient care.You will be responsible for overseeing daily operations, supervising nursing staff, and ensuring compliance with regulatory...


  • Lake Oswego, Oregon, United States Aldrich Full time

    Company OverviewAldrich Advisors is a growth-minded regional professional services firm with an innovative and entrepreneurial spirit. We value accountability, agility, collaboration, and respect as our core principles.Salary and BenefitsThe estimated annual salary for this Tax Manager role ranges from $125,000 to $155,000, with opportunities for incentive...


  • Lake Oswego, Oregon, United States TheraEX Staffing Services Full time

    OverviewTheraEX Staffing Services is a reputable healthcare staffing agency that specializes in providing temporary staff to fill the needs of medical facilities across the nation.We are committed to delivering exceptional service and fostering a supportive work environment for our professionals. Whether you're looking for a short-term or long-term...


  • Lake Oswego, Oregon, United States U.S. Bank Full time

    At U.S. Bank, our mission is to empower customers and businesses to achieve financial success through personalized banking solutions. Salary Range: $20.63 - $27.50 - $30.25 per hour, depending on location.Job OverviewWe are seeking a skilled Banking Relationship Professional to join our team. This role involves building strong relationships with customers,...


  • Lake Oswego, Oregon, United States Lions Capital Mortgage Inc Full time

    Job OverviewWe are seeking an experienced and skilled Mortgage Advisor to join our team at Lions Capital Mortgage, Inc.The successful candidate will be responsible for originating new residential mortgage clients, developing a strong business network of referrals, and analyzing borrower financial data to determine creditworthiness.With a strong focus on...