Senior Financial Services Professional

3 weeks ago


Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

At Pacific Capital Resource Group, we are one of the fastest growing financial services firms in the Northwest, dedicated to directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest.

Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax-sensitive investing provides added value.

We believe in cultivating an environment that promotes collaborative development, where the sharing of concepts and ideas is paramount to the growth of each advisor's practice.

We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers.

We are a local firm with corporate alliances that give us the resources of a Fortune 100 company, offering an extensive training program that includes ongoing support staff, programs leading to CLU, ChFC &/or CFP CERTIFIED FINANCIAL PLANNERTM Professional, flexible scheduling, and a rewarding work-life balance.

We provide superior support and compensation for entry-level and experienced Financial Advisors, who will be able to assist individuals to meet their long-term financial goals in the areas of risk management, retirement, investments, college funding, and estate planning.

Our advisors will also be able to meet business owner's needs such as executive benefits and business continuation planning.

Our training program could lead to CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and/or CFP (CERTIFIED FINANCIAL PLANNERTM Professional) designation(s).

Please answer the following questions in your application, optional cover letter or email:

# Have you completed your bachelor's degree? If not, when will you graduate?

We are a firm that values our employees and provides them with the resources they need to succeed.

Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice.



  • Lake Oswego, Oregon, United States Cimmiyotti Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cimmiyotti Financial. The successful candidate will provide exceptional administrative support to our clients and colleagues, ensuring seamless day-to-day operations.Key ResponsibilitiesAnswer and direct incoming calls and faxesGreet clients,...


  • Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

    Pacific Capital Resource Group, Inc. is a leading financial services firm in the Northwest, dedicated to helping individuals and businesses achieve their long-term financial goals. As a Financial Advisor, you will play a critical role in assisting clients with risk management, retirement, investments, college funding, and estate planning. You will also work...

  • Financial Planner

    4 weeks ago


    Lake Oswego, Oregon, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre 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...

  • Financial Advisor

    3 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...

  • Financial Analyst

    4 weeks ago


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

    Job DescriptionFinancial Analysis and ReportingKey Responsibilities:* Prepare and review financial statements and reports* Analyze financial data and provide insights* Develop and implement financial modelsJob Requirements* Bachelor's degree in accounting or finance* 3-5 years of experience in financial analysis* Strong analytical and problem-solving...


  • Lake Oswego, Oregon, United States Oco Inc Full time

    Job Description:OCO Inc. is seeking a highly skilled Financial Manager to join our team in Oswego County.The successful candidate will be responsible for managing the fiscal planning and accounting controls for all programs within Crisis and Development Services.Perform various accounting activities, including budget development, financial analysis,...


  • Lake Oswego, Oregon, United States Jobot Full time

    Audit Manager OpportunityWe are seeking a highly skilled Audit Manager to join our team at Jobot. As a key member of our accounting and financial services team, you will be responsible for leading audits and providing expert guidance to our clients.About the RoleThis is a unique opportunity to work with some of the nation's best clients and enjoy a promising...


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

    Job OverviewWe are seeking a highly skilled Senior Accounting Professional to join our team in Salem, Oregon. The ideal candidate will have 3+ years of experience in accounting and a Bachelor's degree in Accounting.The successful candidate will be responsible for:Performing fundamental accrual accountingRecording and reconciling accounts receivable...


  • Lake Oswego, Oregon, United States Ayumetrix Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to support our financial operations at Ayumetrix. The ideal candidate will have a strong background in accounting with experience in daily accounting procedures, general ledger, and payroll functions. Additionally, they will possess excellent communication, technology, and analytical skills.Key...


  • Lake Oswego, Oregon, United States Cambridge Real Estate Services Full time

    Job DescriptionJob DescriptionCompensation: $24.00 per hourCambridge Real Estate Services is seeking a knowledgeable Assistant Property Manager to join the organization.This is a full-time position, 40 hours per week, with a focus on fostering growth and development for people of all backgrounds.Key Responsibilities* Oversee daily activities including...

  • Senior Tax Manager

    3 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job Type: Full-timeDescriptionAldrich is seeking a Senior Tax Manager to join our team. As a trusted advisor, you will provide complex tax review, planning, and compliance services to our clients. Your expertise will be invaluable in helping us grow and succeed.RequirementsLead and facilitate client service delivery, conducting comprehensive review meetings...


  • Lake Oswego, Oregon, United States Providence RN Careers Full time

    RN - Pre Surgical Services at Providence Milwaukie Hospital is a per diem part-time position working on a day shift.As a Providence caregiver, you'll apply your specialized training to deliver world-class health with human connection and make a difference every day through your extraordinary care.Key Responsibilities:Deliver high-quality patient care in a...


  • Lake Oswego, Oregon, United States Bonaventure Senior Living Full time

    At Bonaventure Senior Living, we are seeking a highly skilled and organized Receptionist to join our team. As a Receptionist, you will be the first point of contact for our residents and visitors, providing exceptional customer service and ensuring a warm and welcoming atmosphere. Your responsibilities will include greeting visitors, answering phone calls,...


  • Lake Oswego, Oregon, United States Bonaventure Senior Living Full time

    Receptionist Position at Bonaventure Senior LivingWe are seeking a skilled and friendly Receptionist to join our team at Oswego Place by Bonaventure. As a Receptionist, you will be the first point of contact for our community visitors, providing exceptional customer service and ensuring a warm welcome to our residents and guests.Key Responsibilities:Greet...

  • Senior Tax Manager

    3 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich is seeking a highly skilled Senior Tax Manager to join our team. As a trusted advisor to our clients, you will provide complex tax review, planning, and compliance services. Your expertise will be invaluable in helping our clients achieve their long-term objectives.Key Responsibilities* Conduct in-depth analysis of client financial data to...

  • Senior Tax Manager

    3 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich is seeking a highly skilled Senior Tax Manager to join our team. As a trusted advisor, you will provide complex tax review, planning, and compliance services to our clients.Key ResponsibilitiesLead and facilitate client service delivery, conducting comprehensive review meetings and ensuring the highest standard of client engagement and...


  • Lake Oswego, Oregon, United States VanderHouwen Full time

    A prominent nonprofit organization in Portland, OR, is seeking a dynamic Chief Financial Officer (CFO) to join their leadership team. Reporting directly to the CEO, this role will focus on financial stewardship and identifying future growth opportunities. The ideal CFO will align with the organization's core values of respect, quality, collaboration,...

  • Sales Associate

    4 weeks ago


    Lake Oswego, Oregon, United States Bonaventure Senior Living Full time

    Job Title: Sales AssociateAt Bonaventure Senior Living, we are seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will play a critical role in promoting our senior living community and providing exceptional customer service to prospective residents and their families.Key Responsibilities:Provide direct...


  • Lake Oswego, Oregon, United States Bonaventure Senior Living Full time

    Server Job DescriptionBonaventure Senior Living is seeking a Server to join our team at Oswego Place. As a Server, you will play a critical role in providing exceptional dining experiences for our residents.Responsibilities:Assist in the preparation of menu itemsServe and deliver meals to residents in a prompt and courteous mannerClean the kitchen and...

  • Financial Trader

    4 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Key ResponsibilitiesWe are seeking a detail-oriented and analytical professional to join our dynamic investment team as a Trader. This individual will work closely with our Senior Trader and our Investment and Client Services departments.The Trader will be primarily responsible for establishing, monitoring, and trading client portfolios, as well as managing...