Investment Services Advisor Stage I

As a Financial Advisor with Transcend Practice Management, you will play a critical role in helping our clients achieve their financial goals. With a focus on personalized service and tailored solutions, we aim to deliver unparalleled value to our clients and create lasting relationships.Responsibilities:Manage existing client relationships and respond to...

Are you a motivated and experienced Financial Advisor looking for a new challenge? Do you want to join a dynamic team that shares your passion for delivering exceptional client service? Look no further than Transcend Practice Management!About the RoleWe are seeking a talented Financial Advisor to join our team, offering a unique opportunity to build on your...

**Company Overview**Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology...

We are seeking a motivated and ambitious Wealth Management Advisor to join our team at Baystate Financial. As a financial advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.The ideal candidate will have excellent communication skills, a strong understanding of the financial industry, and...

About the RoleWe are looking for a highly skilled Service Advisor Expertise professional to join our team at Gills Point S Tire & Auto. In this role, you will be responsible for providing exceptional customer service, understanding customer needs, and recommending services and repairs.Key ResponsibilitiesCustomer Service: Deliver outstanding customer...

Job OverviewAl Willeford Chevrolet is seeking a skilled Service Advisor Lead to join our team. This role is critical to the dealership's success, as it plays a key part in providing exceptional customer service experiences while managing a high volume of service calls and visits.ResponsibilitiesMaintain a professional customer service experience for all...

Job OverviewThe Al Willeford Chevrolet service department is seeking a highly skilled Service Advisor to provide exceptional customer service and manage a high volume of service calls and visits.Responsibilities:Greet and assist service customers, taking phone calls and handling walk-ins.Maintain a professional customer service experience, requesting...

Job OverviewiQ Credit Union is a dynamic financial institution that prioritizes its members' financial wellbeing. We're seeking a talented Member Advisor I to join our exceptional team in Portland, OR.This role involves providing exceptional service with in-branch member transactions, account relationships, and lending. You'll act as a resource to members,...

Job SummaryWe are seeking an experienced Tire and Auto Center Service Advisor Specialist to join our team at Ford Quick Lane. This is a great opportunity for those who have prior automotive retail experience and enjoy working with the public.About the Role:Greet customers in person and over the phone, ensuring a positive first impression.Conduct thorough...

Luxury Automotive Sales Advisor Job DescriptionWe are looking for a highly skilled Luxury Automotive Sales Advisor to join our team at Jaguar Land Rover Portland. As a Luxury Automotive Sales Advisor, you will be responsible for working closely with customers to understand their needs and preferences, and providing them with expert advice on luxury...

Job Title: Senior Client Service AssociateAbout the RoleTalentLink Solutions is seeking a highly organized and detail-oriented Senior Client Service Associate to join our team. This role will be responsible for supporting our advisors, clients, and continued growth by ensuring smooth firm-wide operations centered on client service.Key...

About UsInvestment Property Group owns and operates 151 properties throughout 13 states, with a diverse portfolio exceeding 111 mobile home locations and 40 multi-family apartment communities.We pride ourselves on our eight core values, which guide everything we do. We're looking for like-minded individuals who share our commitment to integrity, persistency,...

About the Role:CareOregon is seeking an experienced Strategic Tribal Liaison and Cultural Advisor to join our team. In this role, you will be responsible for developing and executing tribal strategies and activities across CareOregon.Job Summary:This position involves fostering engagement between the CareOregon enterprise and tribal entities throughout the...

We are looking for a highly motivated and experienced Luxury Automotive Parts Advisor to join our team at Jaguar Land Rover Portland.About the Job:  The ideal candidate will have a strong understanding of luxury automotive parts and accessories, excellent communication and customer service skills, and the ability to work effectively with multiple customers...

Job DescriptionWe are a wealth management firm, seeking a highly skilled Senior Client Service professional to join our team. As a key member of our operations team, you will support our advisors, clients, and continued growth, ensuring smooth firm-wide operations centered on client service.You will be responsible for facilitating and maintaining ongoing...

Service Advisor Job SummaryWe are seeking an experienced Service Advisor to join our team at Al Willeford Chevrolet.Job Responsibilities:Provide exceptional customer service to service customers.Taking phone calls and handling walk-ins.Sell General Motors recommended services and estimate repairs for existing mechanical issues.Requirements:The ideal...

Job Title: Senior Tax Advisor - Auto Industry ExpertWe are seeking a skilled Senior Tax Advisor to join our team at AMS Staffing, Inc. This is a full-time opportunity located in Portland, OR.Overview:The ideal candidate will have experience in tax compliance and advisory work for auto dealership business clients. They will be responsible for reviewing...

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Job DescriptionWe are looking for a highly motivated individual who is driven by the need to help clients identify and achieve their financial goals through various planning services.Making strategic...

Transcend Practice Management is a leading wealth management firm in Maine, with over $500M in client assets. We pride ourselves on our client-centric approach, combining investment management, retirement planning, and legacy wealth strategies to create personalized financial plans. Our team is built on unwavering integrity, positivity, and a passion for...

Job SummaryWe are seeking a skilled Financial Planning Professional to join our team at Multnomah Group. As an Associate Financial Advisor, you will work closely with the Personal Financial Planning team to provide exceptional financial planning and investment advice to individual and family clients.