Current jobs related to Financial Services Representative - Portland, Oregon - LPL Financial

  • Financial Services Representative

    16 hours ago

    Portland, Oregon, United States OneMain Financial Full time

    Empowering customers is at the heart of what we do at OneMain Financial. As a Consumer Loan Sales Specialist, you'll listen to their needs and provide access to friendly, fast, and affordable financing for life's expenses.Our Sales Specialists learn the lending and servicing business, allowing them to grow their careers. Key responsibilities...

  • Financial Services Representative

    1 week ago

    Portland, Oregon, United States OnPoint Community Credit Union Full time

    We're a financial services organization that's not a bank. Our approach is inspired by the credit union philosophy of 'people helping people.' We've developed a strong tradition of investing in our employees and members. Our team is dedicated to providing exceptional service and support to our members. We're looking for a skilled professional to join our...

  • Financial Services Representative

    1 week ago

    Portland, Oregon, United States NW Priority Credit Union Full time

    Job SummaryNW Priority Credit Union is seeking a skilled Financial Services Representative to join our team at our Main Office in SE Portland.This role involves providing cash and non-cash transactions, maintaining account information, and referring members to other services such as lending and investments.The ideal candidate will have a strong understanding...

  • Financial Services Professional

    3 weeks ago

    Portland, Oregon, United States LPL Financial Full time

    {"h1": "Financial Advisor Opportunity at Alliant Credit Union", "p": "At LPL Financial, we partner with credit unions to offer a comprehensive menu of financial services to their clients. This employment opportunity at Alliant Credit Union in the Pacific Northwest allows you to join the Investment Program as a Financial Advisor associated with LPL Financial....

  • Financial Services Professional

    3 weeks ago

    Portland, Oregon, United States LPL Financial Full time

    Financial Advisor OpportunityAbout the RoleLPL Financial, a leading provider of investment services, is partnering with Alliant Credit Union to offer a unique opportunity for a Financial Advisor to join their team. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a comprehensive...

  • Financial Services Professional

    3 days ago

    Portland, Oregon, United States LPL Financial Full time

    This employment opportunity at Empeople Credit Union in Portland, ME would allow you to join the Investment Program at Empeople Credit Union as a Financial Advisor associated with LPL Financial.Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at Empeople Credit Union supports the local community with a complete...

  • Financial Services Representative

    1 month ago

    Portland, Oregon, United States NWCUA Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Representative to join our team at NWCUA. As a key member of our branch team, you will be responsible for providing exceptional member service, opening new accounts, and developing strong relationships with our members.Key ResponsibilitiesProactively support the branch team with...

  • Financial Representative

    1 month ago

    Portland, Oregon, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.As a Financial Representative, you will be responsible for building and maintaining strong...

  • Customer Service Representative

    2 weeks ago

    Portland, Oregon, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a significant income? We are seeking ambitious individuals to join our team as Customer Service Representatives at Symmetry Financial Group - Gary Uyemura.As a Customer Service Representative, you will be responsible for building relationships with clients, providing...

  • Financial Representative

    1 month ago

    Portland, Oregon, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.As a Financial Representative, you will be responsible for building and maintaining strong...

  • Financial Representative

    4 weeks ago

    Portland, Oregon, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. We are seeking a highly motivated and customer-focused Financial Representative to join our team.About the Role:As a Financial Representative, you will be responsible for providing...

  • Financial Representative

    3 weeks ago

    Portland, Oregon, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in building strong relationships with our clients and delivering exceptional financial services.Key ResponsibilitiesProvide exceptional customer service and support to clientsIdentify and...

  • Financial Services Representative

    7 days ago

    Portland, Oregon, United States NW Priority Credit Union Full time

    Job Type: Full-timeDescriptionNW Priority Credit Union is seeking a teller to provide cash and non-cash transactions to its members. This role is ideal for someone with entry-level financial experience who can deliver great customer service while upholding the credit union philosophy of people helping people.Perform various monetary and non-monetary...

  • Financial Services Representative

    1 month ago

    Portland, Oregon, United States NW Priority Credit Union Full time

    Job Title: Member Service RepresentativeNW Priority Credit Union is seeking a highly skilled and detail-oriented Member Service Representative to join our team at our Main Office in SE Portland. As a key member of our team, you will be responsible for providing exceptional customer service, handling cash and non-cash transactions, and maintaining accurate...

  • Financial Representative

    1 month ago

    Portland, Oregon, United States Fidelity TalentSource LLC Full time

    Key ResponsibilitiesWe are seeking a skilled Financial Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Your primary focus will be on identifying opportunities to deepen relationships and providing personalized solutions to meet...

  • Financial Services Specialist

    2 weeks ago

    Portland, Oregon, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our Award-Winning...

  • Customer Service Representative

    4 days ago

    Portland, Oregon, United States Scott Brennan - State Farm Agent Full time

    Are you a motivated self-starter looking for a rewarding career with excellent income and growth potential?We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.As a Customer Relations Representative, you will establish customer relationships and follow up with...

  • Customer Service Representative

    1 week ago

    Portland, Oregon, United States WaFd Bank Full time

    Customer Service Representative OpportunityWaFd Bank is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our branch, you will provide exceptional service to our clients, ensuring a positive and memorable experience.Key Responsibilities:Provide friendly and courteous service to clientsPerform...

  • Customer Service Representative

    2 weeks ago

    Portland, Oregon, United States First American Financial Company Full time

    About UsAt First American, we're passionate about fostering an inclusive, people-first culture where all feel welcome, supported, and empowered to be innovative and reach their full potential. As a customer service representative, you'll be part of a team that puts its people first, providing comprehensive title insurance protection and professional...

  • Customer Service Representative

    2 weeks ago

    Portland, Oregon, United States TEKsystems Full time

    Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at TEKsystems. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to inbound and outbound calls in a timely and professional mannerProvide...

Financial Services Representative

2 months ago

Portland, Oregon, United States LPL Financial Full time
Position Overview:
As a Financial Advisor with LPL Financial, you will be part of a dynamic team at Alliant Credit Union, dedicated to providing comprehensive financial solutions to our members. This role offers a unique opportunity to leverage the credit union's extensive referral network and member base to build a successful practice.

Key Responsibilities:
- Develop and maintain a robust client portfolio through the credit union's exceptional referral system.
- Engage with existing members to understand their financial goals and provide tailored advisory services.
- Utilize LPL Financial's innovative tools and technology to create customized investment strategies.
- Foster relationships within the community to enhance the credit union's reputation and client trust.

What We Offer:
- A supportive environment that prioritizes your growth and success.
- Access to a wide range of investment products from leading third-party sponsors.
- Comprehensive resources and expertise to assist in crafting client-focused solutions.
- The freedom to design strategies that align with your clients' unique objectives.

Qualifications:
- Must possess Series 7 and 66 (or 63/65) licenses.
- An active insurance license is required.
- A minimum of three years of experience in investment sales is essential.

Join Us:
At LPL Financial, we are committed to empowering our advisors to thrive in their careers while delivering exceptional service to clients. Your success is our priority, and we are here to support you every step of the way.