Financial Consultant
4 weeks ago
As a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients, growing your practice through client asset consolidation, networking, and referrals.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, including retirement planning, education planning, investment management, and estate planning.
- Build and maintain strong relationships with clients, providing exceptional customer service and exceeding client expectations.
- Stay up-to-date on market trends and industry developments, leveraging this knowledge to provide informed advice and guidance to clients.
- Collaborate with Schwab specialists and other team members to deliver a seamless client experience.
- Meet or exceed sales and revenue targets, driving business growth and expansion.
- A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Passion for delivering exceptional client service and driving business growth.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment.
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Financial Consultant
4 weeks ago
Beaverton, Oregon, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients. You will work closely with our clients to understand their financial goals and develop personalized investment strategies to help them...
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Financial Consultant
4 weeks ago
Beaverton, Oregon, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and wealth management...
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Financial Consultant
4 weeks ago
Beaverton, Oregon, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients, helping them achieve their financial goals. This role requires a strong understanding of financial markets, investment products, and risk management strategies.Key ResponsibilitiesDevelop and...
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Financial Services Professional
1 week ago
Beaverton, Oregon, United States COUNTRY Financial Full timeAbout the RoleCOUNTRY Financial is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement financial plans for clients, including investment and insurance...
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Financial Director
2 weeks ago
Beaverton, Oregon, United States ProKatchers LLC Full timeJob Title: Financial DirectorLocation: Beaverton, ORDuration: 2 monthsKey Responsibilities:Seeking an experienced professional with a diverse background in investments, venture capital, M&A, banking, and specialized consulting.Must be able to measure and track the growth of major investments.Not looking for traditional corporate finance or financial planning...
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Financial Services Professional
4 weeks ago
Beaverton, Oregon, United States Charles Schwab Full timeAt Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. Our purpose-driven culture and focus on development mean you'll get the tools you need to succeed. As a Financial Consultant, you'll work with existing clients, providing wealth management and financial planning advice. You'll grow your practice...
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Finance Graduate Internship at Nike
2 weeks ago
Beaverton, Oregon, United States NIKE Full timeJoin the Nike Finance TeamNike, Inc. is a growth company that looks for team members to grow with it. We are seeking a talented Finance MBA Intern to join our team and contribute to our mission of bringing inspiration and innovation to every athlete in the world.About the RoleThis is a paid internship opportunity with relocation assistance. As a Finance MBA...
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Client Relationship Specialist
4 weeks ago
Beaverton, Oregon, United States Banner Bank Full timeAbout the RoleBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker transactionsCross-sell Bank products and services, take applications for and book loansPerform account and client...
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Finance Internship at Nike
2 weeks ago
Beaverton, Oregon, United States NIKE Full timeJoin the Nike Finance TeamNike, Inc. is a growth company that looks for team members to grow with it. We are seeking talented MBA students to join our Finance team as part of a two-year rotational program.About the ProgramThis program is designed to provide an accelerated view of Nike's core businesses, create a strong professional network, and offer senior...
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Nike Finance Graduate Internship
1 week ago
Beaverton, Oregon, United States Nike Full timeJoin Nike's Finance TeamNike Finance is a dynamic and innovative team that drives sustainable, profitable growth by identifying opportunities and partnering cross-functionally to build and execute plans that fuel Brand and Business Momentum. As a Finance MBA Intern, you will have the opportunity to work on high-impact projects, develop your skills, and build...
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Finance Graduate Internship at Nike
3 weeks ago
Beaverton, Oregon, United States NIKE Full timeJoin Our Finance Team at NikeNike is a growth company that looks for team members to grow with it. We're seeking talented MBA graduates to join our Finance team as part of a two-year rotational program. This program is designed to optimize development through an accelerated view of Nike's core businesses, the creation of a strong professional network, and...
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Client Relationship Specialist
3 weeks ago
Beaverton, Oregon, United States Banner Bank Full timeAbout the RoleBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and services, taking...
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Client Relationship Specialist
3 weeks ago
Beaverton, Oregon, United States Banner Bank Full timeJob OverviewBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and services, taking...
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Program Director
2 weeks ago
Beaverton, Oregon, United States BrickRed Systems Full timeAbout the RoleWe are seeking a highly experienced Program Management Lead to oversee a large international program and ensure alignment with business strategies and financial constraints.The successful candidate will be responsible for defining tools and processes to support organizational excellence in program/project management and process definition.Key...
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Operations Support Specialist
4 weeks ago
Beaverton, Oregon, United States SNC-Lavalin Full timeAbout the RoleWe are seeking an experienced Operations Support Specialist to join our team at SNC-Lavalin. As a key member of our project controls team, you will be responsible for providing support to the Section Lead through information accumulation, data entry, analysis, and problem-solving for work planning and control.Key ResponsibilitiesProcess...
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Operations Support Specialist
4 weeks ago
Beaverton, Oregon, United States SNC-Lavalin Full timeAbout the RoleWe are seeking a highly skilled Operations Support Specialist to join our team at SNC-Lavalin. As a key member of our project controls team, you will be responsible for providing critical support to our project management team.Key ResponsibilitiesProcess purchase orders and change requests in our project management system, adhering to standard...
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Assistant Store Manager
1 week ago
Beaverton, Oregon, United States US Foods Full timeAssistant Store Manager Job DescriptionAs an Assistant Store Manager at US Foods, you will play a critical role in driving the financial performance of our store. Your responsibilities will include product merchandising and stocking, expense control, and achieving sales and profitability goals.Key Responsibilities:Manage front-end operations to ensure...
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Real Estate Sales Professional
2 weeks ago
Beaverton, Oregon, United States John L. Scott Real Estate Full timeJob DescriptionA Real Estate Listing Agent is responsible for providing expert guidance to clients on how to sell their home quickly and for optimal value. In this role, you will experience the dynamic and challenging real estate industry. As a listing agent, your clients will rely on you for strategic marketing plans to sell their property and your advice...
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COUNTRY Trust Bank Financial Advisor
2 weeks ago
Beaverton, United States COUNTRY Financial Full timeDescription Is this the role you are looking for If so read on for more details, and make sure to apply today. Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...
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COUNTRY Trust Bank Financial Advisor
2 weeks ago
Beaverton, United States COUNTRY Financial Full timeDescription Is this the role you are looking for If so read on for more details, and make sure to apply today. Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...
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COUNTRY Trust Bank Financial Advisor
2 months ago
Beaverton, United States Country Financial Full timeDescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...
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VP, Financial Consultant
1 month ago
Beaverton, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
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VP, Financial Consultant
1 month ago
beaverton, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
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VP, Financial Consultant
1 month ago
beaverton, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
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Client Relationship Consultant
3 months ago
Beaverton, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Client Relationship Consultant
4 weeks ago
Beaverton, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Client Relationship Consultant
2 months ago
Beaverton, United States Disability Solutions Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Client Relationship Consultant
3 months ago
Beaverton, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Leasing Consultant
2 months ago
Beaverton, United States Avenue5 Full timeLeasing Consultant Beaverton, OR Office and Leasing Full Time 691784 Job Title: Leasing Consultant Explore West End District: Unlock your potential with Avenue5 Residential. Your ideas. Your development. Your experience. We take care of you, so you can take care of our residents, properties and clients. Property management may...
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Consultant - Medical
4 weeks ago
Beaverton, OR, United States Banner Bank Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
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Leasing Consultant
2 weeks ago
Beaverton, United States Avenue5 Full timeLeasing Consultant Beaverton, OR Office and Leasing Full Time 695054 Job Title: Leasing Consultant Salary : $19-$21/hour + bonuses! Explore West End District: Unlock your potential with Avenue5 Residential. Your ideas. Your development. Your experience. We take care of you, so you can take care of our residents, properties and...
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Senior Financial Analyst, North America
1 month ago
Beaverton, United States NIKE Full timeBecome a Part of the NIKE, Inc. Team NIKE, Inc. does more than outfit the world's best athletes. It is a place to explore potential, obliterate boundaries and push out the edges of what can be. The company looks for people who can grow, think, dream and create. Its culture thrives by embracing diversity and rewarding imagination. The brand seeks achievers,...
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Client Relationship Consultant
4 weeks ago
Beaverton, Oregon, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Client Relationship Consultant
4 weeks ago
Beaverton, OR, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Senior Finance Manager
2 weeks ago
Beaverton, United States BrickRed Systems Full timeAbout the Role:As a Senior Finance Manager focused on economic research and investment analysis, you will play a key role in evaluating and tracking the company's major investments. This position requires someone with a diverse financial background, covering venture capital, mergers and acquisitions, and specialized consulting. Your expertise will drive key...
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Senior Finance Manager – Investment
2 weeks ago
Beaverton, United States BrickRed Systems Full timeAbout the Role:As a Senior Finance Manager focused on economic research and investment analysis, you will play a key role in evaluating and tracking the company’s major investments. This position requires someone with a diverse financial background, covering venture capital, mergers and acquisitions, and specialized consulting. Your expertise will drive...
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Senior Finance Manager – Investment
2 weeks ago
beaverton, United States BrickRed Systems Full timeAbout the Role:As a Senior Finance Manager focused on economic research and investment analysis, you will play a key role in evaluating and tracking the company’s major investments. This position requires someone with a diverse financial background, covering venture capital, mergers and acquisitions, and specialized consulting. Your expertise will drive...
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Senior Finance Manager – Investment
3 weeks ago
Beaverton, United States BrickRed Systems Full timeAbout the Role:As a Senior Finance Manager focused on economic research and investment analysis, you will play a key role in evaluating and tracking the company’s major investments. This position requires someone with a diverse financial background, covering venture capital, mergers and acquisitions, and specialized consulting. Your expertise will drive...