Current jobs related to Wealth Management Specialist - Remote, Oregon - Ellevest
-
Senior Wealth Management Professional
2 weeks ago
Remote, Oregon, United States Financial Recruiters International Full timeSenior Private Banker OpportunityOur client, a leading Regional Private Bank in Houston, is seeking a seasoned professional to fill the role of Senior Private Banker. This position offers a unique blend of banking and wealth management responsibilities, providing a challenging and rewarding career path.Key Highlights:Competitive compensation package with...
-
Service Desk Support Specialist
6 days ago
Remote, Oregon, United States Equity Trustees Full timeAbout the Role:We are seeking a skilled Service Desk Support Administrator to join our Technology & Projects team at Equity Trustees. As a key member of our team, you will play a pivotal role in delivering top-tier IT support, ensuring our systems are always running smoothly and our staff receives exceptional service.Key Responsibilities:Provide expert...
-
Cloud Infrastructure Specialist
6 days ago
Remote, Oregon, United States TNN Capital Full timeAbout TNN CapitalTNN Capital is a leading wealth management firm that provides independent and objective advice to affluent families. We are committed to simplifying the complexities of wealth management and ensuring that our expertise is executed with the utmost discretion and commitment to excellence.Job SummaryWe are seeking a highly skilled Cloud Support...
-
Tax Manager
6 days ago
Remote, Oregon, United States Jobot Full timeJob Summary: We are seeking a highly skilled Tax Manager to join our team at a leading Public accounting firm. As a Tax Manager, you will be responsible for supervising staff and senior accountants on multiple engagements simultaneously, evaluating their progress, and training and mentoring them. Key Responsibilities:Work collaboratively with all levels of...
-
Leasing Team Leader
4 weeks ago
Remote, Oregon, United States PURE Property Management Full timeLeasing Team Leader Job DescriptionPURE Property Management is seeking a highly skilled Leasing Team Leader to join our team. As a key member of our leasing team, you will be responsible for leading a team of leasing specialists to maximize occupancy levels while ensuring compliance with all guidelines and quality control.Key Responsibilities:Lead a team of...
-
Leasing Team Leader
2 weeks ago
Remote, Oregon, United States PURE Property Management Full timeLeasing Team Leader Job DescriptionPURE Property Management is seeking a highly skilled and experienced Leasing Team Leader to join our team.Job Summary:The Leasing Team Leader will be responsible for leading a team of Leasing Specialists to maximize occupancy levels while ensuring compliance with all guidelines and quality control.Key...
-
Paraplanning Professional
6 days ago
Remote, Oregon, United States Equity Trustees Full timeAbout the Role:We are seeking a skilled Paraplanning Professional to provide high-quality support services to our EQT Financial Advisers. As a key member of our team, you will play a crucial role in creating Statements of Advice and Record of Advice Documents.Key Responsibilities:Prepare financial planning Statements of Advice & Records of AdviceDevelop...
-
Data Management Specialist
6 days ago
Remote, Oregon, United States Concurrent Technologies Corporation Full timeConcurrent Technologies Corporation is seeking an experienced Data Management Specialist to oversee the management, organization, and governance of structured and unstructured data across the enterprise.The ideal candidate will have a strong background in project management, digital engineering, and digital transformation, with 6-10 years of relevant...
-
Licensed Practical Nurse
6 days ago
Remote, Oregon, United States CareHarmony LLC Full timeCareHarmony LLC is seeking an experienced Licensed Practical Nurse to join our team as a Care Management Specialist. This role will involve working comprehensively with providers to deliver value-based care management initiatives for patients.The ideal candidate will have at least 3 years of direct patient-facing work experience and thrive in a fast-paced...
-
Senior Tax Manager
6 days ago
Remote, Oregon, United States Jobot Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Senior Tax Manager specializing in Trusts and Estates to join our dynamic team at Jobot. As a key member of our team, you will be responsible for overseeing all aspects of tax planning, compliance, and strategy for our clients.ResponsibilitiesOversee and manage all aspects of tax compliance for...
-
HRIS Specialist
2 weeks ago
Remote, Oregon, United States Western Growers Full timeJob Title: HRIS SpecialistWestern Growers is seeking a highly skilled HRIS Specialist to join our team. As an HRIS Specialist, you will be responsible for the support, maintenance, and improvement of all HR systems and related processes.Key Responsibilities:Manage daily HRIS operations, including security access, maintenance, administration, and systems...
-
Graphic Specialist
2 weeks ago
Remote, Oregon, United States EOTM - Partners Professional Full timeJob Title: Graphic SpecialistAbout the Role:We are seeking a skilled Graphic Specialist to join our team at EOTM - Partners Professional. As a Graphic Specialist, you will be responsible for creating professional PowerPoint and Word documents, integrating Excel charts, tables, and animations. You will also modify images using Adobe Photoshop and work with...
-
Procurement Specialist
1 week ago
Remote, Oregon, United States Bering Straits Native Corporation Full timeJob SummaryBering Straits Native Corporation is seeking a skilled Procurement Specialist to provide procurement services for US Government Prime Contracts. This role supports multiple teams across the United States and ensures compliance with federal rules and regulations through procurement of goods and services.Key ResponsibilitiesPerform day-to-day...
-
Healthcare Billing Specialist
5 days ago
Remote, Oregon, United States LabCorp Full timeHealthcare Billing Specialist Job DescriptionLabCorp is seeking an entry-level Healthcare Billing Specialist to join our team. As a Healthcare Billing Specialist, you will be responsible for processing and managing healthcare claims, ensuring accurate and timely billing activities.Key Responsibilities:Process and manage healthcare claims, ensuring accurate...
-
Billing Specialist
6 days ago
Remote, Oregon, United States Vasquez Law Firm PLLC Full timeBilling Specialist Job DescriptionVasquez Law Firm PLLC is seeking a highly skilled Billing Specialist to join our team. The ideal candidate will have a strong background in accounting and billing, with excellent communication and organizational skills.Key Responsibilities:Review and edit bills for accuracy and completenessCoordinate with billers to ensure...
-
Acquisitions Specialist
5 days ago
Remote, Oregon, United States GitLab Full timeJob Title: Acquisitions SpecialistAt GitLab, we're looking for a skilled Acquisitions Specialist to join our team. As an Acquisitions Specialist, you will be responsible for managing customer-facing cases throughout the entire support lifecycle, from initial customer inquiry to triage and reproduction, writing bug reports for hand-off to the development...
-
Procurement Specialist
3 weeks ago
Remote, Oregon, United States Bering Straits Native Corporation Full timeJob SummaryBering Straits Native Corporation is seeking a highly skilled Procurement Specialist to join our team. As a Procurement Specialist, you will be responsible for procuring goods and services for US Government Prime Contracts. This is a fully remote position with one week of in-person onboarding and training. Candidates may have the option to work...
-
Remote, Oregon, United States Avanos Medical Full timeAbout the RoleWe are seeking a highly skilled and motivated Clinical Sales Specialist to join our team and play a key role in expanding our market presence in the Interventional Pain Management division.Key ResponsibilitiesProvide clinical expertise and product knowledge to support the sales process, including conducting product demonstrations and in-service...
-
Data Governance Specialist
2 weeks ago
Remote, Oregon, United States ASK Consulting Full timeJob Title: Data Governance SpecialistAt ASK Consulting, we are seeking a highly skilled Data Governance Specialist to join our dynamic Enterprise Model Governance (EMG) Team. As a key member of our team, you will play a crucial role in collecting and managing a comprehensive inventory of all models, both internally built and externally acquired, that are...
-
Content Specialist
2 months ago
Remote, Oregon, United States UpToDate, Inc. Full timeAbout the Role:We are seeking a highly skilled Content Specialist to join our team at UpToDate, Inc. as a Drug File Content Specialist.Key Responsibilities:Develop and maintain detailed and specialized embedded drug file content for international and domestic databases.Utilize clinical and technical expertise to create relevant and clinically meaningful...
Wealth Management Specialist
2 months ago
Ellevest is a pioneering financial services company dedicated to empowering women to take control of their financial futures. Our mission is to provide innovative investment and wealth management solutions that cater to the unique needs and goals of women.
Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team as a consultant. As a Financial Planner for Ellevest, you will play a critical role in supporting our clients' financial planning needs, providing expert guidance and education on various financial topics, and collaborating with our team to deliver exceptional client experiences.
Key Responsibilities- Provide personalized financial education and guidance to clients on topics such as budgeting, debt repayment, retirement planning, and more.
- Conduct introductory calls with clients and prospects to explore Ellevest's financial planning services and match them with the right planning session or package.
- Support prospective clients by educating them on our services and helping them achieve their financial goals.
- Collaborate with our Financial Planning team to maintain a consistent methodology, philosophy, and process.
- Present educational workshops and webinars to groups of + people on various financial topics.
- Comply with Ellevest's methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements.
- Promote professional and team development by staying up-to-date on significant changes or developments in the financial services industry.
- CERTIFIED FINANCIAL PLANNERTM (CFP) Professional certification that is current and active.
- 5+ years of broad financial planning experience, with high volume experience preferred.
- Willingness to partner with the Ellevest brand and manage any potential conflicts with existing brands.
- Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences with different levels of experience and knowledge.
- Willingness to lead group sessions, webinars, and workshops with + attendees.
- Experience relying on and adapting to new technology, especially in a remote setting.
- Adapt to a fast-paced and dynamic remote work environment.
- Passion for our women-oriented mission.
Ellevest's compensation framework is based on relevant data, benchmarking, and research for comparable companies and on our internal pay equity policies. The prospective pay rate for this consulting role is $-/hour. The actual offer will be determined by a number of factors, including the applicant's experience, skills, certifications, and internal equity among our team.
