Senior Financial Consultant
3 weeks ago
We are seeking a highly skilled Senior Financial Consultant to join our team at Baystate Financial. As a financial advisor, you will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
The ideal candidate will have a strong understanding of the financial industry and be able to make strategic product, plan, and investment recommendations to help clients reach their monetary goals.
A minimum estimated salary for this position is $80,000 - $100,000+ at plan commission. Our comprehensive training program ensures that you will stay up-to-date with the latest financial products and services.
Key responsibilities include:
- Compiling financial profiles for clients
- Making strategic product, plan, and investment recommendations
- Servicing existing clients while identifying new business opportunities
To be successful in this role, you should possess:
- Bachelor's degree in finance or related field
- Basic knowledge of computer programs including Microsoft Office and CRM systems
- Superior communication, relationship building, and math skills
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Financial Consultant
4 days ago
Portland, Oregon, United States Jobot Full timeJob DescriptionWe are seeking a highly skilled Senior Accountant to join our team for a 6-month project. The ideal candidate will have a solid background in financial accounting and be comfortable with a consultative role that requires a deep understanding of the financial industry.This role involves working closely with clients to provide expert advice and...
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Financial Insurance Sales Consultant
3 weeks ago
Portland, Oregon, United States Stress Less Financial Full timeUnlock your earning potential as a Financial Insurance Sales Consultant at Stress Less Financial. With our comprehensive training program, you'll gain the skills and knowledge to excel in the insurance industry.Key Responsibilities:Client-Centric Focus: Build lasting relationships with clients, providing expert guidance on life and health insurance options...
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Senior Financial Consultant
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Portland, Oregon, United States Adidas Full timeJob SummaryAs a seasoned financial expert, you will play a crucial role in driving business growth and improvement solutions within the Supply Chain Management team. This position requires a strong understanding of financial management, budgeting, and forecasting, as well as excellent analytical and communication skills.Key ResponsibilitiesDevelop and...
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Senior Client Advisor
3 days ago
Portland, Oregon, United States COLUMBIA FINANCIAL ADVISORS, INC Full timeYour OpportunityColumbia Financial Advisors, Inc. is a leading financial services provider that offers a range of internal service options to its clients. As a Senior Client Advisor, you will play a critical role in delivering exceptional client service and building strong relationships with our clients. Your primary focus will be on establishing and...
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Senior Technical Consultant
3 days ago
Portland, Oregon, United States Terracon Consultants, Inc. Full timeWe are looking for a talented Senior Technical Consultant to join our team at Terracon Consultants, Inc. As a Senior Technical Consultant, you will provide technical direction and expertise for production and completion of both routine and unique or complex projects. This role involves leading safety efforts for the team, promoting continuous quality...
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Senior Technical Consultant
4 weeks ago
Portland, Oregon, United States DaVinci Digital Full timeDaVinci Digital is hiring a Senior Technical Consultant to provide expert-level technical support to our clients. As a key member of our technical team, you will work closely with clients to resolve technical issues and deliver high-quality solutions.This role requires a minimum of five years of experience in IT consulting or as a junior system...
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Senior Technology Consultant
3 days ago
Portland, Oregon, United States Tiger Analytics Full timeTiger Analytics is a leading advanced analytics consulting and Engineering services firm, and we are seeking a highly skilled Senior Technology Consultant to join our Data & Insights Solutions practice leadership team. As a key member of our leadership team, you will be responsible for holding client platform, organization, and practices reviews proactively...
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Senior Financial Solutions Consultant
3 weeks ago
Portland, Oregon, United States Disability Solutions Full time**Company Overview:**At Disability Solutions, we are committed to helping individuals with disabilities achieve financial independence. Our team of experts is dedicated to providing comprehensive wealth management solutions that cater to the unique needs of our clients.We believe in a culture of inclusion and diversity, where every individual feels valued...
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Wealth Management Solutions Consultant
2 days ago
Portland, Oregon, United States COLUMBIA FINANCIAL ADVISORS, INC Full timeWe are seeking a highly experienced and skilled Wealth Management Solutions Consultant to join our team at COLUMBIA FINANCIAL ADVISORS, INC.The ideal candidate will have a deep understanding of the wealth management industry, with a focus on developing and executing strategies that drive revenue growth and customer satisfaction. Key responsibilities will...
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Senior Financial Analyst
3 days ago
Portland, Oregon, United States Vacasa Full timeAbout VacasaVacasa is a leading full-service vacation rental company in North America, dedicated to connecting homeowners and renters through smart technology and local teams. Our growth-oriented environment thrives on innovation, collaboration, and entrepreneurship.We're seeking an experienced Senior Financial Analyst to join our FP&A team, reporting...
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Financial Manager
4 days ago
Portland, Oregon, United States PacifiCorp Full timeJob Description:This Senior Finance Specialist position is responsible for providing strategic financial leadership and oversight to the organization. The successful candidate will have a strong background in finance, accounting, and management, with expertise in financial analysis, budgeting, forecasting, and risk management.The ideal candidate will have a...
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Senior Financial Manager
6 days ago
Portland, Oregon, United States Now CFO Full timeKey ResponsibilitiesOversee month-end and year-end close processes, including reviewing journal entries and reconciliations.Prepare, analyze, and present financial statements and reports in compliance with standards.Provide strategic financial insights and recommendations to clients.Collaborate with cross-functional teams to ensure data accuracy and...
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Senior Legal Consultant
1 day ago
Portland, Oregon, United States Destinationone Consulting Full timeAt Destinationone Consulting, we specialize in recruitment across diverse sectors. Our mission is to build a robust talent databank, enabling our recruiters to quickly connect job seekers with relevant opportunities as they arise.We are committed to integrity, transparency, and innovation, ensuring a professional and honest experience for all candidates. Our...
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Senior Financial Strategist
1 month ago
Portland, Oregon, United States VanderHouwen Full timeVanderHouwen is seeking a dynamic Senior Financial Strategist to join their leadership team. Reporting directly to the CEO, this role will focus on financial stewardship and identifying future growth opportunities.Company OverviewA prominent nonprofit organization located in Portland, OR, presents a unique opportunity for strategic contributions to their...
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Financial Services Specialist
2 days ago
Portland, Oregon, United States COLUMBIA FINANCIAL ADVISORS, INC Full timeAbout the RoleColumbia Financial Advisors, Inc. is seeking a Financial Services Specialist to join our team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients. Your primary focus will be on evaluating client companies to identify areas for development and...
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Senior Financial Planner Analyst
4 days ago
Portland, Oregon, United States Fiskars Brands Inc. Full timeJob DescriptionWe are seeking an experienced Senior Financial Business Analyst to join our team at Fiskars Brands Inc. In this role, you will play a pivotal part in the financial planning and analysis of our business unit. Your primary responsibilities will include analyzing financial data, delivering strategic recommendations to management, and...
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Senior Care Nurse Consultant
4 weeks ago
Portland, Oregon, United States Seastar Senior Services Full timeSeaStar Senior Services is seeking a Registered Nurse to serve as back-up for our current RN. This part-time position requires minimal hours, approximately 2-10 hours per month.Job Responsibilities:The RN will be responsible for ensuring compliance with the Oregon Administrative Rules and company policies. They will train new hires, assess new clients,...
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Senior Financial Strategist
2 months ago
Portland, Oregon, United States POIC & RAHS Full timeJob DescriptionWe are seeking an experienced Senior Financial Strategist to join our team at POIC & RAHS. As a key member of our executive leadership team, you will be responsible for developing and implementing creative financial management strategies that drive business growth and success.Key Responsibilities:Oversee revenue recognition, compliance,...
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Senior Care Support Manager
2 days ago
Portland, Oregon, United States Home Instead Senior Care Full timeHome Instead Senior Care is committed to creating an inclusive work environment where everyone feels valued and supported. As a Client Care Coordinator, you will have the opportunity to make a lasting difference in the lives of seniors and their families.You will be responsible for managing ongoing care for clients, including regular assurance visits,...
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Senior Financial Analyst
23 hours ago
Portland, Oregon, United States Emerald Staffing Full timeAccounting Operations RoleWe are seeking an experienced Senior Accountant to join our team at Emerald Staffing. This is a key role within our organization, responsible for providing comprehensive accounting support across our operations.ResponsibilitiesAs a Senior Accountant, your primary responsibilities will include:Preparing balance sheet reconciliations,...