Financial Services Professional
7 days ago
Fisher Investments is seeking a skilled Investment Counselor to join our team. As an Investment Counselor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions.
- Investment Strategy: Collaborate with internal portfolio decision-makers and research teams to develop and implement investment strategies that align with client goals.
- Client Communication: Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
- Experience: 2+ years of experience in the finance industry, with a proven track record of building and maintaining client relationships.
- Education: Bachelor's degree or equivalent work experience.
- License: Series 65 (Fisher Investments will assist with obtaining this license upon starting).
- Skills: Thoughtful consultative approach with an emphasis on client focus.
- Compensation: $85,000 - $125,000 base salary per year in the state of WA, with eligibility for a discretionary bonus based on firm and individual performance.
- Benefits: 100% paid medical, dental, and vision premiums for you and your qualifying dependents, 50% 401(k) match, up to the IRS maximum, 20 days of PTO, plus 10 paid holidays, and exceptional family support programs.
Fisher Investments is a fee-only fiduciary firm committed to bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our team is dedicated to providing exceptional service to our clients and making a positive impact in the community.
-
Gresham, Oregon, United States Blue Skye Financial Full timeJob Opportunity**About Us**Blue Skye Financial is a dynamic organization dedicated to revolutionizing the financial futures of American families. Our mission is to empower individuals to achieve independence and wealth through innovative financial solutions.**Job Summary**We are seeking a seasoned Licensed Life/Health Agent to join our team. As a key player...
-
Financial Services Specialist
1 week ago
Gresham, Oregon, United States Fisher Investments Full timeAbout the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Fisher Investments. As a Portfolio Consultant, you will play a critical role in onboarding new clients and providing exceptional service to our high-net-worth clients.Key ResponsibilitiesPartner with our sales professionals to onboard new clients who have expressed a...
-
Financial Operations Coordinator
2 weeks ago
Gresham, Oregon, United States BCForward Full timeJob OverviewPosition Title: Financial Operations CoordinatorClient Overview: BCForward is a prominent firm focused on delivering innovative solutions in the financial services sector.Role SummaryThe Financial Operations Coordinator is responsible for overseeing the execution and adherence to operational processes within the financial domain. This role...
-
Restaurant Service Professional
7 days ago
Gresham, Oregon, United States Red Lobster Full timeJob Summary:We are seeking a skilled Server to join our team at Red Lobster. As a Server, you will be responsible for providing exceptional customer service, taking orders accurately, and delivering hot food promptly.Key Responsibilities:Enhance guest experiences by offering personalized service and making recommendationsTake orders accurately and manage...
-
Construction Financial Analyst
2 weeks ago
Gresham, Oregon, United States Gpac Full timeConstruction Financial Coordinator (Remote Opportunity) We are currently seeking a Financial Coordinator who will be instrumental in overseeing and managing financial data essential to our construction initiatives. This role involves close collaboration with the financial leadership and project teams to ensure precise financial reporting and adherence to...
-
Financial coordinator
2 months ago
Gresham, Oregon, United States Beacon Oral and Maxillofacial Surgeons Full timeNow Hiring a Full-Time Financial CoordinatorFull-Time Benefits Medical Insurance Dental HRA Vacation Pay 7 Paid Holidays 401k/Profit Sharing/Pension Plan Monthly Bonus System Coffee Fridays Close-knit team Long-term staff Great Doctors Group Activities (Hood to Coast team, fun staff events, etc.)Beacon Oral & Maxillofacial Surgeons is hiring a full-time...
-
Construction Financial Analyst
1 week ago
Gresham, Oregon, United States Gpac Full timeCommercial Construction Financial AnalystOur client, a leading Commercial General Contractor, is seeking a Financial Analyst who will be instrumental in overseeing and managing financial data crucial to their construction initiatives. This role involves close collaboration with the Controller and Project Managers to guarantee precise financial reporting and...
-
Financial Strategy Analyst
2 weeks ago
Gresham, Oregon, United States Woodward Full timeWoodward's Commitment to Diversity, Inclusion, and BelongingAt Woodward, we believe that every individual, regardless of their background, appearance, or identity, deserves the opportunity to achieve their fullest potential. We are committed to fostering an environment that embraces diverse perspectives and experiences, as we recognize the value they bring...
-
Construction Financial Analyst
1 week ago
Gresham, Oregon, United States Gpac Full timeCommercial Construction Accounting SpecialistPosition Overview:We are currently seeking a Commercial Construction Accounting Specialist who will be instrumental in overseeing and managing financial information essential to our construction projects. This role involves close collaboration with the financial leadership and project teams to ensure precise...
-
Property Management Professional
3 days ago
Gresham, Oregon, United States C&R Management Group LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Affordable Property Manager to join our team at C&R Management Group LLC. As a key member of our property management team, you will be responsible for the day-to-day management of our affordable housing properties, ensuring that our residents receive exceptional service and that our properties are...
-
Special Education Professional
5 days ago
Gresham, Oregon, United States Soliant Full timeJob SummaryWe are seeking a highly skilled and dedicated Special Education Teacher to join our team at Soliant. As a Special Education Teacher, you will play a critical role in providing high-quality educational services to students with special needs.Key ResponsibilitiesDevelop and Implement Individualized Education Plans (IEPs)Design and implement tailored...
-
Customer Service Representative
5 days ago
Gresham, Oregon, United States Anthony Kondos - State Farm Agent Full timeJob Description**Position Overview**Are you a customer-focused individual who enjoys working with the public? Do you have excellent communication skills and a strong work ethic? If so, this may be the career for you. As a State Farm independent contractor agent, we market only State Farm insurance and financial service products.**Responsibilities**Establish...
-
Healthcare Professional
7 hours ago
Gresham, Oregon, United States Provider Solutions & Development Full timeAbout the RoleWe are seeking an experienced Nurse Practitioner or Physician Assistant to join our team at Provider Solutions & Development. As a key member of our healthcare team, you will be responsible for providing high-quality patient care in a fast-paced, dynamic environment.Key ResponsibilitiesProvide primary care services to patients, including health...
-
Dental Care Professional
7 days ago
Gresham, Oregon, United States InterDent Service Corporation Full time**About Us**At InterDent Service Corporation, we prioritize our team members' well-being as much as our patients'. Our mission is to deliver exceptional, lifelong oral healthcare services that enhance the quality of life for our patients and their families.**Our Vision**We strive to provide accessible, patient-centered care that is paramount to overall...
-
Syndicated Loan Quality Reviewer
3 days ago
Gresham, Oregon, United States U.S. Bancorp Full time**About U.S. Bancorp**U.S. Bancorp is a leading financial institution seeking a highly skilled professional to join our Lending Services team. As a Syndicated Loan Quality Reviewer, you will play a critical role in ensuring the quality and integrity of our loan portfolio.**Key Responsibilities:**Conduct thorough reviews of syndicated loans to identify...
-
Gresham, Oregon, United States INSPYR Solutions Full timePosition: Commercial Customer Service Banker Location: Remote Contract Duration: 1 year Compensation: $28.00 per hour Eligibility: US Citizens, Green Card Holders, or those Authorized to Work in the U.S.The Commercial Customer Service Banker serves as the primary liaison for commercial banking clients utilizing the Treasury Management services offered by the...
-
Gresham, Oregon, United States INSPYR Solutions Full timePosition: Commercial Customer Service Banker Location: Gresham, OR Contract Duration: 1 year Salary: $28.00 per hour Eligibility: US Citizens, Green Card Holders, or those Authorized to Work in the U.S.The Commercial Customer Service Banker serves as the primary liaison for commercial banking clients utilizing the Treasury Management services offered by the...
-
Caregiver - Senior Living Professional
3 days ago
Gresham, Oregon, United States Brookdale Senior Living Full timeJob SummaryWe are seeking a compassionate and dedicated Caregiver to join our team at Brookdale Senior Living. As a Caregiver, you will play a vital role in providing direct care to our residents, recognizing their individual needs, and promoting their independence and dignity.ResponsibilitiesProvide direct care to residents, including assistance with...
-
Behavioral Health Program Manager
4 days ago
Gresham, Oregon, United States ColumbiaCare Services Full timeAbout the JobWe are seeking a highly skilled and experienced Residential Administrator to join our team at ColumbiaCare Services. As a Residential Administrator, you will be responsible for providing daily managerial oversight of our Fieldstone RTH program in Wilsonville, Oregon.Key Responsibilities:Coordinate and maintain a professional relationship with...
-
Maintenance and Repair Professional
7 days ago
Gresham, Oregon, United States Sigma Design Full timeJob SummarySigma Design is seeking a skilled Facilities Technician to join their team in Gresham, OR. This is a full-time, 100% onsite opportunity that offers excellent benefits and career development.Key ResponsibilitiesPerform routine maintenance, repairs, and installations to ensure smooth operation of all systems and equipment.Diagnose and repair...