Financial Services Professional
6 days ago
Fisher Investments is seeking a highly skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance.
Key Responsibilities- Develop and implement customized investment strategies for clients, taking into account their individual financial goals and risk tolerance.
- Conduct regular portfolio reviews and provide clients with detailed analysis and recommendations for improvement.
- Collaborate with our sales team to identify new business opportunities and grow our client base.
- Stay up-to-date with market trends and economic developments, using this knowledge to inform investment decisions and provide clients with valuable insights.
- 2+ years of experience in the finance industry, with a proven track record of building strong client relationships.
- Series 65 license (we will provide support to obtain this upon starting).
- Bachelor's degree or equivalent work experience.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues at all levels.
- A competitive base salary of $85,000 - $125,000 per year, depending on experience.
- A discretionary bonus based on firm and individual performance.
- A comprehensive benefits package, including 100% paid medical, dental and vision premiums, a 50% 401(k) match, and 20 days of PTO.
- A dynamic and inclusive work environment, with opportunities for professional growth and development.
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Financial Services Professional
1 day ago
Portland, Oregon, United States LPL Financial Full timeFinancial 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...
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Financial Services Professional
1 week ago
Portland, Oregon, United States LPL Financial Full timeUnlock a World of Opportunities in Financial ServicesAbout the RoleLPL Financial collaborates with credit unions to provide a wide range of financial services to their clients. This exceptional opportunity at Alliant Credit Union in the Pacific Northwest invites you to become part of the Investment Program team as a Financial Advisor linked with LPL...
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Senior Financial Professional
1 week ago
Portland, Oregon, United States Creative Financial Staffing Full timeTransformative Opportunity in Financial LeadershipWe are a dynamic staffing agency, Creative Financial Staffing, seeking a seasoned Senior Accountant to spearhead our financial operations. As a key member of our team, you will play a pivotal role in driving our growth and shaping our financial future.Key Responsibilities:Financial Visionary: Oversee our...
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Financial Services Representative
2 weeks ago
Portland, Oregon, United States LPL Financial Full timePosition 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:-...
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Mortgage Loan Officer
3 days ago
Portland, Oregon, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
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Senior Accounting Professional
2 weeks ago
Portland, Oregon, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accounting Professional to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success.About the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our company is...
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Financial Underwriting Consultant
1 week ago
Portland, Oregon, United States StanCorp Financial Group Full timePosition Overview:As a vital member of StanCorp Financial Group, the Underwriter will be responsible for assessing and managing insurance risks, contributing to the overall growth and success of our organization.Key Responsibilities:- Utilize your analytical expertise to evaluate various insurance risks.- Make well-informed decisions that align with the...
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Healthcare Professional
5 days ago
Portland, Oregon, United States PROFESSIONAL HOME CARE SERVICES INC Full timeJob Overview**Job Title:** Registered Nurse/Licensed Practical Nurse**Company:** Professional Home Care Services Inc.**Job Type:** Full-time and Part-time**Location:** Portland, OregonWe are seeking a dedicated and compassionate Registered Nurse or Licensed Practical Nurse to join our team at Professional Home Care Services Inc. in Portland, Oregon. Our...
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Financial Services Representative
5 days ago
Portland, Oregon, United States Kristin Staropoli - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with Kristin Staropoli - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial...
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Strategic Financial Planning Professional
1 week ago
Portland, Oregon, United States Precision Castparts Corp Full timeFinancial AnalystWe are seeking a highly skilled Financial Analyst to play a key role in driving business growth and success at Precision Castparts Corp. As a Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Develop and maintain comprehensive...
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Senior Accounting Professional
6 days ago
Portland, Oregon, United States Creative Financial Staffing Full timeSenior Accounting Analyst OpportunityAbout the Company:Creative Financial Staffing is a leading provider of financial staffing solutions, partnering with high-growth companies to deliver top talent.This Senior Accountant position is a newly created role reporting to the VP of Finance, a seasoned executive with a strong track record of success.The company is...
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Senior Accounting Professional
2 weeks ago
Portland, Oregon, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accounting Professional to join our team. This is a newly created role that will report directly to the VP of Finance.About the CompanyOur client is a dynamic and visionary healthcare company with multiple locations throughout Florida. They are a private-equity backed, high...
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Financial Service Advisor
2 weeks ago
Portland, Oregon, United States Androscoggin Bank Full timePosition OverviewAs a vital member of our team, the Client Relations Associate plays a crucial role in delivering exceptional service to both individual and business clients. This position is integral to the success of Androscoggin Bank, a company dedicated to fostering community growth and financial well-being.Key ResponsibilitiesEngage with clients to...
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Portland, Oregon, United States ENERGY TRUST OF OREGON Full timeJob DescriptionAbout UsEnergy Trust of Oregon is a leading non-profit organization dedicated to promoting energy efficiency and renewable energy development. We serve a diverse customer base across Oregon and Washington, and are committed to delivering exceptional services to our customers.Our VisionClean, affordable energy for everyone. We strive to create...
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Chief Financial Officer
4 days ago
Portland, Oregon, United States Providence Health & Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Providence Health & Services. As a key member of our leadership team, you will be responsible for providing strategic financial guidance and oversight to drive business growth and success.Key ResponsibilitiesFinancial Leadership: Provide financial...
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Financial Services Advisor
2 weeks ago
Portland, Oregon, United States AbleLight Full timeMake a meaningful impact at AbleLight At AbleLight, we envision a world where individuals with developmental disabilities can reach their fullest potential. We are at the forefront of providing transformative services that enable those we support to flourish. Currently, we are in search of a Financial Services Advisor (Financial Life Specialist). In this...
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Chief Financial Officer
4 days ago
Portland, Oregon, United States Providence Full timeAbout the RoleThe Chief Financial Officer - Service Area will be a key member of the service area leadership team, responsible for driving financial performance and strategy. This role will work closely with local and regional leaders to achieve operational goals and budgets.Key ResponsibilitiesFinancial Leadership: Provide strategic financial guidance to...
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Financial Services Director
6 days ago
Portland, Oregon, United States Lithia & Driveway Full timeAbout Lithia & DrivewayLithia & Driveway is a leading provider of automotive services, committed to delivering exceptional customer experiences and driving business results through financial excellence.Job SummaryWe are seeking a highly skilled Business Manager to join our team at Lithia & Driveway. As a Business Manager, you will play a critical role in...
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Portland, Oregon, United States Fisher Investments Full timeAbout the RoleFisher Investments, a leading financial services firm with a global presence, is seeking a highly skilled Senior Corporate Financial Analyst to join its dynamic finance team.Key ResponsibilitiesCollaborate with the Group Vice President to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc...
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Portland, Oregon, United States Fisher Investments Full timeAbout the RoleFisher Investments, a leading financial services firm with a global presence, is seeking a highly skilled Senior Corporate Financial Analyst (FP&A) to join its dynamic finance team.Key ResponsibilitiesCollaborate with the Group Vice President to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc...