Current jobs related to Financial Planning Specialist - Portland, Oregon - Gpac

  • Financial Planning Specialist

    2 weeks ago

    Portland, Oregon, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesConduct in-depth financial planning sessions...

  • Senior Financial Planning Specialist

    1 week ago

    Portland, Oregon, United States Buckingham Strategic Wealth Full time

    Job SummaryWe are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our team at Buckingham Strategic Wealth. As a key member of our planning-centric team, you will play a critical role in designing, building, and protecting the financial dreams of our clients.Key ResponsibilitiesPartner with Wealth Advisors to care for...

  • Financial Transaction Specialist

    2 weeks ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounts Payable Specialist OpportunityCreative Financial Staffing is working with a respected construction company in the Portland Metro area to find an experienced Accounts Payable Specialist.About the Company and Opportunity:The company is a well-established player in the construction industry, seeking a skilled professional to manage their accounts...

  • Financial Operations Specialist

    2 weeks ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Creative Financial Staffing is seeking a highly skilled Financial Operations Specialist to join our client's team in N Portland.About the Company and Opportunity:Our client is a leader in their industry who is looking to add a Financial Operations Specialist to their team.This role reports to the owner of the Controller.The company fosters a dynamic...

  • Financial Operations Specialist

    2 weeks ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled Financial Operations Specialist to support the day-to-day functions of our finance and accounting operations. The ideal candidate will have a strong background in accounting and financial analysis, with experience in ERP systems and inventory management. This role is crucial for ensuring timely and accurate...

  • Financial Operations Specialist

    1 week ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounting Specialist OpportunityAre you a detail-oriented accounting professional looking for a new challenge? We invite you to consider this exciting opportunity with a reputable non-profit organization in SE Portland. As an Accounting Specialist, you will play a critical role in managing Accounts Payable, Accounts Receivable, and bank reconciliations....

  • Financial Services Representative

    5 days ago

    Portland, Oregon, United States OneMain Financial Full time

    Empowering customers is at the heart of what we do at OneMain Financial. As a Consumer Loan Sales Specialist, you'll listen to their needs and provide access to friendly, fast, and affordable financing for life's expenses.Our Sales Specialists learn the lending and servicing business, allowing them to grow their careers. Key responsibilities...

  • Financial Analyst

    1 month ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounting Specialist OpportunityWe are seeking a highly skilled Accounting Specialist to join our team at Creative Financial Staffing. As an Accounting Specialist, you will play a critical role in managing our financial operations, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Manage Accounts Payable (A/P), Accounts...

  • Financial Analyst

    3 weeks ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounting Specialist OpportunityWe are seeking a highly skilled Accounting Specialist to join our team at Creative Financial Staffing. As an Accounting Specialist, you will play a critical role in managing our financial operations, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Manage Accounts Payable (A/P), Accounts...

  • Financial Data Specialist

    1 week ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounting Clerk Job DescriptionWe are seeking a skilled Accounting Clerk to join our dynamic team at Creative Financial Staffing. With over 30 years of industry experience, our client is committed to providing exceptional service and support to its customers.Key Responsibilities:Audit and reconcile accounts to ensure accuracy and completeness.Process...

  • Inventory Planning Specialist

    2 weeks ago

    Portland, Oregon, United States Rejuvenation Full time

    About the RoleWe are seeking a highly skilled Inventory Planning Specialist to join our team at Rejuvenation. As an Inventory Planning Specialist, you will play a critical role in supporting the business with tactical responsibilities of supply/demand management, tracking purchase orders, and preparing reports to enable informed business decisions.Key...

  • Inventory Planning Specialist

    3 weeks ago

    Portland, Oregon, United States Rejuvenation Full time

    About the RoleWe are seeking a highly skilled Inventory Planning Specialist to join our team at Rejuvenation. As a key member of our Inventory Planning organization, you will play a critical role in driving sales, managing inventory turn, and meeting financial targets.Key ResponsibilitiesPartner with cross-functional teams to create pre-season, item-level...

  • Estate Planning Specialist

    7 days ago

    Portland, Oregon, United States Fisher Investments Full time

    About the Role:We are seeking an experienced Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.The Opportunity:As an Estate Planning Specialist, you will...

  • Financial Operations Specialist

    3 weeks ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is managing a high-priority search to identify a Full Cycle Bookkeeper for our client, a leader in their industry located in N Portland.Key Responsibilities:Handle all journal entries and bank reconciliations.Prepare and file state sales tax for 5 jurisdictions, ensuring compliance with all regulations.Manage...

  • Financial Life Specialist

    4 weeks ago

    Portland, Oregon, United States AbleLight Full time

    Financial Life SpecialistAbleLight is seeking a skilled Financial Life Specialist to join our team. As a key member of our Financial Services / Waypoint team, you will be responsible for processing financial information and reporting on the well-being of individuals with intellectual and developmental disabilities.Responsibilities:Reconcile invoices and...

  • Financial Planning and Analysis Director

    2 weeks ago

    Portland, Oregon, United States ADB Companies Full time

    Job Title: Financial Planning and Analysis DirectorWe are seeking a highly skilled Financial Planning and Analysis Director to join our corporate finance team at ADB Companies. As a key member of our leadership team, you will be responsible for providing strategic financial planning, budgeting, and analysis support to the entire organization.Key...

  • Senior Financial Planning Manager

    2 weeks ago

    Portland, Oregon, United States Bob's Red Mill Natural Foods Full time

    Senior Financial AnalystThe Senior Financial Analyst plays a critical role in supporting the Director of Financial Planning & Analysis at Bob's Red Mill Natural Foods. Key responsibilities include:Key ResponsibilitiesCollaborate with the Director to develop and implement financial planning and analysis strategiesProvide financial insights and recommendations...

  • Director of Financial Planning and Analysis

    3 weeks ago

    Portland, Oregon, United States Pendleton Woolen Mills Inc Full time

    Job Title: Director - Financial Planning & AnalysisPendleton Woolen Mills Inc is a family-owned American Heritage brand with Pacific Northwest roots that stretch back to 1863. We are known for quality craftsmanship and classic style. Our team is looking for a leader to fill a Director – Financial Planning and Analysis position.Key Responsibilities:Develop...

  • Senior Financial Planning Manager

    2 weeks ago

    Portland, Oregon, United States Bob's Red Mill Natural Foods Full time

    Senior Financial AnalystThe Senior Financial Analyst plays a critical role in supporting the Director of Financial Planning & Analysis at Bob's Red Mill Natural Foods. Key responsibilities include:Key ResponsibilitiesCollaborate with the Director to develop and implement financial planning and analysis strategiesLead the preparation of monthly financial...

  • Senior Financial Planning Manager

    2 weeks ago

    Portland, Oregon, United States Bob's Red Mill Natural Foods Full time

    Senior Financial Analyst Job DescriptionAt Bob's Red Mill Natural Foods, we are seeking a highly skilled Senior Financial Analyst to join our team. The successful candidate will assist the Director of Financial Planning & Analysis with projects related to company profitability and reporting, including:Key Responsibilities:Monthly reporting and variance...

Financial Planning Specialist

2 months ago

Portland, Oregon, United States Gpac Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.

Job Summary

The ideal candidate will have a proven track record of success in the financial services industry, with a strong focus on wealth management and financial planning. They will be responsible for providing expert advice to high net worth individuals and families, and will work closely with our team to identify and pursue new business opportunities.

Key Responsibilities
  • Provide expert financial planning and wealth management advice to high net worth individuals and families
  • Develop and implement comprehensive financial plans to meet the unique needs and goals of each client
  • Build and maintain strong relationships with clients, colleagues, and other stakeholders
  • Stay up-to-date on industry trends and developments, and apply this knowledge to drive business growth and success
  • Collaborate with our team to identify and pursue new business opportunities, and to develop and implement strategies to achieve business objectives
Requirements
  • 4+ years of experience in the financial services industry, with a focus on wealth management and financial planning
  • Proven track record of success in providing expert financial advice to high net worth individuals and families
  • Strong knowledge of financial planning and wealth management principles, practices, and products
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients, colleagues, and other stakeholders
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork
Benefits
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to a wide range of financial planning and wealth management tools and resources
  • Opportunities to work with a diverse range of clients and stakeholders