Current jobs related to Financial Consultant - Beaverton, Oregon - Charles Schwab

  • Financial Services Consultant

    2 weeks ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    Build a Thriving Business with COUNTRY FinancialAs a COUNTRY Trust Bank Financial Advisor, you'll have the opportunity to own your business and help clients achieve their financial goals. With our comprehensive range of financial services and insurance products, you'll be equipped to provide tailored solutions to your clients.Key Responsibilities:Develop and...

  • Financial Services Professional

    4 weeks ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    About the RoleCOUNTRY Financial is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement financial plans for clients, including investment and insurance...

  • Country Trust Bank Financial Advisor

    2 weeks ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    Join Our Team of Ambitious Financial AdvisorsCOUNTRY Trust Bank is seeking entrepreneurial and self-motivated individuals to join our team of Financial Advisors. As a Financial Advisor, you will have the opportunity to build a successful business and help clients achieve their financial goals.About the RoleWe're looking for individuals who are passionate...

  • Financial Expert

    3 weeks ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    Financial Analyst Job DescriptionAs a key member of our team at Brickred Systems, you will play a crucial role in managing trade terms, ensuring order accuracy, and overseeing special projects. Your expertise in SAP and JBA systems will be instrumental in supporting our marketplace partners.Key Responsibilities:Develop and implement trade term strategies to...

  • Financial Operations Specialist

    3 weeks ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    Job Title: Financial Operations SpecialistAs a Financial Operations Specialist at Brickred Systems, you will play a crucial role in managing trade terms, including discounts and payment conditions, using SAP and JBA systems to support our marketplace partners.Key Responsibilities:Manage trade terms, order accuracy, and manual discount requests to ensure...

  • Financial Analyst

    3 weeks ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    Job Title: Financial AnalystAs a key member of our team at Brickred Systems, you will play a crucial role in managing trade terms, including discounts and payment conditions, using SAP and JBA systems to support our marketplace partners.Key Responsibilities:Trade Terms Management: Manage trade terms, order accuracy, and manual discount requests to ensure...

  • Data Governance Consultant

    2 days ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    About the Role:We are seeking a highly skilled Data Governance Analyst to play a pivotal role in maintaining and enhancing governance processes around finance data to ensure accurate, trusted, and consistent reporting.This is an opportunity to contribute to an organization where data is at the heart of our financial strategy and decision-making.Key...

  • Financial Operations Specialist

    2 weeks ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    About the Role:We are seeking a highly skilled Financial Analyst to join our Finance Operations team at Brickred Systems. This role is crucial in maximizing revenue and delivering shareholder value through effective management and maintenance of Marketplace Partner Trade Terms.Key Responsibilities:Collaborate with key business partners to ensure trade terms...

  • Financial Operations Specialist

    2 weeks ago

    Beaverton, Oregon, United States BrickRed Systems Full time

    Unlock Your Potential as a Financial Analyst at Brickred SystemsAs a key member of our Finance team, you will play a vital role in managing trade terms, ensuring order accuracy, and overseeing special projects. Your expertise in SAP and JBA systems will be instrumental in supporting our marketplace partners.Key Responsibilities:Develop and implement trade...

  • Business Development Manager

    2 weeks ago

    Beaverton, Oregon, United States Salvador Aguilar - State Farm Agent Full time

    Job OverviewAs a Business Insurance Position with Salvador Aguilar - State Farm Agent, you will be responsible for marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers on their financial options. Your analytical skills will make you a valuable resource to...

  • Business Insurance Sales Professional

    2 weeks ago

    Beaverton, Oregon, United States Salvador Aguilar - State Farm Agent Full time

    ROLE: Business Insurance Position As a Business Insurance Position with Salvador Aguilar - State Farm Agent, you will play a key role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide sales-minded and consultative advice to customers on their financial options. Your analytical skills...

  • Nike Finance Graduate Internship: Drive Sustainable Growth

    2 weeks ago

    Beaverton, Oregon, United States Nike Full time

    Join Nike's Finance TeamAt Nike, our Finance teams lead and deliver sustainable, profitable growth by identifying opportunities and partnering cross-functionally to build and execute plans that fuel Brand and Business Momentum.As a Finance MBA Intern, you will lead one or more projects that require you to dive-deep into our business, exercise critical...

  • Finance Internship at Nike

    1 month ago

    Beaverton, Oregon, United States NIKE Full time

    Join the Nike Finance TeamNike, Inc. is a growth company that looks for team members to grow with it. We are seeking talented MBA students to join our Finance team as part of a two-year rotational program.About the ProgramThis program is designed to provide an accelerated view of Nike's core businesses, create a strong professional network, and offer senior...

  • Nike Finance Graduate Internship

    4 weeks ago

    Beaverton, Oregon, United States Nike Full time

    Join Nike's Finance TeamNike Finance is a dynamic and innovative team that drives sustainable, profitable growth by identifying opportunities and partnering cross-functionally to build and execute plans that fuel Brand and Business Momentum. As a Finance MBA Intern, you will have the opportunity to work on high-impact projects, develop your skills, and build...

  • Client Relationship Specialist

    1 month ago

    Beaverton, Oregon, United States Banner Bank Full time

    About the RoleBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and services, taking...

  • Client Relationship Specialist

    3 weeks ago

    Beaverton, Oregon, United States Banner Bank Full time

    About the RoleBanner Bank is seeking a highly skilled Client Relationship Consultant to join our team. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...

  • Property Manager

    1 week ago

    Beaverton, Oregon, United States Apartment Management Consultants Full time

    Job Summary:We are seeking a highly skilled Property Manager to oversee the daily operations of our properties, including supervising team members and resources to achieve established budgeted financial and operational goals. The ideal candidate will have a strong background in property management, excellent communication skills, and the ability to exercise...

  • Program Management Office Analyst

    3 weeks ago

    Beaverton, Oregon, United States Stefanini North America and APAC Full time

    Job Title: Program Management Office AnalystStefanini North America and APAC is seeking a highly skilled Program Management Office Analyst to join our team. As a key member of our project team, you will work closely with internal departments and management to collect and review data, identify trends, and develop strategies to optimize processes and improve...

  • Corporate Account Manager

    2 weeks ago

    Beaverton, Oregon, United States Sage LLC Full time

    Job Summary:We are seeking a highly skilled Corporate Account Manager to join our team at Sage LLC. As a key member of our sales team, you will be responsible for managing our customers' relationships and providing exceptional customer care.Key Responsibilities:Maximize revenue by selling add-on modules and executing renewals for Sage Intacct's loyal...

  • Corporate Account Manager

    2 weeks ago

    Beaverton, Oregon, United States Sage LLC Full time

    Job Title: Corporate Account ManagerAs a key member of our sales team, you will be responsible for managing our customers' relationships and providing exceptional customer care. Your primary goal will be to maximize revenue by selling add-on modules and executing renewals for Sage Intacct's loyal customer base.To succeed in this role, you must be a critical...

Financial Consultant

2 months ago

Beaverton, Oregon, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients. You will work closely with our clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.

Key Responsibilities
  • Provide financial planning and investment advice to clients
  • Develop and implement customized investment strategies for clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date on market trends and economic conditions
  • Collaborate with other Schwab professionals to provide comprehensive financial solutions
Requirements
  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Passion for delivering exceptional client service
What We Offer
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including 401(k) and employee stock purchase plan
  • Opportunities for professional growth and development
  • A supportive and collaborative work environment
  • Recognition and rewards for outstanding performance