Financial Planning Expert
4 days ago
We are a Maine-based wealth management firm managing over $500M in client assets. We pride ourselves on our client-centric approach, employing a combination of investment management and legacy wealth strategies to craft truly individualized financial plans.
We are seeking an experienced Financial Planning Expert to join our team. As part of a larger team, you will combine your experience with ours to provide a world-class experience for our valued clients.
Responsibilities- Manage existing client relationships and respond to client inquiries and requests.
- Conduct client reviews and meet with clients to work on financial planning recommendations.
- Analyze and evaluate financial status, develop and present financial planning recommendations, and implement them.
- Bachelor's degree
- 5 years of experience in the industry
- Series 7, 66, and Life and Health license are required
- Candidates should have excellent oral and written communication skills, attention to detail, and strong problem-solving skills.
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Financial Planning Expert
4 weeks ago
Portland, Oregon, United States Fidelity TalentSource LLC Full timeJob OverviewWe are seeking a highly motivated Financial Planning Expert to join our team at Fidelity TalentSource LLC. As a key member of our financial planning department, you will play a vital role in helping clients achieve their financial goals.About the RoleThe Financial Planning Expert will work closely with clients to understand their financial...
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Strategic Financial Planning Expert
4 weeks ago
Portland, Oregon, United States Fidelity TalentSource LLC Full timeJob OverviewWe are seeking a highly skilled Strategic Financial Planning Expert to join our team at Fidelity Investments. In this role, you will play a crucial part in helping clients achieve their financial goals by providing expert planning and guidance.About the RoleThis is a hybrid position, with associates working onsite 4 days a week and remote one day...
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Claims Resolution Expert
2 weeks ago
Portland, Oregon, United States Country Financial Full timeClaims Resolution ExpertCOUNTRY Financial is hiring a Claims Resolution Expert to join our team of experienced professionals.In this role, you will be responsible for resolving complex property claims through thorough investigation, expert evaluation, and effective negotiation.You will work closely with clients, adjusters, and other stakeholders to ensure...
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Portland, Oregon, United States Creative Financial Staffing Full timeSenior Accountant Position OverviewThe Senior Accountant role at Creative Financial Staffing offers a challenging and rewarding opportunity for experienced accounting professionals to advance their careers. As a key member of our team, you will play a vital part in the month-end close process, working closely with the Accounting Manager to ensure accurate...
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Financial Planning Specialist
4 days ago
Portland, Oregon, United States swipejobs LLC Full timeJob OverviewAt swipejobs LLC, we are seeking a skilled Financial Planning Specialist to join our team.Estimated Salary: $36.5 per hourJob ResponsibilitiesAs a Financial Planning Specialist, you will be responsible for preparing accurate financial information and tax returns.You will provide tax planning services, financial forecasting, and risk analysis to...
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Financial Expert Advisor
3 days ago
Portland, Oregon, United States Perkins & Co Full timeCareer OpportunitiesWe are looking for a Financial Expert to join our team at Perkins & Co. As a Senior Accountant, you will have the opportunity to work in a variety of roles, including tax and audit services.The successful candidate will have 3+ years of experience in public accounting, with a focus on tax and audit services. They will be responsible for...
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Financial Planning Specialist
4 weeks ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewA Financial Planning Specialist is sought after by LHH Recruitment Solutions to manage daily bookkeeping, oversee financial statements, and prepare analytical reports. The role involves playing an active part in financial forecasting, assisting in identifying potential areas for expense control, and collaborating closely with project leads to...
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Financial Planning Professional
4 weeks ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeWe are seeking a highly skilled Financial Planning Professional to join our team at LHH Recruitment Solutions in Downtown Portland, OR. This role offers a competitive salary of $28-$33 per hour.Job OverviewThis position involves managing daily financial planning, overseeing budgeting, and preparing analytical reports. The Financial Planning Professional will...
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Financial Planning Specialist
1 week ago
Portland, Oregon, United States swipejobs LLC Full timeAre you looking for a fulfilling career in finance? Look no further! At swipejobs LLC, we have an exciting opportunity for a Financial Planning Specialist to join our team.Salary: $36.5 per hourJob DescriptionWe are seeking a skilled and experienced professional to prepare accounts and tax returns, ensuring accuracy of financial information.Prepare accurate...
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Accounting Professional
4 weeks ago
Portland, Oregon, United States Creative Financial Staffing Full timeAbout the OpportunityThis role offers an exciting chance to work with a company that prides itself on delivering high-quality products and providing extensive options for its clients. Located in SE Portland, this workplace is easily accessible by car.Job ResponsibilitiesPrepare daily and weekly financial reports, ensuring accurate order processing and timely...
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Senior Financial Consultant
3 days ago
Portland, Oregon, United States Baystate Financial Full timeWe 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...
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Financial Insurance Sales Consultant
5 days 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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Financial Planning Specialist
4 weeks ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob SummaryThe Financial Planning Specialist role involves managing daily bookkeeping, overseeing financial statements, and preparing analytical reports for a fast-paced organization in SE Portland, OR. This position requires at least 3 years of experience in accounting or finance, with strong client interaction skills and the ability to stay proactive on...
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Senior Financial Accounting Expert
3 weeks ago
Portland, Oregon, United States PacifiCorp Full timeJob Description:As a Senior Financial Accounting Specialist with PacifiCorp, you will play a crucial role in shaping the company's financial landscape. This position offers an estimated salary range of $100,700-$118,400.About the Role:This is a key leadership position that requires expertise in finance and accounting. The ideal candidate will have at least 7...
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Financial Planning Professional
4 weeks ago
Portland, Oregon, United States Multnomah Group Full timeJob SummaryWe are seeking a skilled Financial Planning Professional to join our team at Multnomah Group. As an Associate Financial Advisor, you will work closely with the Personal Financial Planning team to provide exceptional financial planning and investment advice to individual and family clients.
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Financial Services Specialist
1 week ago
Portland, Oregon, United States OneMain Financial Full time**Job Title:** Dealer Representative**Location:** Various locations within a designated territory**Job Type:** Full-time**About Us:** OneMain Financial is a leading provider of nonprime consumer loans, dedicated to improving the financial well-being of hardworking Americans.**Job Description:**We are seeking an experienced Dealer Representative to join our...
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Financial Planning Associate
4 weeks ago
Portland, Oregon, United States Fidelity TalentSource LLC Full timeUnlock Your Potential as a Financial Planning Associate">Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.">We are seeking a dynamic and customer-focused individual to join our team as a Financial Planning Associate - Branch Intern. As a key...
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Accounts Payable Specialist
4 weeks ago
Portland, Oregon, United States Beacon Hill Financial - Portland Full timeJob Title: Accounts Payable SpecialistLocation: PortlandSalary: $55,000 - $65,000 per yearAbout the RoleWe are seeking an experienced Accounts Payable Specialist to join our team at Beacon Hill Financial in Portland. As a key member of our finance team, you will be responsible for managing all aspects of accounts payable, including invoice processing, vendor...
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Portland, Oregon, United States Fisher Investments Full timeAbout Fisher InvestmentsFisher Investments is a reputable financial services firm with a significant global presence. We are currently seeking an experienced Senior Financial Analyst (FP&A) to join our dynamic, global finance team.The Opportunity:As an essential member of our Financial Planning and Analysis Team, you will create financial models, forecasts,...
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Financial Management Specialist
4 weeks ago
Portland, Oregon, United States Creative Financial Staffing Full timeSenior Accounts Payable Accountant Job DescriptionCompany OverviewCreative Financial Staffing is a leading provider of innovative solutions for community development and social change. With over 50 years of experience, our organization has established itself as a well-respected and impactful non-profit dedicated to creating a brighter future for our city and...