Financial Planning Specialist

Job Summary: We are seeking a 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. About the Role: The Financial Planning Specialist will be responsible...

About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning capacity, you will work alongside our Financial Consultants and Wealth Planners to provide world-class planning experiences for our clients.Key ResponsibilitiesConduct joint appointments with clients to...

**Job Summary:**We are seeking a highly skilled Financial Planning Specialist to join our team at Adidas AG. As a key member of our finance department, you will be responsible for providing extensive financial planning and analysis to support our US Retail Brick & Mortar Channel.**Key Responsibilities:**Develop and maintain financial models and forecasts to...

Financial Operations Specialist **About the Opportunity** Creative Financial Staffing is seeking a skilled Accounting Specialist to join our team in SE Portland. As a reputable non-profit organization, we are committed to delivering impactful services and making a difference in our community. **Responsibilities** * Manage Accounts Payable (A/P), Accounts...

Job Description:As a Planning Consultant at Fidelity Investments, you will play a critical role in providing exceptional planning experiences for our clients. Your primary responsibility will be to develop and implement comprehensive financial plans that cater to each client's unique needs and goals.Through your expertise and dedication, you will build...

Job Description:As a Planning Consultant at Fidelity Investments, you will play a vital role in providing world-class planning experiences to our clients. Your expertise will help deepen client relationships through consolidation of assets, referrals, and plan implementations. You will develop an engagement strategy that supports each client's unique...

Job Overview The City of Portland is seeking a skilled Budget Analyst to join our team. As a key member of our financial team, you will be responsible for analyzing and managing the city's budget, ensuring that our financial resources are allocated effectively and efficiently. Responsibilities * Analyze and interpret financial data to inform budget...

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...

Job Title: Nonprofit Financial SpecialistWe are seeking a highly skilled and experienced Nonprofit Financial Specialist to join our team. As a key member of our financial team, you will be responsible for managing the financial operations of our nonprofit clients, ensuring accurate and timely financial reporting, and providing exceptional customer...

The OpportunityWe are seeking a highly skilled 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.Key ResponsibilitiesWork directly with high-net-worth...

{"title": "Billing Specialist", "description": "About the RoleAlta Planning + Design is seeking a skilled Billing Specialist to join our team in Portland, OR. As a key member of our operations team, you will play a crucial role in ensuring accurate financial reporting and efficient project management.Key ResponsibilitiesGenerate and review invoices and...

Exciting Opportunity for a Full Cycle BookkeeperCreative Financial Staffing is seeking a highly skilled Full Cycle Bookkeeper to join our client's team in Portland. As a key member of the accounting team, you will be responsible for handling all financial transactions, ensuring accuracy and compliance with regulations.Key Responsibilities:Manage journal...

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 Management Specialist **Job Summary:** CV Resources is partnering with a local manufacturing institution to find their next Financial Management Specialist. This role will play a critical part in the financial management and operations of the company. The ideal candidate will have a strong background in accounting and finance, with experience in...

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 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...

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, forecasting, and modeling support for the entire...

Financial 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...

Financial 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...

Financial 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...

Accounts Payable SpecialistCreative Financial Staffing is seeking an experienced Accounts Payable Specialist to join their team in NE Portland. As an Accounts Payable Specialist, you will be responsible for processing and managing financial transactions, ensuring accuracy and timeliness in data entry and records management.Key Responsibilities:Process and...