- Bank of America (Gresham, OR)
- Credit Solutions Advisor - Gresham Gresham, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Gresham/ Credit - Solutions - Advisor Gresham\_25034701) **Job Description:** At… more
- Atria Wealth Solutions (Vancouver, WA)
- Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Columbia CU in the Vancouver, WA area. About Columbia Credit Union Columbia CU is a full-service financial institution...Assistance + And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to… more
- Edward Jones (Lake Oswego, OR)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Portland, OR)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Columbia Bank (Portland, OR)
- Digital Client Advisor Retail Banking Group Roseburg, Oregon Klamath Falls, Oregon Portland, Oregon Spokane, Washington Vancouver, Washington Liberty Lake, ... financial conversations with clients and prospects to determine needs, provide appropriate solutions , and complete the opening or processing of bank products and… more
- JPMorgan Chase (Vancouver, WA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- Sedgwick (Portland, OR)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
- Sage (Beaverton, OR)
- …a trusted advisor and give you an edge in designing solutions . Working cross-functionally, you'll meet go-to-market plans, hit budget targets, represent Sage at ... Solutions Consultant Job Description: Scaling Sage is our...hire date * Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually) * Library of… more
- KeyBank (Portland, OR)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- KeyBank (Beaverton, OR)
- …BRIEF (PURPOSE)** The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. ... and enrich the client experience. Working as the trust advisor , positions the client relationship for deeper cross-sales by...their business is understood, their time is valued, and solutions are provided to simplify their lives). The SBA… more
- Deloitte (Portland, OR)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- US Bank (Portland, OR)
- …to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client ... deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs....US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- KeyBank (King City, OR)
- …Avenue - King City, Oregon 97224 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness… more
- CDM Smith (Portland, OR)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more
- KeyBank (Portland, OR)
- …Murray Road - Portland, Oregon 97229 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as… more
- KeyBank (Gresham, OR)
- …Burnside Rd - Gresham, Oregon 97030 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in...great at sparking conversations. (required) + Understanding of consumer credit - including loan to value, debt to income… more