- Bank of America (Portland, OR)
- Financial Solutions Advisor -- Consumer Investments--Portland Metro Area Vancouver, Washington;Portland, Oregon; Portland, Oregon; Portland, Oregon; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vancouver/ Financial - Solutions - Advisor -- Consumer -Investments--Portland-Metro--Area\_25028207) **Job Description:**… more
- KeyBank (Portland, OR)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... - Tigard, Oregon 97223 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Oak Grove, OR)
- …Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as ... Oregon 97268 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also… more
- KeyBank (West Linn, OR)
- …and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and ... Oregon 97068 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (Portland, OR)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- KeyBank (Gresham, OR)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... Oregon 97030 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Gresham, OR)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
- KeyBank (Gresham, OR)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... Oregon 97080 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more
- JPMorgan Chase (Portland, OR)
- …+ Expertise in alternatives strongly preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- Frontdoor (Portland, OR)
- …internal teams to ensure the timely and successful delivery of our solutions according to customer needs. The incumbent will manage and develop partner ... build long-term relationships with real estate partners. + Develop a trusted advisor relationship with key accounts, partner stakeholders and executive sponsors. +… more