- 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
- Sedgwick (Portland, OR)
- …Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental (Professional Liability) **Job Description Summary** To analyze complex ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
- Sedgwick (Portland, OR)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as the subject matter ... keyboarding, travel as required Auditory/Visual: Hearing, vision and talking **NOTE** **:** Credit Security Clearance, confirmed via a background credit check,… 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
- KeyBank (Portland, OR)
- …data and deep financial expertise, we offer customized, comprehensive and trusted solutions to every aspect of our clients' financial journey. **JOB BRIEF ... (PURPOSE)** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The...on the development and delivery of significant ideas and solutions to meet client needs and is accountable for… 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
- Lane County (Glenwood, OR)
- …the following core behaviors: Passion to Serve, Driven to Connect, and Focused on Solutions . The 2025 -2027 Strategic Plan focuses on the areas that Lane County will ... Lane County. Introducing ALEX (https://www.myalex.com/lanecounty/home#choose-benefits) , Lane County's benefit advisor ! ALEX is an interactive tool that will help… 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
- Deloitte (Portland, OR)
- …them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions ... and train lower-level staff + Uses problem solving skills to provide alternative solutions to complex issues + Ability to assume full responsibility for quality… more