- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
- Umpqua Bank (Portland, OR)
- …as an investment executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Foresters Financial Services (Beaverton, OR)
- …we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while enhancing the service ... incumbent to expand the client support provided to the Representative . What you will do: + Act as a...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- Stantec (Portland, OR)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. + Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. +… more