- Bank of America (Portland, OR)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New ... us to get more details about our Experienced Advisor Program, competitive compensation package, and...written and verbal + Highly entrepreneurial **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Edward Jones (Portland, OR)
- …your way - with 100% support from us . **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/ experienced - financial - advisor /compensation-and-benefits/) Hiring Minimum $50,000 Hiring… more
- Umpqua Bank (Portland, OR)
- …people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within ... work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Bank of America (Portland, OR)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...Referral Identification + Sales Performance Management **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Thrivent Financial (Portland, OR)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- CDM Smith (Gresham, OR)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...one of our CDM Smith offices located in the United States .** As a member of this… more
- Wells Fargo (Portland, OR)
- …on food and agribusiness companies with revenue greater than $500MM throughout the Western United States . This is a great opportunity to work with one of ... the top commercial banking agricultural lenders in the US for 25 consecutive years. Learn more about the...this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow… more
- KeyBank (Estacada, OR)
- …SW Broadway - Estacada, Oregon 97023 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- KeyBank (Oak Grove, OR)
- …Mcloughlin - Oak Grove, Oregon 97268 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Financial Wellness Consultant (FWC) is a Banker who also...as tele-consulting, outside calling, prospecting and networking (required) + Experienced in cash handling (required) + General understanding of… more
- US Bank (Gresham, OR)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do our...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow… more
- Deloitte (Portland, OR)
- Deloitte is one of the leading professional services organizations in the United States specializing in audit , tax , consulting , and financial advisory ... of the Fortune 100. Work you'll do We are looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our… more
- Edward Jones (Portland, OR)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their… more
- KeyBank (Hillsboro, OR)
- …350 S First - Hillsboro, Oregon 97123 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper… more
- Deloitte (Portland, OR)
- …a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an ... of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury...implementations. + SAP Treasury Advisory: Serve as a trusted advisor , offering SAP treasury, risk management, and technology advisory… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... complete their tax returns. + Training, mentoring, and supervising new and experienced -level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... the organization + Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors + Taking on...technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than… more
- Amazon (Portland, OR)
- …variety of solutions, technologies, and industries. Key job responsibilities As an experienced technology professional, you will be responsible for: 1. Designing and ... propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies...affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events… more
- HUB International (Lake Oswego, OR)
- …rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, ... challenging work environment with financial security and career satisfaction. **We are the perfect...developing new business. This is an excellent opportunity for experienced and novice professionals alike, with a range of… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... energy clients and projects. You will work with an experienced and passionate team in a growing area focused...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more