- Bank of America (Portland, OR)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Honolulu/Merrill- Experienced - Financial - Advisor \_24007333) **Job ... Merrill Experienced Financial Advisor Honolulu,...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
- Bank of America (Portland, OR)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Portland/Merrill- Financial -Solutions- Advisor Oregon ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...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
- 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...experience (required) **Experience Qualifications** + Minimum of 1 year Experienced in developing current and new customer relationships, achieving… more
- KeyBank (West Linn, OR)
- …Street - West Linn, Oregon 97068 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... 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
- Anywhere Real Estate (Portland, OR)
- …Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title ... new company. We are looking for a passionate and experienced strategist who will help to own both external...scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every… more
- Anywhere Real Estate (Portland, OR)
- …Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title ... Operations team at Anywhere Integrated Services is seeking an experienced and detail-oriented Title Officer to join our Title...scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every… more
- Edward Jones (Vancouver, WA)
- …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
- PLEXSYS Interface Products, Inc. (Camas, WA)
- …solutions to customers around the world. With over 200 employees in seventeen states and four foreign countries, we contribute our success to enabling better ... of accounting staff and duties along with several key financial functions for PLEXSYS. Primary responsibility includes supervision of...Finance and CFO to maximize cash flow + Trusted advisor to the Vice President of Finance and CFO… more
- KeyBank (Vancouver, WA)
- …Main Street - Vancouver, Washington 98660 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...client relationship skills (required) + Minimum of 1 year experienced in cash handling (required) + Working knowledge of… more
- Deloitte (Portland, OR)
- …Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to balance multiple assignments and ... Tax Senior, National Tax Controversy Services - Interest Analyzer Are you experienced in federal interest computations? Would you like to assist in resolving federal… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... 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)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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)
- …finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, ... and unlock new levels of financial and operational excellence. Recruiting for this role ends...from strategy through implementation. + Serve as a trusted advisor to clients, providing SAP treasury, risk management, and… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... 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)
- …finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, ... and unlock new levels of financial and operational excellence. Recruiting for this role ends...client engagement, and communication skills, including experience building trusted advisor relationships. + Proficient in Microsoft Office (Word, Excel,… more