- US Bank (Gresham, OR)
- …skills and discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice ... to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a… more
- US Bank (Gresham, OR)
- …the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and ... individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. Basic Qualifications -… more
- BMO Financial Group (Portland, OR)
- …Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes investment performance ... data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks… more