- 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 (Vancouver, WA)
- …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 (Vancouver, WA)
- …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 (Vancouver, WA)
- …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)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of ... through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding… more
- KeyBank (Portland, OR)
- …finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we've ... Oregon 97232 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also… more
- Deloitte (Portland, OR)
- …firm financial data and deriving actionable insights. You will join a team of experienced financial professionals and help us drive improvements to our ... financial performance of the business + Serve as advisor to leaders on national office financial ...+ Must be legally authorized to work in the United States without the need for employer… more
- Deloitte (Portland, OR)
- …and other federal credits. These benefits are offered for activities conducted in the United States , as well as research performed in over 30 other countries ... from these government incentives. You will work with a highly- experienced team that knows the industry well and has...Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred:… 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
- 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
- Deloitte (Portland, OR)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... Are you an experienced advocate with an interest in resolving federal...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days… 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
- 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...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days… more
- HP Inc. (Vancouver, WA)
- …People strategy for one of HP's key businesses? We are seeking an experienced and dynamic Human Resource professional to join the Print People Organization ... strategic guidance on People programs and processes, and acting as a key advisor to senior leaders. You ensure the successful implementation of People initiatives… more
- Deloitte (Portland, OR)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... understanding relevant government incentives. You will work with an experienced and passionate team in a growing area focused...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days… more