- HUB International (Portland, OR)
- …materials, for a broad user group, servicing multiple disciplines within the wealth management and retirement verticals + Facilitate training and provide ... Retirement & Private Wealth as an individual contributor, the **Senior Training Specialist ** will be an integral part of the CRM project team and responsible for… more
- Guardian Life (Salem, OR)
- Guardian/Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable ... diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue Securities....of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports… more
- Wells Fargo (Lake Oswego, OR)
- …Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management . This role is responsible for supervisory ... as well as serve as a primary business contact on key initiatives with Wealth , Compliance, Risk, regional management , and other home office departments + Manage… more
- Benco Dental (Portland, OR)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Equipment Sales Specialist Location: Portland, OR Business Unit: Sales START...to independently stay focused and motivated + Exceptional time management , organizational, and customer service skills + Proficient computer… more
- Carrington (Salem, OR)
- …join our team and work remote from home!** The Email Marketing Specialist will be responsible for providing production support for various business-to-consumer ... emphasis on email marketing and lead nurture campaigns, keeping management informed of status of assigned marketing projects. Perform...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Cherry Bekaert (Salem, OR)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax...placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process… more
- US Bank (Portland, OR)
- …a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority ... escalating items beyond specified authority to the assigned Investment Specialist . Performs and monitors account trades within delegated authority. Prepares… more
- Cherry Bekaert (Salem, OR)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... will serve as a career advisor to our Benefits Specialist . **In this role you will be responsible for:**...offerings. + Benefit Administration & related customer service, including management of others - oversees vendor relationships with external… more