- H&R Block (Portland, OR)
- **557640BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- JPMorgan Chase (Salem, OR)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- H&R Block (Salem, OR)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524619BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- Deloitte (Portland, OR)
- …for long-term, onsite client service delivery. Work you'll do/Responsibilities + Build client relationships and be a trusted strategic advisor on how to ... work in a collaborative environment? As an experienced Pricing Advisor you will have the ability to share new...that clients can understand and apply + Understand the client 's strategy and goals, dissect previous store performance, synthesize… more
- ADP (Clackamas, OR)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- JPMorgan Chase (Portland, OR)
- …Financial Advisor team, branch management, compliance and various other business units throughout the firm + Proactively supports firm and regional initiatives ... advisors the personalized service of a dedicated wealth management business and the global resources of one of the...and most respected financial firms in the world. Our small size and broad scope allow us to customize… more
- KeyBank (Lake Oswego, OR)
- …meaningful in-depth financial wellness conversations with clients + Opening personal and business accounts (consumer checking, small business , various ... outside calling, prospecting and networking. (required) + Comfortable interacting with small business clients, overcoming objection, and asking fact-finding… more
- Bank of America (Salem, OR)
- …clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to ... to provide financial center clients with both consumer and small business solutions, services, and strategies when... Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business … more
- Umpqua Bank (Lake Oswego, OR)
- …Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with ... Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role,...by developing a clear and holistic understanding of the client 's or prospect's business and industry.Performs … more
- KeyBank (Albany, OR)
- …attains individual activity, behavior, and outcome expectations. + Opening personal and business accounts (consumer checking, small business , various deposit ... outside calling, prospecting, and networking. (required) + Comfortable interacting with small business clients, overcoming objection, and asking fact-finding… more
- Guardian Life (Salem, OR)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and ... Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will have a deep understanding of the approved annuity platform… more
- Umpqua Bank (Molalla, OR)
- …$60 million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent ... of time managing high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and promotional programs… more
- KeyBank (Salem, OR)
- …to deepen and expand the client relationship. + Opening personal and business accounts (consumer checking, small business , various deposit products, home ... Oregon 97301 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition… more
- Deloitte (Portland, OR)
- …and small group markets and/orstate Medicaid programs + Strong client presence with project management, presentation, and facilitation skills + Ability to ... + Strong oral and written communication skills + Ability to create and manage client relationships and develop business + Dedicated work ethic with a commitment… more
- Deloitte (Portland, OR)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... impact by focusing on challenges at the intersection of business and people. Recruiting for this role ends on... orientation. Other responsibilities include: + Individual medical and small group health care reform modeling for health plans… more
- ADP (Clackamas, OR)
- ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the… more
- H&R Block (Portland, OR)
- …experience. Work Experience: + 5 years Minimum related work experience **Posting Title:** Associate Block Advisors Office Manager **Job Family:** Small Business ... Block Advisors Office(s). Lead office in delivering an outstanding client experience and achieving all office related growth objectives....objectives. Assist in integration of the firm to Block Advisor 's platforms. **Day to day, you'll ** + Manage… more