- Bank of America (Lake Oswego, OR)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- BMO Financial Group (Lake Oswego, OR)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- KeyBank (Woodburn, OR)
- …Road - Eugene, Oregon 97440 **Job Summary** Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program ... novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric...to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor 's… more
- H&R Block (Milwaukie, OR)
- **524620BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- KeyBank (Woodburn, OR)
- …Road - Eugene, Oregon 97440 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- Black & Veatch (Tualatin, OR)
- **Senior Advisor - Strategic Asset Management Group** Date: Jan 9, 2025 Location: Virginia Beach, VA, US US Company: Black & Veatch Family of Companies At Black & ... & Veatch has an exciting opportunity for a Senior Advisor in our Strategic Asset Management group within our...health, life accident and disability insurances, paid time off, financial programs and more. Professionals may also be eligible… more
- KeyBank (Lake Oswego, OR)
- …Road - Lake Oswego, Oregon 97035 **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...and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive… more
- KeyBank (Tualatin, OR)
- …Ferry Road - Tualatin, Oregon 97062 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- Umpqua Bank (Lake Oswego, OR)
- …loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- KeyBank (Sherwood, OR)
- …Boulevard North - Sherwood, Oregon 97140 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Lake Oswego, OR)
- …Road - Lake Oswego, Oregon 97035 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- Black & Veatch (Tualatin, OR)
- …matters of the existing and proposed EPA regulations and will serve as a technical advisor to internal and external clients on all subjects related to LCRR. The LCRR ... and amendments Project Execution: + Serve as a technical advisor with a deep understanding of LCRR / LCRI,...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- ADP (Clackamas, OR)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Siemens Digital Industries Software (Wilsonville, OR)
- …ideas and synthesizing them into actionable next steps + Acting a trusted advisor for executive management to identify and follow up on future business ... or organizational levels + Working knowledge of business and financial processes that impact strategy, such as financial... financial processes that impact strategy, such as financial reporting, ROI analysis, M&A factors, and P&L basics… more
- Umpqua Bank (Molalla, OR)
- …manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent of time managing high ... standards are met or exceeded. + Facilitates integrated delivery of financial services and products, including customized lending, cash management, investment… more
- HUB International (Lake Oswego, OR)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** + ... of coverage and help you achieve your full potential as their insurance advisor . Through our Sales Enablement team, our producers are supported by best-in-class… more
- HUB International (Lake Oswego, OR)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** + ... of coverage and help you achieve your full potential as their insurance advisor . Through our Sales Enablement team, our producers are supported by best-in-class… more
- Black & Veatch (Tualatin, OR)
- …project scope, budget, schedule, and deliverables quality + Serve as technical advisor to design teams and clients throughout project lifecycles + Participate in ... growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and… more
- Black & Veatch (Tualatin, OR)
- …activities, proposal development, and project interviews + Serving as technical advisor to design teams and clients throughout project lifecycle of planning, ... growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and… more
- ADP (Clackamas, OR)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more