- Edward Jones (Camas, WA)
- …Suite A, Camas, WA **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right ... + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network… more
- H&R Block (Banks, OR)
- **554949BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor -Small Business and Tax **Sponsored… more
- Edward Jones (Portland, OR)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (Portland, OR)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Foresters Financial Services (Beaverton, OR)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Raymond James Financial, Inc. (Lake Oswego, OR)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client ... **Description** **Job Summary** Kruse Woods Financial Partners was founded by a team of...it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative… more
- US Bank (Portland, OR)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... The position offers candidates an opportunity to serve as a strategic partner and advisor to our Marketing and Analytics leadership team and a career with exposure… more
- H&R Block (Milwaukie, OR)
- …state requirements** + **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#63748** ... **525097BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health… more
- US Bank (Gresham, OR)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential problems,… more
- Bank of America (Portland, OR)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Portland, Oregon **Job Description:** Merrill Wealth Management...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Lake Oswego, OR)
- …business objectives and contributes to branch office profitability by influencing Financial Advisor business practices in ways that minimize regulatory, ... are guided by a common purpose to help make financial lives better through the power of every connection....contributes to the line of business profitability by influencing Advisor business practices in ways that minimize regulatory and… 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
- Umpqua Bank (Lake Oswego, OR)
- …Manager works closely with line of business executives to be a strategic advisor on initiatives, goals and key business decisions that support the overall strategy ... to report program progress and facilitate alignment. + Develop deep trust-based advisor relationships with key client stakeholders and ensure client is satisfied… 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
- Providence (Portland, OR)
- …This position may manage all aspects of one or more projects as an advisor or leader, with direct accountability for project execution, to the executive sponsor or ... quality improvement, change management, healthcare administration, or clinical field or Associate 's Degree Plus 4 years experience. Or equivalent educ/experience. +… more
- Umpqua Bank (Hillsboro, OR)
- …enterprise's direction and technology roadmap. + Advisory and Collaboration: Act as an advisor to all technology groups, and thebank as a whole, whennew technologies ... + Industry and Brand Stewardship. Actively participate in industry events (eg financial and technology conferences), publish white papers, host webinars and much… more