- US Bank (Gresham, OR)
- …what you excel at-all from Day One. **Job Description** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be ... and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for… more
- Guardian Life (Salem, OR)
- …identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth ... Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field… more
- Deloitte (Portland, OR)
- …consumer or corporate banking, fintech, investment banking or capital markets, investment management , wealth management , trust company, insurance ... Senior Consultant - Payments Fraud Analytics and Data Science...Zelle, peer-to-peer, and credit card) + Design fraud program management reporting, including reporting to support management … more