- H&R Block (Portland, OR)
- **557640BR** **Title:** Client Advisor - Small Business and Tax **Our Company** **:** Applies principles of accounting to analyze financial information and ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Job Family:** Small… more
- JPMorgan Chase (Portland, 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
- Bank of America (Vancouver, WA)
- …Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington;...business that will give you a leg-up on client acquisition. + Robust marketing support to reach wider… more
- H&R Block (Portland, 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 ... **524618BR** **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
- 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
- Umpqua Bank (Portland, 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
- 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
- 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