- 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
- H&R Block (Banks, OR)
- …Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business and Tax **Sponsored Job:** ... **554949BR** **Title:** Associate Client Advisor - Small Bus &...reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares,… 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 (Portland, OR)
- …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 ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- H&R Block (Vancouver, WA)
- …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 ... **524685BR** **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
- KeyBank (Portland, 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
- KeyBank (Beaverton, OR)
- …of the client 's or prospect's business /industry; analyzes data and relevant client business and industry + Provides and educates the client on ... experience (required) **Experience Qualifications** + 3+ years Experience in a small business /commercial lending environment. (required) + 1-3 years Experience… more
- Bank of America (Portland, 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
- KeyBank (Portland, OR)
- …to deepen and expand the client relationship. + Opening personal and business accounts (consumer checking, small business , various deposit products, home ... Oregon 97203-6201 **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
- 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