• Financial Advisor - Portland, OR…

    Thrivent Financial (Portland, OR)
    Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of ... commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
    Thrivent Financial (01/15/25)
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  • US Experienced Financial Advisor

    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 ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
    Edward Jones (03/13/25)
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  • Merrill Experienced Financial

    Bank of America (Portland, OR)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
    Bank of America (01/08/25)
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  • Merrill Financial Solutions Advisor

    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
    Bank of America (01/03/25)
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  • Financial Solutions Advisor Stage…

    Bank of America (Portland, OR)
    Financial Solutions Advisor Stage I--CI --Eastside Mandarin--Evergreen Bellevue, Washington;Bellevue, Washington; Renton, Washington; Seattle, Washington; ... immediate opening for every location listed The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary… more
    Bank of America (03/05/25)
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  • Financial Solutions Advisor -- Stage…

    Bank of America (Portland, OR)
    Financial Solutions Advisor -- Stage II - CI- Eastport Plaza- Mandarin Evergreen Portland, Oregon **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
    Bank of America (03/04/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Vancouver, WA)
    …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
    Umpqua Bank (02/22/25)
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  • Financial Advisor

    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
    BMO Financial Group (03/11/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Portland, OR)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
    JPMorgan Chase (12/29/24)
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  • Financial Services Tax Transformation…

    Deloitte (Portland, OR)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
    Deloitte (01/12/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Portland, OR)
    …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout… more
    JPMorgan Chase (02/15/25)
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  • Sales Support Associate

    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
    Foresters Financial Services (01/15/25)
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  • Business Banking Relationship Manager

    KeyBank (Beaverton, OR)
    …97005 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Business… more
    KeyBank (01/17/25)
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  • Branch Office Administrator

    Edward Jones (Lake Oswego, OR)
    …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
    Edward Jones (03/13/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Portland, OR)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (02/06/25)
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  • Tax Senior - Nat'l Federal Tax Services…

    Deloitte (Portland, OR)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (12/20/24)
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  • Tax Senior Manager, Investment Management…

    Deloitte (Portland, OR)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (02/12/25)
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  • Tax Senior - Investment Management - Private…

    Deloitte (Portland, OR)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (02/06/25)
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  • Tax Manager - Investment Management - Private…

    Deloitte (Portland, OR)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (01/14/25)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Portland, OR)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (01/12/25)
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