Financial Counselor Jobs in Portland, OR | Glassdoor

Financial Counselor Jobs in Portland, OR

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  • 3.5
    Fisher Investments – Portland, OR
    23 days ago 23d
    Investments has an opportunity for you! Check out our Investment Counselor position. Do you have a background in Finance and Investments… Investments to our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on…
  • 2.9
    PeaceHealth – Vancouver, WA
    13 days ago 13d
    Req ID: 145867 PeaceHealth is seeking a Financial Counselor Lead - Admitting for a 1.0 full time equivalent Non-Exempt position… EXPERIENCE/TRAINING: • Minimum of one year experience as a Financial Counselor or relevant position required; two to four years experience…
  • 3.7
    Merrill Lynch – Portland, OR
    Today 11hr
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Shift: 1st shift (United…
  • Peace Health – Vancouver, WA
    26 days ago 26d
    Req ID: 146366 PeaceHealth is seeking a Financial Counselor - Admitting for a 1.0 full time equivalent Non-Exempt position.… . JOB SUMMARY Responsible to implement the Corporate Financial Counseling policy to ensure fair, thorough and consistent…
  • Courtney Raymond Consultants – Portland, OR
    1 days ago 13hr
    Requirements ·5 to 10 years of sales experience working as a financial advisor ·Clean U4 ·Active Series 7 & 63/65 or 66 ·I willingness… train with a senior advisor ·The desire to one run your own financial practice…
  • 2.9
    PeaceHealth – Vancouver, WA
    28 days ago 28d
    Req ID: 146366 PeaceHealth is seeking a Financial Counselor - Admitting for a 1.0 full time equivalent Non-Exempt position… JOB SUMMARY Responsible to implement the Corporate Financial Counseling policy to ensure fair, thorough and consistent…
  • 3.5
    Fisher Investments – Portland, OR
    Est. Salary $44k-$65k
    23 days ago 23d
    Investments has an opportunity for you! Check out our Investment Counselor position. Do you have a background in Finance and Investments… Investments to our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on…
  • 3.7
    Merrill Lynch – Portland, OR
    Today 11hr
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Shift: 1st shift (United…
  • Peace Health – Vancouver, WA
    30+ days ago 30d+
    Req ID: 145867 PeaceHealth is seeking a Financial Counselor Lead - Admitting for a 1.0 full time equivalent Non-Exempt position… EXPERIENCE/TRAINING: • Minimum of one year experience as a Financial Counselor or relevant position required; two to four years experience…
  • 3.7
    Edward Jones – Portland, OR
    3 days ago 3d
    . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… clients as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment…
  • Voya Financial Advisors – Portland, OR
    2 days ago 2d
    Financial Advisor – 403(b)/457 – Retirement Specialist Voya Financial Advisors®, Inc., a leading independent broker-dealer… record ideally in the financial services field preferred Desire to assist clients meet their financial and retirement goals and…
  • 3.9
    Kaiser Permanente – Portland, OR
    2 days ago 2d
    Collect past due balances & refers, as appropriate, to financial counselors. • Appointing & Messaging: Takes messages as required… established manual or technological protocols, refers patients to Financial Advocates. Answers &/or refers questions received from patients…
  • 3.7
    Merrill Lynch – Portland, OR
    2 days ago 2d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for…
  • 3.4
    Bank of America – Portland, OR
    4 days ago 4d
    Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for…
  • 4.1
    Penn Mutual – Lake Oswego, OR
    4 days ago 4d
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… needed to effectively build your skills and potential as a financial professional. This position will be located in Lake…
  • 3.3
    KeyBank – Beaverton, OR
    1 days ago 23hr
    Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies with assets of approximately $101 billion… billion as of June 30, 2016. The acquisition of First Niagara Financial Group, which became effective on August 1, 2016, is expected…
  • 3.1
    CUNA Mutual Group – Portland, OR
    8 days ago 8d
    experience. * Minimum of three (3) years of successful financial services sales experience with verifiable commission history… Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members…
  • 3.7
    Thrivent Financial for Lutherans – Portland, OR
    16 days ago 16d
    them create a financial strategy based on their values and what's important to them. As a Thrivent Financial advisor, you become… of your ongoing guidance. What Thrivent Financial Offers At Thrivent Financial, we'll support your goals and reward your success…
  • 3.1
    Union Bank of California – Portland, OR
    9 days ago 9d
    to close the sales. Requires extensive financial analysis review of the client's financial statements and assessment of suitability… investment services and products to assist our clients with their financial goals. Our team of talented professionals embodies the…
  • 2.9
    Mitsubishi UFJ Financial Group – Portland, OR
    8 days ago 8d
    to close the sales. Requires extensive financial analysis review of the client's financial statements and assessment of suitability… investment services and products to assist our clients with their financial goals. Our team of talented professionals embodies the…
  • 3.6
    J.P. Morgan – Portland, OR
    25 days ago 25d
    As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.6
    Buffett Senior Healthcare – Portland, OR
    Est. Salary $44k-$69k
    7 days ago 7d
    salesperson, coverage, insurance, financial advisor, financial planner, financial counselor, financial analyst, portfolio, finance,… investment counselor, investment, retirement planning, education planning, insurance sales, insurance agent, financial sales, agent…
  • 3.4
    Chase – Portland, OR
    25 days ago 25d
    As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.4
    US Bank – Beaverton, OR
    17 days ago 17d
    determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation… situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance…
  • 3.4
    CUSO Financial Services, L.P. – Portland, OR
    10 days ago 10d
    Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance… through its partnership with CUSO Financial Services, L. P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and…
  • 3.9
    Kaiser Permanente – Portland, OR
    17 days ago 17d
    Collect past due balances & refers, as appropriate, to financial counselors. • Appointing & Messaging: Takes messages as required… established manual or technological protocols, refers patients to Financial Advocates. Answers &/or refers questions received from patients…
  • 3.5
    Fisher Investments – Portland, OR
    Est. Salary $42k-$61k
    23 days ago 23d
    to our high-net-worth clients in Europe, as a UK Investment Counselor. You will spend your time educating each of our clients on… Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments…
  • 3.7
    Edward Jones – Portland, OR
    21 days ago 21d
    . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… clients as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment…
  • 3.7
    Morgan Stanley – Portland, OR
    17 days ago 17d
    15,000 financial advisors. Our Financial Advisors deliver tailored solutions designed to help clients achieve their financial goals… our elite training program and become Financial Advisors at Morgan Stanley. Our Financial Advisor Associate (FAA) program is comprised…
  • 3.6
    TD Bank Financial Group – Vancouver, WA
    3 days ago 3d
    Category - Primary Retail Banking - Financial Services Job Category(s) Retail Banking - Financial Services Job Description As… advice providers in the branch, the Financial Advisor understands the banking and financial needs of customers, and provides appropriate…
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