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Financial associate • gresham or

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Financial Consultant

Financial Consultant

Fisher InvestmentsGresham, OR, United States
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Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Manufacturing Associate

Manufacturing Associate

Bigfoot StaffingClackamas, OR, US
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BigFoot Stang is excited to offer this Temp-to-Hire.Once you apply, we will reach out to you to schedule a time to talk more about this opportunity. This is a very good starting job with a career-fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Merchandise Associate

Merchandise Associate

TJXGresham, OR, US
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At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Warehouse Associate

Warehouse Associate

DHLCamas, WA, United States
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Job Description • • : As a Warehouse Associate at DHL, you will be responsible for a variety of tasks essential to warehouse operations. These include receiving, processing, and storing incoming stock,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Sales Associate

Sales Associate

World MarketGresham, OR, US
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World Market Part-Time Position.For over 60 years, we have searched the globe for design inspiration, emerging trends, and time-honored handicrafts, to bring you stylish home dcor, quality furnitur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Lot Associate

Lot Associate

Home Depot (Retail)Troutdale, OR, US
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Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Counselor

Financial Counselor

Legacy HealthGresham, US
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Mount Hood Medical Center campus.At Legacy, we understand that making life better for others involves compassion in all of our interactions. Guiding patients toward important financial decisions whi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Lead Financial Analyst

Lead Financial Analyst

Analog DevicesCamas, WA, US
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NASDAQ : ADI) is a global semiconductor leader that bridges the physical and digital worlds to enable breakthroughs at the Intelligent Edge. ADI combines analog, digital, and software technologies in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
JD Edwards Financial Functional

JD Edwards Financial Functional

Softworld IncFairview, OR, United States
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Job Title : JD Edwards Financial Functional Job Location : Fairview OR 97024, remote is possible but 25% travel to plants in OH, GA, SC, and Toronto will be required. Onsite Requirements : JD Edwar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Warehouse Associate

Warehouse Associate

AmazonTroutdale, OR, United States
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Job Title : Warehouse Associate Employer : Amazon.As a Warehouse Associate at Amazon, you will play a crucial role in ensuring the timely and accurate processing of customer orders.You will be part o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Attorney

Associate Attorney

McCalla Raymer Leibert Pierce, LLPClackamas, OR, US
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This is a position for a person with critical thinking skills who wants to work with a team of hard-working individuals to create a culture of respect, consideration for co-workers, and the creatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate Manager

Associate Manager

Abby's PizzaGresham, OR, US
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The Associate Manager's primary responsibility is to assist in the management and direction of daily operations of an Abby’s Restaurant, and to assure quality food, sanitation, and custom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Sales Associate

Sales Associate

Petco Health and WellnessGresham, OR, US
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Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your well...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Patient Financial Advisor

Patient Financial Advisor

Kaiser PermanenteClackamas, US
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This position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Exclusive Financial Specialist

Exclusive Financial Specialist

Allstate BenefitsStatewide, OR, US
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Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Patient Financial Counselor

Patient Financial Counselor

MedixMaywood Park, OR, US
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The Patient Financial Counselor LPN facilitates requests for insurance authorizations for Home Health Patients.Responsible for accurate verification of insurance benefits.Documents patient benefits...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Financial Analyst

Senior Financial Analyst

NLIGHTCamas, Washington
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At nLIGHT, we are constantly on the cutting-edge of laser technology in a massively growing market.We are a leading provider of high-power semiconductors and fiber lasers for industrial, microfabri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Warehouse Associate

Warehouse Associate

Kelly ServicesHappy Valley, OR
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The Warehouse Associate at Kelly Services is responsible for handling the accurate receiving, warehousing, and shipping of products to ensure operational excellence, high productivity, and customer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Professional

Financial Professional

New York Life -OregonCamas, WA, US
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Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent • to drive positive impact in the lives of families every day.At New York Life, you’re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate Dentist

Associate Dentist

PDS HealthHappy Valley, OR, United States
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Now is the time to join Happy Valley Modern Dentistry.You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next leve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Consultant

Financial Consultant

Fisher InvestmentsGresham, OR, United States
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Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity :

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

The Day-to-Day :

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will :

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications :

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus
  • Compensation :

  • 90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance
  • Why Fisher Investments :

    We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER