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Financial manager • 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
WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE - hiring now

WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE - hiring now

Equis FinancialGresham, Oregon
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Compensation Range – Commission Only.This is a true WORK FROM HOME position for the sales professional.Whether you are an experienced sales representative or a newbie to sales.We provide trai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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General Manager

General Manager

Taco BellGresham, OR, US
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Summary : To profitably operate the restaurant within the practice and procedures established by Taco Bell Corporation and the company. This position is responsible for cost control, customer service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Shift Manager

Shift Manager

Wendy'sClackamas, OR, US
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As a Shift Manager at Wendy's you will utilize your knowledge of positional skills, customer service and courtesy, health and safety regulations to "Delight Every Customer" through your commitment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
COUNTRY Trust Bank Financial Advisor

COUNTRY Trust Bank Financial Advisor

Country FinancialHappy Valley, Oregon
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Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Financial Solutions Advisor -Northwest Region

Senior Financial Solutions Advisor -Northwest Region

Bank of AmericaClackamas
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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
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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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Finance Manager

Finance Manager

Diplomat MotorsTroutdale, OR, US
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We’re seeking a highly motivated individual who is passionate about the car industry.As a Finance Manager at Diplomat Motors, you will play a vital role in driving our financial operations.Yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Reconditioning Manager

Reconditioning Manager

CarvanaWood Village, OR, US
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At Carvana, we sell cars but we aren't car salesmen.Our promise is simple : we won't sell a car to a customer that we wouldn't sell to our own Mom. To make sure our car's are in.Recon...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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
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STORE MANAGER

STORE MANAGER

Papa Murphy'sGresham, OR, US
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You are applying for work with Papa Murphy's Pizza Group, a franchisee of Papa Murphy's, not Papa Murphy's International, Inc. If hired, the franchisee will be your only employer.Franchisees are ind...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Area Manager

Area Manager

AmazonTroutdale, Oregon, USA
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Our WW Operations network delivers millions of packages and smiles to Amazon customers every day.We are looking for motivated customer-focused individuals who want to join our team as an Area this...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
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Resident Manager

Resident Manager

Bridge Housing CorporationGresham, Oregon, USA
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We are in search for a Resident Manager for our Berry Ridge apartments : .This position requires strong leadership skills and an understanding of diverse populations. This position involves independen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Quality Manager

Quality Manager

MWHSandy, OR, US
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Quality Assurance / Control Manager.Bull Run Filtration Pipelines project located in Gresham, OR.The Quality Manager position will coordinate and implement quality management standards to maintain ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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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
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