Financial advisor jobs in Portland, Oregon - Page 2Create job alerts

This is a fa Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.

Job Description Work Incentives Coordinator Independent Living Resources (ILR) is looking for the just the right person to join our Work Incentives Network (WIN) Team! The successful candidate will join an Oregon Team of 11 Work Incentives Coordinators (WICs) based out of Oregon's 7 Centers for Independent Living (CILs) serving people with all types of disabilities. The new hire will be part of a team of 3 WICs based at ILR in East Portland and serving people with disabilities in NW Oregon. Primary services are provided in the Portland Metro Area with periodic outreach and services provide to communities in The Gorge and the North Coast. The ideal candidate will have interest and some expertise in social security benefits planning. WIPPA Certification is a plus, however the successful candidate will enter a year-long training program leading to certification. This a unique opportunity for someone with an interest in working one-on-one with people with disabilities who are exploring trial-work incentives offered by the Social Security Administration (SSA). Compatible skill-sets suitable for this professional training program include an ability to research and understand SSA policies, listen to consumer goals and develop Work Incentive Plans to guide people with disabilities returning to work following periods on SSI or SSDI benefit programs. Candidates with some combination of experience as a disability legal assistant, a social services case manager, or social security advisor have been successful in transitioning into this position. WICs apply financial and social security policy information to the life experiences of consumers with disabilities in order to develop a work incentives plan to better understand benefit options when returning to work. The WIC position begins with an initial three-month intensive training program after which exams are passed in order to move on to the provision of direct services to consumers. Ongoing training continues for the first year toward certification with annual training thereafter. This is a wonderful professional opportunity for the right person! It is a full-time exempt position with a salary range of $42,500 - $46,000 with generous benefits. Funding is in place and the successful candidate will begin as soon as possible. To apply, please send a cover letter, resume and list of professional references to Company DescriptionIndependent Living Resources (ILR) is a Center for Independent Living (CIL) tracing our roots back to 1957. We are a peer-based disability service center, part of a national network of more than 500 CILs with shared core values and core services. Our vision is to offer people with all types of disabilities Information & Referral, Options/Peer Counseling, Skills Training, Transition Services to Independent Community Living and Self-Advocacy/Systems Advocacy. We are a staff of about 12 people with at any time two graduate social work students completing field work at our site. While most of the ILR staff are people with disabilities themselves, we are also professionals with certifications as Information & Referral Specialists, ADRC Options Counselors, Psychologists, Work Incentives Coordinators and Public Health Advocates.Independent Living Resources (ILR) is a Center for Independent Living (CIL) tracing our roots back to 1957. We are a peer-based disability service center, part of a national network of more than 500 CILs with shared core values and core services. Our vision is to offer people with all types of disabilities Information & Referral, Options/Peer Counseling, Skills Training, Transition Services to Independent Community Living and Self-Advocacy/Systems Advocacy. We are a staff of about 12 people with at any time two graduate social work students completing field work at our site. While most of the ILR staff are people with disabilities themselves, we are also professionals with certifications as Information & Referral Specialists, ADRC Options Counselors, Psychologists, Work Incentives Coordinators and Public Health Advocates.

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Bank of America believes both in the importance of working together and offering flexibility to our employees. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re

Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank Of America Job Opportunity.

Mitigates and controls risk as part of daily activities. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.

Job Description TITLE: Universal Banker (Float) REPORTS TO: VP, Regional Treasury & Operations Manager LOCATION: Downtown Portland and Westside (Hillsboro) FLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY This position’s designated office will be in Downtown Portland and will spend an average of two days per week at the Hillsboro office based on coverage needs. In each location the position is expected to meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client’s expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES • Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member., • Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate., • Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business., • Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work., • Cash checks according to policy., • Provide operational support by balancing vault cash, processing cash shipments, performing certifications, ordering checks, and sending/receiving wires., • Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short., • Process VISA cash advances., • Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer., • Be able to explain online banking services to new or existing clients., • Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual., • Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority., • Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved., • Assume responsibility for special projects; gathers data and prepare reports for management., • Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete., • Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met., • Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements., • Assume responsibility for various department functions in the absence of team members or in overload situations., • Assumes responsibility for various department functions in the absence of staff members or in overload situations., • Provides excellent personal customer service to all internal and external clients., • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions., • Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring., • Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas., • Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions., • Works according to established schedules, arriving on time and with a positive attitude., • Supports the Bank’s goals and values; benefits the Bank through outside activities. These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Ability to establish and maintain excellent working relationships with clients, managers, and colleagues., • One (1) year Teller cash-handling and customer service experience., • Professional and personable presentation, with the ability to maintain a high level of energy., • Team oriented., • Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders., • Good attention to detail., • Ability to read, analyze, and interpret technical procedures and processes., • Intermediate computer operation skills - to meet production needs of the position., • Good organizational and time management skills., • Ability to work with minimal supervision while performing duties and to handle confidential information with discretion., • Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files., • Frequent use of arms such as pushing/pulling to open and close drawers and cabinets., • Ability to sit and/or stand for extended periods of time at assigned station., • Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds., • Continuous clarity of vision at 20 inches or less for normal processing of work.

Job Description Direct Sales Representative About R.I.S.E. Financial: At R.I.S.E. Financial, we're not just about making dealswe're about creating a culture of success and community. We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience. Whether it's in our own team or with the clients we serve, community is everything. We value independence and relentless drive, but we also understand the power of collaboration and building each other up. This is the perfect environment for those who have the spirit of a competitor but also the heart of a teammate. Whether you're pushing yourself to the limit or pushing the team forward, R.I.S.E. Financial is where success is earned, shared, and celebratedtogether. Position Overview: If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative. You'll be out in the field, selling supplemental insurance to businesses, creating relationships, and making a real impact on the lives of your clients. But this role isn't just about the salesyou'll also be part of a larger mission. R.I.S.E. Financial isn't just about individual success; it's about creating a community of like-minded professionals who are committed to mutual support and achieving big things together. If you're an athlete who thrives in both competition and collaboration, this is the place where you can grow and succeedwhile bringing others along with you. Key Responsibilities: * Lead the Charge: You will be the one identifying and reaching out to potential clients, building relationships, and ensuring their businesses are protected with the right insurance solutions. * Consultative Sales Approach: You will not just sell productsyou'll be the trusted advisor that businesses turn to for understanding their unique needs and helping them find the best solutions. * Negotiate & Close Deals: With your driven mindset, you'll manage the entire sales process from presentation to negotiation, making sure that you close deals that benefit both you and your clients. * Maintain Long-Term Relationships: Your job doesn't stop once the deal is closed. You'll build long-lasting relationships that turn clients into repeat customers, providing continued value over time. * Collaborate & Share Success: While you're an independent force, you'll also thrive in a community of like-minded, results-driven individuals. You'll be learning, growing, and winning alongside a team that pushes you to be your best. * Train & Develop Continuously: You're always learning, always improving, just like an athlete in training. We offer support to ensure you're constantly growing and excelling in your role. Qualifications: * Relentless Drive & Competitive Spirit: You've got the passion of an athlete, the focus of a competitor, and the discipline to keep pushing for greatness every day. * B2B Sales Experience: If you've been in sales, especially in a B2B environment, you understand what it takes to drive results. Bonus points if you have experience in insurance or financial products. * Relationship Builder: You know how to build rapport and establish long-term connections. Whether you're in it for the long game or closing a quick deal, you know that lasting relationships are key. * Independent & Team Player: You thrive in an environment that encourages autonomy, but you also recognize the power of collaboration and the importance of lifting others up. * Passion for Growth: You're always hungry to get betterconstantly improving and evolving to take your career to the next level. Why R.I.S.E. Financial: * Uncapped Earnings Potential: With a weekly base draw option and uncapped commissions, your earnings are in your hands. * Bonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. This structure rewards both your immediate performance and long-term success. * Supportive Community: We're a team that celebrates success, but we also know how to support each other through the challenges. Success isn't just about individual resultsit's about rising together. * Growth & Development: Receive comprehensive training through virtual, in-person, and classroom sessions, including hands-on learning with top performers and self-study courses from Top 1% achievers. With ongoing development and support, this is a unique opportunity to thrive in an untapped market with vast growth potential. * Work-Life Balance: Once you've mastered the skills of the job, you'll have the freedom to set your own schedule. This role is about autonomygiving you the power to design your day, your week, and your life on your terms. But make no mistake: this isn't for the person looking for a 9-to-5 with minimal effort. It's for those who have the drive to stay hungry, to keep pushing, and to set their own pace for success. You're in controlif you're motivated to work and want to make it happen, the flexibility is yours. * Career Advancement: As you grow and excel in your role, opportunities to take on more responsibility and leadership roles will open up. Additional Qualifications: * Licensing: Candidates must be willing to obtain a State Health Insurance License, which is required for the position but not for applying. We offer assistance with licensing and reimbursement to support you through the process. * Education & Experience: While a bachelor's degree is not required, candidates must have at least 4 years of professional work experience (post-high school). Those with fewer years of experience but relevant sales experience will also be considered. Location: Business-to-business, In-Person Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year Schedule: Monday to Friday (Weekends as needed) Rise with us. Join a community that celebrates your drive and success: Join a team that values the grind, the victory, and the community. If you're driven by success, motivated by growth, and eager to be part of a company that understands what it takes to rise to the top, we want to hear from you. To find out more about us please check us out at