Alcohol and drug counselor h1.location_city
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Alcohol and drug counselor • vancouver wa
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Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office.We are searching for a self-star...[show_more][last_updated.last_updated_30]
At Legacy, we understand that making life better for others involves compassion in all of our interactions.Guiding patients toward important financial decisions while being sensitive to difficult o...[show_more][last_updated.last_updated_variable_days]
Orientation from June 15th - 18th.Camp runs June 22nd - August 13th.The MJCC is open to everyone of all backgrounds!.Make the most out of your summer at the MJCC!.The MJCC Day Camp is seeking enthu...[show_more][last_updated.last_updated_variable_days]
NE Cesar E Chavez Blvd, Portland, OR 97232 Camp Dates : 6/15/2026 (Mon) - 8/21/2026 (Fri) -- (additionally, one weekend to set up, one weekend to breakdown, and an orientation date) Hourly Wage : T...[show_more][last_updated.last_updated_variable_days]
Play a vital role in creating a safe, secure, and therapeutic environment for men in recovery through assisting the front desk with resident orientation, supervision, and support.Shifts available M...[show_more][last_updated.last_updated_30]
Join our team to create an outstanding customer experience through exceptional service! As a Drug General Merchandise Lead Clerk, you will play a vital role in maintaining a safe and clean environm...[show_more][last_updated.last_updated_variable_days]
Working at Lewis & Clark College.The campus is located on 137 acres of beautifully landscaped grounds in Portland’s southwest hills.Our strong commitment to sustainability is reinforced through rec...[show_more][last_updated.last_updated_variable_days]
NE Cesar E Chavez Blvd, Portland, OR 97232.Mon) - 8/21/2026 (Fri) -- (additionally, one weekend to set up, one weekend to breakdown, and an orientation date).The hourly rate for this position is $1...[show_more][last_updated.last_updated_variable_days]
Ria Health, recognized as the leading national telehealth provider specializing in alcohol use disorder (AUD) treatment, recently raised $12.Series B financing led by Peloton Equity.Our existing in...[show_more][last_updated.last_updated_variable_days]
Join a mission-driven team making a real difference in lives during critical reentry moments.At NWRRC, we are passionate about helping our residents successfully reintegrate into society.Since 1964...[show_more][last_updated.last_updated_variable_days]
Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing,...[show_more][last_updated.last_updated_30]
At AB Staffing, we specialize in placing healthcare providers in facilities throughout the United States.Our travel assignments range from three (3) months to one year and can be added to another a...[show_more][last_updated.last_updated_30]
Under the direction of the Family Programming Director, the Camp Counselor is responsible for for implementing Camp activities for children ages 2 to 15 years old; to ensure a safe, clean, fun envi...[show_more][last_updated.last_updated_variable_days]
Remote and Hybrid Positions Available in Portland, Oregon.We respond only to applicants who meet all of our requirements and complete our Employment Application in full at.Come join our team! At Mi...[show_more][last_updated.last_updated_variable_days]
KE Camps is the leading provider of summer camps for country clubs nationwide.We partner with over 230 private clubs all over the country to implement traditional-style day camps for elementary-age...[show_more][last_updated.last_updated_variable_days]
Wanting to deliver high quality behavioral healthcare.Interested in growing professionally.Dual licensed, Masters and SUDP preferred!.Telemedicine and in-person flexibility.Competitive Compensation...[show_more][last_updated.last_updated_30]
ETHIC - Excellence, Teamwork, Hospitality, Integrity, and Compassion - steadfastly characterizes our mission to continually enrich the daily lives of residents.We practice these principles with eve...[show_more][last_updated.last_updated_variable_days]
Position Summary: Create an outstanding customer experience through exceptional service.Establish and maintain a safe and clean environment that encourages our customers to return.Assist the depart...[show_more][last_updated.last_updated_variable_days]
The Kids Camp Counselor leads children through a variety of activities including rock climbing, swimming, weekly field trips, arts & crafts, gym games and more.They incorporate nutrition education ...[show_more][last_updated.last_updated_variable_days]
Portfolio Counselor
CNI Consulting Inc.Portland, OR, us[job_card.full_time]
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Mindful Mental and Behavioral Health PLLCPortland, Oregon, United States[job_card.full_time] +1
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KE CampsPortland, OR, United States[job_card.full_time]
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Life Time FitnessPortland, OR, United States[job_card.full_time]
Portfolio Counselor
CNI Consulting Inc.Portland, OR, us[job_card.30_days_ago]
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[job_card.job_description]
Job Description
Requirements
Investments and relationship management
Portfolio Counselor
Overview
Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.
Duties and Responsibilities
- Act as the short-term point of contact for our client’s high net worth clientele
- Create an honest authentic relationship with each client to earn your compensation on high rates of conversion
- Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy
- Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching
- Build an honest, transparent, and authentic relationship with the high-net-worth clients, relating with them to focus on high rates of client conversion
- Articulate the firm’s financial philosophy to the high-net-worth clients to build rapport and establish a lasting and trusting relationship
- Assist in bringing in new assets through client referrals
Requirements
- Bachelor’s Degree in Finance or relevant field
- A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience
- Series 65, Series 66, or equivalent license is required
- Knowledge of the following:
- Solid financial sales experience
- Investment products strategy establishment
- Strong capital market knowledge to educate and inform clients
- Manage complexity in a high volume environment
- Excellent communication skills with high net worth clients
Benefits
- $65,000-$125,000 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
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
Requirements
Investments and relationship management