Talent.com

Financial associate Jobs in Gresham, OR

Create a job alert for this search

Financial associate • gresham or

Last updated: 1 day ago

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
Full-time

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Fin...Show more

Sales Associate

TillysClackamas Town Center, Happy Valley, OR
Part-time

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers.Are you a �people person� who has a talent for making friends with perfect strangers? Do you have...Show more

Sales Associate

Riser Fitness, LLCHappy Valley, OR, US
Part-time
Quick Apply

Be a part of the growing boutique fitness industry and join our Studio Team!.Interact directly with members and prospective members and help them on their fitness journey while you connect and cont...Show more

Financial Consultant, Financial Advisor

WealthBridge Financial GroupGresham, OR, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strateg...Show more

Stock Associate

World MarketGresham, OR, United States
Full-time +1

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 furniture, thoughtful gifts and one of t...Show more

Financial Advisor

Staffing in MotionCamas, WA, United States
Full-time

This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show more

Sales Associate - Spencer's

Spencer'sHappy Valley, OR, US
Full-time

Benefits include: Oregon Paid Sick Time, Contest Prize Awards, 401K Plan with Company Match, Employee Assistance Program, 30% Merchandise Discount.All Bonuses, Awards and Benefits subject to qualif...Show more

Orthodontic Financial Coordinator for Consulting Office

Peniche & AssociatesGresham, OR, US
Full-time

We are seeking a dedicated and detail-oriented Orthodontic Financial Assistant to join our team.Assisting with various financial duties, such as: Expense billing, accounts receivable, entering cont...Show more

Financial Services Representative State Farm Agent Team Member

Jeremiah Stephen - State Farm AgentCamas, WA, United States
Full-time

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are a growing agency with big dreams and lots of potential.We...Show more

Retail Stocking Associate

Harbor Freight ToolsGRESHAM, OR, United States
Full-time +1

A Retail Stocking Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job.You will know why your work matters and take pride in what you do!.T...Show more

Sales Associate - Spirit

Spirit HalloweenGresham, OR, US
Full-time

Benefits include: Oregon Paid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program.All Bonus and Pay Programs subject to qualifications.Brand - Spirit Halloween T...Show more

Merchandise Associate

MarshallsPortland, Oregon, 97266
Part-time

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...Show more

Warehouse Associate

KellermeyerTroutdale, OR, United States
Full-time +2

Kellermeyer Bergensons Services (KBS) is looking for motivated, high-energy Warehouse Associates (Corrugate Recycler) to join our team for immediate full-time, permanent positions.These positions a...Show more

Sales Associate

World MarketGresham, OR, US
Full-time +1

You will be responsible for a variety of duties including customer service and making the shopping experience fun and memorable for our customer:.Share your passion and knowledge for our products a...Show more

Deli Associate

SafewayWashougal, WA, United States
Part-time

As a Deli Clerk, no one day is ever the same.You are someone who prides themselves on exceptional customer service and their knowledge of deli meats, cheeses, salads, sandwiches, dips, and gourmet ...Show more

Task Associate

Ulta BeautyGresham, OR, United States
Full-time

Job Opportunity At Ulta Beauty.Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true...Show more

Child Care Associate

Gold's Gym WashingtonCamas, WA, US
Part-time

The Kids Club Associate provides all the necessary primary care for infants, independent and group activities for toddlers and direct supervision of older children in a specific area of the gym.Pri...Show more

Financial Advisor- Camas

OnPointCamas, WA, United States
Full-time

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc.Together we have a commitment to provide an exceptional client experience to support and build a successful in...Show more

Retail Sales Associate

Harbor Freight ToolsGresham, OR, US
Full-time +1

A Retail Sales Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job.You will know why your work matters and take pride in what you do!.The ...Show more

People also ask
Financial Planning Counselor

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
27 days ago
Job type
  • Full-time
Job description

Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

The Day-to-Day:

  • You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
  • You will complete financial plans and other detailed analyses for existing clients
  • Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
  • Report on feedback, trends and more to the Private Client Group Programs management
  • You will host sessions for internal and external clients

Your Qualifications:

  • 5+ years of experience within financial services
  • You have in-depth knowledge of financial planning topics (CFP beneficial)
  • You communicate with a wide array of audiences by phone and email
  • Manage complexity and coordinate across several departments under strict timelines

Compensation:

  • $85,000 - $130,000 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 a 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