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Financial associate Jobs in Gresham, OR

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Financial associate • gresham or

Last updated: 11 days ago

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
$85,000.00–$135,000.00 yearly$85,000.00–$135,000.00 yearly
Full-timeFull-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

Riser Fitness, LLCHappy Valley, OR, US
$16.00–$17.00 hourly$16.00–$17.00 hourly
Part-timePart-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

Task Associate

Ulta Beauty, Inc.Gresham, Oregon, United States
Part-timePart-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

LIMITED DURATION - LEAD TAX AND FINANCIAL SERVICE COORDINATOR - CIVIC

Metropolitan Family ServicesGresham, OR, United States
$63,338.00–$65,238.00 yearly$63,338.00–$65,238.00 yearly
Full-timeFull-time

Lead Tax And Financial Service Coordinator - Civic.MFS Civic Office - Gresham, OR 97030-3773.Salary/year Position Type Full Time Job Shift Day Education Level 4 Year Degree Travel Percentage Neglig... Show more

Financial Consultant, Financial Advisor

WealthBridge Financial GroupGresham, OR, US
Full-timeFull-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 ta... Show more

LIMITED DURATION TAX AND FINANCIAL SERVICES COORDINATOR I - CIVIC

Metropolitan Family ServiceGresham, OR, United States
Full-timeFull-time

Tax Site Coordinator I - Limited Duration.Under the general supervision of the Lead Tax Site Coordinator III, the Tax Site Coordinator I provides daily operational support and coordination for the ... Show more

Warehouse Associate

Kellermeyer Bergensons ServicesTroutdale, OR, US

Auxiliares de Almacén (Reciclador de Corrugado).Estos puestos son principalmente responsables de satisfacer las necesidades de los clientes y superar sus expectativas en la recogida y retirada de g... Show more

Orthodontic Financial Coordinator for Consulting Office

Peniche & AssociatesGresham, OR, US
$70,000.00 yearly$70,000.00 yearly
Full-timeFull-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

Remote Financial Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationDamascus, Oregon
$50.00 hourly$50.00 hourly
RemoteRemote
Full-timeFull-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

Remote Financial Analyst

Micro1Camas, Washington, US
RemoteRemote
Full-time +1Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI labs & Enterprises train foundational models and agents.We provide frontier evaluations and reinforcement learning environment... Show more

Financial Services Representative – State Farm Agent Team Member

Jeremiah Stephen - State Farm AgentCamas, WA, US
$42,000.00–$80,000.00 yearly$42,000.00–$80,000.00 yearly
Full-timeFull-time

State Farm Insurance Agent located in Camas, WA is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Jeremiah Stephen - State Farm Agent, you will... Show more

Associate Executive Director

Senior LifestyleGresham, OR, United States
Full-timeFull-time

Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect... Show more

Warehouse Associate

TW ServicesDamascus, Oregon
$600.00–$1,000.00 weekly$600.00–$1,000.00 weekly
Full-time +1Full-time +1
Quick Apply

Warehouse Service Provider for Fred Meyer.We are currently seeking for staff to join our team at the Food Distribution Center.Employment would be full time and permanent.We have a fast-onboarding p... Show more

Tax Associate

H&R BlockTroutdale, OR, United States
Full-timeFull-time

As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client servicesno prior tax experience required.With training and support from day one, you'll work directly with clients ... Show more

Associate Manager

Abby's Legendary PizzaGresham, OR, United States
Full-timeFull-time

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 customer service... Show more

Task Associate

Ulta BeautyGresham, OR, United States
Full-timeFull-time

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 beauty enthusiasts.At Ulta Bea... Show more

Retail Associate

Ross Dress for Less MedfordGresham, Oregon, United States
$16.80 hourly$16.80 hourly
Part-timePart-time
Quick Apply

Our values start with our people, join a team that values you!.Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth... Show more

Support Associate - Chico's

Chico's FAS, Inc.Gresham, OR, United States
Full-timeFull-time

Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.The Support Associate is responsible for supporting a customer and product-focuse... Show more

People also ask
Financial Planning Counselor

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
30+ days ago
Salary
$85,000.00–$135,000.00 yearly
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:

  • 3+ 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 - $135,000 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