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Financial controller • gresham or

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Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
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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...[internal_linking.show_more]

Relationship Banker, Bilingual Spanish Preferred

Bank of AmericaGresham, OR, United States
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Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.This job is responsible for engaging ...[internal_linking.show_more]

Senior Financial Analyst

Oregon Ice CreamCamas, WA, United States
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Must be able to drive to Eugene, OR and Vancouver, WA regularly.The Senior Financial Analyst plays a critical role in shaping Oregon Ice Cream's financial strategy and operational performance.Repor...[internal_linking.show_more]

Automotive Accounting Controller

Diplomat MotorsTroutdale, OR, US
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Diplomat Motors is looking for a highly detail-oriented, process-driven Controller to lead the accounting and financial reporting functions across our dealership group.This role is critical in ensu...[internal_linking.show_more]

Financial Advisor

Staffing in MotionCamas, WA, United States
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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...[internal_linking.show_more]

Sales Representative and Field Trainer

Canyon Creek Financial LLC.Camas, WA, US
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Insurance Sales Specialist and Training Consultant.We're looking for an Insurance Sales Specialist and Training Consultant to help local businesses protect their people while mentoring new teammate...[internal_linking.show_more]

Orthodontic Financial Coordinator for Consulting Office

Peniche & AssociatesGresham, OR, US
[job_card.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...[internal_linking.show_more]

Associate Wealth Management Advisor - Gresham, OR

U.S. BankGresham, OR, United States
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Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[internal_linking.show_more]

Associate Banker, Gresham

BMO Financial GroupGresham, OR, United States
[job_card.part_time]

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...[internal_linking.show_more]

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Nonprofit Accountant

Creative Financial StaffingHappy Valley, OR, United States
[job_card.full_time]

Happy Valley, OR - On-site position.This position plays a key role within the finance team at a local nonprofit.The role is uniquely split between traditional GL accounting and the management of go...[internal_linking.show_more]

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Managing Director

WealthBridge Financial GroupGresham, OR, US
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Managing Director | WealthBridge.WealthBridge Financial Group is seeking a .This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on ...[internal_linking.show_more]

Associate Wealth Management Advisor - Gresham, OR

U.S. BancorpGresham, OR, United States
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This position is designed to be a developmental Financial Advisor at the Associate level.Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to c...[internal_linking.show_more]

Sales Representative

R.I.S.E. FinancialHappy Valley, OR, US
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We are seeking a high achiever who can distinguish themselves as an individual performer, and also develop a top-performing sales team.We are coming off of our 7th straight year of double-digit gro...[internal_linking.show_more]

Financial Advisor- Camas

OnPointCamas, WA, United States
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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...[internal_linking.show_more]

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

Data AnnotationGresham, Oregon
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[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

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Medical Billing and Coding - Entry Level Training Program

DreamboundGresham, Oregon, United States
[job_card.full_time]

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ...[internal_linking.show_more]

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Property Management Accountant

CRMGGresham, OR, United States
[job_card.full_time]

Commercial and Residential Management Group (CRMG) is in search of a seasoned Property Management Accountant to join the Accounting Team.This position will oversee the accounting procedures for a s...[internal_linking.show_more]

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Sales Associate (Remote)

Spieldenner Financial GroupGresham, OR, US
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[job_card.full_time]
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Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country.Our most important focus areas include getting agents paid quickly, keeping costs minimal, an...[internal_linking.show_more]

Insurance Sales Rep

COUNTRY Financial - Mike Estlund AgencyGresham, OR, US
[filters.remote]
[job_card.full_time]
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For 100 years, COUNTRY Financial has helped individuals and families secure their financial futures with trusted insurance and economic solutions.As a top-performing agency recognized across multip...[internal_linking.show_more]

Financial Planning Counselor

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
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  • [job_card.full_time]
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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