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Financial controller [h1.location_city]

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Financial controller • gresham or

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Financial Counselor

Financial Counselor

Fisher InvestmentsCamas, WA, US
[job_card.full_time]
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-wor...[show_more][last_updated.last_updated_less]
Orthodontic Financial Coordinator for Consulting Office

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...[show_more][last_updated.last_updated_variable_days]
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FRONT OFFICE AND FINANCIAL COORDINATOR FOR DENTAL OFFICE

FRONT OFFICE AND FINANCIAL COORDINATOR FOR DENTAL OFFICE

82nd Drive DentalClackamas, OR, US
[job_card.full_time]
We are looking for an awesome individual that can rock the position the front office position and understand claim payments and processing. The position involves over seeing day to day activities in...[show_more][last_updated.last_updated_30]
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Insurance and Financial Services Position - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Agent Team Member

Jeremiah Stephen - State Farm AgentCamas, WA, United States
[job_card.full_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][last_updated.last_updated_variable_hours]
REMOTE SALES - HOT LEADS - NO EXPERIENCE NEEDED

REMOTE SALES - HOT LEADS - NO EXPERIENCE NEEDED

Marissa Turner - Symmetry Financial GroupCAMAS, WA, US
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[job_card.full_time] +1
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Please read the entire post! ❓ Do you.Need to support your family or generate income for the things you want to do in life? Are you ready for freedom and time flexibility? Are you ...[show_more][last_updated.last_updated_30]
Patient Financial Advisor

Patient Financial Advisor

Kaiser PermanenteClackamas, OR, United States
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This position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the ...[show_more][last_updated.last_updated_30]
COUNTRY Trust Bank Financial Advisor

COUNTRY Trust Bank Financial Advisor

Country FinancialHappy Valley, Oregon
[job_card.full_time]
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance ...[show_more][last_updated.last_updated_30]
Remote Financial Managers - AI Trainer ($90-$150 per hour)

Remote Financial Managers - AI Trainer ($90-$150 per hour)

MercorGresham, Oregon, US
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[job_card.full_time]
About the Role • • Mercor is seeking experienced • •Financial Managers • • to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems.This engageme...[show_more][last_updated.last_updated_variable_days]
Final Expense Life Insurance Telesales Agent (1099 | Commission Only)

Final Expense Life Insurance Telesales Agent (1099 | Commission Only)

Lumis Financial GroupGresham, Oregon, USA
[job_card.full_time] +1
Final Expense Life Insurance Telesales Agent (1099 Commission Only).We are seeking driven disciplined individuals who want to build a. If you are looking for hourly pay part-time work or a side hus...[show_more][last_updated.last_updated_1_day]
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Insurance Sales Representative Entry Level

Insurance Sales Representative Entry Level

Canyon Creek Financial LLC.Happy Valley, OR, US
[job_card.full_time]
Build a Career That Careswith Canyon Creek Financial.If you thrive when helping others, are relationship-focused, and passionate about making a positive impact, Canyon Creek Financial could be the ...[show_more][last_updated.last_updated_30]
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Sales Representative

Sales Representative

R.I.S.E. FinancialCamas, WA, 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...[show_more][last_updated.last_updated_variable_days]
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Remote Financial Representative- Entry Level

Remote Financial Representative- Entry Level

Unlock Potential 360Troutdale, OR, US
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[job_card.full_time] +2
LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more][last_updated.last_updated_variable_days]
Financial Analyst

Financial Analyst

Pacific SeafoodClackamas, OR, US
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At Pacific Seafood, we do more than just provide the world with the healthiest proteins on the planet.We are a family-owned, excellence-driven organization committed to being the brand of choice in...[show_more][last_updated.last_updated_30]
Exclusive Financial Specialist

Exclusive Financial Specialist

Allstate BenefitsStatewide, OR, US
[job_card.full_time]
Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...[show_more][last_updated.last_updated_30]
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Financial Reporting & BI Analyst

Financial Reporting & BI Analyst

Cornell Pump CompanyClackamas, US
[job_card.full_time]
Cornell Pump Company is a prominent leader in the centrifugal pump industry with over 75 years of experience and continuous growth. Our manufacturing facilities located in Clackamas, OR, Vancouver, ...[show_more][last_updated.last_updated_variable_hours]
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Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Data AnnotationGresham, Oregon
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[job_card.full_time] +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more][last_updated.last_updated_30]
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Regional Sales Leader

Regional Sales Leader

Ohana Outreach FinancialGresham, OR, US
[job_card.full_time]
This opportunity rewards leaders who drive consistency across teams.You’ll unlock bonus income by reinforcing a proven sales framework. Training & mentorship (no experience required).Acces...[show_more][last_updated.last_updated_variable_days]
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Financial Solutions Advisor- Williamette Valley

Financial Solutions Advisor- Williamette Valley

Bank of AmericaClackamas, OR, United States
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Financial Solutions Advisor- Williamette Valley.Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon. Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Orego...[show_more][last_updated.last_updated_variable_hours]
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100% VIRTUAL - Life Insurance Agent

100% VIRTUAL - Life Insurance Agent

Emergent Financial GroupCamas, WA, United States
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Looking for something new? CHOOSE your path : .NEW AGENT : Looking for a new opportunity? Need training, tools & support to develop new skills?. ACTIVE PRODUCER : Already have the skills? Want a higher ...[show_more][last_updated.last_updated_variable_hours]
Financial Counselor

Financial Counselor

Fisher InvestmentsCamas, WA, US
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity :

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

The Day-to-Day :

As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will :

  • Work with our UK clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications :

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus

    • Compensation :

  • $80,000 - $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 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