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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 InvestmentsGresham, OR, United States
[job_card.full_time]
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investm...[show_more][last_updated.last_updated_variable_hours]
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]
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
[job_card.full_time]
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]
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Sales Representative & Trainer

Sales Representative & Trainer

R.I.S.E. FinancialTroutdale, OR, US
[job_card.full_time]
Sales Representative & Trainer.We are seeking a highly motivated and results-driven.Sales Representative & Trainer.This unique role blends the responsibilities of a high-performing sales re...[show_more][last_updated.last_updated_variable_days]
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]
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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_variable_hours]
Remote Financial Controller - AI Trainer ($150 per hour)

Remote Financial Controller - AI Trainer ($150 per hour)

MercorGresham, Oregon, US
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[job_card.full_time]
UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more][last_updated.last_updated_variable_days]
Financial Solutions Advisor- Williamette Valley

Financial Solutions Advisor- Williamette Valley

Bank of AmericaGresham
[job_card.full_time]
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...[show_more][last_updated.last_updated_30]
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Dealership Controller

Dealership Controller

Car Guys Inc.Troutdale, OR, US
[job_card.full_time]
America’s #1 Automotive Recruiter If you are looking for a new career in the car Biz CarGuys Inc.We work with dealerships that are looking to hire, all across the country.Anytime you are look...[show_more][last_updated.last_updated_variable_days]
Financial Analyst

Financial Analyst

Pacific SeafoodClackamas, OR, US
[job_card.full_time]
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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Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

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

Data AnnotationGresham, Oregon
[filters.remote]
[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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Remote Financial Representative- Entry Level

Remote Financial Representative- Entry Level

Unlock Potential 360Gresham, OR, US
[filters.remote]
[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]
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Financial Solutions Advisor- Williamette Valley

Financial Solutions Advisor- Williamette Valley

Oregon StaffingGresham, OR, US
[job_card.full_time]
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...[show_more][last_updated.last_updated_30]
Insurance Sales Representative and Trainer

Insurance Sales Representative and Trainer

Canyon Creek Financial LLC.Happy Valley, OR, US
[job_card.full_time]
Insurance Sales Representative and Trainer.Full-Time | Outside Sales | B2B Sales.In-person, local territory (with occasional travel). Monday–Friday (with flexibility, occasional weekends as needed)....[show_more][last_updated.last_updated_30]
Financial Counselor

Financial Counselor

Fisher InvestmentsGresham, OR, United States
[job_card.variable_hours_ago]
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  • [job_card.full_time]
[job_card.job_description]

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.

The Opportunity :

The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesnt stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day :

  • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications :

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelors degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • 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 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. Its 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

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