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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Certifications:Certified Financial Planner ® / CFP. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Certified Financial Planner ® / CFP. Growing relationships through proactive outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
$57,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
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You will communicate with our Financial Planning team, Investment Counselors and Tax Managers. You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information.
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Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations. Our benefits include Health, Financial, Retirement and Work/Life Benefits.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs.
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
Starting at $53,125 a yearPart-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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7+ years of demonstrated planning and business development experience, with proven results using the Certified Financial Planner (CFP) designation. The Partners Group currently has an outstanding opportunity for a client-facing financial planning professional to join our Wealth Management team as a Wealth Planner based in our Portland, OR office.
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LHH has a well-known client in Beaverton, OR who seeks a Supply Planner on a contract opportunity! Global Supply Planner. Title: Supply Planner. Experiences preferred in supply/inventory planning and management, marketplace planning/buying, merchandising, demand planning, financial planning.
$24.64 - $31.69 an hourFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.
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You will work both within the Nike DSM function and across the broader cross-functional organization, partnering closely with Marketplace/MPUs, Merchandise Financial Planning, Assortment Planning, Allocation, Merchandising, Finance, Marketplace Operations, Store Operations, and our Field Organization among others to deliver store financial business targets both pre-season and in-season.
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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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financial planner jobs in Portland, OR
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