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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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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
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Licensed Certified Financial Planner with estate planning skills a bonus. Are you a tax professional with a passion for providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients.
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The Specialty Scheduling Coordinator schedules office and hospital services for patients including scheduling appointments with external providers or ancillary departments to ensure coordinated care for patients.
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Certified Financial Planner / CFP. We assist companies and non-profit organizations in delivering benefits to their employees. Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA.
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Communicates relevant information timely and effectively with appropriate agency staff including but not limited to: any patient care issues or needs, visit assignments, dates of scheduled visits, and schedule changes to scheduler, orders and OASIS data sets, coding requests, schedule home visits, to coordinate care with other clinicians, Communicates timely and effectively with physicians, patients, and family members to ensure quality care and service excellence.
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CTR Group is seeking a Planner / Estimators - Ship Repair to support our Shipyard Client in Portland, OR. The selected candidate shall report directly to the Supervisory Planner/Estimator and shall be responsible for writing Work Specifications, conducting ship checks, and estimating labor, material and subcontractor work at the paragraph and line-item level for U.S. Navy Ship repair work, alterations and modifications.
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Retail Odyssey is currently seeking diligent and detail-oriented individuals to join our team as Retail Data Collectors.
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Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
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This Senior Administrative Assistant, Analyst Relations Scheduler will focus on scheduling meetings with technology industry analysts. We are looking for an experienced Senior Administrative Assistant, Analyst Relations Scheduler who thrives in a multitasking and fast-paced environment.
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The Maintenance Planner and Scheduler will anticipate and eliminate potential delays by planning and coordinating maintenance resources, parts, materials, and equipment access. The Maintenance Planner and Scheduler will anticipate and eliminate potential delays by planning and coordinating maintenance resources, parts, materials, and equipment access.
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Flag Scheduler if alterations need to be made to install schedule. Manages the permitting process from execution to final inspection. Safety : OSHA log losses, fines and safe work practices. Flag Scheduler if alterations need to be made to install schedule.
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The Human Resources Director is a strategic thinker, planner, and doer who will quickly understand Tigard’s values and easily see the big picture and long-term vision for the City. As a visionary leader who champions public service, the Director brings innovation and experience to human resources initiatives.
$124,111 - $146,047 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Master Planner / Scheduler is managing the planning and scheduling of capital projects from initiationthrough turn-over to operations and other programs requiring a schedule. The Master Planner/Scheduler reports to the Director of Planning & Processes and is responsible for managing andoverseeing the scheduling team for engineering and construction projects.
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planner scheduler jobs in Tigard, OR
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