- Wells Fargo (Coos Bay, OR)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk… more
- Umpqua Bank (Portland, OR)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who...assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and… more
- Bank of America (Eugene, OR)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate - FP Eugene, Oregon **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Otsuka America Pharmaceutical Inc. (Salem, OR)
- …for payment of money during the job application process. We do not require any financial , credit card or bank account information and/or any payment of any kind ... to be considered for employment. We will also not offer you money to buy equipment, software, or for any other purpose during the job application process. If you are being asked to pay or offered money for equipment fees or some other application processing… more
- KeyBank (Portland, OR)
- …+ A minimum of year 1 year experience in interpreting and understanding financial statements required. **Tactical Skills** + Excellent Bank product and service ... Avenue - Portland, Oregon 97204 **Job Summary** The Small Business Cash Management Advisor partners with Small Business Wellness Advisors and Retail Branch teams to… more
- Bank of America (Hillsboro, OR)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... Relationship Banker Tigard, Oregon;Hillsboro, Oregon **Job Description:** At Bank of America, we are guided by a...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Umpqua Bank (Lake Oswego, OR)
- …deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more
- Umpqua Bank (Lake Oswego, OR)
- …deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...**About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting… more
- KeyBank (Wilsonville, OR)
- …Wilsonville Road - Wilsonville, Oregon 97070 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more