Financial Advisor
Finance Advisor Job In Salem, OR
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, we're helping people navigate life and guide them to their goals both now and in the future. We leverage the expertise of our financial professionals and leading-edge technology to deliver an unparalleled level of customer service to our clients. As a company, we're committed to diversity and growth, so we invite you to join our team and apply for one of our open positions.
Role Description
This is a full-time role for a Financial Advisor working in Salem, OR. This is an entrepreneurial role where you are building and owning your own business. We have a financial support program to get launched and unlimited income potential but there is no base salary. The Financial Advisor will be responsible for providing clients with financial planning, finance, retirement planning, investments, and financial advisory services on a daily basis.
Qualifications
Entrepreneurial spirit: You have a growth mindset and desire to build things
Strong financial planning and finance skills or a desire to learn
Excellent communication and customer service skills
Experience in the financial services industry is a plus
Financial Advisor
Finance Advisor Job In Portland, OR
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:
* Life insurance.
* Annuities (fixed, indexed, variable).
* Mutual funds.
* IRAs.
* 403(b)s and 529s.
* Workplace life and supplemental health insurance.
* Fidelity Custody Clearing and Solutions.
* UITs and Managed Assets.
* FMAX -- Investment Advisory platform
* Buffered and traditional UIT's
As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.
REQUIRED SKILLS AND EXPERIENCE
- At least 1-2+ years of experience selling financial products and insurance or an internship in the industry
- This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately
- Need to have either of the two combinations:
- Series 6 and 63, with either 65 or 66
- or Series 7 (and 63 if state requires it) with either 65 or 66
- Outgoing personality and sharp communication skills to be able to build and maintain client relationships
Financial Advisor
Finance Advisor Job In Milwaukie, OR
Comp: Base + Bonus
Financial Professional
What we need:
Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down.
What you will do:
The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. Get more out of your career with a company that invests in YOUR success - Welcome to Cetera!
The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify customers
· Identifying external prospects and expanding new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you need to have:
With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include:
· FINRA Series 7, 63 (Required)
· State Life & Health Insurance License of state where applying
· Strong sales, marketing, and business development skills
· 2 years of experience in finance, insurance and/or banking
Really catch our eye with:
· FINRA Series 65, or 66, preferred
· College degree, preferred
What we give you in return:
Cetera Investment Services, LLC. is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 450 institutions with assets ranging from $15 million to $100 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
Cetera Financial Group is a fast growing company that is in the midst of tremendous change. Our jean friendly culture is one that expects all the highest quality customer service that will turn our clients into raving fans.
Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
About Cetera Financial Group
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit *****************************
* "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Financial Services Professional
Finance Advisor Job In Salem, OR
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Partner Equity Analyst
Finance Advisor Job In Myrtle Point, OR
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Birmingham, Alabama
Surgical Care Affiliates
Finance
Regular
Full-time
1
USD $48,300.00/Yr.
USD $86,000.00/Yr.
39377
SCA Health Job Description Overview
Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care.
As part of Optum, we participate in an integrated care delivery system that enables us to support our partners as they navigate a complex healthcare environment, Only SCA Health has a dynamic group of physician-driven, specialty care businesses that allows us to customize solutions, no matter the need or challenge:
We connect patients to physicians in new and differentiated ways as part of Optum and with our new Specialty Management Solutions business.
We have pioneered a physician-led, multi-site model of practice solutions that restores physician agency by aligning incentives to support growth and transition to value-based care.
We lead the industry in value-based payment solutions through our Global 1 bundled payment convener, that provides easy predictable billing to patients.
We help physicians address everything beyond surgical procedures, including anesthesia and ancillary service lines.
The new SCA Health represents who we are today and where we are going-and the growing career opportunities for YOU.
Responsibilities
The legal analyst will contribute to SCA's legal department mission by providing/interpreting data, performing research, formulate reports and prepare fair market valuations/repurchase calculations. The analyst will make recommendations based upon findings, research, and calculations.
Key Responsibilities
:
Fair Market Valuations, including use of discounted cash flow models
Initial interpretation of formulaic pricing based upon operating agreement language
Calculation of operating agreement repurchase pricing
Recommends actions by analyzing and interpreting data and making comparative analyses Analyze legal expenses in an effort to reduce outside counsel costs
Confirmation of fair market values and unit ownership for monthly custodian reports
Ownership redemption calculations
Return on Investment reporting
Provide financial data for offering material
Other projects as assigned
Qualifications
Accounting/Finance major - BS degree required
1-2 years experience with valuation models highly preferred
Strong organizational and time management skills required
Impeccable attention to detail Excellent verbal and written communication skills, including ability to professionally interact with internal and external stakeholders with a positive attitude
Proficient Excel and Word skills
Expected to be a culture fit based on SCA's established values
USD $48,300.00/Yr. USD $86,000.00/Yr.
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Wealth Management Advisor
Finance Advisor Job In Portland, OR
Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job Summary
As a Wealth Manager with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:
highly self-motivated and self-disciplined with the ability to work effectively and independently
outgoing personality with the ability to develop relationships and a sincere desire to help others
fearless, positive attitude, and willingness to be accountable for results
organized, detail-oriented, and excellent time-management skills
desire for continuous learning
good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner
MassMutual was founded on May 15, 1851. And from the beginning, we've had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It's behind everything we do and every decision we make. It's how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.
Desired Skills & Experience
· Bachelor's degree - Finance or business discipline preferred or equivalent work experience
· Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)
· Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
· Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling)
· Positive, customer focused attitude with a desire to exceed customer expectations'
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Financial Advisor
Finance Advisor Job In Eugene, OR
Join our team at Jones & Roth, where we are dedicated to providing exceptional financial services. We pride ourselves on being a great place to work, fostering a collaborative and supportive environment. Our CPA partners will refer clients to you, offering a unique opportunity to develop and implement comprehensive tax and investment strategies tailored to each client's personal goals.
Are you passionate about helping clients achieve their financial dreams? As a Financial Advisor, you will:
Collaborate and Strategize: Work closely with Jones & Roth CPAs to understand clients' financial goals, risk tolerance, and current financial situation.
Holistic Financial Planning: Develop and implement customized financial plans, including retirement planning, estate planning, tax strategies, and investment management.
Expert Investment Advice: Provide strategic advice on investment products, including stocks, bonds, mutual funds, and insurance products.
Ensure Compliance: Ensure all financial advice and transactions comply with industry regulations and company policies.
Dynamic Portfolio Management: Monitor and adjust client portfolios to align with their financial goals and market conditions.
Client Education: Educate clients on financial products, market trends, and investment strategies.
Relationship Building: Build and maintain long-term relationships with clients, providing ongoing support and advice.
Why Join Us?
Great Place to Work: We are committed to creating a positive and inclusive workplace where your contributions are valued and recognized.
Professional Growth: We offer continuous learning opportunities and career advancement to help you achieve your professional goals.
Impactful Work: Your role will directly contribute to our mission of providing top-notch financial services, making a real difference in our clients' lives.
Qualifications:
Bachelor's degree
10+ years of experience in financial planning or advisory roles
Certified Financial Planner designation or willingness to achieve within 12 months
Active Series 7, 66, and relevant insurance licenses
Apply Now: If you are ready to take on this exciting opportunity and be part of a great team, we want to hear from you! Apply today and let's build something amazing together.
Financial Analyst
Finance Advisor Job In Tillamook, OR
Pride Health is looking for an Financial Analyst for our client's medical facility, which is in Tillamook, Oregon This is a great role with a 3+ Month Contract with the possibility of extension depends on your performance and a great way to start working with a top-tier healthcare organization! It's 100% onsite
Job Title: Financial Analyst
Rate: $30/hr to 35 /hr
Duration: 3+ Month Contract with the possibility of extension depends on your performance
Job Summary
Provides financial analysis and management planning support. Reviews, reconciles and analyzes data to insure financial integrity of information reported and identification of trends. Assists in the development of proformas and acquisition analytics. Provides independent analysis to leadership regarding financial results and identification of potential improvements.
Job Requirements:
Education and Work Experience: Bachelor's Degree in accounting, finance, business administration or equivalent combination of education/related experience: Required
Master's Degree: Preferred
Three years' relevant experience: Preferred
One year's experience in accounting or finance: Preferred
Licenses/Certifications: Certified Public Accountant (CPA): Preferred
Essential Functions:
Develops and maintains financial analysis tools and reporting, daily productivity dashboards, and trend and forecast reporting. Participates in the monthly accounting close functions, annual budgeting process and balance sheet reconciliations.
Provides support with contract and reimbursement modeling. Assists in yearly budgeting through development of supporting data, compilation of information and important to budgeting system.
Monitors reports to ensure data quality. Processes, enhances, and acquires technical skills to work with database and business intelligence systems.
Performs other job-related duties as assigned.
Benefits
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
Equal Opportunity Employer
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Financial Analyst, Manufacturing Industry
Finance Advisor Job In Portland, OR
LHH is working with one of our favorite long term clients to hire again!!!
This role is Onsite in Portland, OR (not open to remote out of state) and requires working knowledge of Inventory or Manufacturing.
Financial Analyst
Compensation: $90-110K all in
7% retirement package
More than 3 weeks PTO
Generous and Comprehensive healthcare package -
employee rates have not increased in 5 years!
Health club reimbursement; donation matching, STD, LTD
Have their own credit union
Hours/Schedule: Onsite 40-50 hours weekly
Job includes:
Budgeting and Forecasting (25%), Analytics of Performance and Reporting (75%)
Supports variable overhead and fixed cost analysis, tracking of indirect expenses and labor
Inventory - valuation, reconciliation in the GL, Forecasting inventory quantities
Includes elements of Accounting and Cost, but more focused on the Financial Analysis
Collaboration and Communication with Operations, Supply Chain, Production
We are looking for:
BS Degree in Accounting, Finance, Economics. Could consider Engineering Degree. MBA strongly preferred
2-5 years of experience in a similar role - demonstrates the ability to do this job
Manufacturing industry experience preferred; must have working knowledge of tangible products/inventory
Must be someone who matches the cultural notes below
Cultural notes:
We are looking for a driver personality; someone with their eye on growing within the company
A critical thinker, Attributes of curiosity, and a temperament for collaboration
Asks questions, digs in and researches sometimes, but also willing to learn from those around them
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
Financial Analyst
Finance Advisor Job In Portland, OR
Triple Oak Power LLC (“TOP”) was founded in 2020 with deep roots in the renewable energy industry, and is a portfolio company of Energy Capital Partners, an investment platform that has deployed over $19 billion in the energy space. TOP's core business is the development and sale of onshore wind energy and related energy generation projects. TOP's vision is to be a leading sustainable energy development platform with a track record of consistently generating value for project owners, power purchasers, landowners, and local communities. In times of volatility, we find ways to identify opportunities and execute on sustainable solutions.TOP is headquartered in Portland, Oregon.
About the Role
Triple Oak Power is hiring an Analyst to help drive the development and sale of a robust pipeline of renewable energy projects. TOP's Analyst Program gives recent graduates hands-on experience to develop technical skills and a detailed understanding of the renewable energy industry. This program gives the Analysts the opportunity to lead projects within the development or commercial execution functions, exposure to different company executives and aspects of the business, and mentorship opportunities. TOP team members wear multiple hats, and the Analyst will participate in and have exposure across many aspects of the renewable energy value chain. This position will give a motivated candidate with quantitative and transactional skills the opportunity to make a concrete difference in advancing the United States' clean energy transition.
Key Responsibilities
Assist in performing financial modeling and valuations of TOP's renewable projects and potential acquisition targets
Review reports from third party consultants including independent engineers, insurance, and transmission consultants
Maintain an up-to-date view on the renewable project finance landscape
Research, write and present financial and industry analyses in support of TOP management decisions
Perform internal project diligence and identify risk on M&A transactions
Participate on cross-functional teams in developing business case analyses and executing transactions
Provide ad hoc support to other TOP teams such as Development, Legal, and Operations
Required Qualifications
Strong work ethic and commitment to professionalism with a team player mentality
Demonstrated leadership, communication, and organizational skills
Comfortable communicating contrarian viewpoints
Strong technical and analytical skills
Familiarity with PowerPoint, Word, SharePoint, and Excel
Demonstrated interest in or the desire to learn about renewable energy
Willing to travel as necessary
Preferred but not required
Coursework or internship experience in economics, finance, environmental science and/or engineering
0-3+ years' experience in project finance, banking, public accounting, M&A or similar position, preferably in renewables / Energy & Power sector
Application
Please send your resume and cover letter expressing your interest to ***********************
The position will be based in Portland, Oregon
Triple Oak offers a competitive salary and benefits package including health insurance and 401(k) match programs. TOP is an equal opportunity employer. Diversity of all kinds is a key pillar of TOP's mission, and candidates from backgrounds underrepresented in the renewable energy sector are strongly encouraged to apply. TOP cannot sponsor nonimmigrant visas for this position (H-1B, TN, E-3, etc.) and is seeking candidates who won't require sponsorship.
Financial Counselor
Finance Advisor Job In Gresham, OR
US-OR-GRESHAM Type: Regular Full-Time Mount Hood Medical Center campus
At Legacy, we understand that making life better for others involves compassion in all of our interactions. Guiding patients toward important financial decisions while being sensitive to difficult or stressful circumstances is an important aspect of the care we provide. If you share this commitment and you'd like to grow with our patient-focused healthcare system, we'd like to talk to you.
The financial counselor assists patients and their families often in difficult times, providing financial, insurance and payment options to resolve patient balances. In addition, the financial counselor helps patients applying for various financial programs such as Oregon Health Plan, Medicaid, Crime Victims and Charity Care, and provides cost estimates upon request.
Responsibilities
Provides Customer Service
Effectively communicates directly with patients, families, physicians, payors, attorneys, Clinical Resource Coordinators, Utilization Review Coordinators, and toerh providers while inhouse (patient), in person, by phone, or written correspondence. Maintains positive communication and presentation skills with patients/customers of diverse ethnic cultural backgrounds and sensitive financial situations. If unable to contact patient while inhouse, contacts patient after discharge to discuss financial arrangements.
Ensures all accounts for patient are discussed with patient at time of contact.
Reviews patient account to determine if balance billed for is correct.
Accurately communicates account status and pending action to customers.
Coordinates patient account affects of pre-authorizations, second opinions, insurance benefit limitations, high dollar deductibles/copays with patients and families while maintaining positive personal relations. Assists patients in determining eligibility for Cobra assistance.
Determines if patient meets OHP eligibility criteria; may meet directly with patient or family member to complete OHP form and enroll patient in OHP. Also assists patients with other available financial resources such as Crime Victims, Medicaid in other states, Family Health Insurance Assistance Program (FHIAP) and Charity Care.
Sets Payment Arrangements
Understands and communicates Legacy payment policy to patients, guarantors and other appropriate individuals.
Calculates payment options per Legacy policy, abiding by laws governing payment plans and payment contracts.
Documents all options discussed and payment plan established.
Monitors payment plans after they have been established.
Rebills, transfers payments, requests refunds or adjusts misapplied payments as necessary.
Reviews pre-admit accounts to determine if an account is truly self-pay, determines medical necessity, then contacts patient/guarantor regarding, deposits, payment arrangements or OHP.
Performs Account Service
Sets deadlines for future action on accounts; action taken includes but is not limited to scheduling follow-up, making adjustments, placing phone calls, turning accounts collections, checking for insurance coverage as necessary, and making payment arrangements.
Understands and follows Legacy procedures for writing off small balance accounts.
Request refunds when appropriate
Determines when an audit is necessary.
Understands and abides by laws governing customer Bankruptcy filings.
Understands and abides by Legacy policy relating to accounts of deceased patients and laws governing account responsibility.
May interview customers and assist as appropriate in obtaining needed demographic, insurance, health and financial information and completed/signed forms required for services and confirmation of payment source.
Obtains pre-admission deposits.
May verify insurance coverage, reviewing and validating registration, additional insurance, and provider information.
Transfers appropriate accounts to hospital attorney
Follows up on requests from attorney for billings, obtaining lien satisfactions, medical records or itemized statements.
Provides advice to attorney on settlement questions.
Maintains a working knowledge pertaining to Insurance Issues, which includes but is not limited to Motor Vehicles, Workman's Comp, Medicare, OHP/Washington Welfare/Medicaid Blue Cross and Commercial payors.
Participates in Oregon Health Plan (OHP) training classes.
Qualifications
Education:
High school graduate or equivalent
Experience:
Two years of directly applicable healthcare business office experience and/or applicable self pay collection experience
Skills:
Demonstrated negotiating, problem-solving and decision-making skills.
Demonstrated understanding of complex collection issues inherent in high dollar/specialty accounts.
Demonstrated knowledge of multi-payor systems.
Demonstrated knowledge of billing/collection rules and regulations.
Knowledge of online eligibility systems and status review of claims.
Net Typing of 40 wpm and PC based computer skills.
10 key proficiency.
Knowledge of medical terminology.
Ability to work efficiently with minimal supervision, exercising independent judgment within stated guidelines.
Demonstrated effective interpersonal skills that promote teamwork and cooperation.
Ability to withstand varying job pressures, organize/prioritize related job tasks and demonstrate excellent attention to detail.
Excellent public relations skills and demonstrated ability to communicate in calm, businesslike manner.
Ability to multitask, learn new skills, and adapt to change.
Ability to work in a fast-paced environment independently or as part of a team
Legacy's Values in Action:
Follows guidelines set forth in Legacy's Values in Action
Equal Opportunity Employer/Vet/Disabled
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J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR
Finance Advisor Job In Oregon
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Financial Advisor - Clackamas, OR
Finance Advisor Job In Happy Valley, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR
Finance Advisor Job In Oregon
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Crop Advisor Intern Halsey, OR
Finance Advisor Job In Halsey, OR
The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture.
Summary
This Simplot Grower Solutions' position provides customer service to growers through the sale of crop nutrition, crop protection, seed, specialty, technology, and other agronomic products and consultative services. The position is led under the general direction of the Market Manager, who provides support and leadership to all Crop Advisors within specifically recognized agronomic geographies to achieve the Company's financial goals and operational objectives.
What's In It For You?
This internship opportunity is designed to provide a realistic job preview and lay the solid foundation necessary for future employment as a Simplot Crop Advisor. This is your chance to learn firsthand about agronomic issues that impact yields and profitability and how to best serve the grower's needs in their particular growing area.
Key Responsibilities
Soil sampling, plant sampling, product testing, product applications, and field scouting in production agriculture areas. Assisting crop advisors with seed and crop care activities to also include computer input of fertilizer application tracking, scouting reports and other spreadsheets as needed. Developing thorough knowledge and understanding of our computer programs, product deliveries, inventory tracking, and safety requirements.
Typical Education
Currently enrolled in an accredited university and completed at least freshman year Major in Agriculture, Agribusiness, Agronomy, Crop Science or other related major.
Relevant Experience
Valid driver's license
A farm background or farm experience is helpful but not required.
Job Requisition ID: 21746
Travel Required: Up to 50%
Location(s): SGS Retail - Halsey
Country: United States
The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status.
Financial Advisor (Sales Role - Training & Development Provided)
Finance Advisor Job In Portland, OR
About
Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The Advisor career with Northwestern Mutual allows one the opportunity to:
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here **
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Uncapped Income Potential
Flexibility of your schedule
Leadership Opportunities
Sponsorship of Licensing/Credentialing
Robust development bonuses to aid as you launch your business
Expense Allowance
Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Group Life and Disability Income Insurance
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
Dental insurance
Health insurance
Retirement plan
Vision insurance
Compensation package:
Bonus opportunities
Commission pay
Uncapped commission
Schedule:
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Sales: 4 years (Preferred)
Ability to Commute:
Portland, OR 97201 (Preferred)
Ability to Relocate:
Portland, OR 97201: Relocate before starting work (Required)
Work Location: In person.
Financial Services Professional
Finance Advisor Job In Eugene, OR
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor - Tualatin, OR
Finance Advisor Job In Tualatin, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Financial Services Professional
Finance Advisor Job In Portland, OR
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor - Corvallis, OR
Finance Advisor Job In Corvallis, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.