Title: Finance Analyst 2
Duration: 8+ months contract
Payrate: $42/hr on w2
Who You will work with
We are seeking a Finance Analyst who will partner with the Product Merchandising organization to
drive sustainable and profitable growth for a segment of the business through the product creation
lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance)
and cross-functional partners (Product Management, Development, and Merchandising).
WHO WE ARE LOOKING FOR
We need a self-starter who can deliver results in ambiguous situations using strategic and financial
insights, both written and visual, to help influence cross-functional partners. The candidate needs to
have strong attention to detail and the ability to translate financial metrics across a wide range of
cross-functional audiences. We are also seeking a team player who is curious to learn and driven to
develop their skillset.
Requirements for the role include:
● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA
a plus.
● Advanced level proficiency in Microsoft Excel and PowerPoint.
● Demonstrated ability to complete quantitative and qualitative analysis and to run financial
models.
● Proven experience in effectively supporting and working with senior leadership.
● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or
budgeting preferred.
What will you work on:
First and foremost, you will be the main finance partner for the Product Creation teams and have a
seat at the table with leadership for a segment of the business. In addition:
● You will partner with our Product Teams to translate strategic margin targets into seasonal
margin plans while ensuring alignment with leadership.
● You will proactively identify the financial implications of product decisions and articulate
solutions that meet the needs of business partners.
● You will work across the broader Margin Planning team to help drive projects that improve
overall margins.
● You will track margin attainment each season and work with the product teams on scenario
plans to improve margin.
● You will provide ad hoc margin analysis to the team and be a strategic business partner to
influence price, cost and demand.
$42 hourly 2d ago
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Financial Analyst
LHH 4.3
Finance consultant job in Canby, OR
We're looking for a detail-oriented individual who thrives in a dynamic environment and enjoys working collaboratively. This role involves supporting key business functions and contributing to overall organizational success.
Responsibilities
Assist with reviewing and interpreting data to help guide decision-making.
Prepare corporate and project budgets including reviewing monthly variance analysis.
Support process improvement projects to automate and reduce task times.
Contribute to planning and monitoring activities to ensure objectives are met.
Develop and maintain tools or processes that support long-term goals.
Identify opportunities to improve workflows and enhance efficiency.
Partner with various teams to provide insights and ensure alignment with company priorities.
Requirements
Bachelor's degree in finance, business or related fields
3-5+ years of experience in a role involving analysis and planning.
Strong problem-solving skills and ability to work independently.
Comfortable using Excel, Power BI, and other analytical tools
Excellent communication skills for working with diverse stakeholders
$51k-73k yearly est. 4d ago
Financial Advisor - Clackamas, OR
Country Financial 4.4
Finance consultant job in Oregon
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 orfinancial 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 FinancialConsultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial 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.
$60k-90k yearly est. Auto-Apply 60d+ ago
Campbell - Investment Specialist - Executive Director
JPMC
Finance consultant job in Portland, OR
Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions.
Job Summary
As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.
Job Responsibilities
Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
Develop & maintain relationships between the investment desks and distribution teams
Understand and articulate investment strategies and performance to internal and external stakeholders and clients
Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
Actively support new product development and positioning; monitor trends in the market and propose solutions in response
Work with marketing/communications teams to promote products and produce best-in-class client communications
Fundraising and ongoing client relationship management as well assist with launching new products
Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.
Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.
Required Qualifications, Capabilities and Skills
9+ years of experience in Investment Specialist or Product Specialist role
Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan
Preferred Qualifications, Capabilities and Skills
Series 24 license
Expertise in alternatives strongly preferred
$81k-146k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Salem, OR
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 19d ago
Financial Advisor
Pacific Capital Resource Group 4.2
Finance consultant job in Lake Oswego, OR
About Us
Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax-sensitive investing provides added value. Pacific Capital's culture is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they are doing and want to inspire that passion into those around them. We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers.
Job Description
Why Pacific Capital? We will provide you with all the essential resources and tools needed to effectively maximize your skills and potential. We are a local firm with corporate alliances that give us the resources of a Fortune 100 company. Other perks include:
· Salary + commission AND bonuses - high income potential
· Extensive training program
· Ongoing support staff
· Programs lead to CLU , ChFC &/or CFP CERTIFIED FINANCIAL PLANNER™ Professional
· Career advancement opportunities
· Flexible scheduling - rewarding work-life balance
· Dental - Vision - Health - 401(k) Plan
Please apply if you pride yourself on Integrity, Professionalism, Commitment & Service.
NOTE: For entry-level applicants, it is strongly preferred to have lived in the greater Portland Metropolitan area for 3+ years.
Qualifications
Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred.
Track record of success in academic and/or career endeavors.
Can handle long hours and rigorous training.
Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks, as well as drug testing.
It is strongly preferred that the applicant has lived in the greater Portland Metropolitan area for 3 or more years.
Additional Information
We provide superior support and compensation for entry-level and experienced Financial Advisors. Our advisors will be able to assist individuals to meet their long-term financial goals in the areas of risk management, retirement, investments, college funding, and estate planning. Our advisor will also be able to meet business owner's needs such as executive benefits and business continuation planning.
Our training program could lead to CLU (Chartered Life Underwriter), ChFC (Chartered FinancialConsultant) and/or CFP (CERTIFIED FINANCIAL PLANNER™ Professional) designation(s).
1445587RM-Apr18
Please answer the following questions in your application, optional cover letter or email:
How many years have you lived in the greater Portland, OR Metropolitan area?
Are you authorized to work in the U.S. without requiring sponsorship?
Have you completed your bachelor's degree? If not, when will you graduate?
Website: ************
Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17
$45k-84k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Portland, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$51k-87k yearly est. Auto-Apply 2d ago
Financial Advisor - Portland, OR - $200K + total compensation base/bonus
Trajan Wealth
Finance consultant job in Portland, OR
Job purpose
Trajan Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint in the Portland area and looking for an Advisor to meet with clients at our Lake Oswego OR and Vancouver WA office locations.
At Trajan Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. What sets us apart is our integrated approach: alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof. Plus and in-house CPA group offering tax services to our clients.
We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.
Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day.
Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan Wealth offers the platform to do just that.
Our average advisor produces $40M per year in new assets.
What Makes Us Different:
Do what you do best; meet with and sell clients who are excited to meet you.
We have an in-house marketing agency that focus on radio, seminars, digital and more.
You have a team that sets 5 to 15 prospect and client appointments per week every week.
You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance!
Forget prospecting! Finally do what you do best, leave the minutia to your team!
Regular business hours so you can get your family and personal life back.
Turn key proven sales process and presentation that clients (and advisors) love.
We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares!
Duties and responsibilities
Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts
Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives
Qualifications
Clean Broker Check
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or Series 7 & 66 or CFP
Life and Annuity license
Minimum of 7 to 10-years of financial investment advisor experience
Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
Proficient in Microsoft Office
Strong interpersonal skills
Excellent written and verbal communication skills
Proactive style
Service orientation and strong code of personal ethics
Benefits
$200,000+ per year
(average)
which includes base salary and bonus.
W2 Employee not Contractor
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
$42k-78k yearly est. 30d ago
Financial Solutions Advisor- Portland Metro Area
Bank of America 4.7
Finance consultant job in Portland, OR
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule:
Monday-Friday Open availability required + some Saturdays
Example 8am-5pm, 9am-6pm, etc
Job Description:
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 referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals orfinancial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Mandarin strongly desired (contingent upon location)
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING CENTER (WA0119), US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109), US - WA - Vancouver - 3317 SE 192nd Ave - SE 192nd BC (WA0122), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 60d+ ago
Associate Financial Advisor
Wells Fargo 4.6
Finance consultant job in Grants Pass, 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. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will:
* Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
* Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Desired Qualifications:
* FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
* Financial services experience
* Client services experience
* 6 + months of client or sales services experience
* Experience developing and managing client relationships
* Sales or sales support experience
* A BS/BA degree or higher
Job Expectations:
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
* This position is not eligible for Visa sponsorship.
Posting location:
* 205 Ne 6Th Street Grants Pass, Oregon 97526
Posting End Date:
17 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$42k-60k yearly est. 19d ago
Financial Advisor - Indianapolis, IN
Corebridge Financial Inc.
Finance consultant job in Myrtle Point, OR
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position will be located in the Lewisburg/Williamsport, PA area.
Estimated Travel
* May include up to 25% travel
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$43k-82k yearly est. Auto-Apply 52d ago
Associate Financial Advisor
W.F. Young 3.5
Finance consultant job in Grants Pass, 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. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Desired Qualifications:
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher
Job Expectations:
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship.
Posting location:
205 Ne 6Th Street Grants Pass, Oregon 97526
Posting End Date:
17 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$40k-55k yearly est. Auto-Apply 20d ago
Client Financial Analyst
Opus Corporation 4.6
Finance consultant job in Beaverton, OR
at Opus Agency
Title: Client Financial AnalystGroup: Client Services Delivery OperationsTeam: Pricing and Financial OperationsReports to: Sr. Director, Finance OperationsLocation: Beaverton, OREmployment Type: Full-Time, Salary, ExemptTravel: 10% - 20% WHO WE ARE OPUS AGENCY Opus Agency is a future-forward full-service global event agency with over 400 team members in the United States, London, Sydney, Singapore, and New Zealand. Our portfolio of clients includes world-shaping brands such as Amazon, Google, Microsoft, Salesforce, ServiceNow, and many others. As we look ahead to 2026 and beyond, our profound opportunity is to shape the future of events in an increasingly AI-infused world. In an era where digital interactions often dominate, the authenticity of real-world connections will become paramount. Events will emerge as the #1 priority for CMOs, driving brand success and fostering deep, meaningful relationships with audiences. Our Client Services Delivery team plays a critical role in this vision, partnering with world-shaping brands like Microsoft, Google, and Salesforce, as well as an ever-expanding roster of category creators and fast-growing global brands. With these clients, we don't just respond to change; we shape it by pulling the future forward and leading them into a new era of event marketing. As a Client Financial Analyst, you will be at the forefront of this mission, driving innovative and impactful strategies that align with this events-driven vision for the future. WHAT WE ARE LOOKING FOR The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program. YOU SHOULD HAVE
2 years minimum related experience
Preferred Bachelor's degree in either Accounting orFinance
Strong financial management and operational skills
Advanced Proficiency in excel
Excellent written and verbal communication skills
Demonstrates effective negotiation techniques
Strong analysis and judgment skills
Accept changes with short notice and tolerate frequent interruptions.
Demonstrated experience working independently and as part of a team.
Prioritize, manage multiple projects, and effectively perform within tight time constraints.
Successfully perform in high stress, fast-paced environment.
Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact.
Familiarity with Concur, Intacct, Salesforce preferred but not required.
ESSENTIAL RESPONSIBILITIES
Financial budget accountability to client and department on management of assigned programs
Create budgets for new programs and clients
Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
Interface with project leads and account executives to launch new clients
Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
Drive growth of existing clients through solid delivery and performance
Increased efficiencies gained through experience and expertise
Coordination, preparation, and compilation of data / information for clients
Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
Conceptualize and help implement strategic enhancements of client programs
Other duties may be assigned to meet business needs
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities Other Skills and Abilities LANGUAGE SKILLS
Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc.
COMPTENCIES
Adaptability/Flexibility
Detail Orientation/Quality Focus
Interpersonal Communication
Ethics, Integrity, Values
Time Management
Analytical Skills
Solutions oriented and creative problem solver
What You Can Expect in Return
Full time position
Opportunities for growth and development
Health & Dental Insurance (choice of plans)
100% Employer paid short-term disability and life insurance
Opportunity to elect additional life insurance and LTD insurance at employee expense
Paid parental leave
Opportunity to contribute pre-tax dollars to flexible spending accounts
401(K) with employer match
Flexibility in work schedules
Generous time off
HOW WE'LL TAKE CARE OF YOU Our job titles may span more than one career level. The starting salary for this role is between $63,000 and $75,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future.
NOT SURE IF YOU SHOULD APPLY? Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don't worry about checking every single box. At Opus Agency, we are dedicated to building a versatile, inclusive team with a variety of backgrounds and a growth mindset - so if you're excited about this role, but your past experience doesn't align perfectly with every single item listed in this , we encourage you to apply. You may just be the right candidate for this role, or we may have other roles that better align with your skillset. PHYSICAL REQUIREMENTS: Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed. The is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. OTHER DUTIES AND ACKNOWLEDGEMENT
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$63k-75k yearly Auto-Apply 60d+ ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance consultant job in Corvallis, OR
Are you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
$52k-71k yearly est. Auto-Apply 32d ago
Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026
PCC Talent Acquisition Portal
Finance consultant job in Lake Oswego, OR
This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture.
Essential Duties and Responsibilities
Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations.
The students will:
• Apply principles learned in school to hands-on situations
• Work within specifications provided to meet project goals and objectives in a timely and accurate manner
• Identify and recommend process improvements for specified projects
• Attend training sessions and other appropriate educational opportunities
• Perform or review systems analysis, testing and documentation for existing processes
• Take ownership and responsibility for identified projects
• Participate with peers, project team members and other departments on a regular basis
• Prepare and distribute weekly Division reporting
Qualifications
• Current student pursuing a bachelor's degree in finance/accounting or related fields
• Demonstrated results-driven leadership
• Critical problem analysis, decision making and analytical abilities
• Strong interpersonal skills with excellent written and verbal communication skills
• Integrity
• Prefer GPA of 2.8 or above
$29k-37k yearly est. 39d ago
Financial Analyst (FP&A) Intern Summer 2026
Ralliant
Finance consultant job in Beaverton, OR
Hybrid **Summer 2026 Finance Internship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow.
**Internship Description**
The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer.
Past Examples of High-Value Intern Projects
+ Obtaining and consolidating external data to analyze and communicate target market share.
+ Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model.
+ Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity.
+ Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility.
+ All internship projects conclude with presentation of your work to the CFO and other senior leaders.
**Qualifications**
+ Motivated and driven with a high degree of professionalism.
+ Works effectively within a team environment.
+ Strong analytical, presentation, and communication skills.
+ Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences.
+ Growth mindset with a drive for continuous improvement.
+ Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment.
+ Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding.
+ Proficiency in Excel (pivot tables, VLOOKUP) and Power BI.
+ Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas.
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
$29k-43k yearly est. 60d+ ago
Crop Advisor Intern Ontario, OR
Simplot 4.4
Finance consultant job in Ontario, 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: 24153
Travel Required: Up to 25%
Location(s): SGS Retail - Ontario
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.
$60k-101k yearly est. 59d ago
Financial Advisor - Corvallis, OR
Country Financial 4.4
Finance consultant 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 orfinancial 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 FinancialConsultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial 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.
$60k-91k yearly est. Auto-Apply 60d+ ago
Entry Level or Experienced Financial Advisor
Pacific Capital Resource Group 4.2
Finance consultant job in Lake Oswego, OR
About Us:
Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners.
Job Description
To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered FinancialConsultant designation(s).
Salary plus commission plus bonuses upon completion of proper licensing. Full benefits.
Qualifications
Job Requirements
· Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred.
· Track record of success in academic and/or career endeavors.
· Can handle long hours and rigorous training.
· Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing.
Applicants must have lived in the greater Portland Metro area for three years or more.
Additional Information
Our Culture:
Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony.
Our Training Program:
We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered FinancialConsultant, Masters of Science in Financial Services and Certified Life Underwriter.
To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: ************** Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab.
Please answer the following questions in your application:
Have you completed your bachelor's degree? If not, when will you graduate?
How many years have you lived in the greater Portland, OR Metropolitan area?
Are you authorized to work in the U.S. without requiring sponsorship?
Website: ************
Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17
$45k-84k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Salem, OR
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
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_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
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