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1. Entry-Level/ Financial Advisor Job in Lake Oswego - Oregon

Finance, Insurance

Entry - Level or Experienced Financial Advisor - - Entry - Level or Experienced Financial Advisor - - It is my pleasure to introduce to...
The previous Financial Services jobs posted here for Oregon, USA are no longer available. New jobs should be posted here soon. Search Here to find other Finance, Insurance jobs that match your skills.
Newest Financial Services Postings on this site:
over one month ago Offshore Financial Advisor Job in Brussels - Belgium

Finance, Accounting

Position: Financial Advisor Brussels - Our client is an experienced UK IFA company properly licensed for doing business in the EU. - The...
Skills Needed: RESPONSIBILITIES:
• Provide strategic advice across a variety of financial products and services
• Assess client's overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry's trends and research market to back up financial consulting=
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations

REQUIREMENTS:
• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region.
• Proven working experience as an international / offshore investment adviser or relevant experience
• Track record of successful financial guidance
• Ability to analyze market's financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply

BENEFITS:
• Expected income of GBP80,000 - 100,000 within first year of work and GBP100,000 - 200,000 within second year
• Possibility to trip across the EU for business
• Possible financial support for first 3 months - strictly on a case by case basis
• An existing client bank for review to facilitate business
• 100% commission level from the start of employment
• Internal coordination department to book meetings from the day of your arrival

UNIQUE SELLING POINTS:
• Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
• Aggressive expansion plans through the middle east  and Europe giving strong career development prospects
• My client will pay for any relevant exams  (CII or CISI) that advisers may wish to take to grow in their career
• No office costs
• Clients rate the IFA company 9 out 10 stars on TrustPilot

Offshore Financial Advisor Job

Posted by Prestige IFA Jobs
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over one month ago Financial Telesales Coordinator Job in Doha - Qatar

Finance, Sales

Our client is an experienced British owned IFA company. The company has an incredible business in Qatar and is looking for experienced...
Skills Needed: REQUIREMENTS:
• This role would best suit those with EU / UK passports or those already working for offshore financial planning firms in the gulf region
• Previous experience in a Business Development Manager  role
• Skilled in using Microsoft Office Suite
• Excellent communication and people skills
• Well developed negotiation skills
• Customer support experience
• Excellent time management and planning skills
• You are currently in a telesales or client-facing role: 1 year's experience
• You have a crisp, clear and articulate English, Western-style phone manner: 1 year's experience
• You speak in a clear English accent with preferably no other discernible accent
• You are highly organized
• Ability to make high volume of phone calls to prospects.
• Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
• Be very motivated with a can-do attitude
• Have lots of energy
• Be very friendly with a vivacious, outgoing personality
• Have a flawless work ethic
• Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role

Financial Telesales Coordinator Job

Posted by Prestige IFA Jobs
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Out-of-State Jobs:
2 days ago Block Advisors Distrct Gen Manager Job in San Carlos - California

Management, Business

What you'll do... - Responsible for leading and executing Block Advisors year - round tax office initiatives to deliver an experience...

Block Advisors Distrct Gen Manager Job

Company: H&R Block
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4 weeks ago Compliance Analyst Job in San Ramon - California

Finance, Banking

Position: Hiring Immediately - Compliance Analyst - Hiring for Immediate Placement! - We are seeking an experienced Compliance Analyst to...

Compliance Analyst Job

Company: Aerotek
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3 days ago Managing Consultant - Banking, and Capital Markets - Technol Job in Washington

Business, Management

Position: Managing Consultant - Banking, Insurance and Capital Markets - Technol - Location: Washington - Responsibilities - Managing...

Managing Consultant - Banking, and Capital Markets - Technol Job

Posted by Guidehouse
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1 day ago Personal Financial Consultant Job in San Francisco - California

Finance, Banking

Job Description: - - This role is available for hire now and to start right away. We are looking for candidates who want to help clients...

Personal Financial Consultant Job

Posted by Fidelity Investments
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3 days ago Information Technology Business System Analyst Job in Sunnyvale - California

IT/Tech, Business

Business System Analyst is a key member of the Data & Analytics team which is part of Business Technology Solutions (BTS) organization,...

Information Technology Business System Analyst Job

Posted by AbbVie
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3 days ago Senior Director, Synthetic Biology Marketing Job in Emeryville - California

Management, Business

Berkeley Lights Inc. is seeking an excellent leader to strategically define, organize, and drive Berkeley Lights Synthetic Biology...

Senior Director, Synthetic Biology Marketing Job

Posted by Berkeley Lights
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1 day ago Financial Advisor Job in Seattle - Washington

Finance, Banking

Job Description: - - With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a...

Financial Advisor Job

Posted by Fidelity Investments
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2 weeks ago Business Development Manager Job in California

Business, Sales

Location: New Almaden, CA - KlinEra has an excellent opportunity for an Business Development Manager to join our expanding global team in...

Business Development Manager Job

Posted by KlinEra Global Services
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1 day ago Financial Planning Job in San Francisco - California

Finance, Banking

Job Description: - - This role is available for hire now and to start right away. We are looking for candidates who want to help clients...

Financial Planning Job

Posted by Fidelity Investments
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2 days ago Business Solutions Specialist Job in California

Business, IT/Tech

Location: Yountville, CA - About: - The Business Solutions Specialist will have an integral role in the operations of products and services...

Business Solutions Specialist Job

Posted by TEKsystems, Inc
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3 days ago Director of Strategy Job in Vista - California

Marketing/PR, Business

We are seeking a Director of Strategy dedicated to a large kids toy and entertainment brand. - Our ideal candidate is a YouTube + Social...

Director of Strategy Job

Posted by Fullscreen Media
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3 days ago Vice President, User Experience and Design Job in San Francisco - California

Banking, Design/Web/Multimedia

Love navigating an environment lacking standardization and process, which includes defining just the right amount of process to make the...

Vice President, User Experience and Design Job

Posted by Upwork
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3 days ago TAS Product Director Job in San Francisco - California

Banking, Advertising

As Product Director of the Tanzu Application Service, you will be responsible for a product that's purpose - built for developers to...

TAS Product Director Job

Posted by Dell
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