9 client advisor jobs at 7 companies in Albany, OR
3w
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
1w
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Service Advisor
Eugene, Oregon, United States
$56k-$73k/yr OnsiteFull Time
4+ YOERequires 4+ years as an automotive service advisor in an independent repair shop, strong communication, organizational, client service, repair coordination, and Digital Vehicle Inspection experience.
Digital Vehicle Inspections (DVIs)
6d
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Financial Advisor
Salem, Oregon, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2mo
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Wealth Advisor
Eugene, Oregon, United States
OnsiteFull Time
5+ YOEFINRA Series 65 required; bachelor’s degree plus 5+ years sales experience in financial services (or equivalent); proven ability to build client relationships; proficiency with Microsoft Office and financial planning tools; strong communication skills.
Microsoft Office
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
1mo
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Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Eugene or Bend or Wilsonville or Oregon City or West Linn or Gresham or Clackamas or Portland or Corvallis or Salem
OnsiteFull Time
1+ YOEHigh school diploma, ability to obtain SIE/Series 7/Series 66 licenses, SAFE Act registration for mortgage origination, strong client relationship and communication skills, self-disciplined and results-driven.
1mo
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Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Bend or Wilsonville or Corvallis or Portland or Oregon City or West Linn or Salem or Gresham or Clackamas or Eugene
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes; SAFE Act registration for mortgage origination; HS diploma; ~1 year financial services or sales experience preferred; strong client relationship and time-management skills.
2mo
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Branch Office Administrator - Salem, OR
Salem, Oregon, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks; strong computer literacy (MoneyGuide, Salesforce, Microsoft Office); analytical thinking, attention to detail, and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office