9 client advisor jobs at 5 companies in Redmond, OR
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Financial Advisor
Bend, Oregon, United States
$61k-$250k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and legal US work authorization without sponsorship.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Previous client-focused retail or hospitality experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, meet required weekly shifts/hours, available nights, weekends and holidays, punctual and team-oriented.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOEMust hold Series 7 and 66 (or 63/65), insurance license, and 3+ years investment sales experience; ability to service and grow client relationships.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to create client solutions and grow a book of business.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and three or more years of investment sales experience; ability to build client relationships and use advisory technology.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and Series 66 (or 63/65), an insurance license, and 3+ years of investment sales experience; must be able to build client relationships and use firm technology and platform.
Sephora: Global retailer of prestige beauty and personal care products.
Previous experience in retail or client-focused service; passion for beauty; strong communication and teamwork; physically able to lift up to 50 pounds.
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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.