3 finance executive jobs at 3 companies in Cave Junction, OR
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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 or Salt Lake City
OnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
Bachelor's degree preferred or applicable credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF required, plus 5+ years as an investment executive, financial advisor, planner, investment representative, or wealth manager.
Rogue Credit Union: Provides personal and business banking and lending services.
5+ YOEExecutive leadership over member solutions and asset recovery, 5+ years related experience, bachelor’s degree or equivalent certifications, strong regulatory and data analysis skills, proven people leadership, and Microsoft Office proficiency.
Sorren: National firm providing accounting, tax, and advisory services.
10+ YOERequires 10+ years in business valuation or related work, CPA and/or ASA plus CVA, ABV, or CBA, and a bachelor's degree in accounting or related field. Expertise in valuation, executive advisory, financial modeling, and business development.