29 sie jobs at 13 companies in Oregon
6d
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Financial Advisor
Hillsboro, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Financial services or sales experience, or relevant registration, certification, professional, military, or equivalent experience. Bachelor's degree preferred. SIE, Series 7, Series 66, and state insurance licenses required.
SIE, Series 7, Series 66, FINRA, SEC
1w
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Hybrid LTC Internal Wholesaler
Massachusetts or South Carolina or Pennsylvania or Oregon or Oklahoma or Maine or Ohio or New York or New Jersey or New Hampshire or Nebraska or Montana or Mississippi or Missouri or Minnesota or Michigan or Maryland or Louisiana or Kansas or Indiana or Illinois or West Virginia or Idaho or Hawaii or Georgia or Delaware or District of Columbia or Connecticut or Colorado or Arizona or Arkansas or Alabama or Alaska or Nevada or Kentucky or New Mexico or Iowa or Utah or North Dakota or United States or Wisconsin or Washington or Vermont or Virginia or Texas or Wyoming or Tennessee or South Dakota or Rhode Island
$45k-$75k/yr RemoteFull Time
Requires FINRA SIE, Series 6, Series 63, and state insurance licenses; strong communication, facilitation, and relationship-building skills for selling life insurance products.
Artificial intelligence (AI)
4d
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Financial Services Representative - State Farm Agent Team Member
Portland or Hillsboro
$50k-$75k/yr OnsiteFull Time
3+ YOERequires 3+ years in financial services, analytical and communication skills, knowledge of auto, home, and life insurance, and Series 6, 63, 65, or SIE licenses preferred.
3d
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Experienced Advisor
Lake Oswego, Oregon, United States
$55k-$500k/yr HybridFull Time
Proven financial or wealth advising experience, active life and health license, SIE aspirations, established client relationships, business development ability, strong communication, and fiduciary commitment.
Securities Industry Essentials (SIE)
2mo
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Private Client Banker, West Lane
Veneta, Oregon, United States
$25-$38/hr OnsiteFull Time
High school diploma required; FINRA licenses S6, S63, SIE; Life and Health licenses; sales and client relationship experience; ability to work Saturdays; valid driver’s license.
MS Windows, Microsoft Office, Digital platforms, Investment and insurance products knowledge
1mo
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Technology Solutions Consultant
Denver or Seattle or Washington or California or Colorado or Arizona or Oregon or Utah or Alaska
$80k-$110k/yr HybridFull Time
3+ YOEBachelor’s degree, 3–5 years of financial services experience, client-facing skills, strong communication and presentation abilities, and willingness to obtain SIE, Series 7, and 66 licenses.
5d
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Relationship Banker - Portland East Market - Portland, OR and Surrounding Areas
Portland, Oregon, United States
OnsiteFull Time
1+ YOERequires 1+ year sales experience, high school diploma or GED, strong communication and client-service skills, and SIE, Series 6, state registration, life, and NMLS licensing requirements.
Chase Mobile App, Chase.com, ATMs
1mo
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Financial Advisor - Hillsboro, OR- Market 30, Region 089
Hillsboro, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Candidates should be willing to complete SIE, Series 7 and Series 66 registrations, obtain state insurance licenses, and demonstrate sales/financial-services aptitude or equivalent experience; bachelor\u0002s preferred.
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.
1w
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Equity Research Associate – Technology
Chicago or Portland or Minneapolis or Chicago
$80k-$125k/yr HybridFull Time
1+ YOERequires 1–3 years of equity research or investment banking experience, a bachelor's degree, strong financial modeling, communication and quantitative skills, and SIE, Series 86, and Series 87 credentials or willingness to obtain.
financial models
1mo
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Client Associate
Pendleton, Oregon, United States
OnsitePart Time
High school diploma or equivalent; strong Microsoft Word/Excel/Outlook skills; client-service orientation, attention to detail, ability to handle multiple priorities; opportunity to pursue SIE and Series 7/66 (or 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Wealth Management Client Associate
Oregon City, Oregon, United States
$21-$28/hr OnsiteFull Time
2+ YOEHigh school diploma (BA preferred), 2+ years investment industry experience preferred, FINRA SIE/Series 6 or 7/63 and insurance licenses for incentives, Microsoft Office proficiency, strong communication and regulatory knowledge.
Microsoft Office
1mo
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Branch Manager Coastal Peaks
Salem or Corvallis or Albany
OnsiteFull Time
3+ YOE3+ years building customer relationships, 4+ years customer service experience or equivalent, FINRA Series 6 and 63 (or equivalents) and state insurance license required; SAFE registration and SIE may be required; ability to work Saturdays.
1mo
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Technology Solutions Consultant
Denver or Seattle or Washington or California or Colorado or Arizona or Oregon or Utah or Alaska
$80k-$110k/yr HybridFull Time
3+ YOEBachelor's degree,3–5 years financial services experience,ability to obtain SIE/Series 7/66 within 12 months,client-facing experience preferred,strong presentation and communication skills,willingness to travel regularly.
1w
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College Financial Representative, Internship Program
Salem, Oregon, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with sales interest, entrepreneurial ambition, strong time management, campus involvement, financial planning interest, and critical thinking skills.
Series 6, Series 63, CFP, SIE
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.
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