27 sie jobs at 13 companies in Portland, OR
6d
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Financial Planner
Vancouver, Washington, United States
$50k-$250k/yr HybridFull Time
Bachelor's degree in finance or related field; strong communication, interpersonal, client relationship, and business development skills; ability to obtain Life & Health, SIE, Series 7, and Series 66 licenses.
SIE
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
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.
2mo
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Client Service Administrator
Vancouver, Washington, United States
$20-$30/hr OnsitePart Time
Administrative support role; 32 hours/week; 20-30 USD/hr; licensing required within 6 months (FINRA SIE/7/66 and WA L&H).
Microsoft Word, Excel, PowerPoint
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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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
2mo
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Investment Analyst & Operations
Vancouver, Washington, United States
$32-$36/hr OnsiteFull Time
2+ YOEBachelor's in Finance/Economics, minimum 2 years financial services experience with trading (6+ months independently), SIE/Series 7/Series 66 (or within 6 months), proficiency with Eclipse, Morningstar, YCharts, and advanced Excel.
Eclipse, Morningstar, YCharts, Microsoft Excel
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.
2mo
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Private Client Banker, Tanasbourne
Hillsboro, Oregon, United States
$25-$38/hr OnsiteFull Time
3+ YOEHigh School diploma or GED required; Bachelor's degree preferred. FINRA S6, S63, SIE, and Life/Health licenses required upon hire. 3+ years in sales and relationship building with experience in insurance/investment products preferred.
MS Windows, MS Office, Mobile apps, Web-based platforms
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.
2w
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Experienced Investment Banking Analyst 2, Technology Group
New York City or Portland
$105k-$115k/yr OnsiteFull Time
1+ YOEBachelor's degree (min 3.5 GPA),1–18 months sell-side M&A experience, strong Excel/PowerPoint/Word skills, SIE required, Series 79 and 63 required upon hiring, ability to work long hours and weekends.
Wall Street Prep, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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