Paraplanner Jobs in Oregon
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Finance Relationship Manager, growth potential, competitive salary, full benefits, matching 401K and much more! Monster Sourcing Services has partnered with a preferred client to assist in the hiring efforts for their highly in demand Finance Relationship Manager opening. Our client is an industry leading privately-held investment management firm, headquartered in the Bay Area. This position will...
The Client Relationship Representative F&A is responsible for revenue generation through new business development activities including: daily planning, networking, sourcing, cold calling, client visits and related follow-up activities to customers in designated segments or target lists within the Finance & Accounting industry. The Client Relationship Representative F&A regularly calls on prospecti...
Want to work in a sales environment but not have to cold call? Are you targeting finance or financial services for your next career move? If so, consider Fisher Investments. Fisher Investments is a privately-held investment management firm who manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. Our founder and CEO, Ken Fisher, has been in the mone...
Camping World and Good Sam Hillsboro
Both founded in 1966, Camping World is Americas #1 source for RVs, camping accessories, RV maintenance and repair and the Good Sam Club is the worlds largest RV owners organization with 1.3 million members offering discounts at the Clubs nationwide network of 1,700 Good Sam parks and resorts, vacation planning, roadside assistance and more to serve the outdoor enthusiast! Partnered together, Campi...
This position will be responsible for significant portion of the company's tax compliance, including federal and state income tax filings, assisting with the quarterly and year-end tax provision, managing significant portions of any federal & state audit exams and provide assistance with planning opportunities. This position will have exposure and involvement in a number of finance projects with t...
Do you consider yourself a true leader? Do you have experience building and maintaining relationships with existing clientele or have experience in a consultative customer service environment? Are you an analytical and detail-oriented person? Are you looking for a team-oriented, fast-paced environment that would provide you with opportunities for advancement? CT Corporation (www.ctcorporation.com)...
TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We’re an award-winning organization that reinvests constantly to ensure future growth. We’re...
Waste Management is an equal opportunity / affirmative action employer (M/F/H/V). Other Possible Location: Job Schedule: Job Shift: Standard Business Hours Pay: Travel: Occasional 6-15% Relocation: Job Summary Operations Management Trainee (OMT) is a position part of a required developmental training program for a duration of 18 months to 2 years. The duties and responsibilities are under the dire...
Our client is seeking an Inventory Accounting Manager in Beaverton, Oregon (OR). The Inventory Accounting Manager manages all accounting functions relating to inventories throughout the company, and reports to the Director of Accounting. The Inventory Accounting Manager is responsible for internal controls to ensure both meaningful management reporting and accurate financial reporting related to i...
Working At Aetna - the Value To You What does it mean to work at Aetna? A lot. From programs and benefits that support your financial, physical and emotional health to opportunities to build your knowledge and expand your career, the company makes working here a valuable experience in many ways. POSITION SUMMARY The role of a Disability Manager is to manage Long Term Disability Benefits to ensure...
Financial Analyst Position Summary: The financial Analyst is responsible for providing financial and operational analysis and support to the Finance department. Responsibilities Prepare monthly reports on Cost of Goods Sold performance and item level profitability. Track actual expenses vs. plan and develop variance commentary. Coordinate publication of monthly internal performance reporting packa...
The Senior Financial Analyst position will be responsible for the development of financial planning, reporting, analysis, modeling and business decision support related to current operations, investments opportunities and business scenarios. The analyst will interact extensively with ESCO’s senior and executive management and will be responsible for the preparation and presentation of various form...
UTC Aerospace Systems is one of the world's largest suppliers of technologically advanced aerospace and defense products. We design, manufacture and service systems and components and provide integrated solutions for commercial, regional, business and military aircraft, helicopters and other platforms. We are also a major supplier to international space programs. In 2012, UTC Aerospace Systems was...
Seterus, Inc. is seeking a Delinquency Management - KYOCC Coach who will design, implement, maintain, and coordinate major systems, procedures, and business process projects in a function. Integrates assigned projects into current and planned systems. Interfaces with other locations/headquarters on assigned projects. Provides technical direction to less experienced personnel. 1. Plans, designs, im...
NW Portland, Oregon (OR) Company is seeking a Staff Accountant to join their team immediately. The chosen candidate will perform a variety of general accounting functions while supporting the accounting department. Duties: Prepare journal entries Take part in month-end, quarter-end and year-end close Oversee fixed assets Assist bank reconciliations Process intercompany accounts Assist with sales t...
Our client is seeking a Senior Tax Analyst in Portland, Oregon (OR). Responsibilities for this position include the following: Assist Tax Manager with preparation of quarterly and annual income tax provisions in accordance with FAS 109 Apply critical thinking and analysis to tax interpretation of key income tax laws and regulations and raw data Advise on strategic direction Gather, organize, analy...
Job Summary: Performs a variety of routine and some non-routine accounting and finance functions to include, but not limited to account reconciliations and analysis, broker commissions tracking and payments, intercompany reconciliations, reporting and month/quarter-end book closing activities. Essential Functions: · Ensure monthly book close procedures are completed accurately and on time to inclu...
The Financial Analyst in this contract position will be responsible for complex and comprehensive financial activities or functions including oversight and support in the areas of profitability analysis, operating expense trends, business plan development, budgeting, cost accounting and other areas relating to financial or managerial accounting and analysis. Involved in the direct support of opera...
The purpose of this position is to provide support for the employees of the Shared Services Center Responsibilities include: SharePoint administration Event planning New hire setup/processing and engaging with employees. Must have great communication skills a must!! Basic Qualifications Bachelor’s degree (2+ years of combined college education and work experience may be substituted for a degree) E...
Knowledge Universe - US is in the early stages of a turnaround. The newly formed Executive Team is keenly focused on creating great family experiences and childhood education with a reinvigorated emphasis on accreditation. To achieve these goals, concerted efforts are being made to enhance employee engagement, return operating authority to the individual centers, and streamline operating policies...
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What are examples of "front office" financial services jobs?
I hear that's where the money is!
What job do you do and do you find it fulfilling?
What job do you do? Do you enjoy what you do or is it just there to keep a roof over your head? What job would you rather be doing right now?
What are some good entry level finance jobs, for someone with a finance degree? could be bank or cor...
What should my job title be?
I have recently been given the opportunity to discuss my pay and role with my boss and I want to go in with possible job titles. I look after the admin in the office, I fix the computers and deal w...
Is a Master's degree in personal financial planning worth it?
I've already passed the CFP exam and just need to get the work experience to get the designation. The trouble is that I have essentially no experience, so getting hired even as a paraplanner is diffic...
Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Oregon
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Implements financial planning recommendations, or refers clients to someone who can assist them with plan implementation.
Researches and investigates available investment opportunities to determine whether they fit into financial plans.