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Financial controller Jobs in Gresham, OR

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Financial controller • gresham or

Last updated: 22 hours ago

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
Full-time

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Fin...Show more

Controller

VanderHouwenGresham, Oregon
Full-time

Our client is seeking a hands-on, detail-oriented Controller who thrives in complex, fast-moving environments and brings a solutions-focused mindset to accounting challenges.This individual will co...Show more

Financial Consultant, Financial Advisor

WealthBridge Financial GroupGresham, OR, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strateg...Show more

Remote Securities, Commodities, and Financial Services Sales Agents - AI Trainer ($90-$150 per hour)

MercorGresham, Oregon, US
Remote
Full-time

About the Role** Mercor is seeking experienced **Securities, Commodities, and Financial Services Sales Agents** to support a leading AI lab in advancing research and infrastructure for next-generat...Show more

Management Analyst 2 - Environmental Services

City of Gresham, ORGresham, OR, United States
Full-time

The City of Gresham is excited to be accepting applications for a Management Analyst.Do you find budgeting, grant management, and data analysis interesting? Do you appreciate the details and the bi...Show more

Financial Advisor

Staffing in MotionCamas, WA, United States
Full-time

This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show more

Remote Financial Managers - AI Trainer ($90-$150 per hour)

MercorGresham, Oregon, US
Remote
Full-time

About the Role** Mercor is seeking experienced **Financial Managers** to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems.This engageme...Show more

Relationship Banker

Bank of AmericaGresham, OR, United States
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.This job is responsible for engaging ...Show more

Orthodontic Financial Coordinator for Consulting Office

Peniche & AssociatesGresham, OR, US
Full-time

We are seeking a dedicated and detail-oriented Orthodontic Financial Assistant to join our team.Assisting with various financial duties, such as: Expense billing, accounts receivable, entering cont...Show more

Associate Wealth Management Advisor - Gresham, OR

U.S. BankGresham, OR, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

Financial Services Representative – State Farm Agent Team Member

Jeremiah Stephen - State Farm AgentCamas, WA, US
Full-time

State Farm Insurance Agent located in Camas, WA is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Jeremiah Stephen - State Farm Agent, you will...Show more

Medical Billing and Coding - Entry Level Training Program

DreamboundHappy Valley, Oregon, United States
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ...Show more

Associate Wealth Management Advisor - Gresham, OR

U.S. BancorpGresham, OR, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

Management Analyst 2 - Environmental Services

Government JobsGresham, OR, United States
Full-time

The City of Gresham is excited to be accepting applications for a Management Analyst.Do you find budgeting, grant management, and data analysis interesting? Do you appreciate the details and the bi...Show more

Controller

Aston CarterPortland,OR,97086,USA
Full-time

The Controller oversees all accounting operations for a growing architecture, engineering, and construction (AEC) organization.This hands-on role leads project accounting, month-end close, financia...Show more

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Manager of Accounting (OR)

Georgia-PacificCamas, Washington
Full-time

This role creates value for the organization by providing onsite accounting ownership for our Wauna manufacturing facility located in .We are seeking candidates with leadership skills and experienc...Show more

Financial Advisor- Camas

OnPointCamas, WA, United States
Full-time

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc.Together we have a commitment to provide an exceptional client experience to support and build a successful in...Show more

Direct Sales Representative

R.I.S.E. FinancialGresham, OR, US
Full-time

We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience.Whether it's in our own team or with ...Show more

Outside Sales Representative & Trainer

Canyon Creek Financial LLC.Happy Valley, OR, US
Full-time

Outside Sales Representative & Trainer.Full-Time | Outside Sales | B2B Sales.In-person, local territory (occasional travel).Monday–Friday (with flexibility, occasional weekends).Weekly Base Draw + ...Show more

People also ask
Financial Planning Counselor

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
27 days ago
Job type
  • Full-time
Job description

Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

The Day-to-Day:

  • You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
  • You will complete financial plans and other detailed analyses for existing clients
  • Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
  • Report on feedback, trends and more to the Private Client Group Programs management
  • You will host sessions for internal and external clients

Your Qualifications:

  • 5+ years of experience within financial services
  • You have in-depth knowledge of financial planning topics (CFP beneficial)
  • You communicate with a wide array of audiences by phone and email
  • Manage complexity and coordinate across several departments under strict timelines

Compensation:

  • $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER