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Net Jobs in Vancouver, WA

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Net • vancouver wa

Last updated: 7 days ago

Portfolio Counselor

CNI Consulting Inc.Portland, OR, us
$65,000.00 yearly
Full-time
Quick Apply

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office.We are searching for a self-star... Show more

Remote Revenue-cycle analytics / decision-support / RCM reporting leader - AI Trainer ($100-$100

MercorVancouver, Washington, US
Remote
Full-time

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Revenue Cycle Analytics and Decision-Support leaders — includin... Show more

PWM Private Wealth Advisor

U.S. BancorpPortland, OR, United States
$119,765.00 yearly
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

PWM Private Wealth AdvisorJob Id2025-0025363LocationPortland, OR, United StatesPosting Start

US BankPortland, OR, United States
$119,765.00 yearly
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

Sustainability Operations Delivery Lead

HP Development Company, L.P.Vancouver, WA, United States
Full-time

Sustainability Operations Delivery Lead.The Sustainability Operations Delivery Lead is an expert-level role responsible for integrating and delivering HP's sustainability agenda to achieve Net Zero... Show more

Director, IT Applications Development & Analytics (Hybrid or Remote)

Oregon ToolPortland, OR, Un
Remote
Full-time

Team Member drives our success.Your growth fuels our progress, empowering you to take initiative, share your ideas, and help shape what’s next.With a long history of innovation and a pioneering spi... Show more

.Net Developer

TEKsystemsPortland, OR, US
Full-time

Description:* *TEKsystems is looking for a developer to help one of our clients in Portland or Dallas.This is a contract role but great opportunity to grow within a company going to the cloud.Portl... Show more

Class A Driver

AmericantruckingsolutionsPortland, Oregon, United States
$1,850.00 weekly
Full-time
Quick Apply

Need consistent freight movement from the I-5 corridor? Target a solid $1,850 per week with equipment that’s ready to roll.We are strictly requiring a minimum of 3 months of verifiable Class A CDL ... Show more

IRRBB Manager

MercuryPortland, OR, United States
Full-time

San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States.We are seeking an analytical and technically skilled professional to lead the implementation, management, and... Show more

Lead Creative Strategist

Launch PotatoPortland, OR, United States
Full-time

Los Angeles, CA (remote); Portland, OR (remote); San Diego, CA (remote); Seattle, WA (remote).Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through bra... Show more

Wealth Management Associate

Davis Family Financial LLCPortland, Oregon, United States
Full-time +1

The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families.This role combi... Show more

Net Power Cost Analyst/ Sr. Net Power Analyst

PacifiCorpPortland, OR, United States
Full-time

PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability, inclusion and belonging.General Purpo... Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of TruckingVANCOUVER, WA, USA
Full-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more

Senior Software Engineer

Resource DataPortland, Oregon, United States
$103,000.00 yearly
Full-time

Salary: $103,000 - 116,100 per year.We require 4+ years of professional software engineering experience.We require experience building React front-end applications, including component-based design... Show more

 • Promoted

Entry Level Project Coordinator

PAE Consulting Engineers Inc.Portland, OR, United States
$52,400.00 yearly
Full-time

Entry Level Project Coordinator.Hybrid PDOR Portland - Portland, OR 97204.PAE is an engineering and design firm that turns complex challenges into reality.By leveraging the latest technologies, we... Show more

Sustainability Operations Delivery Lead

HPVancouver, WA, United States
Full-time

Sustainability Operations Delivery Lead.The Sustainability Operations Delivery Lead is an expert-level role responsible for integrating and delivering HP's sustainability agenda to achieve Net Zero... Show more

Senior Investment Advisor, CFP

Sanctuary Wealth Group, LLCPortland, OR, United States
$100,000.00 yearly
Full-time

Senior Investment Advisor, CFP.Location: Portland, OR (Downtown Office) Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office MondayThursday, Remote Fridays) Reports To: Practice Leader Firm... Show more

Tax Delivery Manager, Global Employer Services - Individual Client Services

DeloittePortland, OR, United States
Full-time

Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to interact with clients on their p... Show more

System Administrator 3 - 6/23/26

AZAD Technology PartnersVancouver, WA, US
$55.00–$68.00 hourly
Full-time

Join AZAD Technology Partners as a System Administrator and support the facility's Study Automation Team within the Transmission Operations Development Group.This Study Automation Group, is in... Show more

Physical Therapy Assistant

Mt Tabor Health & RehabilitationPortland, OR
Full-time

Mt Tabor Health & Rehabilitation -.Don’t wait to start making a difference – apply today!.Physical Therapy Assistant Responsibilities:.Administering medically prescribed physical therapy treatment... Show more

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The cities near Vancouver, WA that boast the highest number of net jobs are:
Portfolio Counselor

Portfolio Counselor

CNI Consulting Inc.Portland, OR, us
13 days ago
Salary
$65,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description
Job Description

Portfolio Counselor

Overview

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.


Duties and Responsibilities

  • Act as the short-term point of contact for our client’s high net worth clientele
  • Create an honest authentic relationship with each client to earn your compensation on high rates of conversion
  • Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy
  • Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching
  • Build an honest, transparent, and authentic relationship with the high-net-worth clients, relating with them to focus on high rates of client conversion
  • Articulate the firm’s financial philosophy to the high-net-worth clients to build rapport and establish a lasting and trusting relationship
  • Assist in bringing in new assets through client referrals

Requirements

  • Bachelor’s Degree in Finance or relevant field
  • A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience
  • Series 65, Series 66, or equivalent license is required
  • Knowledge of the following:
    • Solid financial sales experience
    • Investment products strategy establishment
    • Strong capital market knowledge to educate and inform clients
  • Manage complexity in a high volume environment
  • Excellent communication skills with high net worth clients

Benefits

  • $65,000-$125,000 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 discretionary bonus based on firm and individual performance

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER



Requirements
Investments and relationship management