2 Investment Specialist Jobs in Portland, OR
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Portland, OR, United States , and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients 6 days ago
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Business Banking Relationship Manager/Senior Relationship Manager Bank of America Merrill Lynch - Portland, Oregon, USA and industry trends Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships 2 days ago
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