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

from: linkedin.com - 11 days ago

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)  

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

from: linkedin.com - 29 days ago


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