Financial Specialist Salary at Regence BETA

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What You Will Do Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork a

Description Are you a financial specialist capable of overseeing daily accounting operations while maintaining a strong focus on profitability? You might be the perfect candidate for our next accounting manager! We seek a passionate, detail-oriented specialist who can monitor internal control systems and make necessary modifications that affect the hotel's bottom line by focusing on profitability. You will be in charge of payroll processing, monthly forecasting, reconciling general ledger accounts, and creating an annual budget. Our ideal candidate has a bachelor's degree in finance and at least three years of management experience, preferably in the hospitality industry. Please apply as soon as possible if this describes you! Responsibilities •Review the daily revenue activity list to ensure accountability, reconcile general ledger accounts, review any account discrepancies, and make corrections •Oversee the daily accounting operations by developing monthly projections and yearly budg

About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to "Making Life Better" in the communities we serve. Since 1952, our commitment toward "Making Life Better" has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2024 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank "Columbia" how and when you want. L

Nonferrous Recovery Manager (NFRM) The NF Recovery Manager reports directly to the Plant Manager and oversees the collection, processing, and treatment of Auto Shredder Residue before landfill disposal. This role ensures compliance with state regulations, optimizes nonferrous metal recovery, and manages fluff stockpiling processes. The NFRM collaborates with Maintenance, Shredder, Terminal Operations, Environmental, Safety, and Commercial teams to enhance operational efficiency. Additionally, the NFRM assigns daily duties to pickers/cleaners and fosters a safe and regulatory-compliant work environment. **Proven Metals Recycling Experience is Required. Key Responsibilities Environmental, Health & Safety Ensure safe work practices and compliance with OSHA and corporate safety policies. Develop Health & Safety Standard Operating Procedures with the Regional Safety Engineer(s). Provide safety training, maintain employee records, and attend Safety Committee meetings. Operations & Performanc

Central City Concern is an innovative nonprofit agency providing comprehensive services to single adults and families in the Portland metro area who are impacted by homelessness, poverty and addictions. We hire people that are skilled and passionate to meet our mission to end homelessness through outcome-based strategies which support personal and community transformation. SUMMARY: The Portfolio Manager supports the Central City Concern (CCC) Housing Department's strategic and operational objectives by: •Coordinating, supervising and overseeing the CCC property management team; •Analyzing operations and recommending procedure modifications to improve and maximize the financial performance of the real estate portfolio; •Ensuring the provision of safe, livable communities and high quality, well-maintained properties through lease enforcement and maintenance activities. •Supporting successful tenancies and helping residents work toward self-sufficiency. This position regularly collaborate

About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in busine

Benefits: Base Salary plus Commission SIMPLE IRA retirement match up to 3% PTO: 3 weeks every year with unlimited carryover $2k raise to base salary every 4-6 months for meeting a high level of production Valuable experience Health insurance Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appr

As a Family Risk Advisor, you will provide personalized service to clients by understanding their unique needs and offering tailored insurance solutions. Your role will involve building and maintaining strong relationships with clients, ensuring their satisfaction through comprehensive risk management. In this primarily office-based role, you will be expected to spend at least 80% of your time (4+ days per week) working from our Portland, OR storefront. Relocation Support Offered for Eligible Candidates. Base pay is $25/hour and this position Position Compensation Range: $25.00 - $31.25 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities •Schedule and conduct insurance reviews with clients •Participates in test and learns, research and development of new products, systems, and processes. •You will estimate and quote policy premiums complying with underwritin