22 financial advisor jobs found in Portland

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Director, Corporate Governance provides strategic leadership and oversight of the company’s corporate governance operations. This role is responsible for maturing the governance framework, advising on governance issues, preparing board materials, subsidiary management, and ensuring alignment with regulatory requirements, industry best practices, and...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our National Accounts team is growing! The National Accounts Sales Consultant acquires, grows, and retains large employer group clients (5,000+ lives) in the National Accounts segment, focusing on Core Life and Disability insurance. Reporting to the Senior Director, this role builds broker partnerships, executes complex sales strategies, and drives growth and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This role is responsible for analyzing, preparing, and processing accounting transactions, while supporting the accuracy and integrity of financial reporting. The position also assists with technical accounting research, policy documentation, and the preparation of financial statements and management reports, with a focus on continuous improvement and compliance....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This team evaluates and manages disability claims by gathering and analyzing medical, occupational, and policy information to make accurate benefit determinations. Develop and execute effective claim management strategies that ensure timely payments, proper liability oversight, and compliance with policy provisions. Deliver high-quality customer service while...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This role is responsible for adjudicating and processing supplemental insurance claims from intake through final payment. The position focuses on gathering and analyzing claim information, verifying eligibility, making accurate benefit decisions, and ensuring timely, precise payments. You’ll manage each claim end‑to‑end while delivering responsive, compassionate...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business outcomes. In this...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Product Owner – Enterprise Data  is a member of the Agile Team within Enterprise Data & Analytics. In this role, you will play a pivotal part in translating business needs into data-driven solutions that empower teams enterprise-wide. Bring your robust understanding of data best practices, to ensure that data products are accurate, secure, and scalable, while...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Talent Management Partner II supports the execution of employee and leadership development programs by managing program operations, logistics, and process improvements. This role partners closely with program owners to translate program design into efficient, scalable processes and ensure a seamless experience for participants. Responsibilities include...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a Proposal Analyst III, you will plan, organize, and manage several request for proposals (RFPs) of varying complexity, priority, and risk that aid the company in the critical acquisition of new business and retention of current clients. Lead and project manage the RFP process in a fast-paced, deadline-oriented work environment, utilizing your strong project...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This position is responsible for analyzing, preparing, and processing accounting transactions. Researches and applies accounting guidance, documents technical conclusions and policies, and supports financial statement preparation and management reporting. Serves as a key liaison between internal finance teams and external auditors during audits, ensuring timely and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Senior Compliance Analyst – Paid Family & Medical Leave (PFML) serves as a subject matter expert supporting statutory leave and disability compliance across the organization. This role monitors and interprets evolving federal, state, and local leave requirements and translates regulatory obligations into practical business processes, guidance, and controls....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Legal Assistant II provides administrative and legal support to the Transactions Legal Group and senior leadership, including the Chief Legal Officer. This role owns calendar and travel coordination, expense processing, and meeting logistics, while also supporting regulatory exams, legal reporting, and document preparation. The position manages legal records and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Perform audits, consulting reviews, and Internal Controls over Financial Reporting (ICFR) testing to assist management in ensuring that an appropriate control environment exists to support the achievement of organizational objectives related to reliability of financial reporting, safeguarding of assets, compliance with laws and regulations, and the effectiveness and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Standard’s Individual Annuities division is currently looking to add a Sr. Actuary and Actuary/Model Owner to our team. Both roles will require hands-on actuarial modeling experience and will play a key role in driving our VM-22 implementation.  These roles are ideal for someone that enjoys building, enhancing, and owning actuarial models related to a high...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Role   The Regional Sales Vice President (RSVP), Employee Benefits – Western Region leads a geographically aligned, multi-product sales organization responsible for driving profitable growth across Life, Absence & Disability (LAD )   and Voluntary Benefits.   This role supports the Western Region and executes an integrated go-to-market strategy that...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Standard seeks a talented actuarial Manager to join the Actuarial Modeling Team (AMT) within Corporate Actuarial and Risk Management (CARM). This role is responsible for overseeing Business‑as‑Usual (BAU) execution, workflow coordination, and team operations for a defined modeling scope, with a primary focus on the Retirement Plan product line and opportunities to...