Top 28 Financial advisor Jobs in Medford Or

Trust Portfolio Manager
Oregon Pacific Bank —Medford, OR
- $64,290.74 - $93,495.28 a year
- Full-time
- 5 years
- Office
- Finance
Quick Apply
Relationship Banker - Shady Cove Branch - Shady Cove, OR
JPMorganChase —Shady Cove, OR
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Private Client Advisor
Key Investment Services, LLC —Medford, OR
- $55,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Services Specialist- Veteran Focus
The Miliare Group —United States
- $25,000 - $50,000 a year
- Part-time
- Remote
- Background check
- Military
- US work authorization
- Parental leave
- Flexible schedule
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply

I want to receive the latest job alert for financial advisor in medford or

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near medford or

Trust Portfolio Manager

Oregon Pacific Bank -
Medford, OR

Quick Apply

Job Details

Full-time
$64,290.74 - $93,495.28 a year

Qualifications

Cash flow planning
Investment advisory support
Economics
CFP
Trading
5 years
Bachelor's degree in finance
Investment operations
Bachelor's degree in business
Bachelor's degree in economics
Finance
Bachelor's degree
Managing clients in a finance role
Client services
Fiduciary duties
Liquidity management
Organizational skills
Relationship management
Bachelor's degree in accounting
Senior level
Cross-functional collaboration
Business
Chartered Financial Analyst
Accounting
Banking

Full Job Description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

Education/ Experience: A combination of experience and relevant education totaling 5+ years.
- Education: Bachelor’s degree in finance, accounting, economics, or business
- Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.

Quick Apply

Refine Your Search

financial advisor jobs in medford or

Trust Portfolio Manager

Relationship Banker - Shady Cove Branch - Shady Cove, OR

Private Client Advisor

Relationship Manager – Private Wealth & Tax Solutions

Wealth Services Specialist- Veteran Focus

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor in medford or

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected