Top 213 Accounting finance Jobs in Springfield Or

Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
10d
Accounting & Finance Manager
Rexius —Eugene, OR
- $85,000 - $105,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Assistant Controller
St. Vincent Depaul Society of Lane County —Eugene, OR
- $65,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
LEGAL RECOVERY SPECIALIST Lvl 1
Professional Credit Service —Springfield, OR
- From $20 an hour
- Email
- Spanish
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
Tax Accountant – Public Accounting
BKS CPAs LLC —Eugene, OR
- $65,000 - $90,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Paid training
- Paid holidays
Quick Apply
13d
Payroll Clerk
Costco Wholesale Corporation —Eugene, OR
- Office
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Accounting Assistant
New Horizons In-Home Care —Eugene, OR
- Full-time
- English
- Office
- Children
Quick Apply
11d
Accounting Specialist
Barrett Business Services —Eugene, OR
- $23 an hour
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Specialist
AFC —Eugene, OR
- $70,000 - $75,000 a year
- Hybrid work
- Bilingual
- Google Workspace
- Mid-level
- Paid parental leave
- Health savings account
Accounts Payable Specialist
Rears Manufacturing Company —Eugene, OR
- $25 - $32 an hour
- 8 hour shift
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Accounts Receivable Specialist
L A B Golf Company LLC —Creswell, OR
- $24 - $29 an hour
- Full-time
- Mid-level
- Office
- Finance
3d
Claims Adjuster Trainee
Progressive —Eugene, OR
- $54,000 - $56,500 a year
- Monday to Friday
- Hybrid work
- Office
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
Accounting Clerk
Kiefer Automotive Group —Eugene, OR
- Dealership
- High school diploma or GED
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Accounting and Finance Manager
Rexius —Eugene, OR
- $85,000 - $105,000 a year
- Full-time
- CPA
- Mid-level
- Office
11d
Accounting Clerk
Farwest Steel Corporation —Eugene, OR
- $21 - $25 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
6d
Accounts Receivable Clerk
CRESCENT SSE LLC —Eugene, OR
- $22 - $25 an hour
- Writing skills
- Mid-level
- Office
Bookkeeper / Accounting Associate – Tax Training Opportunity
BKS CPAs LLC —Eugene, OR
- $24 - $30 an hour
- Full-time
- No experience needed
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
13d
Staff Accountant
East West Tea Company LLC —Eugene, OR
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Staff Accountant
Lane Community College —Eugene, OR
- $35.19 - $51.61 an hour
- Weekends as needed
- School experience
- Mid-level
- Office
- Disability insurance
- Health insurance

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Associate Advisor - Servicing Advisor

Willamette Wealth Partners
Eugene, OR

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year
10 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Customer service
Writing skills
Bachelor's degree
Attention to detail
Organizational skills
Series 65

Full Job Description

Excellent opportunity within the financial services industry.

Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following skills and attributes:

Strong verbal and written communication skills
Cool and calm under pressure
Proficient in technology platforms, including Microsoft Word and Excel
Good listener
Enjoys working with the public, providing excellent client service
Independent and self-motivated
Problem solver, ability to look ahead and anticipate the next steps necessary to fully complete the task
Flexible
High energy
Excellent organizational skills and great attention to detail
Professionalism

Work responsibilities will include the following:

Lead client meetings, maintaining relationships through regular communication
Implement Financial Planning process, overseeing the development, presentation and implementation of recommendations to clients
Review follow-up communication and assist in implementation of actions that result from client meetings
Review and approve trades within client portfolios
Lead team meetings and manage responsibilities and performance within the team
Engage in the firm’s strategic planning process and contribute to key initiatives
Communicate with client’s outside advisors such as accountants and attorneys
Develop and mentor support staff for future advancement

Other Qualifications:

Minimum 1 year of experience leading client meetings
Series 65 licensed or equivalent
CFP or on the CFP track preferred
Bachelor’s degree, preferably in business or related field
Familiarity with Wealthbox, RightCapital, Black Diamond, and Holistiplan helpful but not required

This is not a sales position. This is primarily a service position.

Competitive compensation, between $70,000 and $85,000 based on experience, plus bonus opportunity.

Benefits include:

Retirement plan with employer contributions
Health insurance with employer HSA contributions
Paid time off and holidays
Continuing education opportunities

This position is located in the Eugene/Springfield area, is on-site and does not allow work-from-home.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

accounting finance jobs in springfield or

Associate Advisor - Servicing Advisor

Accounting & Finance Manager

Assistant Controller

LEGAL RECOVERY SPECIALIST Lvl 1

Tax Accountant – Public Accounting

Payroll Clerk

Accounting Assistant

Accounting Specialist

Wealth Management Trainee (OR)

Relationship Specialist

Accounts Payable Specialist

Accounts Receivable Specialist

Claims Adjuster Trainee

Accounting Clerk

Accounting and Finance Manager

Accounting Clerk

Accounts Receivable Clerk

Bookkeeper / Accounting Associate – Tax Training Opportunity

Staff Accountant

Staff Accountant

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