Lake Oswego, OR

Finance Jobs in Lake Oswego, OR

2 jobs found

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15d ago

Financial Advisor

WestPac Wealth Partners Lake Oswego, OR

Lake Oswego, OR

15d ago

$102k - $200k/yr Full time Marketing Advisor Business Development

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Job Description

WestPac Wealth Partners is seeking a goal-driven financial advisor to expand a private client practice in Lake Oswego. This full-time, on-site position emphasizes proactive prospecting and referral networks to cultivate new client relationships in target markets, with earning upside through a draw against commission. The role offers a comprehensive benefits package and a compensation structure aligned with growth and performance.

Responsibilities

The advisor will contribute to building and expanding a private client practice through effective prospecting and referral-based strategies, while identifying and nurturing new client relationships within target markets. Earning potential includes a draw against commission, with details discussed during the interview process.

Requirements

Bachelor's Degree (Required)
US Work Authorization
Entrepreneurial mindset and a desire to work in a commission environment
Strong interpersonal and relationship skills
Aiming to build a business for yourself, but not by yourself
Strong work ethic
Coachable
Desire to help others
Have or be willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Compensation

Salary: USD 102,162 - 200,000 per year

Compensation package includes:

Bonus opportunities
Commission only
Commission pay
Signing bonus

Job Details

Job Type: Full-time
Work location: In person in Lake Oswego, OR 97035 (Onsite)
Ability to commute: Lake Oswego, OR 97035 (Preferred)
Ability to relocate: Lake Oswego, OR 97035 (Relocate before starting work, Preferred)

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28d ago

Senior Accountant

Berg Capital Corporation Lake Oswego, OR

Lake Oswego, OR

28d ago

Full time Senior 401k Accountant

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Job Description

We are seeking a Senior Accountant with strong analytical capabilities, meticulous attention to detail, and a proactive approach to managing complex financial data. This full-time, on-site role supports a growing real estate and loan servicing portfolio within a dynamic, collaborative team.

Key Responsibilities

Perform detailed account analysis and reconciliations
Assist in cash flow forecasting and financial modeling
Prepare borrower pay histories from raw transactional data
Generate, review, and monitor daily billing cycles
Receive and apply loan payments in accordance with loan terms
Request payment of escrowed items such as taxes and insurance
Support the CFO with compliance, regulatory, and audit reporting

Preferred Experience

Strong proficiency in QuickBooks or Yardi Voyager
Prior experience in loan accounting or property management accounting
Familiarity with escrow processes and financial reporting standards
Ability to work with large volumes of data with accuracy and timeliness

Qualifications

Bachelor’s degree in Accounting, Finance, or related field
5+ years of relevant experience in a senior-level accounting role
Excellent Excel and data organization skills
Strong communication and problem-solving abilities

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance

Job Details

Job Type: Full-time

Location and Work Arrangement

Location: Lake Oswego, OR 97034
Ability to Commute: Lake Oswego, OR 97034 (Preferred)
Work Location: In person

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Finance Jobs in Lake Oswego, OR

Financial Advisor

Senior Accountant

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