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Remote Ex Financial Advisor Jobs in Oregon (NOW HIRING)

OneStudyTeam

Director, Sales Strategy & Value

OR · On-site +1

$150K - $180K/yr

... delivery, finance, legal, and operations. The sales team supports all solutions across the ... Serve as partner and advisor to Account Executives to produce high caliber proposals, optimized ...

Compliancy Group LLC.

Controller

OR · On-site +1

Serve as a trusted advisor to the CFO and executive team, providing financial insights that support ... Flexible work environment with remote/hybrid options * Generous PTO and paid holidays * A ...

Franklintempleton

Associate Director, Research Analyst

OR · On-site +1

$129K - $150K/yr

CANVAS is a platform offering financial advisors an unprecedented level of control and ease in ... Leading fund tax loss harvesting initiatives and improving existing pipelines. **100% remote ...

Thriveworks

Clinical Supervisor - OR - LCSW - Remote

OR · On-site +1

$72.44/hr

Must not have a dual or conflicting relationship with the CSWA (no family, romantic, financial, or ... Clinician will receive Fee For Service rates with bonus potential (ex. 90837 could be $55.85 to $58 ...

LTS

Cyber Security Analyst

OR · On-site +1

Remote (U.S.) Other Considerations: U.S. Citizen or Permanent Resident required with the ability to ... financial management, functional planning, and documentation analysis in support of the Enterprise ...

Care Access

Senior Manager, Accounting

OR · On-site +1

$130K - $180K/yr

Partner with accounting leadership and external advisors to support annual audits, tax filings ... financial reporting, and internal controls is required. How We Work Together * Location : Remote ...

Atari

Tax Director

OR · On-site +1

Join our dynamic team and play a key role in shaping the financial health of our diverse business ... You will manage our external tax advisors and define the right co-source model for our size. The ...

Slice

Senior Counsel

OR · On-site +1

$139K - $189K/yr

Location | US Remote - East Coast preferred! We believe local pizzerias deserve all the advantages ... Advise on regulatory and compliance considerations for Slice's payments and financial products ...

Connection

Field Solution Architect, Remote

Salem, OR · Remote

$108K - $140K/yr

We take pride in supporting employees with a total rewards package that provides financial ... advised that Connection will never offer a position of employment without a complete interview ...

Connection

Field Solution Architect, Remote

Salem, OR · Remote

$108K - $140K/yr

We take pride in supporting employees with a total rewards package that provides financial ... advised that Connection will never offer a position of employment without a complete interview ...

LearnLux

Member Engagement Manager

OR · On-site +1

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending ... This role is remote within the U.S. and reports to the Director of Member Marketing. What you'll do

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Oregon

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are popular job titles related to Remote Ex Financial Advisor jobs in Oregon?

For Remote Ex Financial Advisor jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Oregon look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Oregon are:

What cities in Oregon are hiring for Remote Ex Financial Advisor jobs?

Cities in Oregon with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in Oregon as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Director, Sales Strategy & Value

OneStudyTeam

OR • On-site, Remote

$150K - $180K/yr

Full-time

Re-posted 2 days ago

Job description

The Director, Sales Strategy & Value is a key role which supports the global sales organization across pricing, proposal development, value analysis, contract structuring, and go-to-market strategy. The incumbent will partner with account executives and sales leaders as well as cross-functional stakeholders in delivery, finance, legal, and operations. The sales team supports all solutions across the OneStudyTeam and Care Access portfolio.

What You'll Be Working On:
  • Sales Strategy and Proposal Development: Serve as partner and advisor to Account Executives to produce high caliber proposals, optimized pricing, and appropriate deal structures. Articulate customer value as a natural component of Reify Health's solutions. Support a range of opportunities ranging from single-study projects to multi-product enterprise agreements.
  • Value Engineering: Be the architect of financial success stories. Conduct deep-dive value analyses to quantify cost savings and efficiency gains, translating complex data into compelling narratives that resonate with customers.
  • Contract Development: In partnership with sales leaders, legal, and other stakeholders, translate proposals into formal contracts. Support customer negotiations with creative problem solving.
  • Pricing: Develop and enhance pricing models for a range of software and services offerings. Quantitatively analyze the impact of pricing and bundling strategies.
  • Go-to-market strategy: Research and analyze market data to inform broad planning and customer engagement. Use creative problem solving to translate product strategy into GTM motions in partnership with sales and executive leadership.
  • Client Relationships: Participate in client meetings across discovery, proposal, and delivery stages. The role includes both direct relationship building and supporting others across sales and delivery.
What You'll Bring to OneStudyTeam:
  • Minumum Experience:
    • Minimum 4+ years of experience managing complex projects as an individual contributor or project lead
    • Experience in B2B software and services; experience in life sciences is a plus
    • Background in management consulting, banking, or similar desired
  • Highly proficient in data analysis, synthesizing qualitative and quantitative inputs, and visual storytelling
  • Experience translating proposals into contracts
  • Experience as a trusted advisor to customers, prospects, and partners
  • Ability to solve complex business problems and build scalable processes
  • Ability to build relationships effectively in a geographically dispersed, largely remote environment
  • Excellent project and process management skills; ability to prioritize in a fast-paced work environment, pivot quickly based on changing business needs, and manage time appropriately
  • Expert skills in Excel / GSheets and PowerPoint / GSlides

The expected pay range for this role is $150,000 - $180,000 USD per year for full time team members.

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