Senior Wealth Advisor, CFP® — Hybrid, HNW Client Focus
Sanctuary Wealth Group LLC
Deschutes Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory roles, active Series 65, and CFP designation, with proven experience serving high-net-worth clients, executives, and business owners. Hybrid schedule—In-office Mon–Thu, Remote Fridays—offers flexibility. #J-18808-Ljbffr Sanctuary Wealth Group LLC
- Mercer Advisors is hiring a Wealth Advisor to deepen relationships with an established client base and organically grow through referrals, supported by our in-house experts in... ...planning, tax and estate services. Our advisors focus on fiduciary client service, leveraging...Senior
- Deschutes Investment Consulting, a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The role focuses on managing and expanding wealth management client relationships while supporting growth within a collaborative, fiduciary team. The...SeniorHigh net worthRemote job
$85k - $145k
Mercer Advisors is searching for a Wealth Advisor in Portland, Oregon to deepen relationships with clients and grow their practice. The ideal candidate will have 7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work...SeniorWork at officeRemote work- Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance. You will lead client meetings and coordinate with portfolio management...SeniorHigh net worthWork at office
$75k - $105k
Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client... .... The ideal candidate has experience in client service within wealth management, especially with high-net-worth clients, and...SeniorHigh net worthWork at office- LeoForce in Vancouver, WA is seeking a Tax Senior to join a well-established public accounting firm specializing in tax planning and compliance... ...planning, and IRS resolution support. You will inherit existing client relationships and a modest book of business with a collaborative...Senior
- EP Wealth Advisors seeks a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the region. You will lead plan development, tax, retirement, and estate strategies, and help implement recommendations while...SeniorHigh net worthFlexible hours
- Aprio is seeking a Wealth Advisor to join its Wealth Management team. You will advise families... ...investment management. You will manage client relationships, support asset allocation,... ...with opportunities to work in a flexible remote/hybrid environment. #J-18808-Ljbffr AprioRemote jobFlexible hours
- ...prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-... ...with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must...High net worthWork at office3 days per week
$70k - $100k
A leading insurance brokerage is looking for a dedicated professional to manage high-net-worth client accounts in Portland, Oregon. The role requires at least 8 years of experience in Personal Lines Property & Casualty Insurance, along with strong communication and problem...SeniorHigh net worth- ...team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The... ...competitive pay, comprehensive benefits, and a supportive work culture focused on inclusion and development. #J-18808-Ljbffr ColdstreamSenior
$150k - $250k
...industries, Aprio ensures clients are prepared for... .... Join Aprio's Wealth Management team and... ...looking for a Wealth Advisor to join their... ...Bachelor’s degree. CFP designation, or working... ...grow with a future-focused, innovative firm. Perks... ...remote and hybrid options What’s in it...High net worthFull timeWork at officeLocal areaRemote workFlexible hours$52k - $62k
...financial and tax reporting, audits, and project deadlines. The role requires a Bachelor’s degree and strong proficiency in MS Office. A hybrid work environment is provided, with compensation in the range of $52,000-$62,000 annually depending on #J-18808-Ljbffr Standish...$100k - $120k
Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting... ...clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years...Senior- Aldrich CPAs and Advisors is seeking a Senior Audit Associate for our Lake Oswego office. You will lead audits, reviews,... ...working with growing businesses and manufacturing clients in a hands-on role. The position offers hybrid work with local eligibility, the chance to...SeniorWork at officeLocal area
- ...J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have...
$85k - $106k
...located in Portland, Oregon, is seeking a Tax Senior to manage tax compliance and advisory... ...you will juggle multiple projects, lead client relationships, and provide high-quality service... ...401k, health insurance, PTO, and hybrid work options. Join our team and grow with...Senior- EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for... ...candidates have a Bachelor's, CFP progress or designation, and 0-2 years...
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by... ...company and how we deliver for our clients, teammates, communities, and... ...Certified Financial Planner (CFP) and/or Chartered Retirement... ...further your education. As a Senior FSA, you can look forward to:...SeniorHigh net worthWork at officeImmediate startShift workDay shift$36.05 - $45.67 per hour
...Client Services Specialist or Senior Client Services Specialist We are seeking a professional... .... Why Aldrich Wealth Aldrich Wealth is an independent... ...registered investment advisor (RIA) where talented... ...Friday, 8 AM 5 PM. This is a hybrid position where you must be...SeniorHigh net worthHourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...Private Client Service Manager Are you ready to take your career to the next level by working with prestigious clients and delivering... ...Client Service Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals, managing their personal insurance...SeniorHigh net worthLocal area
$100k - $120k
...are looking for a Senior Wealth Management Associate... ...planning and client service to a team... ...Management offers a hybrid work environment with... ...a Wealth Manager (advisor). As a Sr. Wealth... ...first module of the CFP designation (or... ...approach to planning and focus on providing...SeniorHigh net worthTemporary workWork at officeRemote work$83k - $100k
...As an associate wealth advisor, you will work directly with the wealth management team... ...strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create... ...that provided relevant experience CFP designation or Series 65 required Skills...High net worth- JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide... ..., helping clients across all wealth stages, and focus on relationship management rather than portfolio management...
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion... ...their professional careers. The Senior Financial Planner works closely with... ...deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hours
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Portland. The role collaborates... ...wealth advice, maintaining client relationships through the planning... ...taxes. The position offers a hybrid schedule with three days in the...Work at officeRemote work
$75k - $85k
Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to maintain client relationships and participate in the financial planning process... ...estate, and investments. Our hybrid schedule supports 3 days in...Work at officeRemote work- ...Senior Tax Manager Join Aprio's Tax team and help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive... ...to grow with a future-focused, innovative firm. Perks/Benefits... ...including remote and hybrid options What's in it for you...SeniorFull timeWork experience placementLocal areaRemote workFlexible hours
$75k - $105k
...professional and detail-oriented Senior Client Services Specialist, Family... ...service in partnership with advisors and senior team members. The... ...paced environment. Why Aldrich Wealth Aldrich Wealth is a dynamic,... ...in one of our local offices, hybrid or fully remote in the...SeniorHigh net worth16 hoursFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours$70k - $100k
General Description Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk...SeniorHigh net worthTemporary workLocal areaFlexible hours
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