Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

MassMutual Oregon

Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary As a Wealth Manager with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: highly self-motivated and self-disciplined with the ability to work effectively and independently outgoing personality with the ability to develop relationships and a sincere desire to help others fearless, positive attitude, and willingness to be accountable for results organized, detail-oriented, and excellent time‑management skills desire for continuous learning good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most. Desired Skills & Experience Bachelor’s degree - Finance or business discipline preferred or equivalent work experience Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire) Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling) Positive, customer focused attitude with a desire to exceed customer expectations #J-18808-Ljbffr MassMutual Oregon

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in Portland, OR vacancy
  • Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Teachers Insurance and Annuity Association

    Portland, OR
    1 day ago
  • $65k - $80.2k

     ...of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Gresham, OR
    3 days ago
  • TIAA seeks a Wealth Management Advisor to develop and deepen relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies as a fiduciary. As the primary contact, you will guide... 
    Suggested
    Flexible hours

    Nuveen

    Portland, OR
    4 days ago
  • $100k - $110k

     ...clients through and into retirement. Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities. Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.... 
    Suggested
    Flexible hours

    TIAA

    Portland, OR
    5 days ago
  •  ...J.P. Morgan Wealth Management – Private Client Advisor – Lake Oswego, OR At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong... 
    Suggested

    Aumni

    Vancouver, WA
    5 days ago
  •  ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support... 

    TwinThread LLC

    Vancouver, WA
    1 day ago
  • $150k - $175k

     ...Wealth Management Consultant Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community...  ...opportunities and partner with Wealth Management advisors and internal team to ensure a smooth transition from prospect... 
    Work at office
    Local area
    Remote work

    The Partners Group

    Portland, OR
    2 days ago
  •  ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...  ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated... 

    JPMorganChase

    Portland, OR
    4 days ago
  •  ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support... 

    JPMorgan Chase & Co.

    Vancouver, WA
    2 days ago
  • $105.38k - $215.38k

    Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the tax function... 
    Work at office
    Local area

    Deloitte

    Portland, OR
    2 days ago
  •  ...independent investment advisory firm in Portland, OR is seeking a Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client portfolios and developing tailored financial plans, adhering to... 

    AlphaX

    Portland, OR
    3 days ago
  • $90.95k - $131.88k

     ...Are you a dynamic, results-driven property management professional? Vancouver Housing Authority (VHA) is seeking a highly motivated Asset Manager for general management and oversight of VHA properties in the third-party managed portfolio by maximizing NOI in accordance... 
    Ongoing contract
    Full time
    Work at office
    Local area

    Vancouver Housing Authority

    Vancouver, WA
    11 hours ago
  • Equitable Advisors in Portland, OR seeks a part-time Wealth Management Associate in the Retirement Benefits Group. You’ll begin a licensed wealth management path through FINRA sponsorship, with a 120-day training and access to our Virtual University. Responsibilities include... 
    Part time
    Flexible hours

    SupportFinity™

    Portland, OR
    18 hours ago
  • U.S. Bank is seeking a Wealth Management Banker for the affluent segment in Portland, OR. The role focuses on delivering full-spectrum wealth management solutions and maintaining strong client relationships across mortgage, small business banking, and trust services. The... 

    Us Bank

    Portland, OR
    1 day ago
  •  ...Tualatin, OR Full time R258279 POSITION SUMMARY: The Asset Protection Manager position at Bass Pro Shops is a leadership role that will maintain and monitor all asset protection, security, compliance, and safety related functions within a facility. When required... 
    Full time
    Work at office
    Local area
    Immediate start
    Flexible hours

    Cabela's

    Tualatin, OR
    3 days ago
  • $50 - $54 per hour

     ...based in Portland, OR, requiring on-site presence 1 - 2 days per week. The budget analyst will work closely with Financial Analyst Managers to execute program actions. The position favors candidates with experience in financial analysis, offering an hourly pay rate of $... 
    Hourly pay
    2 days per week
    1 day per week

    AZAD Technology Partners

    Vancouver, WA
    3 days ago
  • $98.28k - $120.12k

     ...our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with Relationship...  ...in joint client calls with relationship managers, clients and advisors. • Performs timely covenant compliance and collateral valuation... 
    Full time
    Work experience placement
    Local area

    US Bank

    Gresham, OR
    4 days ago
  • Prudential Financial, Inc. is seeking a Senior Level Claim Manager to deliver best-in-class service for a major Group Insurance client. You will handle STD claims, collaborate with the client Leave team, and champion process improvements within the Concierge Team. You will... 
    Remote job
    Flexible hours

    Prudential Ins Co of America

    Portland, OR
    4 days ago
  • Responsibilities Department Management - Overseeing workflows, developing policies and procedures, and ensuring compliance with regulations. Team Leadership - Managing, training, and developing staff, particularly those who may not have prior claims experience. Cross-functional... 
    Full time

    CorSource

    Portland, OR
    1 day ago
  • Casualty Senior Claims Manager - Casualty Specialized Claims We are seeking a Senior Claims Manager with at least 10+ years of relevant experience to join our Casualty Specialized Claims team. This leadership role is responsible to guide, plan, and lead the strategic direction... 
    Work experience placement
    Work at office
    Local area

    Liberty Mutual Insurance

    Lake Oswego, OR
    5 days ago
  • Sun Life U.S. embraces a hybrid work model balancing in‑office collaboration with virtual work. The Senior Case Manager I, LTD conducts reviews, investigations and liability determinations, autonomously managing claims while mentoring less experienced analysts. Responsibilities... 
    Work at office

    University of Minnesota School of Nursing

    Portland, OR
    4 days ago
  • Providence Health & Services is seeking a Senior Claims Manager for Employment Practice Liability in a fully remote position. This crucial role involves directly handling the organization's claims and ensuring effective resolution of coverage issues. The ideal candidate... 
    Remote job

    Providence Health & Service

    Portland, OR
    3 days ago
  • $50 - $54 per hour

     ...organizations. The position will also provide budget support (e.g., transfers, accrual reports) under the guidance of the Budget Operations manager. This position will support the Financial Analyst Managers and Budget Liaisons in executing and administering program actions,... 
    Hourly pay
    Work experience placement
    Local area
    2 days per week
    1 day per week

    AZAD Technology Partners

    Vancouver, WA
    1 day ago
  •  ...Coordinate all aspects of budget development within a department and between the division and programs Meet with department senior managers and staff to compile and analyze documentation regarding revenue, spending levels or staffing requirements Participate in... 
    Permanent employment

    Jobtailor

    Portland, OR
    4 days ago
  •  ...Finance to ensure alignment between actual results, forecasts, and management reporting, and translate results into actionable insight for...  ...compliance, accurate accounting, and cost control.External Advisor & Partner RelationshipsManage the relationship with Baker Tilly... 
    Temporary work
    Bank staff
    Work at office
    Local area
    Immediate start
    Worldwide
    Relocation package

    Ichor Systems

    Tualatin, OR
    1 day ago
  • $100.35k - $205k

     ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you will...  ...Agent Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)... 
    Private practice
    Work at office
    Local area

    Deloitte

    Portland, OR
    3 days ago
  • $24.65 - $29 per hour

    Job TitleAssistant Property Manager, MultifamilyDeveraux GlenJob Description SummaryThe Assistant Property Manager is responsible for maintaining our communities to a market-ready standard, ensuring a high-level of service, at all times. Assistant Property Managers are... 
    Minimum wage
    Full time
    Work at office
    Flexible hours

    Cushman & Wakefield

    Portland, OR
    5 days ago
  • Are you passionate about leveraging machine learning to protect Amazon's marketplace at scale? We're seeking a Senior Program Manager who will drive our brand protection detection systems through systematic problem-solving and technical expertise. In this role, you'll own... 
    Night shift

    Amazon

    Vancouver, WA
    5 days ago
  •  ...development: identify, scope, and develop solutions for prospective and existing clients; effectively communicate DMA service lines. Manage key accounts: develop, sustain, and expand client relationships; ensure high levels of responsiveness and service quality. Provide... 
    Local area

    CO-US DuCharme, McMillen & Associates Inc

    Portland, OR
    4 days ago
  •  ...the comparative review against budgets offered by study sponsors and the set-up of study payments milestones in the Clinical Trial Management System. Main responsibilities include, but are not limited to, the review of New Study routing forms and essential study start-up... 
    Minimum wage
    Contract work
    Local area
    Shift work

    Providence Health & Services

    Portland, OR
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!