Private Wealth Investment Counselor
CNI Consulting Inc.
Zohorecruit is recruiting for an Investment Counselor to join a fiduciary fee-only portfolio management firm in the United States. You will manage relationships with high-net-worth clients, educate them on top-down portfolio strategy, and work with an experienced team to grow a client roster. The role emphasizes proactive client engagement, financial markets education, and long-term planning in a fast-paced environment with strong bonuses and benefits. #J-18808-Ljbffr CNI Consulting Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Investment Counselor in Portland, OR vacancy
- JPMorgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business... ...tools to enhance the client experience in Wealth Management. The role emphasizes integrity, client...Private
- JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will deliver comprehensive financial planning and investment advice to individuals and families, building strong client relationships and leveraging referrals to deepen...Private
- A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice.... ...advisory experience, and strong skills in client relationships and investment solutions. You will champion client success while fostering...Private
- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. Your expertise will support a wide range of clients, from those just...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals... ...them meet their financial needs with personalized investment solutions. The role requires at least 2 years of Financial...Suggested
$100.35k - $205k
...Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte’s growing Private Wealth practice may be the right fit for you.Recruiting for this role ends on May 31,...PrivatePrivate practiceWork at officeLocal areaVisa sponsorshipDeloitte
Portland, OR23 hours ago- ...strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...
JPMorgan Chase Bank, N.A.
Lake Oswego, OR3 days ago - ...strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$126.81k - $154.99k
...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and...PrivateFull timeWork experience placementLocal area3 days per weekUS Bank
Portland, OR3 days ago$145k - $175k
...Description Senior Wealth Advisor Job Summary This position ensures the growth... ...with the acquisition and administration of investment accounts as well as financial planning... ...and Responsibilities: · Assist Private Wealth team with the financial planning...PrivateTemporary workWork at officeRiverview Bancorp
Vancouver, WA1 day ago$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte... ...shape deal strategy, validate the investment thesis, and improve odds of value realization... ...customers. Our clients include asset, wealth, and investment advisers and administrators...PrivateOdd jobWork experience placementLocal areaDeloitte
Portland, OR1 day ago- J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients... ...strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience...
- ...leading financial services company based in Vancouver is seeking a Private Client Advisor to provide comprehensive financial planning and... ...role involves building relationships, delivering personalized investment solutions, and educating clients on digital tools. A minimum...
$36.99 - $57.44 per hour
...Description Professional Counselor part - time, variable shift at Providence Portland Medical Ctr-Portland(HR) The Professional... ...Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from...PrivateMinimum wagePart timeInternshipLocal areaShift work$141.15k - $288.38k
...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis... ...from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family...PrivateWork at officeLocal areaDeloitte
Portland, OR1 day ago- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑edge digital technology, you will be front and center representing our...
$128k - $252.5k
...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...PrivateLocal areaDeloitte
Portland, OR4 days ago$75k - $125k
...Job Description Job Description Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm... ...provide our client’s specialized approach focusing on their private clients and use your financial experience to better the established...Work experience placementWork at officeCNI Consulting Inc.
Portland, OR4 days ago- ....*** The Optum family of businesses, is seeking an Onsite EAP Counselor to join our team in Tualatin, OR. As a member of the Optum Behavioral... ...privacy policies such as HIPAA, maintain confidentiality and private health information of members. Follows state and federal...PrivateHourly payDaily paid16 hours
- Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...Private
$140k - $160k
...accounting and financial reporting activities for a portfolio of investment funds. This individual will serve as a key point of contact... ...least five years of fund accounting experience gained within private equity, venture capital, public accounting, or a fund administration...PrivateTemporary workThe LaSalle Network Inc
Portland, OR3 days ago- Boutique Recruiting partners with a leading Western U.S. financial institution seeking a Private Banker to serve affluent clients and business owners with customized banking, lending, and wealth management solutions. You’ll build a portfolio, cultivate referral partnerships,...Private
- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and... ...while explaining market concepts and digital tools for monitoring investments. #J-18808-Ljbffr JPMorgan Chase & Co.
- EY is seeking a Manager in Private Tax to lead wealth advisory engagements for high-net-worth individuals and family offices, delivering sophisticated estate, trust, and gift tax planning and compliance. You will mentor junior professionals and deepen client relationships...Private
- ...plans for high-net-worth individuals in collaboration with KPB Wealth Planners and outside attorneys. The role emphasizes trusts, tax... ...legacies and minimize tax exposure. The advisor will partner with Key Private Bank teams to tailor strategies, educate clients through...Private
$105.38k - $215.38k
...complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager... ...Experience serving high-net-worth individuals or private clients.Strong client communication and... ..., as well as through our own investments, commitments, and actions across areas that...Work at officeLocal areaDeloitte
Portland, OR4 days ago- ...strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$200k
...professional to lead our sales effort with registered investment advisors, multi-family offices, single-family offices, and other wealth management institutions.The Head of RIA &... ...financial services to RIAs, family offices, private wealth managers, or other sophisticated...PrivateFull timeWork at officePiper Sandler Companies
Portland, OR2 days ago$80k - $105k
...looking to develop our next generation of Investments Counselors at Fisher Investments through the... ...to a licensed service role within our Private Client Group. As you progress, and hit... ...potential to work your way up to our Premier Wealth Management team where you will manage...Work at officeWork from homeFisher Investments
Vancouver, WA23 hours ago- ...analytics.Strong understanding of asset and wealth management principles.Experience... ...200 years and today we are a leader in investment banking, consumer and small business banking... ...industry-leading investment management and private banking solutions. Asset Management...Private
JP Morgan Chase
Portland, OR1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Investment Counselor. Be the first to apply!
Related searches
- clinical counselor Portland, OR
- education counselor Portland, OR
- youth counselor Portland, OR
- eap counselor Portland, OR
- benefits counselor Portland, OR
- housing counselor Portland, OR
- residential counselor Portland, OR
- drug and alcohol counselor Portland, OR
- licensed professional counselor Portland, OR
- college guidance counselor Portland, OR