Senior Wealth Planner for HNW Clients
Becker Capital Management
Becker Capital Management, Inc. in Portland is seeking an experienced Wealth Planner to join our established team serving high-net-worth individuals. This role involves collaborating with talented planners and managing client relationships. The ideal candidate will have 2-5+ years of wealth planning experience, a CFP® designation, and a commitment to providing sophisticated financial guidance. Attractive benefits include a base salary of $90k - $110k, health insurance, and a profit-sharing plan. #J-18808-Ljbffr
- ...Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking... ...Investment professionals and requires extensive experience in wealth management. Candidates should possess strong relationship...SeniorHigh net worth
- ...A global financial institution is seeking a Sr. Wealth Strategist in Portland, OR, to drive business development and client relations for ultra high net worth individuals. Candidates should have over 10 years of experience in wealth management, along with a strong network...SeniorHigh net worth
- ...Sr. Wealth Strategist page is loaded## Sr. Wealth Strategistlocations: Portland, ORtime... ...we serve the world’s most sophisticated clients using leading technology and exceptional... ...client development sales executive role.As a senior member of the Northern Trust team, you will...SeniorHigh net worthLocal areaFlexible hours
- JPMorgan Chase is seeking a dedicated Relationship Manager in Portland, OR, to manage high-net-worth client relationships. The role involves developing new and existing relationships while providing exceptional service to ensure client satisfaction and loyalty. You will...SeniorHigh net worth
- ...UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves assisting financial advisors, developing customized asset allocation strategies, and managing client relationships. Ideal candidates should have industry experience and relevant...Senior
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as... ...and deliver tailored financial plans to clients within the region. This role focuses on developing... ...: Certified Financial Planner designation or coursework in progress toward...High net worthTemporary workWork at office$56k - $132k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom... ...approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorHigh net worth$56k - $132k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom... ...approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorHigh net worth$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award... ...their most significant risk, workforce, wealth management and retirement challenges through... ...Senior Account Executive interacts with clients on a day-to-day basis while developing and...SeniorHigh net worth$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$90k - $110k
...Becker Capital Management, Inc. is seeking an experienced Wealth Planner to join our established team serving high‑net‑worth individuals... ...managers, delivering sophisticated planning and guidance to clients as they navigate complex financial decisions. Our wealth planning...High net worthLocal areaFlexible hours$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 as a primary contact for clients and managing team workflows in a hybrid environment. Ideal...Senior- ...Are you skilled at developing wealth management strategies? Does financial... ...you? We’re looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing... ...certification Certified Financial Planner® (CFP®) certification Certified...SeniorHigh net worthFull timeFlexible hours
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team...SeniorHigh net worth
- A leading financial services firm in Portland is seeking a Client Associate to provide exceptional wealth management services to high-net-worth clients. The role involves ensuring a smooth onboarding process, supporting Financial Advisors, and delivering tailored financial...High net worthFull time
- ...TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients... ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership...
- Aldrich Wealth LP is seeking a Client Services Specialist or Senior Client Services Specialist to deliver exceptional service to clients in Lake Oswego, Oregon. This client-facing role emphasizes strong communication skills, efficiency, and professionalism in handling various...SeniorWork at office2 days per week
- ...US012 Marsh & McLennan Agency LLC is looking for a Senior Client Advisor to enhance client relationships and deliver tailored insurance solutions. With over 3 years of personal lines insurance experience required, the successful candidate will present market data and address...SeniorHigh net worthRemote work
$63k - $95k
...creating the best experience for job seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our...SeniorWork experience placementLocal area- JPMorgan Chase & Co. is seeking a Relationship Manager in Portland, OR, to build and maintain high-net-worth client relationships. This role involves providing tailored financial advice and comprehensive service to clients, ensuring their financial needs are met. With...SeniorHigh net worth
$100k - $120k
...Job Description We are looking for a Senior Wealth Management Associate who brings a background in financial planning and client service to a team that values proactive, holistic planning. Coldstream Wealth Management offers a hybrid work environment with three days in...SeniorHigh net worthTemporary workWork at officeRemote work- JPMorganChase is seeking a relationship manager in Portland, OR responsible for managing high-net worth client relationships by providing top-notch service and tailored advice. The ideal candidate will have a minimum of five years in financial services and must hold licenses...SeniorHigh net worth
- ...in Lake Oswego, is seeking an experienced Transactional Attorney. In this role, you will provide strategic advice to high-net-worth clients on complex transactional matters such as entity formation and restructuring. The firm offers a hybrid schedule, emphasizing...SeniorHigh net worth
$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$114k - $165.3k
...career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$100k - $120k
...About the Company An established and growing wealth management firm is expanding its team and seeking a Senior Wealth Management Associate to support high-net-... .... This role offers strong visibility, meaningful client interaction, and a clear path for long-term...SeniorHigh net worthTemporary workWork at officeRemote workVisa sponsorship3 days per week- 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 comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management...
$36.05 - $45.67 per hour
Description We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client... ...the ongoing success of our organization. Why Aldrich Wealth Aldrich Wealth is an independent registered investment...SeniorHigh net worthHourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...Description: Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culturedoesn’thappen overnight.It’sa result ofhard workby extraordinary people. The industry’s brightest talentdriveour efforts to deliver purposeful work and meaningful...SeniorHigh net worthLocal areaNight shift
$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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