Wealth Manager
Creative Planning
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. Job Duties Serves as the primary point of contact for wealth management clients Assist in the creation, delivery, execution and management of complex financial plans Increases market share in their local market Maintains a positive attitude and willingness to adapt in a rapidly changing environment All other duties as assigned Required Experience / Qualifications 7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients Ability to handle highly detailed work with a great degree of accuracy Bachelor’s degree, preferably in a related field such as finance, business or marketing Preferred Experience / Qualifications 10 or more years financial services experience to including direct sales with investment clients Graduate degree consisting of JD, MBA or CPA Technical Skills Proficiency in MS Word, Excel and PowerPoint Understanding of mobile operating systems such as Android or IOS Ability to adapt and integrate new technology quickly #J-18808-Ljbffr Creative Planning
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Portland, OR vacancy
- ...pride, and empower every team member to do the right thing! Position Summary: The Springs Living is seeking an Asset Manager to join our team! In this role, you will provide strategic oversight of The Springs Living's senior housing portfolio across...SuggestedTemporary workLocal areaFlexible hours
The Springs Living
Beaverton, OR4 days ago - ...markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.We create places people want to call home — starting with...SuggestedCurrently hiringWork at officeLocal areaFlexible hours
Willow Bridge Property Company
Portland, OR2 days ago $85.14k - $107k
...Property Manager Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our... .... Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience...SuggestedFull timeContract workTemporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visaFlexible hoursColliers
Clackamas, OR3 days ago$90k
...join our team. Pay Rate: Starting at $90,000 and can go up DOE. Purpose: (General description and summary) The Property Manager provides leadership and oversight for New Narrative's housing portfolio, ensuring properties operate safely, efficiently, and in compliance...SuggestedWork at officeLocal areaNew Narrative Ltd
Beaverton, OR2 days ago$28 - $30 per hour
...Compensation : $28.00 - $30.00 per hour Would you like to make a difference and be a team member at one of Portland’s premier property management companies? If so, and you are an experienced, energetic, and talented professional, we would like you on our team! This position...SuggestedHourly payFull timeTemporary workLive inWork at officeFlexible hoursAfternoon shiftCambridge Real Estate Services
Portland, OR5 days ago- ...company. This is a serious requirement, and compliance is expected.Responsibilities:Implements the procedures and tasks of building management as outlined in Silvercrest Operating Procedures Manual and Salvation Army policies.Responsible for the daily, weekly, monthly,...Live inWork at officeLocal area
Salvation Army Western Territory
Portland, OR2 days ago $26 - $29 per hour
...Affordable Property Manager CRMG, a commercial and residential management group, is looking for an Affordable Property Manager with amazing attention to detail and exceptional customer service for the 54-unit apartment community of Lents Commons. Amenities at this LEED...Hourly payFull timeLive inWork at officeLocal areaFlexible hoursCRMG
Portland, OR2 days ago$25 per hour
...Are you on the hunt for a dynamic opportunity that combines your skills as a manager, your interest in real estate, and your customer service abilities? Real Property Management has the perfect role for you as a Property Manager. You are the guardian of the properties...Flexible hoursReal Property Management
Vancouver, WA1 day ago$28 - $34 per hour
...Property ManagerApartment Management Consultants (AMC) is a leader in the property management industry. Our passion for helping people, creating authentic relationships, and common values has established a working environment that undeniably stands out. Every day our...Full timeTemporary workPart timeApartment Management Consultants
Portland, OR2 days ago$85k - $95k
...Description Job Description Description: NAYA Family Center is seeking an analytical, collaborative, and mission-driven Asset Manager to join our Community Development team. This role is responsible for helping ensure that NAYA's affordable housing and commercial...Full timeWork at officeLocal areaWork from homeFlexible hoursAfternoon shift2 days per week1 day per weekNative American Youth And Family Center
Portland, OR24 days ago$24 - $26 per hour
...Location: Market Place - Vancouver, WA What You’ll Do Under the direction of the Property Manager, this role assists in maintaining compliance and the successful day to day operations in all aspects of property management. This role requires regular communication with...Temporary workWork at officeWork visaMission Rock Residential
Vancouver, WA5 days ago$23 per hour
...Job Title: Assistant Property Manager Salary : $23 per hour Schedule: Tuesday-Saturday Explore: Atrio Unlock your potential with Avenue5 Residential. Your ideas. Your development. Your experience. We take care of you, so you can take care of our...Hourly payWork at officeLocal areaAvenue5 Residential
Vancouver, WA3 days ago- ...Assistant Property ManagerPortland, ORAs an Assistant Property Manager, you will be responsible for supporting the Property Manager or higher-level staff in managing all aspects of a single property or portfolio of commercial, industrial, or retail properties, including...Hourly payH1bWork at officeLocal areaRemote workVisa sponsorshipWork visa
Lincoln Property Company
Portland, OR2 days ago $18.5 - $21 per hour
...Property ManagerWe are offering an excellent opportunity for a highly motivated and experienced Property Manager, with great technical and people skills, to play a key role at Glacier West Location in Tualatin, OR.Job DescriptionHandles day to day operations of the facility...For contractorsMonday to FridayGlacier West
Tualatin, OR3 days ago- ...Assistant Property ManagerAs an Assistant Property Manager, you will support the Property Manager in the daily operations and management of the property, including but not limited to addressing tenant inquiries, conducting tours, preparing leases, collecting rent, enforcing...Contract workWork at office
Meritus Property Group
Portland, OR4 days ago $124k - $335k
...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the...H1bLocal areaOverseasPwC
Portland, OR2 days ago$18.5 - $21 per hour
...We are offering an excellent opportunity for a highly motivated and experienced Property Manager, with great technical and people skills, to play a key role at Glacier West Location in Tualatin, OR. JOB DESCRIPTION: Handles day to day operations of the facility....Hourly payFull timeFor contractorsMonday to FridayShift workDay shiftGlacier West
Tualatin, OR4 days ago- ...Description Express Employment Professionals seeks dynamic and motivated individuals to join our client's team as Assistant Property Managers. This position offers both part-time and full-time opportunities, allowing you to contribute to the success of our clients through...Full timeTemporary workPart timeWork at officeMonday to Friday
Express Employment Professionals Defunct
Portland, OR1 day ago $132.5k - $338.3k
...growing our practice to help our clients navigate their transformational journeys. The Banking & Capital Markets Digital Assets Senior Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. We Are Accenture is a...Live inWork at officeLocal areaAccenture
Beaverton, OR2 days ago- Who We Are Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American...Contract work
First American
Portland, OR5 days ago - ...regularly. Knowledge of WFG products, services and company policies and procedures. Maintain transparent communication with Escrow Manager. Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions...Full timePart timeWork experience placementSeasonal workWork at officeLocal areaImmediate startMonday to Friday
Williston Financial Group
Portland, OR3 days ago $125k - $250k
Sales Closer Stop Chasing Leads. Start Closing Deals. $125k - $250k Earning Potential | Zero Cold Calling | Zero Door Knocking We hand you pre-set, pre-qualified appointments with homeowners who already want to buy. Your only job? Show up and close the deal...Weekly payFull timeTemporary workWeekend workDay shiftAfternoon shiftErie Home
Tigard, OR3 days ago$29 - $31 per hour
...capital expenditure requests and gathering appropriate information as well as telephone contact with lessors. Coordinate and manage materials such as documents, reports, etc., and special projects directed by the Real Estate Team. Also maintain all Real Estate Department...Hourly payWork at officeOUTFRONT Media
Portland, OR2 days ago- ...COMMUNITY PROPERTY MANAGER Lead With Ownership. Operate With Discipline. Build Community. We are always looking for high-caliber Community Property Managers to lead premier multifamily communities across our growing portfolio in the Western United States. Whether...Local areaRelocation
Green Leaf Partners Management
Portland, OR4 days ago $20 - $25 per hour
...transaction is completed accurately and efficiently. Position Overview The Title Clerk is responsible for processing and managing all vehicle title and registration paperwork in compliance with state and federal regulations. This position requires someone...Hourly payFull timeSwickard Auto Group
Portland, OR2 days ago- ...Associate Property Manager, Multifamily AldercrestAssociate Property Managers are responsible for maintaining our communities to a market-ready standard, ensuring a high level of service at all times. Associate Property Managers are also responsible for building and motivating...Work at office
Cushman & Wakefield
Gresham, OR2 days ago $28 - $30 per hour
...Details Job Location: Portland, OR 97206 Position Type: Full Time Salary Range: $28.00 - $30.00 Hourly Job Shift: Day Job Category: Management JOB SUMMARY: The following attributes are desirable for job success: experience in managing/leasing multi-family properties,...Hourly payFull timeShift work$31 per hour
401k auto enrollment program Job Title: Property Manager Employment Type: Full-time FLSA Status: Non-exempt Schedule: Monday - Friday from 8:00am - 5:00pm Location: This position is in-person managing a multi-family apartment community in Hillsboro region, Oregon Reports...Hourly payFull timeWork at officeMonday to Friday$25 per hour
Career area: Real Estate Location: 7200 Northeast 41st Street, Vancouver, WA 98662, United States Responsibilities Team Management - As the operational point of contact, oversee a team that may include a leasing agent, a maintenance coordinator, a maintenance technician...Hourly payFlexible hours$28 - $30 per hour
...office administration, and policy & procedure compliance. Although living onsite may or may not be required, working from the site management office is a requirement. Duties Supervise administrative, marketing, and maintenance staff Monitor the condition of the...Hourly payTemporary workLive inWork at officeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
