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

Wealth Advisor: Holistic Client Guidance & Digital Access

Mcknights

Mcknights is hiring a Financial Advisor in Tigard, Oregon. The ideal candidate will foster a culture of diversity, build strong client relationships, and provide personalized investment solutions. A valid Series 7 license and substantial experience in financial services are essential. We offer a competitive salary and benefits package including health coverage, retirement savings, and tuition reimbursement, ensuring you can thrive professionally and personally. #J-18808-Ljbffr

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Holistic Client Guidance & Digital Access in Tigard, OR vacancy
  •  ...TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and...  ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership... 
    Suggested

    Aumni

    Portland, OR
    21 hours ago
  • $1,000 per month

     ...Northwestern Mutual are provided guidance, connection, and a...  ...your business and client base Develop and execute...  ...events, earn access to leadership programs,...  ...Financial Representative or Advisor role upon graduation....  ...professionals with personalized digital experience and industry... 
    Digital
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Lake Oswego, OR
    3 days ago
  • JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions...  ...With a commitment to diversity and inclusion, you will educate clients on investment management and deliver tailored advice. The ideal... 
    Digital

    JPMorganChase

    Portland, OR
    3 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial...  ...investment solutions, and educating clients about available digital tools. Candidates should have at least 2 years of experience... 
    Digital

    JPMorgan Chase

    Portland, OR
    5 days ago
  • $20.67 - $31.25 per hour

     ...problem solver, trusted advisor, and partner to the...  ...Personal Bankers engage clients in deeper...  ...uncover needs and provide guidance and solutions to assist...  ...Working knowledge of digital technology (mobile, apps...  ...challenging projects, accessible leaders, and opportunities... 
    Digital
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Lake Oswego, OR
    2 days ago
  • $25 - $38.46 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...communities. The Private Client Banker (PCB) is part of the Key...  ...required) Working knowledge of digital technology (mobile, apps, web...  ..., challenging projects, accessible leaders, and opportunities to... 
    Digital
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Portland, OR
    2 days ago
  • $21.68 - $26.5 per hour

    Client Relationship Consultant U.S. Bank is hiring a Client Relationship Consultant to engage...  ...multiple channels, provide financial guidance, and promote our deposit and loan products...  ...and business banking products, including digital offerings. Provide a consistent, optimal... 
    Digital
    Hourly pay
    Temporary work
    Local area

    U.S. Bank

    West Linn, OR
    3 days ago
  •  ...financial needs.  As a Private Client Banker in Branch Banking, you...  ...Specialists (Private Client Advisors, Mortgage Bankers and...  ...setting up self-service options to access their accounts 24 hours a day...  ...and have the most-used digital solutions – all while ranking... 
    Digital
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Tigard, OR
    15 days ago
  •  ...about creating memorable experiences for our clients and employees, making them feel welcomed,...  ...registration as necessary to grant access to and reflect your employment with JPMorganChase...  ...deposit growth and have the most-used digital solutions – all while ranking first in... 
    Digital
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Sherwood, OR
    3 days ago
  • $19.23 - $28.37 per hour

     ...problem solver, trusted advisor, and partner to the...  ...split their time between client servicing and transaction...  ...needs and provide guidance and solutions to assist...  ...) Working knowledge of digital technology (mobile, apps...  ...on utilizing available access channels (e.g., ATM, Online... 
    Digital
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Portland, OR
    21 hours ago
  • $60k - $125k

     ...Wealth Advisor- Portland/Lake Oswego Welcome to Carson Wealth. Where...  ...fiduciary practice, putting our clients' best interests at the...  ...for unwavering support and guidance on their financial journeys....  ...Disability, Work/Life Benefits and Holistic Wellbeing Programs. Carson... 
    Temporary work
    Work at office
    Flexible hours

    Carson Group Holdings, LLC

    Lake Oswego, OR
    1 day ago
  •  ...Mariner Wealth Advisors, LLC is seeking a Senior Wealth Advisor in Tigard, Oregon, to lead a team in creating comprehensive wealth plans aligned with client goals. The ideal candidate will have over 10 years of relevant experience, mastery of financial planning tools,... 

    Mariner Wealth Advisors

    Tigard, OR
    4 days ago
  • JPMorgan Chase in Portland, Oregon, is seeking a Financial Advisor to develop personalized investment solutions while fostering a culture...  ...Series 66, and insurance licenses), and demonstrate success in client relationship management. The position comes with a competitive... 
    Digital

    JPMorgan Chase

    Portland, OR
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant in Portland, OR. The role involves building strong relationships with clients through proactive outreach, offering tailored financial solutions, and facilitating seamless banking experiences. Ideal candidates will have... 
    Digital

    U.S. Bank

    Portland, OR
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 3 in Beaverton, OR, focused on building strong client relationships through various channels. Responsibilities include client outreach, account management, and product education, contributing to clients' unique financial... 
    Digital

    U.S. Bank

    Beaverton, OR
    2 days ago
  • $60k - $125k

    Carson Group is seeking a Wealth Advisor to be the backbone of our practice in Lake Oswego, Oregon. The role involves establishing new client relationships and providing advisory services while ensuring the highest level of client support. Success in this position requires... 

    Carson Group

    Lake Oswego, OR
    3 days ago
  •  ...investment solutions to your clients by relying on leadership and...  ...their investments. Provide a holistic view of clients' needs and financial...  ...beyond investments. Embrace digital innovations to help clients...  ...least 2 years in a Financial Advisor role or equivalent financial... 
    Digital

    Mcknights

    Tigard, OR
    21 hours ago
  • $25.49 - $31.15 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to...  ...virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust,... 
    Digital
    Temporary work

    U.S. Bancorp

    Beaverton, OR
    1 day ago
  • $25.49 - $31.15 per hour

     ...Description Location: 12450 SW Pioneer Ln, Beaverton, OR 97008 Client Relationship Consultants build relationships with customers,...  ...to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust,... 
    Digital
    Temporary work
    Local area

    U.S. Bank

    Beaverton, OR
    1 day ago
  •  ...Access Advising Specialist College Possible Oregon This Work...  ...coaching, resources, and guidance. When you join College Possible...  ...College Possible's suite of digital tools to communicate and support...  ...questions from the public, clients, students, partners, and managers... 
    Digital
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    College Possible AmeriCorps

    Portland, OR
    5 days ago
  • $21.68 - $26.5 per hour

    Job Overview Client Relationship Consultant position focuses on building and maintaining strong relationships with customers across multiple...  ...channels, providing tailored financial counsel and ensuring a digital‑first customer experience. Responsibilities Build relationships... 
    Digital
    Hourly pay
    Temporary work

    U.S. Bank

    Portland, OR
    5 days ago
  • $21.68 - $26.5 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to...  ...virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust,... 
    Digital
    Temporary work

    U.S. Bank

    Newberg, OR
    1 day ago
  • $25.49 - $31.15 per hour

    Job Overview Client Relationship Consultant - 900 SW 5th Ave, STE 200, Portland, OR 97204. Responsibilities Build relationships with...  ...person, appointment, and virtual channels to provide counsel with a digital‑first mindset. Assess and attend to customers’ banking needs,... 
    Digital
    Hourly pay
    Temporary work

    U.S. Bank

    Portland, OR
    5 days ago
  •  ...position, you will engage with clients to understand their financial...  ...opportunities, retirement planning, and wealth management strategies. As a...  ...of industry experts and access to cutting-edge resources will...  ...(of course), and a proven digital marketing strategy designed to... 
    Digital

    WealthBridge Financial Group

    Portland, OR
    16 days ago
  •  ...spend your time on sourcing new clients and would rather have the...  ...your customers, offering guidance and personalized planning, while...  ...important to approach life holistically. We offer a competitive...  ...financial expertise broadly accessible and effective in helping people... 

    Soteria Reinsurance Ltd.

    Beaverton, OR
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...where you can help your clients achieve their goals through...  ...clients and deliver holistic financial plans—including...  ...the career, and have access to our national network...  ...and Northwestern Mutual Wealth Management Company® (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Lake Oswego, OR
    2 days ago
  •  ...About the job Remote Client Support Representative We are seeking a Remote Client Support...  ...new systems, booking platforms, and digital tools quickly Passionate about travel and...  ...opportunities within a travel-focused company Access to travel-related perks and industry... 
    Digital
    Remote work
    Flexible hours

    Sawmilldcllc

    Portland, OR
    2 days ago
  • $170k - $210k

     ...Partner, Senior Wealth Advisor Portland Why Work at Mercer Advisors...  ...legally bound to act in our clients' best interests — always....  ...planning, and insurance—to deliver holistic wealth management....  ...Personalized financial planning and guidance from Mercer Advisors... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    3 days ago
  • $68.64k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you...  ...Utilizing a consultative, holistic approach, sales process, and assessment... 
    Work at office
    Local area

    LPL Financial

    Lake Oswego, OR
    2 days ago
  •  ...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... 

    U.S. Bank

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Holistic Client Guidance & Digital Access. Be the first to apply!