Senior Estate Planner for High-Net-Worth Families
Jobot
Jobot is looking for an experienced attorney in Portland, Oregon, to build sophisticated estate plans for high-net-worth clients. You'll collaborate with a team of skilled attorneys and have direct client interaction from day one. The role includes drafting wills, trusts, and advising on tax planning matters, ensuring a stable, growth-oriented environment. A strong background in estate planning and client management is essential. #J-18808-Ljbffr Jobot
- Aldrich Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by delivering operational service in partnership with advisors. The ideal candidate has 5+ years of client service...SeniorHigh net worthWork at office
$75k - $105k
Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute... ...service within wealth management, especially with high-net-worth clients, and proficiency with investment products....SeniorHigh net worthWork at office- 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...SeniorHigh net worth
- ...most successful individuals, families, and institutions by remaining... ...executive role. As a senior member of the Northern Trust... ...base. You'll work with ultra high net worth(UHNW) individuals, families and... ...attorneys) on the benefits of estate planning services, utilizing...SeniorHigh net worthLocal areaFlexible hours
$75k - $105k
Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch...SeniorHigh net worth16 hoursFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours$102k - $161.37k
...Senior Area Transmission Planner location: PORTLAND, OR, US, 97232 Company: PacifiCorp... ...reliability standards. Develop highly complex engineering studies, plans,... ...condition, veteran or military status, familial or parental status, marital status or...SeniorFull timeTemporary workWork at officeLocal area$100k - $150k
...come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team! Leveraging your expertise in... ...portfolio, consistently delivering high-quality service. Ensure accuracy and... ...in individual clients, high net worth individuals, trust & estates, state...SeniorHigh net worthWork experience placementInternshipFlexible hours$90k - $110k
...Management, Inc. is seeking an experienced Wealth Planner to join our established team serving high‑net‑worth individuals and families. This position offers the opportunity to... ...wealth planning, including retirement, tax, estate, education, charitable, and investment...High net worthLocal areaFlexible hours- ..., Oregon. This position involves cultivating relationships with clients and delivering risk management solutions to high net worth individuals and family offices. Candidates must have 5+ years of High Net Worth sales experience, excellent communication skills, and a proven...High net worth
$225k
...A growing and highly respected family law firm is seeking a Family Law Attorney to join its expanding team in Vancouver, Washington. This opportunity... ...Handle a broad range of family law matters, including high-net-worth and high-profile cases Manage litigation matters from...High net worthRemote work$15 per hour
...heavily in our teammates and their families by offering competitive... ...small business owners and higher net worth clients alike. You'll be able... ...such as Certified Financial Planner (CFP) and/or Chartered... ...further your education. As a Senior FSA, you can look forward to:...SeniorHigh net worthWork at officeImmediate startShift workDay shift$225k
SJ Mobilita, a respected family law firm in Vancouver, Washington, seeks a Family Law Attorney to join its growing team. The ideal candidate will handle high-net-worth family law matters, with opportunities for sophisticated litigation. Offering compensation starting at...High net worthRemote job- 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
$125k - $185k
Job Overview Build sophisticated estate plans for high‑net‑worth clients while working alongside experienced attorneys in a collaborative, well‑respected... ...matters. Work directly with high‑net‑worth individuals, families, and closely held business owners. Collaborate with other...High net worthLocal 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
$70 - $100 per hour
...Overview Part-time Family Law paralegal needed for a high-end family law mediation firm. Remote (must live in CA and have CA family law experience... ...law in the state. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial...High net worthPart timeLive inWork at officeLocal areaRemote workFlexible hours- 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
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
$100k - $120k
Job Description We are looking for a Senior Wealth Management Associate who brings a background in financial planning... ...specialized in portfolio management, investment advisory, and family office services for high‑net‑worth individuals, families, endowments, and foundations. In...SeniorHigh net worthTemporary workWork at officeRemote work- U.S. Bancorp is seeking a Financial Advisor in Portland, Oregon. This role focuses on retaining and growing high net worth client relationships through a team of Banking, Trust, and Investment professionals. The ideal candidate has extensive experience in wealth management...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- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...wealth advisor will be an experienced planner, thoughtful listener, have a strong team... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive...SeniorHigh net worth
- A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates...SeniorHigh net worth
$74.2k - $133.5k
...Description WSP is seeking a Senior Environmental Planner to join our expanding Pacific Northwest Environmental Impact Assessment and Permitting service group. The position is either remote or hybrid working out of our Seattle, Redmond (WA), Bend, Portland or Boise offices...SeniorWork experience placementRemote work- ...Ernst & Young Oman is seeking a Senior Technology Analyst specializing in SAP Manufacturing to join their Technical Consulting team. The role involves engaging with clients to ensure successful project delivery and collaborating with technical teams on system architecture...Senior
- ...A marketing agency in Portland, Oregon is seeking a Senior Consumer Strategist to develop strong brand-consumer relationships. This role combines analytical thinking and storytelling to enhance customer engagement through various channels. Candidates should have over...Senior
- ...About the Role As a Senior Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial... ...to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous...SeniorWork experience placementLocal area
$51k - $57k
...The Opus Group is seeking a Senior Event Coordinator in Portland, OR, to manage and lead small to medium scale events. This role involves overseeing various event components, including vendor management and attendee coordination. A Bachelor's degree and 2+ years of event...SeniorTemporary work- A leading sports brand in Beaverton is seeking a Senior Assortment Planner to establish and manage assortment plans. You will work alongside Merchandising, Sales, and Business Planning to create consumer-focused offerings grounded in profitability. The ideal candidate has...Senior
- Nike is seeking a Senior Assortment Planner for Soccer Apparel & Accessories in Beaverton, Oregon. This role is crucial for developing strategies that align product offerings with profitability and consumer demand. The planner will partner with various teams to create comprehensive...SeniorSeasonal work
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