Hybrid Private Client Advisor HNW Insurance & Relationships
RSC Insurance Brokerage, Inc.
RSC Insurance Brokerage, Inc., located in Portland, is seeking a Private Client Relationship Manager to build cohesive relationships with high-net-worth individuals. This hybrid position involves working 3 days a week in the Portland office, engaging clients to meet their unique insurance needs, and serving as a key advisor. Candidates should have 5-7 years of experience in personal lines insurance, a relevant license, and strong negotiation skills. Achieving sales targets and maintaining client relationships is essential in this role. #J-18808-Ljbffr
- ...A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates... ...skills and a proactive approach. This hybrid role requires 3 days/week in the office, and...Private clientHigh net worthWork at office3 days per week
- ...& 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... ...High-Net-Worth clientele. This role promotes a hybrid work model, giving the opportunity to work...Private clientHigh net worthRemote work
- ...Description: Senior Client Advisor Our not-so-secret sauce... ...) provides business insurance, employee health & benefits... ..., retirement, and private client insurance... .... Previousexperience relationships with luxury carriers,... ...development opportunities Hybrid work Charitable...Private clientHigh net worthLocal areaNight shift
- ...The Private Client Relationship Manager will fulfill an integral role in developing... ...by serving as a strategic advisor for coverage related inquiries... .... PLEASE NOTE: This is a hybrid position that will require... ...clients' unique risks and insurance requirements, including all...Private clientHigh net worthWork at office3 days per week
$56k - $132k
...to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies... ...Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier...Private clientHigh net worth- A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years...Private client
$103.1k - $188.9k
...side with a range of clients from our most... ...Asset Management, Insurance, Real Estate, Hospitality... ...EY's FSO EDGE Private practice provides... ...make you a trusted advisor and role model for... ...tax and client relationship matters to senior... ...and leader-enabled hybrid model. Our expectation...Private clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- 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 at...Private clientHigh net worth
- 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...Private clientHigh net worth
$70k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but... ...technical expertise (knowledge of insurance coverage and products, staying... ...goals of the company. GLDR #LI-Hybrid #LI-AG1 Why USI? With approximately...High net worthTemporary workLocal areaFlexible hours$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...High net worth- ...Relationship Manager Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding...Private clientHigh net worthTemporary workWork at officeLocal area
- Are you passionate about building and maintaining high‑network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...Private clientHigh net worthTemporary workWork at officeLocal areaImmediate start
- ...Private Client Advisor Location: 1211 SW Fifth Avenue, Portland Oregon... ...clients while identifying full relationship opportunities. Establish a... ...preferred) Resident State Insurance Licenses (Life, Variable,... ...accommodations by emailing ****@*****.***. #LI-Hybrid...Private clientBank staffWork at officeFlexible hoursNight shift
$85k - $135k
...roster of high-net-worth clients. Since 1995, Fisher... ...approach focused on our private clients. With a firm... ...of a typical Financial Advisor. Now is your... ...in navigating client relationships and provide personalized... ...to participate in our hybrid work from home program...Private clientHigh net worthWork experience placementWork at officeWork from home$80k - $130k
...United States with high-net-worth clients living in the UK? Come join... ...approach focused on our private clients. With a firm structure... ...assist you in navigating client relationships and provide personalized... ...opportunity to participate in our hybrid work from home program. This...Private clientHigh net worthWork experience placementWork at officeWork from home- ...KeyCorp in Portland, Oregon, is seeking a Private Client Advisor to focus on Mass Affluent clients. The role requires strong skills in relationship building, investment solutions, and financial planning. Candidates must hold FINRA licenses and a high school diploma, with...Private client
$70k - $100k
...independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing,... ...was lost by USI. Provide technical expertise (knowledge of insurance coverage and products, staying abreast of industry updates...High net worthTemporary workLocal areaFlexible hours$57k - $87k
KeyBank is seeking a Relationship Officer for Commercial Banking in Portland, Oregon. This role... ...Banking Relationship Team by handling client inquiries, managing deposit accounts, and... ...support. The position allows for hybrid work, with expectations of working on-site...2 days per week$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will... ...efficiently. Manage client relationships and ensure that clients are... ...managing a team Willing to work hybrid $98,500 - $160,000 a year... ...Medical, Dental, and Vision Insurance on the first day of employment...Private clientHigh net worthFull timeLocal areaRemote workFlexible hours$93.1k - $173.4k
...Development Executive at MMA Private Client Services – National.... ...Agency (MMA) provides business insurance, employee health & benefits,... ...insights derived from research and relationship engagements to gain business... ...opportunities Hybrid work Charitable contribution...Private clientMinimum wageLocal areaNight shift- ...financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing... ...partnerships with Retail Branch Managers and expand existing client relationships through consultative sales processes. The position...Private client
- Koitecc Solutions is seeking a Private Client Banker in Portland, Oregon, to manage and develop relationships with affluent clients. The role involves delivering exceptional service while utilizing financial technology to meet client needs. Successful candidates will have...Private client
- ...Chase in Portland, Oregon, is seeking a Financial Advisor to develop personalized investment solutions... ...possess necessary licenses (Series 7, Series 66, and insurance licenses), and demonstrate success in client relationship management. The position comes with a...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The ideal candidate will have a strong background in... ...clientele. Key responsibilities include building client relationships, understanding financial markets, and providing comprehensive...Private clientWork at office
- A leading financial institution in Lake Oswego is seeking a Private Client Advisor focused on serving Mass Affluent clients. The advisor will grow client relationships, provide comprehensive financial plans, and achieve sales goals while working closely with banking partners...Private clientWork at officeFlexible hours
$125k - $200k
...administration, and private client advisory work. Our attorneys... ...and long-term client relationships. We operate with a... ...schedule and hybrid work options Health... ..., dental, and vision insurance Paid time off and... ...worth clients and their advisors to deliver practical,...Private clientHigh net worthLocal areaFlexible hours$93.1k - $173.4k
...Candidates should have a Broker License and a strong background in the insurance industry with a minimum of five years in new business... ...position offers generous time off, tuition reimbursement, and a hybrid work model. The salary range is competitive, from $93,100 to $1...Private client- A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial... ...stages. Your responsibilities include building client relationships, delivering personalized investment solutions, and educating...Private client
- ...personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be... ...At least 2 years in a Financial Advisor role or equivalent financial... ...Life, Health and Long Term Care Insurance license is required or must be obtained...Private client
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