Senior Wealth Counselor & Strategy Partner
Fisher Investments
Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Kevin joined Fisher Investments in 2008. He has worked in the financial services industry since 1999, with experience at Fidelity. He earned a Bachelor of Science in Political Science from Siena University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Joel joined Fisher Investments in 2018. He began working in the financial services industry in 2011. Previously, he worked as a Financial Advisor with Park Avenue Securities and PNC Investments. In addition to being a CFP , EA and CEPA professional, Joel earned a Bachelor of Arts in Economics from Grove City College. Ben joined Fisher Investments in 2021. He has worked in the financial services industry for over 9 years and was an Investment Counselor with Fisher for 3 of those years. He earned a Bachelor of Arts in Finance from the University of Evansville. Scott joined Fisher Investments in 2024 and has more than 30years of legal experience. Previously, he practiced law in Oregon, specializing in estate planning, business succession and real estate. He is a licensed attorney in Oregon. Scott earned his JD from Lewis and Clark College’s Northwestern School of Law and a Bachelor of Arts in Interdisciplinary Studies from American University. John Shickich John joined Fisher Investments in 2022. Previously, he practiced law in Oregon where he focused on estate planning, probate, trust administration and elder law. He is a licensed attorney in Oregon. John earned his JD from the University of Oregon School of Law and Bachelor of Arts in economics and business administration from the University of Puget Sound. Chris Huelsmann Chris joined Fisher Investments in 2003. In the Portfolio Evaluation Group, Chris specializes in personalized portfolio analysis and investment strategy recommendations. Chris earned a Bachelor of Science in Business and Finance from Eastern Illinois University. Associate Investment Counselor Chase joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2020, he served as an Operations Associate. Chase earned a Bachelor of Science in Business Administration and Finance from the University of Oregon. Jacob Halvorson Client Service Specialist Jacob joined Fisher Investments in 2025. He earned a Bachelor of Arts in Finance at Washington State University. Client Service Specialist Noah joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from the University of Kansas. Client Service Specialist Deborah joined Fisher Investments in 2025. She earned a Bachelor of Arts in Visual Arts from Taylor University. #J-18808-Ljbffr Fisher Investments
$170k - $210k
...ranking criteria methodology here. Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment... ...tailored recommendations. Communicate sophisticated financial strategies with clarity , leveraging strong interpersonal and...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $120k
Boly:Welch, located in Portland, Oregon, is seeking a skilled professional in wealth management. This role involves being the primary contact for clients, managing communications and coordinating workflow with Client Service Associates. With a salary range of $100K to...Senior$160k - $200k
...:Welch in Portland, Oregon, is seeking an experienced Portfolio Manager to oversee client portfolios and contribute to investment strategy. You will collaborate with colleagues, lead asset allocation guidelines, and mentor a team of Associate Portfolio Managers. The position...Senior- Bank of America in Portland, OR seeks a senior Private Banker/Wealth Advisor to acquire and deepen client relationships, delivering a Branded Client Experience across the Private Bank platform. You will lead a client team, identify opportunities, and coordinate with specialists...Senior
- Corient, a premier multi-family office, seeks an experienced wealth planning expert to serve HNW/UHNW families. You will lead advanced planning across retirement, tax, estate planning, and generational wealth transfer, and work closely with Wealth Advisors to strengthen...SeniorWork at office
$100k - $150k
Sanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its Portland office. This role offers a hybrid work environment with in-office collaboration and remote flexibility. The ideal candidate has...SeniorWork at officeRemote work$55k - $65k
...: 1 GENERAL POSITION INFORMATION Position Name: Senior Admissions Counselor Classification: Exempt FTE: 37.5 Work Hours: 8-4... ...director of admissions to develop and enhance engagement strategies with prospective students and applicants. Lead the virtual...SeniorWork at officeImmediate startFlexible hoursNight shiftAfternoon shift2 days per week3 days per weekTCS Education
Portland, OR21 hours ago$155.55k - $208k
...be accepted until 08/31/2026. We are currently seeking a Senior Account Partner to join our growing Professional Services sales team in Technology... ...Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers Facilitate qualification,...Senior$112k - $168k
...both people and organizational health. The Senior Employee Relations Specialist (Level 6)... ...organization. This role operates as a strategic partner to Sr. HRBPs, absorbing high-risk and... ...enabling HRBPs to focus on business strategy, talent decisions, and organizational effectiveness...SeniorRemote work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...clients on tax planning, compliance, and strategy. These individuals help businesses... ...automation and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b$88.6k - $181.9k
...Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of our internal US Firms Tax (“USFT”)... ...on August 27th 2026.Work you’ll doAs a Tax Senior Accountant, Partner Tax Matters you will be responsible for reviewing targeted income...SeniorLocal areaVisa sponsorship$182.5k - $228.1k
...ship is a network of banking and payment partners that make those experiences possible.... ...in. Product Partner Operations owns the strategy and execution behind the operational frameworks... ...with confidence. We're looking for a Senior Manager, Product Partner Operations to...Senior- A leading financial services firm in Camas is seeking an Investment Counselor - Wealthbuilder. This role involves assisting clients in reaching their financial goals through personalized support and teamwork. Candidates will receive comprehensive training, including the...
$212k - $318k
...Partner, Senior Health Actuary We are seeking a Partner, Senior Health Actuary to join our Actuarial and Financial Group (AFG) in Mercer... ...and presentations summarizing findings and recommending strategies or solutions Provide high-level reviews of statements of...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
Portland, OR1 day ago$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy &... ...responsible for engagement management:Partner with private equity clients as they evaluate... .... Our clients include asset, wealth, and investment advisers and administrators...SeniorOdd jobWork experience placementLocal area$124k - $335k
...capital, and profit sharing for partners. You'll also help... ...now and in the future. As a Senior Manager, you'll work as part... ...complex business issues from strategy to execution. PwC Professional... ...As part of the Asset and Wealth Management team you are expected...SeniorH1bLocal areaOverseasPwC
Portland, OR21 hours ago$100k
...you? Our client is seeking a Portfolio Counselor in their New Client Conversion (NCC) group... ..., and educating clients on portfolio strategies, we want to hear from you. The Opportunity... ...career development. The Day-to-Day: Partner with sales professionals to onboard new...Temporary work$80k - $135k
...our firm as an International Investment Counselor to service a roster of high-net-worth clients... ...clients in the United Kingdom. You will partner with our internal portfolio decision-... ...clients on our top-down portfolio strategy, their investments, important market events...Work at officeWork from home- The role collaborates with HR and leadership, conducts salary surveys, and guides offers, promotions and internal moves. Travel ~5% with a focus on internal equity and market competitiveness. #J-18808-Ljbffr PacificSource Health PlansSenior
- Cambia Health Solutions is seeking a Principal Strategy & Innovation Consultant to lead complex strategy engagements. This hybrid role... ...clarity to strategic challenges and foster relationships with senior leaders while focusing on developing sustainable health care solutions...Senior
- Reed College is seeking a Director of Gift Planning and Major Gifts to lead integrated strategies for major gifts and planned giving, aligning with campaign goals and institutional priorities. The role oversees a team of fundraisers and manages a 50+ donor portfolio to...Senior
- ...Senior Vice President of Insights & Creative Strategy About the Company A communications agency specializing in insights, planning, and creative strategy. Industry Marketing and Advertising Type Privately Held About the Role The Company is seeking...Senior
$81.9k - $135.1k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...services in assurance, consulting, tax, strategy and transactions. Fueled by sector... ...disciplinary network and diverse ecosystem partners, EY teams can provide services in more than...SeniorSummer holidayLocal 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 candidates...Senior- EY in the United States is seeking a Senior Commercial Architect to lead pricing, value-based deal shaping, and risk management across... .... You will drive standardized commercial terms and pricing strategies to accelerate revenue growth and margin expansion. You will collaborate...Senior
- ...Manager, Enterprise Systems to own the enterprise-wide lifecycle strategy of core systems and platforms. You will translate strategic... ...align with executive stakeholders, and drive system optimization while partnering with business system owners. #J-18808-Ljbffr NovogradacSeniorRemote job
- Ashurst Perkins Coie US LLP is seeking a Senior Information Governance Analyst to lead the information governance program across the... ...mentor team members, shape records management and data lifecycle strategies, and advance automated workflows while ensuring compliance with...Senior
$295k
Stoel Rives LLP is looking for a senior-level regulatory attorney with at least five years of experience to join its Energy Development... ...advising clients on regulatory frameworks and compliance strategies in the energy sector. The ideal candidate will have a strong background...Senior- A national law firm seeks a Natural Resources Partner or Counsel in Portland to join their specialized practice group. The ideal candidate will have over 7 years of experience in environmental law, with a focus on litigation, alongside a portable book of business and Bar...Senior
$209.1k - $275.1k
...for the Cisco brand with customers and partners. Provides technical solutions to address... ...with cross-architectural solutionsBuilds senior executives' technical strategyIntegrates... ...architecture frameworks for customersLeads the strategy and planning of demand generation and...SeniorFull timeTemporary workLocal areaRemote workFlexible hours
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