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

Senior Private Wealth Advisor for HNW Clients

U.S. Bank

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 should possess strong relationship management and analytical skills, along with a bachelor's degree. This hybrid position offers flexibility with competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor for HNW Clients in Portland, OR vacancy
  •  ...Identification 210677899 Job Category Client Advisory Business Unit...  ...Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-...  ..., fixed income trades and private investments Provide support across... 
    Senior
    Private
    High net worth
    Full time
    Local area

    JPMorgan Chase & Co.

    Portland, OR
    2 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company...  ...Management Type Privately Held About the Role...  ...a sophisticated, client-first advisory platform...  ...will work alongside senior advisors and subject matter...  ...with exposure to HNW/UHNW client service or... 
    Private
    High net worth

    Confidential

    Portland, OR
    3 days ago
  • $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... 
    Senior
    High net worth

    USI Insurance Services

    Portland, OR
    1 day ago
  • $56k - $132k

     ...are an organization of consultative advisors and problem solvers. We help...  ...most significant risk, workforce, wealth management and retirement challenges...  ...more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing... 
    Senior
    High net worth

    NFP Corp

    Portland, OR
    6 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 14888 SE Mcloughlin - Oak Grove, Oregon 97268 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client... 
    Private
    High net worth
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Portland, OR
    2 days ago
  • $145k - $175k

     ...Senior Wealth Advisor This position ensures the growth and development for the Wealth, Financial...  ...wealth management and banking clients. This role will also include strategies...  ...client accounts as needed. Assist Private Wealth team with the financial planning... 
    Senior
    Private
    Temporary work
    Work at office

    Riverview Bank

    Vancouver, WA
    5 days ago
  • Empower is seeking a Private Wealth Advisor in Portland, OR to deliver high-touch support to clients. This role focuses on relationship management and financial planning, requiring a solid background in wealth management strategies. The ideal candidate should have over... 
    Private
    Flexible hours

    Empower

    Portland, OR
    2 days ago
  • $114k - $165.3k

    Hispanic Alliance for Career Enhancement is seeking a Senior Private Wealth Advisor in Portland, Oregon. The role involves leading client teams to deliver personalized financial advice, ensuring clients achieve financial success. Ideal candidates will have over 10 years... 
    Private
    High net worth
    Flexible hours

    Hispanic Alliance for Career Enhancement

    Portland, OR
    1 day ago
  • 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... 
    Senior
    High net worth

    JPMorgan Chase

    Portland, OR
    2 days ago
  •  ...US012 Marsh & 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 insurance experience required, the successful candidate will present market data and address... 
    Senior
    High net worth
    Remote work

    US012 Marsh & McLennan Agency LLC

    Portland, OR
    3 days ago
  •  ...provide unbiased investment consulting services to nearly 200 clients, including corporations, public retirement systems, Taft-...  ...investment consulting professionals. Job Description The Senior Associate – Private Markets Manager Research is responsible for a wide range... 
    Senior
    Private
    High net worth
    Full time

    SupportFinity

    Portland, OR
    1 day ago
  • 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... 
    Senior
    High net worth

    JPMorgan Chase & Co.

    Portland, OR
    2 days ago
  •  ...UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves assisting financial advisors, developing customized asset allocation strategies, and managing client relationships. Ideal candidates should have industry experience and relevant... 
    Senior

    UBS

    Portland, OR
    3 days ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include...  ...a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will... 
    Senior
    High net worth

    Mariner

    Tigard, OR
    1 day ago
  • 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... 
    Senior
    High net worth

    JPMorganChase

    Portland, OR
    3 days ago
  •  ...in Lake Oswego, is seeking an experienced Transactional Attorney. In this role, you will provide strategic advice to high-net-worth clients on complex transactional matters such as entity formation and restructuring. The firm offers a hybrid schedule, emphasizing... 
    Senior
    High net worth

    Boly Welch

    Lake Oswego, OR
    1 day ago
  • $70k - $100k

     ...General Description Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk... 
    Senior
    High net worth
    Temporary work
    Local area
    Flexible hours

    USI Insurance Services

    Portland, OR
    4 days ago
  •  ...Description: Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culturedoesn’thappen overnight.It’sa result...  ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals... 
    Senior
    High net worth
    Local area
    Night shift

    US012 Marsh & McLennan Agency LLC

    Portland, OR
    4 days ago
  •  ...Are you skilled at developing wealth management strategies? Does financial...  ...you? We’re looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing...  ...Wealth Group is a leading UBS Private Wealth Management team in Oregon... 
    Senior
    Private
    High net worth
    Full time
    Flexible hours

    UBS

    Portland, OR
    5 days ago
  • $70k - $100k

    General Description Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk... 
    Senior
    High net worth
    Temporary work
    Local area
    Flexible hours

    USI Insurance Services

    Portland, OR
    3 days ago
  • $119.77k - $140.9k

     ...for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Private
    High net worth
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Portland, OR
    3 days ago
  •  ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with...  ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at... 
    High net worth

    WealthBridge Financial Group

    Oak Grove, OR
    4 days ago
  • $76k - $125.3k

     ...Financial Services EY EDGE Wealth and Asset Management (...  ...facets of hedge fund, private equity fund and mutual...  ...key responsibilities A senior analyst in FSO EDGE WAM...  ...consulting work for clients. The objective is to work...  ...and status as a trusted advisor to maintain and further... 
    Senior
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Portland, OR
    3 days ago
  • $114k - $165.3k

     ...career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point... 
    Senior
    High net worth
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Hispanic Alliance for Career Enhancement

    Portland, OR
    1 day ago
  • $55k - $151.47k

     ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy...  ...and optimise their tax positions. In private tax at PwC, you will focus on providing personalised...  ..., AMT, and year-end planning. As a Senior Associate you analyze complex problems,... 
    Senior
    Private
    High net worth
    Full time
    H1b

    PwC

    Portland, OR
    4 days ago
  • $91k - $321.5k

     ...providing advice and guidance to clients on tax planning, compliance,...  ...their tax positions. In private tax at PwC, you will focus on...  .... Growing as a strategic advisor, you leverage your influence,...  ...guidance to the owners of PwC. As a Senior Manager you are expected to... 
    Senior
    Private
    High net worth
    Full time
    H1b
    Remote work

    PwC

    Portland, OR
    1 day ago
  •  ...Insurance Brokerage, Inc., located in Portland, is seeking a Private Client Relationship Manager to build cohesive relationships with high...  ...to meet their unique insurance needs, and serving as a key advisor. Candidates should have 5-7 years of experience in personal lines... 
    High net worth
    Work at office
    3 days per week

    RSC Insurance Brokerage, Inc.

    Portland, OR
    3 days ago
  • $76k - $125.3k

     ...by side with a range of clients from our most venerable...  ...and Capital Markets, Wealth and Asset Management and...  ...facets of hedge fund, private equity fund and mutual...  ...responsibilities A senior analyst in FSO EDGE WAM...  ...and status as a trusted advisor to maintain and further... 
    Senior
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Portland, OR
    2 days ago
  • $103.1k - $188.9k

     ...by side with a range of clients from our most venerable...  ...and Capital Markets, Wealth and Asset Management, Insurance...  ...EY's FSO EDGE Private practice provides comprehensive...  ...make you a trusted advisor and role model for your...  ...matters to senior management and subject-... 
    Private
    High net worth
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Portland, OR
    4 days ago
  • $100k - $150k

    Overview Backed by private equity from people-focused Alpine Investors...  ...The Role We are looking for a Senior Tax Manager for our Trust and...  ...706, 709, 1041) tax matters & client relations, you’ll manage a...  ...superior service. As their trusted advisor, you’ll tackle complex tax... 
    Senior
    Private
    High net worth
    Work experience placement
    Internship
    Flexible hours

    Ascend

    Vancouver, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Advisor for HNW Clients. Be the first to apply!