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

Private Client Advisor

Risk Strategies

A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold an active P&C license. The position emphasizes problem-solving and client service excellence. #J-18808-Ljbffr

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in Portland, OR vacancy
  • A financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing investment solutions and leading financial wellness initiatives. The Advisor will build strong partnerships with Retail Branch... 
    Private client

    Key Bank

    Beaverton, OR
    18 hours ago
  •  ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This...  ...qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated... 
    Private client

    Next Frontier Capital

    Portland, OR
    11 hours ago
  •  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...Experience, including access to the full array of Private Bank and the bank's capabilities and...  ...clients and prospects as their trusted advisor, providing integrated recommendations... 
    Private client
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Portland, OR
    3 days ago
  •  ...J.P. Morgan Wealth Management – Private Client Advisor – Lake Oswego, OR At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong... 
    Private client

    Aumni

    Vancouver, WA
    3 days ago
  •  ...Location 16210 SW Bryant Road, Lake Oswego Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the... 
    Private client
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Dormont Manufacturing Company

    Lake Oswego, OR
    1 day ago
  •  ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Private client

    Aumni

    Portland, OR
    18 hours ago
  • $100k

     ...Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher... 
    Private client
    Work at office

    Fisher Investments Careers

    Gresham, OR
    5 days ago
  • $55k - $70k

     ...Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also... 
    Private client
    Work at office
    Work from home

    Fisher Investments Careers

    Vancouver, WA
    4 days ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for... 
    Private client

    Confidential

    Portland, OR
    1 day ago
  • $125k - $200k

     ...focused exclusively on estate planning, trust administration, and private client advisory work. Our attorneys handle sophisticated matters for...  ...Work directly with high net worth clients and their advisors to deliver practical, high-quality planning solutions Qualifications... 
    Private client
    Local area
    Flexible hours

    Jobot

    Portland, OR
    3 days ago
  •  ...The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective... 
    Private client
    Work at office
    3 days per week

    Risk Strategies

    Portland, OR
    2 days ago
  • $26 - $31 per hour

     ...written. Professionally interact with all levels of staff, clients, and vendors. Apply lessons learned to future tasks and challenges...  ...resource management. We assist government agencies, NGOs, and private clients with environmental problem solving, planning, and... 
    Private client
    Hourly pay
    Full time
    Part time
    For contractors
    Work experience placement
    Work at office

    Stillwater Sciences

    Portland, OR
    11 hours ago
  •  ...J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have... 
    Private client

    TwinThread LLC

    Vancouver, WA
    4 days ago
  • $80k - $120k

     ...Extensive experience providing site design for a broad range of private development that includes corporate office, multifamily, urban,...  ...through construction for both private and public sector clients. Responsibilities: Lead and perform civil site development... 
    Private client
    Work at office
    Local area

    Jobot

    Fairview, OR
    2 days ago
  •  ...for its collaborative culture, innovative designs, and commitment to delivering exceptional solutions for both public and private sector clients. With expertise spanning land development, transportation, water resources, municipal, and environmental engineering, this... 
    Private client
    Flexible hours

    gpac

    Portland, OR
    1 day ago
  • $160k - $230k

     ...resources, stormwater, infrastructure, environmental planning and permitting, and program management. BC serves both municipal and private sector clients throughout the US. Program Management Director BC is seeking a Program Management Director to lead large, high‑profile... 
    Private client
    Full time
    Temporary work

    Brown and Caldwell

    Portland, OR
    2 days ago
  •  ...planning projects for federal, state, local, tribal, and private clientele. DJ&A's Civil Engineering & Design (CE&D)...  ...site development projects while serving as a trusted advisor to long-standing and emerging clients. The ideal candidate enjoys owning projects, values... 
    Private client
    Work at office
    Local area
    Flexible hours

    DJ&A PC

    Vancouver, WA
    6 days ago
  • $179.85k - $340.97k

     ...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions...  ...-market companies in a variety of industriesWork alongside private equity firms, strategic clients and investment banks to perform... 
    Private client
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    Portland, OR
    11 hours ago
  •  ...We are looking for a driven and curious, client-focused Wastewater and Civil Infrastructure Project Manager in the Puget Sound Region...  ...large civil infrastructure projects or programs for public and private clients Self-motivation, team-oriented work practices, strong... 
    Private client
    Work at office

    Jacobs

    Portland, OR
    1 day ago
  •  ...We're seeking mid-level design engineers with a broad background in environmental site remediation for federal and global private sector clients. Based anywhere in the United States, you'll work with other scientists, engineers, subject matter experts, and project... 
    Private client
    For contractors
    For subcontractor
    Work at office
    Remote work

    Jacobs

    Portland, OR
    2 days ago
  • $147.4k - $336.8k

     ...of a dedicated team focused on the tax aspects of corporate and private equity acquisitions, dispositions, restructurings and capital...  ...Transaction Tax, you will support corporate and private capital markets clients through tax diligence and transaction advisory. You will drive... 
    Private client
    Summer holiday
    Flexible hours

    EY

    Portland, OR
    18 hours ago
  •  ...our customers' expectations and executing with distinction. Our clients trust their toughest projects with our integrated teams,...  ...-build energy-efficient solutions in the built environment for private and public sector clients People love to work at MacDonald-Miller... 
    Private client
    For contractors

    MacDonald-Miller

    Portland, OR
    11 hours ago
  • $195k - $285k

     ...established over 45 years ago. Our core business is providing discretionary investment management services to both institutions and private clients across the US, UK, Europe, Canada, Australia, Asia and the Middle East. The Opportunity: This is an exciting opportunity for a... 
    Private client
    Work at office
    Work from home

    Fisher Investments Careers

    Portland, OR
    2 days ago
  •  ...Design, Training Support, and much more! We tailor our services to meet the specific needs of our Civilian, Defense, and Private-Industry clients. Our processes are catered to guarantee our customers the confidence that we are continually measuring and improving upon... 
    Private client
    Work at office

    INFINISOURCE CONSULTING SOLUTIONS

    Vancouver, WA
    3 days ago
  •  ...lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. We provide our producers with collaborating, local and national resources, with an innovative approach to support... 
    Private client
    Local area

    EPIC Insurance Brokers & Consultants

    Portland, OR
    4 days ago
  • $134.86k - $196.13k

     ...sustainable resource management. Collaborate with government agencies, research institutions, conservation organizations, and private-sector clients to provide technical expertise and strategic recommendations. Apply statistical modeling, GIS, and biological monitoring... 
    Private client
    Local area
    Visa sponsorship

    WeBuildIdaho.org

    Portland, OR
    1 day ago
  •  ...-Home Caregiver Location: Vancouver, WA Work Setting: Client Homes (On-Site) Employement Type: W2 Schedule Options:...  ...provide non-clinical, in-home care to health plan members and private clients in your area. If you're passionate about making a real... 
    Private client
    Daily paid
    Contract work
    Part time
    Currently hiring
    Shift work

    Sharecare

    Vancouver, WA
    1 day ago
  •  ...of geologists, environmental engineers, and scientists to grow client relationships though technical and project execution, sales, and...  ..., international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems... 
    Private client
    For contractors
    Work at office

    Geosyntec Consultants

    Portland, OR
    5 days ago
  •  ...U.S. Bank is seeking a PWM Private Wealth Advisor in Portland, OR to retain and grow high-net-worth relationships. The role involves leading a...  ...team of Banking, Trust and Investment professionals to meet client needs and deliver comprehensive wealth management counsel. The... 

    U.S. Bank

    Portland, OR
    33 minutes ago
  • $100k - $175k

     ...infrastructure consulting firm, partnering with clients to solve the world’s most complex...  ...technical resource may serve as technical advisor for team Provides specialized technical...  .... Our teams partner with public- and private-sector clients to create innovative, sustainable... 
    Private client
    Local area
    Worldwide
    Flexible hours

    AECOM

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!