Wealth Investment Consultant — Grow Client Portfolios
$71.4k - $84kU.S. Bancorp
U.S. Bancorp is seeking an Investment Consultant in Gresham, Oregon. This role provides advanced investment education and advice for clients with investable assets between $25,000 and $250,000. You will analyze client needs, develop personalized financial relationships, and collaborate with internal partners to uncover investment opportunities. Qualifications include a bachelor's degree or equivalent experience, FINRA Series 7, and 1-2 years in financial sales. The position offers a competitive salary between $71,400 and $84,000, along with comprehensive benefits. #J-18808-Ljbffr U.S. Bancorp
- U.S. Bank is looking for an Investment Consultant in Gresham, Oregon. This role focuses on providing advanced investment advice for clients with investable assets between $25,000 and $250,000. Successful candidates will have strong analytical skills, sales experience, and...Suggested
$160k - $200k
...Are you passionate about investing, building meaningful client relationships, and collaboration... ...is seeking an experienced Portfolio Manager to join its NE... ..., independently-operated wealth management firm that's been... ...to the company. As we grow, we continue to cultivate...SuggestedTemporary workWork at officeRemote work3 days per week- A leading global investment manager in Portland, Oregon is seeking a skilled Portfolio Manager to drive investment decisions and nurture client relationships. This role focuses on managing client portfolios and ensuring compliance, requiring a strong background in finance...Suggested
- ...Portfolio Manager Dext Capital is a national, innovative financial services company headquartered in the Portland Metro area. Dext offers... .... Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest and a best place to work award...Suggested
- A leading financial services firm is seeking Financial Advisors to help clients through personalized financial planning. This role involves building a client base, presenting financial solutions, and taking ownership of your business. Candidates should have a strong sales...Suggested
- ...an experienced Automotive Floorplan Territory Manager to develop and manage a portfolio of automotive dealerships in Portland, OR. This pivotal role involves driving sales, managing client relationships, and overseeing account servicing. Candidates need a strong understanding...Remote work
$21.68 - $26.5 per hour
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...at from Day One. Location 300 E Powell, Gresham, OR 97030 Client Relationship Consultant - Responsibilities Build and maintain relationships with...Temporary work- Campbell Global is a leading global investment manager focused on forestland. We are widely... ...investment manager focused on forestland. As a Portfolio Manager at Campbell Global, you're not... ..., you're nurturing growth - both in our client portfolios and in our approach to...Contract workWork experience placementWorldwide
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...small businesses, nonprofits and cities grow, delivering solutions to solve all their... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills...Flexible hours
$25k
## Wealth Management Investment Consultant, Advisory ServicesApplylocations: Gresham, ORtime type: Full timeposted... ...the communities we support to grow and succeed. We believe it takes all... ...education and advice as it works with clients who typically have between $25,000 and...Temporary workWork experience placementWork at officeLocal area- Callan in Portland is looking for a Performance Analyst to join their Client Report Services team. This role involves calculating and verifying portfolio returns and producing investment measurement reports for institutional investors. The ideal candidate will have a degree...
- ...interrelated transitions in the energy industry. About the role We are looking for a Product Portfolio Manager to define and drive the long‑term strategy of a diverse and growing portfolio of digital solutions for critical energy infrastructure. The role is critical to...Temporary workWork experience placementFlexible hours
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to deliver personalized financial guidance and contribute to AI systems... ...candidates have 3+ years of experience, strong financial planning, and client management skills. You will work on next-generation AI solutions...Remote jobHourly payFor contractors- ...financial advisor roles. This position emphasizes building long-term client relationships while providing advice that ensures financial... ...financial advisor, you'll work closely with clients to help them grow and protect their financial well-being and enjoy a fulfilling...
- ...Senior Commercial Banking Portfolio Manager for clients with annual revenue of $10... ...requirements Collaborate and consult with Commercial Banking... ...outside activities or personal investing; affected employees will... ...Investment Banking, and Wealth & Investment Management....Full timeWork experience placementWork at office
$86.36k - $101.6k
...and enabling the communities we support to grow and succeed. We believe it takes all of... ...discussion involving complex or sensitive client scenarios Serve as a key resource for... ...by partnering with Relationship Managers, Portfolio Managers, and Credit teams to advise on documentation...Temporary workWork experience placementLocal area3 days per week$55k - $75k
...is reliable and self‑motivated. About the role Primarily responsible for the delivery of day‑to‑day services to the property. The Portfolio Manager ensures that monthly board packets and financial statements are prepared and submitted to the Board of Directors in...Contract work$55k - $75k
Kin Living Condo LLC is hiring a Portfolio Manager in Portland, Oregon, to oversee day-to-day services for high-end condominiums. The position involves providing customer support, managing budget performance, and preparing Board packets and financial statements. The ideal...$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional... ...experience for our impact-focused investment clients across the country. This position... ...), project management software (Asana), portfolio management systems (Black Diamond), and...Work at officeHome office$80k - $130k
...States with high-net-worth clients living in the UK? Come join... ...our firm as an International Investment Counselor to service a roster... ...will partner with our internal portfolio decision-makers, auxiliary... ...service * A thoughtful consultative approach with an emphasis on...Work experience placementWork at officeWork from home$75.82k - $89.2k
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared... ...existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of...Full timeTemporary workWork experience placementLocal area- Koitecc Solutions in Portland, Oregon, is seeking a Relationship Banker to enhance client experiences and manage relationships effectively. The role includes utilizing innovative banking solutions and financial technology while prioritizing client satisfaction and retention...
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career with opportunities to learn, grow, and make an impact. This job is responsible... ...experts in small business, lending, and investments Manages financial center traffic,...Work at officeShift workWeekend workDay shift
- Columbia Bank seeks an individual to provide exceptional client service and manage financial accounts. This role involves engaging clients in financial reviews to identify needs, and opening both consumer and business accounts. The ideal candidate has a High School Diploma...
$71k - $125k
...commitments. This includes sales team support, client due diligence and managing the credit... ...completed accurately. Perform annual portfolio data integrity reviews to ensure systems... ...accessible leaders, and opportunities to grow in your position and your career. For 200...Interim roleWork at officeFlexible hours- Bluestone Real Estate Services in Portland, Oregon, is seeking a full-time Assistant Association Portfolio Manager to support the Portfolio Manager in day-to-day operations. The role involves ensuring properties operate efficiently, maintaining positive owner relations,...Full timeWork at officeFlexible hours
- Bluestone Real Estate Services invites applications for a full‑time Assistant Association Portfolio Management position. Bluestone Real Estate is a leading association management company dedicated to providing exceptional service and enhancing the living experiences of...Full timeFor contractorsWork at officeLocal areaImmediate startMonday to FridayAfternoon shift
$15 per hour
...company and how we deliver for our clients, teammates, communities, and... ...and experiences and invest heavily in our teammates and... ...with opportunities to learn, grow and make an impact, along with... ...also provides training beyond portfolios and investment strategies. You...Work at officeImmediate startShift workDay shift$90k - $110k
...About Wealth Enhancement Wealth Enhancement is... ...enriching the lives of our clients. We continually seek... ...financial plans and investment management services to... ...140 offices - and growing - nationwide. Since... ...an established client portfolio, as the current advisor...Full timeTemporary workWork at officeFlexible hours
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