Senior Wealth Planner & Client Growth Leader
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a values-driven culture in Portland, OR. You will lead client engagements, design financial plans, and present tailored recommendations to optimize clients’ financial futures. The role emphasizes base salary with performance-based compensation, ongoing relationship development, and a commitment to doing what’s best for clients while #J-18808-Ljbffr Edelman Financial Engines, LLC
- ...looking for an experienced candidate with a CPA designation to manage client portfolios and lead teams. The ideal applicant will have strong... ...initiatives. This role promises opportunity for professional growth and a strong team-oriented environment. #J-18808-Ljbffr Rinvio...Senior
- Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform technical analyses, and develop comprehensive planning strategies to address trust, estate, wealth...Senior
- Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison...SeniorLocal area
- ..., LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-... ...private businesses, partnering with senior leadership to deliver strategic... ...emphasizes mentoring staff, developing new client relationships, and driving growth while maintaining the highest...Suggested
- ...world's most sophisticated clients using leading... ...At Northern Trust, our Wealth Strategist position is... ...sales role to support our growth. Wealth Strategists are... ...executive role. As a senior member of the Northern... ...will actively engage as a leader for local civic and philanthropic...SeniorLocal areaFlexible hours
- ...professional to manage a portfolio of large client accounts (5,000+ employees) in the... ...trusted advisor relationships, drive revenue growth, and partner across Marsh teams to... ...tailored solutions. Collaboration with senior leaders and a mindset toward AI-enabled tools are...SeniorWork at office3 days per week
- Banner Bank is seeking a Senior Commercial Relationship Manager in Portland, OR to drive... ...credits, and present structured solutions to clients. You will build strong partnerships,... ...regulatory requirements while supporting growth strategies in local markets. #J-18808-Ljbffr...SeniorLocal area
- ...a Top 20 CPA and advisory firm, seeks a Senior Manager for the Assurance team in a hybrid... ...engagements, communicate with partners and clients, and market services to drive new... ...a plus. Aprio offers a dynamic culture, growth opportunities, and a comprehensive benefits...SeniorRemote jobFlexible hours
- ...Business Development Professional and Senior Project Manager for the Mountain Region. You will lead mining-focused growth, manage major client accounts, and drive cross-disciplinary... ...footprint while coordinating with regional leaders and regulatory considerations. #J-1880...Senior
- Aquent seeks a Strategic Planner to shape the Youth Business strategy and broader youth... ...Leadership team to identify priorities, define growth opportunities, and translate insights... ..., business acumen, and clear communication to influence senior leaders. #J-18808-Ljbffr AquentSenior
- CFO Selections in Portland, OR is seeking an Oregon Market Leader to drive the state strategy across all brands and services... ...development, manage consulting teams, and oversee client satisfaction and growth in the Oregon SW Washington region. The role requires strong...
- Deschutes Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory...SeniorWork at officeRemote work
- Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance. You will lead client meetings and coordinate with portfolio management...SeniorWork at office
$85k - $110k
LeoForce in Vancouver, WA is seeking a Tax Senior to join our hybrid team. The role focuses... ...proactive planning for high-net-worth clients and real estate investors. We offer a collaborative... ...$110,000 depending on experience, with growth opportunities and firm-wide benefits. #J...SeniorWork at office- David Evans and Associates, Inc. seeks a Power Market Leader to drive regional market strategy for Power, lead client relationships, and expand opportunities in Seattle, WA or Portland, OR. The role demands a seasoned leader with a proven track record in business development...Senior
- WestLand, a Trinity Consultants Team, is seeking a Principal Consultant in Portland, Oregon. This senior‑level role focuses on expanding our natural resources program by building client relationships and leading projects in diverse markets. The ideal candidate will have 12+...Senior
- Ridwell is seeking a Senior Manager of Acquisition Marketing to scale its paid acquisition engine and drive growth across channels. You will own Meta advertising, build a multi-channel strategy, and lead a pipeline for UGC/creator content while collaborating with lifecycle...Senior
- CEVA Logistics seeks a Senior Ground Product Manager to provide strategic direction and operational leadership for its ground transportation... ...drive end-to-end service delivery, financial performance, and growth across multiple facilities and customer contracts. This role...Senior
- Aprio, LLP is seeking a Senior Tax Associate to join its Tax team in Oregon. You will work with federal tax planning, consulting, and compliance for diverse clients and oversee timely tax return preparation. The role requires 3-5 years of public accounting tax experience...SeniorRemote job
- EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the Vancouver region. You will lead plan development, client meetings, and collaborative efforts across the planning team...Senior
- Arboreal Management is seeking a Senior Portfolio Manager to oversee a Portland metro portfolio. You will drive financial performance, mentor on-site teams, and shape Arboreal’s growth while delivering exceptional resident experiences. Lead operations across multiple properties...Senior
$177k - $300k
...through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every... ...for Advisor teams who are interested in wealth planning services to address their high- and ultra...Full timeWork experience placementLocal areaWork from homeShift workDay shift- IMA Financial Group, Inc. is searching for a leader skilled in the insurance industry to manage workflows, enhance customer service, and... ...team development. The role includes maintaining positive client relationships and accountability for results. With responsibilities...
- A leading integrated design firm is seeking a National Mission Critical Client Leader in Portland, Oregon. This role emphasizes cultivating client relationships, driving project success, and overseeing financial performance. The ideal candidate will have a bachelor's degree...Work at officeRemote work
- David Evans and Associates, Inc. (DEA) is seeking a Survey and Geomatics Client Team Leader in Portland, Oregon, to drive client growth and lead strategic pursuits for the Survey and Geomatics practice. You’ll partner with technical and business development teams to identify...
$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... .... Deloitte is seeking a Senior Consultant to join Tech Strategy... ...that support profitabiltity, growth, and enterprise value creation... ...entry-level employees to senior leaders, we believe there’s always...SeniorContract workLocal areaVisa sponsorship- ...Join Banner Bank as a Senior Commercial Relationship Manager in Lake Oswego, Oregon. This role is pivotal in driving growth by establishing partnerships with complex commercial clients and mentoring less experienced staff. With a focus on strategic business development...Senior
- ...Group Benefits Consultant to lead and support engagements, manage client relationships, and deliver strategic guidance on plan design and... ...domain knowledge, client management, and the ability to drive growth while collaborating with actuaries, consultants and #J-18808-Ljbffr...SeniorRemote work
- Mercer is seeking a Senior Health Actuary to join our Actuarial and Financial Group (AFG) within Mercer’s Health practice. The location... ...is open, with a hybrid model that supports collaboration across client sites and offices. You will lead engagements, review client reports...Senior
$98k - $110k
...-impact projects, meeting our clients where they are to uncover business... ...including:* Business and Growth Strategy Development* Financial... ...services to life. We are trusted by leaders across the Global 1000, many... ...base salary pay range for Senior Consultant in Silicon Valley and...Temporary workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Client Growth Leader. Be the first to apply!
- operations planner Portland, OR
- transportation planner Portland, OR
- retail planner Portland, OR
- production planning specialist Portland, OR
- resource planner Portland, OR
- planner Portland, OR
- airport planner Portland, OR
- party planner Portland, OR
- travel planner Portland, OR
- environmental planner Portland, OR

