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 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
- RPMGlobal is seeking a Bonneville Power Administration Client Team Leader in Portland, Oregon. This role is pivotal for senior-level ownership of the BPA relationship, focusing on market growth in Oregon and Washington. The successful candidate will integrate strategic...Senior
$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- ..., 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
- 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
- ...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
- ...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
- ...Financial Consulting teams in a hybrid role. This position supports client engagements across the United States with a minimum in-office presence. You will lead projects, mentor staff, and contribute to growth through proposals and knowledge development. The ideal candidate...SeniorWork at office
$144k - $236k
...seeking a Strategic Business Consultant to lead daily operations of a client-oriented team. This role is responsible for developing client strategies, conducting business assessments, and fostering team growth. The ideal candidate will possess strong skills in organizational...- 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...
- ...Manager to lead day-to-day operations. The role involves fostering a client-centric and risk culture, ensuring operational excellence while... ...position offers a competitive salary and benefits, promoting professional growth and community impact. #J-18808-Ljbffr Bank of America
$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- ...strategic professional to join their Pursuits Team, supporting revenue growth through compelling proposals and marketing materials. The ideal... ...in legal marketing, collaborating closely with teams to enhance client value and operational efficiencies. This role requires strong...Work at office
$85k - $145k
Mercer Advisors is searching for a Wealth Advisor in Portland, Oregon to deepen relationships with clients and grow their practice. The ideal candidate will have 7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work,...SeniorWork at officeRemote work- Mercer Advisors is hiring a Wealth Advisor to deepen relationships with an established client base and organically grow through referrals, supported by our in-house experts in portfolio management, planning, tax and estate services. Our advisors focus on fiduciary client...Senior
- Exyte is seeking a Senior Business Development Manager for U.S. Strategic Accounts to drive growth at major semiconductor fabs. You will identify and develop high-value opportunities across key systems, enhancing Exentec's market position. The ideal candidate has 7+ years...Senior
- Multnomah Athletic Club in Portland, Oregon, seeks a Senior Membership Manager to lead the Membership Team and drive member growth and retention. You will oversee strategy, operations, analytics, and governance to deliver an exceptional member experience across the lifecycle...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
- ...California seeks a Sr. Manager, Program and Project Management for the Pharmacy team to lead accounts and sales support, driving membership growth and renewal for both fully insured and self-funded pharmacy programs. You will report to the Director, Pharmacy Services and guide...SeniorWork at office
- 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
- 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
- WSP is seeking a Senior Environmental Planner to join our expanding Pacific Northwest Environmental Impact Assessment and Permitting service group... ...documentation related to NEPA, SEPA, and manage client interactions. WSP provides a comprehensive benefits package...SeniorRemote job
$114k - $184.8k
...your ambition and empowers your growth At Corient, we help high-... ...enabling them to preserve their wealth for future generations, and... ...impacting HNW and UHNW clients. Identify, design, and deliver... ...planning service offering. Mentor planners and help drive their...Permanent employmentTemporary workWork at officeFlexible hours$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- Express Employment Professionals - Spokane is seeking a knowledgeable Wealth Management Advisor to help clients build and protect their financial futures in Beaverton, Oregon. You will assess goals, risk tolerance, and craft personalized investment strategies, providing...
- 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
- Milliman is seeking a seasoned Health Consulting Actuary to lead Employer Health Benefits engagements, manage large, complex client projects, and provide actuarial guidance on plan design, financials, and vendor management. The role requires 20+ years of health actuarial...SeniorWork at office
- ...three days a week and can be located at any Mercer US office. You will lead client engagements on health benefits, develop financial projections, guide analysts, and present findings to senior client teams. Required: BA/BS in actuarial science or related field, 15+ years...SeniorWork at office3 days per week
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