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 (Hybrid)

U.S. Bancorp

U.S. Bancorp is seeking a Financial Advisor in Portland, Oregon. This role focuses on retaining and growing high net worth client relationships through a team of Banking, Trust, and Investment professionals. The ideal candidate has extensive experience in wealth management, excels in relationship management, and possesses strong analytical skills. The job offers a hybrid working model with competitive pay and comprehensive benefits. #J-18808-Ljbffr U.S. Bancorp

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor for HNW Clients (Hybrid) in Portland, OR vacancy
  •  ...skilled professional to manage high net worth client relationships. The role involves building...  ...and requires extensive experience in wealth management. Candidates should possess...  ...skills, along with a bachelor's degree. This hybrid position offers flexibility with... 
    Senior
    Private
    High net worth

    U.S. Bank

    Portland, OR
    23 hours ago
  • Aldrich Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients...  ...delivering operational service in partnership with advisors. The ideal candidate has 5+ years of client service... 
    Senior
    High net worth
    Work at office

    Aldrich Wealth LP

    Lake Oswego, OR
    1 day ago
  • $75k - $105k

    Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client...  .... The ideal candidate has experience in client service within wealth management, especially with high-net-worth clients, and... 
    Senior
    High net worth
    Work at office

    Aldrich

    Lake Oswego, OR
    4 days ago
  • $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... 
    Senior
    Work at office
    Remote work

    Merceradvisors

    Portland, OR
    2 days ago
  •  ...prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-...  ...strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold... 
    High net worth
    Work at office
    3 days per week

    Risk Strategies Company

    Portland, OR
    23 hours ago
  •  ...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
    4 days ago
  • $119.77k - $140.9k

     ...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do...  ...to large size high net worth client relationships. Builds a team of...  ...expert capable of handling complex wealth and relationship management...  ...such as CFA or CFP This role is hybrid. Team members who are in a... 
    Private
    High net worth
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    Portland, OR
    1 day ago
  •  ...Portland, Oregon, is seeking an Associate Wealth Advisor to join their planning-centric team....  ...closely with Wealth Advisors to enhance client relationships and participate actively in...  ...services experience. The role offers a hybrid work schedule and a comprehensive benefits... 

    Focus Financial Partners

    Portland, OR
    23 hours 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
    14 hours ago
  • $119.77k - $140.9k

     ...growth of medium to large size high net worth client relationships. Builds a team of Banking,...  ...expert capable of handling complex wealth and relationship management issues, providing...  ...such as CFA or CFP This role is hybrid. Team members who are in a hybrid role typically... 
    Private
    High net worth
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Portland, OR
    1 day ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management... 
    Private

    JPMorgan Chase & Co.

    Beaverton, OR
    3 days ago
  •  ...Capital Management, Inc. in Portland is seeking an experienced Wealth Planner to join our established team serving high-net-worth individuals...  ...role involves collaborating with talented planners and managing client relationships. The ideal candidate will have 2-5+ years of... 
    Senior
    High net worth

    Becker Capital Management, Inc

    Portland, OR
    4 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
    3 days ago
  • $70k - $100k

     ...independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal...  ...achieve the business goals of the company. GLDR #LI-Hybrid #LI-AG1 Why USI? With approximately $3 billion in... 
    Senior
    High net worth
    Temporary work
    Local area
    Flexible hours

    USI Insurance Services

    Portland, OR
    23 hours 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
    2 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
  • $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...  ...clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years... 
    Senior

    Coldstream

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

    Overview Backed by private equity from people-focused...  ...Role We are looking for a Senior Tax Manager for our...  ...9, 1041) tax matters & client relations, you’ll manage...  ...service. As their trusted advisor, you’ll tackle complex...  ..., WA offices, with hybrid flexibility. What We Offer... 
    Senior
    Private
    High net worth
    Work experience placement
    Internship
    Flexible hours

    Ascend

    Vancouver, WA
    23 hours ago
  •  ...Manager to oversee a team and provide tax consulting services to clients. The ideal candidate will have a Bachelor's degree in...  ...strategic tax advice, and ensuring compliance. This position offers a hybrid work model and competitive benefits, making it a great opportunity... 
    Remote job

    Aprio

    Portland, OR
    2 days 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
    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
    23 hours ago
  • $81.52k - $95.9k

    U.S. Bank is looking for Private Wealth Management Analysts in Portland, Oregon. The role involves managing high net worth client relationships and developing strategies for client retention and growth. Candidates should have a Bachelor's degree and up to three years of... 
    Private
    High net worth

    U.S. Bank

    Portland, OR
    1 day ago
  • $36.05 - $45.67 per hour

     ...professional and detail-oriented Client Services Specialist or Senior Client Services Specialist...  .... Why Aldrich Wealth Aldrich Wealth is an independent...  ...registered investment advisor (RIA) where talented professionals...  ..., 8 AM - 5 PM. This is a hybrid position where you must be... 
    Senior
    High net worth
    Hourly pay
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    2 days per week

    Aldrich

    Lake Oswego, OR
    1 day 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
    1 day ago
  • $75k - $105k

     ...professional and detail-oriented Senior Client Services Specialist, Family...  ...service in partnership with advisors and senior team members. The...  ...paced environment. Why Aldrich Wealth Aldrich Wealth is a dynamic,...  ...in one of our local offices, hybrid or fully remote in the... 
    Senior
    High net worth
    16 hours
    Full time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Aldrich

    Lake Oswego, OR
    3 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
    23 hours ago
  •  ...About the Role Lead multiple client engagements across corporate,...  ...(1120, 1120S, 1065, 1040 HNW) Manage client deliverables,...  ...Supervise and mentor tax staff, seniors, and managers across multiple...  ...Experience with high-growth clients, private equity-backed companies, or... 
    Senior
    Private
    High net worth
    Remote job

    Solid Rock Recruiting LLC

    Portland, OR
    23 days ago
  • Job Description Insight Global is seeking a Senior Accountant (GL-focused) for a top healthcare services client undergoing a significant finance transformation. This...  ...about how we collect, keep, and process your private information, please review Insight Global's Workforce... 
    Senior
    Private
    Contract work
    Interim role
    Flexible hours
    Shift work

    Insight Global

    Vancouver, WA
    4 days ago
  • $87.4k - $123.4k

     ...achieve financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In...  ...state or local law. ***For remote and hybrid positions you will be required to provide reliable... 
    Private
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Retirement

    Portland, OR
    5 days ago

Do you want to receive more vacancies?

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