Affluent Wealth Manager | NMLS-Licensed Banker
U.S. Bank
U.S. Bank is seeking an experienced Wealth Management Banker in Portland, OR to deliver a comprehensive affluent client experience. You will coordinate with mortgage, small business banking and trust services to offer a full spectrum of products and solutions. The role emphasizes proactive client outreach, relationship growth and high-quality advisory service. The ideal candidate has 5+ years in wealth management or senior financial services and possesses strong relationship management, sales, #J-18808-Ljbffr U.S. Bank
$98.28k - $120.12k
...you excel at—all from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client... .... This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...SuggestedTemporary workWork experience placementLocal area- .... As a Private Client Banker in Branch Banking, you... ...select group of Chase’s affluent clients as well as other... ...the Branch. You will manage their complete banking... ...if required) and Life licenses are required - or must... ...information available through NMLS, and any other...SuggestedFull timeImmediate startAfternoon shift
$20 - $24 per hour
...Full time JR103640 About the Role: The Personal Banker is responsible for delivering exceptional client experience... ...customers. ~ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that invests in you!...SuggestedFull timeLocal areaImmediate start- ...Chase in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, growing balances through a proactive,... ...banking or financial services, and compliance with licensing and regulatory requirements. #J-18808-Ljbffr JPMorgan...Suggested
- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...a lead role in acquiring, managing, and retaining meaningful... ...including 63 if required), and Life licenses are minimum requirements. All... ...information available through NMLS, and any other information...SuggestedImmediate startAfternoon shift
- Associate Relationship Banker - Lake Oswego Branch Location: Lake... ...operations, which may include managing cash devices such as the cash... ...available through NMLS, and other relevant factors.... ...also requires National Mortgage Licensing System and Registry (NMLS) registration...Afternoon shift
- ...Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality... ...long-lasting relationships with affluent clientsDeep knowledge of investment solutions... ...Series 65 or 66Life and Health Insurance License — all licenses must be obtained within...Full timeWork at officeFlexible hours
$126.81k - $154.99k
...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all... ...activities-This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeWork experience placementLocal area3 days per week$50 - $70 per hour
Software Asset ManagerOverviewSeeking an experienced Software Asset Manager to oversee software licensing compliance, audit readiness, and asset optimization across a large enterprise environment. This role focuses on managing software assets, reducing licensing risk, and...Contract workTemporary work$20.67 - $31.25 per hour
...businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...of current clients; effectively managing internal and external centers of influence... ...platforms and capabilities within Key (required)Licenses and CertificationsNotary License (...Hourly payDay shift$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial... .... This is an opportunity to work with affluent individuals, business owners, and trusted... ...customized banking, lending, and wealth management solutions backed by a collaborative team...- ...Relationship Banker Clackamas, Oregon **To proceed with your application, you must be at... ...small business, lending, and investments + Manages financial center traffic, appointments,... ...through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
$80k - $150k
...investment solutions. The Associate Relationship Manager (ARM) is at the center of this client... ...an in-depth knowledge of financial wealth management and brokerage investment advisory... ...services related experience (required)Licenses and CertificationsFINRA License S7 (required...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$22 - $30 per hour
Dick Hannah Insurance Agency seeks licensed insurance agents to join our team. You will sell auto, home, renters and more, using dealership leads for steady prospects and long-term client relationships. We offer a base pay $22-$30/hour plus 3-15% commission, with uncapped...- Weber Insurance Agency is seeking a Licensed Insurance Sales Representative in Oregon. We are a team-focused firm that values honesty, integrity, and client-centric service. The role involves building client relationships, assessing needs, and providing tailored insurance...Base plus commission
- ...Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client... ...requirements. The ideal candidate will have a Series 7 license and a proven track record managing significant assets. The firm...
- ...Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-... ...building long-lasting relationships with affluent clients. Deep knowledge of investment solutions... ...with both autonomy and accountability. Licenses & Certifications FINRA Series 7 and...Flexible hours
$199k - $256k
...The successful individual in this role will be responsible for managing intellectual property matters critical to the Company’s... ...for Eupraxia’s development programs and to support potential licensing transactions As required on a case-by-case basis, coordinate with...Contract workWork at officeWorldwide$90k - $95k
...Job Title: Property Manager Salary : $90,000 to $95,000 per year. A 20% housing discount is available! Schedule : Monday-Friday... ...rental lifecycle activities is required Real estate license is preferred or may be required in some locations Knowledge...Work at officeMonday to Friday$43k - $75k
...requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and... ...G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration...Full timeContract workPart timeLocal areaImmediate startDay shift$100.35k - $205k
..., Deloitte’s growing Private Wealth practice may be the right fit... ..., 2027Work You’ll DoAs a Tax Manager in our Private Wealth Tax practice... ...Wealth team serves ultra-affluent families, entrepreneurs,... ...following accreditations obtained:Licensed CPA in state of practice/...Private practiceWork at officeLocal areaVisa sponsorship- ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In... ...services, and digital tools to help them manage their finances with confidence. You... ...teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring...Full timeWork experience placementFlexible hours
- Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...
- ...products, mortgages and banking solutions, meeting with clients, and expanding client relationships. Candidates should have licenses, strong time management, and experience in client service. The bank offers in-office culture with flexible benefits and opportunities for...Work at officeFlexible hours
- ...Recruiting partners with a leading Western U.S. financial institution seeking a Private Banker to serve affluent clients and business owners with customized banking, lending, and wealth management solutions. You’ll build a portfolio, cultivate referral partnerships, and...
$23.5 - $28.5 per hour
The Relationship Banker II is a frontline financial partner (financial MDs) that is part... ...logically Demonstrated effective time management skills and the ability to work independently... ...Diploma or equivalent Certification/License: Notary preferred Location: Nimbus...Hourly payFull time- ...support. Interns will engage in various responsibilities such as networking, developing business strategies, and obtaining state licensing. The program provides performance-based earnings, learning incentives, and opportunities for professional growth. Students may also...Full timeInternshipFlexible hours
- Columbia Bank in Tualatin, OR is seeking a Personal Banker to deliver exceptional service and grow client relationships. You will identify... ...branch goals. Strong cash handling, lending knowledge, and NMLS readiness are required. #J-18808-Ljbffr Columbia Banking System
- ...accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, &... ...) Quotes rates, terms and programs for banking solutions Manages risk in every business, product and service transaction leveraging...Work at officeFlexible hoursShift workWeekend workDay shift
$120k - $170k
...integrated global real estate platform offering expertise in property management, investment management, development, and construction services... ...minimum of relevant experienceSPECIALIZED SKILLS:·Real Estate license required in specific markets, otherwise preferred. Industry...Full timeWork at officeLocal areaImmediate start
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