Average salary: $72,288 /yearly
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- ...Location: 271 SW Broadway, Estacada Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the...SuggestedBank staffWork at officeFlexible hoursNight shift
Key Bank
Estacada, OR6 days ago $55k
...Private Client Advisor Location: 1217 Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts...SuggestedTemporary workBank staffWork at officeFlexible hoursNight shiftKeyCorp
Medford, OR4 days ago- ...Medium is seeking motivated individuals to conduct virtual consultations and manage lasting client relationships while completing administrative tasks. The role emphasizes characteristics like dependability and competitiveness. Employees enjoy incentives such as a...SuggestedWeekly payRemote workWork from home
Medium
Oregon City, OR3 days ago - AO Garcia Agency in Gresham, Oregon, is seeking motivated individuals for a client-focused role that offers flexibility and a chance to work from home. Responsibilities include performing virtual consultations, understanding client needs, and maintaining relationships...SuggestedRemote workWork from homeFlexible hours
AO Garcia Agency
Gresham, OR6 days ago $65k - $85k
...Client Account Manager Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review....SuggestedTemporary workLocal areaFlexible hoursUSI Insurance Services
Portland, OR4 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...SuggestedUSI Insurance Services
Portland, OR1 day 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...SuggestedTemporary workLocal areaFlexible hoursUSI Insurance Services
Portland, OR2 days ago- ...is seeking motivated individuals looking to enhance their income through a flexible work schedule. The role involves speaking with clients who have already expressed interest in benefit options, guiding them through simple choices, and assisting with setup. With remote...SuggestedRemote workFlexible hours
Medium
Portland, OR2 days ago $21 - $26 per hour
...Client Advisor Louis Vuitton is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. As a Client Advisor, you will be an ambassador of the Brand, ensuring...SuggestedHourly payTemporary workPart timeLocal area- ...U.S. Bank in Troutdale, Oregon is seeking Client Relationship Consultants to build and foster customer relationships across various channels. You will engage with clients and provide tailored banking solutions, requiring at least three years of retail banking experience...Suggested
U.S. Bank
Troutdale, OR1 day ago - At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
JPMorgan Chase Bank, N.A.
Oregon City, OR3 days ago - ...Bank of America is hiring for a client-focused role in Portland, Oregon, where you will serve as a primary contact for clients. Responsibilities include deepening relationships, assisting with transactions, and connecting clients to specialists. This position requires...Suggested
Bank of America
Portland, OR1 day ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad...Suggested
Chase
Portland, OR4 days ago - ...U.S. Bank is seeking a Client Relationship Consultant in West Linn, Oregon, to engage customers across various channels and provide financial guidance. The role involves building client relationships, educating clients about banking products, and opening new accounts....Suggested
U.S. Bank
West Linn, OR1 day ago - ...U.S. Bank in Corvallis is seeking a Client Relationship Consultant who will build relationships with customers through various channels and provide tailored financial solutions. Candidates should have a high school diploma and 3-4 years of retail banking experience. The...Suggested
U.S. Bank
Corvallis, OR1 day ago - A leading financial institution in Woodburn is seeking a dynamic Personal Banker who excels in building strong client relationships and achieving sales goals. This role requires engaging with clients to assess their financial needs, opening accounts, and providing tailored...Hourly pay
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
Zuzick Organization of Globe Life
Eugene, OR2 days ago - ...Insurance Brokerage, Inc., located in Portland, is seeking a Private Client Relationship Manager to build cohesive relationships with high-... ...to meet their unique insurance needs, and serving as a key advisor. Candidates should have 5-7 years of experience in personal...Work at office3 days per week
- Zoetis, Inc is seeking a Platinum Client Success Advisor to deliver exceptional service to clients and veterinarians. The ideal candidate will apply critical thinking and problem-solving skills to offer supplement recommendations and communicate complex nutritional advice...
$21 - $26 per hour
A luxury retail brand in Portland is looking for a Client Advisor to create memorable experiences for clients. Ideal candidates are customer-focused individuals with retail experience in high-end environments. Responsibilities include achieving sales goals, advising clients...Hourly pay- JPMorgan Chase & Co. is seeking a Private Client Advisor in Oregon City to provide comprehensive financial planning and personalized investment solutions. The role requires at least 2 years of financial advisory experience, a valid Series 7, and a Series 66 license. Candidates...
- A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years...
- A financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing investment solutions and leading financial wellness initiatives. The Advisor will build strong partnerships with Retail Branch...
- JPMorgan Chase in Portland, Oregon, is seeking a Financial Advisor to develop personalized investment solutions while fostering a culture... ...Series 66, and insurance licenses), and demonstrate success in client relationship management. The position comes with a competitive...
- Bank of America in West Linn, Oregon is looking for individuals to engage clients in helping them navigate their banking needs effectively. You’ll process cash transactions, assist clients with our self-service resources, and connect them to the financial solutions that...Weekend work
- A national financial institution is seeking a Private Client Advisor in Estacada, Oregon. The role focuses on providing investment services to Mass Affluent clients, requiring strong sales capabilities and the ability to build relationships with both clients and Branch...Flexible hours
$28 - $44 per hour
...Considered All US locations in Pacific time zone (California, Washington, Nevada, Oregon, Idaho). Role Description Platinum Client Success Advisors provide exceptional service, advisement and order‑taking to clients and veterinarians that call, email, and text Platinum...Hourly pay- ...Full Time IWC Client Advisor Join our brand new IWC Schaffhausen Boutique team in our store in downtown Portland, OR. This store is owned and operated by Ben Bridge Jeweler with an IWC branded storefront and exclusively sells IWC timepieces. As a Client Advisor, you...Hourly payFull timeFlexible hours
- Sales Executive Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the ...Local area
Squaremouth
Lake Oswego, OR4 days ago - ...Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients interested in life and financial protection coverage. This role will guide clients through understanding their options while building strong relationships. Responsibilities include reaching...Remote work
Unlock Potential 360
Troutdale, OR4 days ago
