Average salary: $75,000 /yearly
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- ...Insurance - District 24 Farmers Insurance District 24 is seeking a high-caliber business leader to spearhead a new agency location in... ...as a key community stakeholder and trusted advisor to high-net-worth individuals and local businesses. Candidate Profile We are...High net worthContract workWork at officeLocal areaImmediate start
Farmers Insurance- District 7324
Beaverton, OR4 days ago - ...position that will require 3 days/week in our Portland office. Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements,...High net worthWork at office3 days per week
Risk Strategies
Portland, OR3 days ago - ...environment. Willingness to embrace and work with the latest legal technology and tools. Preferred Skills: Experience with high-net-worth divorce cases or complex custody matters. Mediation or collaborative law training. Familiarity with local family law...High net worthLocal areaRemote workFlexible hours
Rugged Law
Portland, OR2 days ago - ...Manager Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments... ...financial services or service sales experience, established high net worth referral network and strong community presence...High net worthTemporary workWork at officeLocal area
- ...opportunity. The Opportunity Lead a multi-billion dollar team of 8 Wealth Advisors in provide best in class service to high net worth and ultra high net worth clientele Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth...High net worthWork at officeLocal areaImmediate start
Leah Yosef International
Portland, OR17 hours ago - A leading advisory firm in Portland seeks a Tax Manager for its Private Wealth/High Net Worth team. This role involves delivering tax and business advisory services to small business clients and mentoring staff. The ideal candidate will have 5+ years of tax compliance...High net worthFlexible hours
$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...High net worth- ...Manager Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments... ...financial services or service sales experience, established high net worth referral network and strong community presence...High net worthTemporary workWork at officeLocal areaImmediate start
Chase
Portland, OR1 day ago - ...leading financial services firm in Portland is seeking a Client Associate to provide exceptional wealth management services to high-net-worth clients. The role involves ensuring a smooth onboarding process, supporting Financial Advisors, and delivering tailored financial...High net worthFull time
- ...financial institution is seeking a Sr. Wealth Strategist in Portland, OR, to drive business development and client relations for ultra high net worth individuals. Candidates should have over 10 years of experience in wealth management, along with a strong network of business...High net worth
- ...major giftsfrom individuals, foundations, and corporations. Strong understanding of philanthropic motivations and trends among high-net-worth individuals and institutions. Excellent written and verbal communication skills, with the ability to craft compelling proposals...High net worth
Western Seminary
Portland, OR1 day ago $66k - $123.1k
...to meet you if your professional track record includes these skills: ~3 plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations. ~ Ability...High net worthMinimum wageLocal areaNight shift- ...seeking an Experienced Tax Staff to join their Trust and Estate team. The role involves preparing fiduciary tax returns, supporting high-net-worth clients, and conducting tax compliance. Candidates should have a Bachelor's degree in Accounting or Business, CPA or EA...High net worthWork at office
- ...the firm's culture, platform, and support model. The ideal candidate for this role at the company will have a portable book of high-net-worth clientele and will be expected to have a strong industry presence. This includes representing the firm at various events and leveraging...High net worthRemote work
- ...This role demands a seasoned professional with a proven track record in securing six- and seven-figure gifts, particularly from high-net-worth individuals. The VP will be tasked with deepening and diversifying the funding base, serving as a key ambassador, and elevating...High net worthImmediate start
- ...record in nonprofit development, capable of deepening multi-dimensional relationships with institutional, corporate, and ultra-high-net-worth partners. The Vice President will also be responsible for creating high-touch stewardship models, overseeing the production of...High net worth
$50k - $60k
...development opportunities, etc. Responsibilities Manage and grow a mix of personal and commercial insurance accounts, including high-net-worth individuals and small to mid-sized businesses. Provide exceptional customer service by addressing client inquiries, processing...High net worth- ...team. The successful candidate will be responsible for leading new investor outreach, serving as the main point of contact for high-net-worth and institutional investors, and managing all aspects of the fundraising cycle and investor service. This includes subscription...High net worthRemote work
Confidential
Portland, OR17 hours ago - ...have a proven track record in nonprofit management, be adept at building and maintaining relationships with industry leaders, high-net-worth individuals, and corporate donors, and be committed to the Foundation's mission. A strong background in strategic planning, financial...High net worth
- ...Type Private Equity Firm About the Role The Company is seeking a Director of Tax with a focus on S Corp, Partnerships, High Net Worth Individuals, and Investments. This role is not a traditional Corp/Fed Tax position and requires a candidate with a strong...High net worthWork at office
- ...candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. Responsibilities include preparing client meeting materials, participating in client...High net worth
$90k
...following experience levels/credentials: ~2+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Experience working in one of or a combination of the following environments is preferred: Residential,...High net worthFull timeRelocationRelocation packageGavin de Becker & Associates
Portland, OR17 hours ago- ...responsible for leading the end-to-end process of creating resilient, high-design retreats in remote and coastal environments. This role... ...-caliber professional, comfortable working with ultra-high-net-worth individuals. Responsibilities include full-cycle execution of...High net worthRemote work
- ...a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: Analyze, review and compile tax return data. Prepare federal...High net worthFull timeWork at officeLocal area
Focus Partners Wealth
Gresham, OR4 days ago - ...Responsibilities Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Assist with Tax Planning and Projections. Conduct tax research & prepare...High net worthImmediate start
- ...Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales...High net worthWork at officeLocal area
USI Holdings Corporation
Portland, OR3 days ago $25 - $38.46 per hour
...in the best interests of Key’s clients and Key. **Education*** High School Diploma , GED, or equivalent experience (required) or* Bachelor... ....* Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial...High net worthHourly payWork experience placementDay shift$90k - $120k
...Demonstrated success in personal lines insurance sales and consultative, referral-based selling Experience working with affluent to high-net-worth households Working knowledge of agency management systems (AMS360 or similar) and carrier platforms Strong communication skills...High net worthWork at officeRemote workThe Partners Group
Portland, OR4 days ago$75k - $90k
...immediate termination. We provide: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider...High net worthImmediate start$50 per hour
...for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty... ...to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in...High net worthPermanent employmentPart timeWork at officeLocal areaImmediate startFlexible hoursJobot
Portland, OR1 day ago
