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Jobot

Tax Manager

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In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

U.S. Bancorp

Private Wealth Management Partner Private Wealth Advisor

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Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

US Bank

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OTHER

Lead and coordinate advisory team members supporting assigned relationships through effective delegation, review of work, coaching, and development, while maintaining accountability for the quality and timely completion of client work. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

Threadline Wealth

Wealth Advisor | Portland, OR

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In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Private Wealth Management Private Wealth Advisor

Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. 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.

Mariner

Senior Wealth Advisor

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As senior members of the advisory team, Senior Wealth Advisors also play an important role in developing the next generation of advisors, strengthening team and practice performance, building an established market presence, and generating new business through client relationships, centers of influence, and defined areas of expertise. Senior Wealth Advisors serve as primary advisors for the majority of their assigned relationships and are expected to anticipate client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external resources to deliver an exceptional client experience.

Senior Wealth Advisor | Portland, OR

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Columbia Banking System Inc

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items.

Associate Wealth Advisor (AWA)

Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.

LPL Financial Holdings Inc

Wealth Advisor - Mechanics Bank

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.

Aprio

Wealth Advisor

IRecruitee

Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.

Mercer Advisors

Partner, Senior Wealth Advisor

Columbia Bank

Umpqua Bank

If you have built a successful practice and are looking for stronger economics, greater autonomy, and a platform designed to support continued growth, Cross Financial offers an opportunity to elevate your business without sacrificing the client relationships you have worked hard to build. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique.

HOUR

Crete Professionals Alliance Llc

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Wealth Advisor - Banner Bank

PWM Private Wealth Advisor

LPL Financial Services

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor - Portland, OR

WMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Wealth Advisor Jobs in Oregon

Tax Manager Jobot

Private Wealth Management Partner Private Wealth Advisor U.S. Bancorp

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Private Wealth Management Partner Private Wealth Advisor US Bank

Wealth Advisor | Portland, OR Threadline Wealth

Private Wealth Management Private Wealth Advisor US Bank

Senior Wealth Advisor Mariner

Senior Wealth Advisor | Portland, OR Threadline Wealth

Senior Wealth Advisor Columbia Banking System Inc

Associate Wealth Advisor (AWA) Mariner

Wealth Advisor - Mechanics Bank LPL Financial Holdings Inc

Wealth Advisor Aprio

Partner, Senior Wealth Advisor Mercer Advisors

Senior Wealth Advisor Columbia Bank

Senior Wealth Advisor Crete Professionals Alliance Llc

Wealth Advisor - Banner Bank LPL Financial Holdings Inc

PWM Private Wealth Advisor US Bank

Wealth Advisor - Mechanics Bank LPL Financial Services

Wealth Management Advisor - Portland, OR Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor - Portland, OR U.S. Bancorp

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