UNKNOWN

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To summarize, this internship will provide you with opportunities to:- Develop skills in wealth management- Work directly with experienced Financial Advisors- Build your professional network- Earn professional licensing Qualifications: Students must have completed at least sophomore year of college prior to June 2027Demonstrated strong academic performance and professional drive. 2027 Locations for Wealth Management Branch Summer Interns: Pasadena, CA Ventura, CAColorado Springs, CO Bozeman, MTGreat Falls, MTMissoula, MT Lincoln, NESalt Lake City, UT Oklahoma City, OK Lake Oswego, OR Bellevue, WA Seattle, WA Spokane, WA.

D.A. Davidson

2027 Wealth Management Summer Internship Program

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Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of theFinancial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.

HOUR

U.S. Bank

Wealth Management Client Associate

This individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire''s presence throughout the West Coast.

YEAR

Wilshire Advisors, LLC

Vice President, Wealth Business Development (West Coast)

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This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.

Mariner

Wealth Planning Analyst

OTHER

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.

Baker Tilly Advisory Group, LP

Tax Senior Manager, Private Wealth

Broadbean

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer.

Baker Tilly Virchow Krause, LLP

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Tax Manager, Private Wealth

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte

Tax Manager - Private Wealth

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs.

Tax Senior - Private Wealth

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.

Wealth Enhancement Group LLC

Financial Advisor

FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

[AW]-iCims

REQUIRED: Strategic Consulting - Expert; Client Relationship Management - Advanced; Customer Relationship Management (CRM) - Expert; Market Research - Advanced; Meeting Facilitation - Advanced; Portfolio Management - Advanced; Project Management - Advanced; Quality of Service (QoS) - Advanced. OPTIONAL: Sales - Expert; Business Development - Intermediate; Financial Services - Experienced; Investment Management - Experienced; Investments - Experienced; Process Improvements - Advanced; Risk Management - Experienced.

NFP Corp

VP, Advisor

Wealth Enhancement Group Acquisition

Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Advisors - Client Service Manager - Portland, OR

JPMorgan Chase Bank, N.A.

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As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it.

Hub International Insurance

Private Client Risk Advisor

We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships.

WealthBridge Financial Group

Financial Consultant , Financial Advisor

Workable

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Financial Inc

Divisional Director, Advisor Acquisition

Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Wealth Management Advisor Jobs in Oregon

2027 Wealth Management Summer Internship Program D.A. Davidson

Wealth Management Client Associate U.S. Bank

Vice President, Wealth Business Development (West Coast) Wilshire Advisors, LLC

Wealth Planning Analyst Mariner

Tax Senior Manager, Private Wealth Baker Tilly Advisory Group, LP

Tax Senior Manager, Private Wealth Baker Tilly Virchow Krause, LLP

Tax Manager, Private Wealth Baker Tilly Virchow Krause, LLP

Tax Manager - Private Wealth Deloitte

Tax Senior - Private Wealth Deloitte

Financial Advisor Wealth Enhancement Group LLC

Financial Advisor Northwestern Mutual

VP, Advisor NFP Corp

Financial Advisor Wealth Enhancement Group Acquisition

J.P. Morgan Advisors - Client Service Manager - Portland, OR JPMorgan Chase & Co

J.P. Morgan Advisors - Client Service Manager - Portland, OR JPMorgan Chase Bank, N.A.

Associate Financial Advisor Edward D Jones & Co LP

Private Client Risk Advisor Hub International Insurance

Financial Consultant , Financial Advisor WealthBridge Financial Group

Divisional Director, Advisor Acquisition Prudential Financial Inc

Financial Advisor Bank of Montreal

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