- JPMorgan Chase (Bend, OR)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Medford, OR)
- **Location:** 1217 Crater Lake Avenue, Medford Oregon **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- US Bank (Portland, OR)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- KeyBank (Eugene, OR)
- … advisor , and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Tigard, OR)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Milwaukie, OR)
- …and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and ... As part of a team serving institutional clients, the Advisor delivers a proactive client experience through...institutional clients, the Advisor delivers a proactive client experience through the development of internal and external… more
- Columbia Bank (Eugene, OR)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- KeyBank (Portland, OR)
- …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... Hillsdale Highway, Portland Oregon **Job Summary** The Merchant Sales Advisor serves as an integral member of the Key...solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex… more
- US Bank (Eugene, OR)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- Deloitte (Portland, OR)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more