- Fidelity TalentSource LLC (Portland, OR)
- …below: Portland, Vancouver, Beaverton, Tigard We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater ... Job Description: High Net Worth Representative...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Bank of America (Portland, OR)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- HUB International (Portland, OR)
- …Client Personal Lines Insurance team. You'll be servicing the day to day needs of our High Net Worth insureds and managing the executions of all aspects of ... manager approval + Provides service and cross-sells account products for clients in the high net worth marketplace + Acts as liaison between clients and… more
- JPMorgan Chase (Portland, OR)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- HUB International (Portland, OR)
- …is currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal...Insurance colleagues, as appropriate, to meet client needs and service expectations. + Schedules and conducts face to face… more
- JPMorgan Chase (Portland, OR)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- HUB International (Portland, OR)
- …Client Personal Lines Insurance team. You'll be servicing the day to day needs of our High Net Worth insureds and managing the executions of all aspects of ... 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity… more
- Moss Adams LLP (Portland, OR)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... stays + Motivated to meet client deadlines and provide excellent client service + Experience managing multiple client engagements + Creative problem solving and… more
