- US Bank (Lake Oswego, OR)
- …Bachelor's degree, or equivalent work experience - Seven or more years of experience in Wealth Management private banking - Series 6-63 or Series 7-63 ... you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment...expert advice and counsel in the area of affluent wealth banking client relationships by focusing on… more
- Umpqua Bank (Vancouver, WA)
- Senior Wealth Advisor Wealth Management ...place to work by offering a unique brand of relationship banking and fostering a culture where ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- Umpqua Bank (Portland, OR)
- …CPA CTFA JD, preferred. + 5-10 years of experience in banking and wealth management , required. + Excellent relationship management , networking, and ... Private Client Advisor Wealth Management Portland, Oregon Lake Oswego,...place to work by offering a special brand of relationship banking and by providing a culture… more
- Bank of America (Portland, OR)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Bank of America (Portland, OR)
- …Oregon; Salem, Oregon; Lake Oswego, Oregon; Vancouver, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...prospective clients. In this role you will develop the relationship management skills necessary to operate in… more
- Bank of America (Portland, OR)
- Administrative Assistant III Portland, Oregon **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- KeyBank (Portland, OR)
- …phased program focused on the launch and development of a career in advice-based wealth management . The program enables novice advisors to develop both the ... and relationship growth opportunities, both investments as well as banking related, and referring accordingly. + Utilize a consultative sales process and… more