- Sutherland Global Services (Salem, OR)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Guardian Life (Salem, OR)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- KeyBank (Portland, OR)
- …(Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work ... lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (ie,...(required) + 3+ years providing financial planning advice to high net worth clients (preferred)… 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 ... of a dedicated wealth management business and the global resources of one...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (Lake Oswego, OR)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Oregon; Lake Oswego, Oregon; Vancouver, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Portland, OR)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... 82nd & Johnson Creek Financial Center Portland, Oregon **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… more
- JPMorgan Chase (Portland, OR)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and… more