- Bank of America (Portland, OR)
- Private Client Advisor II Vancouver, Washington;Portland, Oregon **Job Description:** At Bank of America, we are guided by a common purpose to help make ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
- Umpqua Bank (Lake Oswego, OR)
- Private Client Advisor Wealth Management Portland, Oregon Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
- JPMorgan Chase (Salem, 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 (Salem, OR)
- …1380 Coburg Road - Eugene, Oregon 97440 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... 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
- KeyBank (Salem, OR)
- …to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor 's focus will be on our Mass Affluent client ... the technical skills and financial acumen, necessary to build a successful and client -centric financial practice. The Private Client ADPD participant will… 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 (Portland, 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
- Deloitte (Portland, OR)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Portland, OR)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Portland, OR)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Portland, OR)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- JPMorgan Chase (Portland, OR)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- AECOM (Portland, OR)
- …+ Ensure projects are delivered on time, within budget, and in accordance with client expectations. + Serve as a trusted advisor to clients, offering strategic ... Join us. **Job Description** **AECOM** is seeking a Seller-Doer Client Account Manager to drive business development and lead...water, new energy and the environment, our public- and private -sector clients trust us to solve their most complex… more
- Broadcom (Salem, OR)
- …solution to help customers succeed in creating a modern, developer-ready, secure Private Cloud? Do you already possess strong business acumen and technical skills ... Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your...there will likely be a few out of state client visits and/or 3-4 conferences or training that require… more
- BMO Financial Group (Lake Oswego, OR)
- …and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals. The VP is a key ... commercial bank to ensure the successful positioning of BMO as a valued-added advisor and financing source for strategic transactions. The VP/Director will lead in… more
- Deloitte (Portland, OR)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Cardinal Health (Salem, OR)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Deloitte (Portland, OR)
- …to develop and deploy features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users ... practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance… more
- Deloitte (Portland, OR)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Portland, OR)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more