- Bank of America (Bend, 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
- 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 (Eugene, 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
- University of Oregon (Eugene, OR)
- …Applicants Please include a cover letter describing your experience conducting research on high - net - worth individuals in a fundraising, sales, or finance ... setting, demonstrating an understanding of strategies to identify a high - net - worth individual and characteristics or attributes that might suggest motivation… 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
- KBF (OR)
- …delivers quality tax solutions to KBF clients specifically privately owned middle-market companies and high net worth individuals. As a leader in this space, ... and dynamic environment offers employees the opportunity to work with both high -caliber team members and top-tier clients while maintaining a small-firm atmosphere.… more
- Moss Adams LLP (Medford, 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