- 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 (Medford, OR)
- Private Client Advisor Wealth Management Medford, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... 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 (Albany, 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
- US Bank (Portland, OR)
- …at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, ... developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement… more
- US Bank (Medford, OR)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve...and deepening client relationships. The PWA uses familiarity with … 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)
- …"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 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)
- …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
- Morgan Stanley (Eugene, OR)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- JPMorgan Chase (Portland, OR)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Deloitte (Portland, OR)
- Deloitte Consulting is seeking a top-performing, Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. This ... and an extensive network of relevant professionals in the public and private sectors. Our Sustainability Capabilities will help clients address several key… 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
- 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
- Lane County (OR)
- …ordering labs in EMR, prior authorization applications, processing refill requests, onsite client support, and assisting with client coordination of care. About ... and clients come from underserved communities who struggle obtaining services through the private sector. The main clinic is located in the heart of the city… more
- Deloitte (Portland, OR)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- KPMG (Portland, OR)
- …practice, both locally and on a national level + Serve as the trusted advisor to family offices on strategic, operational, and financial matters + Direct tax ... compliance and consulting services for multi-generational family and private -equity backed businesses through to owner-managed and fast-growing start-ups + Stay… more
- WSP USA (Portland, OR)
- …Contact System Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. At WSP, we are driven by inspiring the ... shop drawings, record changes, and communicate directly with suppliers, contractors, and client representatives as required; + Perform field inspections as needed. +… more