- Fidelity TalentSource LLC (Portland, OR)
- …below: Portland, Vancouver, Beaverton, Tigard We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater ... Job Description: High Net Worth Representative...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Portland, OR)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… 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
- 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
- Moss Adams LLP (Portland, 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
