- 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
- 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 (Salem, 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 (Hillsboro, 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 ... Advisor Trainee: Sunset Esplanade Financial Center Hillsboro, Oregon **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … 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
- Morgan Stanley (Portland, OR)
- …credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial ... conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides… more