HiringCafe
Join our community

41 client advisor jobs at 22 companies in Gresham, OR

1mo
Save
Mark Applied
Hide
Private Client Advisor
Portland, Oregon, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Sales-focused advisor serving mass affluent clients; requires FINRA SIE, S7 and S66 or S63+S65, resident state insurance licenses, high school diploma (BA preferred), valid driver’s license, and demonstrated sales/relationship skills.
Job PostingView all
2w
Save
Mark Applied
Hide
Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOE3+ years retail or client-facing experience; proven commercial results; proficiency with POS, client tracking systems, and Microsoft Outlook; ability to work flexible hours including nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), client tracking systems, Microsoft Outlook
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Advisor - Marine
Portland, Oregon, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
7+ YOE7+ years industry experience focused on Marine (Hull, Liabilities, P&I, Builders Risk); P&C license or ability to obtain; Bachelor's degree preferred; client-facing advisory and renewal strategy skills.
Job PostingView all
3w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Oregon City, Oregon, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisor role guiding and educating inbound interested clients; competitive, self-starting, coachable individuals sought. No cold outreach; path to leadership and uncapped income.
Zoom
Job PostingView all
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Portland, OR (Hollywood)
Portland, Oregon, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a financial advisor role, Series 7 and Series 66, life/health/long-term care licenses, strong client acquisition and relationship skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Full Time IWC Client Advisor
Portland, Oregon, United States
OnsiteFull Time
Ben Bridge Jeweler
Ben Bridge Jeweler: Sells fine jewelry and luxury watches through retail stores.
3+ YOEHigh school diploma or equivalent; 3 years sales/hospitality experience; CRM proficient; strong networking and communication skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Premier Client Advisor - OR - Portland, WA - Seattle
Portland or Seattle
$65k-$85k/yr OnsiteFull Time
USI Insurance Services
USI Insurance Services: Insurance brokerage and risk management consulting services.
Experience in personal lines P&C insurance, state P&C license required, industry designation (ARM/CIC/CPRIA/CPCU) expected or pursuit, strong communication skills, familiarity with agency management systems.
Sagitta, WorkSmart
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
Riverview Bank
Riverview BankNASDAQ: RVSB: Provides community banking, commercial lending, and trust management services.
5+ YOESenior Wealth Advisor with 5-7 years of client-facing wealth management experience; Bachelor's degree; CFP preferred; knowledge of trust and fiduciary law.
Microsoft Office
Job PostingView all
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, deliver accurate client materials, knowledge of investment products preferred, strong Microsoft Office and Salesforce skills, high school diploma/GED required, FINRA SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Investment Advisor, CFP®
Portland, Oregon, United States
$100k-$150k/yr HybridFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
7+ YOEBachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients.
Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor
Portland, Oregon, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; strong communication, time-management, and entrepreneurial drive.
Job PostingView all
2w
Save
Mark Applied
Hide
Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisor
Clackamas, Oregon, United States
$90k-$110k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
4+ YOE4+ years in wealth management; 4-year degree in business/finance/economics; CFP/CPA/MBA; Series 7, 66, 65; Insurance licenses; ability to source and convert prospects; strong planning and client service skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
10+ YOEBachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required.
eMoney, MoneyGuide Pro
Job PostingView all
1mo
Save
Mark Applied
Hide
Personal Insurance Advisor
Portland, Oregon, United States
$90k-$120k/yr HybridFull Time
The Partners Group
The Partners Group: Independent insurance brokerage and financial services firm.
5+ YOEActive Property & Casualty license; 5+ years as an insurance producer/account manager; strong personal lines sales and consultative selling; experience with AMS360 or similar; able to serve high-net-worth clients.
AMS360, Salesforce, Carrier platforms
Job PostingView all
5d
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Wood Village, Oregon, United States
$18/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability including days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners, multiple frequency devices
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor - Portland, OR - Market 30, Region 112
Portland, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain FINRA registrations (SIE, Series 7, Series 66) and state insurance license; bachelor’s degree strongly preferred or equivalent experience; sales/financial services background helpful.
Job PostingView all
1mo
Save
Mark Applied
Hide
Energy Market Advisor - Energy Advisory Services (Remote)
United States or New York or Chicago or Jersey City or Austin or Denver or Seattle or Los Angeles or San Francisco or Washington or Dallas or Phoenix or Detroit or Portland or Miami or Knoxville
$106k-$189k/yr RemoteFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
7+ YOEBachelor's in energy/engineering/finance/economics, 7+ years in energy market modeling or utility planning, expertise with PLEXOS/ProMod/GridView, strong quantitative and client-facing skills; travel ~25%+.
PLEXOS, ProMod, GridView, Python, Microsoft Excel, R, SQL
Job PostingView all
1w
Save
Mark Applied
Hide
Investment Counselor (Financial Advisor Alternative)
Camas, Washington, United States
$80k-$135k/yr OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
2+ YOE2+ years building client relationships in finance, Series 65 (assistance available), bachelor's degree or equivalent experience, consultative client focus.
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Consultant , Financial Advisor
Gresham, Oregon, United States
OnsiteFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance, accounting, or related field; experience in financial consulting; strong analytical and communication skills; client relationship abilities; licenses/certifications in financial planning.
Job PostingView all

Explore Jobs

Expand Your Job Search