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56 client advisor jobs at 29 companies in Oregon

1mo
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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.
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2w
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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
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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.
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3w
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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
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2mo
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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.
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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.
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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
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1w
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Financial Advisor Trainee
Bend, Oregon, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEAble to complete Advisor Mastery Program, obtain industry licenses (SIE, Series 7, Series 66, life/health/variable annuity), develop client relationships, meet production targets, and demonstrate sales and financial planning skills.
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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
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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
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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.
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2w
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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.
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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.
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Wealth Advisor
Eugene, Oregon, United States
OnsiteFull Time
Oregon Pacific Bank
Oregon Pacific BankOTC Pink: ORPB: Community bank providing business and personal financial services.
5+ YOEFINRA Series 65 required; bachelor’s degree plus 5+ years sales experience in financial services (or equivalent); proven ability to build client relationships; proficiency with Microsoft Office and financial planning tools; strong communication skills.
Microsoft Office
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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
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Beauty Advisor - Flex
Bend, Oregon, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Previous client-focused retail or hospitality experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, meet required weekly shifts/hours, available nights, weekends and holidays, punctual and team-oriented.
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Strategic Insights Advisor
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yr RemoteFull Time
Walmart
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
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2w
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Financial Advisor - Hybrid (Danvers, MA)
Danvers or San Francisco or Los Angeles or Los Angeles County or United States or California or Connecticut or Colorado or Hawaii or Illinois or Maine or Maryland or Massachusetts or Minnesota or New Jersey or New Mexico or Oregon or Rhode Island or Vermont or Washington
$80k-$90k/yr HybridFull Time
OneDigital
OneDigital: Provides insurance, employee benefits, and human resources consulting services.
Bachelor's degree required; experience with high-net-worth clients preferred. Strong analytical, communication, presentation, and interpersonal skills. Ability to develop client relationships and meet sales goals. Must be authorized to work in the U.S. without sponsorship.
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2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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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
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