74 client advisor jobs at 26 companies in Yamhill, OR
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Private Client Advisor
Portland, Oregon, United States
HybridFull Time
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.
1mo
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Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; commercial results; POS and client tracking systems; Microsoft Outlook/email; U.S. work authorization; flexible availability.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
1mo
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Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
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
1mo
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Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
2mo
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Premier Client Advisor - OR - Portland, WA - Seattle
Portland or Seattle
$65k-$85k/yr OnsiteFull Time
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
2w
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Work From Home - Client Benefits Advisor
Gresham, Oregon, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and interest in professional growth.
Zoom
3mo
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Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
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
1w
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Investment Advisor, CFP®
Portland or Bend
$100k-$150k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years as an investment advisor or comparable role, active Series 65, CFP designation, high-net-worth client experience, and proficiency with Microsoft Office and financial planning software.
Charles Schwab, eMoney, Orion, Wealthbox, Microsoft Office Suite
3w
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Financial Advisor
Portland, Oregon, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and authorization to work in the US without sponsorship.
proprietary planning software
2w
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Experienced Advisor
Lake Oswego, Oregon, United States
$55k-$500k/yr HybridFull Time
Proven financial or wealth advising experience, active life and health license, SIE aspirations, established client relationships, business development ability, strong communication, and fiduciary commitment.
Securities Industry Essentials (SIE)
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
1mo
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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
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.
2w
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Financial Advisor
Portland, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Interest in financial services, relationship-building and critical-thinking skills, and ambition to grow a client practice. Bachelor's degree preferred or equivalent experience; SIE, Series 7, Series 66, and state insurance licenses required.
social media
3mo
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Financial Advisor
Clackamas, Oregon, United States
$90k-$110k/yr OnsiteFull Time
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.
1w
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Beauty Advisor - Flex
Portland, Oregon, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Flex
Portland, Oregon, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
3w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
2mo
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Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
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
2w
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Part-Time Beauty Advisor - Sephora
Sherwood, Oregon, United States
$18/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical handling skills.
handheld scanners
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