Wealth Strategist - Portland

+Job summary · Infinite Heights Wealth Management is a boutique financial planning firm with a focus on holistic planning for women leaders. We are seeking a Tax and Accounting Strategist to build and lead our bookkeeping and tax strategy offering. · +ResponsibilitiesServe as the ...

We are hiring an Investment Strategist to lead investment strategy, implementation, and communication across the firm. · The Investment Strategist plays a central role in both client experience and firm visibility. · Serves as a trusted voice on markets, portfolio strategy, and l ...

We are seeking a client-facing Bookkeeper and or CPA to build and lead our bookkeeping and tax strategy offering under the Infinite Heights umbrella. · This is an entrepreneurial role designed for someone who loves partnering with business owners, translating financial data into ...

Infinite Heights Wealth Management is a boutique financial planning firm in Portland. We help people live extraordinary lives and to live with a sense of purpose and possibility. · We are hiring an Investment Strategist to lead investment strategy implementation across the firm. ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households at Infinite Heights Wealth Management in Portland., OR.This role is designed for an advisor who is confident managing client relationships independently and who value ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households. · Serve as the primary relationship manager and first point of contact for assigned client households · Build and maintain deep, trusted relationships with clients t ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households. This is not an entry level role and requires ownership, accountability and day-to-day client interaction. · This position is best suited for someone who enjoys build ...

Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. · A business development role primarily focused on the healthcare sector (i.e. hospitals, physician groups, outsourced healthcare services, outpatient/ambulatory services ...

Join Net2Source Inc., a global leader in workforce solutions. · As the Principal, Portfolio Management, you will lead a portfolio of finance programs and deliver project management support for select programs within the portfolio. · ...

+Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. · + · +Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. · Advises clients on wealth planning strategies and make ...