Investment Advisor - Portland

The Investment Advisor & Analyst provides clients with strategic financial guidance while conducting in‑depth investment research to support portfolio recommendations. · ...

This is a full-time hybrid role for a Wealth Management Advisor based in Portland, OR, with some flexibility to work from home.Wealth Management Advisors develop and manage financial strategies tailored to clients' individual goals. They conduct financial and retirement planning, ...

Wealth Management Advisor · At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more.It's how we give advisors access to a new level of support to give their clien ...

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients. Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions. · Responsibilities include wor ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...

Wealth management firm seeking an experienced Senior Wealth Manager to join our team. · This individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. · ...

Voya Financial Advisors is seeking a Financial Professional to join our team in the greater Portland area. · Prospect and schedule one on one appointments. · Recommend and implement investment strategies. · ...

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 ...

A Top Tier National Registered Investment Advisor seeks a Market Leader to serve as the Lead Wealth Advisor to complex clientele and mentor local team members. · ...

WeareseekingaFinancialInvestmentConsultantinPortland,ORwithacompetitivesalarystructureincludingabase salaryrangeof$85,000-$120,000plusperformance-basedpayouts. · Thisfull-timepositionrequires5+yearsofexperienceinwealthmanagementfinancialadvisoryorinvestmentconsulting. · Candidate ...

We are hiring an Investment Manager to lead investment strategy, implementation and communication across the firm. The Investment Manager plays a central role in both client experience and firm visibility. · Lead investment strategy development and portfolio construction in partn ...

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 seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, · OR.This full-time role offers competitive base salary plus performance-based incentives for candidates managing at least $10 million in client assets. · ...

We are seeking a Financial Investment Consultant in Portland OR with a competitive compensation structure including a base salary range of · $85,000–$120,000 plus performance based payouts This full time position requires years of experience in wealth management financial adviso ...

Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. · Utilizing a consultative, holistic approach, sales proce ...

As an Operations Associate at Cascadia Wealth Advisors you’ll facilitate the onboarding of investment clients coordinate new account openings execute money movements and asset transfers. · ...

This role blends analytical work, client-facing responsibilities, and high-impact writing, with a particular focus on leading and elevating the firm's Request for Proposal (RFP) efforts. · Lead and manage Request for Proposal (RFP) efforts, including timelines, drafting, editing, ...

J.P. Morgan Advisors offers personalized service to ultra-high net worth clients and their advisors. · Overses sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior s ...

A specialized investment management firm is hiring an Investment Analyst to join a lean, mission-driven team in Portland, Oregon. · ...

We are looking for an experienced Financial Advisor in the Portland Metro area to join the team. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares · Develop a client base by building lasting, meaningful relat ...