Client Advisor Jobs in Portland, OR | Glassdoor
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Client Advisor Jobs in Portland, OR

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  • 4.2
    Intuit – Portland, OR
    Est. Salary $87k-$137k
    4 days ago 4d
    confidence, tax expertise, and personal experiences to new client relationships that will empower and educate people, so they…
  • 3.5
    Wells Fargo – Portland, OR
    Est. Salary $30k-$48k
    NEW
    trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct… preserve and transfer their wealth. Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nations third-largest Brokerage…
  • 3.8
    Copious – Portland, OR
    27 days ago 27d
    day. The Copious New ClientAdvisor’s success is in 3 key areas: Acquire “great fit” clients to support the healthy growth… between our team and clients Authentically demonstrate our values as an ambassador of Copious and advisor to clients You approach…
  • 3.7
    Stifel Nicolaus – Portland, OR
    Est. Salary $29k-$40k
    5 days ago 5d
    of a 2-person financial advisor team in our downtown Portland office! You’ll work closely with clients, providing a wide range… JOB FACTORS WORK CONTACTS Financial Advisors Branch Manager Clients (on an administrative or operational basis only…
  • 3.5
    Holman Automotive – Beaverton, OR
    NEW
    Job Posting - External: ClientAdvisor Why work for Kuni? Kuni Automotive, a Holman Enterprise, was founded on the… programs; and much more! Career Description: Our ClientAdvisor is responsible for using a consultative, customer-focused…
  • 3.7
    Kuni Automotive – Beaverton, OR
    26 days ago 26d
    Job Details: ClientAdvisor Why work for Kuni? Kuni Automotive, a Holman Enterprise, was founded on the belief that… programs; and much more! Career Description: Our ClientAdvisor is responsible for using a consultative, customer-focused…
  • 3.5
    Wells Fargo – Portland, OR
    11 days ago 11d
    Responsibilities The Wealth Advisor is responsible for identifying prospective clients with investable assets of at least… Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other professionals…
  • Automotive Resources International – Beaverton, OR
    NEW
    ClientAdvisor Why work for Kuni? Kuni Automotive, a Holman Enterprise, was founded on the belief that if you take care… programs; and much more! Career Description: Our ClientAdvisor is responsible for using a consultative, customer-focused…
  • Worksource Oregon – Portland, OR
    Est. Salary $36k-$58k
    NEW
    trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct… preserve and transfer their wealth. *Wells Fargo Advisors (WFA): * Wells Fargo Advisors operates the nation's third-largest Brokerage…
  • 3.7
    Edward Jones – Portland, OR
    12 days ago 12d
    relationships with clients as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized… preferred qualifications for the Financial Advisor role? College degree Ability to put the client first Proven track record of success…
  • 3.7
    Kuni Automotive – Beaverton, OR
    4 days ago 4d
    Job Details: Kuni BMW is looking for an enthisastic individual to come and join our sales team! Career Description…
  • 3.0
    AIG – Portland, OR
    6 days ago 6d
    Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that services clients in the… the work that we do in the 403(b) space where our Advisors partner with clients that work in public school districts, universities…
  • 3.5
    Fisher Investments – Portland, OR
    19 days ago 19d
    right thing for clients? Do you still want access to a lucrative commission structure while focusing on client service? At… Investments, the New Client Conversion Investment Counselors are the primary contact for our high net worth clients from the beginning…
  • 4.3
    E. J. De La Rosa – Portland, OR
    Est. Salary $25k-$37k
    5 days ago 5d
    Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a… JOB FACTORS WORK CONTACTS Financial Advisors Branch Manager Clients (on an administrative or operational basis only…
  • 4.0
    Connective DX – Portland, OR
    9 days ago 9d
    Internally, the Client Partner is an advisor to the Executive Team, helping to shape the future of our agency through our clients' eyes.… The Client Partner is the trusted advisor and leader for major accounts, building long-term profitable relationships while inspiring…
  • 3.5
    Fisher Investments – Portland, OR
    19 days ago 19d
    right thing for clients? Do you still want access to a lucrative commission structure while focusing on client service? At… Investments, the New Client Conversion Investment Counselors are the primary contact for our high net worth clients from the beginning…
  • 3.5
    Holman Automotive – Beaverton, OR
    4 days ago 4d
    Job Posting - External: Kuni BMW is looking for an enthisastic individual to come and join our sales team! Career…
  • 3.5
    H&R Block, Inc. – Portland, OR
    5 days ago 5d
    and business services needs. Block Advisors is available year-round to assist our clients reach their financial goals. Apply… Experienced Tax Advisor - Block Advisors Seeking growth oriented, experienced Tax Preparers/Advisors to join our network…
  • New Planner Recruiting LLC – Portland, OR
    6 days ago 6d
    Coordinate Client Review meetings with Lead/Senior advisor Prepare, brief and present to Lead/Senior Planner prior to client meeting… meeting Attend Client meetings and enter notes into CRM Coordinate follow-up items with Lead Advisor Maintain financial…
  • 3.1
    Financial Engines – Portland, OR
    8 days ago 8d
    communicate with our clients via all platforms Ignite the turbo when communicating with clients, vendors, advisors and headquarters… looking for an exceptional client support individual to become the next dynamic partner to our Portland Advisor Center! At Financial…
  • 3.5
    Fisher Investments – Portland, OR
    19 days ago 19d
    Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments has… you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion…
  • 4.7
    Boly:Welch – Portland, OR
    19 days ago 19d
    Operations, this vital and client-facing role will have you working closely with financial advisors to ensure client’s feel understood and… Services What Matters Most: 2-3+ years of experience in a client-facing role in the financial services industry Series 65 or…
  • 5.0
    Arnerich Massena Inc. – Portland, OR
    12 days ago 12d
    for developing investment advisor relationships with current and prospective discretionary clients. Responsible for set-up of… of new discretionary client portfolios, servicing discretionary clients by handling daily client needs and requests, following-up…
  • 3.1
    DeVry Education Group – Portland, OR
    Est. Salary $43k-$60k
    5 days ago 5d
    experience in recruitment, marketing, client services or consulting, the admissions advisor role might be the career for you! Our… degree-program that best matches their needs. During the interview advisors present information about the benefits of education and Carrington…
  • 3.7
    Velocity, LLC – Portland, OR
    Est. Salary $28k-$54k
    9 days ago 9d
    a sales role focused on acquiring, developing, and closing clients. Primary Responsibilities: Prospect, educate, qualify… appointment and become a trusted resource to potential and existing clients Successfully manage and overcome prospect objections…
  • 3.9
    Cambridge Investment Research – Portland, OR
    8 days ago 8d
    committed to delivering an unparalleled experience for you and your clients. We stand ready to offer guidance and choice. We share your…
  • 4.8
    Brighton Jones LLC – Portland, OR
    Est. Salary $53k-$121k
    10 days ago 10d
    strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives… looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role…
  • 3.4
    CUSO Financial Services, L.P. – Portland, OR
    4 days ago 4d
    Financial Services, L. P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services to its member… Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1 CFS (Member FINRA/SIPC…
  • 3.5
    US Bank – Portland, OR
    8 days ago 8d
    Management Advisor(WMA) is the investment planning and investment and insurance products lead on the Private Client Group Team.… financial sales position, preferably working with Private Client Group clients FINRA Series 7, 63, 65 or 66 license, and applicable…
  • 3.5
    UBS – Portland, OR
    Est. Salary $37k-$54k
    12 days ago 12d
    to financial advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services… help with the preparation of reports and other materials for client meetings – collect the right documentation for opening new…
  • Cordant Wealth Partners – Portland, OR
    10 days ago 10d
    entrust our Advisors with the responsibility of ensuring successful client partnerships. As such, an Associate Advisor at Cordant… Attend all client meetings in a technical, supporting and learning role with Lead Advisor Coordinate with client service team…
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