- Unknown (Portland, OR)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to... Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal for early-career… more
- Unknown (Portland, OR)
- …leveraged buyouts, recapitalizations, and portfolio company financings on behalf of private equity and institutional sponsor clients. You'll oversee deal teams to ... drive complex financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building and… more
- Unknown (Portland, OR)
- …agency Industry Public Relations and Communications Services Type Privately Held, Private Equity-backed About the Role The Company is seeking an Executive ... meet business and financial targets, all while driving sustainable growth. Innovation and client relationships are key focus areas for this position. The EVP will… more
- Unknown (Portland, OR)
- …acquisitions, leveraged buyouts, recapitalizations, and portfolio company financings, for private equity firms and institutional investors. You'll oversee deal teams ... drive advanced financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building and… more
- JPMorgan Chase (Tigard, OR)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Beaverton, OR)
- **Location:** 4735 SW Hall Boulevard, Beaverton Oregon **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- US Bank (Portland, OR)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- KeyBank (Mcminnville, OR)
- … advisor , and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Tigard, OR)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Milwaukie, OR)
- …and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and ... As part of a team serving institutional clients, the Advisor delivers a proactive client experience through...institutional clients, the Advisor delivers a proactive client experience through the development of internal and external… more
- KeyBank (Portland, OR)
- …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... Hillsdale Highway, Portland Oregon **Job Summary** The Merchant Sales Advisor serves as an integral member of the Key...solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex… more
- Deloitte (Portland, OR)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Portland, OR)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- US Bank (Portland, OR)
- …at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, ... developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement… more
- Deloitte (Portland, OR)
- …As a product tech diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... enabler for a pending M&A transaction. They deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Portland, OR)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- WSP USA (Portland, OR)
- …planning, cost estimation, economics and finance, organization management, and public- private partnerships governance to identify opportunities, build client ... compliance professionals, land use planners, and grant funding experts to bring client opportunities to market, execute joint development agreements and real estate… more
- Deloitte (Portland, OR)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Columbia Bank (Hillsboro, OR)
- **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning ... identify financial information and deliver financial guidance based upon a client 's risk tolerance, financial goals and objectives, and individual circumstances. +… more
- US Bank (Portland, OR)
- …and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively ... and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative… more
