- JPMorgan Chase (Bend, 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 (Lake Oswego, OR)
- **Location:** 16210 SW Bryant Road, Lake Oswego 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 (Eugene, 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 (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 (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
- Columbia Bank (Eugene, OR)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… 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
- Oracle (Salem, OR)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… 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
- Deloitte (Portland, OR)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Oracle (Salem, OR)
- …engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. + Drives company's ... account planning, crafting, owning and forecasting + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle… more
- CBRE (Salem, OR)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of...CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior leadership… more