• Private Wealth Client

    Bank of America (Bend, OR)
    Private Wealth Client Associate Bend, Oregon **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
    Bank of America (05/28/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Portland, OR)
    …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
    Umpqua Bank (04/27/25)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Portland, OR)
    Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
    JPMorgan Chase (05/08/25)
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