NewVice President, Executive Planning Consultant - Washington State & Oregon FidelityVice President, Executive Planning Consultant - Washington State & OregonPortland, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.
Tax Senior - Private Wealth Deloitte Touche Tohmatsu LtdTax Senior - Private WealthPortland, OR$74,925–$153,000 / yearAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthPortland, OR$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsPortland, OR$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxPortland, OR$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquityPortland, OR$74,925–$153,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstatePortland, OR$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Sales Support Associate Cetera InvestorsSales Support AssociateBeaverton, OregonAbout Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .
Client Services Specialist First Tech Federal Credit UnionClient Services SpecialistHillsboro, OR$96,000–$102,000 / yearAddison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program.
New2027 Wealth Management Summer Internship Program D.A. Davidson2027 Wealth Management Summer Internship ProgramLake Oswego, ORTo summarize, this internship will provide you with opportunities to:- Develop skills in wealth management- Work directly with experienced Financial Advisors- Build your professional network- Earn professional licensing Qualifications: Students must have completed at least sophomore year of college prior to June 2027Demonstrated strong academic performance and professional drive. 2027 Locations for Wealth Management Branch Summer Interns: Pasadena, CA Ventura, CAColorado Springs, CO Bozeman, MTGreat Falls, MTMissoula, MT Lincoln, NESalt Lake City, UT Oklahoma City, OK Lake Oswego, OR Bellevue, WA Seattle, WA Spokane, WA.
Wealth Management Client Associate US BankWealth Management Client AssociatePortland, OR$21.25–$28.32 / hourPerforms administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Investment Consultant Morgan StanleyInvestment ConsultantVancouver, Washington$80,168–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Wealth Management Client Associate U.S. BancorpWealth Management Client AssociatePortland, OR$21.25–$28.32 / hourPerforms administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Business Banking or Senior Business Banking Relationship Manager KeyCorpBusiness Banking or Senior Business Banking Relationship ManagerPortland, OR$96,000–$181,000 / yearThe Business Banking RM Sr serves as the relationship manager and financial advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; directs the Risk Rating models to assure accurate risk assessment of assigned portfolio.
Relationship & Operations Manager Carsen Group Inc.Relationship & Operations ManagerLake Oswego, OR$70,000–$77,000 / yearWe serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. Client & Advisor Support: Provide white-glove service to advisors and clients through proactive communication and relationship management.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociatePortland, OregonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Services Associate II First Technology Federal Credit UnionClient Services Associate IIHillsboro, OR$27.50–$33 / hourFull timeCommunicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.
ETF & Model Portfolio Specialist Manulife Financial CorpETF & Model Portfolio SpecialistPortland, ORRemote$125,000–$216,700 / yearThis individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Service Associate Allworth FinancialService AssociateVancouver, WA$60,000–$68,000 / yearThis role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.
Managing Director WealthBridge Financial GroupManaging DirectorVancouver, WA$125,000–$195,000 / yearThis leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth. WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors.