Net Worth Builder

About the Role:As a seasoned family law specialist, you will be part of a well-established law firm in Portland, Oregon, specializing in family law and estate planning services. With decades of history, the firm has built a team of experienced attorneys who excel in various aspects of family law, including divorce, child custody, spousal support, and...

We are seeking a talented Global Financial Strategist to join our team at Fisher Investments International. As an Investment Counsellor, you will be the voice of our firm to high-net-worth clients in the UK. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional...

Delap LLP is a dynamic and innovative CPA firm in Oregon, recognized for delivering exceptional financial and accounting solutions to businesses and high net worth individuals. As a Client Service Associate, you will play a crucial role in new wealth management client onboarding, preparing client reports, and maintaining contact with clients to provide or...

Company OverviewFisher Investments is a fee-only fiduciary firm committed to bettering the investment universe.Compensation and BenefitsWe offer a competitive base salary of $95,000-$140,000 per year in Camas, WA, with opportunities for discretionary bonuses based on individual and firm performance. Additionally, we provide exceptional benefits, including...

Join our esteemed team as an Experienced Family Attorney at Jobot and contribute your skills to helping high-net-worth individuals and family offices manage their complex family law concerns.With a strong reputation in the Pacific Northwest for family law and estate planning services, we offer a supportive environment to excel in your career.Your...

As a highly skilled Family Law Specialist at Jobot, you will work with high-net-worth individuals and family offices to navigate complex family law matters.We are a well-established law firm based in the Pacific Northwest, renowned for our expertise in family law and estate planning services.Your role will involve providing personalized legal solutions to...

**About the Role:**We are looking for an experienced Tax Principal to join our team at Distinct North America. As a key member of our team, you will be responsible for managing complex tax returns and planning for high net worth individuals, trust and estates clients. The ideal candidate will possess a strong understanding of tax regulations and laws, as...

Job Summary: Hybrid: Only local candidates Work Hours: 40 Hybrid 3 WTC. This position has the opportunity for an extension. Top 3 Must-Haves (Hard and/or Soft Skills): C#. Arc Objects/Arc FM SDK. Python. Top 3 Nice-To-Haves (Hard and/or Soft Skills): IQGEO (mostly JavaScript, Typescript). Automated testing. ArcGIS Enterprise widget development...

Hartford, CT • Boston, MA • Portland, MERemote Available Full-time $150,000.00 - $180,000.00Posted 09/19/2024We are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions....

**Job Description:** We are seeking an experienced Tax Principal to join our team at Distinct North America. The successful candidate will have a proven track record of managing complex tax returns and planning for high net worth individuals, trust and estates clients. Key Responsibilities:Working with a lot of High Net Worth individuals, trust and estates...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...

Job DescriptionJob DescriptionTrueline's client, a progressive accounting firm in the Portland, Oregon area, is seeking a Tax & Accounting Manager to join their team in a dynamic, growth-oriented environment. This role offers the flexibility of in-office or hybrid work arrangements.What You'll Do as the Tax & Accounting Manager:- Lead compilation and...

At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.   You will be up close and personal with the high-net-worth clients that we help every day. Our proficient...

Are you a tax professional with a passion for providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients? If so, we have an exciting opportunity for you to join our client, a top 100 CPA firm, as a HNW Tax Manager. Role and Responsibilities Work directly with clients on new initiatives...

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...

Title: Associate Financial Advisor (AFA)Type: Full-time / Perm / On-siteLocation: Portland, ORCompensation: $60K - $100K (Depending on experience)Summary:Our client is seeking an Associate Financial Advisor (AFA) to help build strong client relationships and provide top-tier service in a dynamic, fast-paced environment. Working alongside a Lead Financial...

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...

Title: Associate Financial Advisor (AFA)Type: Full-time / Perm / On-siteLocation: Portland, ORCompensation: $60K - $100K (Depending on experience)Summary:Our client is seeking an Associate Financial Advisor (AFA) to help build strong client relationships and provide top-tier service in a dynamic, fast-paced environment. Working alongside a Lead Financial...

Title: Associate Financial Advisor (AFA)Type: Full-time / Perm / On-siteLocation: Portland, ORCompensation: $60K - $100K (Depending on experience)Summary:Our client is seeking an Associate Financial Advisor (AFA) to help build strong client relationships and provide top-tier service in a dynamic, fast-paced environment. Working alongside a Lead Financial...