Current jobs related to Wealth Management Advisor - Portland, Oregon - Fisher Investments

  • Wealth Management Associate

    6 days ago

    Portland, Oregon, United States Buckingham Strategic Wealth Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at Buckingham Strategic Wealth. As a key member of our planning-centric team, you will collaborate with experienced advisors to design, build, and protect the financial dreams of our clients.Key ResponsibilitiesDevelop a mastery of our evidence-based...

  • Wealth Planning Associate

    4 days ago

    Portland, Oregon, United States Buckingham Strategic Wealth Full time

    Job SummaryThe Associate Wealth Advisor role at Buckingham Strategic Wealth is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning...

  • Wealth Planning Associate

    1 week ago

    Portland, Oregon, United States Buckingham Strategic Wealth Full time

    Join Our Team as a Wealth Planning AssociateBuckingham Strategic Wealth is seeking a highly motivated and detail-oriented Wealth Planning Associate to join our team. As a Wealth Planning Associate, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and support.Key Responsibilities:Develop a...

  • Wealth Management Specialist

    4 weeks ago

    Portland, Oregon, United States Pro Search Full time

    Job Title: Wealth AdvisorWe are seeking a highly skilled Wealth Advisor to join our team at ProSearch. As a Wealth Advisor, you will be responsible for delivering exceptional investment management and financial planning services to our clients.Key Responsibilities:Develop and implement customized financial plans for clients, taking into account their unique...

  • Senior Financial Planning Specialist

    3 days ago

    Portland, Oregon, United States Buckingham Strategic Wealth Full time

    Job SummaryWe are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our team at Buckingham Strategic Wealth. As a key member of our planning-centric team, you will play a critical role in designing, building, and protecting the financial dreams of our clients.Key ResponsibilitiesPartner with Wealth Advisors to care for...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Portland, Oregon, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and...

  • Senior Financial Advisor

    1 week ago

    Portland, Oregon, United States Farther Full time

    Company OverviewFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're...

  • Administrative Support Specialist

    4 days ago

    Portland, Oregon, United States Coldstream Wealth Management Full time

    Job SummaryColdstream Wealth Management is seeking a highly skilled and organized Office Administrator to support our clients and two wealth management teams at our Portland office. This is a fantastic opportunity to utilize your administrative expertise and learn about the financial services industry.The ideal candidate will have a strong background in...

  • Financial Solutions Advisor

    2 weeks ago

    Portland, Oregon, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...

  • Private Client Advisor II

    1 week ago

    Portland, Oregon, United States Bank of America Corporation Full time

    Job SummaryAt Bank of America Corporation, we are committed to helping our clients achieve their financial goals through personalized wealth management solutions. As a Private Client Advisor II, you will play a critical role in building and maintaining relationships with high net worth clients, providing them with tailored investment advice and guidance to...

  • Wealth Management Advisory Consultant II

    3 weeks ago

    Portland, Oregon, United States TIAA Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisory Consultant II to join our team at TIAA. As a key member of our advisory team, you will work closely with clients to understand their financial goals and develop tailored investment strategies to help them achieve their objectives.Key ResponsibilitiesClient Relationship Management: Build...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Portland, Oregon, United States Bank of America Full time

    Merrill Financial Solutions AdvisorJoin our team of experienced financial advisors at Bank of America and take the first step towards a rewarding career in wealth management. As a Merrill Financial Solutions Advisor, you will work closely with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them...

  • Merrill Financial Solutions Advisor

    1 week ago

    Portland, Oregon, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.We believe trust comes from...

  • Private Client Advisor II

    3 days ago

    Portland, Oregon, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a highly skilled and experienced Private Client Advisor II to join...

  • Private Client Advisor II

    3 days ago

    Portland, Oregon, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to be a great place to work for our teammates around the world, and we believe that being a diverse and inclusive workplace is essential to achieving this goal.We hire individuals with a broad range of...

  • Branch Manager-Portland, OR

    1 week ago

    Portland, Oregon, United States Raymond James Financial, Inc. Full time

    Job SummaryAs a Branch Manager with Raymond James Financial, Inc., you will oversee the day-to-day operations of a retail branch, ensuring the delivery of exceptional client service and driving business growth. This role requires a strong leader who can attract, select, orient, train, and retain Financial Advisors and support staff, while continually...

  • Administrative Support Specialist

    3 days ago

    Portland, Oregon, United States Coldstream Capital Management Full time

    Job Title: Office Manager/AdministratorJob Summary:Coldstream Wealth Management is seeking a highly organized and detail-oriented Office Administrator to support our clients and wealth management teams at our Portland office.This is an excellent opportunity to utilize your administrative skills and learn about the financial services industry.The successful...

  • Relationship Advisor

    2 weeks ago

    Portland, Oregon, United States Urban League of Portland Full time

    Relationship Advisor or Relationship ManagerWe are seeking a skilled Relationship Advisor or Relationship Manager to join our team at Advantis Credit Union. As a Relationship Advisor or Relationship Manager, you will play a critical role in building and maintaining strong relationships with our members, providing them with exceptional service and financial...

  • Branch Manager

    1 week ago

    Portland, Oregon, United States Raymond James Financial, Inc. Full time

    Job SummaryAs a Branch Manager with Raymond James Financial, Inc., you will oversee the day-to-day operations of a retail branch, ensuring the delivery of exceptional client service and driving business growth. Key responsibilities include attracting, selecting, and retaining Financial Advisors and support staff, evaluating branch structure and strategic...

  • Retirement Plan Advisor

    2 weeks ago

    Portland, Oregon, United States Empower Full time

    Grow Your Career with EmpowerAt Empower, we're dedicated to helping individuals achieve their long-term financial goals. As a Retirement Plan Advisor, you'll play a vital role in providing personalized guidance and support to our clients. Whether you're helping them navigate the complexities of retirement planning or providing expert advice on wealth...

Wealth Management Advisor

2 months ago

Portland, Oregon, United States Fisher Investments Full time
Position Overview:
As a Wealth Management Advisor at Fisher Investments, you will serve a dedicated group of affluent clients, leveraging our firm's unique investment philosophy.

Since our inception in 1995, we have cultivated a tailored approach that prioritizes the needs of our private clientele.

Our firm is structured to ensure a clear distinction between sales and client service, allowing you to focus solely on nurturing client relationships without the burden of multiple roles.

Your Role:
In this position, you will represent Fisher Investments to our clients across the United States.

As a fee-only fiduciary firm, our compensation model is designed to align with the best interests of our clients, eliminating the reliance on commissions.

Our comprehensive training program will equip you with an in-depth understanding of our investment strategies and capital markets.

Key Responsibilities:
- Build and maintain strong relationships with clients, educating them on our top-down portfolio strategy and significant market developments.
- Conduct quarterly reviews with clients to assess their asset allocation and ensure alignment with their long-term financial objectives.
- Collaborate with our sales team to gradually expand your roster of high-net-worth clients within your first year.
- Utilize your experience of 2+ years in fostering trust and client relationships within the financial sector.
- Obtain Series 65 certification with our support upon starting.
- Hold a Bachelor's degree or equivalent professional experience.
- Be eligible for a discretionary bonus based on both individual and firm performance.

Why Choose Fisher Investments:
We are driven by a larger mission: enhancing the investment landscape. Enjoy comprehensive benefits including:
- 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
- 20 days of paid time off, in addition to 10 paid holidays.
- Family support initiatives such as 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare services.

Fisher Investments is an Equal Opportunity Employer.