Private Client Risk Advisor

2 weeks ago


Portland, United States USI Insurance Services Full time

A leading insurance brokerage is seeking a Personal Risk Specialist in Portland, Oregon. This outside sales role focuses on servicing the insurance needs of affluent clients. Responsibilities include meeting clients, achieving sales goals, and leveraging professional networks for business development. Ideal candidates should have 3 years in insurance sales and strong communication skills. Competitive salary and commissions are offered, along with a robust benefits package and opportunities for personal development.#J-18808-Ljbffr



  • Portland, United States USI Kibble & Prentice Full time

    USI Insurance Services Personal Risk Practice offers comprehensive risk management and insurance solutions to high net worth individuals, families, and family offices with complex financial needs. Position Private Risk Advisor (PRA) – Outside Sales Location Beaverton, OR (Salary $50,000 - $90,000) or Portland, OR (Salary $123,600 - $198,100) Job...


  • Portland, ME, United States Marsh LLC Full time

      Senior Client Advisor  Our not-so-secret sauce.  Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you...


  • Portland, ME, United States Marsh LLC Full time

      Senior Client Advisor  Our not-so-secret sauce.  Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you...


  • Portland, United States Portland Staffing Full time

    Private Client AdvisorLocation: 11665 SW Pacific Highway - Tigard, Oregon 97223Job Summary: The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass...


  • Portland, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...


  • Portland, OR, United States USI Holdings Corporation Full time

    Description and Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships...


  • Portland, OR, United States USI Holdings Corporation Full time

    Description and Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships...


  • Portland, OR, United States USI Holdings Corporation Full time

    Description and Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships...


  • Portland, United States JPMorgan Chase & Co. Full time

    A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years of experience in a Financial Advisor role, a valid Series 7, and ability to foster...


  • Portland, United States JPMorganChase Full time

    Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Portland, OR role at JPMorganChase 1 day ago Be among the first 25 applicants Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Portland, OR role at JPMorganChase Get AI-powered advice on this job and more exclusive features. Job DescriptionAt J.P....