Private Client Risk Advisor
2 weeks ago
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
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Personal Risk Advisor
1 day ago
Portland, United States USI Kibble & Prentice Full timeUSI 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...
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Senior Private Client Advisor
2 days ago
Portland, ME, United States Marsh LLC Full timeSenior 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...
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Senior Private Client Advisor
2 hours ago
Portland, ME, United States Marsh LLC Full timeSenior 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...
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Private Client Advisor
2 weeks ago
Portland, United States Portland Staffing Full timePrivate 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...
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Personal Risk Advisor
7 days ago
Portland, United States USI Insurance Services Full timeGeneral 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...
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Personal Risk Advisor
3 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription 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...
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Personal Risk Advisor
3 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription 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...
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Personal Risk Advisor
6 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription 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...
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Private Client Advisor, Wealth Planning
2 weeks ago
Portland, United States JPMorgan Chase & Co. Full timeA 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...
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Portland, United States JPMorganChase Full timeJoin 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....