- KeyBank (Portland, OR)
- …responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an ... Goal; this is accomplished through the sales practices of Private Client Advisors and Private ...closing on referrals. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities… more
- JPMorgan Chase (Portland, OR)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- Bank of America (Portland, OR)
- Private Client Advisor II Vancouver, Washington;Portland, Oregon **Job Description:** At Bank of America, we are guided by a common purpose to help make ... internal and external network to achieve business development goals. Key responsibilities include leading the Client Management...Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client… more
- Cherry Bekaert (Salem, OR)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... Our industry-focused teams (Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality;… more