Last updated: 2025-05-22

12 Wealth Management jobs in Portland.

Hiring now: Medicare Advisor Sales @ Senior Lif, Sr Wealth Advisor @ Umpqua Ban, Client Relationship Consu @ Banner Ban, Sr Major Gifts Advisor We @ Mercy Corp, Associate Portfolio Mgr @ Ameriprise.Explore more at at kaamvaam.com

🔥 Skills

client relationships (5) sales (4) Medicare (3) insurance (3) senior citizens (3) healthcare (3) Asset Protection (3) Life Insurance (3) Medicaid (3) consulting (3)

📍 Locations

Portland (8) Woodburn (2) Gresham (1) Hillsboro (1)
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Senior Lifestyle Solutions

Medicare Advisor Sales Gresham
Skills & Focus: Medicare, insurance, sales, senior citizens, healthcare, Asset Protection, Life Insurance, Medicaid, consulting, client relationships
About the Company: Senior Lifestyle Solutions (SLS) is a full-service, insurance agency that helps senior citizens protect their hard-earned assets and preserve their lifestyle. …
Experience: 2+ years related work experience - Medicare and/or Medicaid sales experience
Salary: Avg 1st Year Earnings - $75k to $90k, for 1st Year Top Producers $120k to $140k
Type: Full-time
Benefits: Performance-based compensation that includes commissions and residual income with lifetime vesting. Flexibility to set …
Medicare Advisor Sales Hillsboro
Skills & Focus: Medicare, insurance, sales, senior citizens, healthcare, Asset Protection, Life Insurance, Medicaid, consulting, client relationships
About the Company: Senior Lifestyle Solutions (SLS) is a full-service, insurance agency that helps senior citizens protect their hard-earned assets and preserve their lifestyle. …
Experience: 2+ years related work experience - Medicare and/or Medicaid sales experience
Salary: Avg 1st Year Earnings - $75k to $90k, for 1st Year Top Producers $120k to $140k
Type: Full-time
Benefits: Performance-based compensation that includes commissions and residual income with lifetime vesting. Flexibility to set …

Umpqua Bank

Senior Wealth Advisor Portland
Skills & Focus: Wealth Management, Financial Planning, Asset Management, Client Relationships, Business Development, Investment Strategies, Customer Satisfaction, Team Dynamics, Compliance, Coaching
About the Company: Umpqua Bank offers a unique brand of relationship banking and fosters a culture where associates thrive. They are dedicated to supporting their customers and c…
Experience: 5+ years
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life insurance, disabil…

Banner Bank

Client Relationship Consultant Portland
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…

Mercy Corps

Senior Major Gifts Advisor, West - US Portland
Skills & Focus: major gifts, fundraising, donor engagement, relationship building, strategic planning, donor pipeline, stewardship, philanthropy, international development, high-net-worth individuals
About the Company: Mercy Corps is a leading global organization powered by the belief that a better world is possible. In disaster, hardship, and more than 40 countries around th…
Experience: 5+ years in major gifts or private sector fundraising
Salary: From $86,000 USD to $100,000 USD annually
Type: Full-time
Senior Major Gifts Advisor, West - US Portland
Skills & Focus: fundraising, major gifts, donor engagement, relationship management, philanthropy, strategic planning, donor acquisition, relationship building, donor stewardship, international development
About the Company: Mercy Corps is a leading global organization dedicated to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just c…
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000.00 USD up to $100,000.00 USD annually
Type: Full-time

Ameriprise Financial

Associate Portfolio Manager Portland
Skills & Focus: portfolio management, trading, risk management, asset management, money markets, fixed income, investment process, collaborative environment, analytical skills, client communication
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 2+ years of experience in investments
Salary: $90,000 - $110,000 / year
Type: Full-time
Benefits: a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but…

Senior Lifestyle Solutions

Medicare Advisor Sales Portland
Skills & Focus: Medicare, insurance, sales, senior citizens, healthcare, Asset Protection, Life Insurance, Medicaid, consulting, client relationships
About the Company: Senior Lifestyle Solutions (SLS) is a full-service, insurance agency that helps senior citizens protect their hard-earned assets and preserve their lifestyle. …
Experience: 2+ years related work experience - Medicare and/or Medicaid sales experience
Salary: Avg 1st Year Earnings - $75k to $90k, for 1st Year Top Producers $120k to $140k
Type: Full-time
Benefits: Performance-based compensation that includes commissions and residual income with lifetime vesting. Flexibility to set …

Umpqua Bank

Senior Wealth Advisor Portland
Skills & Focus: wealth management, business development, financial planning, client relationships, asset management, client satisfaction, compliance regulations, investment strategies, relationship management, equity and diversity
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan, employee assis…

Mercy Corps

Senior Major Gifts Advisor, West - US Portland
Skills & Focus: donor engagement, relationship building, fundraising, major gifts, private sector, donor acquisition, stewardship, international development, humanitarian work, fundraiser
About the Company: Mercy Corps is a leading global organization committed to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just c…
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000 - $100,000 USD annually
Type: Full-time

Umpqua Bank

Personal Banker Woodburn
Skills & Focus: relationship banking, client experience, consumer lending, customer service, bank products, account opening, cash handling, client relationship, banking regulations, professional development
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support thei…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred
Salary: $19.00 to $26.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, vision), 401(k)-retirement plan with employer match, employee assis…
Personal Banker Woodburn
Skills & Focus: client experience, relationship banking, consumer lending, client service, bank products, customer service, cash transactions, client relationships, banking regulations, team environment
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. Committed to supp…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred
Salary: $19.00 to $26.00
Type: Full-time
Benefits: Comprehensive healthcare, 401(k) with employer match, employee assistance program, life insurance, disability insurance…