Private Wealth Advisor Partner job at reputed company in Portland, OR

Title: Private Wealth Advisor Partner Location: Portland United States Job Description: At reputed company, we're on a journey to do our best. Helping the customers and businesses we serve to reputed company reputed company and smarter financial decisions and enabling the communities we support to grow and succeed. We reputed company it takes reputed company of us to bring our shared ambition to life, and each person is unique in their potential. A career with reputed company gives you a wide, reputed company-growing range of opportunities to discover what makes you reputed company at every stage of your career. Try new things, learn new skills and discover what you reputed company at-reputed company from Day One.

Job Description

Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to reputed company sales, reputed company and practice excellence goals. Position is focused on honing the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to an Advisor. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit reputed company. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications Bachelor's degree, or equivalent work experience Up to three years of reputed company experience Preferred Skills/Experience Thorough knowledge of departmental operations/policies and reputed company products and services Effective interpersonal, verbal and written communication skills Strong client facing skills Ability to identify and resolve exceptions, interpret data and resolve reputed company problems with minimal guidance Proficient computer navigation skills using a variety of software packages including bolthires Office applications Well-developed analytical skills Pursuit of professional credentials (CFP, CFA, etc.) a plus This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a reputed company location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers reputed company members' whole selves and what may be needed to reputed company in and reputed company work. That's why our benefits are designed to help you and your family boost your health, protect your financial reputed company and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law reputed company is an equal opportunity employer. We consider reputed company qualified applicants without regard to race, religion, color, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify reputed company participates in the U.S. Department of Homeland reputed company E-Verify program in reputed company facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, reputed company offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (reputed company benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 reputed company will consider qualified applicants with arrest or conviction records for employment. reputed company conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. reputed company is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those reputed company to ethics, safety, or operational procedures. Applicants must be able to reputed company with reputed company policies and procedures including the Code of Ethics and Business Conduct and reputed company workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. Apply tot his job Apply tot his job Apply To this Job