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Client advisor • portland or

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Client Solutions Advisor

Client Solutions Advisor

Talent Find ProfessionalVancouver, WA, us
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Unlock a New Career Path with Talent Find Professional.Talent Find Professional is searching for driven, motivated individuals who want more control over their time, income, and future.If you’ve ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Advisor Development Program Client Associate

Advisor Development Program Client Associate

Bank of AmericaPortland
serp_jobs.job_card.full_time
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Fina...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Asset Management - External Client Advisor Retirement Vice President

Asset Management - External Client Advisor Retirement Vice President

ChasePortland, OR, US
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Morgan Asset Management (JPMAM) is a global asset manager with over $3 trillion in assets under management.Our Retirement Americas Client business provides high quality investment management and re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockVancouver, WA, United States
serp_jobs.job_card.full_time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Specialist

Client Specialist

BairdLake Oswego, OR, United States
serp_jobs.job_card.full_time
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Beauty Advisor

Beauty Advisor

Ulta BeautyVancouver, WA, United States
serp_jobs.job_card.full_time +1
We consider applications for this position on an ongoing basis.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts.A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Advisor Development Program Client Associate

Advisor Development Program Client Associate

Oregon StaffingPortland, OR, US
serp_jobs.job_card.full_time
Advisor Development Program Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Manager

Client Manager

TeleTracking TechnologiesPortland, OR, US
serp_jobs.job_card.full_time
The Client Manager serves as the primary, non-clinical relationship manager for named health system clients, and is responsible for retention / renewal, and contract management.The Client Manager col...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Advisor

Financial Advisor

Northwestern Mutual Life Insurance CompanyPortland, OR, United States
serp_jobs.job_card.full_time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Wealth Advisor

Wealth Advisor

Carson GroupLake Oswego, OR, United States
serp_jobs.job_card.full_time
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve.We beli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate Business Client Advisor

Associate Business Client Advisor

Summit BankPortland, OR, US
serp_jobs.job_card.full_time
Associate Business Client Advisor (Credit Analyst).Commercial Banking Team Leader.Monday – Friday 8 : 30am – 5 : 30pm.Credit Analyst will work with one or more assigned Loan Officers on a s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Premier Client Advisor

Premier Client Advisor

USI Insurance ServicesPortland, OR
serp_jobs.job_card.full_time
Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Asset Management - External Client Advisor Retirement - Vice President

Asset Management - External Client Advisor Retirement - Vice President

JPMorgan Chase & Co.Portland, OR, United States
serp_jobs.job_card.full_time
JobID : 210684131 Category : Client Sales JobSchedule : Full time Posted Date : 2025-11-05T22 : 42 : 28+00 : 00 JobShift : : J. Morgan Asset Management (JPMAM) is a global asset manager with over $3 tril...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Private Client Advisor

Private Client Advisor

Key BankLake Oswego, OR, United States
serp_jobs.job_card.full_time
SW Bryant Road - Lake Oswego, Oregon 97035.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 wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Private Client Advisor

Private Client Advisor

KeyCorpLake Oswego, OR, US
serp_jobs.job_card.full_time
Location : 16210 SW Bryant Road - Lake Oswego, Oregon 97035.The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their met...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate Client Advisor

Associate Client Advisor

Voya FinancialPortland, OR
serp_jobs.job_card.full_time +1
We will do this together — with customers, partners and colleagues.We will fight for others, not against : We will stand up for and champion everyone’s access to opportunities.The status quo is not ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Political Risk Insurance Client Advisor

Political Risk Insurance Client Advisor

Portland StaffingPortland, OR, US
serp_jobs.job_card.full_time
Political Risk Insurance Advisor.Political risk insurance (PRI) protects companies investing in, or trading with, foreign countries against losses caused by certain political perils.Key perils incl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR

J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR

JPMorgan ChasePortland, OR, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Private Client Advisor

Private Client Advisor

KeyBankLake Oswego, Oregon, USA
serp_jobs.job_card.full_time
SW Bryant Road - Lake Oswego Oregon 97035.The Private Client Advisors focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Solutions Advisor

Client Solutions Advisor

Talent Find ProfessionalVancouver, WA, us
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  • serp_jobs.job_card.part_time
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Job Description

Unlock a New Career Path with Talent Find Professional

Talent Find Professional is searching for driven, motivated individuals who want more control over their time, income, and future. If you’ve ever felt stuck working on someone else’s schedule, constantly asking permission for time off, or sacrificing family moments because a job demanded it—this may be the turning point you’ve been looking for.

Many people feel overworked and undervalued. We believe hardworking individuals deserve an opportunity to build something meaningful for themselves and their families. Our team provides step-by-step guidance, simple systems, and mentorship designed to help you build confidence, improve your earning potential, and eventually achieve long-term financial independence.

What You’ll Be Doing

As an Independent Agent partnered with Talent Find Professional, you will use our proven, easy-to-follow system to :

Connect with individuals who have requested information

Schedule conversations and guide people through simple application processes

Present various protection options in a clear, straightforward way

Develop strong relationships with clients through consistent communication

Learn how to structure your time and create a balanced, self-managed schedule

We focus on helping agents grow through repetition, mentorship, and consistency—not complicated scripts or pushy tactics.

This is a fully remote position.

Compensation Structure

This is a 1099 independent contractor position. Compensation is commission-based and reflects your personal performance. Agents typically begin part-time and scale up as their consistency and results grow. There are

three potential income streams   within this model :

Active income   earned from helping and protecting families

Backend passive income (residuals)   generated from ongoing policy renewals

Agency overrides , available once you begin supporting and developing a team

Our structure rewards integrity, coachability, and consistent effort—not previous experience.

Several of our agents are making north of $250,000 after being with the company for 2 full years. This is absolutely dictated by work ethic and Skillset. This is in no way guaranteed and should be viewed as a growth opportunity.

Who Thrives Here

You do   not   need industry experience to succeed. Some of our most successful agents came from completely unrelated fields. What matters most is :

A strong work ethic and willingness to learn

Comfort speaking with people by phone or video

A desire to help others find clarity and protection

Goal-oriented thinking and the ability to manage your own time

Openness to mentorship, training, and proven systems

If you can stay consistent, follow a simple process, and show up with professionalism, you can grow here.

Why People Choose Talent Find Professional

This opportunity attracts individuals who want :

A flexible schedule they control

Leadership that supports growth

A clear blueprint to follow

A role where effort directly impacts income

A chance to build something long-term for their family

A community of like-minded, hardworking professionals

Important Details

This opportunity is designed for independent, self-motivated individuals. As a 1099 contractor, you are responsible for your own schedule, equipment, and taxes. There is no base salary or traditional employee benefits. Position is fully remote.

Requirements

Financial Services, Time Management