Senior Wealth Advisor High-Net-Worth Clients
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A national financial services firm in Beaverton, Oregon is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice for high net worth clients. This role involves preparing customized financial plans, cultivating client relationships, and mentoring junior staff. Candidates should have at least 5 years of relevant experience, along with Series 65, CFP, or CFA designation. A commitment to continuing education and excellent interpersonal skills are essential.
Competitive compensation offered ranging from $70,200 to $125,000 annually.
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Position Requirements
10+ Years
work experience
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