Senior Wealth Planner High-Net-Worth Clients
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-02-17
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm located in Beaverton, Oregon is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. This role requires a Bachelor's degree, Series 65, CFP or CFA certifications, and 5+ years in relevant experience. You will be responsible for preparing customized financial plans, cultivating client relationships, and mentoring new advisors.
Competitive salary range from $70,200 to $125,000 per year, depending on experience.
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Position Requirements
10+ Years
work experience
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