Private Wealth Advisor - Client & Planning
Job in
Bend, Deschutes County, Oregon, 97707, USA
Listed on 2026-05-30
Listing for:
Fairygodboss
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Fairygodboss in Bend, Oregon, is seeking a Private Client Advisor to deliver comprehensive financial planning and advice. This role involves supporting clients across various financial situations, from beginners to high-net-worth individuals, ensuring an outstanding investor experience through tailored solutions and referrals.
The ideal candidate has a minimum of 2 years in a financial advisory role and holds essential licenses like Series 7 and Series 66. A strong focus on client relationships and integrity is paramount.
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