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On-Site Wealth Planner: Retirement & Portfolio Guidance
Job in
Eugene, Lane County, Oregon, 97403, USA
Listed on 2026-07-13
Listing for:
Steward Partners
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Umpqua Investments is seeking a full‑time, on‑site Wealth Management Advisor in Lake Oswego, OR. You will meet with clients to assess goals, craft tailored financial plans, and provide ongoing guidance on investments and retirement strategies.
Main duties include portfolio analysis, market monitoring, and adapting strategies; you will also prepare proposals, maintain records, and ensure compliance while developing new client relationships and collaborating with internal partners.
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