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Senior Wealth Planner High Net Worth Clients
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to deliver comprehensive wealth management advice to high net worth clients. This role involves preparing customized financial plans alongside a wealth advisor team and cultivating client relationships. Candidates should have a bachelor's degree and 5+ years' relevant experience, along with Series 65, CFP, or CFA qualifications. The firm promotes professional growth and offers a competitive compensation package.
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Position Requirements
10+ Years
work experience
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