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Senior Wealth Planner High-Net-Worth Clients
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Gresham, Oregon, seeks an experienced Wealth Advisor to provide tailored wealth management advice to high net worth clients. The successful candidate will have a Bachelor's degree, at least 5 years of relevant experience, and must possess Series 65, CFP, or CFA certifications. This role includes preparing customized financial plans, leading client relationships, and mentoring junior staff.
A competitive compensation package is offered, ranging from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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