Senior Investment Advisor: Manage + AUM & Growth
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-11-04
Listing for:
AlphaX
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The candidate must possess a Series 7 license and be skilled in portfolio management and client communication. Benefits include full health coverage, opportunities for company shares, and a Simple IRA retirement plan.
We have an opening for a Senior Investment Advisor:
Manage $10M+ AUM & Growth in Gresham, OR, United States within Consulting. The position is based in Gresham, OR, United States. This opportunity is part of our work in Consulting. The advertised compensation is 120.. We aim to respond to suitable candidates as soon as possible.
Position Requirements
10+ Years
work experience
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