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Senior Wealth Advisor High-Net-Worth Clients
Job in
Hillsboro, Washington County, Oregon, 97104, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The role includes cultivating client relationships, preparing customized financial plans, and mentoring new associates. Candidates should have a Bachelor's degree and 5+ years of relevant experience along with a Series 65, CFP or CFA certification. The firm promotes a diverse culture and offers competitive compensation reflecting geographic location within the U.S.
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Position Requirements
10+ Years
work experience
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