Associate Wealth Advisor — Client‑Centered & Planning
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2025-12-12
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2025-12-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading wealth management firm in Lake Oswego is seeking an Associate Wealth Advisor to support high-net-worth clients and assist Wealth Advisors. This position involves client communication, operational support, and financial planning. The ideal candidate will be detail-oriented, possess excellent communication skills, and have a Bachelor's degree alongside relevant certifications. The role offers career growth under experienced mentorship, competitive benefits, and a collaborative work environment.
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Position Requirements
10+ Years
work experience
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