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Financial Consultant Wealth Management

Wealth Strategy Associate | High-Net-Worth Focus

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor in Lake Oswego, Oregon. This role involves advising high net worth clients, preparing customized financial plans, and managing client relationships. The ideal candidate should have a Bachelor's degree, over 5 years of relevant experience, and hold a Series 65, CFP, or CFA certification. Strong skills in wealth management and financial planning software are essential.

The position offers competitive compensation between $70,200 and $125,000 annually, based on experience and location.
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Position Requirements
10+ Years work experience
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