Lead Wealth Advisor Education & Client Service
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-06-13
Listing for:
Carson Group
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Carson Group is seeking a Wealth Advisor to be the backbone of our practice in Lake Oswego, Oregon. The role involves establishing new client relationships and providing advisory services while ensuring the highest level of client support.
Success in this position requires a client-first mindset, strong leadership skills, and proficiency in financial planning technology. We offer competitive benefits including a base salary ranging from $60,000 to $125,000, as well as health benefits and 401(k) matching.
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