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Wealth & Tax Planning Advisor
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-01
Listing for:
Pacific Capital Resource Group
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Pacific Capital Resource Group in Lake Oswego is hiring Financial Advisors to help clients reach their financial goals. Candidates should have a Bachelor’s degree, preferably in finance or related fields, and a proven track record of success.
The firm offers competitive compensation, including salary, commission, and bonuses, along with a unique training program leading to certifications like CLU®, ChFC®, and CFP®. Ideal candidates are committed to integrity and professionalism.
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