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Tax-Smart Financial Advisor | Retirement & Wealth
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, Oregon, seeks entry-level or experienced Financial Advisors to assist clients in achieving long-term financial goals, focusing on tax reduction. The role includes developing financial plans and designing retirement plans for small businesses.
Candidates should hold a bachelor's degree and exhibit success in their academic or professional careers. A rigorous training program is provided, leading to professional certifications.
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