Investment Advisor & Personal Financial Planner
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-03
Listing for:
OnPoint Community Credit Union
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
OnPoint Community Credit Union in Lake Oswego, Oregon, is seeking a Financial Advisor to partner with Raymond James Financial Services to guide members through personalized investment planning and goals-based strategies. You will assess client needs, present investment options, and build long-term relationships to help members reach financial milestones.
The role requires strong knowledge of investment products, exceptional communication, and the ability to translate complex guidance into clear
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