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Strategic Financial Advisor & Client Planner
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-21
Listing for:
OnPoint Community Credit Union
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
OnPoint Community Credit Union seeks a driven Financial Advisor to partner with Raymond James Financial Services. You will engage members, assess investment needs, and craft goals-based financial plans leveraging diverse products to support wealth growth.
You will present strategies, update plans, and monitor portfolios while staying compliant with FINRA and SEC rules. Excellent communication and collaboration are essential for success.
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