Holistic Financial Planner Wealth Management
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-11-04
Listing for:
Aldrich
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
A leading independent investment advisor is seeking a Financial Planner to join their team in Lake Oswego, Oregon. The ideal candidate will have at least 3 years of experience in financial planning, possess a Bachelor's degree, and ideally be pursuing a CFP or PFS designation. This hybrid role offers a comprehensive benefits package and a competitive salary within the range of $70,000 to $90,000 annually.
Join a collaborative environment focused on delivering high-quality financial plans to clients.
This role, Holistic Financial Planner for Wealth Management at Aldrich, could be your next move. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Lake Oswego, OR, United States.
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