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Senior Wealth Advisor — Lead ‑Net‑Worth Planning
Job in
McMinnville, Yamhill County, Oregon, 97128, USA
Listed on 2025-12-08
Listing for:
Mariner
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in McMinnville is seeking a Senior Wealth Advisor to lead a team in developing comprehensive wealth strategies tailored to client goals. Ideal candidates possess over 10 years of relevant experience and strong credentials such as CFP or CFA. Responsibilities include cultivating client relationships, collaborating with teams for investment advice, and mentoring associates. Enjoy a supportive work culture that fosters professional growth and work-life balance.
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Position Requirements
10+ Years
work experience
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