Senior Wealth Advisor: Lead Client
Job in
Medford, Jackson County, Oregon, 97504, USA
Listed on 2026-02-16
Listing for:
Columbia Bank
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial service provider in Medford is seeking a Senior Wealth Advisor to manage and grow a book of business. The ideal candidate will have over 5 years of experience in financial planning and investment advising, demonstrating strong client relationship skills.
This role offers a competitive salary, transition packages, and incentives based on performance, all while working within a supportive team environment committed to client success. Join us to excel in a dynamic financial sector.
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Position Requirements
10+ Years
work experience
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