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Remote Associate Wealth Advisor - Client-Focused Planning

Remote / Online - Candidates ideally in
Portland, Multnomah County, Oregon, 97204, USA
Listing for: Focus Partners Wealth, LLC
Remote/Work from Home position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 110000 - 120000 USD Yearly USD 110000.00 120000.00 YEAR
Job Description & How to Apply Below
A premier financial services firm is seeking an Associate Wealth Advisor to develop and present financial plans, monitor risk tolerance, and serve as a key client contact. Candidates should have a Bachelor’s degree, a Series 65 or equivalent within 120 days, and at least two years of financial services experience. This role requires strong interpersonal skills and analytical abilities, as well as some travel throughout the Pacific Northwest.

A competitive salary is offered between $110,000 - $120,000, with additional benefits.
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Position Requirements
10+ Years work experience
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