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CFP Financial Planner - Client-Focused
Remote / Online - Candidates ideally in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-07
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for:
Aldrich Wealth LP
Full Time, Remote/Work from Home
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Aldrich Wealth LP is seeking a skilled Financial Planner to analyze complex financial data and create comprehensive financial plans. As part of a dynamic team, you will directly interact with clients, helping them achieve their financial goals.
The ideal candidate has at least 3 years of experience in financial planning and a relevant degree. The role offers rewarding benefits including health insurance options, a 401(k) plan, and extensive paid time off.
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