Senior Wealth Planner High-Net-Worth Clients
Job in
Oregon City, Clackamas County, Oregon, 97045, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services firm located in Oregon City seeks an experienced Wealth Advisor. This role requires providing comprehensive wealth management advice to high net worth clients, preparing financial plans, and cultivating client relationships. Candidates must have a Bachelor's degree, over 5 years of relevant experience, and hold a Series 65, CFP, or CFA. The compensation ranges between $70,200 and $125,000 annually, reflecting various factors including location and experience.
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Position Requirements
10+ Years
work experience
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