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Senior Wealth Advisor 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
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Oregon City is seeking an experienced Wealth Advisor. You will be responsible for providing comprehensive wealth management advice to high net worth clients, preparing customized financial plans, and cultivating client relationships. The ideal candidate will have over 5 years of experience in financial planning, along with relevant certifications such as CFP or CFA. The firm values professional growth and offers a competitive salary ranging from $70,200 to $125,000 based on experience and location.
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Position Requirements
10+ Years
work experience
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