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Senior Wealth Advisor - UHNW Planning
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
Job Description & How to Apply Below
A national financial services firm in Oregon City seeks a Wealth Advisor to provide comprehensive wealth management services to high net worth clients. Candidates are required to have a Bachelor's degree, Series 65, CFP, or CFA, and over 5 years of relevant experience. This role demands strong interpersonal skills and mastery of financial software like eMoney and Money Guide Pro.
The firm offers a competitive salary ranging from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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