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Senior Wealth Planner High Net Worth Clients
Job in
Oregon City, Clackamas County, Oregon, 97045, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in Oregon City is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, 5+ years in financial planning, and relevant certifications like Series 65, CFP, or CFA. Responsibilities include preparing customized financial plans, cultivating client relationships, and contributing to team success.
The position offers a competitive salary and strong career growth opportunities.
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Position Requirements
10+ Years
work experience
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