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Financial Advisor – Succession Lead Equity

Job in Oregon City, Clackamas County, Oregon, 97045, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 110000 USD Yearly USD 90000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor – Succession Lead with Equity

Wealth Enhancement Group in Clackamas, Oregon, is seeking a Financial Advisor to join an advisory team. You will help clients reach financial goals, support senior advisors, and drive client service excellence within a planning-based framework.

The role offers a base salary of $90,000–$110,000 plus commissions, bonuses and participation in our equity program. A succession path exists as the current lead plans to retire in 4–5 years.

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