More jobs:
Wealth Advisor; Hybrid Client Impact
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-01-11
Listing for:
Motus Recruiting and Staffing, Inc.
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Financial Advisor (Wealth Management) to perform portfolio analysis, develop financial plans, and engage with clients. This hybrid role is located in Portland, OR and requires a Bachelor's degree, with strong preference for CFP accreditation. A minimum of 3-5 years in a client-facing role within financial services is required, alongside proficiency in CRM and financial planning software.
This position offers a competitive salary and a chance for significant career progression.
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