Wealth Advisor: Lead Established Client Portfolio + Equity
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-05-31
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Wealth Enhancement Group, LLC is seeking a Financial Advisor for their Clackamas office. The successful candidate will take over an established client portfolio as the current advisor prepares for retirement. Responsibilities include managing relationships, facilitating financial planning, and sourcing new clients.
The role requires a 4-year degree, advanced designation, and 4+ years of experience in the wealth management industry. A comprehensive benefits package is offered, including medical, 401k, and paid time off.
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