Financial Advisor - Succession Lead; Established Portfolio
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-09-01
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Enhancement Group in Clackamas, Oregon, seeks a Financial Advisor to support senior advisors and manage an established client portfolio. You will participate in the planning process, conduct annual reviews, and source new clients while driving referrals.
Role requires a 4-year degree and advanced designations (CFP/CPA/MBA). A comprehensive benefits package and equity participation are offered, with a base salary of $90,000–$110,000 plus variable compensation.
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