Associate Financial Advisor Client Impact
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2025-11-25
Listing for:
Empirical Wealth Management
Full Time
position Listed on 2025-11-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Portland seeks a talented Associate Financial Advisor to support comprehensive client planning under a Lead Financial Advisor. The role involves client onboarding, service, and collaboration across teams. Ideal candidates will have 3-5 years of experience, a Bachelor’s degree, and be working towards CFP® certification. The company offers competitive benefits including fully paid medical coverage.
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Position Requirements
10+ Years
work experience
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