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On-Site Wealth Advisor Associate & Relationship Lead

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Cairn Investment Group
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 100000 USD Yearly USD 65000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm seeks an Associate Advisor to enhance client relationships and support Senior Advisors in their Vancouver, WA office. The ideal candidate has at least 3 years of experience in financial services and holds an active Series 65 license. Responsibilities include delivering high-quality service to clients, tracking interactions in CRM, and collaborating with colleagues for seamless client experiences.

This is a full-time role offering a starting salary of $65,000 - $100,000, along with generous benefits and paid holidays.
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Position Requirements
10+ Years work experience
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