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Partner, Senior Wealth Advisor & Practice Leader

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives.

This role offers a collaborative work environment and requires a strong client focus and mentoring abilities.
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Position Requirements
10+ Years work experience
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