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Wealth Management: Transition to Client-Focused Advisor
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-03
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is looking for a Wealth Management Associate in Portland, Oregon. This role is perfect for individuals seeking to transition into wealth management, leveraging their existing skills in client engagement and strategic thinking. Responsibilities include building client relationships, educating them on financial products, and collaborating with senior advisors. The firm offers structured training, competitive compensation, and a supportive environment to help you succeed in your new career path.
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