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Senior Wealth Advisor - UHNW Planning & Client
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-12
Listing for:
Mariner
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Portland seeks a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring new associates. Candidates should have a Bachelor's degree, over 5 years of experience, and relevant certifications. The firm values growth, diversity, and community involvement, offering a supportive work culture and competitive compensation between $70,200 and $125,000 annually.
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Position Requirements
10+ Years
work experience
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