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Financial Consultant Financial Advisor Wealth Management

Senior Associate Advisor - Holistic Wealth Management

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Infinite Heights Wealth Management
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial planning firm in Portland, OR is seeking an experienced Associate Advisor to manage client relationships and provide comprehensive financial planning. This full-time, in-office role requires a minimum of 3+ years in financial advisory, strong communication skills, and active Series 7 and 66 licenses. The selected candidate will lead client onboarding, manage comprehensive financial planning tasks, and collaborate with senior advisors.

Competitive compensation includes a base salary with bonus opportunities and comprehensive benefits.
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Position Requirements
10+ Years work experience
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