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Senior Client Relationship Advisor; Financial Services
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-02-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
A financial services firm in Portland is seeking a Senior Client Relationship Specialist to manage client inquiries and provide tailored financial solutions. The role requires active FINRA Series 7 and 63 licenses with a preference for a Bachelor's degree. Strong communication and problem-solving skills are essential for building lasting client relationships. This position offers a competitive benefits package, including a 401(k) with company match and paid parental leave.
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Position Requirements
10+ Years
work experience
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