Wealth Management Advisor - Hybrid; Portland
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-02-16
Listing for:
Eagle Strategies LLC
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Portland, OR is seeking a full‑time Wealth Management Advisor to develop and manage personalized financial strategies for clients. The role involves conducting financial and retirement planning, providing investment advice, and maintaining strong client relationships. Ideal candidates should have proficiency in financial planning and relevant certifications like CFP® or CFA. This position offers flexibility with a hybrid work arrangement and requires excellent interpersonal skills to ensure client satisfaction.
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