Elite Wealth Advisor — CFP/CFA UHNW Clients
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm located in Portland, Oregon is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have at least 5 years of experience in financial planning and hold relevant certifications such as Series 65, CFP, or CFA. This position offers competitive compensation ranging from $70,200 to $125,000 annually, along with opportunities for professional growth within a supportive team environment.
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