Senior Wealth Planner High-Net-Worth 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
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services firm in Portland seeks an experienced Wealth Advisor to provide comprehensive wealth management advice for high net worth clients. The ideal candidate will have over 5 years of experience and hold a Series 65, CFP, or CFA designation. This role involves preparing financial plans, cultivating client relationships, and mentoring junior advisors. Competitive compensation package includes a base salary between $70,200 and $125,000 annually, commensurate with experience and location.
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Position Requirements
10+ Years
work experience
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