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Wealth Management Associate: Client & Equity
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-02-21
Listing for:
SR Staffing
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Portland, OR is looking for a Wealth Management Associate to enhance client service and relationship management. Candidates should possess at least 2 years of client service experience in the wealth management industry and a relevant Bachelor’s degree. Proficiency in Microsoft Office and familiarity with systems like Salesforce CRM is preferred. The role offers comprehensive benefits, including medical insurance, a 401(k) plan with company match, and opportunities for professional development.
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Position Requirements
10+ Years
work experience
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