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Financial Consultant Financial Advisor

Associate Financial Advisor - CFP Path to Lead Advisor

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Multnomah Group
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Multnomah Group in Portland, OR, is seeking an Associate Financial Advisor to support the Personal Financial Planning team. Responsibilities include attending client meetings, developing financial plans, and interfacing with client service teams. The candidate should hold a bachelor's degree in finance or a related field, with at least one year in financial planning or wealth management. Strong communication skills and knowledge of financial topics are essential.

Progression towards a CFP® designation is expected, and the role includes ongoing professional development opportunities.
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Position Requirements
10+ Years work experience
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