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Wealth Advisor - Holistic, Client-First Planning
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-06-22
Listing for:
Aumni
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Twin Thread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial planning.
This role requires strong leadership skills, a valid Series 7 license, and commitment to helping clients achieve their goals. Compensation includes a competitive base salary and the potential for commission and benefits.
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