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Wealth Management Associate - Federal Path
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-02
Listing for:
TradeWinds Wealth Management
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Trade Winds Wealth Management is seeking an early career professional to join their team in Portland. This role involves supporting advisors and gaining experience in retirement planning and federal benefits.
You will work closely with clients, provide data analysis, and prepare materials for meetings. The position offers a starting salary with clear paths for bonuses and promotions based on client acquisition.
Strong candidates will have attention to detail and experience in financial services and software.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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