Hybrid Wealth Advisor Associate | Holistic Planning
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-13
Listing for:
TryApplyNow
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Oregon. You will work with Wealth Advisors to support client relationships and implement comprehensive financial plans across retirement, estate, tax, and investment planning.
This exempt role offers a hybrid schedule (3 days in office, up to 2 remote). The successful candidate will have a Bachelor's degree, 2+ years in financial services, and Series 65 within 120 days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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