Associate Wealth Advisor: Client Relationships & Growth
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-08-03
Listing for:
Infinite Heights Wealth Management
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Infinite Heights Wealth Management, a Portland-based boutique financial planning firm, seeks an experienced Associate Advisor to manage client households. You will own relationships across all phases of clients’ financial lives, onboarding new clients and coordinating with senior advisors on complex planning topics.
This in-office, full-time role requires 3+ years of advisory experience, active Series 7/66 and CFP preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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