Lead Financial Advisor: -Scheduled, Revenue-Share
Listed on 2026-11-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Asset Preservation Wealth & Tax seeks an experienced advisor to lead client meetings, close decisions, and drive the entire relationship from discovery to recommendation. You will work with a full-service advisory firm, including planners, tax specialists, and operations, in a Portland-area role with an on-site Lake Oswego office.
The position rewards with a strong base salary plus a meaningful share of advisory fees, annuities, and insurance, funded marketing, and a platform that supports
The following role is for a Lead Financial Advisor:
Fully-Scheduled, Revenue-Share with Asset Preservation Wealth & Tax.
Full responsibilities and requirements are described in the listing above.
Learn more about the Lead Financial Advisor:
Fully-Scheduled, Revenue-Share role in the description above.
We appreciate your interest in this position.
Join Asset Preservation Wealth & Tax and contribute to our ongoing work.
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