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Senior Wealth Advisor & Team Leader

Job in Tigard, Washington County, Oregon, USA
Listing for: Mariner
Full Time position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Tigard is seeking a Senior Wealth Advisor to lead a wealth management team. The role requires a Bachelor's degree and over 10 years of relevant experience, alongside Series 65, CFP, or CFA certifications. Responsibilities include managing client relationships and providing comprehensive wealth planning advice. The firm values professional growth and offers an innovative work environment that fosters teamwork and work-life balance.
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Position Requirements
10+ Years work experience
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