Senior Wealth Advisor - UHNW Planning
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm located in Tigard, Oregon, is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring new associates. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and hold Series 65, CFP or CFA certifications. The firm offers competitive compensation and a supportive work culture.
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Position Requirements
10+ Years
work experience
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