Senior Wealth Planner High-Net-Worth Clients
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
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to provide comprehensive management advice to high net worth clients. The role requires a Bachelor's degree and 5+ years of experience in financial planning, along with Series 65, CFP or CFA certifications. The ideal candidate will cultivate client relationships, prepare financial plans, and participate in acquiring new clients. The compensation ranges from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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