Senior Wealth Planner High-Net-Worth Clients
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-02-17
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in Tigard, Oregon is looking for a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring new advisors. The ideal candidate should have a Bachelor's degree, Series 65, CFP or CFA, and 5+ years of relevant experience. Competitive compensation package based on experience, with a range of $70,200 to $125,000 per year.
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Position Requirements
10+ Years
work experience
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