Elite Wealth Advisor — CFP/CFA UHNW 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
Financial Consultant, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
A national financial services firm is seeking experienced Wealth Advisors to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and actively obtaining new clients. Ideal candidates will have at least a Bachelor's degree, relevant financial experience, and certification (Series 65, CFP or CFA). The role offers competitive compensation ranging from $70,200 to $125,000 annually, with opportunities for professional growth and development.
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