Senior Wealth Advisor; CFP 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
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks a Wealth Advisor for its Tigard office, tasked with providing comprehensive wealth management advice to high net worth clients. The role requires a bachelor's degree, Series 65, CFP, or CFA, along with 5+ years of relevant experience. The compensation package ranges from $70,200 to $125,000 depending on location and experience, along with potential participation in incentive programs.
Join us to make an impact while fostering professional growth and a collaborative culture.
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Position Requirements
10+ Years
work experience
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