Associate Wealth Advisor - Client-Focused Financial Planning

A financial advisory firm located in Portland, Oregon, is seeking an Associate Wealth Advisor to facilitate client consultations and engage in financial planning. The ideal candidate will have a Bachelor’s degree, at least three years of experience in financial services, and hold a CFA® or CFP® designation. Key responsibilities include supporting business development efforts and collaborating with wealth advisors. This full-time position offers competitive benefits, including health insurance and paid time off. #J-18808-Ljbffr