Partner, Senior Wealth Advisor & Practice Leader

A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities. #J-18808-Ljbffr