Wealth Planning Associate – Hybrid Client Advisor

A leading financial services firm is seeking an Associate Wealth Advisor in Portland, Oregon. In this role, you will work closely with clients to develop personalized wealth strategies and manage client relationships. Responsibilities include utilizing planning software, engaging with Wealth Advisors, and ensuring compliance in financial planning processes. The position requires a Bachelor's Degree and 2+ years of experience, offering a hybrid work model with competitive compensation, including potential bonuses and benefits. #J-18808-Ljbffr