Wealth Advisor - Mass Affluent Private Clients

A major financial institution is seeking a Private Client Advisor in Estacada, OR. The role focuses on the Mass Affluent client base, providing tailored investment solutions and fostering client relationships with investable assets of $250,000 to $2 Million. You will enhance client engagement through holistic Financial Wellness conversations, coordinate investment product delivery, and develop strategic partnerships within the bank. A strong emphasis on teamwork, compliance, and excellent service is required for success in this position. #J-18808-Ljbffr