Remote Private Client Advisor - Mass Affluent Investments

A financial services organization in Portland is looking for a Private Client Advisor to grow relationships with Mass Affluent clients. This role involves providing tailored investment solutions, conducting financial wellness conversations, and coordinating with bank personnel to maximize sales opportunities. Candidates should have strong sales abilities, preferably a Bachelor's degree, and required certifications, including FINRA SIE and Security Licenses. A collaborative team-oriented environment with opportunities for growth awaits you. #J-18808-Ljbffr