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Financial Consultant Financial Advisor

Strategic Financial Advisor – Wealth Planning Pro

Job in Milwaukie, Clackamas County, Oregon, USA
Listing for: OnPoint Community Credit Union
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services organization is seeking a Financial Advisor to provide exceptional investment and financial planning services. The role involves building relationships with clients, assessing their investment needs, and advising on strategies while ensuring compliance with industry regulations. Ideal candidates will have Series 7 and 65 or 66 licenses, 3+ years of experience, and strong analytical, communication, and technology skills.

The position is located in Milwaukie, Oregon, and promotes career growth within a collaborative team environment.
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