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Senior Wealth Management Client Acquisition Lead
Job in
Myrtle Point, Coos County, Oregon, 97458, USA
Listed on 2026-01-12
Listing for:
Wealthsimple
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading fintech company in Oregon is seeking a Lead Advisor for their Client Acquisition team. This role focuses on acquiring high-net-worth clients and involves building networks and innovative sourcing strategies. The ideal candidate has a strong background in investment and proven success in similar positions. You'll enjoy competitive benefits including health insurance and a retirement matching plan.
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Position Requirements
10+ Years
work experience
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