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Financial Advisor — Client Portfolio + Equity
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-03-05
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm in Oregon seeks a Financial Advisor to manage client relationships and facilitate financial planning. Candidates should possess a 4-year degree and advanced designations like CFP or CPA, with at least 4 years of experience in wealth management. The role offers a base salary of $90,000-$110,000 along with bonuses and benefits such as medical coverage, 401k matching, paid time off, and training opportunities.
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