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Regional Lead Wealth Advisor - Equity
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-20
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A prestigious financial advisory firm in Portland, Oregon is seeking a Market Leader to serve as the Lead Wealth Advisor. You will lead a team of 8 Wealth Advisors, mentoring them to deliver top-tier service to high net worth clients. The role involves collaborating with business development efforts and participating in leadership teams. This opportunity includes a competitive compensation package with significant salary, bonuses, and equity ownership.
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