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Wealth Advisor: Strategic Client & Planning

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: TIAA
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 95000 USD Yearly USD 80000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Strategic Client Growth & Planning
A leading financial services firm is seeking a Wealth Advisor in Portland, Oregon. This role entails managing client relationships, tailoring investment strategies, and growing a book of business through referrals. Candidates should have at least 3 years of financial services experience and relevant FINRA registrations. The firm offers a comprehensive benefits package, including a competitive salary range of $80,000/yr to $95,000/yr along with opportunities for career development and strong company values.
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