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Senior Financial Advisor & Planner - Personal Strategy

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 59700 - 84300 USD Yearly USD 59700.00 84300.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Advisor & Planner in Portland, Oregon. This role involves managing high-net worth client relationships, providing investment guidance, and assisting clients with comprehensive financial planning. You will work closely with a dedicated team and contribute to positive client outcomes. Ideal candidates will possess strong interpersonal skills, a relevant degree or equivalent experience, and hold a FINRA Series 65 certification.

The competitive salary range is $59,700 - $84,300, with additional benefits.
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Position Requirements
10+ Years work experience
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