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Associate Financial Advisor – Client & Planning
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-03-04
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm is seeking an associate financial advisor in Portland, Oregon. This role includes supporting financial advisors with client relationship management and financial planning services. Key duties involve marketing responsibilities, coordinating events, and ensuring compliance with regulatory standards. Ideal candidates should have a college degree and some prior experience in a similar role, along with the relevant federal and state licenses.
Strong interpersonal skills and a proactive business development approach are essential.
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Position Requirements
10+ Years
work experience
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