Oregon Licensed Wealth Advisor
A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships. Key Responsibilities Develop and manage client relationships and assist in financial planning Organize compliance functions and assist advisors with analysis and operational tasks Participate in the Investment Committee and manage projects for growth and efficiency Qualifications Bachelor's degree Financial accreditations such as CPA, PFS, CFP, or CFA 5+ years of relevant wealth management experience Securities 65 or 66 license
A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships.
Key Responsibilities
Develop and manage client relationships and assist in financial planning
Organize compliance functions and assist advisors with analysis and operational tasks
Participate in the Investment Committee and manage projects for growth and efficiency
Qualifications
Bachelor's degree
Financial accreditations such as CPA, PFS, CFP, or CFA
5+ years of relevant wealth management experience
Securities 65 or 66 license
