Oregon Licensed Wealth Advisor

This job has been removed
Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, May 07, 2025
This job expires in: 10 days
Financial Planning Compliance Functions Portfolio Rebalancing Investment Strategy

Job Summary

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
FREE TOOLS
Unlock Expert Career Tools

Register free for worksheets, guides, and on-demand coaching to support your job search.

COMPLETE JOB DESCRIPTION

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...