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
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...