Senior Wealth Advisor

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Tigard, OR Full-time$150k–$200k / year Posted 30+ days ago

Above market. This role pays above the $104k median for similar USD roles (8 comparable postings in our corpus).

Job Description The senior wealth advisor position at the company will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities * Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs * Lead client meetings…

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