Located in Tigard, OR
Job Full Description
We’re looking for a knowledgeable and client-focused Wealth Management Advisor to join our financial services team. This role partners with clients to develop personalized financial strategies that support long-term goals and financial security. If you excel at building trusted relationships and providing comprehensive investment guidance, this is a rewarding opportunity.
Job Duties:
- Develop and manage personalized wealth management and investment plans for clients
- Assess client financial goals, risk tolerance, and overall financial situations
- Provide guidance on investments, retirement planning, and asset allocation
- Monitor portfolios and recommend adjustments based on market conditions
- Maintain compliance with regulatory requirements and firm policies
- Build and maintain strong client relationships through ongoing communication
- Prepare financial reports and present performance reviews to clients
Benefits:
- 401k
- Medical insurance
- Optical coverage
- Dental coverage
- Life Insurance
- Short-term disability coverage
Apply Online or In Person:
At Express Employment Professionals, we’re here to help you find the job that’s the right fit – and we never charge a fee for our services.
Start your next opportunity today – apply now!
www.ExpressPros.com/TigardOR
Visit us at:
10115 SW Nimbus Ave. #500
Tigard, OR 97223
503-624-2001
Tigard, OR
1932
10115 Southwest Nimbus Avenue
Suite 500
Tigard, OR 97223
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