Wealth Management Advisor

Located in Beaverton, OR

We are seeking a knowledgeable and relationship-driven Wealth Management Advisor to help clients build and protect their financial futures. In this role, you will assess financial goals, develop personalized investment strategies, and provide ongoing guidance. This is a great opportunity for someone who enjoys building trusted relationships, solving complex financial needs, and making a meaningful impact in clients’ lives.

Duties:

• Meet with clients to understand financial goals, risk tolerance, and investment objectives
• Develop personalized wealth management and financial planning strategies
• Recommend investment, retirement, insurance, and estate planning solutions
• Monitor portfolio performance and make adjustments as needed
• Maintain regular communication and provide ongoing financial guidance
• Ensure compliance with industry regulations and company policies
• Build and grow long-term client relationships and referral networks

Benefits Eligible for Enrollment:

• 401k
• Medical, Optical, & Dental insurance
• Life Insurance
• Short-term disability coverage

Express Employment Professionals can help you find the type of job that is a perfect fit for your needs and abilities, and you’ll never pay a fee for our services and support.

Take the first step toward your success. Apply online at www.Expresspros.com/TigardOR

How to Apply:
Express Employment
10115 SW Nimbus Ave. #500
Tigard, OR 97223
Phone: 503-624-2001
Email: jobs.tigardor@expresspros.com