Wealth Management Advisor

Located in Tigard, OR

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