Senior Wealth Advisor - High-Net-Worth Clients (In-Office)
Aspen Standard Wealth
Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance. You will lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that encompasses the full financial picture. This role is based in our Vancouver, WA office and serves clients across the Portland/Vancouver metro area. #J-18808-Ljbffr Aspen Standard Wealth
Vacancy posted 3 days ago
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