Wealth Advisor
Steward Partners
Umpqua Investments is seeking a full‑time, on‑site Wealth Management Advisor in Lake Oswego, OR. You will meet with clients to assess goals, craft tailored financial plans, and provide ongoing guidance on investments and retirement strategies. Main duties include portfolio analysis, market monitoring, and adapting strategies; you will also prepare proposals, maintain records, and ensure compliance while developing new client relationships and collaborating with internal partners. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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