Senior Financial Advisor: Fee-Based Wealth Planning
Edelman Financial Engines
Edelman Financial Engines is seeking an experienced Senior Financial Advisor in the Portland area to provide objective, fee-based advice and asset management. You will serve clients in a fiduciary capacity, guiding them toward thoughtful financial plans without marketing activities, supported by a dedicated team and retirement-planning tools. The role requires client-facing experience in wealth management, a Series 65, and a valid Health/Life license (or plan to obtain). #J-18808-Ljbffr Edelman Financial Engines
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...Work at Mercer Advisors? For more than... ...simplify their financial lives by... ...integrating financial planning, investment... ...RIA ranking is based on a combination... ...and others. No fee was paid for participation... ...plan. In the Senior Financial... ...within Family Wealth Services and Investments...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$140.3k - $210.5k
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...purpose to help make financial lives better through the... ...building a family, or planning for retirement. As... ...generation of Financial Advisors-those with a passion for... ...education. As a Senior FSA, you can look forward... ...to be determined based on experience, education...SeniorWork at officeImmediate startShift workDay shift- Deschutes Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory...SeniorWork at officeRemote work
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...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...through financial planning. On your path to becoming... ...through a performance-based compensation structure... ...* for course tuition fees and books. Compensation... ...Northwestern Mutual Wealth Management Company® (...Full timeContract workFor contractorsWork at office$150k - $250k
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...by a common purpose to help make financial lives better through the power of... ...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-... ..., and develop planning solutions based on these analysesDevelops...Full timeWork experience placementLocal areaWork from homeShift workDay shift$85k - $145k
...Wealth Advisor (Portland, OR) Portland Why Work at Mercer Advisors? For... ...families amplify and simplify their financial lives by integrating financial planning, investment management, business... ...with an established base of clients and organically growing...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...customers and prospective customer base. Serves as an advisor to provide an... ...investment/insurance products and financial planning Core Competencies: Strong...Work at officeLocal area
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over... ...professional careers. The Senior Financial Planner works closely with advisors... ...deliver tailored financial plans to clients within the region... ...to the regional client base, enhancing the firm’s capabilities...SeniorTemporary workWork at officeLocal areaFlexible hours
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About Martel Wealth Advisors Martel Wealth Advisors, Inc. is... ...investment management firm based in the Pacific... ...-sponsored retirement plans across 10+ states with... ..., WA. Job Summary The Financial Advisor serves as the... ...Wealth Advisors is a fee-only, independent fiduciary...Work at officeLocal area- ...Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families... ...calling on your experience in wealth management and financial planning.... ...includes a competitive base salary and the potential for commission...
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$75k - $85k
## Associate Wealth AdvisorApplyremote type: Partially... ...an Associate Wealth Advisor to join our team! The Associate... ...to work with a planning centric team dedicated... ...personalized wealth advice based on each of our unique... ...active participation in the financial planning process....Work at officeRemote work2 days per week$110.7k - $218.3k
...businesses grow. As a NetSuite Senior Consultant at Deloitte, you... ...fits professionals across core financial accounting, procure-to-pay,... ...components and prototypesDrive test planning, execution, and optimization... ...up to 50%, on average, based on the work you do and the clients...SeniorLocal areaVisa sponsorship- Edelman Financial Engines, LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a values-driven... ...will lead client engagements, design financial plans, and present tailored recommendations to...SeniorPrivate practice
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