Senior Wealth Manager - Portland, $10M+ AUM, Series 7
AlphaX
An independent investment advisory firm in Portland, OR is seeking a Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client portfolios and developing tailored financial plans, adhering to regulatory requirements. The ideal candidate will have a Series 7 license and a proven track record managing significant assets. The firm offers competitive benefits including dental and vision coverage as well as an IRA retirement plan. #J-18808-Ljbffr
Vacancy posted 1 day ago
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