Strategic Wealth Planning Leader
OREGON SOCIETY OF CPA'S
OREGON SOCIETY OF CPA'S is seeking a Senior Wealth Planner in Portland, Oregon. This senior-level role involves providing comprehensive financial planning services and collaborating with clients and their advisors. Candidates should have 5 to 10 years of experience in financial or tax planning, a bachelor's degree, and advanced planning designations such as CFP or CPA. Proficiency with planning software and strong communication skills are essential, alongside a commitment to professionalism and ethics in a fast-paced team environment. #J-18808-Ljbffr OREGON SOCIETY OF CPA'S
Vacancy posted 2 days ago
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