Senior Financial Planner | Path to Advisor Leadership (CFP)
Merceradvisors
Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group in a role designed for someone advancing toward an advisor position or who enjoys supporting the end-client experience. The candidate will work with advisors to create customized financial plans, using eMoney and tools like Morningstar, Orion, and Holistiplan, while maintaining a high level of detail, structure, and follow-through. #J-18808-Ljbffr Merceradvisors
- 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
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose... ...as Certified Financial Planner (CFP) and/or Chartered... ...your education. As a Senior FSA, you can look forward... ...industry evolves and changes. Leadership opportunities, from leading...SeniorWork at officeImmediate startShift workDay shift- Deschutes Investment Consulting, a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The role focuses on managing and expanding wealth management client relationships while supporting growth within a collaborative, fiduciary team. The...SeniorRemote job
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...amplify and simplify their financial lives by integrating... ...a clear, engaging leadership style that communicates... ...Manager, Financial Planner, or Certified Public Accountant... ...Financial Planner (CFP) designation required....SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $150k
...service wealth management office, providing comprehensive financial planning, investment management, insurance, and tax and... ...firm and its services is available at Role Description The Senior Investment Advisor, CFP® is a full-time, on-site role based in the Portland,...SeniorFull timeWork at office$145k - $175k
...Senior Wealth Advisor This position ensures the growth and development for the Wealth, Financial Planning, and Financial Advisory aspects of the business line. This individual will... ...combination of education and experience. CFP preferred. Relationships:...SeniorTemporary workWork at office- ...in Portland, OR is seeking an Associate Financial Advisor to work with the Personal Financial Planning... ...family clients. The role supports the Senior Financial Advisor by developing client... ...the candidate demonstrates aptitude, with CFP pursuing designation and ongoing...
- Kilberg Law LLC in Portland, OR is seeking an experienced Senior Trusts & Estates Attorney to lead our trusts and estates practice. This role offers a leadership track with responsibility for client relationships, mentoring junior team members, and shaping the firm's future...SeniorRelocation
- ...role:Wells Fargo is seeking a Senior Commercial Banking... ...and priorities of clients and financial decision makers, responding quickly... ...soliciting feedback; act as an advisor to guide and influence others... ...relationshipsAct as an advisor to senior leadership to develop, influence, or...SeniorFull timeWork experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...financial planning. On your path to becoming a financial advisor... ...more Certified Financial Planner® licensing support Fully company... ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...Full timeContract workFor contractorsWork at office- Edward Jones in Portland seeks a financial advisor to grow a client practice with support from branch and regional teams. You will build relationships, assess client goals, and craft comprehensive strategies that comply with regulatory requirements. You will work within...Senior
- 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...Senior
- 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...SeniorWork at office
$89.25k - $105k
...Why Work at Mercer Advisors? For more than 40 years, Mercer... ...amplify and simplify their financial lives by integrating financial... ...financial plan. In the Senior Financial Planner I role, you will work as part... ...Certified Financial Planner (CFP®) exam or holds relevant...SeniorFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- First Tech is seeking a Financial Advisor to transition an established book within Addison Avenue Investment Services, a division of First Tech. You will deliver personalized, goals-based financial advice across investments, retirement and insurance, serving existing clients...Senior
- EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the... ...communication and relationship-building skills, with a CFP designation preferred. #J-18808-Ljbffr ep wealth advisorsSenior
- Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships... ...strategies to address trust, estate, wealth transfer, and financial planning needs. You will collaborate with Wealth Strategy Specialists...Senior
$150k
...to help modernize the profession. Our leadership team has a proven track record of building... ...of the profession. Experienced Financial Advisor - Bring and Grow Your Book Location:... ...clients’ needs Collaborate with other senior advisors and firm leadership Participate...SeniorTemporary work- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...in their professional careers. The Senior Financial Planner works closely with advisors to create... ...service excellence. Mentorship & Leadership: Assist the Financial Planning Manager...SeniorTemporary workWork at officeLocal areaFlexible hours
$150k - $250k
...growing firm looking for a Wealth Advisor to join their dynamic team.... ...of Tax Planning, Financial Planning, and investment Management... ...Qualifications: Bachelor’s degree. CFP designation, or working... ...management or searching for your next leadership role, Aprio offers an...Full timeWork at officeLocal areaRemote workFlexible hours- ...Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients'... ...financial solutions that put them on a path to achieve their financial objectives.... ...packed schedule with sports, internships, leadership roles, or work? Have you always been...Full timeInternshipWork at office
$10k - $49.99k
Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career Washington... ...joint‑field training with leadership. 100% book portability from day... ...junior advisors. Clear Associate → Senior Associate → Managing Director career path #J-18808-Ljbffr WealthBridge...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$80k - $200k
...MUTUAL At Northwestern Mutual Financial Advisors strive to understand their... ...solutions that put them on a path to achieve their financial... ...Inside/Outside Sales Executive leadership Community Influencers... ...to starting work (Required): Seniority level Seniority level Not Applicable...Full timeWork experience placementInternshipWork at officeRelocation- Aprio is seeking a Wealth Advisor to join its Wealth Management team. You will advise families on building, preserving, and managing wealth, integrating tax planning, financial planning, and investment management. You will manage client relationships, support asset allocation...Remote jobFlexible hours
$100k - $150k
Description Investment Advisor, CFP® Location: Portland, OR (Downtown Office) Schedule: Full... ...an experienced and relationship‑driven Senior Investment Advisor, CFP® to join its... ...a passion for delivering comprehensive financial planning and investment guidance. This...Full timeWork at officeRemote workMonday to FridayNight shift- Sales Xceleration® is looking for a Sales Xceleration Advisor in Portland, Oregon. This role requires over 16 years of sales experience and at least 8 years in Senior Sales Leadership. Advisors will help businesses across industries enhance their ROI while mentoring and...Senior
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$110k - $130k
...perfect our craft of personalized financial planning with our team-based... ...is looking for a Financial Advisor working as part of an advisory... ...relationships and assist senior advisors with management of complex... ...designation required (CFP, CPA, MBA, etc.) ~ Series...Full timeTemporary workWork at officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones... ...million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...Work at officeWork from homeHome officeFlexible hours$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized... ...Skills: Minimum Education: High School Diploma, with CFP designation preferred Minimum of 5 years’ experience with...Work at officeImmediate start
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