About this role
Senior Wealth Advisor at Mariner Wealth Advisors. Location: Tigard, Oregon, United States. Role: cultivating relationships, leading meetings, mentoring associates Requirements: Bachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, MoneyGuide Pro Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English