About this role
Senior Investment Advisor, CFP® at Sanctuary Wealth Group LLC. Location: Portland, Oregon, United States. Role: Manage wealth, Grow relationships, Collaborate with team Requirements: Bachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English