About this role
Wealth Advisor- Portland/Lake Oswego at Carson Group. Location: Lake Oswego, Oregon, United States. Role: lead client meetings, develop and present plans, manage client relationships Requirements: Bachelor’s degree or 5+ years of investment advisory experience; active Series 65 license; CFP/CFA/E A/MBA/CPWA/CIMA/JD designations; strong interpersonal and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial Planning software, Office Suite, Salesforce, Orion, eMoney, MoneyGuide Certifications: series 65, cfp, cfa, ea, mba, cpwa, cima, jd Commitment: Full Time Workplace: Onsite Languages: English