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Wealth Planner Jobs in Portland OR

Lead Wealth Planner for High-Net-Worth Clients

Lead Wealth Planner for High-Net-Worth Clients

Mariner • Tigard (OR)

Sur place
USD 150 000 - 200 000
Executive Wealth Planner — Strategy & Legacy

Executive Wealth Planner — Strategy & Legacy

Soteria Reinsurance Ltd. • Tigard (OR), Northern (KY)

Hybride
USD 120 000 - 170 000
Wealth Manager

Wealth Manager

Creative Planning • Portland (OR)

Sur place
USD 110 000 - 160 000
Wealth Planning Associate – High-Net-Worth Focus

Wealth Planning Associate – High-Net-Worth Focus

Mariner • Tigard (OR)

Sur place
USD 83 000 - 100 000
Wealth Planning Analyst

Wealth Planning Analyst

Mariner Wealth Advisors • Tigard (OR), Northern (KY)

Hybride
USD 60 000 - 90 000
Wealth Planning Analyst

Wealth Planning Analyst

Mariner • Tigard (OR)

Sur place
USD 60 000 - 90 000
Senior Wealth Planner & Generational Strategy Architect

Senior Wealth Planner & Generational Strategy Architect

Fidelity Investments • Portland (OR)

Sur place
USD 90 000 - 130 000
Wealth Planning Analyst: Path to Licensed Advisor

Wealth Planning Analyst: Path to Licensed Advisor

Mariner Wealth Advisors • Tigard (OR), Northern (KY)

Hybride
USD 60 000 - 90 000
Senior Financial Planner: Wealth Strategy Lead

Senior Financial Planner: Wealth Strategy Lead

ep wealth advisors • Vancouver (WA)

Sur place
USD 120 000 - 190 000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+6
Holistic Financial Planner for Wealth Management

Holistic Financial Planner for Wealth Management

Aldrich • Lake Oswego (OR)

Hybride
USD 70 000 - 90 000
Health Insurance Benefits
401(k) plan with match
4 weeks of vacation
+1
Wealth Planning Analyst - Path to Licensed Advisor

Wealth Planning Analyst - Path to Licensed Advisor

Mariner • Tigard (OR)

Sur place
USD 60 000 - 90 000
Independent Wealth Planning Advisor

Independent Wealth Planning Advisor

MassMutual Oregon • Portland (OR)

Sur place
USD 60 000 - 80 000
Senior Wealth Manager: Client Growth & Planning

Senior Wealth Manager: Client Growth & Planning

Creative Planning • Portland (OR)

Sur place
USD 110 000 - 160 000
Wealth Advisor — Client Leadership & Growth

Wealth Advisor — Client Leadership & Growth

Threadline Wealth • Portland (OR), Northern (KY)

Hybride
USD 90 000 - 130 000
VP, Wealth Planning & Strategy

VP, Wealth Planning & Strategy

Fidelity Investments Inc. • Portland (OR)

Sur place
USD 120 000 - 180 000
Wealth Advisor for Private Clients

Wealth Advisor for Private Clients

JPMorgan Chase & Co. • Vancouver (WA)

Sur place
USD 70 000 - 90 000
Wealth Strategies Advisor

Wealth Strategies Advisor

Bank of America • Portland (OR)

Sur place
USD 177 000 - 300 000
Benefits eligible
Financial Planning Associate: Flexible Schedule and Impact

Financial Planning Associate: Flexible Schedule and Impact

EP Wealth Advisors • Vancouver (WA)

Sur place
USD 70 000 - 94 000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+16
Senior Wealth Planning Advisor for UHNW Clients

Senior Wealth Planning Advisor for UHNW Clients

Bank of America • Portland (OR)

Sur place
USD 177 000 - 300 000
Benefits eligible
Private Wealth Advisor — Holistic Planning & Digital Banking

Private Wealth Advisor — Holistic Planning & Digital Banking

JPMorgan Chase & Co. • Vancouver (WA)

Sur place
USD 75 000 - 90 000
Wealth Strategy Consultant: Retirement & Investment Planning

Wealth Strategy Consultant: Retirement & Investment Planning

WealthBridge Financial Group • Portland (OR)

Sur place
USD 70 000 - 110 000
Health coverage
401(k) match
Life insurance
+4
Senior Wealth Advisor: Growth & Planning

Senior Wealth Advisor: Growth & Planning

Riverview Bank • Vancouver (WA)

Sur place
USD 145 000 - 175 000
Healthcare benefits
401K plan
Short/Long-term disability coverage
+4
Senior Wealth Advisor — Planning‑Driven for HNW Clients

Senior Wealth Advisor — Planning‑Driven for HNW Clients

Leah Yosef International • Portland (OR)

Sur place
USD 158 000 - 193 000
Senior Wealth Manager

Senior Wealth Manager

Leah Yosef International • Portland (OR)

Sur place
USD 158 000 - 193 000
Senior Estate & Wealth Planner

Senior Estate & Wealth Planner

KeyBank • Portland (OR)

Hybride
USD 116 000 - 216 000

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