Senior Investment Advisor, CFP Hybrid Wealth Strategy Lead
Sanctuary Wealth Group
Portland, OR
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JOB DETAILS
SALARY
$100,000–$150,000 Per Year
SKILLS
Certified Financial Planner (CFP), Customer Relationship Management (CRM), High Net Worth, Investment Services, Wealth Management
LOCATION
Portland, OR
POSTED
Today
Sanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its Portland office. This role offers a hybrid work environment with in-office collaboration and remote flexibility.The ideal candidate has over 7 years of experience, particularly with high-net-worth clients, and holds a CFP® designation. Competitive compensation ranges from $100,000 to $150,000, depending on experience, with additional benefits such as health insurance and a 401(k) plan.#J-18808-Ljbffr