Wealth Management Advisor IV Salary in Portland, Oregon

The Wealth Management Advisor IV uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being a Wealth Management Advisor IV monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advisor IV follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. Being a Wealth Management Advisor IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as a Wealth Management Advisor IV typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

Employers: Job Description Management Tool