Senior Wealth Strategy Associate Salary in Lake Oswego, OR

The Senior Wealth Strategy Associate is responsible for providing comprehensive financial planning and wealth management services to high-net-worth clients. This includes conducting in-depth financial analysis, developing customized wealth management strategies, and providing ongoing support and guidance to clients in achieving their financial goals. The Senior Wealth Strategy Associate also collaborates with other members of the wealth management team to ensure a holistic approach to client service and to identify opportunities for cross-selling and expanding the firm's client base. Additionally, they may be responsible for mentoring and training junior associates and assisting in the development of new business opportunities. This role requires strong analytical and communication skills, as well as a deep understanding of investment products and financial planning strategies.