Plan Advisor jobs in Multnomah, OR

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FINANCIAL ADVISOR - ESTATE PLANNING

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant Estate Planning information . You will communicate with our Financial Planning team, Investment Counselors and Tax...

CompanyKoin
AddressPortland, OR
CategoryAccounting/Finance
Job typePermanent
Date Posted 3 weeks ago See detail

Financial Advisor - Estate Planning

Koin

Portland, OR

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant Estate Planning information . You will communicate with our Financial Planning team, Investment Counselors and Tax...

Salaried Financial Advisor / Retirement Plan Sales Consultant

Confidential

Portland, OR

Active and clean FINRA Series 6 and 63.. Life and Health Licenses. Past 401k and/or 403b Plan Sales experience. The skill to not only maintain our great relationships but bring in new business as well. Regional Travel - You must b...