Market Leader
On-site · Portland, Oregon, United States
Job Summary
Lead a multi-billion dollar team of Wealth Advisors and serve as the Lead Wealth Advisor to high net worth and ultra high net worth clientele. Mentor the local team, drive organic regional growth, identify opportunities for cultural integration of acquired practices, and collaborate with business development professionals to expand the region through custodial referral channels and centers of influence. Participate in regional and executive leadership initiatives and benefit from a compensation package that includes base salary, performance bonuses, and equity ownership.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.