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Senior Wealth Planner for HNW Clients

  • Job type Posted on: Jun 29, 2026
  • Experience level Becker Capital Management, Inc
  • Employment type Portland, Oregon
  • Remote status Salary: $110,000 per year
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Senior Wealth Planner for HNW Clients

Job Type :

Full-time

Job Location :

Portland Oregon United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
Becker Capital Management, Inc. in Portland is seeking an experienced Wealth Planner to join our established team serving high-net-worth individuals. This role involves collaborating with talented planners and managing client relationships. The ideal candidate will have 2-5+ years of wealth planning experience, a CFP® designation, and a commitment to providing sophisticated financial guidance. Attractive benefits include a base salary of $90k - $110k, health insurance, and a profit-sharing plan. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jun 29, 2026

Reference Number:

14660_620D1ADF15AE56EC0E450D3C81EE9464

Employment:

Full-time

Salary:

Not Available

City:

Portland

Job Origin:

APPCAST_CPC

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Becker Capital Management, Inc. in Portland is seeking an experienced Wealth Planner to join our established team serving high-net-worth individuals. This role involves collaborating with talented planners and managing client relationships. The ideal candidate will have 2-5+ years of wealth planning experience, a CFP® designation, and a commitment to providing sophisticated financial guidance. Attractive benefits include a base salary of $90k - $110k, health insurance, and a profit-sharing plan. #J-18808-Ljbffr

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