Associate Wealth Management Advisor - Gresham, OR

Serve as a developmental Financial Advisor who learns to consult with existing and prospective customers to understand financial goals, current position, and risk/tax factors. Conduct due diligence for lower-segment clients, analyze investment objectives, and recommend suitable financial products while complying with laws, regulations, and corporate policies. Build expertise in securities markets and support business development and promotional activities under guidance from a senior advisor.