Hybrid Financial Advisor — Personal Wealth & Planning

WealthBridge Financial Group is seeking a Hybrid Financial Advisor based in Portland, Oregon, or other cities in Oregon. The ideal candidate will have a minimum of 3 years of experience in financial services, including client development and relationship management. Key responsibilities include assessing client financial goals, providing tailored investment strategies, and managing client portfolios. An active Life and Health License is required, and proficiency in financial planning software is preferred. The role involves a strong business-driven mindset focused on long-term growth.
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