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Associate Financial Planner (CPA Preferred)
CLS FINANCIAL ADVISORS INC
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Details

Posted: 08-Oct-21

Location: Portland, Oregon

Type: Full Time

Required Education: 4 Year Degree

Salary: 70,000 - 90,000

Categories:

Financial Advisor
Personal Financial Planner
Tax Planning
Wealth Management

Sector:

Wealth Management
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About CLS FINANCIAL ADVISORS INC
CLS Financial Advisors is a wealth management firm that believes in authentic relationships and a commitment to people. We are a boutique financial planning and investment management firm located in Portland, OR and we strive to be the primary trusted source of financial advice for our clients. We specialize in financial planning with a strong tax focus because we believe that it is difficult to provide excellent financial advice without being fluent in the tax impacts. We are fee-only fiduciaries for our clients, and what gets us up in the morning is knowing that the care and expertise we bring to our work improves our clients’ lives.
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https://www.financialjobexchange.org/jobs/15580885/associate-financial-planner-cpa-preferred
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