• Wealth Strategist

    City National Bank (Salem, OR)
    …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial... Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and… more
    City National Bank (10/24/25)
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  • Sr Financial Planner

    Columbia Bank (Hillsboro, OR)
    Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, ... plans based on the individual needs and changing financial circumstances of the client. Works with Wealth...Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning… more
    Columbia Bank (10/03/25)
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