Skip to main content
Asset Preservation Wealth & Tax seeks an experienced advisor to lead client meetings, close decisions, and drive the entire relationship from discovery to recommendation. You will work with a full-service advisory firm, including planners, tax specialists, and operations, in a Portland-area role with an on-site Lake Oswego office. The position rewards with a strong base salary plus a meaningful share of advisory fees, annuities, and insurance, funded marketing, and a platform that supports

Also on the board Same function, level within a rung

Level

Lead

Location

Portland, ME

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

Apply for this role (opens in a new tab)