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Marshall+Sterling Wealth Advisors, Inc.
Poughkeepsie, New York
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Financial Advisor
Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We have a dynamic small-office environment (8 employees) that requires us to step up and help outside of our job titles. We have a knack for detailed work and a desire to create a welcoming space for our clients. We enjoy working together, but we also like to have fun together. Most importantly, we are all passionate about helping people reach their financial goals and supporting a collaborative team environment. This Financial Advisor position would be an excellent fit for a financial planning-oriented CFP® with 4-6 years of experience who wants to be the relationship manager
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