Job Description
Join Portland's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking driven professionals to build personalized investment strategies for high-net-worth individuals and families in the Pacific Northwest. Enjoy uncapped commission potential, comprehensive training, and a collaborative culture that prioritizes client success.
Our advisors receive industry-leading tools, mentorship from CFPĀ® professionals, and exclusive access to proprietary investment platforms. With a 98% client retention rate and 15 years of consistent growth, we offer stability and advancement opportunities for ambitious financial professionals.
Responsibilities
- Develop comprehensive financial plans including retirement, estate, and tax strategies
- Build and maintain a high-value client portfolio through proactive relationship management
- Analyze market trends and economic data to optimize investment portfolios
- Present complex financial concepts through clear, actionable client communications
- Collaborate with internal teams for seamless implementation of financial solutions
- Meet/exceed sales targets through strategic networking and community engagement
- Maintain compliance with FINRA regulations and firm best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA/CFP preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- 3+ years of financial services or client advisory experience
- Proven track record in client acquisition and portfolio management
- Exceptional communication skills with ability to simplify complex concepts
- Strong analytical skills and proficiency in financial planning software
- Entrepreneurial mindset with dedication to continuous learning