Job Description
Join our award-winning wealth management team in Portland's vibrant financial district! Northwest Wealth Partners is seeking a dynamic Senior Financial Advisor to help high-net-worth individuals build lasting financial legacies. Enjoy hybrid work arrangements, uncapped earning potential, and comprehensive benefits including 401(k) matching and continuing education stipends. Our collaborative culture emphasizes client-first philosophy and innovative financial planning strategies.
As an industry leader with 15+ years in the Pacific Northwest market, we provide proprietary tools and mentorship to accelerate your career growth. Portland offers exceptional work-life balance with access to world-class dining, outdoor recreation, and a thriving arts scene.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain relationships with high-net-worth clients ($500k+ AUM)
- Conduct market analysis and provide actionable investment recommendations
- Collaborate with portfolio managers to execute client investment strategies
- Present financial plans to clients and adjust based on life events and market changes
- Maintain FINRA Series 7, 66, and state insurance licenses
- Participate in community outreach and networking events
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 5 years of financial advisory experience with high-net-worth clients
- Active FINRA Series 7 & 66 licenses
- Proven track record of building and maintaining client relationships
- Strong analytical skills and proficiency in financial planning software
- Excellent communication and presentation abilities
- CFP designation preferred
- Experience with CRM systems (Salesforce or Wealthbox)