Job Description
Join our award-winning wealth management firm in Portland's thriving financial district. We're seeking a dynamic Senior Financial Advisor to build client relationships while delivering personalized financial strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values work-life balance. Why Us? Top-tier benefits, relocation assistance, and a referral program averaging $15K annually. Grow your career in one of America's most livable cities while making a tangible impact on clients' financial futures.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic networking
- Conduct portfolio reviews and rebalancing to align with market conditions
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
- Leverage CRM systems to track client interactions and opportunities
- Present investment strategies to clients through quarterly reviews
Qualifications
- Series 65/66 and Life/Health Insurance licenses required
- Minimum 3 years financial planning experience with $10M+ AUM
- Proven track record of client acquisition and retention
- Advanced knowledge of investment vehicles, tax strategies, and retirement planning
- Strong presentation skills with ability to explain complex concepts
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)