Job Description
Join our award-winning wealth management firm in Portland's vibrant financial district! We're seeking a dynamic Senior Financial Advisor to help high-net-worth clients navigate complex markets and achieve their financial goals. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment with industry-leading tools.
Why You'll Love Working With Us:
- Uncapped commission structure with average earnings of $150K+
- Exclusive access to institutional investment platforms
- Generous benefits package including health insurance and 401(k)
- Hybrid work model with modern downtown office
Responsibilities
- Develop comprehensive financial plans for clients with $500K+ portfolios
- Build and maintain high-net-worth client relationships through personalized service
- Analyze market trends and recommend tailored investment strategies
- Present complex financial concepts in accessible client presentations
- Collaborate with legal and tax professionals for holistic planning
- Meet quarterly revenue targets through strategic client acquisition
- Maintain FINRA Series 7 and 66 certifications
Qualifications
- 5+ years of financial advisory experience with proven track record
- FINRA Series 7 & 66 licenses (required)
- Certified Financial Planner (CFP) designation preferred
- Demonstrated ability to manage $10M+ client portfolios
- Exceptional communication and presentation skills
- Strong analytical and problem-solving abilities
- Experience with CRM platforms (e.g., Salesforce)
- Bachelor's degree in Finance or related field