Job Description
Join our award-winning wealth management firm in Portland's vibrant financial district as we expand our advisory team. We're seeking a passionate Financial Advisor to help high-net-worth individuals and families achieve their financial goals through personalized investment strategies, retirement planning, and comprehensive wealth management solutions.
Our collaborative culture combines cutting-edge fintech tools with personalized client service. You'll receive industry-leading training, mentorship from CFPĀ® professionals, and a competitive compensation structure designed for top performers. Enjoy a modern downtown office with panoramic city views and flexible work arrangements.
Responsibilities
- Develop and implement comprehensive financial plans including investment portfolios, retirement strategies, tax optimization, and estate planning
- Cultivate and maintain relationships with high-net-worth clients through regular portfolio reviews and proactive financial guidance
- Conduct market research and analysis to identify emerging investment opportunities and risks
- Collaborate with internal teams (legal, tax, insurance) to deliver integrated financial solutions
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
- Utilize CRM systems to track client interactions and business development activities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/63 licenses required (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven track record in client acquisition
- Certified Financial Planner (CFP) designation strongly preferred
- Exceptional communication and presentation skills with ability to explain complex concepts
- Proven ability to build and maintain high-net-worth client relationships
- Strong analytical skills and proficiency in financial planning software
- Unethical conduct history clearance required