Job Description
Join Northwest Wealth Partners, Portland's premier financial advisory firm, and transform lives through strategic wealth management. We're seeking a passionate Senior Financial Advisor to guide clients toward financial freedom in Oregon's thriving economy. Our client-first approach combines cutting-edge technology with personalized service, offering competitive benefits and unlimited growth potential. Work in our modern downtown office with stunning views of the Willamette River while building a legacy of financial security.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain a robust client portfolio with high-net-worth individuals and families
- Conduct regular portfolio reviews and rebalancing based on market analysis
- Partner with internal experts in estate planning and risk management
- Lead educational workshops on financial literacy and market trends
- Utilize CRM systems to track client relationships and pipeline growth
- Stay current on FINRA regulations and SEC compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 5 years experience in financial services/advisory role
- Proven track record in client acquisition and portfolio management
- Advanced knowledge of investment vehicles, tax laws, and retirement planning
- Exceptional communication skills with ability to explain complex concepts
- Strong analytical mindset with data-driven decision-making abilities
- CFP or CFA designation highly desirable