We are seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, OR. This full-time role offers a competitive base salary of $85,000–$120,000, plus performance-based incentives, for candidates managing at least $10 million in client assets. The ideal professional will have 5+ years of experience in wealth management, investment consulting, or financial advisory, and hold active Series 7 licensing. This position focuses on portfolio management, client relationship development, and strategic financial planning for individuals and families throughout the Portland area.
Responsibilities:
- Manage and expand a portfolio of clients with a minimum of $10M under management in Portland, OR.
- Develop and implement customized financial plans aligned with clients’ retirement, tax, and wealth preservation objectives.
- Conduct regular portfolio reviews and rebalance investments according to market trends and client goals.
- Maintain proactive communication with clients via meetings, calls, and performance reporting.
- Ensure adherence to FINRA, SEC, and state regulatory requirements.
- Utilize firm resources and marketing support to grow client relationships across the Portland market.
- Collaborate with internal teams for seamless account servicing and accurate documentation.
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Requirements:
- 5+ years of experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
- Series 7 licensed; additional Series 63/65/66 licenses preferred.
- Proven track record managing $10M+ in client assets.
- Experience with Registered Investment Advisor (RIA) platforms preferred.
- Strong knowledge of portfolio construction, asset allocation, and financial planning strategies.
- Demonstrated ability to develop and maintain long-term client relationships.
- Self-motivated with strong business development and client acquisition skills.
- Excellent analytical, communication, and interpersonal skills.
Benefits:
- Base salary: $85,000–$120,000 plus performance-based incentives
- Fully paid dental and vision coverage
- Option to purchase company shares
- Annual marketing budget to support business growth
- Simple IRA retirement plan
- Flexible benefits package tailored to experience and goals
Apply directly to be considered for immediate review.
