Senior Wealth Manager

Senior Wealth Management Associate – Portland, OR | Hybrid (2-3 days onsite)

A growing, employee‑owned wealth management firm is seeking an experienced Senior Wealth Management Associate to join its Portland office. If you’re passionate about client service, financial planning, and advancing your career within a collaborative RIA environment, this could be the ideal next step.

This role offers
direct client interaction
, career advancement potential
, and a culture built on trust, communication, and long‑term relationships.

• Serve as a primary point of contact for clients, custodians, and outside advisors (CPAs, attorneys).
• Participate in client meetings, manage agendas, track follow‑ups, and communicate post‑meeting action items.
• Use financial planning tools to evaluate cash flow, long‑term planning, and asset allocation.
• Prepare analyses to support major financial decisions (insurance, 529s, refinancing, etc.).
• Oversee workflow for Client Service Associates and handle money movement requests.
• Lead the new client onboarding process from start to finish.
• Coordinate annual tax reporting and collaborate with CPAs on tax documentation.
• Review client paperwork for onboarding, implementation, and ongoing maintenance.
• Manage client touchpoints—anniversaries, thank‑you notes, and gifts.

• 3–5+ years of experience in wealth management (RIA experience preferred).
• Series 65 + FPQP or first CFP module (or willingness to complete within 12–18 months—firm‑paid).
• Strong proficiency with Outlook, Word, Excel, PowerPoint; CRM/planning software (Salesforce, eMoney, Tamarac) a plus.
• Bachelor’s degree preferred (finance or related field).
• Excellent communication, organization, and relationship‑building skills.
• Ability to delegate, problem‑solve, and manage a busy workflow.
• Hybrid schedule: 2–3 days onsite (Tue/Wed/Thu), option to work remotely the remaining days
• Hours:
  
  8:00am–5:00pm

Annual performance‑based bonus

• Fully paid medical, dental, vision
  , disability, and life insurance
• 401(k) with 100% match up to 4%
• Opportunity to purchase equity in the firm
• 100% paid training, licensing, certifications, and professional dues
• Mentorship and career development programs
• Wellness reimbursement
• Subsidized parking or transit pass
• Paid sabbaticals every 10 years + anniversary bonuses every 5 years

This is an independent, employee‑owned wealth management firm serving affluent families and businesses since the mid‑1990s. They provide holistic planning and high‑touch client service, with offices across the Pacific Northwest and Alaska. The firm values transparency, collaboration, and long‑term relationships—and is proud to be recognized as a Best Workplace.