Financial Investment Consultant

Role Overview

We are seeking an experienced Financial Investment Consultant to join a growing advisory team in Portland, OR. This role is designed for a licensed investment professional who brings an existing book of business and a proven ability to manage client portfolios while driving long-term asset growth.

The ideal candidate has a minimum of $10 million in assets under management (AUM), holds an active Series 7 license, and demonstrates strong relationship‑building skills with high‑net‑worth individuals and families. This position offers the opportunity to operate in a collaborative yet entrepreneurial environment focused on client trust, disciplined investment strategy, and long‑term wealth management.

• Manage and grow an existing client portfolio with a minimum of $10 million AUM
• Develop personalized investment strategies aligned with client financial goals
• Provide ongoing portfolio management, performance reviews, and risk assessments
• Build new client relationships through networking, referrals, and strategic outreach
• Ensure regulatory compliance with FINRA and applicable securities regulations
• Maintain accurate client documentation and suitability records
• Monitor market trends and adjust investment strategies as appropriate
• Collaborate with internal leadership and support teams to enhance client service

• Active Series 7 license (required)
• Minimum $10 million in assets under management (required)
• Proven track record in investment advisory or brokerage services
• Strong understanding of financial markets, portfolio construction, and risk management
• Excellent client relationship management and communication skills
• Ability to work independently while contributing to a team‑based advisory model
• Strong ethical standards and regulatory awareness

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid time off (PTO)
• Company‑paid holidays
• Expense reimbursement (when applicable)
• Professional development and licensing support
• Growth opportunities within an expanding advisory platform
• Collaborative, client‑focused work environment

This role operates within a professional financial advisory office in Portland, OR. The position requires a high degree of client interaction, regulatory compliance awareness, and performance accountability. Consultants are expected to manage relationships proactively while maintaining disciplined investment oversight.

If this background aligns with your experience, submit your information for review.