Wealth Management Associate
Listed on 2026-02-21
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Finance & Banking
Financial Consultant, Financial Analyst, Wealth Management
Wealth Management Associate – Portland, OR
SW Portland Office |
Mon–Thu 7:30–4:00, Fri 7:30–2:00
A well‑established independent Registered Investment Advisor (RIA) with over a decade of serving high‑net‑worth clients is seeking a Wealth Management Associate to join its Portland team. This is an excellent opportunity for someone who excels at building relationships, communicating clearly, and translating complex information into approachable language.
The team prides itself on delivering a high‑quality, values‑aligned client experience. Following a recent merger and continued growth, we are excited to add a new professional to support our advisory team and serve as a primary connection point for client relationships.
What You’ll Do- Exceptional Client Service & Relationship Management
- Client Meeting Preparation & Support
- Wealth Planning & Onboarding
- 2+ years of client service experience in the wealth management industry
- Bachelor’s degree (finance or related field preferred)
- Series 65 + FPQP or CFP module 1, or willingness to obtain within 12–18 months (firm‑funded)
- Strong proficiency with Microsoft Outlook, Word, Excel, and Power Point
- Experience with Salesforce CRM, eMoney, Tamarac
, or similar systems (preferred) - Excellent written and verbal communication skills
- Strong organizational and prioritization abilities
- Consistency in following established processes and independently managing tasks
Licensed individuals are eligible for a New Business Incentive program
- Fully paid medical, dental, and vision insurance
- Fully paid short‑term disability, long‑term disability, and life insurance
- 401(k) with 100% company match up to 4%
- Opportunity to purchase equity and become a firm owner
- 16–26 days of PTO
, increasing with tenure - 100% reimbursement for training, certifications, licensing & professional dues
- Generous parking or transit pass contribution
- Wellness reimbursement
- Paid sabbatical every 10 years and anniversary bonuses every 5 years
- Regular team‑building and cultural events
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