Wealth Management Consultant

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partner
ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

As a Wealth Management Consultant, you will play a central role in expanding TPG’s Wealth Management presence by identifying and connecting qualified prospects with our advisory team. By developing meaningful referral networks and cultivating new relationships, you directly contribute to the growth of client portfolios and the long-term strength of our Wealth Management division. Your ability to engage prospects, understand their needs, qualify opportunities, and introduce them to the right experts ensures a seamless and high-quality client experience from the first interaction.

Rather than selling a product, you'll help connect people to a team that can make a meaningful difference in their financial future and long-term peace of mind.

We’re looking for someone who thrives on building authentic relationships, enjoys being active in the community, and takes pride in creating opportunities through a strong network of professional connections. It’s an ideal fit for a self-directed professional who is naturally curious, highly collaborative, and energized by connecting people with solutions that can make a lasting difference for them, their families, and their future.

• Build and nurture relationships with centers of influence, referral partners, and prospective clients to generate new business opportunities
• Develop and execute a strategic outreach plan to identify and engage individuals and families who may benefit from TPG’s wealth management services
• Qualify prospective opportunities and partner with Wealth Management advisors and internal team to ensure a smooth transition from prospect engagement to advisory conversations
• Participate in community events, industry functions, and networking opportunities to expand TPG’s visibility and presence
• Manage prospect and client interactions with professionalism, responsiveness, and attention to detail
• Track business development activity and pipeline progress using CRM tools to support consistent sales execution

Title:

Wealth Management Consultant

Location:

Portland, OR (preferred); in-office with hybrid remote opportunities

Hours:

40 hours/week, Mon-Fri

Salary Range: $,000 annually (DOE) + commission structure

Physical Requirements:

Ability to sit for extended periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time

Travel:
Minimal, if any

• 7+ years of proven success generating new business, developing relationships, and closing opportunities in a sales, business development, or relationship-focused role
• Demonstrated ability to build and sustain strong professional networks and referral partnerships
• Series 65 license required; now or able to obtain within 90 days of hire
• Strong communication skills with the ability to engage prospects and convey complex concepts clearly
• Client-first mindset with a track record of delivering a high-quality, relationship-driven experience
• Ability to understand and confidently communicate the value of a consultative wealth management experience, even if your background is outside of financial services

• Experience working with or building relationships within the construction, trades, business owner, or executive leadership communities
• Experience working in financial services, wealth management, insurance, banking, or another relationship-based professional…