Leading National RIA

Overview

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Wealth Management Consultant to leverage the full resources and expertise of each Wealth Manager in the multi-billion AUM Portland region to help them identify and implement tailored wealth management solutions to high net worth and ultra high net worth clientele.

The Opportunity

• Manage the end-to-end client engagement process with high net worth and ultra high net worth individuals, from the first interaction through needs assessment, solution presentation and closing, ensuring a seamless and effective experience
• Model and present tailored financial solutions using the firm’s expertise and resources, including in-house tax, compliance, and estate planning
• Lead with energy and focus in a high-growth business unit, proactively managing initiatives, fostering internal and external relationships, and advancing the team’s strategic objectives
• $200,000+ first year package area, $400,000+ income potential
• Flexible, hybrid work culture with an emphasis on quality of life, in a client centric culture, and excellent benefits
• Clear track towards equity ownership

Requirements

• Advisor leadership experience, guiding and mentoring wealth advisors towards growth and success