Associate Wealth Advisor: Client Relationships & Growth

Infinite Heights Wealth Management; Portland (OR); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

401(k) retirement plan

Job summary

Infinite Heights Wealth Management, a Portland-based boutique financial planning firm, seeks an experienced Associate Advisor to manage client households. You will own relationships across all phases of clients’ financial lives, onboarding new clients and coordinating with senior advisors on complex planning topics.

This in-office, full-time role requires 3+ years of advisory experience, active Series 7/66 and CFP preferred.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• Minimum 3+ years of financial advisory experience with client acquisition and retention.
• Active Series 7 and 66 (or 63/65) licenses required; Life & Health license preferred or to obtain after employment.
• CFP® designation preferred or in progress.

Responsibilities

• Serve as the primary relationship manager for assigned client households.
• Lead client onboarding and set clear expectations around service and communication.
• Manage full scope of financial planning including cash flow, investments, retirement, tax, and estate planning.
• Prepare and lead client meetings with support from senior advisors on complex topics as needed.
• Maintain accurate client records in Wealthbox and other firm systems.
• Collaborate with senior advisors and strategists to coordinate client strategies.

Skills

Relationship management

Client onboarding

Communication skills

Discretion

Autonomy

Education

Bachelor’s degree in Finance or related

Tools

eMoney

Wealthbox

Job description

Infinite Heights Wealth Management, a Portland-based boutique financial planning firm, seeks an experienced Associate Advisor to manage client households. You will own relationships across all phases of clients’ financial lives, onboarding new clients and coordinating with senior advisors on complex planning topics.

This in-office, full-time role requires 3+ years of advisory experience, active Series 7/66 and CFP preferred.