Financial Investment Consultant

AlphaX; Gresham (OR); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Full health coverage

Option to purchase company shares

Annual marketing budget

Simple IRA retirement plan

Flexible benefits tailored to experience

Job summary

A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The candidate must possess a Series 7 license and be skilled in portfolio management and client communication. Benefits include full health coverage, opportunities for company shares, and a Simple IRA retirement plan.

Qualifications

• Minimum 5 years' experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
• Proven history managing $10M+ in client assets.
• Deep understanding of portfolio construction and financial planning strategies.
• Familiarity with Registered Investment Advisor (RIA) platforms preferred.
• Deep understanding of portfolio construction, asset allocation, and financial planning strategies.

Responsibilities

• Oversee a portfolio of clients with $10M+ under management.
• Design personalized financial strategies aligned with client goals.
• Conduct ongoing portfolio reviews based on market trends.
• Maintain regular, proactive communication with clients through meetings, calls, and performance updates.
• Ensure compliance with FINRA, SEC, and state regulatory standards.
• Leverage firm resources and marketing support to expand client relationships across Gresham.
• Collaborate with internal teams to ensure accurate account servicing and documentation.

Skills

Financial advisory skills

Client relationship management

Portfolio management

Business development

Analytical skills

Analytical skills

Education

Series 7 licensed

Additional Series 63/65/66 licenses

Tools

RIA platforms

Job description

Overview

We are looking for a seasoned Financial Investment Consultant to join our independent advisory firm in Gresham, OR. This full-time position offers performance-based incentives for professionals managing $10 million or more in client assets. The ideal candidate will have at least 5 years of experience in wealth management, investment consulting, or financial advisory, hold an active Series 7 license, and be ready to provide strategic portfolio management and financial planning for individuals and families throughout Gresham.

Responsibilities

• Oversee and grow a portfolio of clients with $10M+ under management in Gresham, OR.
• Design and implement personalized financial strategies aligned with retirement, tax, and wealth preservation goals.
• Conduct ongoing portfolio reviews, adjusting allocations based on market trends and client objectives.
• Maintain regular, proactive communication with clients through meetings, calls, and performance updates.
• Ensure compliance with FINRA, SEC, and state regulatory standards.
• Leverage firm resources and marketing support to expand client relationships across Gresham.
• Collaborate with internal teams to ensure accurate account servicing and documentation.

Requirements

• Minimum 5 years' experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
• Series 7 licensed; additional Series 63/65/66 licenses are a plus.
• Proven history managing $10M+ in client assets.
• Familiarity with Registered Investment Advisor (RIA) platforms preferred.
• Deep understanding of portfolio construction, asset allocation, and financial planning strategies.
• Strong ability to cultivate and maintain long-term client relationships.
• Self-driven with excellent business development and client acquisition skills.
• Exceptional analytical, communication, and interpersonal capabilities.

Benefits

• Full health coverage
• Option to purchase company shares
• Annual marketing budget to support business growth
• Simple IRA retirement plan
• Flexible benefits tailored to experience and personal goals

Apply directly to be considered for immediate review.