Financial Investment Consultant

AlphaX; Portland (OR); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Fully paid dental and vision coverage

Option to purchase company shares

Annual marketing budget

Simple IRA retirement plan

Flexible benefits package

Job summary

An independent investment advisory firm in Portland, OR is seeking a Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client portfolios and developing tailored financial plans, adhering to regulatory requirements. The ideal candidate will have a Series 7 license and a proven track record managing significant assets. The firm offers competitive benefits including dental and vision coverage as well as an IRA retirement plan.

Qualifications

• 5+ years of experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
• Series 7 licensed; additional Series 63/65/66 licenses preferred.
• Proven track record managing $10M+ in client assets.
• Experience with RIA platforms is preferred.

Responsibilities

• Manage and expand a portfolio of clients with a minimum of $10M under management.
• Develop and implement customized financial plans for clients.
• Conduct regular portfolio reviews and rebalance investments.
• Maintain proactive communication with clients via meetings, calls, and reports.
• Ensure adherence to FINRA, SEC, and state regulations.
• Leverage firm resources to grow client relationships across the Portland market.
• Collaborate with internal teams for seamless account servicing and accurate documentation.

Skills

Client relationship development

Wealth management

Portfolio management

Analytical skills

Business development

Business development

Series 7

FINRA licenses

Tools

RIA platforms

Job description

We are seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, OR. The ideal professional will have 5+ years of experience in wealth management, investment consulting, or financial advisory, and hold active Series 7 licensing. This position focuses on portfolio management, client relationship development, and strategic financial planning for individuals and families throughout the Portland area.

Responsibilities

• Manage and expand a portfolio of clients with a minimum of $10M under management in Portland, OR.
• Develop and implement customized financial plans aligned with clients' retirement, tax, and wealth preservation objectives.
• Conduct regular portfolio reviews and rebalance investments according to market trends and client goals.
• Maintain proactive communication with clients via meetings, calls, and performance reporting.
• Ensure adherence to FINRA, SEC, and state regulatory requirements.
• Utilize firm resources and marketing support to grow client relationships across the Portland market.
• Collaborate with internal teams for seamless account servicing and accurate documentation.

Requirements

• 5+ years of experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
• Series 7 licensed; additional Series 63/65/66 licenses preferred.
• Proven track record managing $10M+ in client assets.
• Experience with Registered Investment Advisor (RIA) platforms preferred.
• Strong knowledge of portfolio construction, asset allocation, and financial planning strategies.
• Demonstrated ability to develop and maintain long‑term client relationships.
• Self‑motivated with strong business development and client acquisition skills.
• Excellent analytical, communication, and interpersonal skills

Benefits

• Fully paid dental and vision coverage
• Option to purchase company shares
• Annual marketing budget to support business growth
• Simple IRA retirement plan
• Flexible benefits package tailored to experience and goals

Apply directly to be considered for immediate review.