Investment Advisor, CFP

Sanctuary Wealth Group LLC

Portland (OR)

Hybrid

USD 100,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) retirement plan

Competitive base salary

Performance-based bonus opportunities

Continuing education and professional

Job summary

Deschutes Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework.

The ideal candidate has 5+ years in advisory roles, active Series 65, and CFP designation, with proven experience serving high-net-worth clients, executives, and business owners. Hybrid schedule—In-office Mon–Thu, Remote Fridays—offers flexibility.

Qualifications

Bachelor's degree required.
Minimum 5+ years of experience as an Investment Advisor or in a comparable advisory role.
Active Series 65 license and CFP designation required.
Experience working with high‑net‑worth clients, executives, and business owners.
Proficiency with Microsoft Office and financial planning software such as eMoney.

Responsibilities

Serve as the primary advisor for an assigned group of wealth management and financial planning clients.
Build and deepen client relationships through exceptional service and strategic financial guidance.
Collaborate with senior financial planning professionals on complex planning engagements.
Support business development efforts through referrals, professional relationships, and personal networks.
Promote the firm’s full suite of advisory and planning services to prospective and existing clients.

Skills

Relationship management

Financial planning

Client service excellence

Communication

Team collaboration

Education

Bachelor’s degree

CFP designation

Active Series 65 license

Tools

Microsoft Office

eMoney

Orion

Charles Schwab

Wealthbox

Job description

Description

Investment Advisor, CFP®

Location: Portland, OR (Downtown Office)

Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office Monday–Thursday, Remote Fridays)

Reports To: Practice Leader

Firm: Deschutes Investment Consulting LLC

About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.

Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee‑only fiduciary firm, advisors are not compensated through product sales or commissions — allowing the team to remain fully aligned with clients’ best interests.

The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.

Position Overview - Deschutes is seeking an experienced and relationship‑driven Senior Investment Advisor, CFP® to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm’s advisory platform.

The ideal candidate brings strong experience working with high‑net‑worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.

This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.

Responsibilities

Wealth Management & Client Advisory

Serve as the primary advisor for an assigned group of wealth management and financial planning clients
Build and deepen client relationships through exceptional service and strategic financial guidance
Collaborate with senior financial planning professionals on complex planning engagements
Support business development efforts through referrals, professional relationships, and personal networks
Promote the firm’s full suite of advisory and planning services to prospective and existing clients

Client Experience & Team Collaboration

Partner with the wealth management team to ensure a seamless onboarding experience for new clients
Work collaboratively across the organization to support client needs and overall team success
Provide support to other members of the Deschutes team as needed
Contribute ideas and participate actively in a highly collaborative office culture

Technology & Systems

Maintain proficiency and stay current with key systems and platforms including:
Charles Schwab
eMoney
Orion
Wealthbox
Microsoft Office Suite

Professional Development

Maintain required continuing education standards for CFP® and licensing requirements
Participate in occasional company‑sponsored conferences, training, and educational events, including some overnight travel

Requirements

What We’re Looking For

Required Qualifications

Bachelor’s degree required
Minimum 5+ years of experience as an Investment Advisor or in a comparable advisory role
Active Series 65 license
CFP® designation required
Experience working with high‑net‑worth clients, executives, and business owners
Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms)

Preferred Qualifications

Strong integrity and commitment to acting in clients’ best interests
Excellent communication, organization, and follow‑through skills
Self‑motivated with the ability to work both independently and collaboratively
Professional demeanor with strong discretion, confidentiality, and diplomacy
Relationship‑oriented mindset with a passion for client service and long‑term partnership building

Compensation & Benefits

Compensation Range: $100,000 – $150,000+ first-year compensation, depending on experience, with significant upside tied to revenue growth and firm success.

Benefits Include