Investment Advisor, CFP

Sanctuary Wealth; Portland (OR); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Competitive base salary

Performance-based bonus opportunities

Continuing education support

Two weeks paid vacation + holidays

Additional PTO opportunities

Hybrid work flexibility with remote Fr

Job summary

Deschutes Investment Consulting, a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The role focuses on managing and expanding wealth management client relationships while supporting growth within a collaborative, fiduciary team.

The ideal candidate has 5+ years in advisory roles, CFP®, Series 65, and experience with high-net-worth clients; proficient in MS Office and planning tools like eMoney.

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).

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

Client relationships

Communication

Team collaboration

MS Office proficiency

Education

CFP designation

Bachelor’s degree

Series 65 license

Tools

Charles Schwab

eMoney

Orion

Wealthbox

Microsoft Office

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

• Health insurance
• 401(k) retirement plan
• Competitive base salary
• Performance‑based bonus opportunities tied to individual and team success
• Continuing education and professional development support
• Two weeks paid vacation plus additional paid holidays
• Additional PTO opportunities may be approved
• Hybrid work flexibility with remote Fridays