Partner, Senior Wealth Advisor & Practice Leader

Mercer Advisors; Portland (OR); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Company-paid life & AD&D insurance

401(k) retirement plan

Generous paid time off

Job summary

A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities.

Qualifications

• 15+ years building relationships and managing wealth advisors required.
• Experience communicating benefits of wealth management platforms essential.
• Certified Financial Planner (CFP) designation required, additional certifications preferred.

Responsibilities

• Manage a team of Wealth Advisors and Leaders.
• Lead new client generation through referrals and outreach.
• Participate in regional leadership teams and strategic initiatives.

Skills

Building relationships

Mentoring and managing wealth advisors

Negotiation

Client-focused sales

Technical and analytical training

Proficiency with MS Office

Education

Bachelor’s degree in Business, Economics, Accounting or Finance

Master’s degree

Tools

Salesforce

Financial planning software

Job description

A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities.