Private Client Advisor - Grow Mass Affluent Wealth

COMFORT SYSTEMS; Portland (OR); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Commission and deferred incentive compensation

Flexible work options in certain situations

Job summary

COMFORT SYSTEMS is seeking a Private Client Advisor to focus on our Mass Affluent client base in Portland, Oregon. This role involves providing tailored investment solutions and maintaining strong relationships with clients and partners. The Advisor will host financial wellness conversations and manage investment services for clients with significant investable assets.

We are looking for candidates with strong sales skills, a passion for client relationship management, and the necessary FINRA licenses. This is an exciting opportunity to contribute to the financial wellness of our clients while working in a supportive and inclusive environment.

Qualifications

• High School Diploma or equivalent experience required.
• Bachelor's Degree preferred.
• FINRA Security Industry Essentials (SIE) and other licenses required.

Responsibilities

• Grow new clients and expand existing relationships with clients over $50,000.
• Host Financial Wellness conversations and complete financial plans.
• Utilize consultative sales process, provide financial solutions.
• Achieve sales production and referral goals.

Skills

Sales

Client Relationship Management

Financial Planning

Investment Solutions

Consultative Sales

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

Financial Services Systems

Job description

COMFORT SYSTEMS is seeking a Private Client Advisor to focus on our Mass Affluent client base in Portland, Oregon. This role involves providing tailored investment solutions and maintaining strong relationships with clients and partners. The Advisor will host financial wellness conversations and manage investment services for clients with significant investable assets.

We are looking for candidates with strong sales skills, a passion for client relationship management, and the necessary FINRA licenses. This is an exciting opportunity to contribute to the financial wellness of our clients while working in a supportive and inclusive environment.