Private Client Advisor: Holistic Wealth & Digital Advisory

Next Frontier Capital; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Commission opportunities

Discretionary incentive pay

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Next Frontier Capital is seeking an experienced Financial Advisor to join our Portland team. You will build a client book, provide personalized investment guidance, and collaborate with partners to deliver comprehensive financial solutions.

You will educate clients about digital tools and channels, while maintaining a client-centric, integrity-driven approach. The role emphasizes relationship management over portfolio-only work, with opportunities for growth in a dynamic financial services

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or to be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Education

Bachelor’s degree

CFP certification (preferred)

Job description

Next Frontier Capital is seeking an experienced Financial Advisor to join our Portland team. You will build a client book, provide personalized investment guidance, and collaborate with partners to deliver comprehensive financial solutions.

You will educate clients about digital tools and channels, while maintaining a client-centric, integrity-driven approach. The role emphasizes relationship management over portfolio-only work, with opportunities for growth in a dynamic financial services