Senior Associate Advisor - Holistic Wealth Management

Infinite Heights Wealth Management; Portland (OR); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

401(k) retirement plan

Job summary

A financial planning firm in Portland, OR is seeking an experienced Associate Advisor to manage client relationships and provide comprehensive financial planning. This full-time, in-office role requires a minimum of 3+ years in financial advisory, strong communication skills, and active Series 7 and 66 licenses. The selected candidate will lead client onboarding, manage comprehensive financial planning tasks, and collaborate with senior advisors. Competitive compensation includes a base salary with bonus opportunities and comprehensive benefits.

Qualifications

• Minimum 3+ years of financial advisory experience with a proven track record of client acquisition and retention.
• Active Series 7 and 66 (or 63/65) licenses required.
• CFP® designation is highly preferred or in progress.

Responsibilities

• Serve as the primary relationship manager and first point of contact for assigned client households.
• Build and maintain trusted relationships with clients through proactive communication.
• Manage the full scope of financial planning including retirement, tax, and estate planning.

Skills

Client relationship management

Financial advisory

Communication skills

Organizational skills

Proactive problem-solving

Education

Bachelor’s degree in Finance, Business, or related field

Tools

eMoney

Wealthbox

Job description

A financial planning firm in Portland, OR is seeking an experienced Associate Advisor to manage client relationships and provide comprehensive financial planning. This full-time, in-office role requires a minimum of 3+ years in financial advisory, strong communication skills, and active Series 7 and 66 licenses. The selected candidate will lead client onboarding, manage comprehensive financial planning tasks, and collaborate with senior advisors. Competitive compensation includes a base salary with bonus opportunities and comprehensive benefits.