Senior Investment Advisor, CFP

Deschutes Investment Consulting; Portland (OR); On-site; USD 100,000 - 150,000; Full time

Job summary

Deschutes Investment Consulting is hiring a Senior Investment Advisor, CFP® in Portland, Oregon. This full-time, on-site position focuses on delivering financial planning and investment advice to clients, including corporate retirement plan participants and families.

The ideal candidate will possess strong expertise in financial strategies, a current CFP® certification, and experience in wealth management. The role offers a starting salary between $100,000 and $150,000, commensurate with experience.

Qualifications

• Strong expertise in Financial Planning, including retirement, tax-aware, and estate-focused strategies.
• Deep knowledge of Investments and Investment Strategies, including portfolio construction, asset allocation, and risk management.
• Several years of experience as a client-facing advisor in wealth management or institutional retirement consulting.

Responsibilities

• Deliver comprehensive financial planning and investment advice.
• Collaborate with internal team members to support 401(k) and other retirement plans.
• Maintain detailed client records and identify new business opportunities.

Skills

Financial Planning

Investment Strategies

Customer Service

Risk Management

Education

CFP® certification

CFA, CIMA, ChFC (preferred)

Tools

Financial planning software

CRM systems

Job description

Company Description

Deschutes Investment Consulting is an independently owned, SEC-registered investment advisory firm founded in 1997, currently managing nearly $2 billion in assets for over 200 corporate and individual clients. The firm serves primarily regional and Northwest-based companies that value strong retirement benefits, with special expertise in architecture, manufacturing, medical, and professional services firms. Deschutes offers a holistic, proprietary consulting process focused on fiduciary oversight, plan investments, custodial platform utilization, employee education, personalized advice, and cost management for retirement plans. For individual clients, the firm functions as a full-service wealth management office, providing comprehensive financial planning, investment management, insurance, and tax and estate planning strategies using modern tools and technology. Additional information about the firm and its services is available at www.deschutesinvestment.com.

Role Description

The Senior Investment Advisor, CFP® is a full-time, on-site role based in the Portland, Oregon Metropolitan Area. This role is responsible for delivering comprehensive financial planning and investment advice to corporate retirement plan participants, business owners, executives, families, and individual clients. Day-to-day activities include meeting with clients to assess financial goals, developing and presenting customized financial plans, and constructing and monitoring investment portfolios aligned with clients’ risk profiles and time horizons. The Senior Investment Advisor will collaborate with internal team members to support 401(k) and other retirement plans, including participant education, plan reviews, and fiduciary oversight support. Additional responsibilities include maintaining detailed client records, staying current on market trends and regulatory changes, identifying new business opportunities, and supporting the firm’s growth through professional networking and client referrals.

Qualifications

• Strong expertise in Financial Planning, including retirement, tax-aware, and estate-focused strategies.
• Deep knowledge of Investments and Investment Strategies, including portfolio construction, asset allocation, and risk management.
• Solid foundation in Finance, including capital markets, economic concepts, and analysis of investment vehicles.
• Demonstrated commitment to excellent Customer Service, including clear communication, active listening, and a client-centered approach.
• Current CFP® certification required; additional professional designations (e.g., CFA, CIMA, ChFC) are a plus.
• Several years of experience as a client-facing advisor in wealth management or institutional retirement consulting.
• Experience with qualified retirement plans (e.g., 401(k), 403(b)) and fiduciary best practices highly preferred.
• Proficiency with financial planning software, CRM systems, and standard office tools.
• Ability to work effectively on-site in a collaborative team environment and manage a diverse client workload independently.

Starting Salary $100,000 - $150,000 depending on experience.