Senior Investment Advisor: Manage $10M+ AUM & Growth

AlphaX; Gresham (OR); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Full health coverage

Option to purchase company shares

Annual marketing budget

Simple IRA retirement plan

Flexible benefits tailored to experience

Job summary

A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The candidate must possess a Series 7 license and be skilled in portfolio management and client communication. Benefits include full health coverage, opportunities for company shares, and a Simple IRA retirement plan.

Qualifications

• Minimum 5 years' experience as a Financial Advisor, Investment Consultant, or Wealth Manager.
• Proven history managing $10M+ in client assets.
• Deep understanding of portfolio construction and financial planning strategies.

Responsibilities

• Oversee a portfolio of clients with $10M+ under management.
• Design personalized financial strategies aligned with client goals.
• Conduct ongoing portfolio reviews based on market trends.

Skills

Financial advisory skills

Client relationship management

Portfolio management

Business development

Analytical skills

Education

Series 7 licensed

Additional Series 63/65/66 licenses

Job description

A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The candidate must possess a Series 7 license and be skilled in portfolio management and client communication. Benefits include full health coverage, opportunities for company shares, and a Simple IRA retirement plan.