Senior Wealth Advisor for High-Net-Worth Clients

Financial Advisors

Vancouver (WA)

On-site

USD 120,000 - 165,000

Full time

14 days+

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Benefits offered by this job

100% paid employee medical premiums (H

401(k) with employer contribution

PTO with tenure and additional holiday

Early office closure Fridays

Columbia River waterfront office in WA

Job summary

Martel Wealth Advisors in Vancouver, WA is seeking a Financial Advisor to act as the primary relationship owner for high‑net‑worth clients. You will deliver integrated financial guidance, lead client meetings, and coordinate with portfolio management, tax professionals, and estate attorneys to craft comprehensive planning strategies.

The role is based in our Vancouver, WA office serving the Portland/Vancouver metro area.

Qualifications

7–10+ years of client-facing advisory experience in wealth management.
CFP certification preferred; candidates with equivalent experience will be considered.
Strong relationship management and communication skills.
Established or demonstrable professional network within the Portland/Vancouver metro area.
Ability to develop new client relationships independently and with the firm.

Responsibilities

Serve as a primary advisor and trusted partner to Martel Wealth Advisors clients.
Deliver comprehensive financial planning across investments, taxes, retirement income, estate planning, insurance, and life events.
Lead client meetings, including preparation and follow-through.
Collaborate with Portfolio Services to implement investment and planning strategies.
Drive organic growth through referrals, COI relationships, and partnership with Business Development.