Senior Wealth Advisor for High-Net-Worth Planning

Martel Wealth Advisors, LLC; Vancouver (WA); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Medical premiums

401(k) plan

PTO with tenure

Holidays and early Friday closure

CFP/CFA program support

Job summary

Martel Wealth Advisors, Inc. in Vancouver, WA, is seeking a senior Financial Advisor to manage high-net-worth client relationships and provide integrated financial planning.

This onsite role collaborates with portfolio services, tax professionals, and estate attorneys to deliver comprehensive guidance across investments, retirement, and wealth strategies. Based in Vancouver, the advisor supports clients across the Portland/Vancouver metro area, building relationships through referrals, COI

Qualifications

• 7–10+ years of client-facing advisory experience in wealth management or related financial services
• CFP certification preferred; candidates with equivalent experience and a planning orientation will be considered
• Strong relationship management and communication skills; established professional network in the Portland/Vancouver metro area
• Ability to develop new client relationships independently and in partnership with the firm

Responsibilities

• Serve as a primary advisor and trusted partner to MWA clients
• Deliver comprehensive financial planning across investments, taxes, retirement income, estate planning, insurance, and major life transitions
• Lead client meetings, including preparation and follow-through
• Collaborate with the Portfolio Services team to implement investment and planning strategies aligned with client goals
• Drive organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team

Skills

Client-facing advisory

Relationship management

Networking in Portland/Vancouver

Independent business development

CFP preferred

Job description

Martel Wealth Advisors, Inc. in Vancouver, WA, is seeking a senior Financial Advisor to manage high-net-worth client relationships and provide integrated financial planning.

This onsite role collaborates with portfolio services, tax professionals, and estate attorneys to deliver comprehensive guidance across investments, retirement, and wealth strategies. Based in Vancouver, the advisor supports clients across the Portland/Vancouver metro area, building relationships through referrals, COI