Senior Wealth Advisor - High-Net-Worth Clients (In-Office)

Aspen Standard Wealth; Vancouver (WA); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Medical (vision) insurance

401(k) with employer contribution

PTO + holidays

Early Friday office closure

CFP/CFA pursuit support

Job summary

Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance.

You will lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that encompasses the full financial picture. This role is based in our Vancouver, WA office and serves clients across the Portland/Vancouver metro area.

Qualifications

• 7–10+ years of client-facing advisory experience in wealth management or related financial services.
• 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 primary advisor and trusted partner to MWA clients.
• Deliver comprehensive financial planning across investments, taxes, retirement, estate planning, insurance, and life transitions.
• 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 partnerships with Business Development.

Skills

Strong relationship management

Effective communication

Develop new client relationships

Local network Portland/Vancouver

Education

CFP certification preferred

Job description

Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance.

You will lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that encompasses the full financial picture. This role is based in our Vancouver, WA office and serves clients across the Portland/Vancouver metro area.