Senior Wealth Planner – Autonomy in High-Net-Worth Planning

Becker Capital Management, Inc.; Portland (OR); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary 90k-110k

Health and vision insurance

Life insurance

Long-Term Disability insurance

Employee Assistance Program

Profit-Sharing Plan

PTO/Vacation plan

Job summary

Becker Capital Management, Inc. is seeking an experienced Wealth Planner to join our team serving high-net-worth individuals and families. You will collaborate with wealth planners and relationship managers to deliver sophisticated planning and guidance.

The role covers retirement, tax, estate, education, charitable, and investment planning, with direct client interaction and ongoing relationship management. Join a firm that values thoughtful growth and client service.

Qualifications

• 2-5+ years of client-facing wealth planning experience.
• CFP designation in progress or completed.
• Knowledge of wealth planning concepts including retirement, tax, estate and cash flow.
• Strong client service and professional communication skills.

Responsibilities

• Work one on one with clients to prepare and present comprehensive wealth plans and recommendations.
• Analyze retirement, tax, estate, business transition, equity compensation and cash flow planning.
• Proactive and regular communication with assigned clients.
• Lead, manage and grow client relationships as the primary planner.
• Coordinate with relationship managers when wealth planning services are performed.
• Collaborate with Wealth Strategist and Philanthropic Advisor as needed.
• Assist with prospective client meetings to demonstrate the value of planning.
• Participate in bi-weekly advisory diligence meetings.
• Develop and present planning content internally and externally.
• Write blogs and participate in video updates.
• Coordinate with CPAs and attorneys and support firm planning processes.

Skills

Wealth planning tools

Client service

Regulatory awareness

Relationship management

Education

CFP designation in progress

Job description

Becker Capital Management, Inc. is seeking an experienced Wealth Planner to join our team serving high-net-worth individuals and families. You will collaborate with wealth planners and relationship managers to deliver sophisticated planning and guidance.

The role covers retirement, tax, estate, education, charitable, and investment planning, with direct client interaction and ongoing relationship management. Join a firm that values thoughtful growth and client service.