Wealth Management Consultant

Socket.dev; Portland (OR); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Paid time off

Medical and dental insurance

Life and disability insurance

Retirement plan

Employee ownership opportunities

Job summary

The Partners Group in Portland, OR is seeking a Wealth Management Consultant to grow our advisory presence by connecting qualified prospects with our advisory team and developing referral networks. You will identify opportunities and guide prospects toward the right experts for a meaningful financial future.

You thrive on authentic relationship-building and community involvement, delivering consultative wealth management solutions to families while maintaining high standards of integrity and

Qualifications

• 7+ years of proven success generating new business and closing opportunities in a sales or relationship-focused role.
• Strong professional networks and referral partnerships.
• Ability to communicate complex wealth concepts clearly.

Responsibilities

• Build and nurture relationships with centers of influence to generate new business opportunities.
• Develop and execute a strategic outreach plan to engage prospective clients.
• Qualify opportunities and partner with Wealth Management advisors to ensure smooth transitions.
• Participate in community events to expand visibility and presence.
• Track activity and pipeline progress using CRM tools.

Skills

Relationship building

Networking

Prospecting

Communication skills

Education

Series 65 license

Job description

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

How you will make an impact at TPG

As a Wealth Management Consultant, you will play a central role in expanding TPG’s Wealth Management presence by identifying and connecting qualified prospects with our advisory team. By developing meaningful referral networks and cultivating new relationships, you directly contribute to the growth of client portfolios and the long-term strength of our Wealth Management division. Your ability to engage prospects, understand their needs, qualify opportunities, and introduce them to the right experts ensures a seamless and high-quality client experience from the first interaction. Rather than selling a product, you'll help connect people to a team that can make a meaningful difference in their financial future and long-term peace of mind.

We’re looking for someone who thrives on building authentic relationships, enjoys being active in the community, and takes pride in creating opportunities through a strong network of professional connections. It’s an ideal fit for a self-directed professional who is naturally curious, highly collaborative, and energized by connecting people with solutions that can make a lasting difference for them, their families, and their future.

A typical day in this role

• Build and nurture relationships with centers of influence, referral partners, and prospective clients to generate new business opportunities


• Develop and execute a strategic outreach plan to identify and engage individuals and families who may benefit from TPG’s wealth management services


• Qualify prospective opportunities and partner with Wealth Management advisors and internal team to ensure a smooth transition from prospect engagement to advisory conversations


• Participate in community events, industry functions, and networking opportunities to expand TPG’s visibility and presence


• Manage prospect and client interactions with professionalism, responsiveness, and attention to detail


• Track business development activity and pipeline progress using CRM tools to support consistent sales execution
  

Key details

Title: Wealth Management Consultant

Location: Portland, OR (preferred); in-office with hybrid remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $150,000-175,000 annually (DOE) + commission structure

Physical Requirements: Ability to sit for extended periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time

Travel: Minimal, if any

Requirements

What you’ll bring to the table

• 7+ years of proven success generating new business, developing relationships, and closing opportunities in a sales, business development, or relationship-focused role


• Demonstrated ability to build and sustain strong professional networks and referral partnerships


• Series 65 license required; now or able to obtain within 90 days of hire


• Strong communication skills with the ability to engage prospects and convey complex concepts clearly


• Client-first mindset with a track record of delivering a high-quality, relationship-driven experience


• Ability to understand and confidently communicate the value of a consultative wealth management experience, even if your background is outside of financial services

What will make you really stand out

• Experience working with or building relationships within the construction, trades, business owner, or executive leadership communities


• Experience working in financial services, wealth management, insurance, banking, or another relationship-based professional services industry


• Familiarity with managing a long, consultative sales cycle involving multiple stakeholders


• Active involvement in local community, civic, or industry organizations that support network growth

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:

• A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities


• Ongoing support & development, including Continuing Education and encouragement toward professional designations


• A hybrid work schedule that supports flexibility while maintaining strong team connection


• Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

PLEASE NOTE: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.