Wealth Management Growth Consultant — Hybrid

The Partners Group LLC; 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

Hybrid work schedule

Job summary

The Partners Group, a leading wealth management firm in Portland, OR, is seeking a Wealth Management Consultant to expand our advisory presence. You will identify qualified prospects, connect them with our advisory team, and cultivate meaningful referral networks that drive client portfolios and long-term trust.

The role emphasizes genuine relationship-building, community engagement, and collaboration with internal teams to deliver a seamless client experience from the first contact to advisory

Qualifications

• 7+ years of proven success generating new business, developing relationships, and closing opportunities in sales or related roles.
• Ability to build and sustain professional networks and referral partnerships.
• Series 65 license or ability to obtain within 90 days.

Responsibilities

• Build and nurture relationships with centers of influence, referral partners, and prospective clients.
• Develop and execute a strategic outreach plan to engage individuals and families.
• Qualify opportunities and coordinate with Wealth Management advisors for smooth transitions.
• Participate in community events and networking to expand visibility.
• Manage prospect and client interactions with professionalism and responsiveness.
• Track activity and pipeline progress using CRM tools.

Skills

Relationship building

Strong communication

Series 65

Consultative sales

Network development

Prospect generation

Job description

The Partners Group, a leading wealth management firm in Portland, OR, is seeking a Wealth Management Consultant to expand our advisory presence. You will identify qualified prospects, connect them with our advisory team, and cultivate meaningful referral networks that drive client portfolios and long-term trust.

The role emphasizes genuine relationship-building, community engagement, and collaboration with internal teams to deliver a seamless client experience from the first contact to advisory