Wealth Management Growth Consultant (Hybrid)

The Partners Group LLC; Portland (ME); 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 LLC is seeking a Wealth Management Consultant to join our Wealth Management team in Portland, OR. You will develop referral networks, connect prospects with our advisory team, and grow client portfolios through authentic relationship building.

This role emphasizes a consultative approach, community involvement, and collaboration with internal teams to deliver long-term financial peace of mind for clients.

Qualifications

• 7 years of proven success generating new business, developing relationships, and closing opportunities in sales or business development.
• 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.

Responsibilities

• 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 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.

Skills

New business growth

Networking

Communication skills

Relationship-building

Tools

CRM

Job description

The Partners Group LLC is seeking a Wealth Management Consultant to join our Wealth Management team in Portland, OR. You will develop referral networks, connect prospects with our advisory team, and grow client portfolios through authentic relationship building.

This role emphasizes a consultative approach, community involvement, and collaboration with internal teams to deliver long-term financial peace of mind for clients.