Wealth Management Growth Consultant (Hybrid)

The Partners Group; Portland (OR); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Generous PTO

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

Retirement Plan

Employee Ownership

Hybrid Schedule

Volunteer time

Job summary

The Partners Group in Portland, OR is seeking a Wealth Management Consultant to expand our Wealth Management presence by connecting qualified prospects with our advisory team. You will build referral networks, qualify opportunities, and guide clients through a consultative wealth management experience.

This role emphasizes relationship-building, community involvement, and a client-first mindset. A Series 65 license is required, with relocation not necessary for the right candidate.

Qualifications

• 7+ years of proven success generating new business, developing relationships, and closing opportunities in a sales/BD/relationship-focused role.
• Series 65 license required; must obtain within 90 days of hire.
• Strong communication with clients and prospects; client-first mindset.

Responsibilities

• Build 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 wealth management services.
• Qualify opportunities and coordinate with Wealth Management advisors to ensure smooth transitions to advisory conversations.
• Participate in community events and networking opportunities to expand visibility and presence.
• Manage interactions with professionalism, responsiveness, and attention to detail; track activity in CRM.

Skills

Business development

Relationship building

Networking

Communication

Education

Series 65 license

Job description

The Partners Group in Portland, OR is seeking a Wealth Management Consultant to expand our Wealth Management presence by connecting qualified prospects with our advisory team. You will build referral networks, qualify opportunities, and guide clients through a consultative wealth management experience.

This role emphasizes relationship-building, community involvement, and a client-first mindset. A Series 65 license is required, with relocation not necessary for the right candidate.