Wealth Management Relationship Architect (Hybrid)

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

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