Wealth Management Relationship Consultant

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

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

Retirement plan

Employee ownership opportunities

Hybrid work schedule

Volunteer time

Job summary

The Partners Group in Portland, OR is seeking a Wealth Management Consultant to expand our presence by connecting qualified prospects with our advisory team. You will develop meaningful referral networks and cultivate relationships to growth client portfolios and the long-term strength of our Wealth Management division.

The ideal candidate excels at building authentic relationships, is active in the community, and thrives in a collaborative, consultative environment focused on delivering

Qualifications

• 7+ years of proven success generating new business and closing opportunities.
• Strong ability to build and sustain professional networks and referral partnerships.
• Series 65 license required; within 90 days of hire.
• Excellent communication skills with a client-first mindset.
• Ability to articulate the value of a consultative wealth management 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 engage individuals and families who may benefit from wealth management services.
• Qualify opportunities and partner with Wealth Management advisors to ensure a smooth transition to advisory conversations.
• Participate in community events and networking opportunities to expand visibility and presence.
• Manage prospect and client interactions with professionalism and responsiveness.
• Track activity and pipeline progress using CRM tools to support sales execution.

Job description

The Partners Group in Portland, OR is seeking a Wealth Management Consultant to expand our presence by connecting qualified prospects with our advisory team. You will develop meaningful referral networks and cultivate relationships to growth client portfolios and the long-term strength of our Wealth Management division.

The ideal candidate excels at building authentic relationships, is active in the community, and thrives in a collaborative, consultative environment focused on delivering