About the Company
A nationally recognized, independent wealth management firm (RIA) that ranks among the largest and fastest-growing in the country. The firm pairs comprehensive financial planning with in-house tax, investment and estate expertise, and supports its advisors with deep resources while keeping a local, team-based client experience. This opening is with an established practice in the Portland, OR area.
The Role
You’ll join a well-established practice managing more than $100M in client assets, working alongside a senior lead advisor to serve and grow a loyal client base. The team includes a second advisor who focuses on tax planning, plus a Senior Client Service Manager and a Client Service Associate. This is a long-term career opportunity with significant growth potential for an advisor who wants to deepen client relationships and take on increasing responsibility within the practice. Success is measured by client retention and satisfaction, new client growth, and your expanding role in the practice.
Key Responsibilities
- Build trusted relationships with the practice’s existing clients and become a primary point of contact over time
- Deliver comprehensive financial planning, working closely with the team’s tax-focused advisor
- Grow the practice through new client development, supported by a strong referral pipeline
- Partner with the lead advisor on client meetings, reviews and planning
- Lead a high-touch client service model alongside the client service team
- Take on increasing responsibility within the practice as you grow
Qualifications
- Experienced financial advisor with a track record of managing and growing client relationships
- Strong financial planning skills; comfort integrating tax considerations into planning
- Proven business development ability
- Relationship-oriented, with a client-first approach to service
- Looking for a long-term home and career growth within an established practice
- Within reasonable commuting distance of Clackamas, OR
Preferred
- CFP® designation
- Experience serving and building trust with women clients and families
- Experience in an RIA or team-based advisory practice
Compensation: Base + incentives
For additional information contact: Ryan Rogan at 443-913-6397 or rrogan@rogangroup.com, or Andrew Nathans at 443-842-0692 or anathans@rogangroup.com