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Lead Financial Advisor

1 month ago

Portland, United States S Piper Staffing LLC Full time

Title: Lead Financial Advisor (CFP)

Type: Full-time/Perm/Fully On-site

Locations: Portland, OR and Seattle, WA


Summary:


Our client is seeking a Lead Advisor (CFP) to join their team in Portland, OR Ideal candidates will have extensive experience working directly with high-net-worth individual clients with assets exceeding $3M, trust and estate planning, business development, and very strong wealth management experience.


Responsibilities:


  • Act as a personal CFO for existing and new clients.
  • Lead the client relationship and deliver exceptional service and client experiences.
  • Design, implement, and manage wealth management plans that support our client's passions and purpose.
  • Leverage internal and external resources to achieve client objectives, including Investment Management, Trust and Estate Planning, Tax Planning, Risk Management, and General Planning.
  • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
  • Cultivate and develop deep relationships with custodial retail branches in collaboration with the national team.
  • Create opportunities and represent the firm at public speaking events including community events, industry events, etc.
  • Lead and collaborate with the local service team to ensure client retention and satisfaction is high.
  • Support the Business Development Team in new client acquisition through participation in the sales process.
  • Generate referrals from existing clients.
  • Provide teammates with timely, candid, and constructive performance feedback.
  • Develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
  • Assist with the development and presentation of training programs, including coaching team members on financial planning strategies.

Qualifications/Experience:


  • Bachelor's Degree is required.
  • Must be a Certified Financial Planner™ with the CFP®) designation.
  • 6+ years in financial and estate planning related position from a wealth management or professional financial services company.
  • Expertise in high net-worth individuals, trusts, estate planning, tax, retirement planning, insurance, investment, and cash flow/capital needs planning analysis.
  • Unquestioned commitment to integrity in personal and professional activities.
  • Highly motivated with ability to function well in a fast-paced environment.
  • Self-starter by nature with excellent organizational skills.
  • Excellent communication and presentation skills.
  • Ability to manage heavy workloads and projects, many on a time-sensitive basis.
  • Ability to interact with a team of professionals with a wide range of financial and tax activities.


About S Piper Staffing:


S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.


As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.