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Senior Wealth Management Consultant

2 months ago

Portland, Oregon, United States Gpac Full time

Wealth Management Advisor

Are you a seasoned financial strategist looking to elevate your career beyond the constraints of a large corporation? Our firm is dedicated to fostering an environment built on mutual respect, collaboration, and ethical practices.

Position Overview: We are in search of accomplished wealth management advisors with a minimum of 4 years of experience and a proven track record of managing over $100 million in fee-based assets under management (AUM). If you have a robust client portfolio but feel unfulfilled in your current role, we would like to connect with you.

Our organization will supply you with qualified leads that promote your services locally, empowering you to become a recognized financial expert in your community. If you are currently bound by a non-compete or non-solicitation agreement, we are prepared to assist you in navigating these challenges. To thrive in this role, you must possess exceptional listening and communication skills, work effectively in a collaborative environment, and take pride in your contributions to client success. Upholding the highest ethical standards is essential.

  • Compensation: $100,000+ annually, based on the advisor's current AUM.

Requirements:

  • Minimum of 4 years of experience in a Registered Investment Advisor (RIA) or boutique firm.
  • Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
  • FINRA licenses 6, 7, 63, 66 (or 65) and Life & Health Insurance required.
  • Ability to manage a transferable book of business with at least $20 million in AUM.
  • A competitive yet collaborative spirit, with a passion for client service and growth.
  • Clean U4/U5 record.
  • Desire to work remotely, with options for local office arrangements if preferred.

Benefits:

  • Compensation starting at $100,000+ per year, depending on current AUM.
  • Brand marketing support.
  • Flexible work hours.
  • Professional development assistance.
  • Participation in a referral program.
  • Options for remote, hybrid, or in-office work.
  • No mandatory sales quotas.
  • Autonomy in managing your portfolio while leveraging our resources and support.

Desired Attributes:

  • Team-oriented with high integrity, capable of collaborating with colleagues nationwide.
  • Self-motivated, able to follow direction, provide insights on new initiatives, and manage multiple tasks.
  • Detail-oriented with strong organizational skills and a commitment to delivering high-quality work.
  • Excellent customer service and relationship-building abilities.
  • Strong written and verbal communication skills.
  • Willingness to engage with key stakeholders at all levels.

All discussions regarding this Wealth Management Advisor position are confidential. We are committed to providing equal employment opportunities regardless of race, age, color, sex, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is a leading search firm specializing in placing top professionals across various industries throughout the United States since 1990. Our competitive, client-focused approach ensures we deliver the right solutions at the right time.