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Wealth Management Consultant

2 months ago

Portland, Oregon, United States Gpac Full time

Wealth Management Consultant

Are you a seasoned wealth management consultant seeking a more ethical and collaborative environment? We believe in transforming financial challenges into opportunities for growth.

Position Overview: Our firm is in search of skilled wealth management consultants with a minimum of 4 years of experience who currently manage at least $100 million in fee-based assets under management (AUM) or demonstrate the potential to achieve this milestone. If you have a robust client portfolio and feel unfulfilled in your current role, we would like to engage in a conversation with you.

We offer qualified leads that will promote your services locally, positioning you as a leading wealth management consultant in your community. If you are bound by a non-compete or non-solicitation agreement, we are willing to work with you to navigate these challenges. To thrive in this role, you must possess excellent listening and communication skills, be a team player, and take pride in your contributions to client success. Upholding the highest ethical standards is essential.

  • Compensation: $100,000+ annually, based on your current AUM.

Required Qualifications:

  • 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.
  • Possession of FINRA licenses 6, 7, 63, 66 (or 65) and Life & Health Insurance is mandatory.
  • Management of a transferable book of business with a minimum of $20 million in AUM.
  • A competitive yet collaborative spirit, with a passion for client service and growth.
  • Clean U4/U5 record.
  • Willingness to work remotely, with options for local office arrangements if preferred.

Benefits:

  • Competitive salary starting at $100,000+ annually, based on 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 benefiting from our resources and supportive team.

Desired Personal Attributes:

  • Team-oriented with a high level of integrity, capable of collaborating with teams nationwide.
  • Self-motivated, able to follow directions, contribute ideas for new initiatives, and manage multiple tasks effectively.
  • Detail-oriented with exceptional organizational skills, delivering high-quality work with accuracy.
  • Strong customer service and relationship-building capabilities.
  • Excellent written and verbal communication skills.
  • Willingness to engage at all levels with key stakeholders.

All discussions regarding this Wealth Management Consultant position are confidential. We are committed to equal opportunity employment and consider all qualified applicants without regard to 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 distinguished search firm dedicated to placing top-tier professionals across various industries throughout the United States.