Senior Investment Advisor, CFP®
Sanctuary WealthPORTLAND, OR
Posted May 20, 2026
100000 - 150000 USD
Full Time
About the Company
Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients.
Job Description
We are seeking an experienced and relationship-driven Senior Investment Advisor, CFP to join our growing Portland office. As a Senior Investment Advisor, you will be responsible for managing and expanding wealth management client relationships, providing comprehensive financial planning and investment guidance, and collaborating with an experienced advisory and planning team.
Requirements
- Wealth management experience
- Strong communication and organization skills
- Proficiency with financial planning software
- Strong integrity and commitment to acting in clients' best interests
Benefits
- Health insurance
- 401(k) retirement plan
- Competitive base salary
- Performance-based bonus opportunities
- Continuing education and professional development support
- Two weeks paid vacation plus additional paid holidays
- Additional PTO opportunities
- Hybrid work flexibility
