FInancial Advisor

Financial Advisors•Vancouver, WA

1d•$120,000 - $165,000•Onsite

About The Position

Martel Wealth Advisors, Inc. is an independent, boutique investment management firm based in the Pacific Northwest since 1982. Today, we advise high-net-worth families and employer-sponsored retirement plans across 10+ states with over $1 billion in assets under management. The firm, supported by a dedicated team of specialists and built on a team-based approach, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA. The Financial Advisor serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance. Advisors lead client meetings, develop integrated planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that encompasses the full financial picture. This role is based in our Vancouver, WA office and serves clients across the Portland/Vancouver metro area. Advisors manage established relationships while contributing to organic growth through referrals, COI partnerships, and community presence.

Requirements

7–10+ years of client-facing advisory experience in wealth management or related financial services business
CFP® certification preferred; candidates with equivalent experience and a demonstrated planning orientation will be considered
Strong relationship management and communication skills
Established or demonstrable professional network within the Portland/Vancouver metro area
Ability to develop new client relationships independently and in partnership with the firm

Nice To Haves

Retirement and income planning — helping clients transition from accumulation to distribution, including Social Security timing, drawdown strategy, and tax-efficient income sourcing
Complex compensation and business income — partnership structures, deferred compensation, practice ownership, and pre-liquidity event planning
Integrated tax and estate planning — working alongside CPAs and estate attorneys to deliver coordinated, proactive advice across a client’s full financial picture
Investment planning and portfolio strategy — translating client goals and risk tolerance into clear, coherent investment plans in partnership with the portfolio services team
Family wealth and legacy planning — engaging both spouses and, where relevant, the next generation in meaningful financial conversations

Responsibilities

Serve as a primary advisor and trusted partner to MWA clients
Deliver comprehensive financial planning across investments, taxes, retirement income, estate planning, insurance, and major life transitions
Lead client meetings, including preparation and follow-through
Collaborate with the Portfolio Services team to implement investment and planning strategies aligned with client goals
Drive organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team