Senior Investment Advisor, CFP®

Sanctuary Wealth•Portland, OR

5d•Hybrid

About The Position

Deschutes Investment Consulting is seeking an experienced and relationship-driven Senior Investment Advisor, CFP® to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm’s advisory platform. The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance. This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.

Requirements

Bachelor’s degree required
Minimum 7+ years of experience as an Investment Advisor or in a comparable advisory role
Active Series 65 license
CFP® designation required
Experience working with high-net-worth clients, executives, and business owners
Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms)
Strong integrity and commitment to acting in clients’ best interests
Excellent communication, organization, and follow-through skills
Self-motivated with the ability to work both independently and collaboratively
Professional demeanor with strong discretion, confidentiality, and diplomacy
Relationship-oriented mindset with a passion for client service and long-term partnership building

Responsibilities

Serve as the primary advisor for an assigned group of wealth management and financial planning clients
Build and deepen client relationships through exceptional service and strategic financial guidance
Collaborate with senior financial planning professionals on complex planning engagements
Support business development efforts through referrals, professional relationships, and personal networks
Promote the firm’s full suite of advisory and planning services to prospective and existing clients
Partner with the wealth management team to ensure a seamless onboarding experience for new clients
Work collaboratively across the organization to support client needs and overall team success
Provide support to other members of the Deschutes team as needed
Contribute ideas and participate actively in a highly collaborative office culture
Maintain proficiency and stay current with key systems and platforms including: Charles Schwab, eMoney, Orion, Wealthbox, Microsoft Office Suite
Maintain required continuing education standards for CFP® and licensing requirements
Participate in occasional company-sponsored conferences, training, and educational events, including some overnight travel