Wealth Management Consultant

The Partners Group LLC•Tigard, OR

just now•$150,000 - $175,000•Hybrid

About The Position

The Partners Group (TPG) is seeking a relationship-driven business development professional to join their Wealth Management team in Portland, OR. This role is ideal for someone who excels at building trusted relationships, creating new opportunities through their network, and connecting people with services that can make a meaningful impact on their lives. As a Wealth Management Consultant, you will play a central role in expanding TPG’s Wealth Management presence by identifying and connecting qualified prospects with their advisory team. By developing meaningful referral networks and cultivating new relationships, you will directly contribute to the growth of client portfolios and the long-term strength of their Wealth Management division. Your ability to engage prospects, understand their needs, qualify opportunities, and introduce them to the right experts ensures a seamless and high-quality client experience from the first interaction. Rather than selling a product, you'll help connect people to a team that can make a meaningful difference in their financial future and long-term peace of mind. TPG is looking for someone who thrives on building authentic relationships, enjoys being active in the community, and takes pride in creating opportunities through a strong network of professional connections. It’s an ideal fit for a self-directed professional who is naturally curious, highly collaborative, and energized by connecting people with solutions that can make a lasting difference for them, their families, and their future.

Requirements

7+ years of proven success generating new business, developing relationships, and closing opportunities in a sales, business development, or relationship-focused role
Demonstrated ability to build and sustain strong professional networks and referral partnerships
Series 65 license required; now or able to obtain within 90 days of hire
Strong communication skills with the ability to engage prospects and convey complex concepts clearly
Client-first mindset with a track record of delivering a high-quality, relationship-driven experience
Ability to understand and confidently communicate the value of a consultative wealth management experience, even if your background is outside of financial services

Nice To Haves

Experience working with or building relationships within the construction, trades, business owner, or executive leadership communities
Experience working in financial services, wealth management, insurance, banking, or another relationship-based professional services industry
Familiarity with managing a long, consultative sales cycle involving multiple stakeholders
Active involvement in local community, civic, or industry organizations that support network growth

Responsibilities

Build and nurture relationships with centers of influence, referral partners, and prospective clients to generate new business opportunities
Develop and execute a strategic outreach plan to identify and engage individuals and families who may benefit from TPG’s wealth management services
Qualify prospective opportunities and partner with Wealth Management advisors and internal team to ensure a smooth transition from prospect engagement to advisory conversations
Participate in community events, industry functions, and networking opportunities to expand TPG’s visibility and presence
Manage prospect and client interactions with professionalism, responsiveness, and attention to detail
Track business development activity and pipeline progress using CRM tools to support consistent sales execution