Vice President, Wealth Advisor Greater Portland, OR Area

The Company is seeking a Vice President, Wealth Advisor to support high-net-worth clients and their families with wealth management and financial planning. Responsibilities include leading or supporting client engagements, assessing investment objectives and risk tolerance, developing financial plans, monitoring portfolios, and recommending appropriate changes. The role also involves executing investment and planning activities, servicing client accounts, preparing proposals and performance reports, and coordinating with clients’ attorneys, accountants, and other professionals. The advisor will prepare for and attend client meetings, manage follow-up, and provide guidance on topics such as tax and estate planning, charitable strategies, lending, and education funding. Candidates should have at least five years of wealth management experience and a CFP designation. A bachelor’s degree or higher is preferred in financial planning, business, accounting, finance, economics, law, or a related field. Strong portfolio management, client relationship, project management, communication, organization, and problem-solving skills are required, along with the ability to manage multiple priorities independently and work collaboratively. Proficiency in Microsoft Office is expected; experience with CRM, portfolio management, and financial planning software is an advantage.

Hiring Company

NFP, an Aon company