Senior Investment Advisor, CFP®

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, and 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

Qualifications

• 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)

Benefits

• Health insurance
• 401(k) retirement plan
• Competitive base salary
• Performance-based bonus opportunities tied to individual and team success
• Continuing education and professional development support
• Two weeks paid vacation plus additional paid holidays
• Additional PTO opportunities may be approved
• Hybrid work flexibility with remote Fridays