Wealth Planner

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG's success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing team that has won too many "Employer of Choice" awards to list? Let's work together!

The Partners Group currently has an outstanding opportunity for a client-facing financial planning professional to join our Wealth Management team as a Wealth Planner based in our Portland, OR office.

How you will have an impact at TPG

The Wealth Planner is a trusted advisor who empowers clients to make informed financial decisions and achieve their desired financial future.

What a typical day in this role looks like:

• Guide clients towards their financial goals by identifying key financial issues, recommending solutions, and helping clients achieve their aspirations.
• Build strong relationships, understand client needs, and offer personalized financial advice.
• Expand client solutions by recommending a wide range of financial products and services to fit individual needs.
• Identify and connect clients with specialists for complex needs.
• Develop relationships within and outside the company to benefit clients and build partnerships
• Maintain deep knowledge of financial markets and competitor landscapes.
• Work collaboratively as part of a team to execute client strategies

Key details

Location: Portland, OR; in-office with hybrid remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $120,000-140,000 annually (DOE) plus bonus opportunities

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal

What you'll bring to the table

• At minimum, an undergraduate degree in a business-related field
• 7+ years of demonstrated planning and business development experience, with proven results using the Certified Financial Planner (CFP) designation.
• Currently holds or can attain Series 65 license within 90 days of hire date.
• In-depth knowledge of financial products and relevant regulations.
• Strong client advisory skills.
• Financial planning skillset and familiarity with eMoney as planning tool.

What will make you really stand out

• Excellent verbal and written communication skills for internal and external needs.
• Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word
• Professional working proficiency in Spanish language desired (conversational, reading, and writing)
• A high level of accountability, organization, and attention to detail
• Strong self-sufficiency and able to work independently, as well as in team settings

What TPG can offer you

• A rich benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance, Life and Disability Insurance, and a Retirement plan
• Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
• Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

Apply Today

Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.