Financial Investment Consultant
Company: AlphaX
Location: Portland
Posted on: February 16, 2026
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Job Description:
Job Description Job Description We are seeking a Financial
Investment Consultant in Portland, OR with a competitive
compensation structure, including a base salary range of
$85,000–$120,000 plus performance-based payouts. This full-time
position requires 5 years of experience in wealth management,
financial advisory, or investment consulting. The Financial
Investment Consultant will join an established independent
investment advisory firm serving clients throughout Portland, OR.
This role focuses on portfolio management, client relationship
development, and long-term financial planning strategies for
individuals and families in the Portland market. Candidates must be
properly registered and licensed to provide investment advisory
services. Responsibilities: Manage and grow a book of business by
delivering comprehensive investment and portfolio management
services in Portland, OR. Develop customized financial plans
aligned with clients’ retirement, tax, and wealth preservation
goals. Conduct portfolio reviews and rebalance investment
allocations based on market conditions and client objectives.
Maintain ongoing client communication through meetings, calls, and
performance updates. Ensure compliance with FINRA, SEC, and state
regulatory requirements. Utilize firm-provided marketing resources
to expand client relationships in the Portland area. Collaborate
with internal support teams to ensure accurate documentation and
account servicing. Requirements 5 years of experience as a
Financial Advisor, Investment Consultant, or Wealth Manager. Active
FINRA registrations (e.g., Series 7, Series 63/65 or Series 66)
required. Registered Investment Advisor (RIA) experience preferred.
Strong knowledge of portfolio construction, asset allocation, and
financial planning strategies. Proven ability to develop and
maintain long-term client relationships. Self-motivated with strong
business development skills. Excellent communication and analytical
abilities. Benefits Base salary range: $85,000–$120,000 plus
competitive payout structure Dental and vision coverage fully paid
Option to purchase company shares Annual marketing budget to
support business growth Simple IRA retirement plan Flexible
benefits package aligned with experience and goals Apply directly
to be considered for immediate review.
Keywords: AlphaX, Portland , Financial Investment Consultant, Accounting, Auditing , Portland, Oregon
