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Rocks and branches at ocean's edge

client advisor


  • Perform all functions of a Client Advisor in the investment of client accounts. This includes: review of investment objectives, asset allocation, preparation of material for client or prospective client meetings; active participation in research and strategy meetings.
  • Cultivate and develop new client relationships and meet company new business objectives.
  • Evaluate and identify opportunities to contribute to the success of the firm.
  • Responsibilities and critical requirements for this position include demonstrated experience and knowledge of financial planning, investments, and client relationship management.
  • Knowledge of performance metrics including quantitative skills and related presentation ability.
  • Ability to operate autonomously, high degree of individual initiative and ability to work with others.
  • Manage all aspects of the client relationship and portfolio on an ongoing basis to maximize client retention and growth of assets under management.
  • Interest and participation in community boards and non-profit organizations.
  • Professional demeanor and broad array of interests professionally and personally.

The client advisor will have the following minimum qualifications:

  • Five+ years applicable work experience
  • College degree
  • CFA and/or CFP desired but not required
  • Technological proficiency (efficient in MS Office)
  • Excellent verbal and written communication skills
  • Effective presentation skills
  • Analytical skills
  • High degree of initiative
  • Resourceful
  • Developed interpersonal skills
  • Goal oriented

FLSA Status: Exempt
February 2020


  • Competitive compensation and annual bonus opportunity
  • 401k with employer contributions
  • 100% company-paid employee health insurance
  • Generous paid time off, including parental leave
  • Tuition reimbursement
  • Company paid, covered parking
  • Short and long-term disability insurance
  • Professional office setting in bustling downtown Portland
  • Collaborative work culture

If interested, please send a cover letter and resume to Denise Vigneault.
Both are required in order to be considered for this position.