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Investment Advisor, CFP®
Sanctuary Wealth Group LLC
Portland, USA
Full-time
Senior · 5+ years experience
Hybrid
USD 100000-150000 yearly / year
Discovered 1 weeks ago
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Role Overview
Deschutes is seeking an experienced and relationship-driven Senior Investment Advisor, CFP® to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm’s advisory platform.
The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.
This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.
Key Skills for This Role
Charles SchwabeMoneyOrionWealthboxMicrosoft Office Suite
Full Job Posting
Location
- Portland, OR (Downtown Office)
Schedule
- Full-Time | Exempt | Hybrid Flexibility (In-office Monday–Thursday, Remote Fridays)
- Reports To: Practice Leader
- Firm: Deschutes Investment Consulting LLC
- About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.
- Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee-only fiduciary firm, advisors are not compensated through product sales or commissions — allowing the team to remain fully aligned with clients’ best interests.
- The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.
Position Overview
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