Hiring: Wealth Management Consultant Company: The Partners Group Location: Portland, Oregon Metropolitan Area Job Posted Time: 2026-09-16 21:42:07 Employment Type: Remote Target Skills & Keywords : Wealth Management About the job Experience: •7+ years of proven success generating new business, developing relationships, and closing opportunities in a sales, business development, or relationship-focused role Required Skills: •Build and nurture relationships with centers of influence, referral partners, and prospective clients to generate new business opportunities •Develop and execute a strategic outreach plan to identify and engage individuals and families who may benefit from TPG’s wealth management services •Qualify prospective opportunities and partner with Wealth Management advisors and internal team to ensure a smooth transition from prospect engagement to advisory conversations •Participate in community events, industry functions, and networking opportunities to expand TPG’s visibility and presence •Manage prospect and client interactions with professionalism, responsiveness, and attention to detail •Track business development activity and pipeline progress using CRM tools to support consistent sales execution Qualifications: •Demonstrated capacity to sit for extended periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time •What you’ll bring to the table •Demonstrated ability to build and sustain strong professional networks and referral partnerships •Series 65 license required; now or able to obtain within 90 days of hire •Strong communication skills with the ability to engage prospects and convey complex concepts clearly •Client-first mindset with a track record of delivering a high-quality, relationship-driven experience •Demonstrated capacity to understand and confidently communicate the value of a consultative wealth management experience, even if your background is outside of financial services •What will make you really stand out Compensation: •$150,000 - $175,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!