Account Executive - Portland

As an Account Executive, you pick up the phone and engage with high-net-worth individuals who have already expressed interest in our client. Using sales techniques, you’ll determine the individual’s investment goals and educate them on our client’s strategy. You are the liaison between a prospective client and our client - impacting both the prospect’s financial future and our client’s overall growth.The Challenge:Through hands-on experience, training, and mentorship, your personal development in the role is exponential. Surrounded by competitive professionals, you will grow your sales skills, build relationships within the firm, and earn an opportunity to create your own career path.The Account Executive position is both a rewarding and challenging role. Responsible for 200-300 out bound dials and an average of 30 conversations daily, your mental toughness is put to the test. Setting an appointment between a high-net-worth investor and a member of our Outside Sales Force is a victory.Watch your name move up the rankings as you help provide the firm with another opportunity to impact a prospective client’s future. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance based commission.The Benefits:Being a part of a fast-growing wealth management firm is demanding but we expect you to enjoy your time off, too. Work-life balance is a central focus of our client’s culture. As an Account Executive, you will work 8-hour days. Everything stays at the office. You never have to worry about work following you home. With generous paid time off and a beautiful surrounding area, your options are endless. Concerned about your financial future? So are is our client; they offer a 50% 401K match and fully paid premiums for medical, dental and vision insurance.OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER.Type: Direct HireCategory: Account ExecutiveDate Posted: 2026-06-16