Wealth Management Advisor

Company Description Umpqua Investments is a regional financial services firm focused on delivering personalized wealth management solutions to individuals, families, and businesses. The firm emphasizes long‑term relationships, combining disciplined investment strategies with client‑centered financial planning. Team members collaborate closely to provide comprehensive guidance that aligns with client goals, risk tolerance, and life stages. Umpqua Investments values integrity, transparency, and professional development, offering advisors tools and resources to build and grow their practices. Role Description This is a full‑time, on‑site Wealth Management Advisor role based in Lake Oswego, OR. The Wealth Management Advisor will meet with clients to assess their financial goals, develop tailored financial plans, and provide ongoing guidance on investments and retirement strategies. Daily responsibilities include analyzing portfolios, recommending appropriate investment products, monitoring market trends, and adjusting strategies as needed. The advisor will prepare and present proposals, maintain accurate client records, and ensure regulatory and compliance standards are met. Additional tasks include participating in business development activities, cultivating new client relationships, and collaborating with internal partners to deliver comprehensive wealth management services. Qualifications Strong financial planning skills, including experience in comprehensive Financial Planning and goal‑based advisory services. Expertise in Retirement Planning, with the ability to design and manage retirement income and savings strategies. Knowledge of Investments and Finance, including portfolio construction, risk management, and capital markets. Experience delivering Wealth Management Services, integrating planning, investments, and ongoing client relationship management. Relevant professional certifications (e.g., CFP, CFA, ChFC) preferred or willingness to pursue such credentials. Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience. Excellent interpersonal, communication, and presentation skills, with a client‑focused and ethical approach. Ability to work on‑site, collaborate with colleagues, and build a sustainable client practice within the firm’s framework. #J-18808-Ljbffr