Associate Wealth Advisor

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture. Job Description We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households. This role is designed for an advisor who is confident managing client relationships independently and who values being the consistent, trusted point of contact for clients across every phase of their financial life. This position is best suited for someone who enjoys ownership, accountability, and day to day client interaction, and who wants to build lasting relationships within a collaborative, team based advisory model. Responsibilities Serve as the primary relationship manager and first point of contact for assigned client households Build and maintain deep, trusted relationships with clients through proactive communication and responsiveness Lead client onboarding and set clear expectations around service and communication Manage the full scope of financial planning including cash flow, investments, retirement, tax, and estate planning Prepare and lead client meetings, with support from senior advisors and strategists on complex topics as needed Translate planning strategies into clear, actionable next steps for clients Handle client scheduling, meeting preparation, and follow up Oversee account paperwork, transfers, contributions, distributions, and service requests Track open items and ensure timely execution and clear client communication Maintain accurate client records in Wealthbox, eMoney, and other firm systems Partner closely with senior advisors and strategists to coordinate client strategies Collaborate with advisory leadership on advanced planning scenarios Identify planning opportunities and proactively bring ideas forward Contribute to refining workflows, improving the client experience, and strengthening firm processes Experience and Qualifications Education: Bachelor’s degree in Finance, Business, or a related field. Experience: Minimum 3+ years of financial advisory experience with a proven track record of client acquisition and retention. Licenses: Active Series 7 and 66 (or 63/65) licenses required. Life & Health Insurance License preferred or must obtain after employment. Certification: CFP® designation is highly preferred or in progress. Technology Skills: Familiarity with financial planning software (eMoney, Wealthbox, or similar CRM tools) and strong ability to adapt to new technology. Ability to work autonomously while leveraging firm resources and mentorship High level of professionalism, confidence, and discretion Excellent communication skills and comfort working with sophisticated clients Highly organized, proactive, and comfortable owning multiple client relationships Compensation and Growth This is a full-time, in-office role. Compensation at Infinite Heights is designed to reflect both the scope of the role and the opportunity for growth over time. Total compensation for this role is made up of multiple components and typically ranges from $80,000 to $150,000 annually , depending on experience, performance, and contribution. Total compensation includes: Performance-based bonus Direct Impact bonus opportunities tied to role-specific contribution Participation in the firm’s Team Growth Bonus, which allows team members to share in the overall growth of Infinite Heights As roles evolve and responsibilities increase, total compensation has the potential to grow meaningfully over time. This role is ideal for someone who values ownership, long-term growth, and being part of a firm where contribution and leadership are recognized and rewarded. Benefits include paid time off, paid holidays, and participation in the firm’s 401(k) retirement plan. This role is ideal for a growth-oriented financial professional who wants to align with a mission-driven firm and make a lasting impact on clients’ financial well-being. #J-18808-Ljbffr Infinite Heights Wealth Management