Certified Financial Planner (CFP)

Company Description:

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 seeking a driven Financial Advisor to join our growing team. This is a W-2 commission-based role, ideal for a professional who thrives in a client-centric environment and is passionate about delivering holistic financial planning solutions. The ideal candidate will have a strong background in financial planning, business development, and relationship management. A CFP® designation is highly desired and will be a significant factor in candidate selection.

As a Financial Advisor at Infinite Heights Wealth Management, you will have the opportunity to build and manage your own book of business while leveraging the firm's resources, mentorship, and support. Our firm’s mission-driven approach ensures you have the tools and flexibility to create lasting client relationships and achieve professional growth.

Key Responsibilities:

• Client Acquisition & Relationship Management: Develop and maintain strong relationships with clients by providing comprehensive financial planning, investment, and wealth management strategies.
• Financial Planning & Strategy: Work closely with clients to assess their financial goals, risk tolerance, and investment strategies to develop tailored financial plans.
• Business Development: Generate new business through networking, referrals, and marketing initiatives while maintaining an active pipeline of prospective clients.
• Client Service & Engagement: Provide ongoing financial guidance, conduct portfolio reviews, and adapt plans to evolving client needs.
• Compliance & Documentation: Ensure all client interactions and transactions comply with regulatory requirements and firm policies.
• Collaboration & Professional Development: Engage in firm-wide initiatives, training, and industry events to stay current on financial planning best practices and market trends.

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.
• Soft Skills: Exceptional communication, presentation, and interpersonal skills with a client-first approach.
• Entrepreneurial Mindset: Ability to work autonomously while leveraging firm resources and mentorship to grow your practice.

Compensation & Benefits:

• Compensation Structure: W-2 commission-based pay model, with a competitive payout structure and clear growth potential.
• Base Salary: Commensurate with experience and skills.
• Performance-Based Incentives: Bonus opportunities tied to production and client satisfaction.
• Benefits: Comprehensive medical, dental, and vision coverage. Employer-matched 401(k).
• Professional Development: Ongoing training, mentorship, and opportunities for advancement within the firm.

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. If you are ready to elevate your career and be part of an inspiring and collaborative team, we invite you to apply.

Job Type: Full-time

Pay: $89,635.00 - $104,521.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Schedule:

• Monday to Friday

Application Question(s):

• How do you approach working with clients who have varying levels of financial knowledge, and how do you ensure they fully understand the strategies and recommendations you provide?
• Why do you believe your experience, skills, and approach to financial planning make you a strong fit for this CFP role? What unique qualities or strategies would you bring to our team?

Experience:

• Financial planning: 1 year (Required)

Ability to Commute:

• Portland, OR 97210 (Required)

Work Location: In person

Salary : $89,635 - $104,521