Wealth Planning Practice Lead

The Partners Group
$150,000-175,000 - Includes eligibility for company ownership options
dental insurance, paid time off, retirement plan
United States, Oregon, Portland
11850 Southwest 67th Avenue (Show on map)
Feb 06, 2025
Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG's success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many "Employer of Choice" awards to list? Let's work together! The Partners Group currently has an outstanding opportunity for a dynamic and experienced professional to join our Wealth Management team in Portland, Oregon as a Wealth Planning Practice Lead. How you will make an impact at TPG The primary role of the Wealth Planning Practice Lead is to lead client strategy and financial planning while leading the Wealth Planning team. This individual will foster client relationships, provide tailored advice, and drive business growth, ultimately contributing to the organization's overall success. What a typical day in this role looks like: Develop and implement client financial strategies, leading advisory teams to meet client goals Provide personalized financial advice as the primary client advisor, optimizing relationships and identifying opportunities Prepare and deliver financial plans and updates using tools like eMoney, collaborating with advisors on recommendations Lead, mentor, and train Wealth Planning team members, fostering skill development and team growth Build and maintain a high-net-worth client portfolio through prospecting, cross-selling, and retention efforts Stay informed on advanced planning topics and competitor offerings to enhance client solutions and maintain a competitive edge Key details Location: Portland, OR; in-office with hybrid remote opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $150,000-175,000 annually (DOE) Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time. Travel: Minimal What you'll bring to the table At minimum, an undergraduate degree in a business-related field 10+ years of demonstrated planning and business development experience working with high-net-worth clients, with proven results using the Certified Financial Planner (CFP) designation. In-depth knowledge of financial products and relevant regulations. Strong client advisory skills and demonstrated leadership experience Financial planning skillset and familiarity with eMoney as planning tool. What will make you really stand out Registered Investment Advisor (RIA) background preferred Excellent verbal and written communication skills for internal and external needs Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word A high level of accountability, organization, and attention to detail Strong self-sufficiency and able to work independently, as well as in team settings Professional working proficiency in Spanish language desired (conversational, reading, and writing) What TPG can offer you A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, a retirement plan, and company ownership opportunities Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day Commitment To Diversity TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements. Apply Today Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us. Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only. The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.