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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 team 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 client-facing financial planning professional to join our Wealth Management team as a Wealth Planner based in our Portland, OR office.
How you will have an impact at TPG
The Wealth Planner is a trusted advisor who empowers clients to make informed financial decisions and achieve their desired financial future.
What a typical day in this role looks like:
Key details
Location: Portland, OR; in-office with hybrid remote opportunities
Hours: 40 hours/week, Mon-Fri
Salary Range: $120,000-140,000 annually (DOE) plus bonus opportunities
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
What will make you really stand out
What TPG can offer you
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.
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The job skills required for Wealth Planner include Planning, Products and Services, Life Insurance, Financial Planning, Microsoft Office, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Planner positions, which can be used as a reference in future career path planning. As a Wealth Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planner. You can explore the career advancement for a Wealth Planner below and select your interested title to get hiring information.