Associate Financial Advisor

Wealth Strategy Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, dedicated to providing personalized financial advice tailored to help clients achieve their goals. Our collaborative approach involves understanding what’s most important to our clients, setting clear objectives, and adjusting plans to adapt to life’s changes. Based in Portland, Oregon, we emphasize building lasting client relationships, offering ongoing support through in-person, phone, and online interactions. Clients also benefit from seamless access to digital tools to monitor their investments and progress. Together, we help navigate both expected milestones and unexpected events in life.

This is a full-time, on-site role based in Portland, OR, for an Associate Financial Advisor at Wealth Strategy Partners. The Associate Financial Advisor will support senior advisors by assisting in preparing financial plans, conducting market research, and analyzing investment opportunities. Responsibilities will also include helping clients with retirement planning, providing portfolio recommendations, and maintaining proactive client communication to address financial goals and concerns. The role requires strong financial expertise, client management skills, and a commitment to exceptional customer service.

• Expertise in Financial Planning and Financial Advisory services
• Strong knowledge of Finance and Investments
• Experience or background in Retirement Planning and wealth management strategies
• Excellent communication and interpersonal skills to build lasting client relationships
• Highly detail-oriented with strong analytical and problem-solving abilities
• Relevant certifications, such as CFP, ChFC, or similar, are preferred
• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• Experience in a financial planning or advisory role is a plus