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Senior Client Advisor Jobs in Portland, OR (NOW HIRING)

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Responsible for client relationship cultivation and retention, inspiring confidence through ... All Senior Wealth Advisors must have a clean U4 with no disclosures. #LI-AB1 We welcome your ...

Current

Senior Wealth Advisor

Portland, OR · On-site

$150K - $600K/yr

Advisor-centered client relationship model , with no firm-imposed non-compete tied to clients ... Collaborate with other senior advisors and firm leadership * Participate in mentorship, business ...

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All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Portland, OR

Senior Client Advisor information

See Portland, OR salary details

$15

$29

$56

How much do senior client advisor jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for senior client advisor in Portland, OR is $29.68, according to ZipRecruiter salary data. Most workers in this role earn between $20.72 and $37.26 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Portland, OR?

For Senior Client Advisor jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Portland, OR look for?

The top searched job categories for Senior Client Advisor jobs in Portland, OR are:

What cities near Portland, OR are hiring for Senior Client Advisor jobs?

Cities near Portland, OR with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you

Client Services Specialist/Senior Client Services Specialist

Aldrich

Lake Oswego, OR • On-site

$36.05 - $45.67/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Job Type
Full-time
Description
We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client-facing role is responsible for delivering exceptional service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and the ability to build and maintain positive client relationships. This role is essential to enhancing the overall client experience and supporting the ongoing success of our organization.
Why Aldrich Wealth
Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.
At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Check out more about Aldrich at https://wealthadvisors.com/.
You'll Get a Chance To
  • Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
  • Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
  • Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software
  • File client documents and records to the document management system
  • Responsible for client workflow actions including setting up and completing recurring actions as needed
  • Coordinate annual RMD calculation and distributions
  • Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software
  • Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed
  • Participate in training new Client Services team members

Requirements
What You Bring to the Team
Required:
  • Minimum 3 years of experience in a similar role at a financial services firm
  • Strong Microsoft Office skills (Word, Excel, and PowerPoint)
  • Experience working with RIA Custodians and utilizing a CRM
  • Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
  • Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate

Preferred:
  • Bachelor's degree in Finance, Business, or related degree from an accredited college or university
  • Experience with Charles Schwab (Custodian), Salentica Engage (CRM), and Tamarac (Portfolio Management)
  • Experience with alternative investments and SMAs

How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions.
A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary). Salary offered will be based on years of relevant experience and the finalized job title.
For a full summary of our benefit offerings, check out Life at Aldrich here .
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2 days per week.
Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
To Apply
Please submit your resume and cover letter (optional).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
#LI-HYBRID
Salary Description
$36.05-$45.67 per hour

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