Financial Advisor

About the role

Our Clackamas office in Oregon is seeking a Financial Advisor to join our advisory team. The ideal candidate will manage client relationships, assist senior advisors, and help clients achieve their financial goals.

Responsibilities

• Manage client relationships and assist senior advisors with managing complex clients
• Facilitate the financial planning process
• Discover a prospect or client's values, goals and objectives
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Source and close prospective clients
• Proactively follow up with clients who have not implemented financial plans
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed
• Aid the Financial Advisor during client meetings and with follow-up
• Take meeting notes and promptly enter into the CRM
• Present financial advice or plan to clients with the Financial Advisor
• Meet with clients to obtain additional planning information, or to clarify/confirm information provided
• Analyze client’s current investments and insurance policies
• Place trades and manage accounts

Requirements

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of experience within the wealth management industry
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Qualifications

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of experience within the wealth management industry
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Skills

• Excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony
• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)