Associate Advisor

Immediately
New Planner Recruiting
Paulina Walters
. Portland, OR
candidate@newplannerrecruiting.com
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What we are offering:

We are a fiduciary wealth management firm, seeking an Associate Advisor to work side-by-side with the Lead Advisors focusing on client relationship management and providing technical support. We are a rapidly growing firm where you will work directly with each of the founders in a family environment. Our team members focus on providing exceptional service to high net worth clients which provides for both interesting and challenging work. If you are looking to make a difference in people's lives with future career aspirations of transitioning into a Lead Advisor this is the position for you. With our formal career path, you will have the opportunity and support to develop your skills and grow into a client facing Advisor.


What you will get to do:

  • Gather, organize, and synthesize client data within a financial planning context
  • Prepare client financial plans and presentations for review by supervisor
  • Help support the lead advisors and team in managing existing book of business
  • Attend client meetings in a technical and support role
  • Investment plan implementation and monitoring

What we seek in a candidate:

  • Bachelor’s degree or experience equivalent
  • CFP Certification in progress, preferred
  • 0-5 years of experience
  • Must be a team player
  • Strong oral and written communication skills
  • Must be highly organized and have exceptional attention to detail
  • Interest in growing into a Lead Advisor role

Position perks:

 

  • Included in client meetings from day one
  • Opportunities for advancement
  • Competitive base salary, plus incentive compensation program
  • Simple IRA with 3% company match
  • Health insurance
  • Paid vacation and holidays
  • Tuition reimbursement
  • Free parking