ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
NAPFA Consumer Group
Portland, OR, United States
Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We have a dynamic small-office environment (8 employees) that requires us to step up and help outside of our job titles. We have a knack for detailed work and a desire to create a welcoming space for our clients. We enjoy wo
Job Source: NAPFA Consumer GroupOnPoint Community Credit Union
Portland, OR, United States
OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pri
Job Source: OnPoint Community Credit UnionFarther
Portland, OR, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherFarther
Portland
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherFisher Investments
Camas, WA, United States
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor! The Opportunity: As a Fisher Investments UK Investment
Job Source: Fisher InvestmentsExecHQ
Portland, OR, United States
Company Overview ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size
Job Source: ExecHQCPS Inc
Portland, OR, United States
Portland , OR Posted: 03/13/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.13.2 Pay Rate: Base $65k - $80k (possibly more) Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Ar
Job Source: CPS IncBank of America
Portland
Financial Solutions Advisor - Consumer Investments - Northwest Region Bellevue, Washington;Wilsonville, Oregon; Oregon City, Oregon; Redmond, Washington; Bothell, Washington; Port Orchard, Washington; Kent, Washington; Kent, Washington; Corvallis, Oregon; Beaverton, Oregon; Mill Creek, Washington; Portland, Oregon; Seattle, Washington; Marysville,
Job Source: Bank of AmericaPortland, OR, United States
Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington with additional offices in Oregon and California. Our culture rewards creative problem-solving, an entrepreneurial mindset, and a willingness to operate cross functionally. We have $4 billion in assets under management and are looking for eager service associates, planners, and advisors who are looking to refine their skills and build a career with a rapidly growing firm.
The Financial Advisor will be responsible for assisting in the financial planning process for our Lake Oswego Office, as well as procuring, maintaining, and managing client relationships. Our clients' profiles are high net worth individuals and families. A central investment team will provide the portfolio management responsibilities.
Job duties:
Work alongside senior advisors in the client onboarding process.
Stay current on industry trends and financial products.
Assist advisor in selecting, implementing, and monitoring asset allocation.
Review a high volume of client accounts and plans quarterly to determine if there is a need for a plan modification.
Build and present financial plans for current and existing clients. This includes data gathering, data entry, scenario analysis, and presenting in meetings.
Interact and correspond with clients on financial planning software issues in a timely manner.
Participate in business development efforts through collaboration with our marketing team to improve prospecting strategies, as well as by attending networking events, and more.
Other responsibilities may come up as the role progresses.
Qualifications:
Superior communication and relationship-building skills to establish a strong foundation of customer service for all clients.
If you possess integrity, intentionality, accountability, confidence, and the determination to invest in your future and are coachable and eager to learn about business and financial principles, this opportunity may be for you.
The small office size requires someone who has a “no task is too small type of attitude”
Ability to prioritize tasks in a manner that is consistent with both task urgency and efficiency.
It’s important you are a self-starter who thrives when given autonomy.
Knowledgeable about financial markets and the economy.
CFP certification required.
Knowledge of Schwab Advisor Network and Schwab platform a plus.
4-year degree from an accredited college or university; MBA a plus.
eMoney Advisor, Tamarac, Salesforce experience a plus.
At least 5 years of relevant experience required.
Must be located in Lake Oswego or surrounding location.
Compensation & Benefits
Compensation Range: $90,000-$150,000, plus potential eligibility for account payouts
15 Days of Paid Time Off (PTO) & 10 Market Holidays
401(k) Plan with match
Benefits: medical, dental, vision, life insurance
#J-18808-Ljbffr
Financial Advisor jobs in Portland, OR, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.