Our client is a fee-only financial planning firm located in the Oregon Metropolitan area and is seeking an Associate Advisor to join its team. The associate advisor must be enthusiastic and able to support and demonstrate the firm's vision, positive culture, and team orientation with clients.

The key role of this position is to support client relationships, working side-by-side with our lead and senior advisors. This support involves preparing analysis, reports, and agendas for client meetings, as well as note taking during meetings and ensuring appropriate follow up after meetings. The associate advisor is responsible for contributing to a consistently excellent advisory experience for clients.

Our Associate Advisors have an opportunity to grow into leadership positions. The growth of our advisors is a priority, and you will have opportunities to attend training sessions, conferences, and work alongside experienced advisors.

Client Relationships

• With the support of Senior and Lead Advisors, supports clients in decision making, investments, and financial outcomes
• Advises client by understanding their needs, objectives, goals, and concerns
• Helps with the development, presentation, and implementation of financial plans
• Provide meeting preparation for Lead/Senior Advisor and the ability to lead client case preparation
• Ensures consistently exceptional client experience by tracking client metrics, ensuring timely meeting follow-up, and timely communication

Required Qualifications

• Bachelors degree
• CFP® designation, or Series 65, and pursuit of CFP® designation
• 2-5 years of experience, preferably in financial services
• Strong communication (verbal, written, listening) and time management skills
• Demonstrated leadership qualities

Preferred qualifications

• Expertise in data analysis, reporting, and modeling
• Knowledge of one or more custodial platforms (Fidelity, Schwab, etc.)
• Proficiency with financial planning software (Right Capital, Holistiplan, etc.)
• Knowledge of investment advisory regulations

Salary & Benefits

• Base salary $65,000 - $90,000 depending on experience
• 401k with Profit Sharing
• Health Insurance
• Career growth tracks with revenue share and equity opportunities
• Hybrid work potential, paid holidays and flexible leave policy