Associate Financial Advisor at Multnomah Group Portland, OR

Multnomah Group; Portland (OR); On-site; USD 55,000 - 75,000; Full time

Job summary

Multnomah Group in Portland, OR is seeking an Associate Financial Advisor to work with the Personal Financial Planning team, delivering financial planning and investment guidance to individual and family clients. The role supports the Senior Financial Advisor by developing client plans and documenting meetings.

This developmental position aims to progressively take on more responsibility as the candidate demonstrates aptitude, with CFP pursuing designation and ongoing development in retirement,

Qualifications

• Bachelor’s degree in financial planning, finance, economics, or a similar degree.
• 1+ year in the financial planning or wealth management industry.
• Eligible and able to maintain active and valid U-4 registration in Oregon within 90 days of hire; FINRA Series 65 exam (or equivalent).
• CFP® designation preferred; plan to begin coursework and attain CFP® designation as part of development.

Responsibilities

• Provide client service by attending client meetings and creating deliverables.
• Attend personal financial planning client meetings for assigned teams; take notes and summarize meetings.
• Interface with centralized support to implement client decisions; document meetings and CRM updates.
• Develop financial plans by gathering data and using planning software; perform retirement, tax, and distribution planning.
• Develop advisory skills to present standardized client deliverables and take progressive ownership in client meetings.

Skills

Client service

Communication

Relationship management

Advisory skills

Education

Bachelor’s degree in financial planning, finance, economics, or similar

CFP certification (preferred)

Tools

CRM software

Financial planning software

Job description

Overview

Associate Financial Advisor job at Multnomah Group. Portland, OR. The Associate Financial Advisor role works with the Personal Financial Planning team to provide financial planning and investment advice to the firm’s individual and family clients. They support the work of the Senior Financial Advisor by developing clients’ financial plans, attending and documenting client meetings, and interfacing with the client service team to deliver client service. The Associate Financial Advisor role is a developmental role with a successful candidate acquiring progressive responsibility as they demonstrate aptitude with the goal of progressing into a lead financial advisor role.

Responsibilities

• Provide client service by attending client meetings
  • Create client deliverables to prepare for client meetings
  • Attend all personal financial planning client meetings for clients of the assigned consulting team
  • Take meeting notes for each client meeting
  • Summarize client meetings and communicate a summary to clients via email
• Interface with the centralized support services team to implement client decisions
  • Document client meetings and interactions in activities and notes
  • Initiate internal workflows
  • Update CRM to reflect client decisions
  • Maintain CRM with client changes
• Develop financial plans
  • Gather and validate financial data to enter into the financial planning software
  • Perform in-depth retirement, tax, and distribution planning for clients
  • Maintain the financial planning system as clients\' circumstances change
• Develop advisory skills to present standardized client deliverables
  • Take progressive ownership in delivering standardized client deliverables to clients in client meetings

Minimum Qualifications

• Bachelor’s degree in financial planning, finance, economics, or a similar degree
• 1+ year in the financial planning or wealth management industry
• Eligible and able to maintain active and valid U-4 registration in the State of Oregon within 90 days of hire
  • U-4 registration requires passage of the FINRA Series 65 exam (or a combination of exams equivalent to a Series 65 exam)
• CFP® preferred. If not currently completed, it is expected that the Associate Financial Advisor will begin the CFP® coursework and attain the CFP® designation as part of their professional development
• Demonstrated knowledge of financial planning topics such as retirement planning, estate planning, and tax planning

Focus of Development

• Completion and attainment of the Certified Financial Planner® (CFP) designation
• Servicing clients in support of the lead financial advisor
• Continuing development of technical knowledge in financial planning, tax planning, and investments
• Development of strong communication skills (written and verbal)
• Ability to guide the decision-making of clients
• Relationship management skills
• Delivering standard deliverables