Associate Financial Advisor - Growth Path to Lead

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

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,