Autonomous Wealth Planner for High-Net-Worth Clients

Becker Capital Management, Inc.; Portland (OR); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health and vision insurance

Life insurance

Profit-Sharing Plan

Paid Time Off

Job summary

Becker Capital Management, Inc. seeks an experienced Wealth Planner to work with high-net-worth individuals and families. Collaborate with a dedicated team to deliver sophisticated planning and guidance for complex financial decisions.

The ideal candidate will have a solid background in wealth planning and investment management, with an emphasis on helping clients achieve their long-term financial goals.

Qualifications

• 2-5+ years of wealth planning experience.
• Strong understanding of sophisticated wealth planning tools.
• Exceptional interpersonal and presentation skills.

Responsibilities

• Prepare and present comprehensive wealth plans to clients.
• Analyze complex financial situations including tax and estate planning.
• Manage and grow client relationships with full autonomy.

Skills

Client-facing wealth planning experience

CFP® certification

Knowledge of wealth planning tools

Strong interpersonal & presentation skills

Commitment to deadlines

Education

CFP® designation

Job description

Becker Capital Management, Inc. seeks an experienced Wealth Planner to work with high-net-worth individuals and families. Collaborate with a dedicated team to deliver sophisticated planning and guidance for complex financial decisions.

The ideal candidate will have a solid background in wealth planning and investment management, with an emphasis on helping clients achieve their long-term financial goals.