Financial Planner

Multnomah Group, Inc.; Portland (OR); On-site; USD 55,000 - 85,000; Full time

Job summary

A leading company is seeking a Financial Planner to join their team in Portland. This role involves providing education, financial planning, and investment advice to clients in employer-sponsored retirement programs. As an entry-level position, candidates with strong communication skills and a passion for finance are encouraged to apply.

Qualifications

• Entry-level position requiring strong communication skills.
• Experience with financial projections and planning preferred.

Responsibilities

• Provide employee education presentations to clients.
• Manage participant education webinars and one-on-one financial meetings.
• Coordinate with clients and track engagement metrics.

Skills

Financial Planning

Employee Education

Investment Advice

Job description

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The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.

Primary Responsibilities

Provide employee education presentations to employer-sponsored retirement plan clients

• Coordinate scheduling and follow-up with employer-sponsored retirement plan clients
• Develop presentations on relevant financial planning topics
• Travel to clients to provide an on-site presentation
• Track engagement at meetings and document within internal systems

Manage the ongoing participant education webinar series “Retirement Pathways”

• Develop presentations on relevant financial planning topics
• Schedule twice monthly webinars on a rotating set of financial and retirement planning topics
• Develop and distribute invitations to clients for the upcoming webinars
• Present the webinars on a twice-monthly basis

Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice

• Coordinate the workflow to schedule one-on-one meetings with participants
• Meet with participants to answer their general investment and financial planning questions.
• Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed
• Gather data and prepare the retirement projections and/or financial plans
• Advise participants on appropriate investment allocations for their retirement plan account
• Log all participant interactions in the firm’s CRM
• Follow up with participants that you have met with previously to update their financial plan

Manage the various constituents involved in Multnomah Group’s Participant Services offering

• Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services
• Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group
• Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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