Holistic Financial Planner for Wealth Management

Aldrich; Lake Oswego (OR); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health Insurance Benefits

401(k) plan with match

4 weeks of vacation

Paid time-off bank

Job summary

A leading independent investment advisor is seeking a Financial Planner to join their team in Lake Oswego, Oregon. The ideal candidate will have at least 3 years of experience in financial planning, possess a Bachelor's degree, and ideally be pursuing a CFP or PFS designation. This hybrid role offers a comprehensive benefits package and a competitive salary within the range of $70,000 to $90,000 annually. Join a collaborative environment focused on delivering high-quality financial plans to clients.

Qualifications

• Minimum of 3 years of experience in financial planning.
• Strong understanding of cash flow scenarios and investment models.
• Knowledge of insurance products and estate planning.

Responsibilities

• Develop customized financial plans for clients.
• Work directly with clients to gather information.
• Collaborate with advisors for holistic financial solutions.

Skills

Analytical skills

Strategic thinking

Problem-solving skills

Strong communication

Education

Bachelor’s degree from an accredited college or university

CFP® or PFS designation or in process

Tools

Financial planning software

Job description

A leading independent investment advisor is seeking a Financial Planner to join their team in Lake Oswego, Oregon. The ideal candidate will have at least 3 years of experience in financial planning, possess a Bachelor's degree, and ideally be pursuing a CFP or PFS designation. This hybrid role offers a comprehensive benefits package and a competitive salary within the range of $70,000 to $90,000 annually. Join a collaborative environment focused on delivering high-quality financial plans to clients.