Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Bend (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss in Bend, Oregon, is seeking a Private Client Advisor to deliver comprehensive financial planning and advice. This role involves supporting clients across various financial situations, from beginners to high-net-worth individuals, ensuring an outstanding investor experience through tailored solutions and referrals.

The ideal candidate has a minimum of 2 years in a financial advisory role and holds essential licenses like Series 7 and Series 66. A strong focus on client relationships and integrity is paramount.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Cultivating client relationships

Financial planning

Technology education

Education

Bachelor's degree

Certified Financial Planner (CFP) certification

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss in Bend, Oregon, is seeking a Private Client Advisor to deliver comprehensive financial planning and advice. This role involves supporting clients across various financial situations, from beginners to high-net-worth individuals, ensuring an outstanding investor experience through tailored solutions and referrals.

The ideal candidate has a minimum of 2 years in a financial advisory role and holds essential licenses like Series 7 and Series 66. A strong focus on client relationships and integrity is paramount.