Remote Wealth Planner Associate

Ferguson Wellman and West Bearing; Portland (OR); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Annual discretionary bonus

Profit-sharing plan

Insurance (medical, dental, vision, L 

Life and long-term disability

Personal time off (PTO)

Remote workdays (RWD)

Tuition reimbursement

Costco membership

Paid monthly parking

Job summary

Ferguson Wellman Capital Management seeks an Associate Wealth Planner to support comprehensive financial planning for clients. You will build and manage straightforward planning cases from data gathering to recommendations and follow-up, with review from experienced planners.

You will also support department initiatives, planning content coordination, and innovation to strengthen client service and team effectiveness.

Qualifications

• 1–3 years experience in financial planning, wealth management, or advisory support.
• Familiarity with MoneyGuidePro, Holistiplan, and MS Office.
• High standards of professionalism, ethics, and integrity.
• Excellent communication skills, both written and verbal.

Responsibilities

• Gather, organize, and maintain client information for plans and CRM records.
• Build and present straightforward financial plans with recommendations and follow-up coordination.
• Collaborate with senior planners on complex cases and contribute to plan development.
• Attend client meetings as requested; prepare notes, draft follow-up, update client files, and present planning recommendations.
• Perform research and analysis in areas of financial, tax, and estate planning to support client planning needs.
• Contribute to departmental initiatives, process improvement, and vendor coordination.

Skills

Financial planning

Wealth management

Advisory support

Attention to detail

Tools

MoneyGuidePro

Holistiplan

Microsoft Office Suite

Job description

Ferguson Wellman Capital Management seeks an Associate Wealth Planner to support comprehensive financial planning for clients. You will build and manage straightforward planning cases from data gathering to recommendations and follow-up, with review from experienced planners.

You will also support department initiatives, planning content coordination, and innovation to strengthen client service and team effectiveness.