Wealth Advisor in Training

Corient; Post (OR); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

A leading wealth management firm in Oregon seeks a skilled professional to support Wealth Advisors in delivering exceptional services. The ideal candidate has a Bachelor's degree and 4-8 years of experience in financial planning, coupled with advanced financial knowledge. Responsibilities include preparing client financial plans and assisting in meetings. The firm provides competitive pay, ranging between $100,000 and $140,000 annually, along with benefits like a 401(k) Plan and medical options.

Qualifications

• 4-8 years’ experience in financial planning or related field.
• Advanced knowledge of financial planning concepts and processes.
• Experience in report preparation and client interactions.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare recommendations for client financial plans and investments.
• Assist in preparation for client meetings and document discussions.

Skills

Detail-oriented

Excellent analytical skills

Effective communication

High emotional intelligence

Education

Bachelor's degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

DocuSign

Planning Software

Job description

A leading wealth management firm in Oregon seeks a skilled professional to support Wealth Advisors in delivering exceptional services. The ideal candidate has a Bachelor's degree and 4-8 years of experience in financial planning, coupled with advanced financial knowledge. Responsibilities include preparing client financial plans and assisting in meetings. The firm provides competitive pay, ranging between $100,000 and $140,000 annually, along with benefits like a 401(k) Plan and medical options.