Wealth Planner

Becker Capital Management, Inc.; Portland (OR); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary 90k-110k

Health and vision insurance

Life insurance

Long-Term Disability insurance

Employee Assistance Program

Profit-Sharing Plan

PTO/Vacation plan

Job summary

Becker Capital Management, Inc. is seeking an experienced Wealth Planner to join our team serving high-net-worth individuals and families. You will collaborate with wealth planners and relationship managers to deliver sophisticated planning and guidance.

The role covers retirement, tax, estate, education, charitable, and investment planning, with direct client interaction and ongoing relationship management. Join a firm that values thoughtful growth and client service.

Qualifications

• 2-5+ years of client-facing wealth planning experience.
• CFP designation in progress or completed.
• Knowledge of wealth planning concepts including retirement, tax, estate and cash flow.
• Strong client service and professional communication skills.

Responsibilities

• Work one on one with clients to prepare and present comprehensive wealth plans and recommendations.
• Analyze retirement, tax, estate, business transition, equity compensation and cash flow planning.
• Proactive and regular communication with assigned clients.
• Lead, manage and grow client relationships as the primary planner.
• Coordinate with relationship managers when wealth planning services are performed.
• Collaborate with Wealth Strategist and Philanthropic Advisor as needed.
• Assist with prospective client meetings to demonstrate the value of planning.
• Participate in bi-weekly advisory diligence meetings.
• Develop and present planning content internally and externally.
• Write blogs and participate in video updates.
• Coordinate with CPAs and attorneys and support firm planning processes.

Skills

Wealth planning tools

Client service

Regulatory awareness

Relationship management

Education

CFP designation in progress

Job description

Becker Capital Management, Inc. is seeking an experienced Wealth Planner to join our established team serving high-net-worth individuals and families. This position offers the opportunity to collaborate with a talented group of wealth planners and relationship managers, delivering sophisticated planning and guidance to clients as they navigate complex financial decisions.

Our wealth planning team works closely with clients across all aspects of wealth planning, including retirement, tax, estate, education, charitable, and investment planning. We are looking for a highly motivated professional with a strong background in wealth planning, investment management, and client service who is passionate about helping clients with their long-term financial goals.

Responsibilities:

• Working one on one with clients to prepare and present comprehensive wealth plans, including appropriate recommendations.
• Analyzing complex financial situations involving retirement, tax, estate, business transition, equity compensation, and cash flow planning.
• Proactive and regular communication with assigned clients.
• Lead, manage and grow your client relationships with full autonomy as the primary planner.
• Regular communication with relationship managers when wealth planning services are performed.
• Collaboration with our in-house Wealth Strategist and/or Philanthropic Advisor when the situation warrants their expertise.
• Assist with prospective client meetings to demonstrate the value of comprehensive planning.
• Participation in bi-weekly diligence meetings with the wealth planning team.
• Developing and presenting planning specific content both internally & externally.
• Periodic writing of blogs and participation in video updates.
• Coordination with client’s outside advisors including CPAs and attorneys.
• Support the continued enhancement of Becker Capital’s planning process and client experience.

Qualifications

• 2-5+ years of client-facing wealth planning experience.
• CFP® designation completed or actively pursuing certification.
• Knowledge of and passion for best-in-class wealth planning.
• Strong understanding of sophisticated wealth planning tools and techniques.
• Commitment to completing projects on a deadline, with a focus on accuracy, efficiency and professionalism.
• Aptitude for staying abreast of both current and proposed regulations impacting wealth planning.
• Exceptional interpersonal & presentation skills.
• Intellectual curiosity and a willingness to learn, stay flexible and work effectively with the wealth planning team.

What success looks like at 90 days:

• Building collaborative relationships with the wealth planning team.
• Demonstrating proficiency in workflows, process and software.
• Participating in client meetings and contributing meaningful planning recommendations.
• Reflecting a positive attitude and willingness to work hard and contribute to the overall goals of the firm.
• Presenting at least one planning-related educational topic to the broader advisory team.
• Developing a network of at least five local professional relationships, including CPAs, estate planning attorneys, and other referral sources.

Benefits and Pay:

• Base salary range $90k - $110k depending on experience
• Health and vision insurance for dependents and employees
• Life insurance
• Long-Term Disability insurance
• Employee Assistance Program
• Profit-Sharing Plan
• PTO/Vacation plan

Company Overview:

Becker Capital Management, Inc. is an employee-owned, boutique investment advisor. Since 1976, the firm has embraced a client-first philosophy to provide comprehensive services to high-net-worth individuals, families, nonprofit organizations and institutions. We pride ourselves on team collaboration with a commitment to thoughtful growth and exceptional client service. We employ an experienced team of professionals and have the depth and breadth to provide sophisticated solutions for our clients.

Becker Capital is passionate about creating an inclusive environment that values each employee’s unique differences. Applications are encouraged from candidates reflecting diverse educational, cultural and experiential backgrounds. Becker Capital is an equal opportunity employer. It is our policy to recruit, hire, promote, and pay wages without unlawful discrimination on the basis of race, religion, color, sex, age, marital status, sexual orientation, national origin, disability, veteran status, genetic information, or any other classification protected by law.