About this opportunity
Financial Planner Recruiting, LLC lists this Financial Advisor opportunity in ashland, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor
Our client is a fee-only firm based in Ashland, Oregon. They are seeking a Financial Advisor to join their team.
In partnership with the lead advisor, service existing client relationships, including ongoing regular client contact through review meetings and communications. Support the development and implementation of financial plans, including the coordination of estate, investment, insurance, and tax strategies. Assist with the development and trading of preferred investment allocations. Identify investment, allocation, tax planning, and cash flow opportunities. Monitor portfolios & alerts. Assist with account paperwork as needed. Provide ongoing and ad hoc market and investment analysis to the team. Collaborate with outside professionals (advisors, attorneys, CPAs).
Skills:
Leader & business acumen
Proactive
Independent thinker
Attention to detail
Ability to bring fresh ideas to the business
Operations and/or client service experience
Experience with Charles Schwab, Black Diamond, MoneyGuide, Levitate, Morningstar
CFP or CFP Candidate required
Benefits:
Relocation Assistance
PTO - 15 vacation, 10 sick, 20 parental leave
100% employer-paid health and dental plan
This role is a salaried (commensurate with experience) plus benefits. If desired, it has the opportunity to transition into a Lead Advisor/Chief Wealth Strategist role, leading staff and managing operations.
Worksite address
ashland, OR, 97520, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.