Upvote
Downvote
Financial Planner
Share Job
- Suggest Revision
$72,000 - $78,000 a year
Full-time
- We are seeking an Associate Financial Planner for our wealth management firm in Lake Oswego, Oregon.
- Candidates who are willing to, working towards, or currently have a CFP® (or equivalent), which thrive in a small firm environment and want to be involved in all aspects of the business, are of high interest to us.
- The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.
- Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy.
- Assist Financial Planner with appropriate support team members to achieve group goals.
Active Job
Updated 3 days agoSimilar Job
Relevance
Active