Wealth Management Associate

Wealth Management Associate – Portland, OR (Hybrid) A well-established, values-driven wealth management firm is seeking a Wealth Management Associat to join their growing team. This group has been serving clients for over a decade and is known for its collaborative culture, high-touch client service, and commitment to excellence. Team members work onsite in SW Portland Monday–Thursday (7:30–4:00) and Friday (7:30–2:00). After initial training, the role offers 1–2 remote days per week. What You Will DoExceptional Client Servi ceServe as a primary point of contact for clien tsAnticipate client needs, address concerns, and resolve issues prompt lyPartner with custodians and investment manage rsOversee data gathering and maintain data integri tyProcess money movement transactions per client instructio nsClient Meetin gsParticipate in client meetings alongside Wealth Manage rsPresent ideas and concepts clearly and professional lyPrepare meeting materials and written summari esCreate, delegate, and manage post-meeting action ite msCoordinate logistics with clients, internal teams, and CO IsWealth Planni ngAssist Wealth Managers in producing financial pla nsClient Onboardi ngOversee and coordinate the full onboarding proce ipDelegate tasks to Client Service Associat esAssist with training and development of new or newly promoted team membe Experience & Ski lls2+ years of client service experience within t he wealth management indus tryBachelor’s degree (Finance or related field preferr ed)Series 65 and FPQP/first CFP module—or willingness to obtain within 12–18 months (firm-pa id)Proficiency in Microsoft Outlook, Word, Excel, PowerPo intExperience with CRM and financial planning/portfolio systems (Salesforce, eMoney, Tamarac, or similar) is a p lusExcellent written and verbal communication ski llsHighly organized with strong follow-thro ughAbility to manage tasks independently and effectively priorit Benefits fitsThis firm evaluates candidates individually and offers competitive compensation based on experie nce.Base Sal ary: Typica lly $80k– $90kBo nus: Annual performance-based b its:Fully paid medical, dental, and vi sionFully paid short-term & long-term disabi lityFully paid life insur ance401 (k): 100% match up t o 4%Equ ity: Opportunity to purchase equity and become an o ayProfessional Developm ent:100% paid training, certifications, licensing, and professional #J-18808-Ljbffr