Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner

$80k - $105k

Aldrich

Job Type


Full-time

Description

We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success.

Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.

Check out more about Aldrich at


Requirements

You'll Get a Chance To
  • Develop customized, comprehensive financial plans designed to help clients achieve their goals.
  • Work directly with clients to gather information and present financial plans.
  • Build rapport with clients and potential clients with the goal of building a lasting relationship.
  • Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
  • Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
  • Advance the utilization of the financial planning software(s) and other technologies
What You Bring to the Team
  • Minimum of 3 years of experience in financial planning
  • Bachelor's degree from an accredited college or university
  • Experience with a financial planning software
  • CFP® or PFS designation or in the process of obtaining
  • Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
  • Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
  • Excellent analytical, strategic thinking and problem-solving skills.
How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual salary.

For a full summary of our benefit offerings, check out Life at Aldrich here .

What You Should Know

This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.

To Apply

Submit your resume describing how you meet the minimum qualifications and desired attributes.

#LI-HYBRID

Salary Description


$80,000-$105,000
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Lake Oswego, OR vacancy
  •  ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    West Linn, OR
    4 days ago
  • $41.71k - $69k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Lake Oswego, OR
    4 days ago
  • $25.49 - $31.15 per hour

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life... 
    Suggested
    Temporary work
    Local area

    U.S. Bank

    Tigard, OR
    2 days ago
  • $22 - $33.66 per hour

     ...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.Position SummaryA Personal Banker is responsible for selling a full range of banking services and... 
    Suggested
    Hourly pay
    Bank staff
    Work at office

    First Security Bank of Washington

    West Linn, OR
    1 day ago
  • 1st Security Bank in Oregon seeks a Personal Banker to grow customer relationships by selling a full range of banking services and products. You will actively engage in outside business development and manage time to maintain a robust pipeline. The role emphasizes exceptional...
    Suggested

    1st Security Bank

    West Linn, OR
    3 days ago
  • $22 - $33.66 per hour

     ...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking services... 
    Bank staff
    Shift work

    1st Security Bank

    West Linn, OR
    2 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    2 days ago
  •  ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    West Linn, OR
    2 days ago
  •  ...Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us – and we know you have options. But we offer something the competition simply can’t: our unique business... 
    Work at office
    Work from home
    Home office

    Edward Jones

    Lake Oswego, OR
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support Fully company-funded retirement package and... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Lake Oswego, OR
    4 days ago
  •  ...Join us at MassMutual Oregon, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom... 

    MassMutual Oregon

    Lake Oswego, OR
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where...  ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support Fully company-funded retirement package and... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Lake Oswego, OR
    2 days ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your... 
    Afternoon shift

    JPMorganChase

    Lake Oswego, OR
    5 days ago
  •  ...hiring in Oregon for a Retail Banking Sales & Service role. You will deliver exceptional service, assess customer needs, and advise on financial solutions across banking channels. The role emphasizes proactive engagement, loyalty growth, and collaboration with branch teams... 

    Bank of Montreal

    Lake Oswego, OR
    3 days ago
  •  ...there is not an immediate opening for every location listed*****At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    8 hours ago
  •  ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help... 

    WestPac Wealth Partners

    Lake Oswego, OR
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships. After licensing, you will deliver core banking... 

    Bank of America

    West Linn, OR
    4 days ago
  •  ...About MassMutual Washington MassMutual Washington is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering... 
    Full time
    Contract work
    For contractors
    Work at office
    Immediate start

    MassMutual Oregon

    Lake Oswego, OR
    13 hours ago
  •  ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help...  ...CFA) ~ Certified Public Accountant (CPA) ~ Certified Financial Planner (CFP) ~ Chartered Financial Consultant (ChFC) ~ Bachelor's Degree... 
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Tualatin, OR
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Lake Oswego, OR
    19 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Lake Oswego, OR
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Unavailable

    Lake Oswego, OR
    2 days ago
  •  ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    4 days ago
  •  ...team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to... 

    Mariner

    Tigard, OR
    2 days ago
  •  ...complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback;... 
    Full time
    Work experience placement

    Wells Fargo

    Portland, OR
    8 hours ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver, Washington; Salem, Oregon; Lake Oswego, Oregon To proceed with your application, you must be at least 18 years of... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    1 day ago
  • $68.64k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with... 
    Work at office
    Local area

    LPL Financial

    Lake Oswego, OR
    4 days ago
  • Northwestern Mutual invites college students to join its College Financial Representative internship, gaining hands-on experience building a financial planning practice with guidance from a Fortune 500 company. You'll learn prospecting, build a strategy, meet potential... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Portland, OR
    2 days ago
  • $80k - $90k

    Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program in Lake Oswego, Oregon. This role involves developing client relationships, providing comprehensive investment recommendations, and achieving performance goals. Applicants must hold... 
    Full time

    Bank of America

    Lake Oswego, OR
    2 days ago
  •  ...Chase is seeking an Associate Relationship Banker to represent our brand in a branch setting, delivering hospitality and financial guidance. You will welcome clients, assess needs, and offer tailored solutions using Chase’s digital tools. You’ll work with a team to ensure... 
    Afternoon shift

    Fairygodboss

    Portland, OR
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!