Financial Advisor
Financial Planner Recruiting, LLC
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.
Vacancy posted 5 days ago
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