Location: Bend, OR Salary: $70,000 - $75,000
Work directly with experienced financial planners and high-net-worth clients Gain hands-on exposure to comprehensive financial planning and wealth management Develop client-facing advisory skills while building long-term relationships Participate in investment management, trading, and portfolio rebalancing activities Opportunity to contribute ideas and help shape company growth initiatives Collaborative team environment with mentorship and professional development opportunities Clear pathway for advancement within the wealth management profession
Seeking a detail-oriented Associate Advisor / Associate Financial Planner to support financial planning, client service, and investment management activities. This role is ideal for an early-career wealth management professional who enjoys client interaction, financial analysis, and helping high-net-worth individuals achieve their financial goals.
Assist with preparation and execution of client meetings Gather and organize client financial information and planning documents Prepare meeting agendas, paperwork, and asset allocation materials Analyze client financial situations and assist with planning recommendations Coordinate implementation activities with outside professionals when needed Interact with clients by phone, video, and in person Assist with investment account trading and portfolio rebalancing Support delivery of financial planning services to high-net-worth clients Develop and maintain ongoing client relationships Collaborate with advisors and support teams to achieve business objectives Contribute ideas and feedback regarding company strategy and growth
Bachelor's degree in Finance, Business, Economics, Accounting, or a related field Active FINRA SIE, Series 7, and Series 66 licenses (or equivalent registrations) Strong financial analysis and problem-solving skills Excellent written and verbal communication abilities Highly organized with strong attention to detail Ability to manage multiple priorities and follow established processes Self-motivated with the ability to work independently and collaboratively Strong client service mindset
CFP designation or progress toward CFP certification Previous experience in financial planning, wealth management, or investment advisory services Experience supporting high-net-worth clients
A licensed financial services professional who enjoys supporting advisors, building client relationships, participating in investment management activities, and growing toward a long-term career in wealth management.
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients • Bend, OR, United States
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