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Evergreen Gavekal
Portland, OR, United States
Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington with additional offices in Oregon and California. Our culture rewards creative problem-solving, an entrepreneurial mindset, and a willingness to operate cross functionally. We have $4 billion in assets under management and are looking for eager s
Job Source: Evergreen GavekalOnPoint Community Credit Union
Portland, OR, United States
OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pri
Job Source: OnPoint Community Credit UnionFarther
Portland, OR, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherFisher Investments
Camas, WA, United States
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor! The Opportunity: As a Fisher Investments UK Investment
Job Source: Fisher InvestmentsExecHQ
Portland, OR, United States
Company Overview ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size
Job Source: ExecHQThrivent
Portland, OR, United States
Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We
Job Source: ThriventCPS Inc
Portland, OR, United States
Portland , OR Posted: 03/13/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.13.2 Pay Rate: Base $65k - $80k (possibly more) Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Ar
Job Source: CPS IncBank of America
Portland
Financial Solutions Advisor - Consumer Investments - Northwest Region Bellevue, Washington;Wilsonville, Oregon; Oregon City, Oregon; Redmond, Washington; Bothell, Washington; Port Orchard, Washington; Kent, Washington; Kent, Washington; Corvallis, Oregon; Beaverton, Oregon; Mill Creek, Washington; Portland, Oregon; Seattle, Washington; Marysville,
Job Source: Bank of AmericaPortland, OR, United States
Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We have a dynamic small-office environment (8 employees) that requires us to step up and help outside of our job titles. We have a knack for detailed work and a desire to create a welcoming space for our clients. We enjoy working together, but we also like to have fun together. Most importantly, we are all passionate about helping people reach their financial goals and supporting a collaborative team environment.
This Financial Advisor position would be an excellent fit for a financial planning-oriented CFP with 2-5 years of experience who wants to be the relationship manager for a set of Silver Oak clients.
Duties and Responsibilities
Foster client relationships, including regular meetings, periodic reports and annual reviews
Update, review and present financial plans
Manage client investment portfolios, including investment selection, rebalancing and maintenance
Review client tax returns and complete annual tax planning
Proactively assist clients with other financial planning topics, including charitable giving, cash flow, employee benefits, insurance, estate planning and retirement planning
Help facilitate hourly and planning project engagements
Build/maintain relationships with centers of influence (attorneys, CPAs, etc.)
Minimum Qualifications
Bachelor’s degree with 3-5 years financial industry experience
CFP, or demonstrated progress toward the CFP
Experience with financial planning software (MoneyGuidePro or similar)
Experience working with clients on comprehensive personal financial planning topics, including retirement planning, employee benefits, insurance, investing, asset allocation, estate planning, income tax and executive compensation
Strong proficiency with G Suite and Microsoft Office applications
Professional communication skills, both written and verbal
Detail-oriented, accurate, organized and able to set priorities in managing projects
Ability to thrive in a collaborative, in-person, small-office environment
Preferred Qualifications
Experience with processes and procedures at Schwab Institutional or similar
Experience with trading on Schwab Institutional platform or similar
Familiarity with concepts of portfolio design and diversification with a focus on using Vanguard and Dimensional Fund Advisor investments
Salary depends on experience and will be based on a national average salary of $85,000-$100,000 per year. After meeting eligibility requirements, other benefits include an optional work from home day on Fridays, group health, dental and vision insurance plan, life and disability insurance, 401(k) plan with profit share, subsidized parking or mass-transit pass, an annual contribution toward continuing education, and annual contributions to charitable organizations of your choice and a charitable giving match. Our self-managed time off and wellness stipend policy allows employees to support and nurture both their work and personal lives.
Interested applicants should send their resumes with a cover letter via email to [email protected]. Please include a paragraph in your cover letter about how financial planning can positively impact clients’ lives. Silver Oak is an Equal Opportunity Employer, a drug-free workplace and complies with ADA regulations as applicable. We encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans and LGBTQIA2+ community members. All employees must pass a criminal background check.
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Financial Advisor jobs in Portland, OR, United States
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