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Financial Advisor

Ashland, OR 97520

Posted: 07/24/2023 Employment Type: Permanent Category: Wealth Management Job Number: 19964 Pay Range: $75,000 - $120,000 DOE

Job Description

A successful wealth management firm is seeking a talented Financial Advisor to join their dynamic team!  As a Financial Advisor, you will be primarily responsible for participating in client meetings, cultivating client relationships, developing tailored financial strategies, providing operational backup and occasionally traveling for client meetings.  The firm is looking for candidates with at least 3 years of experience as a financial advisor, a background in RIA and either lives in or is willing to relocate to Oregon.  This is a great opportunity to expand your career, where you will be able to deliver high-quality wealth management services and be able to grow within a team-oriented and innovative environment!

Pay Range: $75,000 - $120,000 DOE

  • Assist with paperwork, transfers and custodian research
  • Run tax, retirement and estate projections
  • Attend meetings, take notes, and occasionally present
  • Communicate and collaborate with clients and advisors
  • Conduct research, analysis, and oversee planning execution
  • Manage advanced questions and be strategic
  • Be client-facing and work with mature clients
  • Oversee planning execution and collaborate on advanced questions

  • 3+ years of experience as a financial advisor
  • Bachelor’s Degree in a related field
  • CFP designation is required
  • Must live in or be willing to relocate to Oregon

  • Medical, Dental and Vision insurance
  • 3 weeks vacation
  • 2 weeks PSL
  • Paid holidays
  • Retirement plan with 3% match

If you're ready to elevate your career and make meaningful impacts in the financial industry, apply now!


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