Who We Are

Point Forward is a boutique wealth management practice based outside of Portland, Oregon in Lake Oswego. We serve high net worth individuals and families from the Pacific Northwest all the way to the East Coast.

As a close team of 15 advisors, investors, planners and business experts, we recognize that we are greater than the sum of our individual parts. We want teammates who thrive with relationships, who are driven to help clients and our team when they need it.

Our Value Proposition: To serve as your family CFO, providing clarity, organization, and peace of mind.

Our Mission: Empower clients to build and preserve family wealth.

Our Vision: Be the most trustworthy and authentic family practice.

Our Values:

• Attitude - optimistic
• Approach - family CFO
• Outlook - long-term with short-term agility
• Compass - do the right thing for our clients and team

We navigate the intricate aspects of financial management, providing solutions for complex situations and life transitions such as creating transparent options, identifying risk factors, advising on career shifts, creating investment strategies, managing investments, and developing customized tax strategies.

The Work You’ll Do

In this role as a Financial Planning Analyst (Paraplanner), you’ll primarily support clients along with the financial advisors in streamlining investment management and financial planning processes. You’ll be working within a 5 person Planning department and cross-functionally with an investment analyst and advisor.

A successful candidate will have an affinity for structure, detail, compliance, and process alongside a genuine passion for service and client interaction.

Longer term development opportunities for this role could include career paths in the Investment Department or Operations teams, moving into a leadership role on the Planning team or becoming a Financial Advisor.

Position Responsibilities:

Financial Planning & Client Service

• Actively maintain communication with clients throughout the financial planning process, addressing inquiries, and providing relevant information pertaining to their accounts as permissible.
• Regularly review and refresh client profiles in preparation for review meetings, actively participating in these discussions as needed.
• Demonstrate a commitment to excellence by identifying and executing opportunities to exceed client expectations.
• Develop and prepare impactful visual aids, including charts, graphs, and tables, for use in client meetings, ensuring a clear and engaging presentation of financial plans and strategies.
• Efficiently manage and resolve any client service issues, fostering a positive and supportive experience.
• Coordinate and prepare for meetings, including setting up client agendas and processing necessary paperwork.
• Facilitate client transactions and trades in alignment with strategic financial plans, underpinning our commitment to responsive and personalized client service.

What We're Looking For:

• A keen eye for detail, organization, and the ability to manage multiple tasks efficiently.
• Strong communication skills to effectively interact with clients and team members across various departments.
• Proficiency in time management and the ability to prioritize tasks effectively.
• A commitment to adhere to all legal, regulatory, and ethical standards.

Requirements:

• College degree or higher preferred
• Be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State Life, Health, and Variable Line insurance licenses
• Must be able to pass a comprehensive background check

Join us and step into a role where your efforts directly contribute to the financial wellbeing of the families and clients we support and the efficiency of our operations. We are an Equal Opportunity Employer, committed to building a diverse and inclusive team that supports your growth and success.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Relocation assistance

Experience level:

• Under 1 year

Schedule:

• Monday to Friday

Experience:

• Financial planning: 1 year (Preferred)

Work Location: In person