Private Wealth Advisor (Bend, OR)

Private Wealth Advisor (Bend Office)

Black Diamond Financial is a private wealth management firm focused on preserving and enhancing wealth.  We are seeking a Private Wealth Advisor for our Bend, OR office. The Private Wealth Advisor is an important position within the firm. This position will work closely with our leadership team including the firm’s founder, Matt Goette, on investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to significant upward mobility within the firm and a rewarding career.

Key responsibilities include, but are not limited to, the following:

• Experience working closely with and assisting lead wealth advisors in evaluating and reviewing client portfolios including implementation, rebalancing, reinvestment of investment proceeds, loss harvesting, cash activity and trade execution
• Experience preparing and presenting client materials
• Significant excel modeling and PowerPoint presentation creation capabilities
• Relevant experience assisting lead wealth advisors with client prospecting and new business activities
• Growth opportunity to be the primary wealth advisor on selected clients in the first year while assisting our team with other clients
• Strong communication skills with internal and external audiences
• Sound understanding of our public markets investing philosophy
• Good knowledge of our alternatives investing philosophy
• Good knowledge of financial planning ideas and best practices
• Qualifications include being a registered Investment Adviser Representative (IAR), which include either holding the designation of CFA, CFP, or CPA/PFS or passing the Series 65 or 66 exams

Required Background:

Candidates for this role will have a history of high achievement in exceeding goals and outperforming peers. The ideal candidate has 5 plus years of experience and will have passed the CFP exam.

Other Required Qualifications:

The ideal candidate will bring to the role financial advisor experience, financial knowledge, a collaborative team mindset, and a proven work ethic. Success in this role will be supported by the following attributes:

• Bachelor’s degree in Business, Finance or Accounting; CPA, CFP or CFA preferred
• Strong analytical ability and demonstrated sound judgment
• Highly organized and must possess strong technical, verbal and written communication skills
• Ability to independently manage and interpret data
• Very high attention to detail
• Team-oriented approach with the flexibility to manage work independently and meet time-sensitive tasks
• High professional standards, with demonstrated honesty and integrity
• Familiarity with Charles Schwab custodial services is a plus

Firm Overview:

Black Diamond Financial is a dynamic, fast-growing private wealth management firm with $1.3 billion in assets under management. We are a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help our clients achieve their financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, return optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.