Financial Planner / Associate Advisor

Description

Title: Financial Planner/Associate Advisor– Deschutes Wealth Management

Reports to: Practice Leader

Benefits: Healthcare, 401(k) Plan, Vacation/Sick

Status: Full-time/Exempt

Are you ready to join our highly successful wealth management team in our Bend Oregon Office! We hire smart, self-motivated, personable people who have a passion for helping our clients plan for their future. We value every member of our team and have built a culture that values everyone’s ideas. This position will primarily work with individual investment and planning clients, but there will be many opportunities to work with and learn from other areas of the firm. The ideal candidate is someone seeking opportunities to expand their skills by working with a high performing team.

Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory firm with $2.7 Billion of assets under management. The firm specializes in retirement plan consulting, wealth management and financial planning.

Our advisors are fee-only fiduciaries and therefore are not compensated on product sales or commissions. This is a salary position which includes an annual bonus based on individual and team success. The position is located in our Bend, Oregon office. Training and some meetings may require travel. In office hours Monday-Thursday and the option to work from home on Fridays.

A minimum of 3 years’ experience in the financial services industry. CFP® or CFP® Candidate preferred. Experience using Fidelity or Charles Schwab platforms preferred. Experience with other systems including eMoney, Orion and Wealthbox a plus.

Deschutes offers a competitive compensation and benefit package that includes:

• health insurance,
• 401k plan,
• base salary,
• Bonus based on individual & team success
• Continuing education and training
  
  
  

Position Summary

Financial Planner – This position will work with the Wealth Management Team in all aspects of the business from new client on-boarding, relationship management, planning, trading and routine client service. The ideal candidate will have a desire to grow with the company.

Requirements

ESSENTIAL RESPONSIBILITIES

Client Service

• Set up new financial plans and work directly with Senior Financial Planner on large complex financial plans.
• Support Service Manager in taking care of on-going client service requests, new account on-boarding and performance reporting.
• Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow up tasks etc.
• Record all client contact and activity into contact management system and participate in weekly team meetings.
• Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects.
• Become knowledgeable and keep up to date on key systems.
• Periodic trading and rebalancing of client accounts as directed by lead advisors.
• Support other members of the Deschutes team as needed.
  
  
  

Professional & Educational Development

• Deschutes is supportive of team members pursuing additional designations and education.
• Team members are required to satisfy continuing education requirements and to attend one company-sponsored educational conference per year which may require overnight travel.
  
  
  

Experience And Skills

Education and Work Experience

• Undergraduate Degree
• Series 65
• Current CFP® or working toward CFP® certification preferred.
• Proficient with Microsoft Office
  
  
  

Essential Skills

• Ability to multitask and manage time wisely.
• Works well independently and within a team.
• Strong communication and organizational skills.
• Commitment to confidentiality and diplomacy.
  
  
  

Pay Range Based On Experience

$70K-$85K, plus annual bonus