What are the responsibilities and job description for the Associate Advisor - Servicing Advisor position at Willamette Wealth Partners?
Excellent opportunity within the financial services industry.
Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.
In addition, the appropriate candidate will possess the following skills and attributes:
- Strong verbal and written communication skills
- Cool and calm under pressure
- Proficient in technology platforms, including Microsoft Word and Excel
- Good listener
- Enjoys working with the public, providing excellent client service
- Independent and self-motivated
- Problem solver, ability to look ahead and anticipate the next steps necessary to fully complete the task
- Flexible
- High energy
- Excellent organizational skills and great attention to detail
- Professionalism
Work responsibilities will include the following:
- Lead client meetings, maintaining relationships through regular communication
- Implement Financial Planning process, overseeing the development, presentation and implementation of recommendations to clients
- Review follow-up communication and assist in implementation of actions that result from client meetings
- Review and approve trades within client portfolios
- Lead team meetings and manage responsibilities and performance within the team
- Engage in the firm’s strategic planning process and contribute to key initiatives
- Communicate with client’s outside advisors such as accountants and attorneys
- Develop and mentor support staff for future advancement
Other Qualifications:
- Minimum 1 year of experience leading client meetings
- Series 65 licensed or equivalent
- CFP or on the CFP track preferred
- Bachelor’s degree, preferably in business or related field
- Familiarity with Wealthbox, RightCapital, Black Diamond, and Holistiplan helpful but not required
This is not a sales position. This is primarily a service position.
Competitive compensation, between $70,000 and $85,000 based on experience, plus bonus opportunity.
Benefits include:
- Retirement plan with employer contributions
- Health insurance with employer HSA contributions
- Paid time off and holidays
- Continuing education opportunities
This position is located in the Eugene/Springfield area, is on-site and does not allow work-from-home.
To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.
We are working directly with a recruiter, so please do not contact our office.
Please submit cover letter and resume in Word or PDF format.
Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!
Pay: $70,000.00 - $85,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $70,000 - $85,000