Job Number: 16073

Salary: $90K-$110K DOE

Industry: Financial Services

Must Haves

• 3-5+ years of experience as a financial advisor
• CFP
• Experience with Orion, eMoney, Right Capital, and Holistiplan highly preferred
  
  

Your New Role

Tired of sales meetings and sending awkward messages trying to drum up business? Return to why you got into this business – improving client outcomes! Join this prestigious wealth management firm as a Financial Advisor to do just that.

Your collaborative nature and effective problem-solving skills will be your greatest asset as you meet with clients, provide input to partners to improve client experiences, and produce educational content like podcasts and written commentary. A creative problem-solver will thrive in this role as you model financial planning scenarios and cash flows, and trade and rebalance investment portfolios.

Someone with a strong growth mindset, an ability to prioritize and manage time effectively, and works well with others will stand out among other applicants.

This is a hybrid role out of their Lake Oswego office.

Your New Organization

For the last decade, this financial services firm has sought to shake up the wealth management model by practicing a client-first mindset. They tie their fees to client outcomes and discounting fees during tough market environments in order to lower their overall fees. With their process-driven culture, they have built a stellar reputation of protecting people over profits.

Benefits include fully paid medical, dental, and vision insurance, 401(k) plan with employer match and safe harbor contributions, unlimited vacation, licensing/certification/continuing education and due reimbursements, annual performance bonuses, new business incentives, and profit sharing.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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Please Note

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

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