We are excited to hear from you and have a chance to meet you!
Please complete our application including the Education and Employment History sections. Be sure to attach a resume.
1211 Sw Fifth Avenue, Suite 1200 Portland, OR 97204
compensation: 60k to 70k DOE plus yearly bonus plus great benefits!
employment type: full-time
Seeking an experienced financial planner to join our dynamic and growing team in our gorgeous downtown office. This individual will work closely with the company CEO, CIO and wealth advisors, providing financial planning analysis for a variety of high net worth client situations and scenarios. With a firm of less than 20 employees and over $650 million in assets under management, this individual will be responsible for a variety of daily projects involving research, analysis and planning. This individual will play a key role in advising other staff on a wide range of financial and tax related topics. CPA' s, Licensed Tax professionals or CFP' s are encouraged to apply.
$60k to $70k DOE, plus yearly bonuses. Great PTO and benefits! We need someone ASAP!