Role OverviewJoin a fee-only firm in Ashland, Oregon as a Financial Advisor, partnering with the lead advisor to service existing client relationships and develop financial plans.
What You Will Do
Support client relationships, develop and implement financial plans, assist with investment allocations, and provide market and investment analysis.
Why It Might Be a Fit
This role requires a CFP or CFP Candidate, leader & business acumen, and experience with financial planning software.
Requirements
- CFP or CFP Candidate
- Leader & business acumen
- Proactive
- Independent thinker
- Attention to detail
- Ability to bring fresh ideas to the business
- Operations and/or client service experience
Benefits
- Relocation Assistance
- 15 vacation days
- 10 sick days
- 20 parental leave days
- 100% employer-paid health plan
- 100% employer-paid dental plan
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