Assistant Advisor Portland, OR

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Associate Financial Advisor

Job Description for Associate Financial Advisor

Job Type: Full Time
Job Location: Portland OR

Empirical Wealth Management is currently searching for an Associate Financial Advisor (AFA), who can help strengthen client relationships and provide top-notch service to clients. An AFA works closely with a Lead Financial Advisor coordinating the financial, tax, and retirement planning for over 100 households. An AFA will be responsible for client meeting preparation, implementing recommendations, responding to client requests, and other ad-hoc projects as necessary.

Over time, an AFA will learn to conduct financial analysis, prepare financial plans, and make investment recommendations with the guidance of a Lead Advisor. This role is best suited for individuals who aspire to become a Lead Advisor. Over 2-3 years, AFAs will have the opportunity to participate in client meetings, learn about financial planning and tax strategies, and see how relationships are built in order to develop their own client relationships.

Your Responsibilities – What you will be doing in this role

  • Preparing paperwork
  • Executing client requests in a timely manner
  • Preparing meeting agendas
  • Onboarding new clients utilizing various internal and external systems
  • Collaborate across multiple teams (tax, trading, and financial planning) to formulate recommendations for clients
  • Other responsibilities may come up as the role progresses

Your Qualities – What we want to see in you

  • Detail-oriented – accurately manage multiple tasks with many steps
  • Personable –connect with clients and build trust in a professional manner via email, phone, and in-person interactions
  • Emotional Intelligence – recognize emotions and communicate appropriately in a variety of emotional situations
  • Confidence –display certainty in speaking and body language regardless of the situation
  • Analytical – synthesize what clients convey and provide appropriate recommendations to meet their goals
  • Flexible – prioritize daily tasks in a manner that is consistent with both task urgency and efficiency
  • Confidential – maintain sensitive information entrusted to us by our clients private

Your Experience – What you have been doing

  • 1-3 years in financial services industry
  • Undergraduate degree
  • Series 65 and working towards CFP® certification
  • Proficient in Microsoft Excel, Word, and Outlook

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