Financial Advisor
Financial Planner Recruiting, LLCOregon, United States
Posted December 11, 2025
Full Time
About the Company
Fee-only firm based in Ashland, Oregon
Job Description
Financial Advisor position at a fee-only firm in Ashland, Oregon. Responsibilities include client service, financial planning, and investment analysis.
Requirements
- CFP or CFP Candidate required
- Experience with Charles Schwab, Black Diamond, MoneyGuide, Levitate, Morningstar
- Operations and/or client service experience
Benefits
- Relocation Assistance
- PTO - 15 vacation, 10 sick, 20 parental leave
- 100% employer-paid health and dental plan