Financial Planner

We hire smart, self-motivated, personable people who have a passion for helping our clients plan for their future. This position will primarily work with individual investment and planning clients, but there will be many opportunities to work with and learn from other areas of the firm.

Requirements

• Set up new financial plans and work directly with Senior Financial Planner on large complex financial plans.
• Support Service Manager in taking care of on-going client service requests, new account on-boarding and performance reporting.
• Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow up tasks etc.
• Record all client contact and activity into contact management system and participate in weekly team meetings.
• Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects.
• Become knowledgeable and keep up to date on key systems.
• Periodic trading and rebalancing of client accounts as directed by lead advisors.
• Support other members of the Deschutes team as needed.
• Pursue additional designations and education.
• Satisfy continuing education requirements and attend one company-sponsored educational conference per year.

Benefits

• Healthcare
• 401(k) Plan
• Vacation/Sick