PortlandRecruiter Since 2001
the smart solution for Portland jobs

Financial Advisor

Company: Empirical Wealth Management
Location: Portland
Posted on: February 25, 2021

Job Description:

We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 40 professionals who want to take charge of our own careers. The majority of our team has started with us out of college and/or graduate school as associates and are key to Empirical's commitment to success. This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business. Your Experience: * Candidates must have a four-year degree and the CFP designation * 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm * Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis * Unquestioned commitment to integrity in personal and professional activities * Highly motivated with ability to function well in a fast-paced environment * Self-starter by nature * Excellent organizational, leadership, communication and presentation skills * Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Keywords: Empirical Wealth Management, Portland , Financial Advisor, Accounting, Auditing , Portland, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Property Manager
Description: About PCRI br Portland Community Reinvestment Initiatives, Inc. is a non-profit community development corporation with a mission to preserve, expand and manage affordable housing in the City of Portland (more...)
Company: Portland Community Reinvestment Initiatives, Inc.
Location: Portland
Posted on: 03/2/2021

Bookkeeper
Description: Ref ID: 03610-9502861797Classification: BookkeeperCompensation: DOEDo you have excellent data entry skills and a familiarity with a wide range of financial transactions Accountemps is seeking Bookkeepers (more...)
Company: Robert Half
Location: Salem
Posted on: 03/2/2021

Assistant Controller in large company
Description: Parker Lynch is supporting a long time client in hiring a Senior Technical Accountant with a strong technical background. Are you looking for an opportunity to continue to manage and grow with a stable (more...)
Company: Parker and Lynch
Location: Portland
Posted on: 03/2/2021


Area Dir Finance
Description: Area Director of Finance in Portland, Oregon - Careers at The Nines Skip Branding Skip to Main Content ul li ABOUT li SAGE HOTELS li SAGE RESTAURANT GROUP li OUR BRANDS li Returning Users (more...)
Company: Sage Hospitality Group
Location: Portland
Posted on: 03/2/2021

Commodity Product Manager - Vancouver
Description: Overview br Boise Cascade Building Materials Distribution has an opening for a sales professional experienced in lumber, panels, and other commodity distribution products. Please review the responsibilities (more...)
Company: Boise Cascade Company
Location: Vancouver
Posted on: 03/2/2021

Mail Processor - Postal Service
Description: n n MAIL PROCESSOR --- POSTAL SERVICE n n n n NO EXPERIENCE REQUIRED --- PAID TRAINING PROVIDED --- JOB SECURITY n n n The Postal Service is the largest government related agency in terms of employees. (more...)
Company: USA Labor Services
Location: Sandy
Posted on: 03/2/2021

Billing Support Specialist
Description: Description br br Job ID: 49058 br Billing Support Specialist br Our Portland client has an immediate need for a Billing Analyst. This role will be assisting with various billing functions and (more...)
Company: VanderHouwen
Location: Portland
Posted on: 03/2/2021

Earn Cash Renting Out your Garage / Yard / Parking Space
Description: Neighbor Parking Storage HostRent out your parking space or your garage and earn 4,000 / year We are looking for side hustlers and passive income lovers to join Neighbor as independent hostsNeighbor
Company: Neighbor.com
Location: Salem
Posted on: 03/2/2021

Regional Sales Manager - Own a Franchise
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESS OWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Keizer
Posted on: 03/2/2021

Accounting Clerk
Description: Ref ID: 03610-0011717793Classification: Accounting ClerkCompensation: 13.46 to 15.59 hourlyDo you want to be a part of a team at an innovative and well-respected organization as an Accounting Clerk (more...)
Company: Robert Half
Location: Keizer
Posted on: 03/2/2021

Log In or Create An Account

Get the latest Oregon jobs by following @recnetOR on Twitter!

Portland RSS job feeds