
Boly:Welch
Job Number: 15732
Salary: $85K-$110K DOE
Industry: Financial Services
What Matters Most:
- 3-5+ years of experience in Financial Services required
- CFP highly preferred
- ChFC, CFA, CPA, or JD preferred
Your New Role:
Are you looking to take the next step in your financial services career? Do you have a love for the outdoors? This Associate Financial Planner role may be for you!
As an essential member of this four-person team, you’ll facilitate client meetings, analyze financial details, and draft investment policy statements. An organized mind and collaborative personality will thrive in this role as you’ll engage with the community to develop partnerships, develop financial plans based on recommendations, and meet with clients and partners.
An avid adventurer and outdoor enthusiast will fit in well within the company culture, and those with strong written and verbal communication skills will be highly valued by the team.
This role is on-site.
Your New Organization:
This boutique wealth management firm truly values their connection to the Pacific Northwest. With client and professional partner events occurring from the slopes of Mount Hood to the rapids of Oregon’s scenic rivers, they’re committed to helping both clients and employees live fulfilling lives while building meaningful wealth.
The office closes early on Fridays and unlimited PTO is there to encourage a life where you can explore, recharge, and return to work inspired. Benefits also include a 401(k) match, health insurance, profit sharing, gym membership, volunteer time off, monthly massages, and more!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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To apply for this job please visit apply.bolywelch.com.