Boly:Welch
Job Number: 16074
Salary: $55K-$65K DOE
Industry: Financial Services
Must Haves:
- 1 year of experience in wealth management
- Bachelor’s degree preferred
Your New Role:
Put your foot in the door of this growing people-centric wealth management firm as their next Client Associate!
As Client Associate, your effectual organizational skills will aid you in scheduling clients, assisting with and preparing for client meetings, and some junior planning responsibilities. You’ll also be tasked with overseeing money movements and managing internal databases.
To thrive in this role, you’ll need effective and clear communication skills, impressive organizational skills, and the versatility to think critically – does this sound like you?
This is a hybrid role out of their Lake Oswego office.
Your New Organization:
For the last decade, this financial services firm has sought to shake up the wealth management model by practicing a client-first mindset. They tie their fees to client outcomes and discounting fees during tough market environments in order to lower their overall fees. With their process-driven culture, they have built a stellar reputation of protecting people over profits.
Benefits include fully paid medical, dental, and vision insurance, 401(k) plan with employer match and safe harbor contributions, unlimited vacation, licensing/certification/continuing education and due reimbursements, annual performance bonuses, new business incentives, and profit sharing.
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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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
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To apply for this job please visit apply.bolywelch.com.