Paraplanner

Job Number: 16074

Salary: $65K-$80K DOE

Industry: Financial Services

Must Haves:

• 2-3+ years of experience in wealth management

Your New Role:
Have you been seeking your next financial services role with the potential to grow into a financial advisor? Look no further than this Paraplanner role!

Your keen eye for detail will be crucial as you prepare financial documents, model financial scenarios, and oversee internal money movements. You’ll also support financial advisors and complete junior planning responsibilities. Strong interpersonal and organization skills will be your greatest asset as you schedule clients, coordinate client meetings, and open client accounts.

This team is looking for someone with good judgement in prioritizing tasks and who is willing to assist with varying tasks.

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.

Interested in seeing more positions like this? Click here.

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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