Boly:Welch

Job Number: 15280

Salary: $120K–$140K DOE + bonus structure

Industry: Financial Services

What Matters Most:

  • 7+ years of demonstrated planning and business development experience
  • Undergraduate degree in a business-related field at a minimum
  • Currently holds or can attain Series 65 license within 90 days of hire date
  • Certified Financial Planner certification
  • Familiarity with eMoney as a planning tool
  • Proficiency in Microsoft Office Suite, especially Excel and Word
  • Professional working proficiency in Spanish language desired


Your New Role:
You are a driven and deeply invested Wealth Planner who has a knack for client service and a background in financial planning and investment management.

As the Wealth Planner, your responsibilities will encompass conducting client meetings, formulating and delivering comprehensive financial plans, maintaining regular communication with the client in order to attain their financial goals, actively participating in data analytics, and crafting and presenting tailored content for internal and external audiences. You will take part in the daily sales process, building a prospective referral pipeline, expanding client relationships, and leveraging your market expertise to identify profitable areas of growth in order to enhance the clients’ experience and further their financial goals.

Beyond demonstrating a sound understanding and enthusiasm for the field, your steadfast commitment to meeting deadlines, staying informed about regulations affecting financial planning, meticulous attention to detail in project management, and effective communication will go far here.

This is a hybrid role with 3 days in office.


Your New Organization:
With a focus on providing positive and valued partnerships, this firm puts its clients first. Management appreciates hard work, but also understands the importance of balance and company culture. You’ll be joining a strong internal culture with veteran employees who enjoy a weekly happy hour – even virtually! They’ve just settled into their brand-new office, which offers a game room and fully stocked kitchen.

In addition to offering a hybrid 3/2 schedule, you won’t believe their benefits package: medical, dental, and vision coverage, disability and life insurance, 401(k) plus match, volunteer time off, an EAP, profit sharing, FSA, annual charitable contribution match, accident and identity theft protection, an employee wellness program, and paid parking!

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.

#MID0622

To apply for this job please visit apply.bolywelch.com.

Upcoming Workshops

Get the scoop on future live job search workshops!

Exclusive Access to 2023
Job Market Trends!

You’ll also receive an email from [email protected] with a link to the report.

Exclusive Access to 2023
Job Market Trends!

You’ll also receive an email from [email protected] with a link to the report.

Thanks for your interest in our panel discussion on Paid Leave Oregon!

You’ll also receive an email from [email protected] with a link to the recording.

Let's Talk About Paid Leave Oregon (panel discussion recording)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.