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Associate Advisor/Paraplanner

Employer
Axia Wealth Management
Location
Bend, Oregon
Salary
Competitive Salary Based on Experience Plus Benefits
Closing date
Nov 2, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

We are looking for a talented individual who has excitement for the industry and passion for helping people.  This person will need to have a well-rounded skill set, as we not only need help with servicing clients, but help with managing back-office operations, trading/portfolio management, and planning implementation. This person needs to be self-motivated, organized, a multi-tasker, and someone who wants to learn and take on more responsibility as they grow.  This person also needs to have the ability to drop everything they are doing for a quick paddle board down the Deschutes River (non-negotiable).

With that, your role would be to work directly with two lead advisors in servicing clients, building rapport, constructing financial plans, and implementing the various planning components.  In doing this you will be working directly with clients and the advisors to make sure clients needs are well taken care of. You would also take ownership of the process to onboard new clients to the firm and handle all the paperwork and systems to accomplish account openings and transfers of client assets.

Company

We are an independent wealth management firm located in Bend, Oregon that simply wants to help people with all facets of their finances.  So, we built a firm that we would want to be associated with as clients.  That is why we utilize an investment strategy grounded in academic research from Nobel Prize-winning economists. We then put that power to work by tailoring a portfolio to fit each individual client.  We also ensure that allocation is paired with a financial plan that allows each client to track their success, and see what changes need to be made to meet their goals.

Find Us
Website:
Telephone
(541) 647-1500
Location
747 SW Mill View Way
Bend
OR
97702
United States
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