Financial Advising Associate

Employer
Barker Wealth Management, LLC
Location
Portland, Oregon
Salary
$30-$35/hr. DOE
Closing date
Jun 19, 2022

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Job Role
Paraplanner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Company Overview:

Barker Wealth Management, LLC is a Registered Investment Adviser firm in the States of Oregon and Washington. Our company was founded for one purpose: Helping our clients make the best possible financial decisions. We do this through a specific process of detailed financial planning, careful investment management and regular review meetings. We partner with industry leaders in technology and research to develop strategies to achieve goals in a cost effective and tax efficient manner. The firm is owned by Scott Barker who has been in the industry for more than 25 years, starting BWM in 2015. You can learn more about the firm on our website: https://www.barkerwealthmanagement.com/

Position Overview:

The Financial Advising Associate works directly with the Wealth Advisor to assist with client service activities, portfolio management and financial planning needs of clients. This role is a key member of the service team for all clients. The ideal candidate is organized, a good time manager, shows accountability, is proactive, and passionate about delivering exceptional service to clients. This position allows for a flexible work from home schedule with one or two days a week spent in-office.

  • Essential Job Functions:

This position is responsible for, but not limited to the following:

  • Maintaining proactive client contact and providing on-going client service.
  • Assisting with creation of financial plans in MoneyGuidePro.
  • Assisting with creation and implementation of client portfolios using client’s risk tolerance, time horizon, asset location and other parameters.
  • Conducting quarterly processes as maintained by the firm and as required by regulatory authorities.
  • Acting as the primary liaison between the firm and its custodian, Charles Schwab.
  • Assisting with analysis, rebalancing, and administration of client investment portfolios.
  • Conducting investment research, reporting, and analysis as needed.
  • On-boarding of clients in accordance with firm procedures.
  • Organizes COI outreach and firm marketing endeavors.

Position Requirements:

  • College degree preferred (BA/BS/Masters/MBA)
  • Experience in the financial services industry is preferred
  • Proficiency with Microsoft Office Suite
  • Great time management and organizational skills
  • Ability to learn new systems quickly
  • Ability to obtain Series 65 within 90 days of hire

Compensation:

The pay range for the Financial Planning Associate role is $30-35/hr. In addition, the associate will receive 14 days of PTO and all major holidays off.

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