Entry Level Financial Advisor

Job Number:

00004KFX

Location:

Eugene, OR

Description

Associate Financial Adviser

The Associate Financial Adviser is a support position for all financial advisers.

Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. The associate will participate in client meetings but not in an advice capacity. In addition, this position has limited decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategies

Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations.

Gathering information regarding client finances, organizing electronic case files, preparing reports, letters and other correspondence, and completing special projects as appropriate. Attending client and team meetings as required.

Hourly rate + commission opportunities

Insurance and/or Investment License preferred

Job Requirements & Worksite Info


Additional Information

Pay Rate:

Pay determined upon experience.

Schedule:

Mon-Fri 8am-5pm
40 Hrs/Week

 

Are you interested in this position? Please complete our On-Line Application. Please note that your application will remain on file for 90 days for consideration for any of our open positions that match your qualifications.

If you have completed our on-line application in the last 90 days you can send a letter of interest to the recruiter hiring for this position at eugene@personnelsource.com. Please include a copy of your resume with your email or application.