One of Southern Oregon's premier wealth management firms is looking for a team member with a passion for developing financial plans for individuals. Candidates must be comfortable servicing smaller clients by themselves and be equally comfortable delivering plans alongside another team member for larger relationships. The role is primarily financial planning and client relationship management, however, everyone at the firm has an expectation of business development. The firm is willing to invest into additional financial planning tools to match the skillset of the ideal candidate, although we currently provide a robust offering to those clients we serve.
Licensing is required. Limited travel will be required of this position. We offer attractive salaries, discretionary 401k profit share, employee continuing education support, health benefits, and flexible work hours.
Submit your resume and letter of interest directly to Brenda@personnelsource.com- Subject line "Financial Planner"
Job Requirements & Worksite Info
Pay determined upon experience.
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 email@example.com. Please include a copy of your resume with your email or application.