What are the responsibilities and job description for the Financial Advisor position at Black Diamond Financial, LLC?
Lead Financial Advisor Job Description – Bend Office
Black Diamond Financial, LLC is a private wealth management firm managing over $1 billion on behalf of clients with a unique and holistic focus on preserving and enhancing wealth.
We are seeking to add a Lead Financial Advisor to our Bend, Oregon office. The Lead Financial Advisor is an important position within the firm. This position will work closely with the executive team including the firm’s founder, Matt Goette, on business development, team management and supervision, investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to equity ownership in the firm.
Key responsibilities include, but are not limited to, the following :
- Lead advisor experience managing client portfolios including implementation, rebalancing, reinvestment of investment proceeds, loss harvesting, cash activity and trade execution
- Significant client generation experience and established track record
- Strong leadership, team management and communication skills with internal and external audiences
- Understanding our public markets investing philosophy and articulating it to clients and prospects
- Understanding our alternatives investing philosophy and articulating it to clients and prospects
- Ongoing interaction and relationship building with attorneys, accountants, consultants, bankers, and other service providers
- Qualifications include being a registered Investment Adviser Representative (IAR), which include either holding the designation of CFA, CFP, or CPA / PFS or passing the Series 65 or 66 exams
Required Background :
Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has 9 plus years of experience and will have passed the CFP exam.
Other Required Qualifications :
The ideal candidate will bring to the role extensive lead advisor experience, financial knowledge, a team-oriented approach and a strong work ethic. Other success attributes candidates should possess are :
Firm Overview
Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, return optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.