What are the responsibilities and job description for the Financial Planner position at Deschutes Investment Consulting?

Opportunity Summary

We are adding a financial planner to our very experienced team. We hire smart, self-motivated, personable people who have a passion for helping our clients invest and plan for their future. This position will primarily work with individual clients, but there will be many opportunities to work with and learn from other areas of the firm. The ideal candidate is someone seeking opportunities to expand their skills by working with a high-performing team.

Deschutes Investment Consulting is an independent SEC Registered Investment Advisory firm founded in 1997. The firm specializes in corporate retirement plan consulting, wealth management, and financial planning.

Our advisors are fee-only fiduciaries and therefore are not compensated on product sales or commissions. This is a salary position, which includes an annual bonus based on individual and team success. The position is located in our downtown Portland, Oregon office. In office hours Monday-Thursday and the option to work from home on Fridays.

A minimum of 3 years experience in the financial services industry. CFP® or CFP® Candidate preferred. Experience using eMoney, Orion and Charles Schwab a plus.

Deschutes offers a competitive compensation and benefit package that includes :

Health insurance
401k plan
Base salary
Bonus based on individual & team success
Continuing education and training

POSITION SUMMARY

Financial Planner – This position will work with the Wealth Management Team in all aspects of the business from new client onboarding, relationship management, planning, trading and routine client service. The ideal candidate will have a desire to grow with the company.

ESSENTIAL DUTIES

Client Service

Set up new financial plans and work directly with Senior Financial Planners on large complex financial plans.

Support Service Manager in taking care of ongoing client service requests, new account onboarding, and performance reporting.

Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow-up tasks etc.

Periodically, hold client review meetings for house accounts.

Record all client contact and activity into contact management system and participate in weekly team meetings.

Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects.

Become knowledgeable and keep up to date on key systems including Charles Schwab, eMoney, Orion, Wealthbox, and other programs.

Maintain investment research and resource files and participate in quarterly calls with our Chief Investment Officer.

Support other members of the Deschutes team as needed.

Professional & Educational Development

Deschutes is supportive of team members pursuing additional designations and education.

Team members are required to satisfy continuing education requirements and to attend one company-sponsored educational conference per year which may require overnight travel.

REQUIRED EXPERIENCE AND SKILLS

Education and Work Experience

Undergraduate Degree

Series 65

Current CFP® or working toward CFP® certification preferred.

Proficient with Microsoft Office

Essential Skills

Must have exceptional client service skills.

Strong communication, organization, and time management skills.

Self-motivated and enjoys being a part of a collaborative team

Professionalism, commitment to confidentiality, and diplomacy.

Benefits and / or investment experience a plus.

Job Type : Full-time

Benefits :

401(k)

Dental Insurance

Flexible schedule

Health insurance

Paid time off

Retirement plan

Vision insurance

Compensation Package :

Bonus opportunities

Schedule :

Monday to Friday

Ability to Relocate :

Portland, OR 97201 : Relocate before starting work (Required)

Work Location : In person

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