Certified Financial Planner
Boly:Welch - Portland, OR

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From their downtown office overlooking the Willamette, this small financial planning firm sets themselves apart by offering personalized service to high net worth foundations, families, and individuals. We’re recruiting for an experienced professional to join their team as a Certified Financial Planner. You’ll be responsible for growing the book of business, maintaining and enhancing current client relationships, and providing financial advice. This is an amazing opportunity for somebody looking to get in on the ground floor of a growing investment management and trust service business.

To be considered for this position, you’ll need more than just great financial advisory experience; strong customer care skills are crucial. The ability to understanding clients’ needs, maintain and build client relationships, and embrace client confidentiality is what will make you stand out. You’ll need to thrive in a small, team-oriented environment as well, and be able to manage multiple responsibilities in a fast-paced deadline-driven work environment. In return, you’ll receive competitive compensation from a business that truly values personal and professional development. If this sounds like the perfect position for you, contact Boly: Welch today!

Boly - 10 months ago - save job - - block
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