Cairn Investment Group · 1 month ago
Associate Advisor & Relationship Manager
Portland, OR
Full-time
Onsite
Mid Level
$65K/yr - $100K/yr
3+ years expCairn Investment Group is seeking a personable and proactive Associate Advisor to join their team. This on-site position focuses on strengthening client relationships and delivering exceptional service while supporting Senior Advisors to ensure a seamless client experience.
Financial Services
Responsibilities
Build and maintain strong relationships with an assigned group of clients, delivering personalized, high-quality service
Support Senior Advisors/Management by assisting with, and at times executing, steps in the client service process
Participate in client meetings, document action items, and ensure follow-up tasks are completed
Drive client satisfaction, loyalty, and referrals through exceptional service and trusted relationships
Prospect within the existing client base and warm leads to support business development efforts
Work with and collaborate closely with colleagues across portfolio management, operations, and planning to prepare materials and deliver flawless client experiences
Track client interactions and activities in the firm’s CRM system
Stay up to date on industry regulations, market trends, and best practices in wealth management
Ensure compliance with company policies and regulatory requirements
Assist with special projects and firm initiatives that support client retention and growth
Qualification
Required
Bachelor's degree in business, finance, or related field
Active Series 65 license required
Clean U4 record
Minimum 3 years of experience in relationship management or sales within financial services
Solid knowledge of financial planning and investment concepts
Strong written and verbal communication skills
Excellent interpersonal skills with a collaborative, client-first mindset
Highly organized, self-motivated, and committed to delivering results
Must be a strong team player, able to partner effectively with colleagues while also managing responsibilities independently
Proven time management skills with the ability to stay organized and prioritize tasks to meet deadlines
Proficiency in Microsoft Office Suite and CRM platforms
Required to work on-site at our Vancouver, WA office. This position is not remote or hybrid
Preferred
Bachelor's degree in business, finance, or related field (preferred)
CFP® preferred, or commitment to earning the designation within 2–3 years of hire
Benefits
10 Paid Holidays
Generous Paid Time Off (PTO)
Employer-paid health, dental, and vision insurance
SIMPLE IRA with company match
Flexible Spending Accounts (FSAs)
Education reimbursement program
Company charitable donation match
Company
Cairn Investment Group
Cairn Investment Group operates as an independent fee-only registered Investment advisor.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase