Motus Recruiting and Staffing, Inc. · 1 day ago
Financial Advisor – Wealth Management (Hybrid in Portland, OR)
Portland, OR
Full-time
Hybrid
Mid Level
$95K/yr - $120K/yr
3+ years expMotus Recruiting and Staffing is seeking a Financial Advisor to join a leading wealth management firm in the Pacific Northwest. This role involves providing high-quality financial advice, developing financial plans, and managing client relationships in a supportive, mission-driven environment that emphasizes growth and work/life balance.
Human ResourcesInformation Technology
Responsibilities
Perform daily trading, rebalancing & portfolio analysis
Analyze client data within a financial planning context
Develop financial plans with scenarios and recommendations
Prepare investment policy statements and client presentations
Meet with clients, prospects, and other professionals
Facilitate client meetings and communications
Perform investment & wealth management research projects
Perform other duties as assigned by client service team
Qualification
Required
Bachelor's Degree required
Minimum 3-5 years of business experience
Direct experience within the financial services industry and ideally in a client-facing role
Prior experience with Customer Relationship Management systems (such as Tamarac, Salesforce, Zoho, Microsoft Dynamics 365)
Prior experience with Financial Planning Software (such as RightCapital, Asset-Map, Orion Planning)
Proficient with computers and software packages, particularly Microsoft Office
Valid Driver's License required
Preferred
CFP is highly preferred
CFA or MBA credentials are also valued
Bachelor's (Preferred)
CRM software: 1 year (Preferred)
Financial planning software: 1 year (Preferred)
Benefits
Health, dental, and vision insurance
Long-term disability coverage
401(k)
401(k) matching
Paid time off
Company
Motus Recruiting and Staffing, Inc.
Founded in 2006, Motus Recruiting is an award-winning firm in the Pacific Northwest specializing in accounting and finance, professional services, technology solutions, and executive search.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Orlando Williams
Chief Executive Officer
Recent News
Company data provided by crunchbase