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Vista Capital Partners · 1 day ago

Advisor

Portland, OR

Full-time

Hybrid

Mid Level

3+ years exp

Vista Capital Partners is a wealth management firm focused on helping clients achieve long-term happiness. The Advisor role involves leading and advising on investment philosophy and financial planning strategies while providing a superior client experience.

Asset ManagementFinanceFinancial Services

No H1B

Hiring Manager

Tana Thomson

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

CFPCFAMBAFinancial planningClient relationship managementMicrosoft OfficeTeam collaboration

Required

Minimum 3-5 years of business experience, preferably in the financial services industry and ideally in a client-facing role

Proficient with computers and software packages, particularly Microsoft Office

Ability to work in the office up to four full days per week during the first six months (or until proficiency in the role is demonstrated). Afterward, a hybrid model of at least three full days per week in the office is required

Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship

Employment is contingent upon successful completion of a background and credit check, conducted in accordance with applicable law. As part of this process, we review information relevant to the responsibilities of the role, including indicators of financial reliability