Price Financial Group · 2 days ago
Associate Financial Advisor
Tigard, OR
Full-time
Onsite
Mid Level
4+ years expPrice Financial Group is committed to empowering clients to make informed financial decisions for their present and future. The Associate Financial Advisor will support senior advisors and manage their own client relationships, focusing on financial planning, portfolio construction, and tax strategies.
Investment Management
Responsibilities
Maintaining strong client relationships
Conducting financial analyses
Preparing client reports
Assisting with retirement and investment planning
Portfolio allocation
Staying updated on financial market trends and compliance requirements to ensure optimal client outcomes
Travel between offices will be required
Qualification
Required
Strong foundation in Financial, Retirement and Tax Planning
Prior experience in financial services or wealth management is required
Experience as a Financial Advisor, including client engagement, reviews and strategy recommendations
Strong analytical, communication, technological and interpersonal skills
Proficiency with financial planning software
Life insurance license required
Current/valid Series 65 (or Series 7 with Series 66), and ability to register as an IAR
Preferred
Bachelor's degree in Finance, Accounting, Business, Economics, or related field preferred
Certified Financial Planner (CFP®) designation, ChFC® or progress toward obtaining preferred
Benefits
401(k) match
PTO
Employee health insurance
Professional development support
Collaborative team environment
Company
Price Financial Group
It is our belief that confidence in retirement only comes from knowing that you’re making the best possible decisions for you and your loved ones.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bo Caldwell, CFP® ChFC®
CEO, Wealth Manager
Matt Mai
Chief Investment Officer, Wealth Manager
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