Allium Financial Advisors, LLC · 17 hours ago
Associate Financial Advisor
Lake Oswego, OR
Full-time
Onsite
Mid Level
3+ years expAllium Financial Advisors, LLC is seeking an Associate Financial Advisor to support their clients by preparing financial plans and leading plan implementation. This role involves developing investment recommendations, managing client portfolios, and participating in client meetings to ensure effective communication and service delivery.
FinanceFinancial ServicesWealth Management
Responsibilities
Supports Financial Advisors in client relationship management and service
Develops financial plans and planning strategies in collaboration with Financial Advisors
Drives the client engagement process, anticipating and leading preparation for meetings, articulating recommendations, and leading the implementation of planning action items
Assists in the management of client portfolios under the guidance of the Investment Committee and lead Financial Advisor, such as placing trades, rebalancing, raising cash, etc
Supports business development efforts
Participates in and eventually leads the client meeting process, anticipates client needs, updates financial plans, evaluates portfolio performance, and suggests potential agenda items
Attends client meetings, delivers updates on financial and investment plans, articulates recommended actions, and follows up with the client on any recommended action items relating to the client's financial or investment plan, including any alternative investment fundings
Performs asset allocation analysis on new/prospective client portfolios and researches existing investments as needed
Works with new clients to document the discovery process and initiate financial plan design, prepare financial plan scenario analysis, and develop preliminary recommendations
Creates custom analysis of financial decisions to support responses to client questions and changing life circumstances
Supports Allium’s business development efforts, contributing to content development and helping to plan and execute follow-up related to client events and educational programs
Partners with Client Service Associates to ensure cash movement, account updates, and other implementation tasks are completed in a timely and accurate manner
Trains and mentors Associate Financial Advisors as needed
Reviews quarterly performance reports and invoicing
Maintains punctual, regular, and predictable attendance
Works collaboratively in a team environment with a spirit of cooperation
Performs other duties as assigned
Qualification
Required
A bachelor's degree is required for this role
This position requires a minimum of three years of related experience
CFP® Certification is required
Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employees or others
Analytical Skills: The ability to analyze data, information, and situations to draw conclusions and make recommendations
Attention to Detail: The ability to pay close attention to accuracy and precision in work tasks
Communication: The ability to effectively convey information and ideas through written, verbal, and non-verbal means
Compliance: The understanding and adherence to laws, regulations, policies, and procedures relevant to the job or industry
Customer Service: The ability to provide excellent service and meet the needs of customers or clients
Decision Making: The ability to make informed and timely decisions based on available information and critical thinking
Planning and Organizing: The ability to develop and implement plans, set priorities, and manage resources to achieve goals
Relationship Building: The ability to establish and maintain positive relationships with colleagues, clients, and stakeholders
Team Oriented: The ability to collaborate with others and work effectively in a team environment
Technical Expertise: The possession of specialized knowledge and skills related to a particular field or industry
Time Management: The ability to effectively manage one's time and prioritize tasks to meet deadlines and achieve goals
Preferred
Series 65, 66, strongly preferred
Benefits
Health, vision and dental insurance with HSA and FSA options
Long Term and Short Term Disability, Life and AD&D Insurance
Two Employee Assistance Plans
401k contribution
Technology Allowance
13 Paid Holiday plus Generous Paid Time Off
Company
Allium Financial Advisors, LLC
Welcome to a firm where your personal values, life goals and gifting aspirations are at the center of our services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Thompson
Chief Investment Officer, Senior Investment Advisor
Recent News
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