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Associate Wealth Advisor
3 weeks ago
Buckingham Strategic Wealth Portland, United StatesJob Description · Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care fo ...
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Associate Wealth Advisor
1 week ago
Buckingham Strategic Wealth Portland, United StatesJob Description · Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care fo ...
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Associate Wealth Advisor
1 week ago
Buckingham Strategic Wealth Portland, United StatesJob Description · Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care fo ...
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Associate Wealth Advisor
3 weeks ago
BUCKINGHAM STRATEGIC WEALTH LLC Portland, United StatesJob Description · Job DescriptionThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client re ...
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Associate Wealth Advisor
1 week ago
BUCKINGHAM STRATEGIC WEALTH LLC Portland, United StatesJob Description · Job DescriptionThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors based in Portland to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to ...
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Associate Wealth Advisor
3 weeks ago
BUCKINGHAM STRATEGIC WEALTH LLC Portland, United StatesJob Description · Job DescriptionThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client re ...
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Experienced Wealth Management Advisor
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Investment Consultant
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Fidelity Investments Portland, United States**Investment Consultant**: · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicat ...
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Financial Advisor
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Magellan Financial & Insurance Services, Inc. Portland, United StatesElite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax ) is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...
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Merrill Team Financial Advisor
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Bank of America Portland, United StatesMerrill Team Financial Advisor page is loaded · Merrill Team Financial Advisor · Apply · locations · Portland · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · Merrill Wealth Management is a leading provider of comprehensiv ...
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Portfolio Manager
1 week ago
S Piper Staffing LLC Portland, United StatesTitle: Portfolio Manager · Job Type: Full-time / Perm / Fully On-site · Locations: · Portland, OR · Seattle, WA · Bellevue, WA · Compensation: · Competitive Salary – Base Salary Range: $175k - $215k/annually, depending on experience. · Opportunities to participate in client asset ...
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Portfolio Manager
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S Piper Staffing LLC Portland, United StatesTitle: Portfolio Manager · Job Type: · Full-time / Perm / Fully On-site · Locations: · Portland, OR · Seattle, WA · Bellevue, WA · Compensation: · Competitive Salary – Base Salary Range: $175k - $215k/annually, depending on experience. · Opportunities to participate in clie ...
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Portfolio Manager
1 week ago
S Piper Staffing LLC Portland, United StatesTitle: Portfolio Manager · Job Type: Full-time / Perm / Fully On-site · Locations: · Portland, OR · Seattle, WA · Bellevue, WA · Compensation: · Competitive Salary Base Salary Range: $175k - $215k/annually, depending on experience. · Opportunities to participate in client ...
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Portfolio Manager
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S Piper Staffing LLC Portland, United StatesTitle: Portfolio Manager · Job Type: Full-time / Perm / Fully On-site · Locations: · Portland, OR · Seattle, WA · Bellevue, WA · Compensation: · Competitive Salary Base Salary Range: $175k - $215k/annually, depending on experience. · Opportunities to participate in client ...
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Investment Sales Assistant
3 weeks ago
Atria Wealth Solutions Portland, United StatesAdvantis Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking an Investment Sales Assistant in the Portland, OR area. · Under general supervision but following established procedures, the Investment Sales Assistant is responsible for workin ...
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Portfolio Manager
1 week ago
Empirical Wealth Management Portland, United StatesEmpirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments + ...
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Enterprise Account Executive
1 week ago
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Client Service Associate
1 week ago
Stifel Portland, United StatesSummary · Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, ...
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Senior Financial Advisor
1 week ago
Paulson Investment Company, LLC Portland, United StatesMust be Fully licensed: FINRA Series 7/63 & 65 or 66 · Paulson Investment Company, LLC is looking for experienced financial advisors to join our growing team in the Portland area. Successful candidates will have an existing book of business, proven track record of long-term advi ...
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Wealth Planner
2 weeks ago
The Partners Group Portland, United StatesJob Type · Full-time · Description · Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. · TPG's success is driven by a culture that values partnerships. We're l ...
Associate Wealth Advisor - Portland, United States - Buckingham Strategic Wealth
Description
Job DescriptionJob Description
The
Associate Wealth Advisor
is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.
This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations.
In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
We are open to local candidates in Portland or Denver offering a hybrid working schedule.Essential Job Duties and Responsibilities
Develops a mastery of Buckingham's evidence-based investment philosophy.
Resource for other AWAs at Buckingham.
Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.
Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
Ability to independently lead client communications and interactions.
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Determine asset allocation based on clients' needs, willingness & ability to take risk.
Diligent recording of client communication and information within client relationship management platform.
Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
Engages in business planning efforts and actively supports the firm's strategic priorities.Ability to meet with clients in person. Some travel may be required.
Basic Qualifications
Bachelor's Degree
2+ years of direct client-facing experience (financial services experience a plus) or relevant financial planning degree
Series 65 required
Strong interpersonal communication skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Clean U4
CFP, CFA or CPA/ PFS preferred
Buckingham's Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package.
Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies.
We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners.
For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts.
For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.
Buckingham employs more than 600 associates in over 50 office locations nationwide.Buckingham Wealth Partners is an Equal Opportunity Employer.
We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success.
All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.
Buckingham's Awards & AccoladesTop Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top RIA Firms, Forbes, 2022
Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
Top Registered Investment Advisers, Financial Times, 2020, 2019
Top Grower in Missouri in 2022, Citywire RIA
No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List
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