Financial Advisor Assistant - Bend, OR

Only for registered members Bend, OR , United States

2 weeks ago

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Job summary

We are seeking a detail-oriented and proactive Financial Advisor Assistant to support our team in delivering comprehensive financial services to clients.

This role offers an excellent opportunity for individuals interested in developing a career in financial planning, wealth management, and investment advisory.

The ideal candidate will possess strong analytical skills,a solid understanding of financial concepts,and the ability to manage multiple tasks efficiently within a professional environment,
  • Assist with estate planning,wills,trusts,and estate law documentation
  • Support financial sales initiatives by preparing presentations and client proposals

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