Join our highly successful wealth management team in our Bend Oregon Office! We hire smart, self-motivated, personable people who have a passion for helping our clients plan for their future.
Requirements
- Set up new financial plans and work directly with Senior Financial Planner on large complex financial plans.
- Support Service Manager in taking care of on-going client service requests, new account on-boarding and performance reporting.
- Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow up tasks etc.
- Record all client contact and activity into contact management system and participate in weekly team meetings.
- Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects.
- Become knowledgeable and keep up to date on key systems.
- Periodic trading and rebalancing of client accounts as directed by lead advisors.
- Support other members of the Deschutes team as needed.
Benefits
- Healthcare
- 401(k) Plan
- Vacation/Sick
