Wealth Management Associate

4 days ago

Lake Oswego, Oregon, United States Farther LLC Full time
About Farther LLC

Farther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.

Job Summary

We are seeking a highly skilled Client Experience Associate to join our WealthFactor team. As a key member of our team, you will be responsible for providing exceptional client service, supporting our financial planning process, and ensuring compliance with regulatory requirements.

Key Responsibilities
  • Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians.
  • Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data, and reports.
  • Financial Planning Support: Collaborate with our team of experts and planners, keeping good organized records for our prospects and clients.
  • Client Interaction: Participate in client communications, focusing on understanding the client, their situation, and the actionable items that come out of those interactions.
  • Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings.
  • Compliance: Ensure compliance with regulatory requirements and internal policies.
Requirements
  • 5+ years of experience working for a fee-only independent RIA.
  • 5+ years of experience working with Schwab and/or Fidelity.
  • 5+ years of experience with Black Diamond.
  • Proficiency with G-Suite is required.
  • Bachelor's degree in Finance, Business, or related field (preferred).
  • Certified Financial Planner (CFP) Certification (a plus).
  • Exceptional attention to detail.
  • Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion.
  • Strong electronic and verbal communication skills.
  • Collaborative mindset with the ability to work effectively within a team environment.

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