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Wealth Management Advisor

2 months ago

Portland, Oregon, United States The Ladders Full time
Position Overview

The Ladders is collaborating with a prominent financial services firm to deliver outstanding client experiences and develop successful investment strategies. Our commitment lies in assisting clients in making informed financial decisions while maintaining a high standard of service and a collaborative team environment. We focus on personalized, goals-oriented planning to meet the unique needs of our clients, contributing to our continuous growth and success.

Key Responsibilities
  • Establish and nurture relationships with both new and existing clients in financial planning and investment.
  • Evaluate clients' immediate and long-term investment requirements.
  • Provide expert advice on investment strategies and financial decisions.
  • Create and present tailored financial product recommendations.
  • Monitor and communicate portfolio performance to clients.
  • Develop and revise financial plans according to client circumstances.
  • Enhance referral networks within and outside the financial sector.
  • Implement best practices and systematic processes using industry analytics and strategic planning tools.
  • Engage in local networking groups and presentation opportunities as appropriate.
  • Proactively promote additional financial products and services aligned with organizational goals.
  • Stay informed on industry trends, regulations, and product offerings.
  • Complete necessary continuing education and maintain all required licenses.
  • Adhere to all regulations established by relevant financial authorities.
Required Knowledge, Skills, and Abilities:
  • Proven experience in developing comprehensive financial strategies and recommending solutions.
  • Thorough understanding of investment products and financial planning services.
  • Familiarity with financial planning software.
  • Exceptional written, verbal, and presentation skills.
  • Strong technological proficiency and computer skills.
  • Results-driven with a strong work ethic and goal orientation.
  • Ability to present confidently and establish credibility with clients.
  • Excellent analytical and critical thinking abilities.
  • A collaborative team player with a track record of building productive relationships.
  • Strong organizational skills to manage multiple high-priority tasks.
Qualifications

Mandatory:
  • FINRA Series 7 and 65 or 66 licenses.
  • State Life & Health Insurance license.
  • At least three years of experience in financial services.
  • Successful completion of background checks.
  • Valid driver's license.
Preferred:
  • Bachelor's degree in a business-related field.
  • Professional certifications such as CFP or CRPC.
  • Experience in a banking or credit union environment.


The Ladders is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

Additional Information
  • Job Family: Wealth Management
  • Job Function: Investment Advisory
  • Pay Type: Hourly