Financial Planning Expert

4 days ago


Portland, Oregon, United States Transcend Practice Management Full time
Job Overview

We are a Maine-based wealth management firm managing over $500M in client assets. We pride ourselves on our client-centric approach, employing a combination of investment management and legacy wealth strategies to craft truly individualized financial plans.

We are seeking an experienced Financial Planning Expert to join our team. As part of a larger team, you will combine your experience with ours to provide a world-class experience for our valued clients.

Responsibilities
  • Manage existing client relationships and respond to client inquiries and requests.
  • Conduct client reviews and meet with clients to work on financial planning recommendations.
  • Analyze and evaluate financial status, develop and present financial planning recommendations, and implement them.
Requirements
  • Bachelor's degree
  • 5 years of experience in the industry
  • Series 7, 66, and Life and Health license are required
  • Candidates should have excellent oral and written communication skills, attention to detail, and strong problem-solving skills.


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