Financial Planner

Sanctuary Wealth Group LLC•Bend, OR

9d•$70,000 - $95,000

About The Position

Financial Planner – This position will work with the Wealth Management Team in all aspects of the business from new client on-boarding, relationship management, planning, trading and routine client service. The ideal candidate will have a desire to grow with the company.

Requirements

Undergraduate Degree
Series 65
Current CFP® or working toward CFP® certification preferred.
Proficient with Microsoft Office
Ability to multitask and manage time wisely.
Works well independently and within a team.
Strong communication and organizational skills.
Commitment to confidentiality and diplomacy.

Nice To Haves

CFP® or CFP® Candidate preferred.
Experience using Fidelity or Charles Schwab platforms preferred.
Experience with other systems including eMoney, Orion and Wealthbox a plus.

Responsibilities

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.