Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We have a dynamic small-office environment (8 employees) that requires us to step up and help outside of our job titles. We have a knack for detailed work and a desire to create a welcoming space for our clients. We enjoy working together, but we also like to have fun together. Most importantly, we are all passionate about helping people reach their financial goals and supporting a collaborative team environment.
This Financial Advisor position would be an excellent fit for a financial planning-oriented CFP with 2-5 years of experience who wants to be the relationship manager for a set of Silver Oak clients.
Duties and Responsibilities
- Foster client relationships, including regular meetings, periodic reports and annual reviews
- Update, review and present financial plans
- Manage client investment portfolios, including investment selection, rebalancing and maintenance
- Review client tax returns and complete annual tax planning
- Proactively assist clients with other financial planning topics, including charitable giving, cash flow, employee benefits, insurance, estate planning and retirement planning
- Help facilitate hourly and planning project engagements
- Build/maintain relationships with centers of influence (attorneys, CPAs, etc.)
Minimum Qualifications
- Bachelor’s degree with 3-5 years financial industry experience
- CFP, or demonstrated progress toward the CFP
- Experience with financial planning software (MoneyGuidePro or similar)
- Experience working with clients on comprehensive personal financial planning topics, including retirement planning, employee benefits, insurance, investing, asset allocation, estate planning, income tax and executive compensation
- Strong proficiency with G Suite and Microsoft Office applications
- Professional communication skills, both written and verbal
- Detail-oriented, accurate, organized and able to set priorities in managing projects
- Ability to thrive in a collaborative, in-person, small-office environment
Preferred Qualifications
- Experience with processes and procedures at Schwab Institutional or similar
- Experience with trading on Schwab Institutional platform or similar
- Familiarity with concepts of portfolio design and diversification with a focus on using Vanguard and Dimensional Fund Advisor investments
Salary depends on experience and will be based on a national average salary of $85,000-$100,000 per year. After meeting eligibility requirements, other benefits include an optional work from home day on Fridays, group health, dental and vision insurance plan, life and disability insurance, 401(k) plan with profit share, subsidized parking or mass-transit pass, an annual contribution toward continuing education, and annual contributions to charitable organizations of your choice and a charitable giving match. Our self-managed time off and wellness stipend policy allows employees to support and nurture both their work and personal lives.
Interested applicants should send their resumes with a cover letter via email to newhire@silveroak.net. Please include a paragraph in your cover letter about how financial planning can positively impact clients’ lives. Silver Oak is an Equal Opportunity Employer, a drug-free workplace and complies with ADA regulations as applicable. We encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans and LGBTQIA2+ community members. All employees must pass a criminal background check.
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