Salary: $90K+ Industry: Financial Services
What Matters Most:
- 3+ years of relevant experience
- Proficiency in MS Office required
- Bachelor’s degree required
- CFP required
Your New Role:
Dynamic challenges and opportunities await you in this CFP Client Services role at a premier financial services firm. This group has an unparalleled reputation within Portland’s finance industry because the whole team buys in to the mission and loves what they do. They don’t believe in a cookie-cutter approach – every client is unique and their portfolios are designed with that mantra in mind. You’ll take up a non-selling role that offers financial planning as part of larger, white glove services. We’re looking for someone who thrives on building new relationships and has super strong knowledge of the industry. Your empathy, poise, and positive energy will be a unique value-add that’s sure to set you apart!
Your New Organization:
Here you’ll find plenty of resources to help you meet clients’ needs and surpass their expectations. The partners are committed to supporting their employees by whatever means necessary. Paid parking and a generous bonus plan are just a few of the perks you can expect to receive with your successful hire!
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Category: Financial Services