Associate Advisor

Associate Advisor Tidepool Wealth Strategies Eugene, OR Job Details Permanent | Full-time $52,000 - $75,000 a year 5 hours ago Benefits Paid training Health savings account Health insurance Dental insurance 401(k) Financial planning services Paid time off Parental leave Employee assistance program 401(k) matching Professional development assistance Life insurance Retirement plan Qualifications Customer communication Teamwork Writing skills Data analysis skills Research Series 7 Math Bachelor's degree Portfolio management advisory services Attention to detail Life & Health Insurance License Analytical thinking Full Job Description Job Overview We are seeking a dynamic and detail-oriented Associate Advisor to join our retirement planning team. In this pivotal role, you will support the senior advisor by assisting clients with their retirement planning needs, managing investment portfolios, and ensuring compliance with relevant securities laws. Your enthusiasm for financial concepts and dedication to delivering exceptional customer service will drive your success in helping clients achieve their wealth management goals. This is an exciting opportunity for motivated individuals eager to grow their expertise in the retirement planning areas of cash flow analysis, estate planning, tax planning, risk management nd investment management within a collaborative environment. Qualifications Required Strong written and verbal communication skills Willingness to obtain required securities and insurance licensing (sponsorship available for the right candidate) Comfortable working with client management or scheduling software (think Salesforce, Epic, or similar tools used in service-oriented roles) Four-year degree in any field Preferred , not required: Series 6, 7, 65, or 66 license already active Life and Health insurance license already active Background in a relationship-driven field (healthcare, education, hospitality, social work, ministry, coaching, or similar) What we're actually looking for: → Someone who listens more than they talk → Someone who takes ownership and doesn't wait to be told what to do next → Someone who seeking a career, not a job Duties Assist senior advisors in developing comprehensive financial plans tailored to client needs, including estate planning, tax strategies, and investment management. Conduct research on financial products, securities law regulations, and market trends to inform client recommendations. Support client onboarding by gathering necessary documentation and maintaining accurate records within customer relationship management systems. Help prepare financial analysis reports, cash flow projections, and portfolio performance summaries. Participate in client meetings to address inquiries, explain financial concepts clearly, and promote appropriate financial services. Contribute to team efforts by staying updated on industry regulations such as securities law and technical accounting standards. Ability to connect and network with business owners, community members and industry professionals. Skills Strong understanding of estate planning, wills, trusts & estate law, and tax experience. Proficiency in financial analysis, investment management, and portfolio management principles. Knowledge of securities law, financial software applications, and research tools used in financial services. Excellent math skills with the ability to interpret complex financial data accurately. Experience with customer relationship management (CRM) and integrated software systems. Ability to communicate technical concepts clearly to clients and team members. Demonstrated interest or background in sales, wealth management, asset management, or service-oriented background in healthcare or insurance industries is a plus. Join us if you're passionate about helping clients plan and venture through one of the most important stages of their life! This role offers a vibrant environment where tje right combination of analytical skills, enthusiasm, and strategic imagination can truly flourish as you develop your career in a supportive team dedicated to excellence in retirement planning.

Pay:

$52,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Financial planning services Health insurance Health savings account Life insurance Paid time off Paid training Parental leave Professional development assistance Retirement plan

Work Location:

In person