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NorthCoast Asset Management · 14 hours ago

Associate Wealth Advisor

Portland, OR

Full-time

Hybrid

Entry Level

$110K/yr - $120K/yr

2+ years exp

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. The Associate Wealth Advisor role involves creating personalized wealth advice and strategies in retirement, risk management, tax, estate, and investment planning, while actively participating in the financial planning process and enhancing client relationships.

Financial Services

Responsibilities

Develop, revise, and present financial plans through planning software

Knowledge of tax, estate, and insurance planning

Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy

Create holistic investment strategy for each client, monitor risk tolerance over time as needed

Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc

Mastery of technology stack offered, including CRM system and custodian websites

Resource and collaboration with other Associate Wealth Advisors (AWAs)

Ability to independently lead client communications and interactions

Diligent recording of client communication and information within client relationship management platform

Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service

Complete client billing reviews and ensure compliance for the advisory team

Engage in advisory team business planning efforts and actively support the firm’s strategic priorities

The ability to meet with clients in person. Some travel may be required

Qualification

Series 65 certificationFinancial planning knowledgeInvestment strategy developmentFinancial service experienceAnalytical skillsClient communicationInterpersonal skillsTeam-oriented approachAttention to detail