Financial Planner/Associate Advisor
Bend, Deschutes County, Oregon, 97707, USA
Listed on 2026-01-24
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Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Description
Title: Financial Planner/Associate Advisor– Deschutes Investment Consulting LLC
Reports to: Practice Leader
Benefits: Healthcare, 401(k) Plan, Vacation/Sick
Status: Full-time/Exempt
Are you ready to join our highly successful wealth management team in our Bend Oregon Office! We hire smart, self-motivated, personable people who have a passion for helping our clients plan for their future. We value every member of our team and have built a culture that values everyone’s ideas. This position will primarily work with individual investment and planning clients, but there will be many opportunities to work with and learn from other areas of the firm.
The ideal candidate is someone seeking opportunities to expand their skills by working with a high performing team.
Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory firm with $2.7 Billion of assets under management. The firm specializes in retirement plan consulting, wealth management and financial planning.
Our advisors are fee-only fiduciaries and therefore are not compensated on product sales or commissions. This is a salary position which includes an annual bonus based on individual and team success. The position is located in our Bend, Oregon office. Training and some meetings may require travel. In office hours Monday-Thursday and the option to work from home on Fridays.
A minimum of 3 years’ experience in the financial services
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