Associate Financial Advisor

Price Financial Group is committed to empowering clients to make informed financial decisions for their present and future. Our tailored financial strategies help individuals and families bridge the gap between their current situation and future goals, focusing on areas like income planning, tax planning, investment management, and legacy planning. We strive to deliver exceptional value by offering customized solutions while maintaining competitive costs.

With several locations in the Portland area we are dedicated to helping clients maximize their financial potential with personalized service and guidance.

This is a full-time on-site role based in Tigard, OR, for an Associate Financial Advisor. We seek a motivated advisor with at least 4 years of experience. The ideal candidate is skilled in financial planning, portfolio construction, and tax strategies, and is ready to help clients reach their long-term goals. A collaborative attitude, technological proficiency and strong communication skills are musts.

The Associate Financial Advisor will support senior advisors as well as manage and grow their own client relationships. Day-to-day responsibilities include maintaining strong client relationships, conducting financial analyses, preparing client reports, assisting with retirement and investment planning and portfolio allocation. The role also involves staying updated on financial market trends and compliance requirements to ensure optimal client outcomes. Travel between offices will be required.

• Strong foundation in Financial, Retirement and Tax Planning
• Prior experience in financial services or wealth management is required
• Experience as a Financial Advisor, including client engagement, reviews and strategy recommendations
• Strong analytical, communication, technological and interpersonal skills
• Proficiency with financial planning software
• Bachelor's degree in Finance, Accounting, Business, Economics, or related field preferred
• Certified Financial Planner (CFP®) designation, ChFC® or progress toward obtaining preferred
• Life insurance license required
• Current/valid Series 65 (or Series 7 with Series 66), and ability to register as an IAR

• Competitive base salary plus performance bonuses based on revenue generated
• Full benefits including 401(k) match, PTO and employee health insurance
• Collaborative team environment

Investment advisory services offered through PFGWM, Inc., an SEC Registered Investment Advisor.

PFGWM, Inc. is a wholly owned subsidiary of Price Financial Group, Inc.