Base salary or wages; may include + compensation, ...
100% onsite
Crm software proficiency
Microsoft suite skills
Financial planning software
Chartwell Investment Partners is seeking an Associate Financial Planner to join their team in Bend, OR. The role involves supporting financial advisors with client management, financial analysis, and compliance tasks in a collaborative and respectful environment
Job Summary
The role involves partnering with Financial Advisors to review client portfolios, understand goals, and conduct detailed financial analysis.
Candidates will be responsible for maintaining CRM records, ensuring compliance with firm policies, and supporting account opening and transfers.
The position offers a benefits package including medical, dental, vision, life insurance, and retirement savings, though eligibility varies by employment status.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking an Associate Financial Planner to join their team in Bend, OR. The role involves supporting financial advisors with client management, financial analysis, and compliance tasks in a collaborative and respectful environment.
Salary
Base salary or wages; may include additional compensation, discretionary bonuses, or commissions; eligible for benefits package