$70,000 – $90,000Full TimeEN
Description
We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.
The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success.
Why Aldrich Wealth
Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.
At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Check out more about Aldrich at https://wealthadvisors.com/.
Requirements
You'll Get a Chance To
What You Bring to the Team
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $70,000-$90,000 annual salary.
For a full summary of our benefit offerings, check out Life at Aldrich here.
What You Should Know
This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
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