Multnomah Group, Inc.
Join to apply for the
Financial Planner
role at
Multnomah Group, Inc. 1 day ago Be among the first 25 applicants Join to apply for the
Financial Planner
role at
Multnomah Group, Inc. Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants. Description
Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
Coordinate scheduling and follow-up with employer-sponsored retirement plan clients Develop presentations on relevant financial planning topics Travel to clients to provide an on-site presentation Track engagement at meetings and document within internal systems
Manage the ongoing participant education webinar series “Retirement Pathways”
Develop presentations on relevant financial planning topics Schedule twice monthly webinars on a rotating set of financial and retirement planning topics Develop and distribute invitations to clients for the upcoming webinars Present the webinars on a twice-monthly basis
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
Coordinate the workflow to schedule one-on-one meetings with participants Meet with participants to answer their general investment and financial planning questions. Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed Gather data and prepare the retirement projections and/or financial plans Advise participants on appropriate investment allocations for their retirement plan account Log all participant interactions in the firm’s CRM Follow up with participants that you have met with previously to update their financial plan
Manage the various constituents involved in Multnomah Group’s Participant Services offering
Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients
Requirements
Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation FINRA Series 65 3+ years of financial planning experience Travel required Highly responsive and client service-oriented Demonstrated ability to communicate professionally with clients Strong interpersonal aptitude Experience with financial planning software
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Multnomah Group, Inc. by 2x Sign in to set job alerts for “Financial Planner” roles.
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Financial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
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Financial Planner
role at
Multnomah Group, Inc. 1 day ago Be among the first 25 applicants Join to apply for the
Financial Planner
role at
Multnomah Group, Inc. Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants. Description
Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
Coordinate scheduling and follow-up with employer-sponsored retirement plan clients Develop presentations on relevant financial planning topics Travel to clients to provide an on-site presentation Track engagement at meetings and document within internal systems
Manage the ongoing participant education webinar series “Retirement Pathways”
Develop presentations on relevant financial planning topics Schedule twice monthly webinars on a rotating set of financial and retirement planning topics Develop and distribute invitations to clients for the upcoming webinars Present the webinars on a twice-monthly basis
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
Coordinate the workflow to schedule one-on-one meetings with participants Meet with participants to answer their general investment and financial planning questions. Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed Gather data and prepare the retirement projections and/or financial plans Advise participants on appropriate investment allocations for their retirement plan account Log all participant interactions in the firm’s CRM Follow up with participants that you have met with previously to update their financial plan
Manage the various constituents involved in Multnomah Group’s Participant Services offering
Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients
Requirements
Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation FINRA Series 65 3+ years of financial planning experience Travel required Highly responsive and client service-oriented Demonstrated ability to communicate professionally with clients Strong interpersonal aptitude Experience with financial planning software
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Multnomah Group, Inc. by 2x Sign in to set job alerts for “Financial Planner” roles.
Portland, OR $75,000.00-$90,000.00 2 weeks ago Portland, Oregon Metropolitan Area 5 days ago Portland, OR $80,250.00-$117,750.00 2 weeks ago Portland, Oregon Metropolitan Area 2 weeks ago Portland, OR $55,000.00-$83,000.00 1 month ago VP, Financial Consultant - Beaverton, OR
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
VP, Financial Consultant - Beaverton, OR
Lake Oswego, OR $60,000.00-$125,000.00 3 weeks ago Portland, Oregon Metropolitan Area $30.12-$35.12 3 weeks ago Financial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
Financial Solutions Advisor--Consumer Investments--Portland Metro Area
Portland, OR $70,000.00-$80,000.00 4 days ago Financial Solutions Advisor--Consumer Investments--Portland Metro Area
Portland, OR $70,000.00-$80,000.00 4 days ago Portland, OR $100,000.00-$250,000.00 1 month ago Portland, Oregon Metropolitan Area $80,000.00-$150,000.00 2 weeks ago Portland, Oregon Metropolitan Area 3 days ago Financial Solutions Advisor--Consumer Investments--Portland Metro Area
Beaverton, OR $70,000.00-$80,000.00 4 days ago Financial Solutions Advisor--Consumer Investments--Portland Metro Area
Financial Solutions Advisor--Consumer Investments--Portland Metro Area
Financial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
Financial Solutions Advisor Stage I Consumer Investments -Willamette Valley Area
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr