Cairn Investment Group
Associate Advisor & Relationship Manager (Portland)
Cairn Investment Group, Portland, Oregon, United States, 97204
Associate Advisor/Relationship Manager
Location:
Vancouver, WA
We are seeking a personable, proactive, and detail-oriented
Associate Advisor
to join our team. This
on-site position
based in our Vancouver, WA office ( not remote or hybrid ) focuses on strengthening client relationships, delivering exceptional service to a defined group of clients, and supporting Senior Advisors/Management to ensure a seamless, high-touch client experience.
The ideal candidate is a committed, team-oriented professional who is passionate about helping individuals achieve their financial goals through a structured process that integrates financial planning and investment management. If you thrive in a client-focused, collaborative environment and bring prior experience in financial services, we encourage you to apply.
Key Responsibilities
Build and maintain strong relationships with an assigned group of clients, delivering personalized, high-quality service. Support Senior Advisors/Management by assisting with, and at times executing, steps in the client service process. Participate in client meetings, document action items, and ensure follow-up tasks are completed. Drive client satisfaction, loyalty, and referrals through exceptional service and trusted relationships. Prospect within the existing client base and warm leads to support business development efforts. Work with and collaborate closely with colleague s
across portfolio management, operations, and planning to prepare materials and deliver flawless client experiences. Track client interactions and activities in the firms CRM system. Stay up to date on industry regulations, market trends, and best practices in wealth management. Ensure compliance with company policies and regulatory requirements. Assist with special projects and firm initiatives that support client retention and growth.
Qualifications
Bachelors degree in business, finance, or related field (preferred). Active Series 65 license required. Clean U4 record. Minimum 3 years of experience in relationship management or sales within financial services. CFP preferred, or commitment to earing the designation within 23 years of hire. Solid knowledge of financial planning and investment concepts. Strong written and verbal communication skills. Excellent interpersonal skills with a collaborative, client-first mindset. Highly organized, self-motivated, and committed to delivering results. Must be a strong team player, able to partner effectively with colleagues while also managing responsibilities independently. Proven time management skills with the ability to stay organized and prioritize tasks to meet deadlines. Proficiency in Microsoft Office Suite and CRM platforms. Required to work on-site at our Vancouver, WA office. This position is not remote or hybrid.
Compensation & Benefits
Starting Salary: $65,000 - $100,000 (commensurate with experience and qualifications) 10 Paid Holidays Generous Paid Time Off (PTO) Employer-paid health, dental, and vision insurance SIMPLE IRA with company match Flexible Spending Accounts (FSAs) Education reimbursement program Company charitable donation match
Location:
Vancouver, WA
We are seeking a personable, proactive, and detail-oriented
Associate Advisor
to join our team. This
on-site position
based in our Vancouver, WA office ( not remote or hybrid ) focuses on strengthening client relationships, delivering exceptional service to a defined group of clients, and supporting Senior Advisors/Management to ensure a seamless, high-touch client experience.
The ideal candidate is a committed, team-oriented professional who is passionate about helping individuals achieve their financial goals through a structured process that integrates financial planning and investment management. If you thrive in a client-focused, collaborative environment and bring prior experience in financial services, we encourage you to apply.
Key Responsibilities
Build and maintain strong relationships with an assigned group of clients, delivering personalized, high-quality service. Support Senior Advisors/Management by assisting with, and at times executing, steps in the client service process. Participate in client meetings, document action items, and ensure follow-up tasks are completed. Drive client satisfaction, loyalty, and referrals through exceptional service and trusted relationships. Prospect within the existing client base and warm leads to support business development efforts. Work with and collaborate closely with colleague s
across portfolio management, operations, and planning to prepare materials and deliver flawless client experiences. Track client interactions and activities in the firms CRM system. Stay up to date on industry regulations, market trends, and best practices in wealth management. Ensure compliance with company policies and regulatory requirements. Assist with special projects and firm initiatives that support client retention and growth.
Qualifications
Bachelors degree in business, finance, or related field (preferred). Active Series 65 license required. Clean U4 record. Minimum 3 years of experience in relationship management or sales within financial services. CFP preferred, or commitment to earing the designation within 23 years of hire. Solid knowledge of financial planning and investment concepts. Strong written and verbal communication skills. Excellent interpersonal skills with a collaborative, client-first mindset. Highly organized, self-motivated, and committed to delivering results. Must be a strong team player, able to partner effectively with colleagues while also managing responsibilities independently. Proven time management skills with the ability to stay organized and prioritize tasks to meet deadlines. Proficiency in Microsoft Office Suite and CRM platforms. Required to work on-site at our Vancouver, WA office. This position is not remote or hybrid.
Compensation & Benefits
Starting Salary: $65,000 - $100,000 (commensurate with experience and qualifications) 10 Paid Holidays Generous Paid Time Off (PTO) Employer-paid health, dental, and vision insurance SIMPLE IRA with company match Flexible Spending Accounts (FSAs) Education reimbursement program Company charitable donation match