Top 5 Finance associate Jobs in Eugene Or

Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
8d
Part Time Associate Banker Willamette Valley Eugene (30 hours)
JPMorganChase —Springfield, OR
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
10d
Associate Advisor
Finley Davis Private Wealth —Eugene, OR
- Full-time
- Background check
- Microsoft Outlook
- Office

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Bookkeeper / Accounting Associate – Tax Training Opportunity
BKS CPAs LLC —Eugene, OR
Opportunities to develop tax-preparation and advanced accounting skills. Take on increasingly complex work as your skills develop.
$24 - $30 an hour
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11d
Accounts Receivable Associate
Gheen Irrigation Works, Inc —Eugene, OR
The Accounts Receivable (AR) specialist is responsible for managing incoming payments, tracking outstanding invoices, and ensuring timely collection of funds…
$20 - $23 an hour
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9d

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Associate Advisor - Servicing Advisor

Willamette Wealth Partners
Eugene, OR

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year
8 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Customer service
Writing skills
Bachelor's degree
Attention to detail
Organizational skills
Series 65

Full Job Description

Excellent opportunity within the financial services industry.

Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following skills and attributes:

Strong verbal and written communication skills
Cool and calm under pressure
Proficient in technology platforms, including Microsoft Word and Excel
Good listener
Enjoys working with the public, providing excellent client service
Independent and self-motivated
Problem solver, ability to look ahead and anticipate the next steps necessary to fully complete the task
Flexible
High energy
Excellent organizational skills and great attention to detail
Professionalism

Work responsibilities will include the following:

Lead client meetings, maintaining relationships through regular communication
Implement Financial Planning process, overseeing the development, presentation and implementation of recommendations to clients
Review follow-up communication and assist in implementation of actions that result from client meetings
Review and approve trades within client portfolios
Lead team meetings and manage responsibilities and performance within the team
Engage in the firm’s strategic planning process and contribute to key initiatives
Communicate with client’s outside advisors such as accountants and attorneys
Develop and mentor support staff for future advancement

Other Qualifications:

Minimum 1 year of experience leading client meetings
Series 65 licensed or equivalent
CFP or on the CFP track preferred
Bachelor’s degree, preferably in business or related field
Familiarity with Wealthbox, RightCapital, Black Diamond, and Holistiplan helpful but not required

This is not a sales position. This is primarily a service position.

Competitive compensation, between $70,000 and $85,000 based on experience, plus bonus opportunity.

Benefits include:

Retirement plan with employer contributions
Health insurance with employer HSA contributions
Paid time off and holidays
Continuing education opportunities

This position is located in the Eugene/Springfield area, is on-site and does not allow work-from-home.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

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finance associate jobs in eugene or

Associate Advisor - Servicing Advisor

Part Time Associate Banker Willamette Valley Eugene (30 hours)

Associate Advisor

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