CAREER OPPORTUNITIES
Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? We are looking for strong, detail-orientated people to join our team. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
HARLOW'S CORE VALUES
1. Do Your Job Well
We believe in the power of expertise and diligence in each individual's role within our organization. Everyone should strive to perform their tasks exceptionally well, as this contributes to the overall success of our team and satisfaction of our clients.
2. Better Together
This core value underscores the importance of mutual contribution and assistance within our firm. It encourages a culture of collaboration and teamwork, where every member of the organization plays an integral part in helping each other to achieve collective success.
3. “Pick Up the Phone”
This core value strongly emphasizes the importance of adopting a "Client First" orientation in all our operations, with the aim of providing a level of service that is nothing short of first-class. It is about going beyond the norm and making an extra effort to ensure that our clients feel valued and prioritized. Small yet impactful actions, such as deciding to make a phone call to a client to discuss a matter more personally instead of opting for impersonal communication methods like sending an email, can make a significant difference. Such actions help to build stronger relationships, instill trust, and create a positive perception of our brand, thereby leading to client loyalty and satisfaction.
4. Positive, Flexible, and Kind (PFK)
Given the significant time we spend collaborating with our co-workers, it becomes crucial to maintain an attitude that is not only positive but also flexible and kind. This approach enlivens the workplace environment, fosters better communication, and aids in the resolution of conflicts, ultimately contributing to our collective success.
5. Stay Calm & Carry On
Challenging situations in the workplace are unavoidable, and they often lead to an increased level of stress. These instances, although difficult, offer an opportunity for growth and learning. When they occur, it's important to maintain composure, staying calm in the face of adversity. Demonstrating resilience by persevering through these tough situations is not only beneficial for personal development, but it also contributes to a healthier, more positive work environment.
6. Better Every Day
This core value is all about the commitment to continuous improvement. We believe there's always room for enhancement, whether it's in our personal growth, professional skills, or the quality of service we provide to our clients. We encourage our team members to adopt a mindset of lifelong learning, to always strive for better, and to view each new day as an opportunity to improve and evolve. Whether it's learning a new skill, improving our work efficiency, or finding new ways to exceed client expectations, we aspire to make each day better than the one before.
Positions
New Business Processor
Harlow Wealth Marketing Intern
Are you a creative, detail-oriented student in marketing, design, digital media, or a related field with a passion for social media, design and events? If you thrive in a fast-paced, collaborative environment and enjoy helping transform ideas into impactful marketing strategies, we want you as our next intern. You’ll dive right in, creating engaging social media content, conducting market research, helping coordinate client and prospect events and supporting a wide range of marketing initiatives. Get ready to unleash your creativity and make a real difference!
This 10-15 hour per week internship is perfect for a marketing student with established social media and design skills who wants to gain valuable work experience. The role is onsite in our downtown Vancouver, WA office, with flexibility for your current school schedule. There will be occasional events offsite where you’ll get to see your work come to life.
About The Marketing Internship Program
As the firm's marketing intern, you'll have the opportunity to enhance your resume in multiple marketing disciplines, setting you up for a successful career launch. You'll gain invaluable insight into the marketing strategies that drive professional services, learning how to implement cutting-edge tactics and approaches in real-time.
Role Responsibilities
Your contributions will be vital, as you'll play an integral role in supporting your team across multiple areas:
Social Media
- Assist with the design, copywriting and execution of social media campaigns
- Proficiency in design tools like Canva or Adobe is highly preferred
- A portfolio showcasing work will set you apart from other applicants
- A keen eye for design is essential
- Create and manage weekly and monthly editorial calendars to promote the Harlow brand across social media channels
- Track social media engagement to identify high-performing ideas and campaigns for scalability
- Perform social media marketing research
- Perform follow/like campaigns on behalf of the firm’s official social accounts
- Brainstorm and research ideas for original content
- Create compelling graphics to share across social channels
- Write social media captions that speak to the company’s target audience
- Help develop new strategies for increasing engagement
Design and Editing
- Design social media posts with Canva for LinkedIn, X (formerly Twitter), Facebook, YouTube and Instagram
- Content Creation
- Help develop marketing materials such as brochures, presentations, and case studies
- Collaborate with the marketing team to create compelling visuals and graphics
- Assist with photo/video content shoots
- Help create and edit short-form videos
Live Events
- Support marketing team at live and online events (seminars, Christmas Party, Client Events)
- Be comfortable with occasionally working off-site
Research
- Help compile reports and input marketing data
- Collect quantitative and qualitative data from marketing campaigns
- Help perform market analysis and research on competition
- Support the marketing team in daily administrative tasks
- Help manage and update company database and customer relationship management systems (CRM) - Zoho
Compliance
- Help track and log completed marketing pieces for compliance
- Create reports and perform updates to get pieces through compliance
Project Management
- You'll have the opportunity to assist in managing a variety of marketing projects, including digital marketing, content creation, blogs, radio/TV segments, website updates, SEO, advertising, sponsorships, PR, referral programs, sensory marketing, branding and more!
Marketing Software Applications and Technology
- Canva, Adobe Design (Photoshop, Adobe Acrobat Professional), Video Editing, Meta Business Suite, Microsoft Office (Excel, Word, PowerPoint), SharePoint, CRM systems, Content Management Systems, Chat-GPT
Other things we are looking for:
- Effective communication and organizational skills
- Strong desire to learn and a professional drive to build skills
- Proven ability to think creatively and implement ideas from start to finish
- Exceptional writing, editing, and proofreading skills
- Hunger to learn and collaborate with your teammates
- Proven organizational skills to help manage multiple tasks and deadlines efficiently.
Sound like you?
Kindly send your resume, a portfolio showcasing examples of your social media work, and any relevant links or additional examples to Human Resources at HarlowHR@harlowwealth.com.
About Harlow Wealth Management
Harlow Wealth Management, Inc. is an independently-owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Vancouver, Washington. While our firm was officially created in 2005, our founding president, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973. We focus on helping those who are retired or about to retire with building a customized retirement strategy.
New Business Processor
Do you have a passion for the financial industry and Knowledge of processing important client paperwork? Our fast-paced Vancouver, WA financial firm is looking for a strong, detail-oriented New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our firm prides itself on providing the ultimate client experience. You can make a direct impact on our client's financial goals!
Responsibilities:
Putting clients' needs first is deeply rooted in our culture and at the core of everything we do.
In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors’ request and respond to their needs in a timely manner
- Ensure all compliance requirements are met
- Additional duties and responsibilities as required or assigned by management
Skills, Abilities and Attributes:
- Strong organizational skills and attention to detail
- Excellent communication skills, both verbal and written
- Ability to work with important paperwork with minimal to much client interaction
- Ability to demonstrate persistence to achieve quality
- Self-directed initiative
- Process driven
- Strong follow-thru
Minimum Requirements
2+ years in wealth management in same role:
- Experience in processing new business paperwork
- Experience with Annuity applications and transfers
- Experience with a CRM
- Intermediate to advances computer skills (includes Microsoft Office Suite)
Preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
- Experience working with Fidelity and/or Charles Schwab
- 4-year degree preferred
If interested, please send resume to: HarlowHR@harlowwealth.com
Financial Advisor
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com
Harlow Wealth Marketing Intern
Are you a creative, detail-oriented student in marketing, design, digital media, or a related field with a passion for social media, design and events? If you thrive in a fast-paced, collaborative environment and enjoy helping transform ideas into impactful marketing strategies, we want you as our next intern. You’ll dive right in, creating engaging social media content, conducting market research, helping coordinate client and prospect events and supporting a wide range of marketing initiatives. Get ready to unleash your creativity and make a real difference!
This 10-15 hour per week internship is perfect for a marketing student with established social media and design skills who wants to gain valuable work experience. The role is onsite in our downtown Vancouver, WA office, with flexibility for your current school schedule. There will be occasional events offsite where you’ll get to see your work come to life.
About The Marketing Internship Program
As the firm's marketing intern, you'll have the opportunity to enhance your resume in multiple marketing disciplines, setting you up for a successful career launch. You'll gain invaluable insight into the marketing strategies that drive professional services, learning how to implement cutting-edge tactics and approaches in real-time.
Role Responsibilities
Your contributions will be vital, as you'll play an integral role in supporting your team across multiple areas:
Social Media
- Assist with the design, copywriting and execution of social media campaigns
- Proficiency in design tools like Canva or Adobe is highly preferred
- A portfolio showcasing work will set you apart from other applicants
- A keen eye for design is essential
- Create and manage weekly and monthly editorial calendars to promote the Harlow brand across social media channels
- Track social media engagement to identify high-performing ideas and campaigns for scalability
- Perform social media marketing research
- Perform follow/like campaigns on behalf of the firm’s official social accounts
- Brainstorm and research ideas for original content
- Create compelling graphics to share across social channels
- Write social media captions that speak to the company’s target audience
- Help develop new strategies for increasing engagement
Design and Editing
- Design social media posts with Canva for LinkedIn, X (formerly Twitter), Facebook, YouTube and Instagram
- Content Creation
- Help develop marketing materials such as brochures, presentations, and case studies
- Collaborate with the marketing team to create compelling visuals and graphics
- Assist with photo/video content shoots
- Help create and edit short-form videos
Live Events
- Support marketing team at live and online events (seminars, Christmas Party, Client Events)
- Be comfortable with occasionally working off-site
Research
- Help compile reports and input marketing data
- Collect quantitative and qualitative data from marketing campaigns
- Help perform market analysis and research on competition
- Support the marketing team in daily administrative tasks
- Help manage and update company database and customer relationship management systems (CRM) - Zoho
Compliance
- Help track and log completed marketing pieces for compliance
- Create reports and perform updates to get pieces through compliance
Project Management
- You'll have the opportunity to assist in managing a variety of marketing projects, including digital marketing, content creation, blogs, radio/TV segments, website updates, SEO, advertising, sponsorships, PR, referral programs, sensory marketing, branding and more!
Marketing Software Applications and Technology
- Canva, Adobe Design (Photoshop, Adobe Acrobat Professional), Video Editing, Meta Business Suite, Microsoft Office (Excel, Word, PowerPoint), SharePoint, CRM systems, Content Management Systems, Chat-GPT
Other things we are looking for:
- Effective communication and organizational skills
- Strong desire to learn and a professional drive to build skills
- Proven ability to think creatively and implement ideas from start to finish
- Exceptional writing, editing, and proofreading skills
- Hunger to learn and collaborate with your teammates
- Proven organizational skills to help manage multiple tasks and deadlines efficiently.
Sound like you?
Kindly send your resume, a portfolio showcasing examples of your social media work, and any relevant links or additional examples to Human Resources at HarlowHR@harlowwealth.com.
About Harlow Wealth Management
Harlow Wealth Management, Inc. is an independently-owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Vancouver, Washington. While our firm was officially created in 2005, our founding president, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973. We focus on helping those who are retired or about to retire with building a customized retirement strategy.
New Business Processor
Do you have a passion for the financial industry and Knowledge of processing important client paperwork? Our fast-paced Vancouver, WA financial firm is looking for a strong, detail-oriented New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our firm prides itself on providing the ultimate client experience. You can make a direct impact on our client's financial goals!
Responsibilities:
Putting clients' needs first is deeply rooted in our culture and at the core of everything we do.
In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors’ request and respond to their needs in a timely manner
- Ensure all compliance requirements are met
- Additional duties and responsibilities as required or assigned by management
Skills, Abilities and Attributes:
- Strong organizational skills and attention to detail
- Excellent communication skills, both verbal and written
- Ability to work with important paperwork with minimal to much client interaction
- Ability to demonstrate persistence to achieve quality
- Self-directed initiative
- Process driven
- Strong follow-thru
Minimum Requirements
2+ years in wealth management in same role:
- Experience in processing new business paperwork
- Experience with Annuity applications and transfers
- Experience with a CRM
- Intermediate to advances computer skills (includes Microsoft Office Suite)
Preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
- Experience working with Fidelity and/or Charles Schwab
- 4-year degree preferred
If interested, please send resume to: HarlowHR@harlowwealth.com
Financial Advisor
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com
Financial Advisor
Harlow Wealth Marketing Intern
Are you a creative, detail-oriented student in marketing, design, digital media, or a related field with a passion for social media, design and events? If you thrive in a fast-paced, collaborative environment and enjoy helping transform ideas into impactful marketing strategies, we want you as our next intern. You’ll dive right in, creating engaging social media content, conducting market research, helping coordinate client and prospect events and supporting a wide range of marketing initiatives. Get ready to unleash your creativity and make a real difference!
This 10-15 hour per week internship is perfect for a marketing student with established social media and design skills who wants to gain valuable work experience. The role is onsite in our downtown Vancouver, WA office, with flexibility for your current school schedule. There will be occasional events offsite where you’ll get to see your work come to life.
About The Marketing Internship Program
As the firm's marketing intern, you'll have the opportunity to enhance your resume in multiple marketing disciplines, setting you up for a successful career launch. You'll gain invaluable insight into the marketing strategies that drive professional services, learning how to implement cutting-edge tactics and approaches in real-time.
Role Responsibilities
Your contributions will be vital, as you'll play an integral role in supporting your team across multiple areas:
Social Media
- Assist with the design, copywriting and execution of social media campaigns
- Proficiency in design tools like Canva or Adobe is highly preferred
- A portfolio showcasing work will set you apart from other applicants
- A keen eye for design is essential
- Create and manage weekly and monthly editorial calendars to promote the Harlow brand across social media channels
- Track social media engagement to identify high-performing ideas and campaigns for scalability
- Perform social media marketing research
- Perform follow/like campaigns on behalf of the firm’s official social accounts
- Brainstorm and research ideas for original content
- Create compelling graphics to share across social channels
- Write social media captions that speak to the company’s target audience
- Help develop new strategies for increasing engagement
Design and Editing
- Design social media posts with Canva for LinkedIn, X (formerly Twitter), Facebook, YouTube and Instagram
- Content Creation
- Help develop marketing materials such as brochures, presentations, and case studies
- Collaborate with the marketing team to create compelling visuals and graphics
- Assist with photo/video content shoots
- Help create and edit short-form videos
Live Events
- Support marketing team at live and online events (seminars, Christmas Party, Client Events)
- Be comfortable with occasionally working off-site
Research
- Help compile reports and input marketing data
- Collect quantitative and qualitative data from marketing campaigns
- Help perform market analysis and research on competition
- Support the marketing team in daily administrative tasks
- Help manage and update company database and customer relationship management systems (CRM) - Zoho
Compliance
- Help track and log completed marketing pieces for compliance
- Create reports and perform updates to get pieces through compliance
Project Management
- You'll have the opportunity to assist in managing a variety of marketing projects, including digital marketing, content creation, blogs, radio/TV segments, website updates, SEO, advertising, sponsorships, PR, referral programs, sensory marketing, branding and more!
Marketing Software Applications and Technology
- Canva, Adobe Design (Photoshop, Adobe Acrobat Professional), Video Editing, Meta Business Suite, Microsoft Office (Excel, Word, PowerPoint), SharePoint, CRM systems, Content Management Systems, Chat-GPT
Other things we are looking for:
- Effective communication and organizational skills
- Strong desire to learn and a professional drive to build skills
- Proven ability to think creatively and implement ideas from start to finish
- Exceptional writing, editing, and proofreading skills
- Hunger to learn and collaborate with your teammates
- Proven organizational skills to help manage multiple tasks and deadlines efficiently.
Sound like you?
Kindly send your resume, a portfolio showcasing examples of your social media work, and any relevant links or additional examples to Human Resources at HarlowHR@harlowwealth.com.
About Harlow Wealth Management
Harlow Wealth Management, Inc. is an independently-owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Vancouver, Washington. While our firm was officially created in 2005, our founding president, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973. We focus on helping those who are retired or about to retire with building a customized retirement strategy.
New Business Processor
Do you have a passion for the financial industry and Knowledge of processing important client paperwork? Our fast-paced Vancouver, WA financial firm is looking for a strong, detail-oriented New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our firm prides itself on providing the ultimate client experience. You can make a direct impact on our client's financial goals!
Responsibilities:
Putting clients' needs first is deeply rooted in our culture and at the core of everything we do.
In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors’ request and respond to their needs in a timely manner
- Ensure all compliance requirements are met
- Additional duties and responsibilities as required or assigned by management
Skills, Abilities and Attributes:
- Strong organizational skills and attention to detail
- Excellent communication skills, both verbal and written
- Ability to work with important paperwork with minimal to much client interaction
- Ability to demonstrate persistence to achieve quality
- Self-directed initiative
- Process driven
- Strong follow-thru
Minimum Requirements
2+ years in wealth management in same role:
- Experience in processing new business paperwork
- Experience with Annuity applications and transfers
- Experience with a CRM
- Intermediate to advances computer skills (includes Microsoft Office Suite)
Preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
- Experience working with Fidelity and/or Charles Schwab
- 4-year degree preferred
If interested, please send resume to: HarlowHR@harlowwealth.com
Financial Advisor
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com