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
Sound like you?
Kindly send your resume 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.
To be considered for this Harlow Wealth Management position, please email your resume to HarlowHR@harlowwealth.com