Financial Planner

Aldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $5 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today’s financial complexities to protect and grow their financial assets for tomorrow.

About The Position

We are looking for a self-motivated and organized Financial Planner to deliver customized and comprehensive financial plans to our clients. The individual is responsible for analyzing complex financial data, creating and presenting financial plans and coordinating communications with clients. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and enjoys being part of a team.

You’ll Get a Chance To

• Develop customized and comprehensive financial plans to help clients achieve their goals.
• Utilize all capabilities of the financial planning software and assist paraplanner on using these tools, when necessary.
• Review financial plans provided by a paraplanner and provide mentoring when needed.
• Build rapport with clients and potential clients with the goal of building a lasting relationship.
• Collaborate with advisors to provide financial solutions for clients, including the facilitation of referrals to a trusted insurance professional, CPA and estate planning attorney.
• Conduct research and generate articles on topics that impact our clients.
• Continue to enhance and expand financial planning knowledge by keeping abreast of legislative changes and pursuing additional trainings and credentials in relevant topic areas.

Skills for Success

• Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
• Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
• Excellent analytical, strategic thinking and problem-solving skills.
• Ability to foster teamwork and consistently deliver high-quality service to clients.
• Outstanding communication, interpersonal, and organizational skills.

What You Bring To The Team

• Accountability and Dependability – Take responsibility for the quality and timeliness of work and achieve results with little oversight. Stay focused on tasks despite interruptions. Manage own time, priorities, and resources to achieve goals.
• Attention to Detail – Diligently attend to details and pursue quality in accomplishing tasks. Perform tasks with care; is thorough.
• Coaching and Mentoring – Enable others to grow and succeed through feedback, instruction, and encouragement. Help others identify key goals and use their talents to achieve them. See others’ potential and strengths and work to build on them. Model success behaviors, a high-performance work ethic, and constant self-improvement.
• Results Focus – Focus on results and desired outcomes and how best to achieve them to get the job done. Set high goals and work diligently to achieve them. Able to handle several challenges or tasks at once. Ensure work is complete and accurate; develop and use systems to organize and keep track of information, work requests, and progress.

Education & Experience

• Minimum of 2 years of experience in financial planning
• Bachelor’s degree from an accredited college or university
• Experience with a financial planning software
• CFP or PFS designation preferred (or in the process of obtaining)

How We’ll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and approximately 5% annual discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

What You Should Know

This is a full-time position. Remote and hybrid workplace options are available.

Why Aldrich

Aldrich Wealth is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich’s leadership philosophy encompasses the firm’s clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared vision. Aldrich supports individuals’ pursuit of success in life and work and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://wealthadvisors.com/

To Apply

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.

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