About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Portland, OR team is hiring a Financial Planning Assistant to aid a team of 3-4 financial advisors and provide general office support. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. The role supports the advisory team by providing the highest level of service to customers, clients, and prospects as they call or visit the Wealth Enhancement Group (WEG) office. This individual also responds to administrative requests such as assisting with technology, providing project assistance, managing day-to-day office administrative tasks, and responding to ad hoc requests.

This role is a great opportunity for someone who aspires to become a financial planner or advisor someday; however, that is not a requirement. For those who wish to grow their career in that direction, the firm will cover the expense of pursuing a Series 65 license within the first 2 years of employment and/or CFP designation within the first 5 years of employment. We’re eager to learn your career goals and support your personal development path.

This is an on-site position (M-F, 8am-5pm). Please note that in the coming months, this office will relocate from the East Beaverton area to the Tigard area.

In the spirit of pay transparency, we are excited to share the pay range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Financial Planning Assistance

• Begin to understand our financial planning software with the objective of becoming the expert in our system (supporting 3 to 4 financial planners with client plan development)

• Work with advisors on meeting preparation

• Handle administrative tasks for new client setup, beneficiary changes, change of address, correspondence, forms, etc.

• Support generating reports for meetings and presentations

• Establish, maintain, and comply with an orderly record-keeping system, ensuring maintenance of confidential account files and proper workflow

• Organize clients’ financial documentation

• Dialogues with clients to understand their personal history and current financial needs.

• Provide summary of client’s personal info, financial position, and asset allocation

• Assist in the creation of financial planning reports/analyses from Morningstar, BRT (Kettley), etc.

• Support the Financial Advisor with Financial Plan completion tasks (e.g., printing, copying, binding, mailing)

• Record notes regarding client communications, inquiries, and actions related to planning in Salesforce

• Prepare reviews and maintain accurate information on all accounts, beneficiary information, RMD tracking, etc.

• May work with client’s tax or legal counsel on client concerns

General Office Support

• Call clients to confirm and schedule meetings

• Support clients as they complete paperwork and provide necessary signatures

• Prepare necessary paperwork to address client service requests

• Enthusiastically and promptly greet clients and guests, offer beverages as they await their appointment, and assist with jackets

• Typing, generating, and proofreading correspondence, emails, letters, forms, policies and general office documents

• Maintain multifunction printers; coordinate repairs when necessary

• Manage incoming and outgoing USPS, FedEx, and UPS deliveries

• Answer telephone, screen and route phone calls, and take messages as appropriate

• Set up conference calls and video conferences

• Manage calendars, schedule appointments, and coordinate meetings

• File and scan as requested

• Maintain a clean and organized reception area, conference rooms, and kitchen

• Under the direction of your manager, assist with various office projects as requested

Education/Qualifications

• Bachelor's degree in business; finance, economics, or related field preferred

• Superior verbal and written communication skills

• Desire to grow your career in some capacity within a wealth management office

• Detail oriented to complete paperwork accurately

• Good working knowledge of Word, Excel, Outlook, and PowerPoint

• Familiarity with Salesforce and Support Org functionality preferred

• Excellent oral and written communication skills

• Professional appearance; service oriented, positive attitude

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WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42,500.00 to $63,750.00. However, the base salary range bolded above ($50,000.00 to $60,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.