Financial Planner

Company: Multnomah Group, Inc.
Location: Portland
Posted on: May 22, 2025

Job Description:

Position OverviewThe Financial Planner is responsible for working with Multnomah Group's clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
Primary ResponsibilitiesProvide employee education presentations to employer-sponsored retirement plan clients

• Coordinate scheduling and follow-up with employer-sponsored retirement plan clients
• Develop presentations on relevant financial planning topics
• Travel to clients to provide an on-site presentation
• Track engagement at meetings and document within internal systemsManage the ongoing participant education webinar series "Retirement Pathways"
  • Develop presentations on relevant financial planning topics
  • Schedule twice monthly webinars on a rotating set of financial and retirement planning topics
  • Develop and distribute invitations to clients for the upcoming webinars
  • Present the webinars on a twice-monthly basisMeet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
    • Coordinate the workflow to schedule one-on-one meetings with participants
    • Meet with participants to answer their general investment and financial planning questions.
    • Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed
    • Gather data and prepare the retirement projections and/or financial plans
    • Advise participants on appropriate investment allocations for their retirement plan account
    • Log all participant interactions in the firm's CRM
    • Follow up with participants that you have met with previously to update their financial planManage the various constituents involved in Multnomah Group's Participant Services offering
      • Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services
      • Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group
      • Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients
        
        
        • Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation
        • FINRA Series 65
        • 3+ years of financial planning experience
        • Travel required
        • Highly responsive and client service-oriented
        • Demonstrated ability to communicate professionally with clients
        • Strong interpersonal aptitude
        • Experience with financial planning software
          
          Compensation details: 65000-85000 Yearly Salary
          
          
          
          PI9c3353a23040-37248-37702227

Keywords: Multnomah Group, Inc., Aloha , Financial Planner, Accounting, Auditing , Portland, Oregon