About this role
Associate Financial Advisor at Moss Adams. Location: Portland, Oregon, United States. Role: collecting data, inputting data, monitoring portfolios Requirements: Bachelor's degree required; 3+ years of wealth management or investment advisory experience; Series 65 preferred (or willing to obtain within 180 days); CFP preferred; experience with CRM, portfolio accounting/rebalancing/financial planning software; strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Portfolio Accounting, Rebalancing, Financial Planning software Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English