- Salary
- $65k - $75k
- Experience
- 0+ yrs
- Location
- Portland, Oregon, United States
- Job type
- Full-time
Required skills
- MoneyGuidePro
- Salesforce
- Schwab Advisor Center
- Microsoft Office
- Microsoft Excel
About the role
Bachelor's degree in finance, economics, accounting, business or related field preferred; 0-2 years experience; strong communication and analytical skills; Microsoft Office proficiency; must obtain Series 65 license within 6 months and begin CFP education.
About Empirical Wealth Management
Independent, employee-owned wealth management firm providing integrated financial planning and investment services to high-net-worth individuals.
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