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 clientsCoordinate scheduling and follow-up with employer-sponsored retirement plan clientsDevelop presentations on relevant financial planning topicsTravel to clients to provide an on-site presentationTrack engagement at meetings and document within internal systemsManage the ongoing participant education webinar series "Retirement Pathways"Develop presentations on relevant financial planning topicsSchedule twice monthly webinars on a rotating set of financial and retirement planning topicsDevelop and distribute invitations to clients for the upcoming webinarsPresent the webinars on a twice-monthly basisMeet with participants one-on-one via video conference to provide point-in-time retirement planning and investment adviceCoordinate the workflow to schedule one-on-one meetings with participantsMeet 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 completedGather data and prepare the retirement projections and/or financial plansAdvise participants on appropriate investment allocations for their retirement plan accountLog all participant interactions in the firm's CRMFollow up with participants that you have met with previously to update their financial planManage the various constituents involved in Multnomah Group's Participant Services offeringWork with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice servicesProvide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah GroupEngage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clientsComprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designationFINRA Series 653+ years of financial planning experienceTravel requiredHighly responsive and client service-orientedDemonstrated ability to communicate professionally with clientsStrong interpersonal aptitudeExperience with financial planning softwareCompensation details: 65000-85000 Yearly SalaryPI00f783d252c3-25660-37702227

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