Position Overview

The 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 Responsibilities

Provide 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 systems

Manage 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 basis

Meet 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 plan

Manage 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
• 1+ 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