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 Path