Servicing Financial Advisor

Overview

RSMA Wealth Management, a wealth management firm based in inner SE Portland, combines more than 70 years of collective experience in financial services. We are looking for a Servicing Financial Advisor to support our growing practice and ensure seamless client service and operational delivery.

Mission, Values and Approach

We are dedicated to delivering deeply personalized, high-touch service and highly customized advice without generic solutions. Our client base includes Retirees, Families, Intergenerational Wealth, and High Net Worth Individuals. Our Core Values guide every action: owning one’s role with accountability and a can-do attitude; being detail-driven and solution-oriented while staying organized; pursuing personal and professional excellence with a growth mindset; and engaging as a collaborative team with strong interpersonal and communication skills.

• Own My Own Role — Honest, accountable, proactive, and committed to delivering results for the team and clients.
• Detail and Solution Oriented — Foresee challenges, plan ahead, and focus on effective solutions while staying organized.
• Strives To Be Great Personally & Professionally — High self-imposed standards, continuous learning, and self-motivation.
• Engaged And Works Effectively As A Team — Confident, collaborative, positive, and communicative with strong interpersonal skills.

Responsibilities

• Serve as the primary contact for clients regarding routine inquiries, account updates, and service requests.
• Prepare, review, and process client paperwork, including account forms, applications, and compliance documentation.
• Manage client communications via email and phone.
• Coordinate account maintenance tasks such as transfers, contributions, withdrawals, and beneficiary updates.
• Maintain accurate and up-to-date client records in CRM and internal systems.
• Collaborate with senior advisors and team members to ensure smooth execution of client requests and account operations.
• Assist in preparing account summaries, reports, and other documentation for client meetings.
• Support regulatory and compliance requirements by ensuring proper documentation and timely submissions.

Qualifications

• Active Series 7 and Series 66 licenses are required.
• Minimum of 5 years of experience in the financial services industry.
• Bachelor’s degree in finance, business, or a related field is preferred.
• CFP designation is preferred.
• Strong organizational skills and meticulous attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency with Microsoft Office Suite and experience with financial CRM systems.
• Ability to manage multiple tasks in a fast-paced environment while maintaining accuracy.
• Knowledge of financial products, retirement plans, and investment accounts.
• Ability to identify and resolve problems in a timely manner.
• Ability to work independently and collaboratively; self-motivated.

Core Competencies

• Client-focused mindset
• Accuracy and attention to detail
• Strong organizational and time management skills
• Team-oriented with strong collaboration skills
• Professional and courteous communication

Benefits

• Health insurance after 60 days
• Disability insurance after 60 days
• PTO
• Retirement plan upon eligibility (SEP IRA after 3 years of employment)
• Dependent care reimbursement
• Flexible spending account

Details

Location: Portland, OR 97214
Job Type: Full-time
Salary: $75,000.00 - $85,000.00 per year