Senior Licensed Financial Advisor Assistant

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience ! Job Summary Supports Financial Advisors in the day-to-day management of their investment practices by independently coordinating complex client-service, account-administration, trading-support, and compliance workflows. Serves as a primary point of contact for clients, resolves issues within established authority, maintains complete and accurate books and records, and helps ensure that client commitments, regulatory requirements, and service standards are consistently met. Where You Will Work: This is an in-person role based at 545 E 8th Ave, Eugene, OR 97401 ( Branches ). Pay Range: The target hourly pay range for this position is $27.42 - $31.15. The full hourly pay range is $24.92 - $37.38. Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. Duties and Responsibilities: Serves as a primary liaison between clients and Financial Advisors, independently processes permitted client requests, resolves routine and moderately complex service issues within established authority, and escalates advisory, supervisory, or compliance matters appropriately. Provides professional, timely, and courteous service by phone, email, virtual meeting, and in person. Owns the account-opening and maintenance process from application preparation through client delivery for securities and insurance accounts, including taking applications as requested, validating paperwork, tracking status, obtaining missing information, coordinating with internal and external partners, confirming receipt of funds, and ensuring the client file is complete and audit-ready. Maintains complete, timely, and accurate records of client, prospect, and vendor interactions in the CRM, including contact history, service actions, referrals, and outstanding commitments. Reviews dashboards and exception reports daily, prioritizes unresolved items, coordinates resolution, confirms completion, and documents actions in accordance with record-retention and regulatory requirements. Leads the operational preparation for financial-planning, annual-review, quarterly-review, and other client meetings by coordinating client data, balance sheets, investment-allocation summaries, agendas, illustrations, account documentation, charts, graphs, added-service materials, and outstanding service items. Partners with Financial Advisors or firm principals after client meetings to document decisions, assign and prioritize follow-up actions, monitor deadlines, communicate status, and ensure commitments are completed or escalated. <div class="description DropBox clear-both margin-bottom10" data-label="Processes permitted equity, fixed-income, mutual-fund, and variab