Associate Advisor
Associate Advisor
- Full-time W-2 position
- $55,000 - $83,000 (+ incentive plan)
- In-person with hybrid schedule
- CFP® certification paid for by the firm (up to $5,000)
- 401(k) matching, health insurance, personal and professional development budget
- Start Date = May 2025
About Us
Cordant Wealth is a fee-only firm focused on serving Tech Professionals located in Portland, OR but with clients across the country.
The TLDR:
- We serve over 150 families across the U.S.
- We manage ~$300MM
- We specialize in helping our clients maximize equity compensation, reduce taxes, and invest smarter.
We’ve been named an Investopedia Top 100 advisor five times and our articles have been featured in Bloomberg, US News, Yahoo Finance among others.
Learn more about us by meeting our team, reading our blog, or listening to some of the podcasts we’ve been featured in (here, here, or here)
About The Role
Your role as an Associate Advisor is structured to have you contributing to the team as soon as possible.
You will collaborate closely with our planning team, learning from them and engaging in several key areas such as:
- Data gathering and analysis
- Developing financial planning recommendations, researching, and resolving complex cases
- Responsibilities around reporting, meeting preparation, client service, and plan implementation
You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they’ve come to expect.
You love systems and processes and are always looking for ways to create efficiencies.
Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in Equity Compensation planning!
How To Apply
As a small and growing business, we can only afford to hire the best.
To help us find the best person and ensure you have a good experience applying for this role, we partnered with Hireology to manage the application process.
If you think you would be the perfect fit for this opportunity, click the button below to apply. We will only review candidates that upload both a cover letter and a resume.
