Job Description
Position: Financial Advisor
Company: Roehl & Yi Investment Advisors, LLC
Location: Eugene, OR
Are you an experienced financial professional looking for a rewarding career with a highly respected wealth management firm? Roehl & Yi Investment Advisors, LLC, is a trusted name in independent wealth management, serving private clients, qualified retirement plans, foundations, and endowments. Based in beautiful Eugene, OR, our firm offers a supportive environment where collaboration and professional growth thrive.
Why Join Us?
At Roehl & Yi, we’re committed to our clients and our team. This is not just a job—it’s a career opportunity that offers a pathway to leadership, with potential to advance into Senior Advisor or Partner roles. We value analytical minds, strong organizational skills, and excellent communicators who thrive in a dynamic office environment.
What You’ll Do:
- Manage assigned client relationships and work as part of a collaborative team to serve other client accounts.
- Provide tailored advice, leveraging a wealth of financial strategies to meet clients’ unique goals.
- Build and deepen client relationships with a commitment to integrity and excellence.
- Contribute to a positive, fast-paced workplace where your input helps shape the future of the firm.
What We’re Looking For:
- Experience: Minimum 3 years in financial services or wealth management.
- Education: Bachelor's degree required, Certified Financial Planner (CFP®) or similar credentials preferred; Series 65 license required.
- Skills: Exceptional analytical and organizational abilities, coupled with strong written and verbal communication skills.
- Mindset: Detail-oriented, proactive, accountable, curious, and eager to grow within a collaborative team.
What We Offer:
- Competitive compensation and a comprehensive benefits package.
- A clear path for career development, with opportunities to advance into leadership roles.
- A professional, supportive, and growth-oriented work environment.
Ready to Advance Your Career?
We’d love to hear from you! Email your resume and cover letter to jobs@roehl-yi.com, and include “Advisor Position” in the subject line.
Join Roehl & Yi Investment Advisors, where your expertise and ambition can flourish in a firm committed to excellence and growth.