Clear Financial Partners

Financial Advisor Trainee

LAKE OSWEGO, ORPosted a month ago

Job summary

  • Job post source

    This job is directly from Clear Financial Partners

  • Job overview

    The Financial Advisor Trainee role at Clear Financial Partners is an entry-level position designed to train individuals to become licensed financial advisors, contributing to the firm's advisory practice.

  • Responsibilities and impact

    The trainee will support senior advisors by preparing client meeting materials, handling paperwork, tracking follow-ups, maintaining client files, and studying for licensing exams while participating in training and mentorship programs.

  • Compensation and benefits

    The position offers a base salary of $55,000, firm-paid licensing and exam preparation, medical, dental, and vision insurance, PTO, 9 paid holidays, and a 401(k) with employer match.

  • Experience and skills

    Candidates should have a bachelor's degree in Finance, Business, or related fields, strong organizational and communication skills, proficiency in Microsoft Office, and a strong desire to build a career as a financial advisor; financial software experience is a plus.

  • Career development

    The role includes structured training, mentorship, and a clear path for career advancement within the firm.

  • Unique job features

    The job uniquely offers full coverage of licensing exam costs and a structured path to becoming a licensed financial advisor within a supportive advisory practice.

Company overview

Clear Financial Partners is a financial advisory firm specializing in retirement planning, wealth management, and insurance solutions for individuals and families. The company generates revenue primarily through advisory fees, commissions on financial products, and ongoing client portfolio management. Founded by Tim Clairmont, Clear Financial Partners emphasizes personalized financial strategies, educational resources, and long-term client relationships. The firm is known for its proprietary ClearFP Process, which aims to simplify complex financial decisions and provide holistic planning. Candidates should be aware of the company's client-centric approach and its commitment to transparency and fiduciary responsibility.

How to land this job

  • Position your resume to emphasize your eagerness to learn and grow within financial services, highlighting any academic background in finance, business, or related fields to align with Clear Financial Partners' trainee role.

  • Focus on showcasing your strong organizational skills, attention to detail, and proficiency with Microsoft Office, as these are key for supporting senior advisors and managing client documentation.

  • Apply through multiple channels including Clear Financial Partners' corporate website, LinkedIn job postings, and reputable job boards to maximize your application visibility.

  • Connect with current financial advisors or trainees at Clear Financial Partners on LinkedIn, introducing yourself by mentioning your interest in the trainee program and asking about their experience; ice breakers could include asking about their favorite part of the mentorship program or how they prepared for licensing exams.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'financial advisor trainee,' 'licensing exams,' 'client documentation,' 'organizational skills,' and 'Microsoft Office proficiency' to ensure it passes initial screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts, freeing you to focus on interview preparation and skill development.

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