| ROI FINANCIAL ADVISORS, LLC Financial Analyst Advisor Development Program BUILD A CAREER. BUILD WEALTH. BUILD A LEGACY. |
| 01 FINANCIAL ANALYST | 02 FINANCIAL ADVISOR | 03 FUTURE EQUITY PARTNER |
Lake Oswego & Beaverton, Oregon
YOUR CAREER PATH
This position is intentionally designed to develop future Financial Advisors and future leaders within our firm.
| YEAR ONE | Financial Analyst Learn about every aspect of our business. • Financial Planning • Investment Management • Retirement Planning • Tax Planning • Estate Planning • Portfolio Construction • Client Service Excellence • Business Operations • Financial Technology • Compliance • Continue professional licensing and education |
| YEARS TWO & THREE | Associate Financial Advisor As your experience grows, you’ll begin taking on a more active role with clients. • Interactive roles after passing Series 65 exam and registration • Lead portions of client meetings • Present financial plans • Analyze investment portfolios • Develop relationships with clients • Build your own professional network • Continue professional licensing and education |
| YEARS THREE THROUGH FIVE | Lead Financial Advisor You’ll begin managing client relationships while helping the firm grow. • Develop new business • Mentor junior advisors • Lead planning engagements • Help shape firm strategy • Participate in leadership initiatives |
FUTURE EQUITY PARTNER OPPORTUNITY
Our vision extends far beyond hiring another employee. We are intentionally developing future partners.
Exceptional individuals who consistently demonstrate leadership, integrity, technical excellence, client service, and business development may have the opportunity to become an equity partner within approximately 3–5 years.
If your goal is to build something meaningful—not, simply work somewhere—we want to invest in your future.
WHAT YOU’LL LEARN
| • Investment Portfolio Management | • Economic & Market Analysis |
| • Financial Planning | • Behavioral Finance |
| • Retirement Income Strategies | • Practice Management |
| • Estate Planning | • Client Communication |
| • Tax-Efficient Wealth Strategies | • Business Development |
| • Risk Management | • Leadership |
| • Small Business Planning |
WHAT YOU’LL DO
As a financial Analyst, you will be trained in ROI Financials’ approach to completing the following responsibilities and become a trusted member of our advisory team. Responsibilities include:
• Assist advisors in delivering exceptional client experience
• Prepare comprehensive financial plans
• Build and analyze investment portfolios
• Conduct investment and economic research
• Prepare client meeting materials
• Analyze retirement projections
• Monitor portfolio performance
• Coordinate client onboarding
• Assist with account servicing and follow-up
• Support tax planning initiatives
• Utilize planning software and CRM technology
• Help improve internal processes as the firm continues to grow
This role provides exposure to every aspect of independent wealth management practice.
WHO WILL THRIVE HERE?
You’ll likely enjoy this opportunity if you are:
| ✓ Entrepreneurial | ✓ Detail-oriented |
| ✓ Self-motivated | ✓ Coachable |
| ✓ Highly organized | ✓ Adaptable |
| ✓ Naturally curious | ✓ Relationship-focused |
| ✓ Competitive | ✓ Committed to continuous learning |
We value humility, initiative, and a desire to improve every day.
QUALIFICATIONS
REQUIRED
• Through background check will be required.
• Bachelor’s degree in finance, Accounting, Economics, Mathematics, Statistics, or a related field
• Strong analytical and problem-solving skills
• Excellent written and verbal communication
• High attention to detail
• Strong work ethic
• Commitment to serving clients with integrity
PREFERRED
• Experience in financial services
• Series 65 license or willingness to obtain
• Interest in pursuing CFP®, CFA®, CPA, or other professional designations
• Familiarity with Microsoft Office 365
Experience with one or more of the following is a plus:
• Black Diamond
• Salesforce
• Morningstar Office
• NaviPlan
• Schwab Advisor Center
WHY JOIN ROI FINANCIAL ADVISORS?
We don’t believe exceptional careers are built by accident.
We invest in our people.
You’ll receive:
✓ Direct mentorship from experienced advisors
✓ Exposure to real client relationships from day one
✓ Professional development support
✓ Licensing and continuing education assistance
✓ Opportunities for leadership
✓ Clear advancement opportunities
✓ Entrepreneurial culture
✓ Collaborative team environment
✓ Opportunity to influence the future direction of the firm
BENEFITS
| • Competitive Compensation | • 401(k) with Employer Match |
| • Performance Bonus Opportunities | • Paid Time Off |
| • Health Insurance | • Flexible Scheduling |
| • Dental Insurance | • Professional Development Support |
| • Vision Insurance | • Modern Office Environment |
OFFICE LOCATIONS
BEAVERTON, OREGON • CLACKAMAS, OREGON
Additional office expansion opportunities are planned as the firm continues to grow.
OUR MISSION
Every recommendation we make has the potential to change someone’s future.
Every financial plan impacts a family’s legacy.
Every client relationship is built on trust.
We don’t simply manage investments.
We help people build better lives.
| Thank You for Exploring Careers at ROI Financial Advisors Thank you for your interest in career opportunities and professional growth at ROI Financial Advisors. As a growing investment advisory firm, we are always planning for the future and the continued development of our team. While there are currently no open positions available, we invite you to explore the potential career paths at ROI Financial Advisors and learn more about opportunities in financial planning, investment advisory services, financial analysis, client services, operations, and related financial services careers. As our firm continues to grow, new opportunities may become available, so we encourage you to check back for future career openings. |