Passion is the difference between having a job or having a career - Anonymous

Financial Advisor


  • Developing a financial plan for clients
  • Answering client questions about financial plans and strategies and giving financial advice
  • Help advise clients to meet their financial goals and objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  • Managing and updating client portfolios
  • Contacting clients regularly to discover changes in their financial status
  • Building and maintaining your client base


  • Bachelor degree in business, finance or related field
  • 1-2 years of experience in finance
  • Knowledge of mutual funds, securities, and insurance industries
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Comfortable using a computer for various tasks
  • Experience providing quality financial advice

Please call or email our marketing and administrative assistant Francesca Burch at 503-747-6534 or

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.