About Us

Financial Forum is an established wealth management firm with over three decades of experience serving clients in the Spokane area. As planning specialists, we combine curated technology tools, actionable economic insights, and industry best practices to help investors confidently navigate their financial lives and retirement goals.

Our client-first approach is built on collaboration—we take the time to understand each client's unique financial position, expectations, and goals to deliver personalized results. Located in Spokane's University District, our welcoming office environment reflects our commitment to building lasting relationships with the clients and community we serve.

We're a team that values precision, proactive service, and continuous improvement, and we're looking for detail-oriented professionals who share our commitment to operational excellence.

The Role: Wealth Management Associate

The Wealth Management Associate plays an integral, client-facing support role, responsible for the critical process of appointment preparation and ensuring all service workflows are executed with impeccable accuracy. This position is ideal for someone who takes pride in flawless execution, understands the foundational importance of precise paperwork and record-keeping, and is eager to become an expert in wealth management operations.

• Key Responsibilities

• Appointment Preparation: Own the creation of client-facing materials and performance summaries.

• Operations: Process and track account openings, transfers, and money movements.

• Investment Support: Assist with trading, rebalancing, and portfolio management systems.

• Internal Wiki: Maintain meticulous documentation of firm processes and compliance.

What We're Looking For

• Bachelor’s degree in Finance, Economics, or a related field.

• Amazing attention to detail and high-level organizational skills.

• Prior experience in wealth management operations (Charles Schwab Advisor Center is a plus).

• Series 65 license (or willingness to obtain it shortly after hiring).

Why Join Us?

You will be joining a team that values precision, high standards, and professional growth. This is a crucial role where your ability to execute flawlessly and communicate clearly will be recognized and rewarded, setting you up for a strong career foundation in financial operations and wealth management.