Invest in your future

As an Investment Advisor Representative with ROI Financial Advisors, candidates develop and grow their own client base, supported by branch associates, an office team and other regional financial advisors. You’ll benefit from the experience that comes from over a 12-year history. Our Investment Advisor Representatives are a key value to our team, and we credit the success of ROI Financial Advisors to our team’s unique experiences, client relationships, and professionalism.

ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.

ROI Financial Advisors

Simple. Smart. Effective.

Investment Advisor Representative (IAR – SERIES 65/CFP) summary:

Financial Advisors work closely with clients and finance professionals to strategize ways to enhance profitability or minimize debt expenses. Their job is to meet with clients to help them develop wealth management strategies and other long-term financial practices to maximize their wealth into the future. They may also be responsible for assisting clients in creating a long-term budgeting plan based on their income, personal expense needs and outstanding debts.

Investment Advisor Representative (IAR) duties and responsibilities:

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. The ideal candidate must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base. The individual must also have sound judgment in adopting the investment positions agreed to by clients. The ideal candidate should have prior experience as a stockbroker or financial planner, with a certified financial planner certification. The minimum education requirement is a bachelor’s degree, preferably in accounting or finance.

Investment Advisor Representative (IAR) job duties include:

• Meeting with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice about investments, insurance coverage, and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base
• In-depth understanding of employer, industry and federal regulations
• Knowledge of financial options, including investments, loans, savings accounts and stock options
• Expertise in financial planning and investment strategies
• Familiarity with the securities, mutual fund and insurance industries
• Advanced ability to analyze and explain market data
• Proficiency with word processing, spreadsheet, database and financial planning software
• Analytical thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation and customer service skills
• Good organization and time management skills
• Strong communications skills and self-starter
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Adaptable to new information seeking the right solutions for clients
• Comfortable in your ability to think critically
• Passion for new opportunities

Investment Advisor Representative (IAR) education and training requirements:

REQUIRED:

• Bachelor’s degree – Finance, Accounting, Economics or Business
• Master’s degree – Finance or Business Administration

PREFERED:

• Certified Financial Planner (CFP) certification (Certified Financial Planner Board of Standards)
• CRPC™ or Chartered Retirement Planning Counselor™

Investment Advisor Representative (IAR) Working Conditions:

Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.

* Expanding quickly into new locations

What ROI Financial Offers:

• Health Insurance
• Retirement Savings Plan with Employer Matching
• Paid Time Off
• Unique and collaborative work environment

Schedule: Monday-Friday – Standard hours

As a Financial Analyst with ROI Financial Advisors, candidates analyze economic conditions, stock market performance and other details to provide expert advice to company leadership before they make financial decisions. Financial Analysts organize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per share. They gather data about other companies to determine industry standards and identify trends as they develop.

ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.

ROI Financial Advisors

Simple. Smart. Effective.

Financial Analyst summary:

Financial Analysts gather data to understand the trends affecting a specific type of product, geographical region or industry to help their clients make important investment decisions.

Financial Analyst duties and responsibilities:

A Financial Analyst studies a company’s financial data to give advice for guiding business investments and overall financial strategy. Their duties include predicting the return on investment for different stocks and business ventures, writing financial reports and collecting industry research to inform decision making.

Financial Analyst job duties include:

• Analyze financial data and provide forecasting support – Advanced ability to analyze and explain market data
• Prepare reports and projections based on financial data.
• Recommend individual and collections of investments, also known as portfolios.
• Evaluate current and previous financial data.
• Study business and economic trends – Determine a company’s value by examining its financial statements.
• Strong understanding of how economic trends, political situations, policies, and regulations affect client’s
• Analytical skills to process large amounts of information to find profitable investments
• Verbal and written communication skills
• Effectively use software to analyze financial information, identify trends, establish portfolios and make forecasts
• Decision-making skills to provide recommendations to sell, hold or buy a security
• Attention to detail when reviewing potential investments
• Math skills for estimating financial values
• Proficiency with word processing, spreadsheet, database and financial planning software
• Analytical thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation and customer service skills
• Good organization and time management skills
• Strong communications skills and self-starter
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Adaptable to new information seeking the right solutions for clients
• Comfortable in your ability to think critically
• Passion for new opportunities

Financial Analyst education and training requirements:

REQUIRED:

• Bachelor’s degree – Mathematics, Statistics, Finance, Economics, or Accounting.

PREFERED:

Chartered Financial Analyst (CFA) certification

Financial Analyst Working Conditions:

Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.

* Expanding quickly into new locations

What ROI Financial Offers:

• Health Insurance
• Retirement Savings Plan with Employer Matching
• Paid Time Off
• Unique and collaborative work environment
• Schedule: Monday-Friday – Standard hours

As an Administrative Assistant/Receptionist with ROI Financial Advisors, candidates oversee routine and advanced duties for other off staff and advisors. Administrative Assistants work closely with administrators and other employees to organize files, create correspondence, schedule meetings, answer phones, greet office visitors, and prepare necessary reports, forms, scans, or documents. Administrative assistants may also be responsible for helping to plan events and managing their supervisors’ schedules.

ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.

ROI Financial Advisors

Simple. Smart. Effective.

Administrative Assistant/Receptionist job duties include:

– Greet clients and offer warm reception

– Schedule, coordinate and confirm client meetings

– Communicate with clients over the phone and email

– Collaborate with team in preparation of client meetings

– Prepare meeting folders.

– Update internal systems with client data

– Initiate quarterly service contacts with clients

– Utilize scanner to save client documents and related files

Administrative Assistant/Receptionist education and training requirements:

REQUIRED: (Minimum Qualifications)

-High Schol Diploma, GED, Some College.

-2+ years of experience in administrative related work positions.

– 2+ years of experience in customer service and client face to face related work positions.

– Experience working with a professional office and supporting staff.

-Superior verbal and written communication skills.

– A very high attention to detail and accuracy with all work.

-Willingness and ability to adapt to changing priorities as the company grows.

-Demonstrated high level of self-motivation to drive effectiveness and efficiency.

-Proficient in Microsoft Office Suite: Outlook, Word, Excel, etc.

-Reliable transportation

– Other duties as assigned

PREFERED:

– Administrative experience 2-3 years

– Excellent Microsoft skills (Outlook, Excel, etc.)

– CRM (Client Relationship Management) software experience

– Salesforce or other CRM experience

Administrative Assistant/Receptionist Working Conditions:

Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.

* Expanding quickly into new locations

What ROI Financial Offers:

• Health Insurance
• Retirement Savings Plan with Employer Matching
• Paid Time Off
• Unique and collaborative work environment
• Schedule: Monday-Friday – Standard hours

ROI Tax, LLC – Lake Oswego, OR 97035

Apply Now

Position Available

Senior Tax Accountant & Consultant (full-time)

ROI Tax is hiring! We are looking for someone who has core values that match the firms and has big dreams and wants to make their dreams become reality. If that speaks to you, please keep reading!

Do you thrive with routine systems and processes?

Are you the type of person who aims for accuracy and has integrity in their work?

Do you value education and thrive in a growth environment?

Is this job posting getting you fired up!? Then keep reading!

Are you the type of person who believes that being open, honest, and transparent is how you move the needle and make progress?

At ROI Tax we thrive to create a client focused environment, operating on tried-and-true systems, that create an energized work environment. We operate on our core values of Accuracy, Integrity, Transparency, Education, and Client Focus.

Our goal in hiring for this Senior Tax Accountant & Consultant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. We want to invest in you so that you become a key component in the company’s growth.

Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the work load in an efficient manner.

We are looking for someone to jump in and master the current process, and focus daily on improvement, with a humble spirit.

We are expanding in a major way, and know that having the right team, makes all the difference. Please continue reading to learn more about the position:

About Us

ROI Tax, LLC was formed with the goal of providing the best possible service to our clients by combining thorough and timely tax review and preparation, strategic consulting to help individuals and businesses obtain greater control over their tax liability, and year-round tax planning as a key component of a larger financial plan. ROI Tax has recently merged with Ohanesian, CPA to work towards this goal, joining two experienced and like-minded teams of accounting and financial professionals.

We are aggressively pursuing opportunities to buy out and partner with other practices lead by experienced CPAs seeking to retire in 3-5 years. Our goal is to open new offices in the Portland Metro area, Bend, and Vancouver, WA over the next 10 years while building up a strong team of tax consultants to operate as managers of these offices. As we develop a proven record, we are also seeking to expand nationally.

ROI Tax, LLC is a sister company of ROI Financial, LLC. ROI Financial is a Registered Investment Advisor and provides financial planning, wealth management, and other related financial advising services to its clients.

Position Overview

This position is for a licensed CPA with 5-10 years of experience with an interest in stepping into a lead CPA position as a partner.

Position Responsibilities

• Work with our expanding team of financial and related industry professionals.
• Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
• Maintain complete and accurate documentation to support each tax return.
• Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
• Receive, review, and resolve federal and state income-tax controversy and inquiries.
• Use tax portal to deliver and exchange tax documents with clients.
• Maintain corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
• Ensure staff work-assignments flow properly and are completed accurately and timely.
• Implement technology within client assignments and internal processes.
• Support team members’ and one’s own pursuit of relevant professional development through current client assignments and outside continuing education and study.

Preferred Experience and Qualifications

• Bachelor’s degree in accounting or related field.
• Licensed as a CPA.
• At least 5-10 years of experience in related position.
• Experience managing an office with supporting staff.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Willingness and ability to adapt to changing priorities as the organization grows.
• Demonstrated high level of self-motivation to drive effectiveness and efficiency.
• Superior verbal and written communication skills, including presentation skills.
• Experience with UltraTax or similar tax preparation software, QuickBooks, and Microsoft Office.

Compensation

$75,000 – $100,000 per year, depending on experience and qualifications

Schedule

Monday-Friday standard hours

Workload and hours will increase during tax season each year.

Job Type: Full-time

Salary: $75,000.00 – $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• Are you located in the Portland Metro?

Education:

• Bachelor’s (Required)

Experience:

• Accounting: 5 years (Required)

License/Certification:

• CPA License (Required)

Work Location: One location

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