Wealth Management Assistant

Job Description/Profile

We are looking to add a detailed-oriented Wealth Management Assistant with a passion for creating value and helping others. The Wealth Management Assistant is a key position which supports the Financial Advisor by delivering a service experience of the highest quality to clients.

Professionals in this position support advisory teams with administrative responsibilities, including client prep, back-office paperwork, client and business growth support, and client service administration.

Talents and Experience Required:

  • You are detail-oriented, well organized, and efficient.
  • You are nimble, forward-looking, and able to self-govern
  • You maintain a professional image and represent the company and your team in a positive and service driven manner.
  • You are open to feedback and constructive criticism
  • You have compassion and empathy for those around you
  • You are able to execute, create processes, and follow through with deadlines.
  • Two years of administrative/sales support experience in the financial services industry is preferred but not required.
  • FINRA Series 7 & 66 and Oregon Life and Health Insurance licensure is preferred but not required. Willingness to attain these licenses is favorable.
  • Background check and fingerprinting required, performed by designated broker-dealer.

Does this list describe you? If so, we want to meet you!

At KDP Wealth Management, LLC we provide tax-optimized wealth management services.

As a Wealth Management Assistant at KDP Wealth Management, LLC, you will be part of an energetic and caring group of professionals, striving to promote a culture of inclusivity and appreciation.


Excellent benefits package to include medical, dental, vision, life insurance, 401(k) with company match, company paid licenses, professional dues and continuing professional education.

Salary is commensurate with experience.

If you meet the specific requirements for the Corporate Controller position, please send your résumé to: E-mail

or mail to:

KDP Certified Public Accountants, LLP
841 O'Hare Parkway, Suite 200
Medford, OR 97504

Securities offered through Avantax Investment ServicesSM,Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM . Insurance services offered through an Avantax affiliated insurance agency.