<h1>Associate Advisor</h1>&nbsp;Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term.&nbsp;We meet folks where they are and listen, with a desire to hear them.&nbsp;We work with many young families, widows/widowers, and those planning for retirement.&nbsp;We are fee-only (no commission products) and exclusively work as a fiduciary to our clients. Overview:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<ol><li>Axiom Wealth Strategies was founded in 2021 by Neal Richards because of the rapid growth of his practice at a small independent RIA firm.&nbsp;</li><li class="ql-indent-1">Axiom is Small and nimble with 3 employees.&nbsp;We provide planning services (MoneyGuide) and asset management through LPL Financial and Altruist.&nbsp;</li><li class="ql-indent-1">Our core values are Curiosity, Courage, Truthfulness, and living in a way that embraces the idea that “wealth is in wisdom,” alone.</li><li>Axiom is expected to continue to grow rapidly, which will require the implementation of new technologies and services quickly.&nbsp;The goal is to be a trusted and valuable resource to our neighbors, our community, and to humanity at large.&nbsp;</li><li class="ql-indent-1">Our lead generation system adds 30-70 prospective new clients per month. Our growth rate is limited to our current Advisors time and firm capacity.</li></ol> Career Path:<ol><li>Learn the Axiom way 0-12 months. Zero prospecting.</li><li>Begin leading meetings 12-36 month.</li><li>Lead your own team once client volume and AUM thresholds are met.</li></ol>&nbsp;Opportunity:<ol><li>Learn every aspect of the Financial Planning Profession and begin solving problems, as a team, for clients right away.&nbsp;</li><li>The ideal candidate would be CFP certified and familiar with the Diamond Teams structure.&nbsp;They would have excellent communication skills and would operate well independently.&nbsp;They would have the heart of a teacher and be eager to learn something new every day.</li><li>A passive approach to investing preferred, but not necessary.&nbsp;The ideal candidate would be interested in becoming a senior advisor focusing on Financial Planning.</li><li>No prospecting required.&nbsp;</li><li>This position offers the potential to quickly work up to the lead advisor position.</li></ol>

Associate Financial Advisor

Axiom Wealth Strategies
Oregon

Job Summary

Additional Details

Associate Financial Advisor

Axiom Wealth Strategies Oregon

Job Summary

Additional Details

Axiom Wealth Strategies
Oregon