Bank-Based Wealth Advisor — Investment Solutions
LPL Financial
Banner Bank seeks a Wealth Advisor affiliated with LPL Financial to serve as a dedicated representative at one or more local branches in Medford or Eugene, OR. The role focuses on delivering NDIPs and advisory services to a retail client base. You will actively solicit investments and insurance solutions, build partnerships with branch managers, and maintain strong relationships across assigned branches while meeting sales goals with regulatory compliance. #J-18808-Ljbffr LPL Financial
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- ...brand of relationship banking and fostering a... ...client assets. Our advisors average $575,000 in... ...to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced... ...service based on comprehensive planning and investment strategies consistent...SuggestedFull timeImmediate start
$70k - $90k
...Financial collaborates with banks to provide a... ...to join our employee advisor model as a Wealth Advisor affiliated with... ...deliver Non-Deposit Investment Products (NDIPs) and... ...prospective customer base. Serves as an advisor... ...approach to financial solutions for an assigned book...SuggestedWork at officeLocal area$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...and provide guidance and solutions to assist in client's financial... ...expand relationships based on their unique... ...making them feel that no bank will fight harder for them... ...partners such as Key Investment Services, Mortgage and...Hourly payDay shift- Job Description: At Bank of America, we are guided by a common... ...appropriate level of flexibility based on role-specific... ...priorities and connecting clients to solutions that meet the financial goals... ...small business, lending, and investments Manages financial center traffic...Work at officeFlexible hoursShift workWeekend workDay shift
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$18 - $23.08 per hour
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...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...welcoming both new and existing clients to the Bank and assisting them with their account... ...General understanding of PC with Windows based applications and calculator (required)...Hourly payWork experience placementShift workDay shift$18.75 - $25 per hour
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$24 - $29 per hour
...County, OR) OCCU, a member‑owned credit union based in Eugene, Oregon, is guided by its... ...Bankers, also known as Senior Enrichment Advisors, are responsible for providing financial... ...years of similar or related experience in banking, including opening consumer and business...Hourly payPart time2 days per week3 days per week$26 - $29 per hour
...features. OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its... ...Bankers, also known as Senior Enrichment Advisors, are responsible for providing financial... ...years of similar or related experience in banking, including opening consumer and business...Hourly payFull timeMonday to Thursday- ...being. You’ll be rewarded for investing in your community, celebrated... ...by supporting everyday banking needs through in‑branch interactions... ...products, services, and solutions Drive branch growth by identifying... ...Experience building trust-based customer relationships...Full timeWork experience placementFlexible hours
- Join Mercantile Bank as a Full Time Float Teller and embark on an exciting career with endless opportunities for growth. As a key player... ..., Ithaca, Lansing, St Johns and Alma markets. This role will be based out of the Alma Northtown office. Primary responsibilities:...Full timeWork at officeMonday to FridayFlexible hours
$27.42 - $31.15 per hour
...Job Summary Supports Financial Advisors in the day-to-day management of their investment practices by independently coordinating... ...Work This is an in-person role based at 545 E 8th Ave, Eugene, OR 9740... ..., securities, insurance, or wealth-management operations, including...Hourly pay16 hoursFull timeFor contractorsLocal area- ...that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role...
$1,000 per month
...Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...goals Develop newconnections andmaintainonesby engagingcustomers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities whilemaintainingcompliance with all...Local areaMonday to Friday
- ...competitive compensation with incentives and opportunities for advancement across branches. The position is on-site in a classic retail banking setting with a Monday-Friday schedule and occasional Saturdays. Prior sales or customer service experience, and Spanish bilingual...Monday to Friday
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$21.7 - $30.15 per hour
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