Financial Planner
MassMutual Oregon
About MassMutual Oregon MassMutual Oregon is the fastest-growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual's goals, values, and long-term vision. We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions - we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well. We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand-new to the career or a seasoned advisor. Who We're Looking For We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long-term impact in the lives of clients and in Bend Oregon communities. The Ideal Candidate Is * Relationship-focused and client-centered
* Accountable and self-driven
* Coachable and growth-oriented
* Professionally polished
* Experienced in leadership, networking, education, customer service, or other client-facing roles
* Passionate about helping others succeed financially You do not need a traditional financial background. We're looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact. Why Become a Financial Advisor Now? There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future. At the same time, MassMutual Oregon is expanding and investing heavily in: * Mentorship & coaching
* Professional development
* Licensing support
* Business planning guidance
* Marketing resources
* Office infrastructure
* A collaborative, mission-driven team environment You will not build a practice alone - you are building your own business with the full backing of a respected and established financial brand. What We Provide * Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
* Comprehensive training and mentorship
* Business planning and practice-building guidance
* Marketing and branding resources
* Office space, technology, and operational support
* Hybrid opportunities for Experienced Advisors
* A collaborative team culture focused on growth and service
* The strength and credibility of MassMutual, a Fortune 100 company This Career Is Ideal For You If * You enjoy helping people
* Want to build long-term relationships
* Seek autonomy and entrepreneurial growth
* Desire a career with purpose and impact
* Are motivated by personal and professional development
* Want to create long-term financial stability for themselves and their clients
* Experienced Financial Advisors Join Us If you are ready to build a meaningful career, make a lasting impact, and grow with a firm that is transforming financial services in Oregon, we'd love to meet you. Apply today and start building a career with purpose, impact, and unlimited potential. MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law. Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Bend, OR vacancy
- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$19 - $23 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...SuggestedImmediate start$19.71 per hour
...management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative...SuggestedFull timeWork at office- ...Job Description Job Description Position Summary We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all aspects of the business are of high...SuggestedWork at office
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at office$20.25 - $22.5 per hour
...Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area- ...through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications...Work experience placementWork at officeImmediate start
$19.71 per hour
...management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative...Full timeWork at office- Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeWeekend workDay shift
- ...there is not an immediate opening for every location listed*****At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Full timeWork at officeImmediate startShift workDay shift
- ...individuals who are ready to build a meaningful career while making a lasting impact on the lives of others. No prior experience in financial services is required. We provide comprehensive training, mentorship, licensing support, and ongoing development to help you build...Work at officeLocal areaWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual’s... ...that all voices are heard. We are seeking an Associate Financial Planner who shares our vision and values. The ideal candidate has a...Work at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...Work at officeImmediate startMonday to FridayShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$18 - $24 per hour
...deepens knowledge ofColumbiaBank's product and service offerings and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services. Display curiosity in order toidentify fraudulent activity Read...Part timeLocal areaRelocation packageNight shift- ...for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the...Full timeLocal areaMonday to Friday
- **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Bend, OR West branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding...Night shift
- Columbia Bank - - Responsibilities: Process teller transactions with accuracy and confidentiality; Balance cash drawer daily; Provide exceptional client service and identify client needs; Refer basic bank products to partners; Maintain compliance with policies and procedures...Part time
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...Regular Your opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client...Full timeFlexible hours
$117.4k - $161.37k
...environmental sustainability, inclusion and belonging. General Purpose Provides dedicated operational performance, compliance, financial, and capital governance support for Power Delivery field operations. This position is responsible for analyzing district...Full timeTemporary workFor contractorsLocal area- ...will support both retail and commercial customers, strengthen customer relationships, and help identify solutions that meet their financial needs.If you enjoy working with people, thrive in a fast-paced environment, and are passionate about providing outstanding customer...Full timeWork at officeMonday to Friday
- ...Job Description: POSITION SUMMARY: The Financial Analyst III is a key contributor in modeling business scenarios and metrics that are used to make strategic company decisions. They are also responsible for reviewing the work of others, and leading and mentoring...Work at officeFlexible hours
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
- ...and receive training to help you grow in this position.Serves as a senior technical advisor and recognized technical authority for financial management programs supporting Facilities Management and Security Services (FMSS).Independently plans, develops, and coordinates...
- Jobs for Humanity is partnering with OneMain Financial to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing,...Full timeTraineeshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- associate corporate finance Bend, OR
- financial advisor development program Bend, OR
- financial planning assistant Bend, OR
- jde finance consultant Bend, OR
- financial advisor training program Bend, OR
- financial counselor Bend, OR
- financial planning administrator Bend, OR
- financial planner Bend, OR
- financial advisor associate Bend, OR
- finance associate Bend, OR




