Financial Advisor

When did “financial advisor” start meaning “full-time marketer/prospector who occasionally does planning and gives advice?” We built Asset Preservation Wealth & Tax on education — The Asset Preservation Hour, seminars, workshops, and retirement content that bring pre-retirees and retirees to our advisors when they're ready for the conversation. Our Portland/Lake Oswego office has more demand than advisor capacity; that’s the problem you solve. If you can take a household from discovery through decision; if you can close the business when it's a fit and gather the assets, we can fill your calendar immediately . What you'll do Meet with pre-retirees and retirees who found us through our TV/radio, seminars/workshops, and digital presence. Lead discovery, connect investments with retirement income, taxes, Social Security, estate coordination, and protection, and present one integrated recommendation. Answer the hard questions, ask for the business, and carry accepted decisions through a clean implementation handoff. Own the relationship and follow-through while planning, tax, estate, insurance, new-business, and operations teams work behind you. What you get Top-tier, negotiable compensation: base plus a meaningful share of the revenue you generate. If you’re a fit, compensation won’t be the reason this doesn’t come together. An education-led demand engine and an established Portland/Lake Oswego presence, so your week goes to planning, presenting, and closing — not cold outreach. A complete retirement platform — investments, income, taxes, estate coordination, insurance, and annuities — so you're never boxed into one product conversation. Direct access to the people who built the model: Stewart Willis, our president, personally leads training and development for this seat. Who this is for You've personally closed complex retirement business and can prove it — your discovery, your recommendation, your ask, your funded clients. You run a plan-first process and will recommend advisory, insurance, or annuity solutions when they're right for the household — and decline them when they're not. You don't need a portable book. You need a platform that keeps you in front of the right people. Who it is not for Pure portfolio managers, AUM-only purists who won't evaluate an appropriate annuity, service advisors who don't want conversion accountability, and lone wolves who want firm-generated opportunities without coaching, standards, or shared process. What you need An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation). An active life insurance license. A credible way to serve the Portland/Lake Oswego market in person, client-facing. If you're the closer we just described, we'd love to learn more about you and share what we've built. #J-18808-Ljbffr Asset Preservation Wealth & Tax