Financial Services Representative/ Financial Advisor
MassMutual Oregon
Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients. A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals. Who We Are Looking For: MassMutual Oregon is looking for local, early to mid-career professionals to join our offices around Oregon. We are searching for individuals that demonstrate a unique combination of ambition, self-motivation and commitment to building a business and establishing long-term client relationships. Responsibilities: Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual Oregon. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients. As a Financial Representative, your journey begins with the foundational skills needed - from acquiring, building and managing client relationships, to humanizing complex financial interactions. MassMutual Oregon will provide you with an industry leading training program, including structured classes, personalized coaching, and ongoing career development. Responsibilities in the career include: Effectively sourcing prospects and utilizing client acquisition techniques. Consulting with clients on financial strategies based on their financial goals. Complying with all regulatory requirements, including licensing and registrations. Meeting production goals as outlined in training programs. Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks. Expanding your knowledge and skills through ongoing professional development and networking. Requirements 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional. Bachelor's degree is preferred. Exemplary communication, presentation, and time-management skills. Ability to explain complex information in a simple and concise manner. Networking acumen with the potential to tap into both personal and professional communities. Entrepreneurial spirit with the desire to learn and specialize in financial services. Highly motivated and business-minded individual. Positive attitude and willingness to be held accountable for results. This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals. #J-18808-Ljbffr MassMutual Oregon
- ...Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset... ...relationships. Responsibilities: Becoming a Financial Representative means having the independence that it implies, but with...SuggestedLocal area
$70k - $80k
...within 24 hours 401(k) matching Bonus based on performance Health insurance Paid time off Role Description As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products...SuggestedFull timeFor contractors- ...year-old organization that thrives on Member Satisfaction and Legendary Service. Responsibilities: Making daily warm sales calls from our large membership database Identifying the financial needs of our members and translating the importance and benefits of...SuggestedWeekly payFull timeLocal areaRemote workWork from home
- ...MassMutual We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're seeking a... ...interested in new market opportunities, expanding products and services, or providing clients with more stability. Job Summary As a Financial...SuggestedFull timeWork experience placement
$40k - $100k
...needs, and market appropriate products and services. Benefits as an Agent Team Member... ...experience (outside sales or inside sales representative, retail sales associate, or... ...Enthusiastic about the role insurance and financial products play in helping people manage...SuggestedFull time- Benefits: 401(k) Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Chad Elder State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products...
$80k - $100k
...Financial Services Representative State Farm Agent Team Member As a Financial Services Representative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...For contractorsWork at office- ...ABOUT OUR AGENCY: Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA... ...both in and out of the office! ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Courtney Rogers -...Work at officeLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... .../or a minimum of one year of financial services industry or sales experienceBilingual...Full timeWork at officeImmediate startShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates...Full timeTemporary workWork at officeImmediate startShift workDay shift
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workMonday to FridayShift workDay shift
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...full-time Financial Representative or Advisor role upon graduation. Qualifications... ...strength and access to the best products and services for our clients. Our Financial...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...full-time Financial Representative or Advisor role upon graduation. Qualifications... ...strength and access to the best products and services for our clients. Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $135k
...Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments... ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...Work experience placementWork at officeWork from home- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene... ...and investment products and services for individuals, companies, and institutions... .... Our Wealth Management team represents an array of different backgrounds and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us - and we know you have options. But we offer something the competition simply can’t: our unique business...Work at officeWork from homeHome office
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials... ...’s degree and/or a minimum of one year of financial services industry or sales experience. Bilingual Mandarin preferred...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Credit Analyst...Work at office
$25.49 - $31.15 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s...Temporary workLocal area$110k - $130k
...Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Senior Credit...Work at office- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents...Contract workFor contractorsWork at office
- ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help clients... ...'s planned and unexpected moments with the right financial services and insurance products. COUNTRY Trust Bank Financial...Contract workFor contractorsWork at office
$65k - $95k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Courtney... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...Hourly payFor contractorsWork at office- A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and advice to individuals and families at various financial stages. Your responsibilities include building client relationships...
$50k - $60k
...annually (DOE) Schedule: Monday-Friday Hours: 9:00am-5:00pm About the Employer- A well-established Pacific Northwest financial services organization specializes in facilitating complex real estate transactions and supporting property investors through regulated...Monday to Friday- ...producing team. This role requires outstanding attention to detail, client service, and integrity with respect to confidential information. You will review documents, support financial planning with advisors, process transfers and trades, and ensure compliance with policies...
- ...Ideal candidates have 2 years of underwriting experience, a business/finance background, and strong MS Office skills. Join a fast-growing financial services company that values growth and confidentiality within a high-performance culture. #J-18808-Ljbffr Dext Capital, LLC
- ...exceptional Registered Client Associate to join a high-producing team. This role requires outstanding attention to detail, client service excellence, and the ability to balance multiple requests with integrity and confidentiality. Qualified candidates will have SIE and...
- A national financial services company is seeking a Senior Credit Analyst to analyze and underwrite complex credit transactions. The ideal candidate will have over 5 years of experience in large ticket equipment underwriting and a strong analytical mindset. Responsibilities...
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