Financial Advisor
WestPac Wealth Partners
At WestPac Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. Our commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: Career Requirements When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Requirements 4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain) What We Provide Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culture Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches #J-18808-Ljbffr WestPac Wealth Partners
- ...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...SuggestedWork at officeWork from homeHome office
Edward Jones
Lake Oswego, OR2 days ago $61k - $119k
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Lake Oswego, OR3 days ago- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
West Linn, OR2 days ago - ...Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the... ...sharing of concepts and ideas is paramount to the growth of each advisor’s practice, so we believe in cultivating an environment that promotes...SuggestedLocal area
Pacific Capital Resource Group
Lake Oswego, OR2 days ago $61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFor contractorsWork at office- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Corvallis, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Salem, Oregon; Salem, Oregon; Gresham, Oregon;...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
West Linn, OR1 day ago - ...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
Bank of America
West Linn, OR4 days ago $80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Lake Oswego, OR2 days ago- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
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Tualatin, OR2 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Portland, OR3 days ago$57.5k - $106.5k
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Portland, OR1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Portland, OR1 day ago $80k - $105k
...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing... ...Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per weekAldrich
Lake Oswego, OR4 days ago$29.39 - $44.09 per hour
...is $29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset....Hourly pay16 hoursFull timeImmediate startRemote workTwinStar Credit Union
Portland, OR2 days ago- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift
Bank of America
Oregon City, OR1 day ago $90k - $110k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurClackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Clackamas, OR2 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Portland, OR1 day ago- ...BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products, focusing on the customer’s best interests. You will coordinate with team members to recommend investments, insurance, and retirement solutions...
Bmo
Portland, OR5 days ago - ...Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. The role requires strong communication skills and a desire to help others, providing guidance to families to secure their financial futures. As part...Immediate startWork from home
Medium
Portland, OR4 days ago - ...Managing Director WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused...Visa sponsorship
WealthBridge Financial Group
Beaverton, OR10 hours ago $120k - $300k
...Somewhere along the way, “financial advisor” started meaning “full-time prospector who occasionally gives advice.” Not here. We built Asset Preservation Wealth & Tax on education: The Asset Preservation Hour, seminars, workshops, and retirement content that bring pre-retirees...Full timeAsset Preservation Wealth & Tax
Portland, OR10 hours ago- The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to assist them in planning and managing their account balances related to specific...Minimum wageFull timeWork at officeLocal areaShift work
$20.54 - $27.78 per hour
...Herzing University in Portland, Oregon, is looking for a Financial Aid Advisor. In this customer service position, you'll assist a diverse student population with financial aid processes and funding options. This role offers a comprehensive benefits package, including...Hourly payRemote workHerzing University
Portland, OR5 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors...Full timeInternshipLocal areaFlexible hoursUnavailable
Lake Oswego, OR2 days ago- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...
Mariner
Tigard, OR4 days ago $15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and...Work at officeImmediate startShift workDay shiftBank of America
Portland, OR4 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Lake Oswego, OR2 days ago- ...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) and learn foundational advisor skills—including acquiring, building and managing...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Portland, OR10 hours ago $68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal areaLPL Financial
Lake Oswego, OR4 days ago- ...Job Description We are guided by a common purpose to help make financial lives better. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or...Shift workWeekend workDay shift
Bank of America
Tigard, OR10 hours ago
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