Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Lake Oswego, OR vacancy
  •  ...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. Responsible Growth is how we run our company and how we deliver for our... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Lake Oswego, OR
    4 days ago
  •  ...Join us at MassMutual Oregon, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom... 
    Suggested

    MassMutual Oregon

    Lake Oswego, OR
    7 hours ago
  •  ...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... 
    Suggested
    Work at office
    Work from home
    Home office

    Edward Jones

    Lake Oswego, OR
    3 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... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Lake Oswego, OR
    5 days ago
  •  ...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...  ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    2 days 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 office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    1 day 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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    4 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 relationship... 
    Full time
    Part time

    SkyKey Financial

    Tualatin, OR
    4 days ago
  • $45k - $100k

     ...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    7 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune500¹ 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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    1 day ago
  •  ...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... 
    Local area

    MassMutual Oregon

    Lake Oswego, OR
    1 hour ago
  • $80k - $105k

     ...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing...  ...contribute to team success. This role works closely with advisors and clients throughout the financial planning process, including... 
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich

    Lake Oswego, OR
    2 days ago
  • $57.5k - $106.5k

     ...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed... 
    Part time
    Local area

    Bmo

    Portland, OR
    7 hours ago
  • $90k - $140k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.... 
    Work at office
    Work from home

    Fisher Investments

    Marylhurst, OR
    1 hour 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 work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Wilsonville, OR
    3 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 pay
    16 hours
    Full time
    Immediate start
    Remote work

    TwinStar Credit Union

    Portland, OR
    4 days ago
  •  ...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... 
    Full time
    Work at office
    Immediate start

    Asset Preservation Wealth & Tax

    Portland, OR
    7 hours ago
  • $110k - $130k

     ...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 time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Clackamas, OR
    4 days ago
  • $85k - $115k

     ...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client... 
    Work at office
    Work from home

    Fisher Investments

    Lake Oswego, OR
    55 minutes ago
  • $72k - $110k

     ...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to... 
    Work at office
    Immediate start

    Digital FCU

    Beaverton, OR
    3 days ago
  • $80k - $135k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    West Linn, OR
    2 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, OR
    2 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,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    6 days ago
  • Somewhere along the way, "financial advisor" became a prospecting job with advice attached. Look at your calendar this week. How many hours go to finding people to talk to — cold lists, networking events, chasing referrals — and how many go to the work you actually trained... 

    Magellan Financial & Insurance Services, Inc.

    Portland, OR
    2 days ago
  • Description: Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio...  ...protected classification under applicable law. Financial Advisor Professionals are independent contractors and are not employees... 
    Full time
    Contract work
    For contractors
    Local area
    Immediate start

    MassMutual Oregon

    Lake Oswego, OR
    a month ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Lake Oswego, OR
    3 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 office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, OR
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Lake Oswego, OR
    2 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 office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Portland, OR
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!