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
$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Lake Oswego, OR4 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, OR3 days ago - ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon To proceed...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Lake Oswego, OR4 days ago $90k - $130k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurLake Oswego office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...SuggestedFull timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Lake Oswego, OR1 day 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...SuggestedWork at officeWork from homeHome office
- ...own their business and help clients 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...Contract workFor contractorsWork at office
- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver, Washington; Salem, Oregon; Lake Oswego, Oregon To proceed with your application, you must be at least 18 years of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank 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
SkyKey Financial
Tualatin, OR2 days ago - Entry Level or Experienced Financial Advisor About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in...Internship
- ...households nationwide. Since 1997, we have pursued personalized financial planning and investment management through team‑based... ...Job Functions Manage client relationships and assist senior advisors with complex portfolios to maintain the WEG planning‑based standard...Full timeFlexible hours
$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, OR1 day ago- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
MRINetwork
Clackamas, OR19 hours 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, OR4 days ago- ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
Bankers Life
Portland, OR2 days ago $72k - $110k
...Financial Advisor – Addison Avenue Investment Services 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...Work at officeImmediate startFirst Tech Federal Credit Union
Beaverton, OR19 hours ago- Pacific Capital Resource Group in Lake Oswego, Oregon, seeks entry-level or experienced Financial Advisors to assist clients in achieving long-term financial goals, focusing on tax reduction. The role includes developing financial plans and designing retirement plans for...
- ...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 that align with their goals....
WealthBridge Financial Group
Portland, OR15 days 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, OR2 days ago - Managing Director | WealthBridge 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...Visa sponsorship
$90k - $130k
Wealth Enhancement Group in Lake Oswego, Oregon, is seeking a VP Financial Advisor to join an advisory team. This role involves managing client relationships, facilitating the financial planning process, and sourcing new clients. Ideal candidates will have a 4-year degree...- Bank of America is seeking a Financial Solutions Advisor for their Advisory Development Program Stage I in Portland, Oregon. This role involves obtaining Securities Industry licenses while learning to build and manage client relationships effectively. As part of the program...
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships. After licensing, you will deliver core banking...
- ...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, OR3 days ago $80k - $200k
A financial services company in Portland seeks ambitious professionals to become Financial Advisors. This is a full-time, in-person position offering a unique opportunity to launch your career with strong mentorship and uncapped income potential reaching between $80,000...Full time- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions...
$60k - $125k
...Wealth Advisor- Portland/Lake Oswego Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management.... ..., they turn to us for unwavering support and guidance on their financial journeys. As a company, we are very growth-minded with a steady...Temporary workWork at officeFlexible hoursCarson Group Holdings, LLC
Lake Oswego, OR4 days ago- Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products. Successful candidates will have...Work at office
- Aldrich Wealth LP is seeking a skilled Financial Planner to analyze complex financial data and create comprehensive financial plans. As part of a dynamic team, you will directly interact with clients, helping them achieve their financial goals. The ideal candidate has at...
$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, OR3 days ago- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
Mariner
Tigard, OR2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial associate Lake Oswego, OR
- financial planner cfp Lake Oswego, OR
- financial consultant Lake Oswego, OR
- financial planning assistant Lake Oswego, OR
- financial advisor associate Lake Oswego, OR
- estate planning consultant Lake Oswego, OR
- jde finance consultant Lake Oswego, OR
- financial advisor development program Lake Oswego, OR
- financial planning associate Lake Oswego, OR
- financial planner Lake Oswego, OR