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

Financial Advisor with Sales Background

New York Life - Greater Oregon

Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At New York Life – Greater Oregon our mission is to identify, recruit, and develop exceptional financial professionals, empowering them to achieve levels of success they may never have imagined through meaningful work that makes a lasting difference for clients, the office, and the community. Led by an award-winning leader who previously served as Managing Partner of New York Life's Nashville General Office, was named Partner of the Year in Alaska, and earned two consecutive Executive Council qualifications as an advisor, our team is built on mentorship, continuous learning, and accountability. We believe that with the right training, support, and opportunity, driven individuals can become confident leaders while helping families and businesses achieve financial security. Beyond the office, we're proud to give back to our community by supporting organizations like Camp Erin Oregon and the Down Syndrome Network Oregon (DSNO). Meet Our Team Ryan Myers – Senior Partner: Ryan joined New York Life 12 years ago and now serves as a Senior Partner, where he is passionate about developing financial professionals and helping clients achieve their goals. Before New York Life, he worked as a certified snowboard instructor and bartender/restaurant manager, building a strong foundation in leadership and client service. Outside of work, Ryan enjoys snowboarding, fishing, and spending as much time outdoors as possible with his dog, Kinley. Eduardo Torres – Financial Services Professional: Eduardo joined New York Life two years ago after a successful career as a personal trainer, where he developed a passion for helping others reach their goals. He recently qualified as an Executive Council agent, reflecting his dedication to serving clients and achieving excellence early in his career. Today, he enjoys guiding individuals and families toward financial confidence while continuing to prioritize health and wellness. Outside of work, Eduardo is passionate about fitness and practices jiu-jitsu. Cadron Swanby – Financial Services Professional: Cadron joined New York Life in 2026 after building his career in marketing, sales, and business development. Prior to New York Life, he served as Head of Marketing and Sales at EVO and also gained valuable experience in solar sales. Outside of work, Cadron enjoys music and spending time DJing for friends and family. You may be a strong fit if you: Have prior sales, management, or business development experience. We invest heavily in training and development. Have previously run your own business Hold an MBA or other advanced degree This opportunity is ideal for individuals who are: Ambitious, competitive, and results-driven Coachable and growth-minded Natural leaders or aspiring leaders Comfortable being accountable for outcomes Motivated by building and leading others Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.* Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.* Compensation: This is a commission-based sales position. Compensation is tied to individual production and may vary based on performance. Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available. #J-18808-Ljbffr New York Life - Greater Oregon

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor with Sales Background in Portland, OR vacancy
  • $80k - $200k

     ...skills and experience — talk with your recruiter to learn more...  ...Individuals | Finance | Sales YOUR CAREER WITH NORTHWESTERN...  ...MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients...  ...who come from varying backgrounds and experiences to build rewarding... 
    Suggested
    Full time
    Work experience placement
    Internship
    Work at office
    Relocation

    Northwestern Mutual

    Vancouver, WA
    3 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... 
    Suggested
    Part time
    Local area

    Bmo

    Portland, OR
    13 hours ago
  •  ...Personal Banker to be a trusted advisor and problem solver for clients...  ...network. You will engage with clients to uncover needs, open...  ...provide guidance to support their financial wellness while collaborating...  ...policies. Strong communication and a sales mindset are essential for... 
    Suggested

    KeyBank

    Portland, OR
    2 days ago
  •  ...driven finance professionals to grow and manage client relationships through comprehensive financial planning. The role emphasizes mentorship, training, and community impact, with a focus on leadership development and personal accountability. Expect a commission-based... 
    Suggested
    Remote job

    New York Life - Greater Oregon

    Portland, OR
    3 days ago
  •  ...common purpose to help make financial lives better through the power...  ...committed to an in-office culture with specific requirements for...  ...to the required SAFE Act background check and registration process...  ...financial service industry and/or a sales environment where goals were... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    5 days ago
  •  ...common purpose to help make financial lives better through...  ...an in-office culture with specific requirements for...  ...a Financial Solutions Advisor Stage I (FSA I), your...  ...the required SAFE Act background check and registration...  ...financial services industry or sales experienceBilingual... 
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Gresham, OR
    3 days ago
  •  ...Overview: MassMutual is a global, diversified financial services organization whose companies...  ..., and institutional clients. A career with MassMutual Oregon, a general agency of...  ...innovative products, access to powerful sales tools, and a large resource network. It also... 
    Full time
    Local area

    MassMutual Oregon

    Lake Oswego, OR
    a month ago
  • $15 per hour

     ...Financial Solutions AdvisorAt Bank of America, we are guided...  ...everyone. We hire individuals with a broad range of backgrounds and experiences and invest...  ...generation of Financial Advisors—those with a passion for growing...  ...service industry and/or a sales environment where goals... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial...  ...training programs equip you with the education, skill-building...  ...maintaining one of the best-trained sales forces in the country. We...  ..., a national criminal background check is required. Should the... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Portland, OR
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward...  ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’...  ...unique experiences and professional backgrounds. We value an inclusive... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    1 day ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading...  ...a personal relationship with their advisory team...  ...represents an array of different backgrounds and bring their unique...  ...industry and/or a sales environment where goals were... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  •  ...volume of applicants. Join a financial services firm where your...  ...company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada,...  ...experience, or a background in financial services, sales, or a field that has developed... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Milwaukie, OR
    4 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services...  ...come from a variety of career backgrounds, including outside sales, business management,... 

    Thrivent Financial for Lutherans

    Vancouver, WA
    2 days ago
  •  ...MassMutual is a global, diversified financial services organization whose...  ...clients. A career with MassMutual Oregon, a general agency...  ...products, access to powerful sales tools, and a large resource network...  ...law. Financial Advisor Professionals are independent... 
    Full time
    Contract work
    For contractors
    Local area
    Immediate start

    MassMutual Oregon

    Lake Oswego, OR
    a month ago
  • $34k

     ...Lennar Outside Sales PositionWe are Lennar. Lennar is one of the nation's leading homebuilders...  ...both internally and externally. Meet with and interview prospective customers,...  ...locations to collect and analyze customer financial information, advise customers on the risks... 
    Full time
    Live in
    Local area
    Flexible hours
    Afternoon shift

    Lennar

    Vancouver, WA
    2 days ago
  • $45k - $100k

     ...of applicants. Join a financial services firm where your...  ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...experiences and professional backgrounds. We value an inclusive...  ...services and/or sales experience Financial services... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    2 days ago
  •  ...Make an impact providing expert financial advice with heart. Thrivent is a different kind...  ...Thrivent’s comprehensive advisor onboarding program. After onboarding...  ...have come from a variety of career backgrounds, including outside sales, business management, education,... 

    Thrivent

    Portland, OR
    5 days ago
  • Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your...  ...your practice your way - with 100% support from us. About...  ...experiences and professional backgrounds. We value an inclusive... 
    Work at office
    Work from home
    Home office

    Edward Jones

    Lake Oswego, OR
    3 days ago
  • $10k - $49.99k

    Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management...  .... Although you may be affiliated with an agency, you are responsible for your...  ...local law. All candidates must pass a background check and fingerprinting as required by... 
    Contract work
    For contractors
    Traineeship
    Self employment
    Work at office
    Local area
    Flexible hours

    WealthBridge Financial Group

    Vancouver, WA
    2 days ago
  • $70k - $80k

     ...common purpose to help make financial lives better through the power...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...build a successful career with opportunities to learn, grow,...  ...service industry and/or a sales environment where goals were... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Beaverton, OR
    4 days ago
  • Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals...  ...who come from varying backgrounds and experiences to build rewarding...  ...competitive sports Business or sales internships Family business... 
    Full time
    Internship
    Work at office

    Northwestern Mutual

    Portland, OR
    3 days ago
  • Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage...  ...pictures, and guiding clients with advice and solutions to...  ...register and undergo the required background check. Failure to obtain or...  ...services industry or sales experience. Bilingual Mandarin... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  • $20.67 - $31.25 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...solutions to assist in client's financial wellness both in person and...  ...attracting new clients to Key and work with existing clients to develop...  ...Banker is a client first, sales-driven, self-motivated, and competitive... 
    Hourly pay
    Day shift

    KeyCorp

    Gresham, OR
    2 days ago
  • $80k - $150k

     ...Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing...  ...internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Portland, OR
    2 days ago
  • $80k - $90k

     ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client...  ...a personal relationship with their advisory team committed...  ...an array of different backgrounds and bring their unique perspectives...  ...service industry and/or a sales environment where goals were... 
    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...  ...Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’... 
    Full time
    Part time

    SkyKey Financial

    Tualatin, OR
    2 days ago
  • $170k - $210k

     ...Description   Why Work at Mercer Advisors? For more than 40 years,...  ...amplify and simplify their financial lives by integrating financial...  ...reflecting the clients we serve. With a flexible, national footprint...  ...firms, Mercer has a dedicated Sales team allowing our advisors can... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    8 days ago
  • $20.5 - $24.75 per hour

     ...The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work...  ...You’ll engage in consultative conversations with members to establish a strong rapport and... 
    Hourly pay
    Full time
    Work at office

    First Tech Federal Credit Union

    Vancouver, WA
    6 days ago
  •  ...various insurance products. The ideal candidate will have a successful sales background and a Property and Casualty license. The position offers a competitive salary structure plus commission, along with opportunities for advancement, flexible hours, and valuable work... 
    Work experience placement
    Flexible hours

    John Proctor State Farm Insurance

    Portland, OR
    4 days ago
  • $110.7k - $218.3k

     ...and implement NetSuite solutions that align with their business goals and deliver measurable results...  .... This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance... 
    Local area
    Visa sponsorship

    Deloitte

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

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