Financial Services Representative
MassMutual Oregon
MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision. We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well. We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor. Who We’re Looking For We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and Vancouver Washington communities as well as Oregon communities. The Ideal Candidate Is Relationship‑focused and client‑centered Accountable and self‑driven Coachable and growth‑oriented Professionally polished Experienced in leadership, networking, education, customer service, or other client‑facing roles Passionate about helping others succeed financially You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact. The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field Ability to obtain Life & Health, SIE, Series 7, Series 66 Excellent interpersonal skills Established client relationships and business development ability Authorization to work in the U.S. Why Become a Financial Advisor Now? There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future. At the same time, MassMutual Oregon is expanding and investing heavily in: Mentorship & coaching Licensing support Marketing resources Office infrastructure You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand. MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law. Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract. #J-18808-Ljbffr MassMutual Oregon
$150k
Overview Full Time in Sheboygan Falls, WI Replies within 24 hours Role Description Future Agent - Internship Training Program. I am hiring individuals into my Future Agent - Internship Training Program who are interested in this opportunity to be their own boss in the future...SuggestedFull timeInternshipWork at office$42k
...someone who genuinely enjoys people, conversations, and helping families and business owners make smart financial decisions. Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate: Retirement planning...Suggested- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$90k - $110k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing...SuggestedFull timeTemporary workWork at officeFlexible hours$80k
...we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team... ...financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship...SuggestedTemporary workLocal areaFlexible hours- ...Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with...Full timeTemporary workPart timeFlexible hours
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...People Helping People\", join our team! The Financial Advisor with an investment/trust/estate... ...for providing exemplary member service and has demonstrated ongoing proficiency... ...experience as an Insurance, Investment or Trust Representative or a similar position. Must have life...Work at officeImmediate start
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry... ...Bachelor’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
- ...Team Members from all walks of life. Join Team MVB today! MVB Financial Corp. (“MVB”) is publicly traded on The Nasdaq Capital Market®... ..., Inc. (“MVB Bank”) and the bank’s subsidiaries, MVB provides services to individuals and corporate clients in the Mid-Atlantic region...Full timeTemporary workPart timeWork experience placementFlexible hours
- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...Values Learn about our four values that represent what we believe. Pay Transparency #J-1...Work at officeFlexible hoursShift workWeekend workDay shift
$104.2k - $156.3k
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand... ...environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need...Full timeFlexible hours$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 hours$81.86k - $120.41k
...protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-... ..., Portfolio Manager, Trust Advisor and Service Administrator to build the wealth... ...posted compensation range on this listing represents UMB's good faith and reasonable estimate...Full timeWork at officeLocal areaFlexible hours- ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve... ...group meetings with LPL-Institutional Services. Perform other duties as assigned.... ...Professional demeanor and ability to represent the organization positively. Preferred...Full timeWork at officeMonday to FridayFlexible hours
- ...Act as a dedicated representative assigned to a specific branch or multiple branches Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers and prospective customers Provide advice-based financial solutions for an assigned book of business Solicit...Work at office
- ...The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer...Full time
- ...Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills while building client relationships in a financial center. You will deliver Bank of America’s core banking, investment...
$90k - $150k
...Financial AdvisorOur Madison, Wisconsin office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company...Full timeWork at officeFlexible hours- ...A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, building relationships and providing financial education. This role offers the flexibility of remote or hybrid options, a generous compensation structure,...Remote work
$80k - $108k
...professional home, Wipfli offers a career-defining opportunity. Job Summary We are seeking a Senior Consultant to deliver financial advisory services to Federally Qualified Health Centers (FQHCs). In this role, you will partner with senior finance leaders-such as CEOs,...Temporary workWork experience placementLocal areaRemote workFlexible hours- ...Entry Level Financial Advisor Location: United States-WI-Madison Organization Equitable Advisors is dedicated to making a positive... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...Work experience placementWork at officeLocal areaFlexible hours
- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 20-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company...Temporary workFlexible hours
$90k - $110k
Financial Advisor - Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio... ...from existing clients, Manage client relationships and client service as needed Assist the Financial Advisor during client meetings...Full timeTemporary workWork at officeFlexible hours$90k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing...Full timeWork at officeFlexible hours$41.5k - $65.5k
...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...Pay Type: Salaried The above represents BMO Financial Group's pay range and type...Contract workPart timeLocal areaImmediate startDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$75k - $100k
...effective, analytics-based strategies? We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an...Work at office- ...relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail... ...requests. Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or...Work experience placement
- ...Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the... ...and the role each employee plays in delivering on our Customer Service Promise each day. Through your involvement in day‑to‑day...Live outWork at office
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