Financial Advisor

If you can lead a financial/retirement planning meeting and close the business, you shouldn’t spend half your week hunting for the next appointment, much less on all the other things you're asked to do. At Asset Preservation Wealth & Tax, we separate prospecting from the advisor, along with everything else that isn't your direct expertise. Our media engine books Portland-area pre-retirees and retirees directly onto your calendar. You step into a full schedule, lead each relationship from discovery forward, and earn an elite base salary plus a large chunk of revenue, all without needing a portable book. Where Clients Come From The Asset Preservation Hour airs weekly on network TV, KXL radio, and podcast platforms, backed by year-round Retire Well live workshops and around-the-clock digital campaigns. Every channel leads to the same place: a household, in our Lake Oswego office, ready to talk about income, taxes, investment risk, protection, and legacy. No cold calls, lists, or waiting for referrals to compound. What You Lead You lead the appointment, the relationship, the room, the conversation, and the planning. You own every household from the first discovery meeting to the recommendation, objections, ask, and follow-through. Behind you is a full-service advisory firm: planners who build the analysis, an in-house tax team, estate coordination, and operations staff so you stay focused on clients. Why Advisors Move Here Advisors move here to stop filling their own calendar, spending half their time on non-advisor/planning/revenue-generating work, splitting credit on a crowded team, or handing the close to someone senior. Here, we fund and fill the pipeline, you decide what fits the client, and the credit is yours. Whether you come from a wirehouse, bank, investor center, independent RIA or broker-dealer, insurance practice, or an associate seat, where you learned doesn't matter. The Trade A booked appointment isn't a client yet; your job is to qualify, earn trust quickly, close when it fits, and follow up until assets move. Learn our process before you improve it. Workshops add some evenings, and you give up running your own shop. In return, you get a funded marketing machine, a built platform, and the chance to help as many people as you can, doing things the right way. How You Get Paid A day-one base salary to fit your needs, plus a meaningful share of revenue from advisory fees, annuities, and insurance. Not a draw or commission-only. The more families you help, the more you earn, year after year. What You Bring A track record of leading and closing client decisions as lead advisor running the meeting. Active Series 65 (or 66, or CFP, CPA, or CFA) Active life insurance license. Fluency across retirement income, investments, taxes, distributions, estate, and protection. Reliable follow-up and clean case documentation. Ability to meet Portland-metro households in person at our Lake Oswego office. We prioritize local advisors, but will consider those relocating to Portland. Bring your ability to plan and close. We bring the marketing, appointments, planning team, and pay. In a few years, build what most advisors spend a career chasing. #J-18808-Ljbffr Asset Preservation Wealth & Tax