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

Financial Planner

MassMutual Oregon

Company Overview 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 tailored to meet the long‑term needs of our individual, corporate, and institutional clients. Job Description Company Overview 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 tailored to meet the long‑term needs of our individual, corporate, and institutional clients. A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals. Who We Are Looking For MassMutual Oregon is looking for local, early to mid‑career professionals to join our offices around Oregon. We are searching for individuals that demonstrate a unique combination of ambition, self‑motivation and commitment to building a business and establishing long‑term client relationships. Responsibilities Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual Oregon. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients. As a Financial Representative, Your Journey Begins With The Foundational Skills Needed – From Acquiring, Building And Managing Client Relationships, To Humanizing Complex Financial Interactions. MassMutual Oregon Will Provide You With An Industry Leading Training Program, Including Structured Classes, Personalized Coaching, And Ongoing Career Development. Responsibilities In The Career Include: Effectively sourcing prospects and utilizing client acquisition techniques. Consulting with clients on financial strategies based on their financial goals. Complying with all regulatory requirements, including licensing and registrations. Meeting production goals as outlined in training programs. Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks. Expanding your knowledge and skills through ongoing professional development and networking. Requirements 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional. Bachelor’s degree is preferred. Exemplary communication, presentation, and time‑management skills. Ability to explain complex information in a simple and concise manner. Networking acumen with the potential to tap into both personal and professional communities. Entrepreneurial spirit with the desire to learn and specialize in financial services. Highly motivated and business‑minded individual. Positive attitude and willingness to be held accountable for results. 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Vancouver, WA vacancy
  •  ...Associate Financial PlannerOur client a fee-only financial planning firm working toward their vision of specializing in sabbatical planning...  ...Planning principles and techniques. The Associate Financial Planner is core to serving both groups – existing clients as well as new... 
    Suggested

    Financial Planner Recruiting, LLC

    Vancouver, WA
    4 days ago
  • $25 - $26.77 per hour

     ...Bank Of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Vancouver, WA
    2 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Job OpportunityAt 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... 
    Suggested
    Hourly pay
    Work at office
    Weekend work
    Day shift

    Bank of America

    Vancouver, WA
    2 days ago
  • $120k - $165k

     ...retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA. Job Summary The Financial Advisor serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment... 
    Suggested
    Work at office
    Local area

    Aspen Standard Wealth

    Vancouver, WA
    1 day ago
  • $21 - $30 per hour

     ...sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long?term growth and career mobility, supported by Wells Fargo's training and coaching.... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Vancouver, WA
    3 days ago
  • $15 per hour

     ...Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power...  ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Vancouver, WA
    2 days ago
  • $70k - $93.5k

     ...challenges to progress in their professional careers. Summary The Financial Planning Associate works closely with advisors to create,...  ...management Qualifications Certifications: Certified Financial Planner designation or coursework in progress toward meeting theexperience... 
    Temporary work
    Work at office
    Flexible hours

    EP Wealth Advisors

    Vancouver, WA
    4 days ago
  • $43k - $75k

     ...ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Gresham, OR
    3 days ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful... 
    Immediate start
    Afternoon shift

    Chase

    Portland, OR
    17 hours ago
  •  ...originate consumer loans. You’ll assess customer needs, educate on products, and collaborate with branch teams to deliver personalized financial solutions. We value strong communication, a customer-first mindset, and familiarity with digital banking tools. A high school... 

    U.S. Bank

    Portland, OR
    3 days ago
  •  ...Relationship Banker (SAFE)Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Portland, OR
    1 day ago
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Gresham, OR
    2 days ago
  •  ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and... 
    Full time

    Direct Staffing Inc

    Portland, OR
    4 days ago
  •  ...applying for any new position.** Acknowledge ( **Job Description:** At 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 by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Gresham, OR
    3 days ago
  • $160k - $210k

     ...Overview Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This client-facing role targets affluent individuals, business owners, and trusted advisors... 

    Boutique Recruiting

    Portland, OR
    4 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Vancouver, WA
    17 hours ago
  •  ...Riverview Bank is seeking a Credit Analyst to support the loan approval process by analyzing financial statements, preparing credit memorandums, and reviewing annual loan reviews. The role requires ensuring accuracy of analyses and compliance with bank policy. The candidate... 

    Riverview Bank

    Vancouver, WA
    2 days ago
  •  ...exceptional service to clients.What You'll Bring to Us:Bachelor's degree in Finance, Economics, or a related field.Minimum of 2 years of financial services experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.... 
    Full time

    Ripple Impact NW

    Vancouver, WA
    1 day ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you...  ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Portland, OR
    1 day 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
    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... 
    Part time
    Local area

    Bmo

    Portland, OR
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune500¹ company where people come first. With...  ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    4 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
    2 days ago
  •  ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Portland, OR
    2 days ago
  •  ...Relationship Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Portland, OR
    8 hours ago
  •  ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with... 
    Work experience placement

    Wells Fargo

    Portland, OR
    17 hours ago
  •  ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent... 
    Immediate start
    Afternoon shift

    Chase

    Portland, OR
    3 days ago
  •  ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland...  ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Portland, OR
    2 days ago
  •  ...Bank Of America Job Opportunity 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... 
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  •  ...Government Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role... 
    Local area

    JPMorgan Chase

    Portland, OR
    2 days ago

Do you want to receive more vacancies?

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