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NAPFA Consumer Group
Portland, OR, United States
Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We have a dynamic small-office environment (8 employees) that requires us to step up and help outside of our job titles. We have a knack for detailed work and a desire to create a welcoming space for our clients. We enjoy wo
Job Source: NAPFA Consumer GroupEvergreen Gavekal
Portland, OR, United States
Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington with additional offices in Oregon and California. Our culture rewards creative problem-solving, an entrepreneurial mindset, and a willingness to operate cross functionally. We have $4 billion in assets under management and are looking for eager s
Job Source: Evergreen GavekalFarther
Portland, OR, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherFarther
Portland
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherFisher Investments
Camas, WA, United States
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor! The Opportunity: As a Fisher Investments UK Investment
Job Source: Fisher InvestmentsExecHQ
Portland, OR, United States
Company Overview ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size
Job Source: ExecHQCPS Inc
Portland, OR, United States
Portland , OR Posted: 03/13/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.13.2 Pay Rate: Base $65k - $80k (possibly more) Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Ar
Job Source: CPS IncBank of America
Wilsonville
Financial Solutions Advisor - Consumer Investments - Northwest Region Bellevue, Washington;Wilsonville, Oregon; Oregon City, Oregon; Redmond, Washington; Bothell, Washington; Port Orchard, Washington; Kent, Washington; Kent, Washington; Corvallis, Oregon; Beaverton, Oregon; Mill Creek, Washington; Portland, Oregon; Seattle, Washington; Marysville,
Job Source: Bank of AmericaPortland, OR, United States
OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pride ourselves on our high standard of service, collaborative team environment and strong member commitment. We tailor our approach in meeting unique needs of our clients with an emphasis on personalized goals-based planning which has resulted in steady growth and expansion in our exceptional member base. Financial Advisors at OnPoint address and a ssess future financial and investment needs of our members and are detail oriented and possess a strong desire to advance professionally with an e xperienced and motivated team. Responsibilities
Network, serve and build relationships with new and existing financial planning & investment clients
Assess clients’ short term and long term investment needs.
Advise clients on investment strategies and other financial decisions
Prepare presentations that recommend various financial products
Review and communicate portfolio performance to clients
Prepare and update financial plans based on client circumstance.
Develop and enhance referral relationships both within and outside financial organization
Develop best practices and systematized processes by using comparative industry analytics, profitability, and strategic planning tools
Participate in local groups and presentation opportunities as appropriate.
Proactively refer additional Credit Union products and services in alignment with strategic organization goals. Support all branch product and campaign launches.
Stay current on industry news, regulations, planning resources, product features and offerings.
Complete any required continuing education in a timely manner and maintain all required active securities and other industry licenses.
Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.
Knowledge, Skills and Abilities:
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.
In-depth knowledge of investment products and financial planning services
Experience with eMoney, Money Guide Pro, preferred
Excellent written, verbal, and presentation communication skills
Strong technology and computer skills
Strong work ethic, dedicated, results-driven, and highly goal oriented.
Strong presence: ability to present oneself assertively, convincingly, and with confidence to establish credibility and respect with others
Strong analytical and critical thinking skills and ability to make decisions that exercises prudent judgment.
A true team player and collaborator, translating knowledge and experiences into solid productive relationships internally and externally with demonstrated ability to cultivate effective revenue generating partnerships
A respected business partner who adds value to the broader team and can diplomatically handle conflict;
Excellent time management and organizational skills to manage multiple high level tasks/projects at once
Qualifications
Required:
FINRA Series 7 and 65 or 66
State Life & Health Insurance license
Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)
Successful completion of background checks and pre-employment assessments
Preferred
Four year degree desired, preferably in business related field
Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications desired
Experience working in a bank or credit union
Securities offered through Raymond James Financial Services, Inc. , Member FINRA / SIPC , and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc .
OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
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Financial Advisor jobs in Portland, OR, United States
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