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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 GavekalOnPoint Community Credit Union
Portland, 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 pri
Job Source: OnPoint Community Credit UnionBank of America
Portland, OR, United States
Merrill Team Financial Advisor page is loaded Merrill Team Financial Advisor Apply locations Portland time type Full time posted on Posted Yesterday job requisition id 24016037 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and service
Job Source: Bank of AmericaPortland Community College
Portland, OR, United States
Financial Aid Advisor - 5% Bilingual Requisition ID req2011 Department Financial Aid Administration Campus Campus locationto be determined. Employment Type Academic Prof - Full Time Best Consideration Date Apply Immediately; This position will close once sufficient qualified applications have been received. Position Summary Campus location i
Job Source: Portland Community CollegeStantec Consulting International Ltd.
Portland, OR, United States
Senior Transit Advisor - ( 240001PJ ) Description We’re in the business of limitless potential. From iconic designs to monumental ground breakings, we believe the best solutions are the product of diverse perspectives. By managing capital programs and projects as if they were our own, our project management business, and technical experts work w
Job Source: Stantec Consulting International Ltd.Stantec
Lake Oswego, OR, United States
We’re in the business of limitless potential. From iconic designs to monumental ground breakings, we believe the best solutions are the product of diverse perspectives. By managing capital programs and projects as if they were our own, our project management business, and technical experts work with clients to strategize, plan, and implement projec
Job Source: StantecProvidence Health Plan
Portland, OR, United States
Description Providence Health Plan caregivers are not simply valued – they’re invaluable. Join our team and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them. Providence Health P
Job Source: Providence Health PlanPortland, 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 client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Portland, OR, United States
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