Top 44 Financial planner Jobs in Eugene, Or

Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
13d
Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant , Financial Advisor
WealthBridge Financial Group —Eugene, OR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Retirement Plan Consultant - Eugene, OR
Corebridge —Eugene, OR
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
7d
Voya Financial Advisor Eugene
Voya Financial Advisors —Eugene, OR
- Full-time
- Mid-level
- 403(b)
Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Bank of America —Eugene, OR
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Managing Director, Financial Advisor
WealthBridge Financial Group —Springfield, OR
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor
Oregon Pacific Bank —Eugene, OR
- $70,000 - $135,000 a year
- Full-time
- 5 years
- Office
- Business development
- Profit sharing
- Health savings account
Quick Apply
Private Client Banker, West Lane
KeyBank National Association —Veneta, OR
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Licensed Financial Advisor Assistant
Peak Credit Union —Springfield, OR
- $22.65 - $33.98 an hour
- Online Application
- 5 years
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Trust Portfolio Manager
Oregon Pacific Bank —Eugene, OR
- $64,290.74 - $93,495.28 a year
- Full-time
- 5 years
- Office
- Finance
Quick Apply
Insurance and Financial Services Position - State Farm Team Member
Mike Contreras - State Farm Agent —Cottage Grove, OR
- $45,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Paid time off
Quick Apply
Insurance and Financial Services Position - State Farm Team Member
Seth Yost - State Farm Agent —Eugene, OR
- $22 - $28 an hour
- Full-time
- Mid-level
- Office
- 3 years
- 401(k) matching
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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financial planner jobs near eugene, or

Associate Advisor - Servicing Advisor

Willamette Wealth Partners
Eugene, OR

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year
13 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Customer service
Writing skills
Bachelor's degree
Attention to detail
Organizational skills
Series 65

Full Job Description

Excellent opportunity within the financial services industry.

Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following skills and attributes:

Strong verbal and written communication skills
Cool and calm under pressure
Proficient in technology platforms, including Microsoft Word and Excel
Good listener
Enjoys working with the public, providing excellent client service
Independent and self-motivated
Problem solver, ability to look ahead and anticipate the next steps necessary to fully complete the task
Flexible
High energy
Excellent organizational skills and great attention to detail
Professionalism

Work responsibilities will include the following:

Lead client meetings, maintaining relationships through regular communication
Implement Financial Planning process, overseeing the development, presentation and implementation of recommendations to clients
Review follow-up communication and assist in implementation of actions that result from client meetings
Review and approve trades within client portfolios
Lead team meetings and manage responsibilities and performance within the team
Engage in the firm’s strategic planning process and contribute to key initiatives
Communicate with client’s outside advisors such as accountants and attorneys
Develop and mentor support staff for future advancement

Other Qualifications:

Minimum 1 year of experience leading client meetings
Series 65 licensed or equivalent
CFP or on the CFP track preferred
Bachelor’s degree, preferably in business or related field
Familiarity with Wealthbox, RightCapital, Black Diamond, and Holistiplan helpful but not required

This is not a sales position. This is primarily a service position.

Competitive compensation, between $70,000 and $85,000 based on experience, plus bonus opportunity.

Benefits include:

Retirement plan with employer contributions
Health insurance with employer HSA contributions
Paid time off and holidays
Continuing education opportunities

This position is located in the Eugene/Springfield area, is on-site and does not allow work-from-home.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in eugene, or

Associate Advisor - Servicing Advisor

Wealth Management Trainee (OR)

Financial Consultant , Financial Advisor

Retirement Plan Consultant - Eugene, OR

Voya Financial Advisor Eugene

Financial Solutions Advisor Registration Candidate- Williamette Valley Market

Managing Director, Financial Advisor

Wealth Advisor

Private Client Banker, West Lane

Licensed Financial Advisor Assistant

Trust Portfolio Manager

Insurance and Financial Services Position - State Farm Team Member

Insurance and Financial Services Position - State Farm Team Member

Financial Coach

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