Top 161 client advisor 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
Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Insurance Agent - Eugene, OR
COUNTRY Financial —Eugene, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Eugene, OR
COUNTRY Financial —Eugene, OR
- Full-time
- CPA
- Mid-level
- Office
Commercial Insurance Account Manager (Must Reside in OR, ID, or CA)
Associated Insurance Services —Oregon
- From $60,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- 3 years
- AD&D insurance
- Disability insurance
Quick Apply
14d
Field Service Technician
Peninsula Iron Works —Eugene, OR
- Overtime
- Customer service
- Computer literacy
- Basic math
- Relocation assistance
- Health insurance
Quick Apply
1d
Financial Services Professional - Hybrid Remote (OR)
Bankers Life —Eugene, OR
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Strategic Account Executive
Zillow —Oregon
- $37.10 - $62.40 an hour
- Full-time
- Remote
- Travel
- Fair chance
- Senior level
7h
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Oregon
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Channel Partner Account Executive
Cable One —Oregon
- Full-time
- Remote
- Clean driving record
- Customer service
- Pass drug screening
- Paid holidays
- Health insurance
Licensed Sales Professional (LSP) - OR
Allstate —Oregon
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Microsoft Dynamics 365 Functional Consultant (D365 F&SCM)
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- 5 years
- Writing skills
- Bachelor's degree
- Paid jury duty
- Paid parental leave
D365 Finance & Operations Functional Consultant
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- 5 years
- Writing skills
- SQL
- Paid jury duty
- Paid parental leave
Lead D365 Functional Solution Architect (F&SCM)
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- Hybrid work
- DevOps
- Bachelor's degree
- Mentoring
- Paid jury duty
- Paid parental leave
Branch Office Administrator
Edward Jones —Eugene, OR
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Administrative Assistant - Eugene, OR
Advisor Talent Solutions —Eugene, OR
- $52,000 - $60,000 a year
- Evenings as needed
- Inventory management
- Mid-level
- Office
- Paid time off
- Flexible schedule
Quick Apply
5d
Personal Banker
KeyBank National Association —Eugene, OR
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
14d
Kendall Honda Service Receptionist
Kendall Auto Group —Eugene, OR
- $33,280 - $37,440 a year
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
7d
Care Advisor
New Horizons In-Home Care —Eugene, OR
- $25 an hour
- Full-time
- Mid-level
- Home Health
- Computer skills
- Continuing education credits
- Paid parental leave
Quick Apply
Advisor, Marketing
Orgill Inc —Eugene, OR
- Google Workspace
- Marketing
- Mid-level
Quick Apply

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client advisor jobs near eugene or

Associate Advisor - Servicing Advisor

Willamette Wealth Partners
Eugene, OR

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Job Details

Full-time
$70,000 - $85,000 a year

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

client advisor jobs in eugene or

Associate Advisor - Servicing Advisor

Wealth Management Trainee (OR)

Insurance Agent - Eugene, OR

Financial Advisor - Eugene, OR

Commercial Insurance Account Manager (Must Reside in OR, ID, or CA)

Field Service Technician

Financial Services Professional - Hybrid Remote (OR)

Strategic Account Executive

Life Insurance Advisor (W2) Remote

Channel Partner Account Executive

Licensed Sales Professional (LSP) - OR

Microsoft Dynamics 365 Functional Consultant (D365 F&SCM)

D365 Finance & Operations Functional Consultant

Lead D365 Functional Solution Architect (F&SCM)

Branch Office Administrator

Administrative Assistant - Eugene, OR

Personal Banker

Kendall Honda Service Receptionist

Care Advisor

Advisor, Marketing

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