Top 124 Financial advisor Jobs in Fairview, Or

Financial Advisor- Camas
OnPoint Community Credit Union —Camas, WA
- $85,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
9d
Vice President of Financial Sales
Fisher Investments —Camas, WA
- From $100,000 a year
- Office
- Senior level
- No travel
- Paid holidays
- Health insurance
Financial Advisor
WestPac Wealth Partners —Lake Oswego, OR
- $102,162 - $200,000 a year
- Choose your own hours
- Sales
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor - Sales Training Provided & Career Changers Encouraged
Northwestern Mutual —Portland, OR
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Military
- Paid training
- Disability insurance
Quick Apply
Senior Wealth Management Associate
BolyːWelch —Portland, OR
- $100,000 - $120,000 a year
- Hybrid work
- 5 years
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Financial Advisor
Edward Jones —Portland, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (WA)
Bankers Life —Vancouver, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Wealth Advisor
Current —Portland, OR
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Financial Consultant - Vancouver, WA
Fidelity Investments —Portland, OR
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
Financial Advisor
Mass Mutual NW —Vancouver, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Financial Consultant , Financial Advisor
WealthBridge Financial Group —Gresham, OR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Sr. Benefits Financial Advisor
Pacificorp —Portland, OR
- $102,000 - $140,250 a year
- Full-time
- Background check
- 7 years
- Management
- Paid parental leave
- Disability insurance
11d
Financial Consultant- Beaverton, OR
Fidelity Investments —Portland, OR
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Financial Advisor
Pure Financial Advisors, Inc. —Portland, OR
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Financial Planner
MassMutual Oregon —Vancouver, WA
- $50,000 - $550,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Finance
Quick Apply
4d
Voya Financial Advisor Portland
Voya Financial Advisors —Portland, OR
- Full-time
- Hybrid work
- Mid-level
- 403(b)
Associate Wealth Management Advisor - Gresham, OR
U.S. Bank National Association —Gresham, OR
- $65,000 - $80,200 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Advisor- Lake Oswego
OnPoint Community Credit Union —Lake Oswego, OR
- Full-time
- Mid-level
- 3 years
- Analysis skills
9d
Investment Advisor Representative
Columbia Credit Union —Vancouver, WA
- $80,168.40 a year
- Weekends as needed
- Background check
- 18 years or older
- 5 years
- Paid holidays
- Health insurance

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financial advisor jobs near fairview, or

Financial Advisor- Camas

OnPoint Community Credit Union -
Camas, WA

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Job Details

Full-time
$85,000 - $150,000 a year
9 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Series 7
Driver's License
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

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 assess future financial and investment needs of our members and are detail-oriented and possess a strong desire to advance professionally with an experienced 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
Oregon State Driver’s License

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

Benefits

Major Medical/Vision/Dental
Paid Time Off
401k Retirement Plan
Pay: $85,000-$150,000 (Commission-Based Compensation, no cap on earning potential)

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.

Apply Now

Refine Your Search

financial advisor jobs in fairview, or

Financial Advisor- Camas

Vice President of Financial Sales

Financial Advisor

Financial Advisor - Tualatin, OR

Financial Advisor - Sales Training Provided & Career Changers Encouraged

Senior Wealth Management Associate

Financial Advisor

Wealth Management Trainee (WA)

Senior Wealth Advisor

Financial Consultant - Vancouver, WA

Financial Advisor

Financial Consultant , Financial Advisor

Sr. Benefits Financial Advisor

Financial Consultant- Beaverton, OR

Financial Advisor

Financial Planner

Voya Financial Advisor Portland

Associate Wealth Management Advisor - Gresham, OR

Financial Advisor- Lake Oswego

Investment Advisor Representative

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