Top 32 financial advisor Jobs in pendleton, or

Financial Advisor Recruiter
Sourced. —United States
- From $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Financial services
- Senior level
- Disability insurance
- Health insurance
Quick Apply
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Director of Planned Giving
The Christian Broadcasting Network —United States
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Health insurance
Senior Wealth Advisor
Mariner Finance —United States
- Office
- Bachelor's degree
- Mentoring
Regional Vice President of Sales
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Senior Wealth Analyst
Mariner Finance —United States
- Remote
- CPA
- Writing skills
- Data analysis skills
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Financial Advisor
Disbennett Wealth Management Group —Carroll, OH
Series 65 license highly preferred; Series 7, 63, or 66 license considered. Detail-oriented, problem-solver with a curiosity to learn and develop.
$50,000 - $70,000 a year
Quick Apply
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
Quick Apply

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financial advisor jobs near pendleton, or

Financial Advisor Recruiter

Sourced. -
United States

Quick Apply

Job Details

Full-time
From $100,000 a year

Benefits

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

Qualifications

Deal closing
Financial sales
Presentations for conferences or internal meetings
Client relationship development
Full cycle recruiting
Series 7
Bachelor's degree
Client management
Business development within finance
Financial services
Relationship building in financial sales
Closing sales leads
Due diligence conducted within finance
Series 63
Closing sales

Full Job Description

The Opportunity

Our client is a premier shared-services provider dedicated to the success of independent financial advisors. In the Financial Advisor Recruiter role, you aren’t just "filling seats"—you are the architect of growth. Reporting directly to the Chief Growth Officer, you will identify, vet, and affiliate high-caliber advisors into a sophisticated ecosystem of RIA, TAMP, and brokerage solutions.

At a Glance

Compensation - $100,000 base + $60,000 commissions
Location - Atlanta, GA 30345 (Fully Remote)
Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC
Client Facing - Engaging With Qualified Advisors
Focus -Advisor Affiliation & Pipeline Management

Your Impact

You will own the full-cycle recruiting journey, acting as the face of the company’s "Culture of Independence" and the company vision.

Build the Pipeline: Proactively identify and engage qualified advisor candidates who fit the client’s elite target profile.
Due Diligence: Conduct mutual due diligence including coordinating and hosting home office visits.
Strategize & Close: Design and negotiate competitive affiliation offers that align with revenue goals.
Be the Visionary: Deliver high-impact communications to demonstrate the unique value proposition of the RIA and TAMP offerings.
Analyze Growth: Measure results (B/D revenue and RIA assets) to refine strategy and present quarterly forecasts to the Board of Directors.
Cultivate Networks: Manage critical relationships with third-party recruiters, Custodial BDOs, and Sponsor Wholesalers to keep lead flow consistent.
Vendor Growth: Manage and grow relationships with third-party recruiting firms.
Campaign Management: Assist in building and managing specific targeted campaigns collaborating with marketing and other stakeholders.

The Must-Haves:

Experience: 5+ years in financial services sales or relationship management.
Licensing: Active Series 7, 63, and 66 (or 65).
Education: Bachelor’s Degree.
Proven Results: A track record of growing advisor relationships and successfully closing complex business deals.
Communication: Exceptional presentation skills—you can command a room and navigate high-level "due diligence" conversations with ease.
Energy: High-speed, success-driven motivation suited for a dynamic, customer-focused environment.

The "Bonus Points":

Industry Savvy: Deep knowledge of current RIA/Broker-Dealer trends and regulatory landscapes.
Advanced Pedigree: Relevant industry designations or advanced degrees.

Why Join This Team?

You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.

Pay: From $100,000.00 per year

Benefits:

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

Application Question(s):

Does the compensation rate of a $100,000 base + $60,000 expected commissions align with your expectations?

Experience:

Financial services: 5 years (Required)
recruitment: 5 years (Required)

License/Certification:

Series 7, 63, 66, or 65 (Required)

Work Location: Remote

Quick Apply

Refine Your Search

financial advisor jobs in pendleton, or

Financial Advisor Recruiter

Regional Vice President of Sales (Lower Midwest)

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (Upper Midwest)

Regional Vice President of Sales (Rust Belt)

Regional Vice President of Sales (Pacific)

Regional Vice President of Sales (Northeast)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (North Central)

Director of Planned Giving

Senior Wealth Advisor

Regional Vice President of Sales

Senior Wealth Analyst

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