Top 30 Financial advisor Jobs in Philomath, Or

Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Services Consultant I - Floater
Oregon State Credit Union —Philomath, OR
- $21.41 an hour
- Full-time
- Background check
- Spanish
- English
- Travel reimbursement
- Paid holidays
Quick Apply
Home Loan Consultant - Financial Services Background Preferred
Generations Home Loans —Albany, OR
- $75,000 - $300,000 a year
- Mid-level
- Business development
2d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Services Consultant I - Floater
Oregon State Credit Union —Philomath, OR
This includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant…
$21.41 an hour
Quick Apply

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply

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Financial Advisor - Corvallis, OR

COUNTRY Financial -
Corvallis, OR

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Job Details

Full-time

Qualifications

Series 6
Life insurance knowledge
Property & Casualty License
Health insurance
Securities Industry Essentials
Health insurance sales
Experience practicing in the securities industry
Series 63
Property insurance knowledge

Full Job Description

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

The Career
COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:

Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial® Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer
Our financial advisors have uncapped earning potential and:

Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.

Qualifications
Successful COUNTRY Trust Bank® Financial Advisors are:

Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients’ trust.
Passionate about making positive impacts in their communities.

Required Qualifications

Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*

Preferred Experience

Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor’s Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience

About Us

COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

#LI-Agency

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financial advisor jobs in philomath, or

Financial Advisor - Corvallis, OR

Financial Services Consultant I - Floater

Home Loan Consultant - Financial Services Background Preferred

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

Workplace Planning Consultant

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