Top 29 Financial advisor Jobs in Salem, Or

Financial Advisor
Wealth Enhancement Group —Salem, OR
- $100,000 - $130,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Financial Advisor/Sales Role (Career Changers Encouraged)
Northwestern Mutual - South Central Oregon —Salem, OR
- $70,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Bachelor of Science
- Paid training
- Health savings account
Quick Apply
Home Loan Consultant - Financial Services Background Preferred
Generations Home Loans —Albany, OR
- $75,000 - $300,000 a year
- Mid-level
- Business development
3d
Wealth Management Trainee (OR)
Bankers Life —Salem, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant , Financial Advisor
WealthBridge Financial Group —Salem, OR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Associate Wealth Advisor (AWA)
Mariner Wealth Advisors —McMinnville, OR
- $83,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
Business (Accounting, Management, Office Administration) Instructor
Chemeketa Community College —Salem, OR
- $69,236 a year
- Weekends as needed
- Hybrid work
- Classroom
- Spanish
- Microsoft Excel
- Health savings account
- Disability insurance
3d
Financial Advisor
Maps Credit Union —Salem, OR
- Full-time
- Computer literacy
- Office
- Business development
- Wellness program
- Health savings account
Quick Apply
Personal Financial Counselor
Ladgov Corporation —Salem, OR
- Full-time
- Mid-level
- Bachelor's degree
- Communication skills
Quick Apply
Trust Officer
PIONEER TRUST BANK NA —Salem, OR
- Full-time
- Microsoft Excel
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
7d
Managing Director, Financial Advisor
WealthBridge Financial Group —Salem, OR
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Relationship Banker - Willamette Valley Market - Salem, OR and Surrounding Areas
JPMorganChase —Salem, OR
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
20h
Licensed Private Client Banker
KeyBank National Association —McMinnville, OR
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Private Client Advisor
Key Investment Services, LLC —Salem, OR
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Associate - West Advisor Group
Thrivent —Salem, OR
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
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
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Healthcare RN/NP Financial Professional
SGK Resources, LLC —United States
- $76,683.85 - $92,350.44 a year
- Contract
- Remote
- Background check
- RN License
- Mid-level
- Flexible schedule
Quick Apply
3d

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financial advisor jobs near salem, or

Financial Advisor

Wealth Enhancement Group -
Salem, OR

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Job Details

Full-time
$100,000 - $130,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Customer communication
Bachelor's degree
Initial Contact (sales skills)
Prospecting
Client acquisition
Computer skills
Experience practicing in the securities industry

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Salem office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

This is a Succession opportunity to take over an established client portfolio, as the current advisor lead plans to retire within the next several years.

In the spirit of pay transparency, we are excited to share that the base salary range for this position is $100,000-$130,000, exclusive of commissions, bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity

Facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics

Source and close prospective clients

Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients

Manage client relationships and client service as needed

Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information, or to clarify/confirm information provided
Analyze client’s current investments and insurance policies
Placing trades and account management

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Education/Qualifications

Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 65 (RIA Only)
4+ years of experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engagement in WEG, broader community and active participation in financial planning community

#LI-CM1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

financial advisor jobs in salem, or

Financial Advisor

Financial Advisor/Sales Role (Career Changers Encouraged)

Home Loan Consultant - Financial Services Background Preferred

Wealth Management Trainee (OR)

Financial Consultant , Financial Advisor

Associate Wealth Advisor (AWA)

Business (Accounting, Management, Office Administration) Instructor

Financial Advisor

Personal Financial Counselor

Trust Officer

Managing Director, Financial Advisor

Relationship Banker - Willamette Valley Market - Salem, OR and Surrounding Areas

Licensed Private Client Banker

Private Client Advisor

Associate - West Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Financial Coach

Healthcare RN/NP Financial Professional

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