Job Description
Job Description
Salary : 52,000-65,000
Financial Freedom Wealth Management Group, awarded the Best Place to Work in 2023 for Financial
Advisors, is actively seeking a Financial Advisor to join our growing team. Our firm is comprised of fun,
compassionate, community-minded individuals who love being part of a diverse and energetic team. A
successful candidate must embody our values of treating all people with respect, never compromising
our integrity, delighting our clients, and embracing our team culture. The ideal candidate must also be
devoted to our commitment to care deeply about our clients and their financial lives.
Responsibilities & Activities :
Provide delightful service to current and potential clients through meetings, communication,
and account support
Continue and maintain up-to-date knowledge and training on all programs used for financial
planning and research
- Prepare for client appointments and create reports
- Conduct securities-related transactions and help steward client’s wealth
- Attend and actively participate in client events and activities
- Build and foster relationships
- Manage client concerns within your client base and assist other Wealth Advisors as needed
Knowledge, Skills & Abilities :
- 2+ years of securities knowledge or sales experience
- Series 7, 66, Life and Health licenses required, or the ability to obtain within 12 weeks
- Obtain or hold Securities and Insurance licenses
- Bachelor’s Degree desired but not required
- Exceptional attention to detail
- Excellent attitude and demonstrates a team player mindset
- Excellent organizational and time management skills
- An ability to mange and organize multiple tasks
- Excellent communication (oral and written), interpersonal, and presentation skills
- Proficient with computers
Benefits include :
- 100% Medical and Vision premium coverage
- Voluntary Dental benefit
- Annual and quarterly bonus plans
- Financial Freedom Growth Participation Plan (available after 2 years)
- Paid time off
- 10 paid holidays
- Paid sick leave
- 401k plan*
- Life insurance*
- Long Term Disability*
- Paid Leave Oregon Employee Portion Covered
- Cell phone reimbursement
- Paid maternity and other parent leave options
- Cappuccinos for life!
- Eligible after one year of employment
Financial Advisor
We are looking for Experienced Advisors to join our Team at the Pacific NW Financial Group!. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smooth...
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Financial Advisor
Priority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insura...
COUNTRY Trust Bank Financial Advisor
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. COUNTRY Trust Bank® Financial Advi...
Financial Planning Professional
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive impa...
Senior Financial Analyst (PA4)
This position will support the development, analysis, and forecasting of financial trends of recovery investments and key strategic initiatives; generate required reports for HUD or other financial reporting' ensure all Federal financial reporting is timely and accurate; define DRR internal business...
Business Intelligence Data Analyst II
Bachelor's degree in information technology, computer science, business administration, health care, or related preferred; OR eight+ years related work experience; OR equivalent combination of education and experience where each year of education equates to two years of experience (four years of exp...
Work From Home Sales Representative
Work From Home Sales Representative. Whether you are an experienced sales representative or a newbie to sales, we provide training for all our new agents. We help protect families financially if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both f...
Business System Analyst
Eliciting, verifying and validating requirements, defining scope and objectives, ensuring systems are in alignment with overall business strategies and developing, publishing and implementing test plans. Reviewing, analyzing and evaluating business systems and user needs. Reviewing, analyzing and ev...
Oracle Financial IS Analyst
As an Oracle Financial Application Analyst, candidate would be expected to have:. ...