1mo
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Wealth Advisor
Eugene, Oregon, United States
OnsiteFull Time
5+ YOEFINRA Series 65 required; bachelor’s degree plus 5+ years sales experience in financial services (or equivalent); proven ability to build client relationships; proficiency with Microsoft Office and financial planning tools; strong communication skills.
Microsoft Office
2mo
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Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market
Portland or Anchorage or Eugene or Vancouver or Salem or Lake Oswego
$80k-$90k/yr OnsiteFull Time
1+ YOESeries 7/66 licenses, 1+ year financial services or sales experience, strong communication, relationship-building, and ability to source clients.
Salesforce, Microsoft Word, PowerPoint, Excel
2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
2w
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Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Eugene or Bend or Wilsonville or Oregon City or West Linn or Gresham or Clackamas or Portland or Corvallis or Salem
OnsiteFull Time
1+ YOEHigh school diploma, ability to obtain SIE/Series 7/Series 66 licenses, SAFE Act registration for mortgage origination, strong client relationship and communication skills, self-disciplined and results-driven.
2mo
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Financial Consultant , Financial Advisor
Eugene, Oregon, United States
OnsiteFull Time
Bachelor's in finance, accounting, or related field; experience in financial consulting preferred; strong analytical and problem-solving skills; excellent communication and interpersonal skills; ability to build client relationships; licenses/certifications in financial planning.
1mo
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Branch Office Administrator - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office