22 sales advisor jobs at 15 companies in Eugene, OR
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Associate Advisor Consultant, Washington State/Oregon
Portland or Bellevue or Eugene or Salem or Seattle or Spokane or Tacoma or Yakima
$70k/yrRemoteFull Time
New York Life Insurance: Providing life insurance, annuities, and long-term investment solutions.
2+ YOE2+ years asset management or financial advisor sales experience; Series 7 and Series 63 required; bachelor’s preferred; strong market knowledge, sales track record, travel-capable, and ability to work remotely.
Associate Advisor Consultant, Washington State/Oregon
Portland or Bellevue or Eugene or Salem or Seattle or Spokane or Tacoma or Yakima
$70k/yrHybridFull Time
New York Life: Provides life insurance, retirement income, and investment solutions.
2+ YOEReside in Washington State or Oregon; 2+ years asset management sales or financial advisor experience; FINRA Series 7 & 63 required; bachelor’s preferred; strong sales, presentation, and relationship skills; ability to travel and maintain productive home office.
Oregon Pacific BankOTC Pink: ORPB: Community bank providing business and personal financial services.
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.
Integrity Auto Group: Family-owned and operated automotive dealerships and service centers.
Service advising experience required; strong customer service, time management, teamwork, and computer skills; experience using Tekmetric preferred; able to manage shop workflow and communicate repair recommendations.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEHigh school diploma; 2+ years investment sales; active Life Insurance License; FINRA licenses (Series 7, 63, and 65 or 66); state requirements may apply; proficient in Microsoft Office.
Microsoft Office, PowerPoint, Broker dealer applications
Gills Point S Tire & Auto: Operates automotive service centers and tire retail stores nationwide.
Provide customer service and sales for vehicle maintenance and tire services, prepare estimates, coordinate repairs, and maintain records. High school diploma, valid driver's license, automotive knowledge and customer-service experience preferred.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
High school diploma or equivalent required; bachelor's preferred. Requires SIE, Series 7, Series 66 or Series 63 and 65, resident state insurance licenses, driver's license, sales ability, and financial services knowledge.
J.R. Simplot Company: Produces food, fertilizers, and agricultural products for global markets.
3+ YOE3-5 years agronomy sales/crop consulting/agricultural retail experience, bachelor’s in agricultural sciences (or 5 years relevant experience), valid driver’s license, Microsoft Office/Excel/Outlook skills, CCA/PCA preferred, up to 50% travel.
Microsoft Office, Microsoft Excel, Microsoft Outlook
J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
Dick's Sporting GoodsNYSE: DKS: Omnichannel retailer of sports equipment, apparel, and footwear.
High school diploma or equivalent; ability to deliver exceptional customer service at checkout and loyalty programs; must comply with virtual interview rules and pass background check.
Salem or Eugene or Bend or Oregon City or Portland or Lake Oswego or West Linn or Gresham or Clackamas
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires Series 7 and 66 (or 63/65 in lieu of 66), SAFE Act registration for mortgage origination, and at least 1 year experience in the investments industry and in financial services/sales.
Kendall Auto Group: Sells and services new and used motor vehicles.
Knowledge of automobile repair and maintenance; customer service and time-management skills; valid driver\u0003s license and good driving record; service writing experience preferred.
Eugene or Bend or Wilsonville or Portland or Oregon City or West Linn or Lake Oswego or Salem or Gresham or Clackamas
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66), 1+ years investment and financial services experience, SAFE Act registration for mortgage origination roles, sales experience, strong communication and regulatory diligence.
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; background check and assessments required.