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Financial Advisor

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: WestPac Wealth Partners
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 YEAR
Job Description & How to Apply Below

At West Pac Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.

West Pac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

Our commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here:

Career Requirements

When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.

Requirements
  • 4-Year Degree
  • Desire to Help Others
  • Highest Level of Integrity & Ethics
  • Interpersonal & Relationship Skills
  • Affinity for Education & Professional Development
  • Goal & Commitment Oriented
  • SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)
What We Provide
  • Industry-Leading, Proprietary Training and Education Systems
  • Proprietary Planning Software
  • Team-Work Culture
  • Free Licensing
  • Access to study and licensing materials– reimbursements for tests.
  • Advanced Planning Team
  • Accountability and Marketing Coaches
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