Financial Planner & Client Advisor

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

ROLE

DESCRIPTION:

We’re looking for a client-focused Financial Planner to support existing customer households and develop new client relationships. This role combines relationship-building, marketing, insurance product offerings, and financial planning. You will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Market to and strengthen relationships with existing customer households.
• Conduct outreach and marketing to prospective clients outside the current book of business.
• Discuss and offer suitable life insurance and health products.
• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses required
• Life & Health licenses required

All licenses must be valid for practice in Oregon.