Job Description
Immediate Hire Opportunity: Become a Financial Advisor in Portland's Thriving Market!
Northwest Wealth Partners is seeking a dynamic Financial Advisor to join our elite team in Portland, OR. This is your chance to launch or accelerate your career in wealth management with uncapped earning potential and industry-leading training. We provide a robust client base, cutting-edge technology, and a collaborative environment where your expertise will directly impact lives. If you're passionate about financial empowerment and ready to make an immediate impact, apply today!
Why Join Us?
- Competitive base salary + uncapped commission structure
- Comprehensive CE credits and ongoing professional development
- Health/dental/vision benefits + 401(k) matching
- Modern downtown Portland office with flexible work options
Responsibilities
- Develop personalized financial plans covering investments, retirement, insurance, and tax strategies
- Acquire and nurture high-net-worth client relationships through consultative sales
- Present complex financial concepts using our proprietary analytics platform
- Collaborate with portfolio managers to execute investment strategies
- Stay current on SEC/FINRA regulations and compliance protocols
- Generate quarterly performance reports and client reviews
- Participate in community networking events to expand market presence
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 65, 66, and/or 7 licenses (or ability to obtain within 90 days)
- 3+ years in financial services, sales, or client advisory role
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Experience with CRM systems (e.g., Salesforce, Redtail)
- Passion for helping clients achieve financial independence