Job Description
Are you a motivated finance professional ready to make an immediate impact? Pacific Wealth Management Group is seeking a dynamic Financial Advisor to join our high-performing team in the heart of Portland, OR.
At Pacific Wealth, we believe in empowering our clients to achieve financial freedom through personalized strategies and expert guidance. We are looking for individuals who are ready to start tomorrow and drive growth within our community.
Why Join Us?
- Immediate Start: Onboard and begin serving clients within your first week.
- Competitive Compensation: Base salary plus uncapped commission structure.
- Modern Culture: Collaborative environment with continuous training and mentorship.
Don't just manage money—build legacies. Apply today and secure your future with Pacific Wealth Management Group.
Responsibilities
- Conduct comprehensive financial planning and wealth management consultations with new and existing clients.
- Analyze client financial situations to develop personalized investment strategies and retirement plans.
- Manage a growing portfolio of assets, ensuring optimal performance and risk management.
- Build and maintain strong relationships with clients to drive retention and referrals.
- Stay current on market trends, economic indicators, and regulatory changes to advise effectively.
- Meet and exceed monthly and annual sales targets and production goals.
- Collaborate with internal teams to provide a holistic approach to client financial health.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent experience).
- Current Series 7, 66, and Life/Health Insurance licenses (or willingness to obtain).
- Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- Proven track record of client relationship management and sales success.
- Self-motivated with a strong drive to succeed and grow professionally.
- Proficiency in CRM software and financial planning tools.