Financial Advisor
Location: PORTLAND, OR
Job Type: fulltime
Company: Kristin Staropoli - State Farm Agency
Salary: $55000.0 - $70000.0 per year
Category: Financial Services
Job Description Apply Now
The Financial Advisor role offers a rewarding opportunity to work within a dynamic financial services environment, supporting clients in achieving their short and long-term financial goals. As a Financial Advisor, you will have the chance to make a significant impact by leveraging your expertise in financial products, services, and planning strategies. This full-time position allows you to collaborate closely with clients, helping them navigate important financial decisions, manage everyday risks, and secure their financial future. Working as a Financial Advisor also provides valuable industry experience and growth potential, making it a highly sought-after position for those passionate about financial planning and client service.
In this Financial Advisor role, you will engage with clients in a consultative manner, providing tailored financial planning and investment advice. You will utilize a customer-focused approach to assess each client's unique needs, educate them about their options, and recommend appropriate financial products. The position involves working closely with other team members to establish and achieve marketing goals, develop leads, and ensure that clients receive comprehensive and personalized service. The Financial Advisor position is ideal for individuals who are analytical, organized, and highly motivated to achieve sales goals while maintaining the highest standards of professional integrity.
As a Financial Advisor, you will have access to a competitive compensation structure that includes a base salary plus commission. The role also offers a range of benefits, such as a SIMPLE IRA retirement match, paid time off with unlimited carryover, health insurance, and ongoing training and professional development opportunities. These benefits are designed to support your well-being and professional growth, enabling you to focus on delivering exceptional service to clients.
Joining the team as a Financial Advisor provides you with the tools, resources, and support necessary to succeed in the financial services industry. You will benefit from comprehensive training, opportunities to work alongside experienced professionals, and the chance to develop valuable skills that are highly regarded in the financial sector. If you are driven by the desire to help others, possess strong analytical and communication skills, and are eager to advance your career in financial services, this could be the perfect opportunity for you.
The Financial Advisor role is open to individuals who have a bachelor's degree in finance, economics, accounting, or a related field, with a preference for candidates who hold or are willing to obtain relevant FINRA licenses, such as Series 6, 63, and 65. Experience in meeting sales goals and a demonstrated ability to communicate effectively with clients will further set you apart as an ideal candidate. This position is committed to fostering an inclusive and supportive workplace environment, ensuring equal opportunities for all applicants in accordance with EEOC guidelines.
If you are ready to take your career in financial services to the next level and make a meaningful difference in the lives of clients, apply today by clicking the job application button. This is your opportunity to join a respected team and contribute to clients' financial success while advancing your own professional journey.
Financial Advisor - Summary- Engage with clients to provide comprehensive financial planning and guidance
- Deliver financial solutions tailored to clients' unique needs and objectives
- Collaborate as part of an experienced financial services team
- Access ongoing training and professional development resources
- Benefit from a supportive, inclusive, and growth-focused work environment
- Utilize a customer-focused, needs-based approach to educate clients about insurance and financial options
- Conduct client appointments and thorough needs assessments
- Market and recommend appropriate financial products and services
- Assist in establishing and achieving marketing and sales goals
- Work leads, manage client follow-ups, and maintain strong client relationships
- Provide financial reviews and investment advice (with Series 6, 63, & 65 licenses or willingness to obtain them)
- Document client interactions and ensure compliance with regulatory requirements
- Base salary plus commission earnings structure
- SIMPLE IRA retirement match up to 3%
- Paid time off: 3 weeks per year with unlimited carryover
- Comprehensive health insurance coverage
- Opportunities for valuable industry experience and career advancement
- Ongoing training and professional development
- Bachelor's degree in finance, economics, accounting, or related field preferred
- Ability to obtain relevant FINRA licenses (Series 6, 63, and 65 preferred)
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and interpersonal abilities
- Proven ability to meet sales goals or quotas (preferred)
- Commitment to ethical standards and client confidentiality
- Self-motivated and goal-oriented with a passion for client service
- Detail-oriented with strong analytical and decision-making skills
- Able to communicate complex financial concepts clearly
- Comfortable working both independently and as part of a team
- Eager to learn and grow within the financial services industry
- Compliant with all EEOC and professional job-advertising standards
- If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
- This is a full-time opportunity offering comprehensive support and growth potential
- Apply today by clicking the job application button to begin your journey as a Financial Advisor