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 role of Financial Advisor is an excellent career opportunity for individuals interested in building a future within the insurance and financial services industry. This position is ideal for those who are passionate about helping others achieve financial security and success through personalized financial planning and insurance solutions. As a Financial Advisor, you will have the chance to develop your skills, gain valuable industry experience, and contribute to a dynamic, team-oriented environment.
Our organization is dedicated to providing exceptional training and professional development for new Financial Advisors. Whether you are a recent graduate or transitioning into the financial sector, this role offers a supportive atmosphere where team members help each other grow and succeed. You will be empowered to leverage your interpersonal skills, analytical abilities, and drive for achievement to create meaningful client relationships and deliver customized financial advice.
As a Financial Advisor, your primary responsibilities will focus on understanding the unique needs of each client and guiding them through a needs-based approach to insurance and financial planning. You will use your knowledge and communication skills to educate clients about available insurance products, investment options, and retirement planning, ensuring they make informed decisions for their financial well-being. The position also involves working closely with experienced agents to set and achieve marketing goals, cultivating leads, conducting appointments, and delivering solutions that match client needs.
This role is designed for individuals who are results-oriented, proactive, and committed to ongoing learning. If you possess or are willing to pursue relevant financial licenses, such as FINRA Series 6, 63, and 65, you will be well-positioned to provide comprehensive investment advice and financial planning services. Our organization will support you in obtaining these credentials, further enhancing your professional growth and ability to serve clients effectively.
The Financial Advisor position offers a competitive compensation package, including a base salary plus commission, and a range of benefits designed to promote work-life balance and financial security. These benefits include a SIMPLE IRA retirement plan with matching contributions, health insurance, three weeks of paid time off with unlimited carryover, and ongoing training and development opportunities. Joining our team means stepping into a stable, rewarding industry with significant potential for long-term career advancement.
Our company values diversity, equity, and inclusion, and we are committed to providing equal employment opportunities to all qualified candidates. We maintain a professional, collaborative environment where every team member's success is supported and recognized. If you are ready to take the next step in your career and make a positive impact on clients' financial futures, we encourage you to apply for the Financial Advisor position today by clicking the job application button.
Financial Advisor - Summary- Entry-level opportunity in insurance and financial services
- Ideal for recent graduates or career changers seeking a stable, rewarding role
- Focus on client education, financial planning, and insurance solutions
- Supportive, team-based environment with strong training and development
- Conduct needs-based financial reviews with clients to identify appropriate insurance and investment products
- Provide personalized financial planning and investment advice (with required licenses)
- Work in collaboration with agents to set and achieve marketing and sales goals
- Follow up on leads, conduct appointments, and recommend suitable products and services
- Educate clients on insurance options, investment strategies, and retirement planning
- Assist clients in obtaining and understanding financial products
- Maintain up-to-date knowledge of industry regulations and product offerings
- Competitive base salary plus commission structure
- SIMPLE IRA retirement match up to 3%
- Three weeks paid time off annually with unlimited carryover
- Comprehensive health insurance coverage
- Access to valuable professional experience and industry training
- Ongoing development and career advancement opportunities
- Bachelor's degree in finance, economics, accounting, or related field preferred
- Ability to obtain relevant financial licenses (FINRA Series 6, 63, and 65 preferred)
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and interpersonal abilities
- Demonstrated success in meeting sales goals or quotas preferred
- Motivated, outgoing, and eager to succeed in a dynamic industry
- Team player with a passion for helping clients achieve financial security
- Quick learner open to ongoing training and professional development
- Ethical, reliable, and committed to client-focused service
- Applicants must be able to obtain required financial licenses if not already held
- Support available for professional licensing and training
- Inclusive, team-oriented company culture
- For alternative methods of application or screening, please approach the employer directly as Indeed is not responsible for the employer's application process.
Take the first step in your career as a Financial Advisor by submitting your application today using the job application button. Join a company committed to your growth and success in the financial services industry.