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Commission Entrylevel Financial Advisor Jobs in Oregon

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our ... Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn ...

Fisher Investments

Financial Counselor

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... on commissions. Through our unique training program, Fisher Investments offers an elevated finance ...

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... on commissions. Through our unique training program, Fisher Investments offers an elevated finance ...

Fisher Investments

Financial Consultant

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... on commissions. Through our unique training program, Fisher Investments offers an elevated finance ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... on commissions. Through our unique training program, Fisher Investments offers an elevated finance ...

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Showing results 21-40

All JobsEntrylevel Financial Advisor JobsCommission Entrylevel Financial Advisor JobsCommission Entrylevel Financial Advisor Jobs in Oregon

Commission Entrylevel Financial Advisor information

What is the difference between Commission Entrylevel Financial Advisor vs Commission Financial Planner?

AspectCommission Entrylevel Financial AdvisorCommission Financial Planner
CertificationsTypically required to hold licenses like Series 7, Series 66, or 63Often holds similar licenses, may pursue CFP certification
Work EnvironmentFinancial firms, banks, or independent agenciesFinancial planning firms, banks, or independent practices
Employer & Industry UsageCommonly employed in retail financial servicesUsed interchangeably, but emphasizes comprehensive planning

Both roles involve selling financial products and require licensing, but a Commission Entrylevel Financial Advisor primarily focuses on client acquisition and product sales, while a Commission Financial Planner emphasizes holistic financial planning. The roles often overlap, with the main difference being the scope of services offered.

What are the most commonly searched types of Entrylevel Financial Advisor jobs in Oregon? The most popular types of Entrylevel Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Commission Entrylevel Financial Advisor jobs? Cities in Oregon with the most Commission Entrylevel Financial Advisor job openings:
Commission Entrylevel Financial Advisor jobs near you

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Job Description Summary
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!
Job Description
Responsibilities
  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Research information as necessary on a case-by-case basis
  • Prepare files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Respond to client questions by telephone, email and occasional personal visits.
  • Conduct research as needed related to basic income tax questions, estate planning, and other legal issues - requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensure firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Proficiency in:
  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Additional Information:
  • This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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